Orbimed Advisors as of March 31, 2018
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 133 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alexion Pharmaceuticals | 4.6 | $370M | 3.3M | 111.46 | |
| Regeneron Pharmaceuticals (REGN) | 4.1 | $332M | 963k | 344.36 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.8 | $302M | 1.9M | 162.98 | |
| Merck & Co (MRK) | 3.6 | $288M | 5.3M | 54.47 | |
| Biogen Idec (BIIB) | 3.5 | $285M | 1.0M | 273.82 | |
| Boston Scientific Corporation (BSX) | 3.5 | $284M | 10M | 27.32 | |
| Bristol Myers Squibb (BMY) | 3.0 | $245M | 3.9M | 63.25 | |
| Celgene Corporation | 2.9 | $235M | 2.6M | 89.21 | |
| Ascendis Pharma A S (ASND) | 2.7 | $220M | 3.4M | 65.40 | |
| Agilent Technologies Inc C ommon (A) | 2.4 | $190M | 2.8M | 66.90 | |
| Puma Biotechnology (PBYI) | 2.2 | $180M | 2.6M | 68.05 | |
| Clementia | 2.0 | $158M | 10M | 15.15 | |
| Jazz Pharmaceuticals (JAZZ) | 1.9 | $157M | 1.0M | 150.99 | |
| Armo Biosciences Ord | 1.9 | $154M | 4.1M | 37.41 | |
| Alnylam Pharmaceuticals (ALNY) | 1.9 | $151M | 1.3M | 119.10 | |
| Abbvie (ABBV) | 1.8 | $145M | 1.5M | 94.65 | |
| Edwards Lifesciences (EW) | 1.8 | $143M | 1.0M | 139.52 | |
| Wright Medical Group Nv | 1.7 | $136M | 6.9M | 19.84 | |
| Clovis Oncology | 1.6 | $127M | 2.4M | 52.80 | |
| Allergan | 1.4 | $117M | 694k | 168.29 | |
| Loxo Oncology | 1.4 | $109M | 941k | 115.37 | |
| Nevro (NVRO) | 1.4 | $109M | 1.3M | 86.67 | |
| Amicus Therapeutics (FOLD) | 1.3 | $106M | 7.1M | 15.04 | |
| Audentes Therapeutics | 1.3 | $106M | 3.5M | 30.05 | |
| DaVita (DVA) | 1.3 | $103M | 1.6M | 65.94 | |
| Aerie Pharmaceuticals | 1.3 | $102M | 1.9M | 54.25 | |
| Tenet Healthcare Corporation (THC) | 1.3 | $102M | 4.2M | 24.25 | |
| Shire | 1.2 | $97M | 650k | 149.39 | |
| Iovance Biotherapeutics (IOVA) | 1.2 | $94M | 5.5M | 16.90 | |
| Universal Health Services (UHS) | 1.1 | $92M | 773k | 118.41 | |
| Select Medical Holdings Corporation (SEM) | 1.1 | $88M | 5.1M | 17.25 | |
| Mylan Nv | 1.1 | $86M | 2.1M | 41.17 | |
| Immunomedics | 1.0 | $83M | 5.7M | 14.61 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $80M | 389k | 206.46 | |
| Array BioPharma | 1.0 | $80M | 4.9M | 16.32 | |
| Amgen (AMGN) | 0.9 | $76M | 445k | 170.48 | |
| ACADIA Pharmaceuticals (ACAD) | 0.9 | $75M | 3.3M | 22.47 | |
| Xtant Med Hldgs (XTNT) | 0.9 | $73M | 9.2M | 7.89 | |
| Global Blood Therapeutics In | 0.9 | $71M | 1.5M | 48.30 | |
| Corvus Pharmaceuticals (CRVS) | 0.8 | $69M | 6.0M | 11.53 | |
| Illumina (ILMN) | 0.8 | $67M | 285k | 236.42 | |
| Insmed (INSM) | 0.8 | $66M | 2.9M | 22.52 | |
| Magellan Health Services | 0.8 | $60M | 564k | 107.10 | |
| Viewray (VRAYQ) | 0.8 | $61M | 9.5M | 6.43 | |
| Johnson & Johnson (JNJ) | 0.7 | $60M | 465k | 128.15 | |
| Beigene (BGNE) | 0.7 | $60M | 355k | 168.00 | |
| Bluebird Bio (BLUE) | 0.7 | $59M | 346k | 170.75 | |
| Rhythm Pharmaceuticals (RYTM) | 0.7 | $58M | 2.9M | 19.90 | |
| Kala Pharmaceuticals | 0.7 | $55M | 3.4M | 15.83 | |
| Galapagos Nv- (GLPG) | 0.6 | $49M | 487k | 99.76 | |
| Ironwood Pharmaceuticals (IRWD) | 0.6 | $48M | 3.1M | 15.43 | |
| Hca Holdings (HCA) | 0.6 | $47M | 482k | 97.00 | |
| Restorbio | 0.6 | $46M | 4.8M | 9.58 | |
| LifePoint Hospitals | 0.5 | $42M | 903k | 47.00 | |
| Arsanis | 0.5 | $43M | 1.9M | 22.89 | |
| Intuitive Surgical (ISRG) | 0.5 | $42M | 102k | 412.83 | |
| Scpharmaceuticals (SCPH) | 0.5 | $42M | 3.4M | 12.40 | |
| Argenx Se (ARGX) | 0.5 | $40M | 500k | 80.44 | |
| Stryker Corporation (SYK) | 0.5 | $38M | 236k | 160.92 | |
| Pieris Pharmaceuticals (PIRS) | 0.5 | $38M | 5.6M | 6.82 | |
| Assembly Biosciences | 0.4 | $35M | 721k | 49.14 | |
| Obseva Sa | 0.4 | $35M | 2.6M | 13.50 | |
| Pfizer (PFE) | 0.4 | $35M | 982k | 35.49 | |
| Envision Healthcare | 0.4 | $34M | 875k | 38.43 | |
| CIGNA Corporation | 0.4 | $32M | 192k | 167.74 | |
| Heron Therapeutics (HRTX) | 0.4 | $32M | 1.1M | 27.60 | |
| Deciphera Pharmaceuticals (DCPH) | 0.4 | $31M | 1.5M | 20.04 | |
| Teleflex Incorporated (TFX) | 0.4 | $30M | 117k | 254.98 | |
| Gilead Sciences (GILD) | 0.3 | $28M | 365k | 75.39 | |
| Sarepta Therapeutics (SRPT) | 0.3 | $28M | 372k | 74.10 | |
| Radius Health | 0.3 | $27M | 763k | 35.94 | |
| eHealth (EHTH) | 0.3 | $26M | 1.8M | 14.31 | |
| Alpine Immune Sciences (ALPN) | 0.3 | $26M | 3.3M | 8.00 | |
| Novo Nordisk A/S (NVO) | 0.3 | $26M | 530k | 49.25 | |
| Verona Pharma Plc ads (VRNA) | 0.3 | $25M | 1.3M | 20.00 | |
| Sinovac Biotech (SVA) | 0.3 | $24M | 2.8M | 8.61 | |
| Abbott Laboratories (ABT) | 0.3 | $24M | 394k | 59.92 | |
| Intellia Therapeutics (NTLA) | 0.3 | $24M | 1.1M | 21.09 | |
| Insmed Inc convertible security | 0.3 | $24M | 27M | 0.89 | |
| Mednax (MD) | 0.3 | $21M | 370k | 55.63 | |
| Insys Therapeutics | 0.3 | $21M | 3.5M | 6.04 | |
| Cti Biopharma | 0.2 | $20M | 5.0M | 3.90 | |
| Nabriva Therapeutics | 0.2 | $20M | 3.9M | 5.03 | |
| Synlogic | 0.2 | $19M | 2.0M | 9.38 | |
| Xencor (XNCR) | 0.2 | $18M | 613k | 29.98 | |
| Selecta Biosciences (RNAC) | 0.2 | $19M | 1.8M | 10.19 | |
| ImmunoGen | 0.2 | $16M | 1.5M | 10.52 | |
| K2m Group Holdings | 0.2 | $16M | 843k | 18.95 | |
| Coherus Biosciences (CHRS) | 0.2 | $16M | 1.5M | 11.05 | |
| Triple-S Management | 0.2 | $15M | 566k | 26.14 | |
| Natera (NTRA) | 0.2 | $15M | 1.6M | 9.27 | |
| Aeglea Biotherapeutics | 0.2 | $15M | 1.5M | 9.92 | |
| Rocket Pharmaceuticals (RCKT) | 0.2 | $15M | 775k | 18.75 | |
| Steadymed | 0.2 | $14M | 4.2M | 3.25 | |
| Zai Lab (ZLAB) | 0.2 | $14M | 658k | 21.35 | |
| Amedisys (AMED) | 0.2 | $13M | 208k | 60.34 | |
| Novus Therapeutics | 0.2 | $13M | 2.5M | 5.04 | |
| BioMarin Pharmaceutical (BMRN) | 0.1 | $12M | 146k | 81.07 | |
| Aegerion Pharmaceuticals 2% Du cvbond | 0.1 | $12M | 15M | 0.80 | |
| Wright Medical Group Rtsn V | 0.1 | $12M | 8.7M | 1.37 | |
| Dentsply Sirona (XRAY) | 0.1 | $11M | 225k | 50.31 | |
| Dbv Technologies S A (DBVT) | 0.1 | $9.5M | 411k | 23.07 | |
| Adaptimmune Therapeutics (ADAP) | 0.1 | $9.7M | 867k | 11.23 | |
| D Fluidigm Corp Del (LAB) | 0.1 | $9.2M | 1.6M | 5.84 | |
| Fluidigm Corporation convertible cor | 0.1 | $8.5M | 10M | 0.85 | |
| Alkermes (ALKS) | 0.1 | $8.4M | 145k | 57.96 | |
| Gw Pharmaceuticals Plc ads | 0.1 | $8.3M | 74k | 112.68 | |
| Invitae (NVTAQ) | 0.1 | $7.1M | 1.5M | 4.69 | |
| Athenex | 0.1 | $7.3M | 430k | 17.01 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $6.2M | 75k | 82.93 | |
| Foamix Pharmaceuticals | 0.1 | $6.4M | 1.3M | 5.13 | |
| Syndax Pharmaceuticals (SNDX) | 0.1 | $6.2M | 437k | 14.23 | |
| Inotek Pharmaceuticals 5.75% Cb 08/01/2021-registe bond | 0.1 | $6.8M | 7.0M | 0.97 | |
| Orthopediatrics Corp. (KIDS) | 0.1 | $6.4M | 425k | 15.06 | |
| Crispr Therapeutics (CRSP) | 0.1 | $4.8M | 104k | 45.71 | |
| Sierra Oncology | 0.1 | $4.6M | 2.2M | 2.07 | |
| Tesaro | 0.1 | $3.8M | 67k | 57.13 | |
| Proqr Thrapeutics N V shs euro (PRQR) | 0.1 | $4.0M | 1.3M | 3.08 | |
| Teva Pharmaceutical Industries (TEVA) | 0.0 | $3.4M | 200k | 17.09 | |
| Exelixis (EXEL) | 0.0 | $3.3M | 150k | 22.15 | |
| Redhill Biopharma Ltd cmn | 0.0 | $2.9M | 565k | 5.15 | |
| Aurinia Pharmaceuticals (AUPH) | 0.0 | $3.3M | 626k | 5.19 | |
| Xenon Pharmaceuticals (XENE) | 0.0 | $3.1M | 635k | 4.90 | |
| Marinus Pharmaceuticals | 0.0 | $2.2M | 568k | 3.82 | |
| Biohaven Pharmaceutical Holding | 0.0 | $1.3M | 50k | 25.76 | |
| Biolinerx Ltd-spons | 0.0 | $904k | 1.0M | 0.87 | |
| Biomarin Pharmaceutical Inc note 0.750%10/1 | 0.0 | $515k | 500k | 1.03 | |
| Biomarin Pharmaceutical Inc note 1.500%10/1 | 0.0 | $555k | 500k | 1.11 | |
| Affimed Therapeutics B V | 0.0 | $604k | 327k | 1.85 | |
| Seres Therapeutics (MCRB) | 0.0 | $699k | 95k | 7.34 | |
| Alimera Sciences | 0.0 | $258k | 250k | 1.03 | |
| Noveliontherapeuti.. | 0.0 | $350k | 100k | 3.50 | |
| Medigus Ltd sponsord | 0.0 | $76k | 60k | 1.27 |
