Orbimed Advisors as of Sept. 30, 2018
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 147 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alexion Pharmaceuticals | 4.8 | $401M | 2.9M | 139.01 | |
| Tricida | 4.0 | $333M | 11M | 30.55 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 4.0 | $328M | 1.7M | 192.74 | |
| Biogen Idec (BIIB) | 3.9 | $322M | 910k | 353.31 | |
| Boston Scientific Corporation (BSX) | 3.6 | $303M | 7.9M | 38.50 | |
| Ascendis Pharma A S (ASND) | 3.5 | $295M | 4.2M | 70.86 | |
| Merck & Co (MRK) | 3.0 | $251M | 3.5M | 70.94 | |
| Celgene Corporation | 2.7 | $221M | 2.5M | 89.49 | |
| Allergan | 2.6 | $219M | 1.2M | 190.48 | |
| Wright Medical Group Nv | 2.2 | $187M | 6.4M | 29.02 | |
| Mylan Nv | 2.1 | $175M | 4.8M | 36.60 | |
| Edwards Lifesciences (EW) | 2.1 | $173M | 991k | 174.10 | |
| Thermo Fisher Scientific (TMO) | 2.0 | $163M | 668k | 244.08 | |
| Regeneron Pharmaceuticals (REGN) | 1.9 | $159M | 394k | 404.04 | |
| Jazz Pharmaceuticals (JAZZ) | 1.8 | $149M | 884k | 168.13 | |
| Sarepta Therapeutics (SRPT) | 1.7 | $138M | 854k | 161.51 | |
| Humana (HUM) | 1.6 | $133M | 393k | 338.52 | |
| CIGNA Corporation | 1.6 | $132M | 634k | 208.25 | |
| Anthem (ELV) | 1.6 | $130M | 474k | 274.05 | |
| Bristol Myers Squibb (BMY) | 1.5 | $126M | 2.0M | 62.08 | |
| Puma Biotechnology (PBYI) | 1.5 | $124M | 2.7M | 45.85 | |
| Clementia | 1.4 | $116M | 10M | 11.15 | |
| DaVita (DVA) | 1.2 | $104M | 1.4M | 71.63 | |
| Inspire Med Sys (INSP) | 1.2 | $103M | 2.4M | 42.08 | |
| Illumina (ILMN) | 1.2 | $98M | 268k | 367.06 | |
| Immunomedics | 1.1 | $90M | 4.3M | 20.83 | |
| Audentes Therapeutics | 1.0 | $86M | 2.2M | 39.59 | |
| Nevro (NVRO) | 0.9 | $77M | 1.4M | 57.00 | |
| Agilent Technologies Inc C ommon (A) | 0.9 | $77M | 1.1M | 70.54 | |
| Principia Biopharma | 0.9 | $76M | 2.6M | 29.22 | |
| Deciphera Pharmaceuticals (DCPH) | 0.9 | $76M | 2.0M | 38.72 | |
| Aerie Pharmaceuticals | 0.9 | $75M | 1.2M | 61.55 | |
| Array BioPharma | 0.9 | $73M | 4.8M | 15.20 | |
| Molina Healthcare (MOH) | 0.9 | $73M | 489k | 148.70 | |
| Restorbio | 0.9 | $73M | 4.8M | 15.14 | |
| Dentsply Sirona (XRAY) | 0.9 | $71M | 1.9M | 37.74 | |
| Mednax (MD) | 0.8 | $69M | 1.5M | 46.66 | |
| Bluebird Bio (BLUE) | 0.8 | $67M | 459k | 146.00 | |
| Clovis Oncology | 0.8 | $66M | 2.2M | 29.37 | |
| Iovance Biotherapeutics (IOVA) | 0.8 | $62M | 5.5M | 11.25 | |
| Ptc Therapeutics I (PTCT) | 0.7 | $60M | 1.3M | 47.00 | |
| Johnson & Johnson (JNJ) | 0.7 | $57M | 414k | 138.17 | |
| Ironwood Pharmaceuticals (IRWD) | 0.7 | $57M | 3.1M | 18.46 | |
| Loxo Oncology | 0.7 | $56M | 330k | 170.83 | |
| Argenx Se (ARGX) | 0.7 | $55M | 719k | 75.84 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.7 | $55M | 1.9M | 28.65 | |
| Viewray (VRAYQ) | 0.7 | $54M | 5.7M | 9.36 | |
| Intuitive Surgical (ISRG) | 0.6 | $53M | 92k | 574.00 | |
| Corvus Pharmaceuticals (CRVS) | 0.6 | $51M | 6.0M | 8.58 | |
| UnitedHealth (UNH) | 0.6 | $50M | 187k | 266.04 | |
| Exelixis (EXEL) | 0.6 | $50M | 2.8M | 17.72 | |
| Centene Corporation (CNC) | 0.6 | $49M | 337k | 144.78 | |
| Beigene (BGNE) | 0.6 | $49M | 283k | 172.22 | |
| Bausch Health Companies (BHC) | 0.6 | $49M | 1.9M | 25.67 | |
| Heron Therapeutics (HRTX) | 0.6 | $48M | 1.5M | 31.65 | |
| Obseva Sa | 0.6 | $47M | 2.6M | 18.03 | |
| eHealth (EHTH) | 0.6 | $46M | 1.6M | 28.26 | |
| Assembly Biosciences | 0.6 | $46M | 1.2M | 37.14 | |
| Arvinas Ord (ARVN) | 0.5 | $45M | 2.6M | 16.87 | |
| Galapagos Nv- (GLPG) | 0.5 | $44M | 392k | 112.43 | |
| Teleflex Incorporated (TFX) | 0.5 | $42M | 157k | 266.09 | |
| Proqr Thrapeutics N V shs euro (PRQR) | 0.5 | $39M | 2.0M | 19.35 | |
| Spectrum Pharmaceuticals | 0.5 | $38M | 2.3M | 16.80 | |
| Insmed (INSM) | 0.5 | $37M | 1.8M | 20.22 | |
| Xtant Med Hldgs (XTNT) | 0.4 | $35M | 9.2M | 3.85 | |
| Kala Pharmaceuticals | 0.4 | $34M | 3.4M | 9.87 | |
| Zai Lab (ZLAB) | 0.4 | $34M | 1.8M | 19.48 | |
| Amgen (AMGN) | 0.4 | $31M | 152k | 207.29 | |
| Insys Therapeutics | 0.4 | $31M | 3.0M | 10.08 | |
| Tandem Diabetes Care (TNDM) | 0.4 | $31M | 715k | 42.84 | |
| Rhythm Pharmaceuticals (RYTM) | 0.4 | $30M | 1.0M | 29.17 | |
| Foamix Pharmaceuticals | 0.4 | $30M | 5.2M | 5.73 | |
| Abbott Laboratories (ABT) | 0.3 | $29M | 394k | 73.36 | |
| Pfizer (PFE) | 0.3 | $30M | 669k | 44.07 | |
| Synlogic | 0.3 | $29M | 2.0M | 14.21 | |
| Gilead Sciences (GILD) | 0.3 | $28M | 365k | 77.21 | |
| Coherus Biosciences (CHRS) | 0.3 | $28M | 1.7M | 16.50 | |
| Selecta Biosciences (RNAC) | 0.3 | $26M | 1.7M | 15.55 | |
| Verrica Pharmaceuticals (VRCA) | 0.3 | $24M | 1.5M | 16.25 | |
| Stryker Corporation (SYK) | 0.3 | $23M | 130k | 177.68 | |
| Crispr Therapeutics (CRSP) | 0.3 | $22M | 496k | 44.35 | |
| Insmed Inc convertible security | 0.3 | $23M | 27M | 0.85 | |
| Sinovac Biotech (SVA) | 0.3 | $22M | 2.8M | 7.62 | |
| Amicus Therapeutics (FOLD) | 0.3 | $21M | 1.8M | 12.09 | |
| Invitae (NVTAQ) | 0.3 | $21M | 1.3M | 16.73 | |
| Intellia Therapeutics (NTLA) | 0.3 | $21M | 745k | 28.62 | |
| Aeglea Biotherapeutics | 0.2 | $21M | 2.2M | 9.57 | |
| Alpine Immune Sciences (ALPN) | 0.2 | $21M | 3.3M | 6.33 | |
| Aetna | 0.2 | $20M | 98k | 202.85 | |
| Scpharmaceuticals (SCPH) | 0.2 | $20M | 3.4M | 5.87 | |
| Select Medical Holdings Corporation (SEM) | 0.2 | $19M | 1.0M | 18.40 | |
| Rocket Pharmaceuticals (RCKT) | 0.2 | $19M | 775k | 24.62 | |
| McKesson Corporation (MCK) | 0.2 | $17M | 124k | 132.66 | |
| Neurocrine Biosciences (NBIX) | 0.2 | $17M | 138k | 122.95 | |
| Natera (NTRA) | 0.2 | $16M | 684k | 23.94 | |
| Novo Nordisk A/S (NVO) | 0.2 | $16M | 330k | 47.14 | |
| Verona Pharma Plc ads (VRNA) | 0.2 | $16M | 1.3M | 12.51 | |
| Aerpio Pharmaceuticals | 0.2 | $16M | 5.2M | 3.09 | |
| Dbv Technologies S A (DBVT) | 0.2 | $15M | 665k | 22.46 | |
| ImmunoGen | 0.2 | $14M | 1.5M | 9.47 | |
| Pieris Pharmaceuticals (PIRS) | 0.2 | $14M | 2.5M | 5.60 | |
| Radius Health | 0.2 | $14M | 763k | 17.80 | |
| Avrobio Ord (AVRO) | 0.2 | $13M | 250k | 51.87 | |
| Wright Medical Group Rtsn V | 0.1 | $12M | 8.7M | 1.40 | |
| Nabriva Therapeutics | 0.1 | $13M | 4.6M | 2.70 | |
| Dermira | 0.1 | $11M | 1.0M | 10.90 | |
| Global Blood Therapeutics In | 0.1 | $12M | 310k | 38.00 | |
| Ac Immune Sa (ACIU) | 0.1 | $12M | 1.4M | 8.00 | |
| Novus Therapeutics | 0.1 | $12M | 2.5M | 4.67 | |
| Hca Holdings (HCA) | 0.1 | $11M | 76k | 139.12 | |
| Cti Biopharma | 0.1 | $11M | 5.0M | 2.16 | |
| Adaptimmune Therapeutics (ADAP) | 0.1 | $9.0M | 667k | 13.56 | |
| Allakos (ALLK) | 0.1 | $9.0M | 200k | 44.99 | |
| D Fluidigm Corp Del (LAB) | 0.1 | $8.1M | 1.1M | 7.49 | |
| Fluidigm Corporation convertible cor | 0.1 | $8.6M | 10M | 0.86 | |
| Xenon Pharmaceuticals (XENE) | 0.1 | $8.4M | 635k | 13.20 | |
| BioMarin Pharmaceutical (BMRN) | 0.1 | $7.4M | 77k | 96.97 | |
| Nuvectra | 0.1 | $7.7M | 350k | 21.98 | |
| Inotek Pharmaceuticals 5.75% Cb 08/01/2021-registe bond | 0.1 | $7.8M | 7.0M | 1.11 | |
| Athenex | 0.1 | $6.7M | 430k | 15.54 | |
| 111 Inc ads (YI) | 0.1 | $6.8M | 500k | 13.52 | |
| Alkermes (ALKS) | 0.1 | $6.2M | 145k | 42.44 | |
| Marinus Pharmaceuticals | 0.1 | $5.7M | 568k | 10.00 | |
| Electrocore | 0.1 | $5.6M | 398k | 14.00 | |
| Constellation Pharmceticls I | 0.1 | $5.6M | 836k | 6.73 | |
| Ra Med Sys | 0.1 | $5.5M | 300k | 18.20 | |
| Menlo Therapeutics | 0.1 | $4.7M | 473k | 9.85 | |
| Neuronetics (STIM) | 0.1 | $4.8M | 150k | 32.06 | |
| Catalyst Pharmaceutical Partners (CPRX) | 0.1 | $4.2M | 1.1M | 3.78 | |
| Gw Pharmaceuticals Plc ads | 0.0 | $3.6M | 21k | 172.76 | |
| Syndax Pharmaceuticals (SNDX) | 0.0 | $3.5M | 437k | 8.08 | |
| Arsanis | 0.0 | $3.0M | 1.9M | 1.62 | |
| Meiragtx Holdings (MGTX) | 0.0 | $3.4M | 253k | 13.60 | |
| Realm Therapeutics | 0.0 | $3.1M | 1.0M | 2.99 | |
| Tesaro | 0.0 | $2.6M | 67k | 39.02 | |
| Redhill Biopharma Ltd cmn | 0.0 | $2.5M | 285k | 8.83 | |
| Adamas Pharmaceuticals | 0.0 | $2.0M | 100k | 20.02 | |
| Affimed Therapeutics B V | 0.0 | $1.4M | 327k | 4.35 | |
| Aegerion Pharmaceuticals 2% Du cvbond | 0.0 | $1.6M | 2.0M | 0.78 | |
| Sierra Oncology | 0.0 | $1.3M | 767k | 1.70 | |
| Anaptysbio Inc Common (ANAB) | 0.0 | $2.0M | 20k | 99.75 | |
| Biolinerx Ltd-spons | 0.0 | $1.1M | 1.0M | 1.07 | |
| Biomarin Pharmaceutical Inc note 0.750%10/1 | 0.0 | $515k | 500k | 1.03 | |
| Biomarin Pharmaceutical Inc note 1.500%10/1 | 0.0 | $600k | 500k | 1.20 | |
| Recro Pharma (SCTL) | 0.0 | $763k | 107k | 7.11 | |
| Alimera Sciences | 0.0 | $245k | 250k | 0.98 | |
| Medigus | 0.0 | $51k | 15k | 3.40 |
