Orbimed Advisors as of June 30, 2020
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 132 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Springworks Therapeutics (SWTX) | 4.4 | $311M | 7.4M | 42.00 | |
| Tricida | 3.7 | $264M | 9.6M | 27.48 | |
| Alexion Pharmaceuticals | 3.6 | $253M | 2.3M | 112.24 | |
| Ascendis Pharma A S Sponsored Adr (ASND) | 3.3 | $231M | 1.6M | 147.90 | |
| Prevail Therapeutics Ord | 2.9 | $206M | 14M | 14.90 | |
| Merck & Co (MRK) | 2.8 | $200M | 2.6M | 77.33 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.7 | $193M | 666k | 290.31 | |
| Biogen Idec (BIIB) | 2.7 | $192M | 716k | 267.55 | |
| Passage Bio (PASG) | 2.7 | $190M | 7.0M | 27.33 | |
| Iovance Biotherapeutics (IOVA) | 2.6 | $182M | 6.6M | 27.45 | |
| Turning Point Therapeutics I | 2.5 | $177M | 2.7M | 64.59 | |
| Boston Scientific Corporation (BSX) | 2.4 | $170M | 4.8M | 35.11 | |
| Bristol Myers Squibb (BMY) | 2.4 | $170M | 2.9M | 58.80 | |
| Natera (NTRA) | 2.3 | $162M | 3.2M | 49.86 | |
| Horizon Therapeutics Pub SHS | 2.2 | $159M | 2.9M | 55.58 | |
| Mirati Therapeutics | 2.1 | $151M | 1.3M | 114.17 | |
| Alector (ALEC) | 2.1 | $146M | 6.0M | 24.44 | |
| Neurocrine Biosciences (NBIX) | 2.0 | $145M | 1.2M | 122.00 | |
| Arcutis Biotherapeutics (ARQT) | 2.0 | $141M | 4.7M | 30.24 | |
| Burning Rock Biotech Sponsored Ads | 1.8 | $128M | 4.7M | 27.01 | |
| Humana (HUM) | 1.5 | $109M | 280k | 387.75 | |
| Repare Therapeutics Ord (RPTX) | 1.5 | $106M | 3.4M | 31.02 | |
| Oric Pharmaceuticals (ORIC) | 1.4 | $99M | 2.9M | 33.73 | |
| Agios Pharmaceuticals (AGIO) | 1.4 | $98M | 1.8M | 53.48 | |
| Dex (DXCM) | 1.3 | $92M | 226k | 405.40 | |
| Sarepta Therapeutics (SRPT) | 1.3 | $90M | 560k | 160.34 | |
| Centene Corporation (CNC) | 1.2 | $85M | 1.3M | 63.55 | |
| Cigna Corp (CI) | 1.2 | $83M | 440k | 187.65 | |
| 89bio (ETNB) | 1.1 | $80M | 4.0M | 19.93 | |
| Imara | 1.1 | $75M | 2.7M | 27.63 | |
| Adverum Biotechnologies | 1.0 | $69M | 3.3M | 20.88 | |
| Deciphera Pharmaceuticals | 0.9 | $67M | 1.1M | 59.72 | |
| Intuitive Surgical Com New (ISRG) | 0.9 | $64M | 113k | 569.83 | |
| Keros Therapeutics (KROS) | 0.9 | $63M | 1.7M | 37.51 | |
| eHealth (EHTH) | 0.9 | $63M | 639k | 98.24 | |
| Nextcure (NXTC) | 0.8 | $58M | 2.7M | 21.44 | |
| Exelixis (EXEL) | 0.8 | $57M | 2.4M | 23.74 | |
| Kala Pharmaceuticals | 0.8 | $57M | 5.4M | 10.51 | |
| Fusion Pharmaceuticals | 0.8 | $56M | 3.2M | 17.47 | |
| Abbvie (ABBV) | 0.8 | $55M | 564k | 98.18 | |
| AtriCure (ATRC) | 0.8 | $55M | 1.2M | 44.95 | |
| Athenex | 0.8 | $55M | 4.0M | 13.76 | |
| Logicbio Therapeutics | 0.8 | $55M | 6.5M | 8.46 | |
| Theravance Biopharma (TBPH) | 0.8 | $54M | 2.6M | 20.99 | |
| Bellus Health Com New | 0.7 | $53M | 5.1M | 10.32 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.7 | $51M | 698k | 73.49 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.7 | $48M | 2.8M | 17.52 | |
| Glaukos (GKOS) | 0.7 | $47M | 1.2M | 38.42 | |
| Meiragtx Holdings (MGTX) | 0.7 | $47M | 3.7M | 12.52 | |
| Mersana Therapeutics (MRSN) | 0.6 | $45M | 1.9M | 23.40 | |
| Applied Therapeutics (APLT) | 0.6 | $44M | 1.2M | 36.15 | |
| Uniqure Nv SHS (QURE) | 0.6 | $44M | 969k | 45.06 | |
| Thermo Fisher Scientific (TMO) | 0.6 | $40M | 110k | 362.34 | |
| Tela Bio (TELA) | 0.6 | $39M | 3.0M | 12.96 | |
| Aeglea Biotherapeutics | 0.5 | $37M | 4.0M | 9.25 | |
| Prothena Corp SHS (PRTA) | 0.5 | $37M | 3.5M | 10.46 | |
| Edwards Lifesciences (EW) | 0.5 | $37M | 530k | 69.11 | |
| Alpine Immune Sciences | 0.5 | $36M | 3.7M | 9.71 | |
| Scpharmaceuticals (SCPH) | 0.5 | $35M | 4.8M | 7.36 | |
| Nanostring Technologies (NSTGQ) | 0.5 | $35M | 1.2M | 29.35 | |
| Acadia Healthcare (ACHC) | 0.5 | $35M | 1.4M | 25.12 | |
| Selectquote Ord (SLQT) | 0.4 | $32M | 1.3M | 25.33 | |
| Xenon Pharmaceuticals (XENE) | 0.4 | $31M | 2.5M | 12.54 | |
| Harpoon Therapeutics | 0.4 | $31M | 1.8M | 16.60 | |
| Inspire Med Sys (INSP) | 0.4 | $30M | 347k | 87.02 | |
| Vaxcyte (PCVX) | 0.4 | $27M | 850k | 31.61 | |
| Immunomedics | 0.4 | $27M | 758k | 35.44 | |
| Sinovac Biotech SHS (SVA) | 0.4 | $26M | 2.8M | 8.98 | |
| Iqvia Holdings (IQV) | 0.3 | $25M | 175k | 141.88 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.3 | $24M | 1.9M | 12.33 | |
| Flexion Therapeutics | 0.3 | $22M | 1.7M | 13.15 | |
| Si-bone (SIBN) | 0.3 | $22M | 1.4M | 15.94 | |
| Novo-nordisk A S Adr (NVO) | 0.3 | $22M | 330k | 65.48 | |
| Amgen (AMGN) | 0.3 | $22M | 92k | 235.86 | |
| Zymeworks | 0.3 | $21M | 582k | 36.07 | |
| Alcon Ord Shs (ALC) | 0.3 | $20M | 351k | 57.40 | |
| Benefytt Technologies Com Cl A | 0.3 | $20M | 963k | 20.46 | |
| Aurinia Pharmaceuticals (AUPH) | 0.3 | $19M | 1.2M | 16.25 | |
| Regeneron Pharmaceuticals (REGN) | 0.3 | $19M | 31k | 623.66 | |
| Corvus Pharmaceuticals (CRVS) | 0.3 | $18M | 6.8M | 2.72 | |
| Sierra Oncology Com New | 0.3 | $18M | 1.5M | 12.10 | |
| Iveric Bio | 0.2 | $17M | 3.3M | 5.10 | |
| Verrica Pharmaceuticals (VRCA) | 0.2 | $16M | 1.5M | 11.01 | |
| Syndax Pharmaceuticals (SNDX) | 0.2 | $16M | 1.1M | 14.82 | |
| Obseva Sa | 0.2 | $15M | 2.6M | 5.89 | |
| Gilead Sciences (GILD) | 0.2 | $15M | 192k | 76.94 | |
| 9 Meters Biopharma | 0.2 | $15M | 26M | 0.57 | |
| Forte Biosciences (FBRX) | 0.2 | $14M | 950k | 14.58 | |
| Avrobio Ord (AVRO) | 0.2 | $14M | 794k | 17.45 | |
| Chardan Healthcare Acqu- Ord (PHGE) | 0.2 | $13M | 2.3M | 5.52 | |
| Acceleron Pharma | 0.2 | $12M | 128k | 95.27 | |
| Larimar Therapeutics (LRMR) | 0.2 | $12M | 934k | 12.85 | |
| D Fluidigm Corp Del (LAB) | 0.2 | $12M | 2.9M | 4.01 | |
| Arcturus Therapeutics Hldg I (ARCT) | 0.2 | $11M | 239k | 46.74 | |
| Cti Biopharma | 0.2 | $11M | 9.5M | 1.16 | |
| GenMark Diagnostics | 0.2 | $11M | 732k | 14.71 | |
| Restorbio | 0.1 | $10M | 4.8M | 2.15 | |
| X4 Pharmaceuticals (XFOR) | 0.1 | $10M | 1.1M | 9.32 | |
| Trillium Therapeutics Com New | 0.1 | $9.8M | 1.2M | 8.09 | |
| Heron Therapeutics (HRTX) | 0.1 | $9.7M | 660k | 14.71 | |
| Essa Pharma Com New (EPIX) | 0.1 | $9.1M | 1.5M | 6.20 | |
| Progyny (PGNY) | 0.1 | $8.8M | 341k | 25.81 | |
| Immunovant (IMVT) | 0.1 | $8.6M | 355k | 24.35 | |
| Anaptysbio Inc Common (ANAB) | 0.1 | $8.4M | 376k | 22.34 | |
| Xtant Med Hldgs Com New (XTNT) | 0.1 | $8.3M | 9.2M | 0.90 | |
| 10x Genomics Cl A Com (TXG) | 0.1 | $8.3M | 93k | 89.31 | |
| Celldex Therapeutics Com New (CLDX) | 0.1 | $8.1M | 625k | 13.00 | |
| Rocket Pharmaceuticals (RCKT) | 0.1 | $8.0M | 382k | 20.93 | |
| Akouos | 0.1 | $7.1M | 315k | 22.50 | |
| Aerpio Pharmaceuticals | 0.1 | $6.5M | 5.2M | 1.25 | |
| Aptose Biosciences Com New | 0.1 | $6.0M | 951k | 6.31 | |
| Selecta Biosciences | 0.1 | $5.9M | 2.1M | 2.84 | |
| Igm Biosciences (IGMS) | 0.1 | $5.9M | 81k | 72.99 | |
| Verona Pharma Sponsored Ads (VRNA) | 0.1 | $5.9M | 1.3M | 4.68 | |
| Avidity Biosciences Ord (RNA) | 0.1 | $5.7M | 200k | 28.26 | |
| Arcus Biosciences Incorporated (RCUS) | 0.1 | $5.5M | 220k | 24.74 | |
| Health Catalyst (HCAT) | 0.1 | $5.2M | 180k | 29.17 | |
| Calliditas Therapeutics Ab Sponsered Ads | 0.1 | $5.2M | 225k | 23.20 | |
| Arena Pharmaceuticals Com New | 0.1 | $4.2M | 67k | 62.95 | |
| Synlogic | 0.1 | $4.1M | 2.0M | 2.03 | |
| Kitov Pharma Sponsored Ads | 0.1 | $3.8M | 3.5M | 1.11 | |
| Nabriva Therapeutics SHS | 0.0 | $3.1M | 4.6M | 0.67 | |
| Inflarx Nv (IFRX) | 0.0 | $3.1M | 679k | 4.59 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $2.9M | 68k | 43.19 | |
| Corbus Pharmaceuticals Hldgs Put Option | 0.0 | $2.9M | 350k | 8.39 | |
| Intellia Therapeutics (NTLA) | 0.0 | $2.9M | 137k | 21.02 | |
| Curis Com New | 0.0 | $1.5M | 1.2M | 1.21 | |
| Novus Therapeutics | 0.0 | $1.5M | 3.2M | 0.46 | |
| Bristol-myers Squibb Right 99/99/9999 | 0.0 | $1.3M | 350k | 3.58 | |
| Menlo Therapeutics | 0.0 | $1.0M | 594k | 1.73 | |
| Arvinas Ord (ARVN) | 0.0 | $986k | 29k | 33.54 | |
| Biolinerx Sponsored Ads (BLRX) | 0.0 | $118k | 69k | 1.70 |
