Orbimed Advisors as of March 31, 2023
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 116 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sinovac Biotech SHS | 6.7 | $340M | 2.7M | 125.06 | |
| Enliven Therapeutics (ELVN) | 3.9 | $197M | 9.0M | 21.90 | |
| Boston Scientific Corporation (BSX) | 3.7 | $190M | 3.8M | 50.03 | |
| Humana (HUM) | 3.3 | $169M | 349k | 485.46 | |
| Bristol Myers Squibb (BMY) | 3.2 | $162M | 2.3M | 69.31 | |
| Intuitive Surgical Com New (ISRG) | 3.1 | $159M | 621k | 255.47 | |
| BioMarin Pharmaceutical (BMRN) | 3.1 | $157M | 1.6M | 97.24 | |
| Theseus Pharmaceuticals | 3.0 | $153M | 17M | 8.88 | |
| Biogen Idec (BIIB) | 2.8 | $140M | 505k | 278.03 | |
| UnitedHealth (UNH) | 2.6 | $130M | 276k | 472.59 | |
| Sarepta Therapeutics Call Option (SRPT) | 2.6 | $130M | 940k | 137.83 | |
| Springworks Therapeutics (SWTX) | 2.3 | $116M | 4.5M | 25.74 | |
| Stryker Corporation (SYK) | 2.1 | $105M | 368k | 285.47 | |
| Edgewise Therapeutics (EWTX) | 1.9 | $97M | 15M | 6.67 | |
| Evolent Health Cl A (EVH) | 1.8 | $94M | 2.9M | 32.45 | |
| Terns Pharmaceuticals (TERN) | 1.8 | $90M | 7.6M | 11.84 | |
| Verona Pharma Sponsored Ads (VRNA) | 1.7 | $86M | 4.3M | 20.08 | |
| Thermo Fisher Scientific (TMO) | 1.7 | $85M | 148k | 576.37 | |
| Baxter International Call Option (BAX) | 1.5 | $78M | 1.9M | 40.56 | |
| Ionis Pharmaceuticals (IONS) | 1.5 | $76M | 2.1M | 35.74 | |
| Compass Therapeutics (CMPX) | 1.4 | $73M | 22M | 3.27 | |
| Tenet Healthcare Corp Com New (THC) | 1.4 | $73M | 1.2M | 59.42 | |
| Keros Therapeutics (KROS) | 1.4 | $72M | 1.7M | 42.70 | |
| Eli Lilly & Co. (LLY) | 1.3 | $64M | 186k | 343.42 | |
| Crinetics Pharmaceuticals In (CRNX) | 1.2 | $63M | 4.0M | 16.06 | |
| Apellis Pharmaceuticals (APLS) | 1.2 | $60M | 910k | 65.96 | |
| Si-bone (SIBN) | 1.1 | $57M | 2.9M | 19.67 | |
| Prelude Therapeutics (PRLD) | 1.1 | $57M | 10M | 5.70 | |
| Silverback Therapeutics (SPRY) | 1.1 | $57M | 8.7M | 6.51 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.1 | $56M | 178k | 315.07 | |
| Natera (NTRA) | 1.1 | $54M | 974k | 55.52 | |
| Edwards Lifesciences (EW) | 1.0 | $52M | 630k | 82.73 | |
| Scpharmaceuticals (SCPH) | 1.0 | $50M | 5.6M | 9.07 | |
| Neurocrine Biosciences (NBIX) | 1.0 | $50M | 489k | 101.22 | |
| Disc Medicine (IRON) | 0.9 | $48M | 2.3M | 21.19 | |
| Chinook Therapeutics | 0.9 | $47M | 2.0M | 23.15 | |
| Xtant Med Hldgs Com New (XTNT) | 0.9 | $47M | 73M | 0.64 | |
| Vectivbio Hldg Ord Shs | 0.9 | $44M | 5.2M | 8.51 | |
| Adicet Bio (ACET) | 0.8 | $43M | 7.4M | 5.76 | |
| Uniqure Nv SHS (QURE) | 0.8 | $42M | 2.1M | 20.14 | |
| Xenon Pharmaceuticals (XENE) | 0.8 | $41M | 1.1M | 35.79 | |
| Ikena Oncology Nonvoting | 0.8 | $41M | 12M | 3.45 | |
| Mirati Therapeutics Call Option | 0.8 | $40M | 1.1M | 37.18 | |
| Travere Therapeutics (TVTX) | 0.8 | $39M | 1.7M | 22.49 | |
| Mersana Therapeutics Call Option | 0.7 | $38M | 9.2M | 4.11 | |
| Bellus Health Com New | 0.7 | $37M | 5.1M | 7.19 | |
| Syndax Pharmaceuticals (SNDX) | 0.7 | $36M | 1.7M | 21.12 | |
| Janux Therapeutics (JANX) | 0.7 | $34M | 2.8M | 12.10 | |
| Progyny (PGNY) | 0.7 | $33M | 1.0M | 32.12 | |
| Repare Therapeutics Ord (RPTX) | 0.6 | $33M | 3.3M | 9.84 | |
| Tela Bio (TELA) | 0.6 | $32M | 3.0M | 10.64 | |
| Kinnate Biopharma | 0.6 | $32M | 5.1M | 6.25 | |
| Abcellera Biologics (ABCL) | 0.6 | $32M | 4.2M | 7.54 | |
| Alpine Immune Sciences | 0.6 | $32M | 4.1M | 7.72 | |
| Pmv Pharmaceuticals (PMVP) | 0.6 | $31M | 6.6M | 4.77 | |
| Iovance Biotherapeutics (IOVA) | 0.6 | $29M | 4.7M | 6.11 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.6 | $29M | 374k | 76.21 | |
| Vaxcyte (PCVX) | 0.5 | $27M | 729k | 37.48 | |
| Horizon Therapeutics Pub L SHS | 0.5 | $27M | 250k | 109.14 | |
| R1 RCM (RCM) | 0.5 | $26M | 1.8M | 15.00 | |
| 2seventy Bio Common Stock | 0.5 | $24M | 2.4M | 10.20 | |
| Amylyx Pharmaceuticals (AMLX) | 0.5 | $24M | 814k | 29.34 | |
| Third Harmonic Bio (THRD) | 0.5 | $24M | 5.8M | 4.12 | |
| Rapt Therapeutics | 0.5 | $23M | 1.3M | 18.35 | |
| Arcutis Biotherapeutics (ARQT) | 0.4 | $21M | 1.9M | 11.00 | |
| Rxsight (RXST) | 0.4 | $20M | 1.2M | 16.68 | |
| Regeneron Pharmaceuticals (REGN) | 0.4 | $20M | 24k | 821.67 | |
| Ventyx Biosciences (VTYX) | 0.4 | $20M | 585k | 33.50 | |
| Neuropace (NPCE) | 0.4 | $19M | 4.0M | 4.64 | |
| Amgen (AMGN) | 0.4 | $19M | 77k | 241.75 | |
| Gracell Biotechnologies Sponsored Ads | 0.3 | $18M | 9.5M | 1.86 | |
| Kezar Life Sciences | 0.3 | $17M | 5.5M | 3.13 | |
| Argenx Se Sponsored Adr (ARGX) | 0.3 | $17M | 45k | 372.58 | |
| Apollomics Cl A Shs | 0.3 | $16M | 663k | 24.20 | |
| Aerovate Therapeutics (AVTE) | 0.3 | $15M | 757k | 20.17 | |
| Decibel Therapeutics | 0.3 | $15M | 4.9M | 3.02 | |
| Gh Research Ordinary Shares (GHRS) | 0.3 | $13M | 1.7M | 7.99 | |
| Amicus Therapeutics (FOLD) | 0.3 | $13M | 1.2M | 11.09 | |
| Alx Oncology Hldgs (ALXO) | 0.3 | $13M | 2.9M | 4.52 | |
| Bridgebio Pharma Note 2.250% 2/0 (Principal) | 0.3 | $13M | 20M | 0.64 | |
| Fusion Pharmaceuticals | 0.2 | $12M | 3.1M | 3.77 | |
| Ikena Oncology (IKNA) | 0.2 | $11M | 3.2M | 3.45 | |
| Goodrx Hldgs Com Cl A (GDRX) | 0.2 | $11M | 1.7M | 6.25 | |
| Vera Therapeutics Cl A (VERA) | 0.2 | $11M | 1.4M | 7.76 | |
| Bioatla (BCAB) | 0.2 | $10M | 3.9M | 2.68 | |
| Bridgebio Pharma Note 2.500% 3/1 (Principal) | 0.2 | $9.5M | 13M | 0.76 | |
| Passage Bio | 0.2 | $8.6M | 8.9M | 0.96 | |
| Galecto | 0.2 | $8.1M | 4.1M | 1.99 | |
| Oric Pharmaceuticals (ORIC) | 0.2 | $7.8M | 1.4M | 5.70 | |
| Protagonist Therapeutics (PTGX) | 0.1 | $6.9M | 301k | 23.00 | |
| Ys Biopharma Ordinary Shares | 0.1 | $6.9M | 4.3M | 1.60 | |
| Verastem | 0.1 | $6.9M | 17M | 0.42 | |
| Immatics SHS (IMTX) | 0.1 | $6.5M | 947k | 6.90 | |
| Adagio Therapeutics (IVVD) | 0.1 | $6.3M | 5.3M | 1.20 | |
| Corvus Pharmaceuticals (CRVS) | 0.1 | $6.3M | 6.9M | 0.91 | |
| Cullinan Oncology (CGEM) | 0.1 | $6.2M | 605k | 10.23 | |
| Intellia Therapeutics (NTLA) | 0.1 | $6.1M | 165k | 37.27 | |
| Mereo Biopharma Group Spon Ads (MREO) | 0.1 | $5.5M | 7.7M | 0.71 | |
| X4 Pharmaceuticals | 0.1 | $5.1M | 5.8M | 0.87 | |
| Vigil Neuroscience (VIGL) | 0.1 | $4.4M | 449k | 9.79 | |
| Scholar Rock Hldg Corp (SRRK) | 0.1 | $4.1M | 515k | 8.00 | |
| Nextcure (NXTC) | 0.1 | $4.0M | 2.7M | 1.48 | |
| Synlogic | 0.1 | $3.8M | 6.0M | 0.63 | |
| Chemomab Therapeutics Sponsored Ads | 0.1 | $3.6M | 2.2M | 1.59 | |
| Essa Pharma Com New (EPIX) | 0.1 | $3.6M | 1.2M | 2.97 | |
| Protara Therapeutics Com Stk (TARA) | 0.0 | $2.5M | 794k | 3.13 | |
| Bolt Biotherapeutics | 0.0 | $2.1M | 1.5M | 1.39 | |
| Acutus Medical (AFIB) | 0.0 | $2.0M | 2.6M | 0.75 | |
| Revance Therapeutics | 0.0 | $1.6M | 50k | 32.21 | |
| Heron Therapeutics (HRTX) | 0.0 | $1.2M | 803k | 1.51 | |
| Nektar Therapeutics | 0.0 | $1.1M | 1.6M | 0.70 | |
| Chardan Healthcare Acqu- Ord | 0.0 | $964k | 3.2M | 0.30 | |
| Singular Genomics Systems In | 0.0 | $654k | 541k | 1.21 | |
| Altimmune Com New Call Option (ALT) | 0.0 | $636k | 151k | 4.22 | |
| Aeglea Biotherapeutics | 0.0 | $521k | 1.8M | 0.29 | |
| Harpoon Therapeutics | 0.0 | $462k | 621k | 0.74 |
