Orbimed Advisors as of Dec. 31, 2014
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 126 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Biogen Idec (BIIB) | 4.8 | $507M | 1.5M | 339.45 | |
| Bristol Myers Squibb (BMY) | 4.5 | $469M | 7.9M | 59.03 | |
| Amgen (AMGN) | 4.1 | $431M | 2.7M | 159.29 | |
| Celgene Corporation | 3.9 | $409M | 3.7M | 111.86 | |
| Gilead Sciences (GILD) | 3.8 | $401M | 4.2M | 94.26 | |
| Actavis | 3.7 | $383M | 1.5M | 257.41 | |
| Abbvie (ABBV) | 3.3 | $349M | 5.3M | 65.44 | |
| Hca Holdings (HCA) | 3.0 | $316M | 4.3M | 73.39 | |
| Relypsa | 2.6 | $273M | 8.9M | 30.80 | |
| Illumina (ILMN) | 2.6 | $273M | 1.5M | 184.58 | |
| Shire | 2.5 | $259M | 1.2M | 212.54 | |
| Intuitive Surgical (ISRG) | 2.2 | $233M | 440k | 528.94 | |
| Intercept Pharmaceuticals In | 2.2 | $232M | 1.5M | 156.00 | |
| Incyte Corporation (INCY) | 2.2 | $230M | 3.1M | 73.11 | |
| Medivation | 2.2 | $226M | 2.3M | 99.61 | |
| Impax Laboratories | 2.1 | $216M | 6.8M | 31.68 | |
| Allergan | 2.0 | $211M | 991k | 212.59 | |
| Perrigo Company (PRGO) | 2.0 | $209M | 1.2M | 167.16 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.0 | $206M | 1.7M | 118.80 | |
| Thermo Fisher Scientific (TMO) | 1.9 | $200M | 1.6M | 125.29 | |
| Health Net | 1.9 | $199M | 3.7M | 53.53 | |
| Cooper Companies | 1.9 | $198M | 1.2M | 162.09 | |
| Express Scripts Holding | 1.9 | $195M | 2.3M | 84.67 | |
| Molina Healthcare (MOH) | 1.8 | $192M | 3.6M | 53.53 | |
| Ironwood Pharmaceuticals (IRWD) | 1.8 | $184M | 12M | 15.32 | |
| Merck & Co (MRK) | 1.6 | $166M | 2.9M | 56.79 | |
| Agilent Technologies Inc C ommon (A) | 1.6 | $166M | 4.1M | 40.94 | |
| Regeneron Pharmaceuticals (REGN) | 1.5 | $160M | 390k | 410.25 | |
| McKesson Corporation (MCK) | 1.5 | $154M | 742k | 207.58 | |
| Zimmer Holdings (ZBH) | 1.4 | $146M | 1.3M | 113.42 | |
| Neurocrine Biosciences (NBIX) | 1.3 | $133M | 6.0M | 22.34 | |
| Tornier Nv | 1.2 | $123M | 4.8M | 25.50 | |
| NPS Pharmaceuticals | 1.0 | $106M | 3.0M | 35.77 | |
| Stryker Corporation (SYK) | 0.9 | $97M | 1.0M | 94.33 | |
| Insulet Corporation (PODD) | 0.9 | $92M | 2.0M | 46.06 | |
| Pfizer (PFE) | 0.8 | $86M | 2.8M | 31.15 | |
| Infinity Pharmaceuticals (INFIQ) | 0.8 | $80M | 4.7M | 16.89 | |
| Otonomy | 0.7 | $75M | 2.3M | 33.33 | |
| Magellan Health Services | 0.7 | $73M | 1.2M | 60.03 | |
| D Fluidigm Corp Del (LAB) | 0.7 | $72M | 2.1M | 33.73 | |
| Wright Medical | 0.7 | $68M | 2.5M | 26.87 | |
| Affymetrix | 0.6 | $65M | 6.6M | 9.87 | |
| Alexion Pharmaceuticals | 0.6 | $61M | 332k | 185.03 | |
| Mallinckrodt Pub | 0.5 | $56M | 567k | 99.03 | |
| Sientra | 0.5 | $54M | 3.2M | 16.79 | |
| Insys Therapeutics | 0.5 | $52M | 1.2M | 42.16 | |
| Johnson & Johnson (JNJ) | 0.5 | $52M | 495k | 104.57 | |
| NuVasive | 0.5 | $51M | 1.1M | 47.16 | |
| EXACT Sciences Corporation (EXAS) | 0.5 | $49M | 1.8M | 27.44 | |
| Tesaro | 0.5 | $50M | 1.3M | 37.19 | |
| XenoPort | 0.5 | $49M | 5.5M | 8.77 | |
| Covidien | 0.5 | $47M | 461k | 102.28 | |
| Puma Biotechnology (PBYI) | 0.5 | $48M | 251k | 189.27 | |
| Cerus Corporation (CERS) | 0.4 | $44M | 7.0M | 6.24 | |
| Spdr S&p 500 Etf (SPY) | 0.4 | $41M | 200k | 205.54 | |
| Clovis Oncology | 0.4 | $40M | 714k | 56.00 | |
| Proqr Thrapeutics N V shs euro (PRQR) | 0.4 | $40M | 1.8M | 21.67 | |
| Ophthotech | 0.4 | $39M | 862k | 44.87 | |
| Celldex Therapeutics | 0.4 | $38M | 2.1M | 18.25 | |
| Medtronic | 0.3 | $36M | 494k | 72.20 | |
| Incyte Corp note 4.750%10/0 | 0.3 | $35M | 4.2M | 8.32 | |
| Affimed Therapeutics B V | 0.3 | $36M | 5.8M | 6.20 | |
| Array BioPharma | 0.3 | $34M | 7.2M | 4.73 | |
| Cardinal Health (CAH) | 0.2 | $26M | 325k | 80.73 | |
| Kythera Biopharmaceuticals I | 0.2 | $25M | 723k | 34.68 | |
| Loxo Oncology | 0.2 | $26M | 2.2M | 11.75 | |
| UnitedHealth (UNH) | 0.2 | $24M | 235k | 101.09 | |
| Portola Pharmaceuticals | 0.2 | $24M | 851k | 28.32 | |
| Teva Pharmaceutical Industries (TEVA) | 0.2 | $23M | 400k | 57.51 | |
| Valeant Pharmaceuticals Int | 0.2 | $23M | 162k | 143.11 | |
| Mirati Therapeutics | 0.2 | $22M | 1.2M | 18.52 | |
| AMAG Pharmaceuticals | 0.2 | $20M | 469k | 42.62 | |
| OraSure Technologies (OSUR) | 0.2 | $20M | 2.0M | 10.14 | |
| Fluidigm Corporation convertible cor | 0.2 | $20M | 22M | 0.90 | |
| Forward Pharma A/s | 0.2 | $20M | 961k | 20.83 | |
| Jazz Pharmaceuticals (JAZZ) | 0.2 | $19M | 115k | 163.73 | |
| Receptos | 0.2 | $19M | 156k | 122.51 | |
| Anthem (ELV) | 0.2 | $17M | 139k | 125.67 | |
| Merge Healthcare | 0.2 | $17M | 4.6M | 3.56 | |
| Xencor (XNCR) | 0.2 | $17M | 1.0M | 16.04 | |
| Pacira Pharmaceuticals (PCRX) | 0.1 | $16M | 176k | 88.66 | |
| Sinovac Biotech | 0.1 | $15M | 2.8M | 5.23 | |
| Volcano Corporation note 1.750%12/0 | 0.1 | $15M | 15M | 0.99 | |
| Sage Therapeutics (SAGE) | 0.1 | $15M | 412k | 36.60 | |
| Roka Bioscience | 0.1 | $14M | 3.2M | 4.41 | |
| Horizon Pharma | 0.1 | $14M | 1.1M | 12.89 | |
| St. Jude Medical | 0.1 | $11M | 173k | 65.03 | |
| Pernix Therapeutics Holdings | 0.1 | $10M | 1.1M | 9.39 | |
| Mei Pharma | 0.1 | $10M | 2.4M | 4.27 | |
| Abbott Laboratories (ABT) | 0.1 | $9.5M | 211k | 45.02 | |
| Salix Pharmaceuticals | 0.1 | $9.4M | 82k | 114.94 | |
| MiMedx (MDXG) | 0.1 | $9.6M | 837k | 11.53 | |
| Agenus | 0.1 | $9.7M | 2.4M | 3.97 | |
| Aetna | 0.1 | $8.4M | 94k | 88.83 | |
| Aegerion Pharmaceuticals | 0.1 | $8.4M | 400k | 20.94 | |
| Alimera Sciences | 0.1 | $8.3M | 1.5M | 5.54 | |
| Redhill Biopharma Ltd cmn | 0.1 | $8.1M | 606k | 13.33 | |
| ArQule | 0.1 | $7.0M | 5.7M | 1.22 | |
| Synageva Biopharma | 0.1 | $7.2M | 78k | 92.79 | |
| XOMA CORP Common equity shares | 0.1 | $7.2M | 2.0M | 3.59 | |
| Orexigen Therapeutics Inc. 144a 2 3/4% Due 12/1/2020 Jd1 note 2.750%12/0 | 0.1 | $7.6M | 7.5M | 1.01 | |
| DaVita (DVA) | 0.1 | $5.8M | 76k | 75.74 | |
| Regulus Therapeutics | 0.1 | $6.4M | 400k | 16.04 | |
| Incyte Corp. note 1.250 11/1 | 0.1 | $6.5M | 4.3M | 1.54 | |
| Incyte Corp note 0.375%11/1 | 0.1 | $6.4M | 4.3M | 1.51 | |
| Supernus Pharmaceuticals (SUPN) | 0.1 | $4.8M | 580k | 8.30 | |
| Auspex Pharmaceuticals | 0.1 | $4.9M | 94k | 52.48 | |
| Boston Scientific Corporation (BSX) | 0.0 | $4.2M | 320k | 13.25 | |
| Newlink Genetics Corporation | 0.0 | $4.0M | 100k | 39.75 | |
| Seattle Genetics | 0.0 | $3.2M | 100k | 32.13 | |
| Uroplasty | 0.0 | $2.8M | 1.4M | 2.06 | |
| Curis | 0.0 | $2.9M | 2.0M | 1.50 | |
| Derma Sciences | 0.0 | $2.8M | 300k | 9.31 | |
| Fate Therapeutics (FATE) | 0.0 | $3.5M | 693k | 5.03 | |
| Connecture | 0.0 | $2.7M | 302k | 9.01 | |
| Achillion Pharmaceuticals | 0.0 | $1.9M | 158k | 12.25 | |
| Biolinerx Ltd-spons | 0.0 | $1.8M | 1.1M | 1.62 | |
| Inspiremd | 0.0 | $2.5M | 3.2M | 0.78 | |
| Sangamo Biosciences (SGMO) | 0.0 | $1.5M | 100k | 15.21 | |
| Cempra | 0.0 | $1.2M | 50k | 23.52 | |
| Endologix Inc note 2.250%12/1 | 0.0 | $980k | 1.0M | 0.98 | |
| Biomarin Pharmaceutical Inc note 0.750%10/1 | 0.0 | $595k | 500k | 1.19 | |
| Biomarin Pharmaceutical Inc note 1.500%10/1 | 0.0 | $610k | 500k | 1.22 | |
| Bacterin Intl Hldgs | 0.0 | $1.4M | 475k | 3.03 | |
| Amarin Corporation | 0.0 | $392k | 400k | 0.98 | |
| Biodel | 0.0 | $279k | 210k | 1.33 |
