Orbimed Advisors as of March 31, 2024
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 112 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sinovac Biotech SHS | 6.2 | $340M | 2.7M | 125.06 | |
| Eli Lilly & Co. (LLY) | 5.2 | $281M | 361k | 777.96 | |
| Edgewise Therapeutics (EWTX) | 5.0 | $274M | 15M | 18.24 | |
| Boston Scientific Corporation (BSX) | 4.1 | $224M | 3.3M | 68.49 | |
| Intuitive Surgical Com New (ISRG) | 3.6 | $197M | 493k | 399.09 | |
| Biogen Idec (BIIB) | 3.6 | $194M | 901k | 215.63 | |
| Merck & Co (MRK) | 3.2 | $174M | 1.3M | 131.95 | |
| Janux Therapeutics (JANX) | 3.0 | $161M | 4.3M | 37.65 | |
| Enliven Therapeutics (ELVN) | 2.9 | $158M | 9.0M | 17.59 | |
| Tenet Healthcare Corp Com New (THC) | 2.3 | $123M | 1.2M | 105.11 | |
| BioMarin Pharmaceutical (BMRN) | 2.1 | $112M | 1.3M | 87.34 | |
| Alpine Immune Sciences | 2.0 | $106M | 2.7M | 39.64 | |
| Disc Medicine (IRON) | 1.9 | $106M | 1.7M | 62.26 | |
| Stryker Corporation (SYK) | 1.8 | $96M | 269k | 357.87 | |
| Silverback Therapeutics (SPRY) | 1.7 | $94M | 9.2M | 10.22 | |
| Sarepta Therapeutics (SRPT) | 1.7 | $90M | 698k | 129.46 | |
| Ionis Pharmaceuticals (IONS) | 1.6 | $87M | 2.0M | 43.35 | |
| Anthem (ELV) | 1.6 | $87M | 168k | 518.54 | |
| Xtant Med Hldgs Com New (XTNT) | 1.6 | $86M | 73M | 1.17 | |
| Evolent Health Cl A (EVH) | 1.6 | $85M | 2.6M | 32.79 | |
| Apellis Pharmaceuticals (APLS) | 1.6 | $85M | 1.4M | 58.78 | |
| Springworks Therapeutics (SWTX) | 1.5 | $84M | 1.7M | 49.22 | |
| Keros Therapeutics (KROS) | 1.5 | $84M | 1.3M | 66.20 | |
| Natera (NTRA) | 1.5 | $82M | 899k | 91.46 | |
| Thermo Fisher Scientific (TMO) | 1.4 | $77M | 132k | 581.21 | |
| Vaxcyte (PCVX) | 1.3 | $73M | 1.1M | 68.31 | |
| Crinetics Pharmaceuticals In (CRNX) | 1.2 | $65M | 1.4M | 46.81 | |
| Scholar Rock Hldg Corp (SRRK) | 1.2 | $64M | 3.6M | 17.76 | |
| Argenx Se Sponsored Adr (ARGX) | 1.1 | $60M | 152k | 393.72 | |
| Icon SHS (ICLR) | 1.1 | $59M | 174k | 335.95 | |
| Neurocrine Biosciences (NBIX) | 1.1 | $58M | 423k | 137.92 | |
| Si-bone Call Option (SIBN) | 1.0 | $56M | 3.4M | 16.37 | |
| Verona Pharma Sponsored Ads (VRNA) | 1.0 | $55M | 3.4M | 16.09 | |
| Third Harmonic Bio (THRD) | 1.0 | $55M | 5.8M | 9.44 | |
| Arrivent Biopharma (AVBP) | 1.0 | $54M | 3.0M | 17.86 | |
| Neuropace (NPCE) | 1.0 | $53M | 4.0M | 13.20 | |
| Prelude Therapeutics (PRLD) | 1.0 | $52M | 11M | 4.74 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.9 | $51M | 123k | 418.01 | |
| Terns Pharmaceuticals (TERN) | 0.9 | $50M | 7.6M | 6.56 | |
| Cytokinetics Com New (CYTK) | 0.9 | $48M | 683k | 70.11 | |
| Apogee Therapeutics (APGE) | 0.9 | $48M | 719k | 66.45 | |
| Compass Therapeutics (CMPX) | 0.8 | $44M | 22M | 1.98 | |
| Geron Corporation (GERN) | 0.8 | $43M | 13M | 3.30 | |
| Syndax Pharmaceuticals (SNDX) | 0.8 | $42M | 1.7M | 23.80 | |
| Q32 Bio (QTTB) | 0.7 | $38M | 2.3M | 17.04 | |
| Esperion Therapeutics (ESPR) | 0.7 | $37M | 14M | 2.68 | |
| UnitedHealth (UNH) | 0.6 | $35M | 70k | 494.70 | |
| Rhythm Pharmaceuticals (RYTM) | 0.6 | $31M | 705k | 43.33 | |
| Alx Oncology Hldgs (ALXO) | 0.6 | $30M | 2.7M | 11.15 | |
| Vera Therapeutics Cl A (VERA) | 0.5 | $29M | 676k | 43.12 | |
| Praxis Precision Medicines I Com New (PRAX) | 0.5 | $28M | 461k | 61.02 | |
| Heron Therapeutics (HRTX) | 0.5 | $28M | 10M | 2.77 | |
| Scpharmaceuticals (SCPH) | 0.5 | $28M | 5.6M | 5.02 | |
| Acelyrin | 0.5 | $27M | 4.0M | 6.75 | |
| Adicet Bio (ACET) | 0.5 | $27M | 11M | 2.35 | |
| Mineralys Therapeutics (MLYS) | 0.5 | $26M | 2.0M | 12.91 | |
| Avidity Biosciences Ord (RNA) | 0.5 | $25M | 994k | 25.52 | |
| Xenon Pharmaceuticals (XENE) | 0.4 | $24M | 550k | 43.05 | |
| Regeneron Pharmaceuticals (REGN) | 0.4 | $22M | 23k | 962.49 | |
| Kinnate Biopharma | 0.4 | $21M | 8.0M | 2.66 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.4 | $21M | 740k | 28.60 | |
| Neumora Therapeutics (NMRA) | 0.4 | $21M | 1.5M | 13.75 | |
| Dyne Therapeutics (DYN) | 0.4 | $20M | 708k | 28.39 | |
| Morphic Hldg (MORF) | 0.4 | $20M | 559k | 35.20 | |
| Dex (DXCM) | 0.4 | $20M | 140k | 138.70 | |
| Abcellera Biologics (ABCL) | 0.3 | $19M | 4.2M | 4.53 | |
| Immatics SHS (IMTX) | 0.3 | $19M | 1.8M | 10.51 | |
| Verastem Com New (VSTM) | 0.3 | $18M | 1.5M | 11.80 | |
| Amgen (AMGN) | 0.3 | $18M | 63k | 284.32 | |
| Ikena Oncology Nonvoting | 0.3 | $17M | 12M | 1.42 | |
| Aerovate Therapeutics (AVTE) | 0.3 | $17M | 565k | 29.57 | |
| Tela Bio (TELA) | 0.3 | $16M | 2.8M | 5.67 | |
| Repare Therapeutics Ord (RPTX) | 0.3 | $16M | 3.3M | 4.71 | |
| Passage Bio | 0.3 | $14M | 10M | 1.35 | |
| Tyra Biosciences (TYRA) | 0.2 | $13M | 769k | 16.40 | |
| Corvus Pharmaceuticals (CRVS) | 0.2 | $12M | 6.9M | 1.78 | |
| Adagio Therapeutics (IVVD) | 0.2 | $12M | 2.7M | 4.44 | |
| Pmv Pharmaceuticals (PMVP) | 0.2 | $11M | 6.5M | 1.70 | |
| Ventyx Biosciences (VTYX) | 0.2 | $10M | 1.9M | 5.50 | |
| Fate Therapeutics (FATE) | 0.2 | $9.9M | 1.4M | 7.34 | |
| X4 Pharmaceuticals | 0.2 | $9.9M | 7.1M | 1.39 | |
| EXACT Sciences Corporation (EXAS) | 0.2 | $9.7M | 140k | 69.06 | |
| Cullinan Oncology (CGEM) | 0.2 | $8.8M | 518k | 17.04 | |
| Nkarta (NKTX) | 0.2 | $8.6M | 800k | 10.81 | |
| Lexicon Pharmaceuticals Com New (LXRX) | 0.2 | $8.5M | 3.5M | 2.40 | |
| 10x Genomics Cl A Com (TXG) | 0.2 | $8.5M | 225k | 37.53 | |
| Turnstone Biologics Corp (TSBX) | 0.1 | $8.1M | 3.1M | 2.62 | |
| IsoRay | 0.1 | $7.7M | 6.5M | 1.19 | |
| Cytomx Therapeutics (CTMX) | 0.1 | $7.7M | 3.5M | 2.18 | |
| Amicus Therapeutics (FOLD) | 0.1 | $6.7M | 570k | 11.78 | |
| Krystal Biotech (KRYS) | 0.1 | $6.6M | 37k | 177.93 | |
| Vir Biotechnology (VIR) | 0.1 | $6.5M | 640k | 10.13 | |
| Apollomics Cl A Shs | 0.1 | $6.4M | 8.6M | 0.75 | |
| Inspiremd (NSPR) | 0.1 | $5.1M | 2.1M | 2.37 | |
| Ikena Oncology (IKNA) | 0.1 | $5.0M | 3.5M | 1.42 | |
| Elevation Oncology (ELEV) | 0.1 | $4.8M | 941k | 5.13 | |
| Progyny (PGNY) | 0.1 | $4.3M | 113k | 38.15 | |
| Oric Pharmaceuticals (ORIC) | 0.1 | $3.9M | 287k | 13.75 | |
| Milestone Pharmaceuticals (MIST) | 0.1 | $3.6M | 2.0M | 1.79 | |
| Nextcure (NXTC) | 0.0 | $2.5M | 1.1M | 2.23 | |
| Bolt Biotherapeutics | 0.0 | $2.2M | 1.5M | 1.40 | |
| Chardan Healthcare Acqu- Ord | 0.0 | $2.0M | 4.5M | 0.45 | |
| Chemomab Therapeutics Sponsored Ads | 0.0 | $1.7M | 2.2M | 0.78 | |
| Kezar Life Sciences | 0.0 | $1.7M | 1.9M | 0.90 | |
| Vigil Neuroscience (VIGL) | 0.0 | $1.5M | 449k | 3.41 | |
| Dynavax Technologies Corp Com New (DVAX) | 0.0 | $1.4M | 114k | 12.41 | |
| Calcimedica Com New (CALC) | 0.0 | $1.2M | 297k | 4.16 | |
| Ys Biopharma Ordinary Shares | 0.0 | $1.1M | 1.5M | 0.72 | |
| Acutus Medical (AFIB) | 0.0 | $498k | 2.6M | 0.19 | |
| Lyell Immunopharma | 0.0 | $445k | 200k | 2.23 | |
| Singular Genomics Systems In | 0.0 | $278k | 541k | 0.51 | |
| Xeris Pharmaceuticals (XERS) | 0.0 | $178k | 80k | 2.21 |
