Orbimed Advisors as of Dec. 31, 2022
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 115 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sinovac Biotech | 6.5 | $340M | 2.7M | 125.06 | |
| UnitedHealth (UNH) | 3.9 | $202M | 381k | 530.18 | |
| Bristol Myers Squibb (BMY) | 3.6 | $186M | 2.6M | 71.95 | |
| Boston Scientific Corporation (BSX) | 3.5 | $180M | 3.9M | 46.27 | |
| Humana (HUM) | 3.4 | $179M | 349k | 512.19 | |
| BioMarin Pharmaceutical (BMRN) | 3.2 | $167M | 1.6M | 103.49 | |
| Intuitive Surgical Com New (ISRG) | 3.2 | $165M | 621k | 265.35 | |
| Springworks Therapeutics (SWTX) | 2.6 | $137M | 5.3M | 26.01 | |
| Edgewise Therapeutics (EWTX) | 2.5 | $130M | 15M | 8.94 | |
| Sarepta Therapeutics (SRPT) | 2.4 | $126M | 972k | 129.58 | |
| Verona Pharma Sponsored Ads (VRNA) | 2.3 | $120M | 4.6M | 26.13 | |
| Stryker Corporation (SYK) | 2.3 | $118M | 481k | 244.49 | |
| Seagen | 2.3 | $117M | 914k | 128.51 | |
| Compass Therapeutics (CMPX) | 2.2 | $113M | 22M | 5.03 | |
| Thermo Fisher Scientific (TMO) | 2.1 | $111M | 202k | 550.69 | |
| Theseus Pharmaceuticals | 1.6 | $86M | 17M | 4.98 | |
| Neurocrine Biosciences (NBIX) | 1.6 | $82M | 688k | 119.44 | |
| Keros Therapeutics (KROS) | 1.5 | $81M | 1.7M | 48.02 | |
| Evolent Health Cl A (EVH) | 1.5 | $79M | 2.8M | 28.08 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.5 | $78M | 272k | 288.78 | |
| Natera (NTRA) | 1.5 | $78M | 1.9M | 40.17 | |
| Terns Pharmaceuticals (TERN) | 1.5 | $78M | 7.6M | 10.18 | |
| Ionis Pharmaceuticals (IONS) | 1.4 | $75M | 2.0M | 37.77 | |
| Silverback Therapeutics (SPRY) | 1.4 | $75M | 8.7M | 8.53 | |
| Biogen Idec (BIIB) | 1.4 | $72M | 258k | 276.92 | |
| Pfizer (PFE) | 1.4 | $71M | 1.4M | 51.24 | |
| Adicet Bio (ACET) | 1.3 | $67M | 7.4M | 8.94 | |
| Edwards Lifesciences (EW) | 1.2 | $64M | 861k | 74.61 | |
| Vaxcyte (PCVX) | 1.2 | $62M | 1.3M | 47.95 | |
| Vectivbio Hldg Ord Shs | 1.2 | $61M | 7.0M | 8.66 | |
| Prelude Therapeutics (PRLD) | 1.2 | $61M | 10M | 6.04 | |
| Tenet Healthcare Corp Com New (THC) | 1.1 | $60M | 1.2M | 48.79 | |
| Crinetics Pharmaceuticals In (CRNX) | 1.1 | $59M | 3.2M | 18.30 | |
| Mirati Therapeutics | 1.1 | $58M | 1.3M | 45.31 | |
| Pmv Pharmaceuticals (PMVP) | 1.1 | $57M | 6.6M | 8.70 | |
| Chinook Therapeutics | 1.0 | $53M | 2.0M | 26.20 | |
| Mersana Therapeutics | 1.0 | $53M | 9.0M | 5.86 | |
| Syndax Pharmaceuticals (SNDX) | 1.0 | $51M | 2.0M | 25.45 | |
| Repare Therapeutics Ord (RPTX) | 0.9 | $49M | 3.3M | 14.71 | |
| Xtant Med Hldgs Com New (XTNT) | 0.9 | $48M | 73M | 0.66 | |
| 89bio (ETNB) | 0.9 | $47M | 3.7M | 12.73 | |
| Si-bone (SIBN) | 0.9 | $46M | 3.4M | 13.60 | |
| Xenon Pharmaceuticals (XENE) | 0.9 | $45M | 1.1M | 39.43 | |
| Aclaris Therapeutics (ACRS) | 0.8 | $43M | 2.8M | 15.75 | |
| Disc Medicine (IRON) | 0.8 | $43M | 2.2M | 19.89 | |
| Abcellera Biologics (ABCL) | 0.8 | $42M | 4.2M | 10.13 | |
| Scpharmaceuticals (SCPH) | 0.8 | $40M | 5.6M | 7.17 | |
| Uniqure Nv SHS (QURE) | 0.8 | $40M | 1.7M | 22.67 | |
| Bellus Health Com New | 0.7 | $39M | 4.7M | 8.21 | |
| Janux Therapeutics (JANX) | 0.7 | $37M | 2.8M | 13.17 | |
| Arcutis Biotherapeutics (ARQT) | 0.7 | $36M | 2.5M | 14.80 | |
| Tela Bio (TELA) | 0.7 | $35M | 3.0M | 11.50 | |
| Alx Oncology Hldgs (ALXO) | 0.6 | $32M | 2.9M | 11.27 | |
| Ikena Oncology Nonvoting | 0.6 | $32M | 12M | 2.66 | |
| Kezar Life Sciences | 0.6 | $32M | 4.6M | 7.04 | |
| Progyny (PGNY) | 0.6 | $32M | 1.0M | 31.15 | |
| Ventyx Biosciences (VTYX) | 0.6 | $30M | 925k | 32.79 | |
| Alpine Immune Sciences | 0.6 | $30M | 4.1M | 7.35 | |
| Travere Therapeutics (TVTX) | 0.5 | $26M | 1.3M | 21.03 | |
| Third Harmonic Bio (THRD) | 0.5 | $25M | 5.8M | 4.30 | |
| Rapt Therapeutics | 0.5 | $25M | 1.3M | 19.80 | |
| Kinnate Biopharma | 0.5 | $25M | 4.0M | 6.10 | |
| Cincor Pharma | 0.4 | $23M | 1.9M | 12.29 | |
| Aerovate Therapeutics (AVTE) | 0.4 | $22M | 760k | 29.30 | |
| Horizon Therapeutics Pub L SHS | 0.4 | $20M | 171k | 113.80 | |
| Gracell Biotechnologies Sponsored Ads | 0.3 | $18M | 7.9M | 2.30 | |
| Imara | 0.3 | $18M | 4.4M | 4.09 | |
| Gh Research Ordinary Shares (GHRS) | 0.3 | $16M | 1.6M | 9.72 | |
| Rxsight (RXST) | 0.3 | $15M | 1.2M | 12.67 | |
| Moderna (MRNA) | 0.3 | $15M | 83k | 179.62 | |
| Iovance Biotherapeutics (IOVA) | 0.2 | $13M | 2.0M | 6.39 | |
| Bridgebio Pharma Note 2.250% 2/0 (Principal) | 0.2 | $13M | 30M | 0.42 | |
| Passage Bio | 0.2 | $12M | 8.9M | 1.38 | |
| Fusion Pharmaceuticals | 0.2 | $10M | 3.2M | 3.15 | |
| Decibel Therapeutics | 0.2 | $10M | 4.9M | 2.05 | |
| 2seventy Bio Common Stock | 0.2 | $9.8M | 1.0M | 9.37 | |
| Oric Pharmaceuticals (ORIC) | 0.2 | $9.5M | 1.6M | 5.89 | |
| Chemomab Therapeutics Sponsored Ads | 0.2 | $8.3M | 2.6M | 3.20 | |
| Scholar Rock Hldg Corp (SRRK) | 0.2 | $8.0M | 879k | 9.05 | |
| Mereo Biopharma Group Spon Ads (MREO) | 0.2 | $8.0M | 11M | 0.75 | |
| Bridgebio Pharma Note 2.500% 3/1 (Principal) | 0.2 | $8.0M | 20M | 0.40 | |
| Adagio Therapeutics (IVVD) | 0.2 | $7.9M | 5.3M | 1.50 | |
| Ikena Oncology (IKNA) | 0.1 | $7.8M | 2.9M | 2.66 | |
| Cullinan Oncology (CGEM) | 0.1 | $6.7M | 637k | 10.55 | |
| Verastem | 0.1 | $6.6M | 17M | 0.40 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $6.3M | 76k | 83.00 | |
| Amicus Therapeutics (FOLD) | 0.1 | $6.3M | 516k | 12.21 | |
| Argenx Se Sponsored Adr (ARGX) | 0.1 | $6.1M | 16k | 378.83 | |
| Neuropace (NPCE) | 0.1 | $6.0M | 4.0M | 1.49 | |
| Corvus Pharmaceuticals (CRVS) | 0.1 | $5.9M | 6.9M | 0.85 | |
| X4 Pharmaceuticals | 0.1 | $5.8M | 5.8M | 0.99 | |
| Vigil Neuroscience (VIGL) | 0.1 | $5.6M | 449k | 12.50 | |
| Biontech Se Sponsored Ads (BNTX) | 0.1 | $5.5M | 36k | 150.22 | |
| Sanofi Sponsored Adr Call Option (SNY) | 0.1 | $4.8M | 100k | 48.43 | |
| Galecto | 0.1 | $4.7M | 4.1M | 1.15 | |
| Synlogic | 0.1 | $4.6M | 6.0M | 0.76 | |
| Nextcure (NXTC) | 0.1 | $3.8M | 2.7M | 1.41 | |
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 0.1 | $3.2M | 1.6M | 1.99 | |
| Acutus Medical (AFIB) | 0.1 | $3.0M | 2.6M | 1.15 | |
| Bioatla (BCAB) | 0.1 | $2.7M | 332k | 8.25 | |
| Applied Therapeutics (APLT) | 0.0 | $2.3M | 3.1M | 0.76 | |
| Protara Therapeutics Com Stk (TARA) | 0.0 | $2.2M | 831k | 2.68 | |
| Graybug Vision Common | 0.0 | $2.1M | 4.2M | 0.50 | |
| Goodrx Hldgs Com Cl A (GDRX) | 0.0 | $1.8M | 388k | 4.66 | |
| Eyepoint Pharmaceuticals Com New (EYPT) | 0.0 | $1.7M | 488k | 3.50 | |
| Cybin Ord | 0.0 | $1.7M | 5.4M | 0.31 | |
| Pyxis Oncology Common Stock (PYXS) | 0.0 | $1.1M | 848k | 1.34 | |
| Harpoon Therapeutics | 0.0 | $1.1M | 1.5M | 0.73 | |
| Singular Genomics Systems In | 0.0 | $1.1M | 541k | 2.01 | |
| Bolt Biotherapeutics | 0.0 | $1.0M | 771k | 1.30 | |
| Essa Pharma Com New (EPIX) | 0.0 | $921k | 365k | 2.52 | |
| Merrimack Pharmaceuticals In Com New | 0.0 | $844k | 74k | 11.46 | |
| Aeglea Biotherapeutics | 0.0 | $809k | 1.8M | 0.45 | |
| Chardan Healthcare Acqu- Ord | 0.0 | $525k | 2.8M | 0.19 | |
| Monte Rosa Therapeutics (GLUE) | 0.0 | $208k | 27k | 7.61 |