Orbimed Advisors as of Dec. 31, 2019
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 135 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ascendis Pharma A S (ASND) | 6.6 | $465M | 3.3M | 139.12 | |
| Synthorx | 5.3 | $372M | 5.3M | 69.89 | |
| Tricida | 5.2 | $363M | 9.6M | 37.74 | |
| Springworks Therapeutics (SWTX) | 4.1 | $285M | 7.4M | 38.49 | |
| Prevail Therapeutics Ord | 3.1 | $219M | 14M | 15.83 | |
| Boston Scientific Corporation (BSX) | 3.0 | $211M | 4.7M | 45.22 | |
| Alector (ALEC) | 2.7 | $189M | 11M | 17.23 | |
| Alexion Pharmaceuticals | 2.6 | $180M | 1.7M | 108.15 | |
| Merck & Co (MRK) | 2.5 | $178M | 2.0M | 90.95 | |
| Mirati Therapeutics | 2.5 | $173M | 1.3M | 128.86 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.5 | $172M | 783k | 218.95 | |
| Turning Point Therapeutics I | 2.4 | $171M | 2.7M | 62.29 | |
| Iovance Biotherapeutics (IOVA) | 2.2 | $154M | 5.5M | 27.68 | |
| Nextcure (NXTC) | 2.2 | $153M | 2.7M | 56.33 | |
| Humana (HUM) | 2.0 | $144M | 392k | 366.52 | |
| Bristol Myers Squibb (BMY) | 1.6 | $109M | 1.7M | 64.19 | |
| eHealth (EHTH) | 1.5 | $107M | 1.1M | 96.08 | |
| 89bio (ETNB) | 1.5 | $105M | 4.0M | 26.29 | |
| Edwards Lifesciences (EW) | 1.4 | $102M | 435k | 233.29 | |
| Neurocrine Biosciences (NBIX) | 1.4 | $101M | 936k | 107.49 | |
| Inspire Med Sys (INSP) | 1.4 | $100M | 1.3M | 74.21 | |
| Cigna Corp (CI) | 1.4 | $100M | 490k | 204.49 | |
| Intuitive Surgical (ISRG) | 1.4 | $99M | 168k | 591.15 | |
| ArQule | 1.4 | $100M | 5.0M | 19.96 | |
| Sarepta Therapeutics (SRPT) | 1.4 | $99M | 766k | 129.04 | |
| Danaher Corporation (DHR) | 1.4 | $98M | 639k | 153.48 | |
| Bausch Health Companies (BHC) | 1.4 | $95M | 3.2M | 29.92 | |
| Deciphera Pharmaceuticals | 1.4 | $94M | 1.5M | 62.24 | |
| Glaukos (GKOS) | 1.2 | $84M | 1.5M | 54.47 | |
| Ptc Therapeutics I (PTCT) | 1.2 | $83M | 1.7M | 48.03 | |
| Natera (NTRA) | 1.2 | $82M | 2.4M | 33.69 | |
| Regeneron Pharmaceuticals (REGN) | 1.1 | $79M | 209k | 375.48 | |
| Uniqure Nv (QURE) | 1.1 | $78M | 1.1M | 71.66 | |
| Arvinas Ord (ARVN) | 1.1 | $78M | 1.9M | 41.09 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $72M | 221k | 324.87 | |
| Meiragtx Holdings (MGTX) | 1.0 | $69M | 3.5M | 20.02 | |
| Tandem Diabetes Care (TNDM) | 1.0 | $68M | 1.1M | 59.61 | |
| Exelixis (EXEL) | 0.9 | $66M | 3.8M | 17.62 | |
| Abbott Laboratories (ABT) | 0.9 | $62M | 715k | 86.86 | |
| Horizon Therapeutics | 0.8 | $57M | 1.6M | 36.20 | |
| Krystal Biotech (KRYS) | 0.8 | $55M | 995k | 55.38 | |
| Bellus Health | 0.8 | $53M | 7.0M | 7.56 | |
| Dex (DXCM) | 0.7 | $51M | 235k | 218.74 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.7 | $51M | 2.0M | 25.09 | |
| Adverum Biotechnologies | 0.7 | $50M | 4.3M | 11.52 | |
| Aurinia Pharmaceuticals (AUPH) | 0.7 | $48M | 2.3M | 20.26 | |
| Crispr Therapeutics (CRSP) | 0.7 | $47M | 766k | 60.90 | |
| Prothena (PRTA) | 0.7 | $46M | 2.9M | 15.83 | |
| Logicbio Therapeutics | 0.7 | $47M | 6.5M | 7.20 | |
| Athenex | 0.6 | $42M | 2.8M | 15.27 | |
| Argenx Se (ARGX) | 0.6 | $41M | 256k | 160.52 | |
| Tela Bio (TELA) | 0.6 | $39M | 3.0M | 12.95 | |
| Corvus Pharmaceuticals (CRVS) | 0.5 | $37M | 6.8M | 5.44 | |
| Harpoon Therapeutics | 0.5 | $36M | 2.4M | 14.79 | |
| Anthem (ELV) | 0.5 | $32M | 107k | 302.03 | |
| Amgen (AMGN) | 0.4 | $29M | 122k | 241.07 | |
| Hca Holdings (HCA) | 0.4 | $28M | 190k | 147.81 | |
| Iqvia Holdings (IQV) | 0.4 | $27M | 175k | 154.51 | |
| Zimmer Holdings (ZBH) | 0.4 | $27M | 179k | 149.68 | |
| Applied Therapeutics (APLT) | 0.4 | $27M | 987k | 27.28 | |
| Verrica Pharmaceuticals (VRCA) | 0.3 | $24M | 1.5M | 15.89 | |
| SPDR S&P Biotech (XBI) | 0.3 | $23M | 237k | 95.11 | |
| Chardan Healthcare Acqu- Ord | 0.3 | $22M | 2.3M | 9.68 | |
| Aeglea Biotherapeutics | 0.3 | $22M | 2.9M | 7.64 | |
| Zai Lab (ZLAB) | 0.3 | $21M | 514k | 41.59 | |
| Gilead Sciences (GILD) | 0.3 | $21M | 326k | 64.98 | |
| Scpharmaceuticals (SCPH) | 0.3 | $19M | 3.4M | 5.66 | |
| Alcon (ALC) | 0.3 | $20M | 351k | 56.70 | |
| Biogen Idec (BIIB) | 0.3 | $19M | 65k | 296.73 | |
| Novo Nordisk A/S (NVO) | 0.3 | $19M | 330k | 57.88 | |
| Avantor (AVTR) | 0.3 | $18M | 1.0M | 18.15 | |
| Sinovac Biotech | 0.2 | $17M | 2.8M | 6.04 | |
| Xtant Med Hldgs (XTNT) | 0.2 | $15M | 9.2M | 1.60 | |
| Alpine Immune Sciences | 0.2 | $14M | 3.7M | 3.84 | |
| Kala Pharmaceuticals | 0.2 | $13M | 3.4M | 3.69 | |
| Avrobio Ord (AVRO) | 0.2 | $13M | 635k | 20.13 | |
| Karyopharm Therapeutics (KPTI) | 0.2 | $12M | 622k | 19.17 | |
| Mersana Therapeutics (MRSN) | 0.2 | $12M | 2.1M | 5.73 | |
| X4 Pharmaceuticals (XFOR) | 0.2 | $12M | 1.1M | 10.70 | |
| Health Care SPDR (XLV) | 0.2 | $12M | 113k | 101.86 | |
| Neoleukin Therapeutics | 0.2 | $11M | 900k | 12.32 | |
| Obseva Sa | 0.1 | $10M | 2.6M | 3.82 | |
| Foamix Pharmaceuticals | 0.1 | $8.6M | 2.6M | 3.33 | |
| Xenon Pharmaceuticals (XENE) | 0.1 | $8.3M | 635k | 13.11 | |
| Essa Pharma (EPIX) | 0.1 | $8.1M | 1.5M | 5.50 | |
| Iveric Bio | 0.1 | $8.6M | 1.0M | 8.58 | |
| Cti Biopharma | 0.1 | $7.9M | 5.0M | 1.58 | |
| Pfenex | 0.1 | $6.8M | 615k | 10.98 | |
| Selecta Biosciences | 0.1 | $6.9M | 2.9M | 2.38 | |
| Verona Pharma Plc ads (VRNA) | 0.1 | $7.2M | 1.3M | 5.75 | |
| Restorbio | 0.1 | $7.2M | 4.8M | 1.49 | |
| Aptose Biosciences | 0.1 | $6.5M | 1.2M | 5.67 | |
| Zogenix | 0.1 | $6.5M | 125k | 52.13 | |
| Ionis Pharmaceuticals (IONS) | 0.1 | $6.5M | 107k | 60.41 | |
| Anaptysbio Inc Common (ANAB) | 0.1 | $6.1M | 376k | 16.25 | |
| Nabriva Therapeutics | 0.1 | $6.1M | 4.6M | 1.32 | |
| Health Catalyst (HCAT) | 0.1 | $6.2M | 180k | 34.70 | |
| Amarin Corporation (AMRN) | 0.1 | $5.4M | 250k | 21.44 | |
| AtriCure (ATRC) | 0.1 | $5.5M | 169k | 32.51 | |
| Acceleron Pharma | 0.1 | $5.7M | 108k | 53.02 | |
| Personalis Ord (PSNL) | 0.1 | $5.3M | 484k | 10.90 | |
| Milestone Pharmaceuticals (MIST) | 0.1 | $5.8M | 364k | 16.01 | |
| Incyte Corporation (INCY) | 0.1 | $5.2M | 60k | 87.33 | |
| Arena Pharmaceuticals | 0.1 | $5.0M | 110k | 45.42 | |
| Synlogic | 0.1 | $5.2M | 2.0M | 2.58 | |
| ACADIA Pharmaceuticals (ACAD) | 0.1 | $4.1M | 96k | 42.78 | |
| AstraZeneca (AZN) | 0.1 | $3.5M | 70k | 49.86 | |
| Sanofi-Aventis SA (SNY) | 0.1 | $3.4M | 68k | 50.20 | |
| Dermira | 0.1 | $3.8M | 250k | 15.16 | |
| Intellia Therapeutics (NTLA) | 0.1 | $3.8M | 262k | 14.67 | |
| Aerpio Pharmaceuticals | 0.1 | $3.2M | 5.2M | 0.62 | |
| BioMarin Pharmaceutical (BMRN) | 0.0 | $2.9M | 35k | 84.55 | |
| Intercept Pharmaceuticals In | 0.0 | $2.8M | 23k | 123.90 | |
| Flexion Therapeutics | 0.0 | $2.8M | 133k | 20.70 | |
| Kalvista Pharmaceuticals (KALV) | 0.0 | $2.9M | 161k | 17.81 | |
| Myokardia | 0.0 | $2.0M | 28k | 72.87 | |
| Syndax Pharmaceuticals (SNDX) | 0.0 | $1.9M | 212k | 8.78 | |
| Novus Therapeutics | 0.0 | $1.8M | 3.2M | 0.58 | |
| Curis | 0.0 | $2.3M | 1.4M | 1.70 | |
| ImmunoGen | 0.0 | $1.5M | 287k | 5.10 | |
| Insmed (INSM) | 0.0 | $1.4M | 59k | 23.88 | |
| Otonomy | 0.0 | $1.3M | 351k | 3.83 | |
| Adaptimmune Therapeutics (ADAP) | 0.0 | $1.6M | 1.4M | 1.20 | |
| Regenxbio Inc equity us cm (RGNX) | 0.0 | $1.1M | 27k | 40.97 | |
| Protagonist Therapeutics (PTGX) | 0.0 | $1.3M | 191k | 7.05 | |
| Spero Therapeutics (SPRO) | 0.0 | $1.3M | 132k | 9.62 | |
| Sutro Biopharma (STRO) | 0.0 | $1.2M | 105k | 11.00 | |
| Mirum Pharmaceuticals (MIRM) | 0.0 | $1.7M | 71k | 24.52 | |
| Rts/bristol-myers Squibb Compa | 0.0 | $1.1M | 350k | 3.01 | |
| Zafgen | 0.0 | $911k | 821k | 1.11 | |
| Mustang Bio | 0.0 | $1.0M | 252k | 4.08 | |
| Aptinyx | 0.0 | $489k | 143k | 3.42 | |
| Rubius Therapeutics | 0.0 | $950k | 100k | 9.50 | |
| Medigus | 0.0 | $26k | 15k | 1.73 | |
| Biolinerx (BLRX) | 0.0 | $156k | 69k | 2.25 |
