Orbimed Advisors as of Sept. 30, 2019
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 113 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ascendis Pharma A S (ASND) | 6.8 | $358M | 3.7M | 96.32 | |
| Tricida | 6.5 | $343M | 11M | 30.87 | |
| Boston Scientific Corporation (BSX) | 4.1 | $214M | 5.3M | 40.69 | |
| Alector (ALEC) | 3.4 | $181M | 13M | 14.42 | |
| Prevail Therapeutics Ord | 3.2 | $170M | 14M | 12.28 | |
| Merck & Co (MRK) | 3.1 | $165M | 2.0M | 84.18 | |
| Alexion Pharmaceuticals | 3.1 | $163M | 1.7M | 97.94 | |
| Springworks Therapeutics (SWTX) | 3.0 | $161M | 7.4M | 21.68 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.7 | $143M | 846k | 169.42 | |
| Neurocrine Biosciences (NBIX) | 2.7 | $142M | 1.6M | 90.11 | |
| Edwards Lifesciences (EW) | 2.1 | $112M | 508k | 219.91 | |
| Intuitive Surgical (ISRG) | 2.1 | $111M | 206k | 539.93 | |
| Turning Point Therapeutics I | 2.0 | $103M | 2.7M | 37.60 | |
| Thermo Fisher Scientific (TMO) | 1.9 | $103M | 352k | 291.27 | |
| Iovance Biotherapeutics (IOVA) | 1.9 | $101M | 5.5M | 18.20 | |
| Natera (NTRA) | 1.9 | $98M | 3.0M | 32.80 | |
| Avedro | 1.8 | $96M | 4.2M | 22.70 | |
| Inspire Med Sys (INSP) | 1.7 | $90M | 1.5M | 61.02 | |
| Synthorx | 1.6 | $87M | 5.3M | 16.27 | |
| Nextcure (NXTC) | 1.6 | $84M | 2.7M | 30.85 | |
| Deciphera Pharmaceuticals | 1.6 | $84M | 2.5M | 33.94 | |
| eHealth (EHTH) | 1.5 | $81M | 1.2M | 66.79 | |
| Wright Medical Group Nv | 1.5 | $79M | 3.8M | 20.63 | |
| Bausch Health Companies (BHC) | 1.4 | $72M | 3.3M | 21.85 | |
| Logicbio Therapeutics | 1.3 | $70M | 6.5M | 10.81 | |
| Abbott Laboratories (ABT) | 1.3 | $69M | 822k | 83.67 | |
| Exelixis (EXEL) | 1.3 | $69M | 3.9M | 17.69 | |
| Sarepta Therapeutics (SRPT) | 1.3 | $67M | 887k | 75.32 | |
| Ptc Therapeutics I (PTCT) | 1.3 | $66M | 2.0M | 33.82 | |
| Regeneron Pharmaceuticals (REGN) | 1.2 | $63M | 228k | 277.40 | |
| Anthem (ELV) | 1.2 | $61M | 255k | 240.10 | |
| Dex (DXCM) | 1.1 | $57M | 384k | 149.24 | |
| Meiragtx Holdings (MGTX) | 1.0 | $53M | 3.3M | 15.95 | |
| Humana (HUM) | 0.9 | $47M | 182k | 255.67 | |
| Principia Biopharma | 0.9 | $45M | 1.6M | 28.24 | |
| Arvinas Ord (ARVN) | 0.9 | $45M | 2.1M | 21.55 | |
| Bellus Health | 0.9 | $45M | 7.0M | 6.42 | |
| Audentes Therapeutics | 0.8 | $45M | 1.6M | 28.09 | |
| Cigna Corp (CI) | 0.8 | $44M | 292k | 151.79 | |
| Restorbio | 0.8 | $43M | 4.8M | 8.84 | |
| Mirati Therapeutics | 0.8 | $42M | 535k | 77.91 | |
| Myokardia | 0.8 | $41M | 783k | 52.15 | |
| Athenex | 0.8 | $40M | 3.3M | 12.16 | |
| Tandem Diabetes Care (TNDM) | 0.7 | $39M | 664k | 58.98 | |
| Ultragenyx Pharmaceutical (RARE) | 0.7 | $36M | 834k | 42.78 | |
| Argenx Se (ARGX) | 0.7 | $35M | 310k | 113.96 | |
| Uniqure Nv (QURE) | 0.6 | $33M | 840k | 39.36 | |
| Harpoon Therapeutics | 0.6 | $33M | 2.4M | 13.66 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.6 | $31M | 2.0M | 15.04 | |
| ArQule | 0.5 | $27M | 3.7M | 7.17 | |
| Iqvia Holdings (IQV) | 0.5 | $26M | 175k | 149.38 | |
| Xtant Med Hldgs (XTNT) | 0.5 | $26M | 9.2M | 2.84 | |
| Amgen (AMGN) | 0.5 | $24M | 122k | 193.51 | |
| Prothena (PRTA) | 0.5 | $24M | 3.0M | 7.84 | |
| Spark Therapeutics | 0.5 | $24M | 245k | 96.98 | |
| Adverum Biotechnologies | 0.4 | $22M | 4.0M | 5.45 | |
| Aeglea Biotherapeutics | 0.4 | $22M | 2.9M | 7.69 | |
| Obseva Sa | 0.4 | $22M | 2.6M | 8.33 | |
| Verrica Pharmaceuticals (VRCA) | 0.4 | $22M | 1.5M | 14.76 | |
| Crispr Therapeutics (CRSP) | 0.4 | $21M | 516k | 40.99 | |
| Krystal Biotech (KRYS) | 0.4 | $21M | 602k | 34.73 | |
| Gilead Sciences (GILD) | 0.4 | $21M | 326k | 63.38 | |
| Corvus Pharmaceuticals (CRVS) | 0.4 | $20M | 6.8M | 3.01 | |
| Alcon (ALC) | 0.4 | $21M | 351k | 58.32 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.4 | $20M | 200k | 99.50 | |
| Scpharmaceuticals (SCPH) | 0.4 | $20M | 3.4M | 5.87 | |
| Aurinia Pharmaceuticals (AUPH) | 0.4 | $19M | 3.5M | 5.34 | |
| Novo Nordisk A/S (NVO) | 0.3 | $17M | 330k | 51.70 | |
| Sinovac Biotech (SVA) | 0.3 | $17M | 2.8M | 5.85 | |
| Zai Lab (ZLAB) | 0.3 | $17M | 514k | 32.35 | |
| Apellis Pharmaceuticals (APLS) | 0.3 | $15M | 624k | 24.09 | |
| Foamix Pharmaceuticals | 0.3 | $15M | 4.8M | 3.04 | |
| Alpine Immune Sciences | 0.3 | $15M | 3.7M | 3.96 | |
| Kala Pharmaceuticals | 0.2 | $13M | 3.4M | 3.80 | |
| Takeda Pharmaceutical (TAK) | 0.2 | $13M | 750k | 17.20 | |
| Reata Pharmaceuticals Inc Cl A | 0.2 | $12M | 150k | 80.29 | |
| X4 Pharmaceuticals (XFOR) | 0.2 | $12M | 937k | 12.71 | |
| Insmed (INSM) | 0.2 | $9.9M | 562k | 17.64 | |
| Karyopharm Therapeutics (KPTI) | 0.2 | $10M | 1.1M | 9.62 | |
| Nabriva Therapeutics | 0.2 | $9.3M | 4.6M | 2.00 | |
| Ra Pharmaceuticals | 0.2 | $8.9M | 377k | 23.65 | |
| Biogen Idec (BIIB) | 0.2 | $8.4M | 36k | 232.82 | |
| Puma Biotechnology (PBYI) | 0.2 | $8.5M | 787k | 10.77 | |
| Avrobio Ord (AVRO) | 0.1 | $8.1M | 571k | 14.12 | |
| Si-bone (SIBN) | 0.1 | $7.5M | 422k | 17.67 | |
| Alder Biopharmaceuticals | 0.1 | $6.6M | 350k | 18.86 | |
| Personalis Ord (PSNL) | 0.1 | $7.1M | 484k | 14.67 | |
| Xenon Pharmaceuticals (XENE) | 0.1 | $5.7M | 635k | 9.01 | |
| Verona Pharma Plc ads (VRNA) | 0.1 | $5.7M | 1.3M | 4.57 | |
| Health Catalyst (HCAT) | 0.1 | $5.7M | 180k | 31.64 | |
| Selecta Biosciences | 0.1 | $5.0M | 2.9M | 1.75 | |
| Arena Pharmaceuticals | 0.1 | $5.0M | 110k | 45.77 | |
| Constellation Pharmceticls I | 0.1 | $5.4M | 836k | 6.46 | |
| Synlogic | 0.1 | $4.6M | 2.0M | 2.29 | |
| Essa Pharma (EPIX) | 0.1 | $5.0M | 1.5M | 3.37 | |
| Intellia Therapeutics (NTLA) | 0.1 | $4.4M | 328k | 13.35 | |
| Cti Biopharma | 0.1 | $4.2M | 5.0M | 0.84 | |
| ACADIA Pharmaceuticals (ACAD) | 0.1 | $3.5M | 96k | 35.99 | |
| Aerpio Pharmaceuticals | 0.1 | $3.5M | 5.2M | 0.68 | |
| Amarin Corporation (AMRN) | 0.1 | $3.4M | 221k | 15.16 | |
| Mersana Therapeutics (MRSN) | 0.1 | $3.0M | 1.9M | 1.58 | |
| Menlo Therapeutics | 0.1 | $3.0M | 663k | 4.48 | |
| Curis | 0.1 | $2.8M | 1.2M | 2.24 | |
| Intercept Pharmaceuticals In | 0.0 | $2.1M | 32k | 66.37 | |
| Adaptimmune Therapeutics (ADAP) | 0.0 | $2.0M | 1.4M | 1.51 | |
| Novus Therapeutics | 0.0 | $2.0M | 3.2M | 0.62 | |
| Syndax Pharmaceuticals (SNDX) | 0.0 | $1.6M | 212k | 7.47 | |
| Spero Therapeutics (SPRO) | 0.0 | $1.5M | 141k | 10.60 | |
| Cel Sci (CVM) | 0.0 | $1.1M | 125k | 8.94 | |
| Kalvista Pharmaceuticals (KALV) | 0.0 | $449k | 39k | 11.59 | |
| Rubius Therapeutics | 0.0 | $785k | 100k | 7.85 | |
| Medigus | 0.0 | $26k | 15k | 1.73 | |
| Biolinerx (BLRX) | 0.0 | $183k | 69k | 2.64 |
