Orbimed Advisors as of March 31, 2020
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 140 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ascendis Pharma A S (ASND) | 6.2 | $370M | 3.3M | 112.61 | |
| Tricida | 3.6 | $212M | 9.6M | 22.00 | |
| Alector (ALEC) | 3.4 | $201M | 8.3M | 24.13 | |
| Springworks Therapeutics (SWTX) | 3.4 | $200M | 7.4M | 27.00 | |
| Merck & Co (MRK) | 3.3 | $199M | 2.6M | 76.94 | |
| Alexion Pharmaceuticals | 3.1 | $186M | 2.1M | 89.79 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.9 | $176M | 737k | 237.95 | |
| Prevail Therapeutics Ord | 2.8 | $169M | 14M | 12.19 | |
| Iovance Biotherapeutics (IOVA) | 2.8 | $166M | 5.5M | 29.93 | |
| Boston Scientific Corporation (BSX) | 2.7 | $158M | 4.8M | 32.63 | |
| Biogen Idec (BIIB) | 2.6 | $152M | 480k | 316.38 | |
| Arcutis Biotherapeutics (ARQT) | 2.3 | $139M | 4.7M | 29.80 | |
| Bristol Myers Squibb (BMY) | 2.3 | $138M | 2.5M | 55.74 | |
| Turning Point Therapeutics I | 2.1 | $123M | 2.7M | 44.66 | |
| Pfizer (PFE) | 1.9 | $115M | 3.5M | 32.64 | |
| Gilead Sciences (GILD) | 1.8 | $110M | 1.5M | 74.76 | |
| Passage Bio | 1.8 | $110M | 7.0M | 15.75 | |
| Mirati Therapeutics | 1.8 | $109M | 1.4M | 76.87 | |
| 89bio (ETNB) | 1.7 | $101M | 4.0M | 25.25 | |
| Nextcure (NXTC) | 1.7 | $101M | 2.7M | 37.07 | |
| Neurocrine Biosciences (NBIX) | 1.7 | $100M | 1.2M | 86.55 | |
| Natera (NTRA) | 1.7 | $100M | 3.3M | 29.86 | |
| Dex (DXCM) | 1.5 | $91M | 338k | 269.27 | |
| eHealth (EHTH) | 1.5 | $90M | 639k | 140.82 | |
| Sarepta Therapeutics (SRPT) | 1.5 | $88M | 902k | 97.82 | |
| Humana (HUM) | 1.5 | $88M | 280k | 314.02 | |
| Intuitive Surgical (ISRG) | 1.4 | $84M | 169k | 495.21 | |
| Centene Corporation (CNC) | 1.3 | $79M | 1.3M | 59.41 | |
| Cigna Corp (CI) | 1.3 | $78M | 440k | 177.18 | |
| Bellus Health | 1.2 | $69M | 7.0M | 9.87 | |
| Horizon Therapeutics | 1.2 | $69M | 2.3M | 29.62 | |
| Agios Pharmaceuticals (AGIO) | 1.1 | $68M | 1.9M | 35.48 | |
| Hca Holdings (HCA) | 1.1 | $64M | 710k | 89.85 | |
| Stryker Corporation (SYK) | 1.0 | $62M | 371k | 166.49 | |
| Exelixis (EXEL) | 0.9 | $55M | 3.2M | 17.22 | |
| Ptc Therapeutics I (PTCT) | 0.9 | $51M | 1.1M | 44.61 | |
| Meiragtx Holdings (MGTX) | 0.8 | $48M | 3.6M | 13.44 | |
| Glaukos (GKOS) | 0.8 | $48M | 1.5M | 30.86 | |
| Deciphera Pharmaceuticals | 0.8 | $48M | 1.2M | 41.17 | |
| Kala Pharmaceuticals | 0.8 | $48M | 5.4M | 8.79 | |
| Uniqure Nv (QURE) | 0.8 | $47M | 984k | 47.45 | |
| BioMarin Pharmaceutical (BMRN) | 0.8 | $46M | 541k | 84.50 | |
| Imara | 0.7 | $44M | 2.7M | 16.03 | |
| Applied Therapeutics (APLT) | 0.7 | $43M | 1.3M | 32.69 | |
| Arvinas Ord (ARVN) | 0.7 | $40M | 995k | 40.30 | |
| Bausch Health Companies (BHC) | 0.6 | $37M | 2.4M | 15.50 | |
| Adverum Biotechnologies | 0.6 | $34M | 3.5M | 9.77 | |
| Edwards Lifesciences (EW) | 0.6 | $33M | 177k | 188.62 | |
| Logicbio Therapeutics | 0.5 | $32M | 6.5M | 4.94 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $31M | 110k | 283.60 | |
| AtriCure (ATRC) | 0.5 | $31M | 928k | 33.59 | |
| Prothena (PRTA) | 0.5 | $31M | 2.9M | 10.70 | |
| Athenex | 0.5 | $31M | 4.0M | 7.74 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.5 | $30M | 2.0M | 14.70 | |
| Nanostring Technologies (NSTGQ) | 0.5 | $29M | 1.2M | 24.05 | |
| Harpoon Therapeutics | 0.5 | $28M | 2.4M | 11.58 | |
| Acadia Healthcare (ACHC) | 0.4 | $25M | 1.4M | 18.35 | |
| Scpharmaceuticals (SCPH) | 0.4 | $25M | 3.4M | 7.40 | |
| Tela Bio (TELA) | 0.4 | $24M | 3.0M | 7.82 | |
| Crispr Therapeutics (CRSP) | 0.4 | $23M | 551k | 42.41 | |
| Acceleron Pharma | 0.4 | $23M | 258k | 89.87 | |
| Benefytt Technologies Cl A Ord | 0.4 | $22M | 963k | 22.39 | |
| Amgen (AMGN) | 0.4 | $21M | 105k | 202.73 | |
| Inspire Med Sys (INSP) | 0.4 | $21M | 347k | 60.28 | |
| Zymeworks | 0.3 | $21M | 582k | 35.47 | |
| Novo Nordisk A/S (NVO) | 0.3 | $20M | 330k | 60.20 | |
| Aurinia Pharmaceuticals (AUPH) | 0.3 | $19M | 1.3M | 14.51 | |
| Iqvia Holdings (IQV) | 0.3 | $19M | 175k | 107.86 | |
| Xenon Pharmaceuticals (XENE) | 0.3 | $19M | 1.7M | 11.34 | |
| Alcon (ALC) | 0.3 | $18M | 351k | 51.07 | |
| Abbvie (ABBV) | 0.3 | $17M | 229k | 76.19 | |
| Sinovac Biotech | 0.3 | $17M | 2.8M | 6.04 | |
| Si-bone (SIBN) | 0.3 | $17M | 1.4M | 11.95 | |
| Chardan Healthcare Acqu- Ord | 0.3 | $16M | 2.3M | 7.00 | |
| Verrica Pharmaceuticals | 0.3 | $16M | 1.5M | 10.93 | |
| Spdr S&p 500 Etf (SPY) | 0.3 | $16M | 50k | 315.48 | |
| Sierra Oncology | 0.2 | $15M | 1.5M | 9.82 | |
| Corvus Pharmaceuticals (CRVS) | 0.2 | $14M | 6.8M | 2.11 | |
| Aeglea Biotherapeutics | 0.2 | $13M | 2.9M | 4.66 | |
| Zai Lab (ZLAB) | 0.2 | $13M | 254k | 51.48 | |
| Pfenex | 0.2 | $12M | 1.3M | 8.82 | |
| X4 Pharmaceuticals | 0.2 | $11M | 1.1M | 10.00 | |
| Alpine Immune Sciences | 0.2 | $11M | 3.7M | 2.88 | |
| Neoleukin Therapeutics | 0.2 | $11M | 922k | 11.38 | |
| Avrobio Ord (AVRO) | 0.2 | $10M | 663k | 15.56 | |
| Health Care SPDR (XLV) | 0.2 | $10M | 113k | 88.58 | |
| SPDR S&P Biotech (XBI) | 0.2 | $9.8M | 127k | 77.44 | |
| Cti Biopharma | 0.1 | $8.8M | 9.5M | 0.92 | |
| Regenxbio Inc equity us cm (RGNX) | 0.1 | $8.7M | 268k | 32.38 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $8.4M | 17k | 488.31 | |
| Mersana Therapeutics | 0.1 | $7.9M | 1.3M | 5.83 | |
| Cara Therapeutics | 0.1 | $7.8M | 593k | 13.21 | |
| Adaptimmune Therapeutics (ADAP) | 0.1 | $6.9M | 2.5M | 2.72 | |
| Revolution Medicines (RVMD) | 0.1 | $6.6M | 300k | 21.91 | |
| Heron Therapeutics (HRTX) | 0.1 | $6.3M | 537k | 11.74 | |
| Obseva Sa | 0.1 | $6.3M | 2.6M | 2.41 | |
| Selecta Biosciences | 0.1 | $6.3M | 2.6M | 2.41 | |
| Xtant Med Hldgs (XTNT) | 0.1 | $6.2M | 9.2M | 0.67 | |
| Essa Pharma (EPIX) | 0.1 | $5.9M | 1.5M | 4.00 | |
| 10x Genomics Inc Cl A (TXG) | 0.1 | $5.8M | 93k | 62.32 | |
| Arena Pharmaceuticals | 0.1 | $5.6M | 133k | 42.00 | |
| Anaptysbio Inc Common (ANAB) | 0.1 | $5.3M | 376k | 14.13 | |
| Verona Pharma Plc ads (VRNA) | 0.1 | $5.2M | 1.3M | 4.12 | |
| Restorbio | 0.1 | $5.0M | 4.8M | 1.03 | |
| Theravance Biopharma (TBPH) | 0.1 | $4.9M | 212k | 23.11 | |
| Health Catalyst (HCAT) | 0.1 | $4.7M | 180k | 26.15 | |
| Menlo Therapeutics | 0.1 | $4.7M | 1.8M | 2.68 | |
| Igm Biosciences (IGMS) | 0.1 | $4.5M | 81k | 56.15 | |
| Inflarx Nv (IFRX) | 0.1 | $4.1M | 1.1M | 3.82 | |
| Aptose Biosciences | 0.1 | $3.9M | 659k | 5.94 | |
| Argenx Se (ARGX) | 0.1 | $3.8M | 29k | 131.72 | |
| Synlogic | 0.1 | $3.5M | 2.0M | 1.72 | |
| Trillium Therapeutics, Inc. Cmn | 0.1 | $3.2M | 801k | 4.04 | |
| Kalvista Pharmaceuticals (KALV) | 0.1 | $3.2M | 421k | 7.65 | |
| Intellia Therapeutics (NTLA) | 0.1 | $3.2M | 262k | 12.23 | |
| Syndax Pharmaceuticals (SNDX) | 0.1 | $3.2M | 290k | 10.97 | |
| Aerpio Pharmaceuticals | 0.0 | $2.9M | 5.2M | 0.55 | |
| Immunovant (IMVT) | 0.0 | $2.8M | 180k | 15.57 | |
| Nabriva Therapeutics | 0.0 | $2.7M | 4.6M | 0.58 | |
| Neubase Therapeutics Ord | 0.0 | $2.6M | 371k | 7.12 | |
| Iveric Bio | 0.0 | $2.6M | 750k | 3.44 | |
| Aptinyx | 0.0 | $2.5M | 1.2M | 2.16 | |
| Bioxcel Therapeutics | 0.0 | $2.4M | 107k | 22.35 | |
| Agile Therapeutics | 0.0 | $2.2M | 1.2M | 1.86 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $2.0M | 68k | 28.77 | |
| Cassava Sciences (SAVA) | 0.0 | $1.5M | 250k | 6.12 | |
| Apellis Pharmaceuticals (APLS) | 0.0 | $1.4M | 51k | 26.78 | |
| Rts/bristol-myers Squibb Compa | 0.0 | $1.3M | 350k | 3.80 | |
| Novus Therapeutics | 0.0 | $1.2M | 3.2M | 0.39 | |
| Sutro Biopharma (STRO) | 0.0 | $1.1M | 105k | 10.20 | |
| Kitov Pharmaceuticals Hldgs | 0.0 | $1.1M | 3.5M | 0.31 | |
| Flexion Therapeutics | 0.0 | $1.0M | 133k | 7.87 | |
| Curis | 0.0 | $956k | 1.4M | 0.70 | |
| Zafgen | 0.0 | $852k | 1.1M | 0.77 | |
| Intersect Ent | 0.0 | $812k | 69k | 11.84 | |
| Mustang Bio | 0.0 | $675k | 252k | 2.68 | |
| Protagonist Therapeutics (PTGX) | 0.0 | $472k | 67k | 7.05 | |
| Catabasis Pharmaceuticals Ord | 0.0 | $184k | 44k | 4.14 | |
| Otonomy | 0.0 | $142k | 72k | 1.97 | |
| Biolinerx | 0.0 | $92k | 69k | 1.33 |
