Orbimed Advisors as of Dec. 31, 2023
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 110 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sinovac Biotech SHS | 6.8 | $340M | 2.7M | 125.06 | |
| Biogen Idec (BIIB) | 4.3 | $214M | 828k | 258.77 | |
| Eli Lilly & Co. (LLY) | 4.3 | $213M | 365k | 582.92 | |
| Boston Scientific Corporation (BSX) | 3.8 | $191M | 3.3M | 57.81 | |
| Intuitive Surgical Com New (ISRG) | 3.4 | $168M | 499k | 337.36 | |
| Edgewise Therapeutics (EWTX) | 3.2 | $159M | 15M | 10.94 | |
| BioMarin Pharmaceutical (BMRN) | 3.0 | $152M | 1.6M | 96.42 | |
| Rayzebio | 2.9 | $147M | 2.4M | 62.17 | |
| Enliven Therapeutics (ELVN) | 2.5 | $125M | 9.0M | 13.84 | |
| Springworks Therapeutics (SWTX) | 2.4 | $118M | 3.2M | 36.50 | |
| Merck & Co (MRK) | 2.3 | $115M | 1.1M | 109.02 | |
| Ionis Pharmaceuticals (IONS) | 2.1 | $105M | 2.1M | 50.59 | |
| Disc Medicine (IRON) | 2.0 | $98M | 1.7M | 57.76 | |
| Gracell Biotechnologies Sponsored Ads | 1.9 | $94M | 9.3M | 10.04 | |
| Tenet Healthcare Corp Com New (THC) | 1.9 | $93M | 1.2M | 75.57 | |
| Evolent Health Cl A (EVH) | 1.8 | $91M | 2.7M | 33.03 | |
| United Therapeutics Corporation (UTHR) | 1.7 | $85M | 386k | 219.89 | |
| Xtant Med Hldgs Com New (XTNT) | 1.7 | $83M | 73M | 1.13 | |
| Stryker Corporation (SYK) | 1.6 | $81M | 269k | 299.46 | |
| Scholar Rock Hldg Corp (SRRK) | 1.6 | $80M | 4.2M | 18.80 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $76M | 144k | 530.79 | |
| Verona Pharma Sponsored Ads (VRNA) | 1.5 | $75M | 3.8M | 19.88 | |
| Vaxcyte (PCVX) | 1.4 | $72M | 1.2M | 62.80 | |
| Theseus Pharmaceuticals | 1.4 | $72M | 18M | 4.05 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.4 | $71M | 175k | 406.89 | |
| Neurocrine Biosciences (NBIX) | 1.4 | $68M | 519k | 131.76 | |
| Sarepta Therapeutics (SRPT) | 1.3 | $67M | 698k | 96.43 | |
| Anthem (ELV) | 1.3 | $67M | 142k | 471.56 | |
| Third Harmonic Bio (THRD) | 1.3 | $63M | 5.8M | 10.97 | |
| Natera (NTRA) | 1.2 | $60M | 955k | 62.64 | |
| Crinetics Pharmaceuticals In (CRNX) | 1.2 | $59M | 1.7M | 35.58 | |
| Apellis Pharmaceuticals (APLS) | 1.1 | $55M | 922k | 59.86 | |
| R1 RCM (RCM) | 1.0 | $51M | 4.8M | 10.57 | |
| Silverback Therapeutics (SPRY) | 1.0 | $51M | 9.2M | 5.48 | |
| Keros Therapeutics (KROS) | 1.0 | $50M | 1.3M | 39.76 | |
| Humana (HUM) | 1.0 | $50M | 110k | 457.81 | |
| Terns Pharmaceuticals (TERN) | 1.0 | $49M | 7.6M | 6.49 | |
| Alpine Immune Sciences | 1.0 | $48M | 2.5M | 19.06 | |
| Si-bone (SIBN) | 1.0 | $48M | 2.3M | 20.99 | |
| Prelude Therapeutics (PRLD) | 0.9 | $47M | 11M | 4.27 | |
| Alx Oncology Hldgs (ALXO) | 0.9 | $46M | 3.1M | 14.89 | |
| Neuropace (NPCE) | 0.8 | $41M | 4.0M | 10.31 | |
| Iovance Biotherapeutics (IOVA) | 0.8 | $38M | 4.7M | 8.13 | |
| Syndax Pharmaceuticals (SNDX) | 0.8 | $38M | 1.7M | 21.61 | |
| Icon SHS (ICLR) | 0.7 | $37M | 132k | 283.07 | |
| UnitedHealth (UNH) | 0.7 | $37M | 70k | 526.47 | |
| Amgen (AMGN) | 0.7 | $37M | 127k | 288.02 | |
| Apogee Therapeutics (APGE) | 0.7 | $36M | 1.3M | 27.94 | |
| Janux Therapeutics (JANX) | 0.7 | $36M | 3.3M | 10.73 | |
| Compass Therapeutics (CMPX) | 0.7 | $35M | 22M | 1.56 | |
| Scpharmaceuticals (SCPH) | 0.7 | $35M | 5.6M | 6.27 | |
| Argenx Se Sponsored Adr (ARGX) | 0.6 | $32M | 85k | 380.43 | |
| Fusion Pharmaceuticals | 0.6 | $30M | 3.1M | 9.61 | |
| Acelyrin | 0.6 | $30M | 4.0M | 7.46 | |
| Neumora Therapeutics (NMRA) | 0.5 | $26M | 1.5M | 17.05 | |
| Xenon Pharmaceuticals (XENE) | 0.5 | $25M | 550k | 46.06 | |
| Rhythm Pharmaceuticals (RYTM) | 0.5 | $25M | 537k | 45.97 | |
| Repare Therapeutics Ord (RPTX) | 0.5 | $24M | 3.3M | 7.30 | |
| Abcellera Biologics (ABCL) | 0.5 | $24M | 4.2M | 5.71 | |
| Ikena Oncology Nonvoting | 0.5 | $24M | 12M | 1.97 | |
| Vera Therapeutics Cl A (VERA) | 0.5 | $23M | 1.5M | 15.38 | |
| Pmv Pharmaceuticals (PMVP) | 0.4 | $20M | 6.5M | 3.10 | |
| Kinnate Biopharma | 0.4 | $19M | 8.0M | 2.37 | |
| Tela Bio (TELA) | 0.4 | $19M | 2.8M | 6.62 | |
| Aerovate Therapeutics (AVTE) | 0.3 | $17M | 757k | 22.63 | |
| Adagio Therapeutics (IVVD) | 0.3 | $16M | 4.1M | 3.94 | |
| Immatics SHS (IMTX) | 0.3 | $16M | 1.5M | 10.53 | |
| Adicet Bio (ACET) | 0.3 | $16M | 8.3M | 1.89 | |
| Alnylam Pharmaceuticals (ALNY) | 0.3 | $15M | 79k | 191.41 | |
| Pfizer Call Option (PFE) | 0.3 | $14M | 500k | 28.79 | |
| Krystal Biotech (KRYS) | 0.3 | $13M | 104k | 124.06 | |
| Verastem Com New (VSTM) | 0.2 | $12M | 1.5M | 8.14 | |
| Corvus Pharmaceuticals (CRVS) | 0.2 | $12M | 6.9M | 1.76 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $12M | 14k | 878.29 | |
| Amicus Therapeutics (FOLD) | 0.2 | $11M | 806k | 14.19 | |
| Passage Bio | 0.2 | $10M | 10M | 1.01 | |
| Heron Therapeutics (HRTX) | 0.2 | $10M | 5.9M | 1.70 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.2 | $9.8M | 320k | 30.60 | |
| Uniqure Nv SHS (QURE) | 0.2 | $9.1M | 1.3M | 6.77 | |
| Dex (DXCM) | 0.2 | $9.1M | 73k | 124.09 | |
| Apollomics Cl A Shs | 0.2 | $8.3M | 8.6M | 0.96 | |
| Gilead Sciences (GILD) | 0.2 | $8.1M | 100k | 81.01 | |
| Morphic Hldg (MORF) | 0.2 | $7.9M | 273k | 28.88 | |
| Turnstone Biologics Corp (TSBX) | 0.2 | $7.9M | 3.1M | 2.54 | |
| Rapt Therapeutics | 0.1 | $7.0M | 281k | 24.85 | |
| Ikena Oncology (IKNA) | 0.1 | $7.0M | 3.5M | 1.97 | |
| Inspiremd (NSPR) | 0.1 | $6.0M | 2.1M | 2.81 | |
| X4 Pharmaceuticals | 0.1 | $6.0M | 7.1M | 0.84 | |
| Cullinan Oncology (CGEM) | 0.1 | $5.6M | 545k | 10.19 | |
| Oric Pharmaceuticals (ORIC) | 0.1 | $4.8M | 523k | 9.20 | |
| Illumina (ILMN) | 0.1 | $4.2M | 30k | 139.24 | |
| Ambrx Biopharma | 0.1 | $4.2M | 296k | 14.24 | |
| Nextcure (NXTC) | 0.1 | $3.1M | 2.7M | 1.14 | |
| Celldex Therapeutics Com New (CLDX) | 0.0 | $2.3M | 59k | 39.66 | |
| Arcus Biosciences Incorporated (RCUS) | 0.0 | $2.2M | 117k | 19.10 | |
| 10x Genomics Cl A Com (TXG) | 0.0 | $2.2M | 40k | 55.96 | |
| Fate Therapeutics (FATE) | 0.0 | $2.0M | 528k | 3.74 | |
| Kezar Life Sciences | 0.0 | $1.8M | 1.9M | 0.95 | |
| Bolt Biotherapeutics | 0.0 | $1.7M | 1.5M | 1.12 | |
| Ys Biopharma Ordinary Shares | 0.0 | $1.7M | 3.2M | 0.51 | |
| Vigil Neuroscience (VIGL) | 0.0 | $1.5M | 449k | 3.38 | |
| Chardan Healthcare Acqu- Ord | 0.0 | $1.3M | 4.5M | 0.28 | |
| Chemomab Therapeutics Sponsored Ads | 0.0 | $1.1M | 2.2M | 0.51 | |
| Geron Corporation (GERN) | 0.0 | $1.0M | 485k | 2.11 | |
| Vir Biotechnology (VIR) | 0.0 | $1.0M | 101k | 10.06 | |
| Agios Pharmaceuticals (AGIO) | 0.0 | $1.0M | 45k | 22.27 | |
| Calcimedica Com New (CALC) | 0.0 | $851k | 297k | 2.86 | |
| Elevation Oncology (ELEV) | 0.0 | $806k | 1.5M | 0.54 | |
| Acutus Medical (AFIB) | 0.0 | $535k | 2.6M | 0.20 | |
| Singular Genomics Systems In | 0.0 | $249k | 541k | 0.46 |
