Orbimed Advisors as of Sept. 30, 2022
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 129 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sinovac Biotech SHS (SVA) | 6.3 | $341M | 2.7M | 125.24 | |
| Bristol Myers Squibb (BMY) | 3.4 | $184M | 2.6M | 71.09 | |
| Humana (HUM) | 3.2 | $169M | 349k | 485.19 | |
| Springworks Therapeutics (SWTX) | 2.9 | $158M | 5.5M | 28.53 | |
| Boston Scientific Corporation (BSX) | 2.8 | $151M | 3.9M | 38.73 | |
| BioMarin Pharmaceutical (BMRN) | 2.7 | $146M | 1.7M | 84.77 | |
| Edgewise Therapeutics (EWTX) | 2.7 | $143M | 15M | 9.84 | |
| UnitedHealth (UNH) | 2.5 | $135M | 267k | 505.04 | |
| Pfizer (PFE) | 2.1 | $114M | 2.6M | 43.76 | |
| Third Harmonic Bio (THRD) | 2.0 | $110M | 5.8M | 18.97 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.0 | $108M | 373k | 289.54 | |
| Seagen Call Option | 2.0 | $108M | 788k | 136.84 | |
| Tricida | 2.0 | $108M | 10M | 10.48 | |
| Intuitive Surgical Com New (ISRG) | 2.0 | $107M | 573k | 187.44 | |
| Adicet Bio (ACET) | 2.0 | $106M | 7.4M | 14.22 | |
| Thermo Fisher Scientific (TMO) | 1.9 | $103M | 202k | 507.19 | |
| Sarepta Therapeutics (SRPT) | 1.9 | $102M | 919k | 110.54 | |
| Mirati Therapeutics | 1.8 | $99M | 1.4M | 69.84 | |
| Theseus Pharmaceuticals | 1.8 | $99M | 17M | 5.80 | |
| Neurocrine Biosciences (NBIX) | 1.8 | $95M | 897k | 106.21 | |
| Argenx Se Sponsored Adr (ARGX) | 1.8 | $95M | 270k | 353.05 | |
| Stryker Corporation (SYK) | 1.6 | $86M | 423k | 202.54 | |
| Abbvie (ABBV) | 1.5 | $81M | 600k | 134.21 | |
| Edwards Lifesciences (EW) | 1.5 | $80M | 966k | 82.63 | |
| Pmv Pharmaceuticals (PMVP) | 1.5 | $78M | 6.6M | 11.90 | |
| Evolent Health Cl A (EVH) | 1.3 | $72M | 2.0M | 35.93 | |
| Prelude Therapeutics (PRLD) | 1.2 | $66M | 10M | 6.61 | |
| Natera (NTRA) | 1.2 | $66M | 1.5M | 43.82 | |
| Keros Therapeutics (KROS) | 1.2 | $63M | 1.7M | 37.62 | |
| Crinetics Pharmaceuticals In (CRNX) | 1.2 | $63M | 3.2M | 19.64 | |
| Mersana Therapeutics (MRSN) | 1.1 | $61M | 9.0M | 6.76 | |
| Biogen Idec (BIIB) | 1.1 | $60M | 225k | 267.00 | |
| Si-bone (SIBN) | 1.1 | $59M | 3.4M | 17.46 | |
| Verona Pharma Sponsored Ads (VRNA) | 1.1 | $58M | 5.7M | 10.22 | |
| Arcutis Biotherapeutics (ARQT) | 1.0 | $54M | 2.8M | 19.11 | |
| Guardant Health (GH) | 1.0 | $53M | 992k | 53.83 | |
| Xtant Med Hldgs Com New (XTNT) | 1.0 | $53M | 73M | 0.72 | |
| Alnylam Pharmaceuticals (ALNY) | 0.9 | $50M | 251k | 200.16 | |
| Compass Therapeutics (CMPX) | 0.9 | $50M | 22M | 2.28 | |
| Bellus Health Com New | 0.9 | $49M | 4.6M | 10.57 | |
| Kinnate Biopharma (KNTE) | 0.9 | $48M | 4.0M | 11.95 | |
| Syndax Pharmaceuticals (SNDX) | 0.9 | $48M | 2.0M | 24.03 | |
| Silverback Therapeutics (SPRY) | 0.9 | $46M | 8.7M | 5.28 | |
| Terns Pharmaceuticals (TERN) | 0.8 | $44M | 7.5M | 5.89 | |
| Aclaris Therapeutics (ACRS) | 0.8 | $43M | 2.8M | 15.74 | |
| Ikena Oncology Nonvoting | 0.8 | $43M | 12M | 3.55 | |
| Progyny (PGNY) | 0.8 | $42M | 1.1M | 37.06 | |
| Abcellera Biologics (ABCL) | 0.8 | $41M | 4.2M | 9.89 | |
| Xenon Pharmaceuticals (XENE) | 0.8 | $41M | 1.1M | 36.10 | |
| Repare Therapeutics Ord (RPTX) | 0.8 | $40M | 3.3M | 12.13 | |
| Chinook Therapeutics | 0.7 | $40M | 2.0M | 19.66 | |
| Vectivbio Hldg Ord Shs | 0.7 | $39M | 6.5M | 6.00 | |
| Janux Therapeutics (JANX) | 0.7 | $38M | 2.8M | 13.54 | |
| Ionis Pharmaceuticals (IONS) | 0.6 | $34M | 769k | 44.23 | |
| Tenet Healthcare Corp Com New (THC) | 0.6 | $33M | 643k | 51.58 | |
| Scpharmaceuticals (SCPH) | 0.6 | $31M | 4.8M | 6.52 | |
| Travere Therapeutics (TVTX) | 0.6 | $31M | 1.3M | 24.64 | |
| Rapt Therapeutics (RAPT) | 0.6 | $30M | 1.3M | 24.06 | |
| Uniqure Nv SHS (QURE) | 0.6 | $30M | 1.6M | 18.76 | |
| Alpine Immune Sciences (ALPN) | 0.5 | $29M | 4.1M | 7.20 | |
| Alx Oncology Hldgs (ALXO) | 0.5 | $28M | 2.9M | 9.57 | |
| Biohaven Pharmaceutical Holding | 0.5 | $26M | 171k | 151.17 | |
| Tela Bio (TELA) | 0.5 | $26M | 3.0M | 8.52 | |
| Gracell Biotechnologies Sponsored Ads | 0.5 | $25M | 7.9M | 3.22 | |
| Vaxcyte Call Option (PCVX) | 0.4 | $23M | 968k | 24.00 | |
| 89bio (ETNB) | 0.4 | $21M | 3.7M | 5.79 | |
| Iovance Biotherapeutics (IOVA) | 0.4 | $19M | 2.0M | 9.58 | |
| Gh Research Ordinary Shares (GHRS) | 0.4 | $19M | 1.6M | 11.62 | |
| Meiragtx Holdings (MGTX) | 0.3 | $18M | 2.1M | 8.41 | |
| Decibel Therapeutics | 0.3 | $17M | 4.9M | 3.46 | |
| Adagio Therapeutics (IVVD) | 0.3 | $17M | 5.3M | 3.13 | |
| Kezar Life Sciences (KZR) | 0.3 | $15M | 1.8M | 8.61 | |
| 2seventy Bio Common Stock (TSVT) | 0.3 | $15M | 1.0M | 14.55 | |
| Kalvista Pharmaceuticals (KALV) | 0.3 | $15M | 1.0M | 14.51 | |
| Neuropace (NPCE) | 0.3 | $15M | 4.0M | 3.75 | |
| Verastem | 0.3 | $15M | 17M | 0.85 | |
| Rxsight (RXST) | 0.3 | $14M | 1.2M | 12.00 | |
| Aerovate Therapeutics (AVTE) | 0.2 | $13M | 795k | 16.58 | |
| Bridgebio Pharma Note 2.250% 2/0 (Principal) | 0.2 | $13M | 30M | 0.42 | |
| Bridgebio Pharma Note 2.500% 3/1 (Principal) | 0.2 | $12M | 20M | 0.59 | |
| Passage Bio (PASG) | 0.2 | $11M | 8.9M | 1.25 | |
| Mirum Pharmaceuticals (MIRM) | 0.2 | $11M | 522k | 21.01 | |
| Ikena Oncology (IKNA) | 0.2 | $10M | 2.9M | 3.55 | |
| Cincor Pharma | 0.2 | $10M | 314k | 32.82 | |
| Imara | 0.2 | $10M | 4.4M | 2.28 | |
| Fusion Pharmaceuticals (FUSN) | 0.2 | $9.7M | 3.2M | 3.01 | |
| Gemini Therapeutics | 0.2 | $9.6M | 5.8M | 1.64 | |
| Mereo Biopharma Group Spon Ads (MREO) | 0.2 | $9.1M | 11M | 0.86 | |
| X4 Pharmaceuticals (XFOR) | 0.2 | $8.6M | 5.0M | 1.71 | |
| Cullinan Oncology (CGEM) | 0.2 | $8.2M | 637k | 12.82 | |
| Arcus Biosciences Incorporated (RCUS) | 0.1 | $7.9M | 303k | 26.16 | |
| Ventyx Biosciences (VTYX) | 0.1 | $7.9M | 225k | 34.91 | |
| Galecto (GLTO) | 0.1 | $7.7M | 4.1M | 1.89 | |
| Eyepoint Pharmaceuticals Com New (EYPT) | 0.1 | $7.7M | 971k | 7.91 | |
| Nextcure (NXTC) | 0.1 | $7.5M | 2.7M | 2.75 | |
| Pulmonx Corp (LUNG) | 0.1 | $7.2M | 435k | 16.66 | |
| Jounce Therapeutics | 0.1 | $6.9M | 2.9M | 2.34 | |
| Oric Pharmaceuticals (ORIC) | 0.1 | $6.7M | 2.1M | 3.20 | |
| Chemomab Therapeutics Sponsored Ads (CMMB) | 0.1 | $6.4M | 2.6M | 2.49 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $6.1M | 76k | 79.32 | |
| Synlogic | 0.1 | $5.7M | 6.0M | 0.95 | |
| Corvus Pharmaceuticals (CRVS) | 0.1 | $5.7M | 6.9M | 0.82 | |
| Cybin Ord (CYBN) | 0.1 | $5.1M | 11M | 0.49 | |
| Eli Lilly & Co. Call Option (LLY) | 0.1 | $4.8M | 15k | 323.33 | |
| Heron Therapeutics (HRTX) | 0.1 | $4.7M | 1.1M | 4.22 | |
| Scholar Rock Hldg Corp (SRRK) | 0.1 | $4.6M | 668k | 6.93 | |
| Applied Therapeutics (APLT) | 0.1 | $4.0M | 4.3M | 0.93 | |
| Graybug Vision Common | 0.1 | $3.9M | 4.2M | 0.94 | |
| Vigil Neuroscience (VIGL) | 0.1 | $3.7M | 411k | 9.10 | |
| Achilles Therapeutics Sponsored Ads (ACHL) | 0.1 | $3.3M | 1.5M | 2.26 | |
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 0.1 | $3.2M | 1.6M | 2.02 | |
| Magenta Therapeutics | 0.1 | $3.2M | 2.3M | 1.41 | |
| Burning Rock Biotech Sponsored Ads (BNR) | 0.1 | $3.1M | 1.3M | 2.39 | |
| Harpoon Therapeutics | 0.1 | $2.9M | 3.0M | 0.97 | |
| Dyne Therapeutics (DYN) | 0.1 | $2.8M | 220k | 12.70 | |
| Graphite Bio | 0.1 | $2.7M | 848k | 3.17 | |
| Protara Therapeutics Com Stk (TARA) | 0.0 | $2.5M | 831k | 2.96 | |
| Acutus Medical (AFIB) | 0.0 | $2.3M | 2.6M | 0.88 | |
| Logicbio Therapeutics | 0.0 | $2.3M | 8.5M | 0.27 | |
| Pyxis Oncology Common Stock (PYXS) | 0.0 | $1.7M | 848k | 1.97 | |
| Oncocyte | 0.0 | $1.4M | 1.9M | 0.73 | |
| Singular Genomics Systems In (OMIC) | 0.0 | $1.4M | 541k | 2.50 | |
| Essa Pharma Com New (EPIX) | 0.0 | $1.2M | 641k | 1.82 | |
| Bolt Biotherapeutics (BOLT) | 0.0 | $1.1M | 771k | 1.48 | |
| Monte Rosa Therapeutics (GLUE) | 0.0 | $960k | 118k | 8.17 | |
| Chardan Healthcare Acqu- Ord (PHGE) | 0.0 | $957k | 2.8M | 0.34 | |
| Aeglea Biotherapeutics | 0.0 | $945k | 1.8M | 0.53 | |
| Vor Biopharma (VOR) | 0.0 | $445k | 112k | 3.98 | |
| Longboard Pharmaceuticals In (LBPH) | 0.0 | $422k | 114k | 3.72 |
