Orbimed Advisors as of Sept. 30, 2023
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 122 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sinovac Biotech SHS (SVA) | 7.2 | $340M | 2.7M | 125.06 | |
| Boston Scientific Corporation (BSX) | 3.7 | $175M | 3.3M | 52.80 | |
| Humana (HUM) | 3.5 | $167M | 343k | 486.52 | |
| Intuitive Surgical Com New (ISRG) | 3.1 | $146M | 499k | 292.29 | |
| Biogen Idec (BIIB) | 3.0 | $143M | 557k | 257.01 | |
| BioMarin Pharmaceutical (BMRN) | 3.0 | $143M | 1.6M | 88.48 | |
| Enliven Therapeutics (ELVN) | 2.6 | $123M | 9.0M | 13.66 | |
| Merck & Co (MRK) | 2.3 | $109M | 1.1M | 102.95 | |
| Disc Medicine (IRON) | 2.3 | $107M | 2.3M | 46.98 | |
| Eli Lilly & Co. (LLY) | 2.1 | $100M | 186k | 537.13 | |
| Ionis Pharmaceuticals (IONS) | 2.1 | $98M | 2.2M | 45.36 | |
| Springworks Therapeutics (SWTX) | 1.9 | $92M | 4.0M | 23.12 | |
| United Therapeutics Corporation (UTHR) | 1.9 | $91M | 402k | 225.87 | |
| Mirati Therapeutics | 1.9 | $90M | 2.1M | 43.56 | |
| Crinetics Pharmaceuticals In (CRNX) | 1.8 | $86M | 2.9M | 29.74 | |
| Baxter International (BAX) | 1.8 | $85M | 2.2M | 37.74 | |
| Edgewise Therapeutics (EWTX) | 1.8 | $84M | 15M | 5.73 | |
| Tenet Healthcare Corp Com New (THC) | 1.7 | $81M | 1.2M | 65.89 | |
| Xtant Med Hldgs Com New (XTNT) | 1.7 | $80M | 73M | 1.10 | |
| Evolent Health Cl A (EVH) | 1.7 | $79M | 2.9M | 27.23 | |
| Stryker Corporation (SYK) | 1.6 | $74M | 269k | 273.27 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $73M | 144k | 506.17 | |
| Apollomics Cl A Shs (APLM) | 1.4 | $67M | 18M | 3.75 | |
| Cigna Corp (CI) | 1.4 | $66M | 232k | 286.07 | |
| Sarepta Therapeutics (SRPT) | 1.4 | $64M | 529k | 121.22 | |
| Verona Pharma Sponsored Ads (VRNA) | 1.3 | $62M | 3.8M | 16.30 | |
| Rayzebio | 1.2 | $58M | 2.6M | 22.20 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.2 | $58M | 165k | 347.74 | |
| Acelyrin (SLRN) | 1.1 | $54M | 5.3M | 10.17 | |
| Ikena Oncology Nonvoting | 1.1 | $52M | 12M | 4.33 | |
| R1 RCM (RCM) | 1.1 | $52M | 3.4M | 15.07 | |
| Vaxcyte (PCVX) | 1.1 | $51M | 1.0M | 50.98 | |
| Apellis Pharmaceuticals (APLS) | 1.1 | $51M | 1.3M | 38.04 | |
| Abbvie (ABBV) | 1.0 | $49M | 330k | 149.06 | |
| Si-bone (SIBN) | 1.0 | $49M | 2.3M | 21.24 | |
| Keros Therapeutics (KROS) | 1.0 | $48M | 1.5M | 31.88 | |
| Theseus Pharmaceuticals | 1.0 | $48M | 18M | 2.69 | |
| Neurocrine Biosciences (NBIX) | 1.0 | $47M | 416k | 112.50 | |
| Alpine Immune Sciences (ALPN) | 1.0 | $47M | 4.1M | 11.45 | |
| Compass Therapeutics (CMPX) | 0.9 | $44M | 22M | 1.97 | |
| Natera (NTRA) | 0.9 | $41M | 921k | 44.25 | |
| Pmv Pharmaceuticals (PMVP) | 0.9 | $40M | 6.6M | 6.14 | |
| Repare Therapeutics Ord (RPTX) | 0.9 | $40M | 3.3M | 12.08 | |
| Scpharmaceuticals (SCPH) | 0.8 | $40M | 5.6M | 7.12 | |
| Neuropace (NPCE) | 0.8 | $39M | 4.0M | 9.73 | |
| Terns Pharmaceuticals (TERN) | 0.8 | $38M | 7.6M | 5.03 | |
| Madrigal Pharmaceuticals (MDGL) | 0.8 | $37M | 253k | 146.04 | |
| Third Harmonic Bio (THRD) | 0.8 | $37M | 5.8M | 6.39 | |
| UnitedHealth (UNH) | 0.7 | $35M | 70k | 504.19 | |
| Silverback Therapeutics (SPRY) | 0.7 | $35M | 9.2M | 3.78 | |
| Amgen (AMGN) | 0.7 | $34M | 127k | 268.76 | |
| Prelude Therapeutics (PRLD) | 0.7 | $34M | 11M | 3.09 | |
| Janux Therapeutics (JANX) | 0.7 | $33M | 3.3M | 10.08 | |
| Xenon Pharmaceuticals (XENE) | 0.7 | $33M | 959k | 34.16 | |
| Icon SHS (ICLR) | 0.7 | $33M | 132k | 246.25 | |
| Horizon Therapeutics Pub L SHS | 0.7 | $31M | 266k | 115.69 | |
| Apogee Therapeutics (APGE) | 0.6 | $30M | 1.4M | 21.30 | |
| Gracell Biotechnologies Sponsored Ads | 0.6 | $27M | 9.3M | 2.88 | |
| Tela Bio (TELA) | 0.5 | $23M | 2.8M | 8.00 | |
| Iovance Biotherapeutics (IOVA) | 0.5 | $21M | 4.7M | 4.55 | |
| Neumora Therapeutics (NMRA) | 0.4 | $21M | 1.5M | 14.11 | |
| Vera Therapeutics Cl A (VERA) | 0.4 | $21M | 1.5M | 13.71 | |
| Rapt Therapeutics (RAPT) | 0.4 | $21M | 1.2M | 16.62 | |
| Seagen Call Option | 0.4 | $20M | 93k | 212.15 | |
| Abcellera Biologics (ABCL) | 0.4 | $19M | 4.2M | 4.60 | |
| Syndax Pharmaceuticals (SNDX) | 0.4 | $19M | 1.3M | 14.52 | |
| Akero Therapeutics (AKRO) | 0.4 | $18M | 350k | 50.58 | |
| Astrazeneca Sponsored Adr Call Option (AZN) | 0.4 | $17M | 250k | 67.72 | |
| Argenx Se Sponsored Adr (ARGX) | 0.3 | $16M | 33k | 491.63 | |
| Scholar Rock Hldg Corp (SRRK) | 0.3 | $14M | 2.0M | 7.10 | |
| Uniqure Nv SHS (QURE) | 0.3 | $14M | 2.1M | 6.71 | |
| Ikena Oncology (IKNA) | 0.3 | $14M | 3.2M | 4.33 | |
| Alx Oncology Hldgs (ALXO) | 0.3 | $14M | 2.9M | 4.80 | |
| Immatics SHS Call Option (IMTX) | 0.3 | $14M | 1.2M | 11.58 | |
| Rhythm Pharmaceuticals (RYTM) | 0.3 | $13M | 584k | 22.93 | |
| Verastem Com New (VSTM) | 0.3 | $12M | 1.5M | 8.13 | |
| Turnstone Biologics Corp (TSBX) | 0.3 | $12M | 3.1M | 3.94 | |
| Ventyx Biosciences (VTYX) | 0.3 | $12M | 340k | 34.73 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.2 | $12M | 434k | 26.87 | |
| Adicet Bio (ACET) | 0.2 | $11M | 8.3M | 1.37 | |
| Kenvue Call Option (KVUE) | 0.2 | $11M | 562k | 20.08 | |
| Kinnate Biopharma (KNTE) | 0.2 | $11M | 8.0M | 1.40 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $11M | 14k | 822.96 | |
| Aerovate Therapeutics (AVTE) | 0.2 | $10M | 757k | 13.57 | |
| Arcutis Biotherapeutics (ARQT) | 0.2 | $10M | 1.9M | 5.31 | |
| Corvus Pharmaceuticals (CRVS) | 0.2 | $10M | 6.9M | 1.46 | |
| Goodrx Hldgs Com Cl A (GDRX) | 0.2 | $9.0M | 1.6M | 5.63 | |
| Adagio Therapeutics (IVVD) | 0.2 | $9.0M | 5.3M | 1.70 | |
| Fusion Pharmaceuticals (FUSN) | 0.2 | $8.1M | 3.1M | 2.60 | |
| X4 Pharmaceuticals (XFOR) | 0.2 | $7.8M | 7.1M | 1.09 | |
| Gilead Sciences (GILD) | 0.2 | $7.5M | 100k | 74.94 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.1 | $6.7M | 117k | 57.00 | |
| Passage Bio (PASG) | 0.1 | $6.7M | 10M | 0.66 | |
| Kezar Life Sciences (KZR) | 0.1 | $6.5M | 5.5M | 1.19 | |
| Inspiremd (NSPR) | 0.1 | $6.1M | 1.9M | 3.27 | |
| Oric Pharmaceuticals (ORIC) | 0.1 | $5.4M | 894k | 6.05 | |
| Cullinan Oncology (CGEM) | 0.1 | $4.9M | 545k | 9.05 | |
| Morphic Hldg (MORF) | 0.1 | $4.8M | 209k | 22.91 | |
| Dex Call Option (DXCM) | 0.1 | $4.7M | 50k | 93.30 | |
| Relay Therapeutics (RLAY) | 0.1 | $4.2M | 502k | 8.41 | |
| Ys Biopharma Ordinary Shares (YS) | 0.1 | $3.6M | 4.5M | 0.80 | |
| Cutera (CUTR) | 0.1 | $3.6M | 603k | 6.02 | |
| Nextcure (NXTC) | 0.1 | $3.5M | 2.7M | 1.29 | |
| Essa Pharma Com New (EPIX) | 0.1 | $2.6M | 842k | 3.09 | |
| Vigil Neuroscience (VIGL) | 0.1 | $2.4M | 449k | 5.39 | |
| Karuna Therapeutics Ord | 0.1 | $2.4M | 14k | 169.09 | |
| Teladoc (TDOC) | 0.0 | $2.0M | 110k | 18.59 | |
| Chemomab Therapeutics Sponsored Ads (CMMB) | 0.0 | $2.0M | 2.2M | 0.90 | |
| Acutus Medical (AFIB) | 0.0 | $1.8M | 2.6M | 0.70 | |
| Bioatla (BCAB) | 0.0 | $1.7M | 1.0M | 1.70 | |
| Chardan Healthcare Acqu- Ord (PHGE) | 0.0 | $1.6M | 4.6M | 0.35 | |
| Bolt Biotherapeutics (BOLT) | 0.0 | $1.6M | 1.5M | 1.04 | |
| Protara Therapeutics Com Stk (TARA) | 0.0 | $1.3M | 773k | 1.67 | |
| Synlogic Com New (SYBX) | 0.0 | $1.1M | 402k | 2.81 | |
| Elevation Oncology (ELEV) | 0.0 | $994k | 1.5M | 0.66 | |
| Heron Therapeutics (HRTX) | 0.0 | $827k | 803k | 1.03 | |
| Calcimedica Com New (CALC) | 0.0 | $791k | 297k | 2.66 | |
| Galecto (GLTO) | 0.0 | $665k | 925k | 0.72 | |
| Xencor (XNCR) | 0.0 | $386k | 19k | 20.15 | |
| Altimmune Com New (ALT) | 0.0 | $260k | 100k | 2.60 | |
| Harpoon Therapeutics Com New | 0.0 | $250k | 62k | 4.03 | |
| Singular Genomics Systems In (OMIC) | 0.0 | $206k | 541k | 0.38 |
