Orbimed Advisors as of Sept. 30, 2015
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 130 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bristol Myers Squibb (BMY) | 5.2 | $513M | 8.7M | 59.20 | |
| Hca Holdings (HCA) | 4.6 | $452M | 5.8M | 77.36 | |
| Amgen (AMGN) | 4.2 | $417M | 3.0M | 138.32 | |
| Boston Scientific Corporation (BSX) | 4.0 | $394M | 24M | 16.41 | |
| Allergan | 4.0 | $392M | 1.4M | 271.81 | |
| Celgene Corporation | 3.9 | $389M | 3.6M | 108.17 | |
| Biogen Idec (BIIB) | 3.9 | $382M | 1.3M | 291.81 | |
| Abbvie (ABBV) | 3.8 | $378M | 6.9M | 54.41 | |
| Alexion Pharmaceuticals | 3.5 | $348M | 2.2M | 156.39 | |
| Incyte Corporation (INCY) | 3.1 | $302M | 2.7M | 110.33 | |
| Impax Laboratories | 2.4 | $235M | 6.7M | 35.21 | |
| Regeneron Pharmaceuticals (REGN) | 2.3 | $227M | 488k | 465.14 | |
| Molina Healthcare (MOH) | 2.2 | $223M | 3.2M | 68.85 | |
| Health Net | 2.2 | $220M | 3.6M | 60.22 | |
| Gilead Sciences (GILD) | 2.2 | $215M | 2.2M | 98.19 | |
| Illumina (ILMN) | 2.0 | $202M | 1.2M | 175.82 | |
| Cooper Companies | 2.0 | $194M | 1.3M | 148.86 | |
| Intercept Pharmaceuticals In | 1.9 | $186M | 1.1M | 165.86 | |
| Thermo Fisher Scientific (TMO) | 1.7 | $167M | 1.4M | 122.28 | |
| Wright Medical | 1.7 | $166M | 8.1M | 20.39 | |
| Neurocrine Biosciences (NBIX) | 1.5 | $152M | 3.8M | 39.79 | |
| Shire | 1.4 | $136M | 664k | 205.23 | |
| Relypsa | 1.4 | $137M | 7.4M | 18.51 | |
| McKesson Corporation (MCK) | 1.3 | $130M | 700k | 185.03 | |
| Teva Pharmaceutical Industries (TEVA) | 1.2 | $124M | 2.2M | 56.46 | |
| Agilent Technologies Inc C ommon (A) | 1.2 | $122M | 3.5M | 34.33 | |
| Pfizer (PFE) | 1.2 | $118M | 3.8M | 31.41 | |
| Community Health Systems (CYH) | 1.2 | $116M | 2.7M | 42.77 | |
| Ironwood Pharmaceuticals (IRWD) | 1.2 | $117M | 11M | 10.42 | |
| Insys Therapeutics | 1.2 | $116M | 4.1M | 28.46 | |
| Intuitive Surgical (ISRG) | 1.1 | $110M | 239k | 459.58 | |
| Express Scripts Holding | 1.1 | $109M | 1.3M | 80.96 | |
| Eli Lilly & Co. (LLY) | 1.1 | $107M | 1.3M | 83.69 | |
| Magellan Health Services | 1.0 | $102M | 1.8M | 55.43 | |
| Clovis Oncology | 1.0 | $102M | 1.1M | 91.96 | |
| Bluebird Bio | 1.0 | $102M | 1.2M | 85.55 | |
| Allergan Plc pfd conv ser a | 1.0 | $98M | 104k | 943.46 | |
| Puma Biotechnology (PBYI) | 0.9 | $90M | 1.2M | 75.36 | |
| Ophthotech | 0.8 | $78M | 1.9M | 40.52 | |
| Mallinckrodt Pub | 0.8 | $75M | 1.2M | 63.94 | |
| NuVasive | 0.7 | $72M | 1.5M | 48.22 | |
| Glaukos (GKOS) | 0.7 | $70M | 2.9M | 24.19 | |
| Tesaro | 0.7 | $70M | 1.7M | 40.10 | |
| Affymetrix | 0.7 | $64M | 7.5M | 8.54 | |
| Dynavax Technologies (DVAX) | 0.6 | $61M | 2.5M | 24.54 | |
| Insmed (INSM) | 0.6 | $58M | 3.1M | 18.57 | |
| Array BioPharma | 0.5 | $46M | 10M | 4.56 | |
| Portola Pharmaceuticals | 0.4 | $42M | 985k | 42.62 | |
| Otonomy | 0.4 | $40M | 2.3M | 17.81 | |
| Pronai Therapeutics | 0.4 | $41M | 2.0M | 20.52 | |
| Medtronic (MDT) | 0.4 | $39M | 588k | 66.94 | |
| Chimerix (CMRX) | 0.4 | $39M | 1.0M | 38.20 | |
| Infinity Pharmaceuticals (INFIQ) | 0.4 | $37M | 4.4M | 8.45 | |
| Loxo Oncology | 0.4 | $38M | 2.2M | 17.48 | |
| Achillion Pharmaceuticals | 0.4 | $36M | 5.2M | 6.91 | |
| ImmunoGen | 0.3 | $35M | 3.6M | 9.60 | |
| Gw Pharmaceuticals Plc ads | 0.3 | $35M | 377k | 91.37 | |
| EXACT Sciences Corporation (EXAS) | 0.3 | $32M | 1.8M | 17.99 | |
| Sientra | 0.3 | $30M | 3.0M | 10.15 | |
| Cerus Corporation (CERS) | 0.3 | $30M | 6.5M | 4.54 | |
| Valeant Pharmaceuticals Int | 0.3 | $29M | 165k | 178.38 | |
| Affimed Therapeutics B V | 0.3 | $28M | 4.6M | 6.17 | |
| Johnson & Johnson (JNJ) | 0.3 | $27M | 292k | 93.35 | |
| UnitedHealth (UNH) | 0.3 | $28M | 238k | 116.01 | |
| Proqr Thrapeutics N V shs euro (PRQR) | 0.3 | $27M | 1.8M | 14.57 | |
| Newlink Genetics Corporation | 0.3 | $26M | 712k | 35.84 | |
| Forward Pharma A/s | 0.2 | $23M | 961k | 23.56 | |
| Dyax | 0.2 | $21M | 1.1M | 19.09 | |
| Merck & Co (MRK) | 0.2 | $21M | 415k | 49.39 | |
| Galapagos Nv- (GLPG) | 0.2 | $21M | 513k | 40.71 | |
| Aduro Biotech | 0.2 | $21M | 1.1M | 19.37 | |
| BioMarin Pharmaceutical (BMRN) | 0.2 | $20M | 188k | 105.32 | |
| XenoPort | 0.2 | $20M | 5.8M | 3.47 | |
| Zimmer Holdings (ZBH) | 0.2 | $20M | 212k | 93.93 | |
| D Fluidigm Corp Del (LAB) | 0.2 | $20M | 2.4M | 8.11 | |
| Stryker Corporation (SYK) | 0.2 | $18M | 186k | 94.10 | |
| eHealth (EHTH) | 0.2 | $17M | 1.3M | 12.81 | |
| Jazz Pharmaceuticals (JAZZ) | 0.1 | $15M | 115k | 132.81 | |
| Sinovac Biotech | 0.1 | $14M | 2.7M | 5.08 | |
| Xencor (XNCR) | 0.1 | $14M | 1.1M | 12.23 | |
| Natera (NTRA) | 0.1 | $14M | 1.3M | 10.85 | |
| Assembly Biosciences | 0.1 | $13M | 1.4M | 9.56 | |
| Pieris Pharmaceuticals | 0.1 | $13M | 7.3M | 1.83 | |
| Nabriva Therapeutics | 0.1 | $13M | 1.3M | 9.50 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $12M | 115k | 104.14 | |
| Synergy Pharmaceuticals | 0.1 | $12M | 2.3M | 5.30 | |
| Baxter International (BAX) | 0.1 | $11M | 319k | 32.85 | |
| Cardinal Health (CAH) | 0.1 | $11M | 146k | 76.82 | |
| Ensign (ENSG) | 0.1 | $11M | 248k | 42.63 | |
| WellCare Health Plans | 0.1 | $9.8M | 114k | 86.18 | |
| Abbott Laboratories (ABT) | 0.1 | $8.5M | 211k | 40.22 | |
| Incyte Corp. note 1.250 11/1 | 0.1 | $9.4M | 4.3M | 2.21 | |
| Incyte Corp note 0.375%11/1 | 0.1 | $9.0M | 4.3M | 2.11 | |
| Cellectis S A (CLLS) | 0.1 | $9.2M | 350k | 26.36 | |
| Baxalta Incorporated | 0.1 | $9.0M | 285k | 31.51 | |
| Mirati Therapeutics | 0.1 | $8.3M | 240k | 34.42 | |
| Connecture | 0.1 | $7.9M | 1.7M | 4.56 | |
| Cynapsus Therapeutics | 0.1 | $7.9M | 487k | 16.17 | |
| Aetna | 0.1 | $7.3M | 67k | 109.40 | |
| Redhill Biopharma Ltd cmn | 0.1 | $7.3M | 565k | 12.91 | |
| Advaxis | 0.1 | $6.5M | 637k | 10.23 | |
| Macrogenics (MGNX) | 0.1 | $6.8M | 317k | 21.42 | |
| Fluidigm Corporation convertible cor | 0.1 | $7.2M | 10M | 0.72 | |
| Seres Therapeutics | 0.1 | $7.3M | 247k | 29.64 | |
| Immunomedics | 0.1 | $5.7M | 3.3M | 1.72 | |
| Anacor Pharmaceuticals In | 0.1 | $6.3M | 53k | 117.71 | |
| Lion Biotechnologies | 0.1 | $5.9M | 1.0M | 5.76 | |
| Sage Therapeutics (SAGE) | 0.1 | $6.3M | 150k | 42.32 | |
| Roka Bioscience | 0.1 | $6.3M | 3.2M | 1.95 | |
| Alimera Sciences | 0.0 | $3.8M | 1.7M | 2.21 | |
| Fate Therapeutics (FATE) | 0.0 | $3.7M | 693k | 5.33 | |
| Horizon Pharma | 0.0 | $4.0M | 204k | 19.82 | |
| Vitae Pharmaceuticals | 0.0 | $4.0M | 362k | 11.01 | |
| Orexigen Therapeutics Inc. 144a 2 3/4% Due 12/1/2020 Jd1 note 2.750%12/0 | 0.0 | $3.6M | 5.2M | 0.70 | |
| Inotek Pharmaceuticals | 0.0 | $4.0M | 425k | 9.40 | |
| Ascendis Pharma A S (ASND) | 0.0 | $3.9M | 222k | 17.70 | |
| Biotie Therapies Corp. ads | 0.0 | $3.5M | 269k | 13.09 | |
| Pernix Therapeutics Holdings | 0.0 | $3.4M | 1.1M | 3.16 | |
| Ocular Therapeutix (OCUL) | 0.0 | $2.9M | 209k | 14.06 | |
| Invitae (NVTAQ) | 0.0 | $3.3M | 457k | 7.22 | |
| Medigus | 0.0 | $2.7M | 600k | 4.48 | |
| Biolinerx Ltd-spons | 0.0 | $1.6M | 1.0M | 1.53 | |
| Adaptimmune Therapeutics (ADAP) | 0.0 | $2.1M | 177k | 11.97 | |
| Xtant Med Holdings | 0.0 | $1.5M | 475k | 3.26 | |
| MannKind Corporation | 0.0 | $1.4M | 450k | 3.21 | |
| Qlt | 0.0 | $1.3M | 500k | 2.66 | |
| Amarin Corporation | 0.0 | $676k | 350k | 1.93 | |
| Biomarin Pharmaceutical Inc note 0.750%10/1 | 0.0 | $655k | 500k | 1.31 | |
| Biomarin Pharmaceutical Inc note 1.500%10/1 | 0.0 | $655k | 500k | 1.31 | |
| Cogentix Medical | 0.0 | $1.2M | 991k | 1.24 |
