Orbimed Advisors as of March 31, 2015
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 130 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bristol Myers Squibb (BMY) | 5.4 | $637M | 9.9M | 64.50 | |
| Actavis | 5.3 | $619M | 2.1M | 297.62 | |
| Biogen Idec (BIIB) | 4.3 | $510M | 1.2M | 422.24 | |
| Amgen (AMGN) | 4.2 | $487M | 3.0M | 159.85 | |
| Celgene Corporation | 3.1 | $366M | 3.2M | 115.28 | |
| Gilead Sciences (GILD) | 2.9 | $335M | 3.4M | 98.13 | |
| Shire | 2.8 | $331M | 1.4M | 239.29 | |
| Hca Holdings (HCA) | 2.8 | $332M | 4.4M | 75.23 | |
| Relypsa | 2.7 | $320M | 8.9M | 36.07 | |
| Impax Laboratories | 2.7 | $318M | 6.8M | 46.87 | |
| Intercept Pharmaceuticals In | 2.7 | $316M | 1.1M | 282.02 | |
| Medivation | 2.6 | $303M | 2.3M | 129.07 | |
| Abbvie (ABBV) | 2.4 | $282M | 4.8M | 58.54 | |
| Thermo Fisher Scientific (TMO) | 2.1 | $243M | 1.8M | 134.34 | |
| Cooper Companies | 2.1 | $242M | 1.3M | 187.42 | |
| Incyte Corporation (INCY) | 2.0 | $240M | 2.6M | 91.66 | |
| Boston Scientific Corporation (BSX) | 2.0 | $240M | 14M | 17.75 | |
| Health Net | 2.0 | $234M | 3.9M | 60.49 | |
| Molina Healthcare (MOH) | 2.0 | $233M | 3.5M | 67.29 | |
| Neurocrine Biosciences (NBIX) | 2.0 | $232M | 5.8M | 39.71 | |
| Illumina (ILMN) | 1.9 | $223M | 1.2M | 185.64 | |
| Intuitive Surgical (ISRG) | 1.8 | $207M | 410k | 505.03 | |
| Perrigo Company (PRGO) | 1.8 | $207M | 1.2M | 165.55 | |
| Ironwood Pharmaceuticals (IRWD) | 1.6 | $192M | 12M | 16.00 | |
| Regeneron Pharmaceuticals (REGN) | 1.6 | $190M | 422k | 451.48 | |
| Agilent Technologies Inc C ommon (A) | 1.4 | $168M | 4.1M | 41.55 | |
| McKesson Corporation (MCK) | 1.4 | $161M | 713k | 226.20 | |
| Zimmer Holdings (ZBH) | 1.2 | $144M | 1.2M | 117.52 | |
| Tornier Nv | 1.1 | $126M | 4.8M | 26.22 | |
| Tesaro | 1.0 | $118M | 2.1M | 57.40 | |
| Express Scripts Holding | 1.0 | $116M | 1.3M | 86.77 | |
| Actavis Plc Conv Pfd Ser A pfd conv ser a | 0.9 | $106M | 104k | 1012.00 | |
| Pfizer (PFE) | 0.9 | $104M | 3.0M | 34.79 | |
| Stryker Corporation (SYK) | 0.9 | $103M | 1.1M | 92.25 | |
| Magellan Health Services | 0.9 | $100M | 1.4M | 70.82 | |
| Mallinckrodt Pub | 0.9 | $100M | 791k | 126.65 | |
| Puma Biotechnology (PBYI) | 0.8 | $99M | 420k | 236.11 | |
| Alexion Pharmaceuticals | 0.8 | $98M | 566k | 173.30 | |
| Affymetrix | 0.8 | $92M | 7.4M | 12.56 | |
| D Fluidigm Corp Del (LAB) | 0.8 | $90M | 2.1M | 42.10 | |
| Cardinal Health (CAH) | 0.7 | $87M | 960k | 90.27 | |
| Otonomy | 0.7 | $80M | 2.3M | 35.36 | |
| Ophthotech | 0.7 | $78M | 1.7M | 46.53 | |
| Array BioPharma | 0.7 | $76M | 10M | 7.37 | |
| Clovis Oncology | 0.6 | $74M | 1.0M | 74.23 | |
| Insys Therapeutics | 0.6 | $72M | 1.2M | 58.13 | |
| Teva Pharmaceutical Industries (TEVA) | 0.6 | $68M | 1.1M | 62.30 | |
| Insulet Corporation (PODD) | 0.6 | $67M | 2.0M | 33.35 | |
| Bluebird Bio | 0.6 | $67M | 551k | 120.77 | |
| Wright Medical | 0.6 | $65M | 2.5M | 25.80 | |
| Johnson & Johnson (JNJ) | 0.5 | $62M | 613k | 100.60 | |
| Sientra | 0.5 | $61M | 3.2M | 19.19 | |
| Infinity Pharmaceuticals (INFIQ) | 0.5 | $60M | 4.3M | 13.98 | |
| Medtronic Plc put | 0.5 | $54M | 696k | 77.99 | |
| NuVasive | 0.4 | $49M | 1.1M | 45.99 | |
| Kythera Biopharmaceuticals I | 0.4 | $48M | 948k | 50.15 | |
| XenoPort | 0.3 | $40M | 5.5M | 7.12 | |
| Proqr Thrapeutics N V shs euro (PRQR) | 0.3 | $40M | 1.8M | 21.88 | |
| EXACT Sciences Corporation (EXAS) | 0.3 | $39M | 1.8M | 22.02 | |
| Mirati Therapeutics | 0.3 | $37M | 1.3M | 29.32 | |
| Affimed Therapeutics B V | 0.3 | $37M | 5.8M | 6.30 | |
| Cerus Corporation (CERS) | 0.3 | $35M | 8.3M | 4.17 | |
| Portola Pharmaceuticals | 0.3 | $32M | 851k | 37.96 | |
| Valeant Pharmaceuticals Int | 0.3 | $32M | 162k | 198.62 | |
| UnitedHealth (UNH) | 0.2 | $28M | 235k | 118.29 | |
| Horizon Pharma | 0.2 | $28M | 1.1M | 25.97 | |
| ZIOPHARM Oncology | 0.2 | $27M | 2.5M | 10.77 | |
| Newlink Genetics Corporation | 0.2 | $27M | 493k | 54.71 | |
| Loxo Oncology | 0.2 | $27M | 2.2M | 12.45 | |
| Forward Pharma A/s | 0.2 | $27M | 961k | 28.32 | |
| Receptos | 0.2 | $26M | 156k | 164.89 | |
| Ascendis Pharma A S (ASND) | 0.2 | $25M | 1.4M | 17.35 | |
| Merck & Co (MRK) | 0.2 | $23M | 405k | 57.48 | |
| Incyte Corp note 4.750%10/0 | 0.2 | $24M | 2.7M | 8.63 | |
| Fluidigm Corporation convertible cor | 0.2 | $22M | 22M | 1.00 | |
| Merge Healthcare | 0.2 | $21M | 4.6M | 4.47 | |
| Sage Therapeutics (SAGE) | 0.2 | $21M | 412k | 50.23 | |
| Baxter International (BAX) | 0.2 | $20M | 286k | 68.50 | |
| Jazz Pharmaceuticals (JAZZ) | 0.2 | $20M | 115k | 172.79 | |
| Gw Pharmaceuticals Plc ads | 0.2 | $18M | 202k | 91.13 | |
| Assembly Biosciences | 0.1 | $18M | 1.4M | 13.24 | |
| Connecture | 0.1 | $18M | 1.7M | 10.35 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $16M | 135k | 117.97 | |
| Celldex Therapeutics | 0.1 | $17M | 600k | 27.87 | |
| Xencor (XNCR) | 0.1 | $16M | 1.0M | 15.32 | |
| AMAG Pharmaceuticals | 0.1 | $15M | 275k | 54.66 | |
| Pacira Pharmaceuticals (PCRX) | 0.1 | $16M | 176k | 88.85 | |
| Salix Pharmaceuticals | 0.1 | $14M | 82k | 172.80 | |
| Synergy Pharmaceuticals | 0.1 | $14M | 3.1M | 4.62 | |
| OraSure Technologies (OSUR) | 0.1 | $13M | 2.0M | 6.54 | |
| Sinovac Biotech | 0.1 | $13M | 2.7M | 4.96 | |
| Mylan Nv | 0.1 | $13M | 225k | 59.35 | |
| Pernix Therapeutics Holdings | 0.1 | $12M | 1.1M | 10.69 | |
| Auspex Pharmaceuticals | 0.1 | $12M | 119k | 100.27 | |
| Lion Biotechnologies | 0.1 | $12M | 1.0M | 12.11 | |
| Avalanche Biotechnologies In | 0.1 | $12M | 284k | 40.52 | |
| Aetna | 0.1 | $10M | 94k | 106.53 | |
| ArQule | 0.1 | $11M | 4.9M | 2.24 | |
| Redhill Biopharma Ltd cmn | 0.1 | $10M | 686k | 14.55 | |
| Roka Bioscience | 0.1 | $10M | 3.2M | 3.20 | |
| Cellectis S A (CLLS) | 0.1 | $10M | 300k | 34.58 | |
| Abbott Laboratories (ABT) | 0.1 | $9.8M | 211k | 46.33 | |
| Spark Therapeutics | 0.1 | $9.8M | 127k | 77.50 | |
| MiMedx (MDXG) | 0.1 | $8.7M | 837k | 10.40 | |
| Incyte Corp. note 1.250 11/1 | 0.1 | $8.0M | 4.3M | 1.89 | |
| Incyte Corp note 0.375%11/1 | 0.1 | $7.8M | 4.3M | 1.84 | |
| Invitae (NVTAQ) | 0.1 | $7.7M | 457k | 16.76 | |
| Alimera Sciences | 0.1 | $7.5M | 1.5M | 5.01 | |
| Supernus Pharmaceuticals (SUPN) | 0.1 | $7.0M | 580k | 12.09 | |
| Catamaran | 0.1 | $7.1M | 120k | 59.54 | |
| DaVita (DVA) | 0.1 | $6.2M | 76k | 81.28 | |
| Advaxis | 0.1 | $6.2M | 430k | 14.44 | |
| Orexigen Therapeutics Inc. 144a 2 3/4% Due 12/1/2020 Jd1 note 2.750%12/0 | 0.1 | $6.0M | 5.2M | 1.16 | |
| Dicerna Pharmaceuticals | 0.0 | $4.7M | 195k | 24.03 | |
| Smith & Nephew (SNN) | 0.0 | $3.4M | 100k | 34.17 | |
| Fate Therapeutics (FATE) | 0.0 | $3.4M | 693k | 4.89 | |
| eHealth (EHTH) | 0.0 | $2.6M | 273k | 9.38 | |
| Akorn | 0.0 | $2.4M | 50k | 47.52 | |
| Qlt | 0.0 | $2.0M | 500k | 3.91 | |
| Derma Sciences | 0.0 | $2.5M | 300k | 8.47 | |
| Biolinerx Ltd-spons | 0.0 | $2.4M | 1.1M | 2.11 | |
| Vital Therapies | 0.0 | $1.9M | 75k | 25.01 | |
| Bacterin Intl Hldgs | 0.0 | $1.9M | 475k | 4.10 | |
| Uroplasty | 0.0 | $1.7M | 1.4M | 1.22 | |
| Curis | 0.0 | $1.7M | 724k | 2.40 | |
| Achillion Pharmaceuticals | 0.0 | $1.6M | 158k | 9.86 | |
| Amarin Corporation | 0.0 | $819k | 350k | 2.34 | |
| Cempra | 0.0 | $1.7M | 50k | 34.32 | |
| Biomarin Pharmaceutical Inc note 0.750%10/1 | 0.0 | $745k | 500k | 1.49 | |
| Biomarin Pharmaceutical Inc note 1.500%10/1 | 0.0 | $760k | 500k | 1.52 |
