Orbimed Advisors as of June 30, 2024
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 110 positions in its portfolio as reported in the June 2024 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 | |
| Eli Lilly & Co. (LLY) | 6.0 | $306M | 338k | 905.38 | |
| Edgewise Therapeutics (EWTX) | 5.4 | $271M | 15M | 18.01 | |
| Boston Scientific Corporation (BSX) | 5.0 | $252M | 3.3M | 77.01 | |
| Intuitive Surgical Com New (ISRG) | 4.3 | $219M | 493k | 444.85 | |
| Biogen Idec (BIIB) | 4.1 | $209M | 901k | 231.82 | |
| Enliven Therapeutics (ELVN) | 3.7 | $186M | 8.0M | 23.37 | |
| Merck & Co (MRK) | 3.2 | $163M | 1.3M | 123.80 | |
| Tenet Healthcare Corp Com New (THC) | 3.1 | $156M | 1.2M | 133.03 | |
| Janux Therapeutics (JANX) | 2.5 | $125M | 3.0M | 41.89 | |
| Ionis Pharmaceuticals (IONS) | 2.2 | $113M | 2.4M | 47.66 | |
| Sarepta Therapeutics (SRPT) | 2.2 | $110M | 696k | 158.00 | |
| Stryker Corporation (SYK) | 1.8 | $92M | 269k | 340.25 | |
| Anthem (ELV) | 1.8 | $91M | 168k | 541.86 | |
| Argenx Se Sponsored Adr (ARGX) | 1.8 | $90M | 209k | 430.04 | |
| Disc Medicine (IRON) | 1.6 | $81M | 1.8M | 45.07 | |
| Silverback Therapeutics (SPRY) | 1.6 | $79M | 9.2M | 8.51 | |
| Third Harmonic Bio (THRD) | 1.5 | $75M | 5.8M | 13.00 | |
| Natera (NTRA) | 1.5 | $74M | 688k | 108.29 | |
| Thermo Fisher Scientific (TMO) | 1.4 | $73M | 132k | 553.00 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.4 | $71M | 151k | 468.72 | |
| Springworks Therapeutics (SWTX) | 1.3 | $64M | 1.7M | 37.67 | |
| Neurocrine Biosciences (NBIX) | 1.2 | $62M | 448k | 137.67 | |
| Alnylam Pharmaceuticals (ALNY) | 1.2 | $61M | 250k | 243.00 | |
| Vaxcyte (PCVX) | 1.2 | $60M | 796k | 75.51 | |
| Keros Therapeutics (KROS) | 1.1 | $58M | 1.3M | 45.70 | |
| Crinetics Pharmaceuticals In (CRNX) | 1.1 | $57M | 1.3M | 44.79 | |
| UnitedHealth (UNH) | 1.1 | $57M | 112k | 509.26 | |
| Arrivent Biopharma (AVBP) | 1.1 | $56M | 3.0M | 18.55 | |
| Icon SHS (ICLR) | 1.1 | $55M | 174k | 313.47 | |
| Terns Pharmaceuticals (TERN) | 1.0 | $52M | 7.6M | 6.81 | |
| Apellis Pharmaceuticals (APLS) | 1.0 | $50M | 1.3M | 38.36 | |
| Evolent Health Cl A (EVH) | 1.0 | $50M | 2.6M | 19.12 | |
| Xtant Med Hldgs Com New (XTNT) | 0.9 | $46M | 73M | 0.63 | |
| Si-bone Call Option (SIBN) | 0.9 | $45M | 3.5M | 12.93 | |
| Cytokinetics Com New (CYTK) | 0.9 | $44M | 813k | 54.18 | |
| Amgen (AMGN) | 0.8 | $42M | 135k | 312.45 | |
| Prelude Therapeutics (PRLD) | 0.8 | $42M | 11M | 3.81 | |
| Verona Pharma Sponsored Ads (VRNA) | 0.8 | $41M | 2.9M | 14.46 | |
| Q32 Bio (QTTB) | 0.8 | $40M | 2.3M | 17.95 | |
| Integer Hldgs (ITGR) | 0.8 | $40M | 349k | 115.79 | |
| Geron Corporation Call Option (GERN) | 0.8 | $40M | 9.5M | 4.24 | |
| Syndax Pharmaceuticals (SNDX) | 0.8 | $40M | 1.9M | 20.53 | |
| Xenon Pharmaceuticals (XENE) | 0.7 | $34M | 862k | 38.99 | |
| Dex (DXCM) | 0.7 | $33M | 290k | 113.38 | |
| Rhythm Pharmaceuticals (RYTM) | 0.6 | $29M | 705k | 41.06 | |
| Avidity Biosciences Ord (RNA) | 0.6 | $29M | 707k | 40.85 | |
| EXACT Sciences Corporation (EXAS) | 0.6 | $28M | 672k | 42.25 | |
| Neuropace (NPCE) | 0.5 | $26M | 3.4M | 7.56 | |
| Dyne Therapeutics (DYN) | 0.5 | $25M | 708k | 35.29 | |
| Vera Therapeutics Cl A (VERA) | 0.5 | $25M | 676k | 36.18 | |
| Scpharmaceuticals (SCPH) | 0.5 | $24M | 5.6M | 4.35 | |
| Regeneron Pharmaceuticals (REGN) | 0.5 | $24M | 23k | 1051.03 | |
| Mineralys Therapeutics (MLYS) | 0.5 | $24M | 2.0M | 11.70 | |
| Immatics SHS (IMTX) | 0.5 | $23M | 2.0M | 11.62 | |
| Heron Therapeutics (HRTX) | 0.5 | $23M | 6.5M | 3.50 | |
| Compass Therapeutics (CMPX) | 0.4 | $22M | 22M | 1.00 | |
| Morphic Hldg (MORF) | 0.4 | $21M | 613k | 34.07 | |
| Vir Biotechnology (VIR) | 0.4 | $21M | 2.3M | 8.90 | |
| Cullinan Oncology (CGEM) | 0.4 | $20M | 1.1M | 17.44 | |
| Ikena Oncology Nonvoting | 0.4 | $20M | 12M | 1.65 | |
| Acelyrin | 0.3 | $18M | 4.0M | 4.41 | |
| Apogee Therapeutics (APGE) | 0.3 | $15M | 379k | 39.35 | |
| Neumora Therapeutics (NMRA) | 0.3 | $15M | 1.5M | 9.83 | |
| Adicet Bio (ACET) | 0.3 | $14M | 11M | 1.21 | |
| Adc Therapeutics Sa SHS (ADCT) | 0.3 | $14M | 4.3M | 3.16 | |
| Corvus Pharmaceuticals (CRVS) | 0.3 | $13M | 6.9M | 1.82 | |
| Abcellera Biologics (ABCL) | 0.2 | $12M | 4.2M | 2.96 | |
| Tyra Biosciences (TYRA) | 0.2 | $12M | 769k | 15.99 | |
| Merus N V Call Option (MRUS) | 0.2 | $12M | 206k | 59.17 | |
| Tela Bio (TELA) | 0.2 | $12M | 2.5M | 4.70 | |
| Alx Oncology Hldgs (ALXO) | 0.2 | $11M | 1.9M | 6.03 | |
| Repare Therapeutics Ord (RPTX) | 0.2 | $11M | 3.3M | 3.30 | |
| Solventum Corp Com Shs Call Option (SOLV) | 0.2 | $11M | 200k | 52.88 | |
| Pmv Pharmaceuticals (PMVP) | 0.2 | $11M | 6.5M | 1.62 | |
| Lexicon Pharmaceuticals Com New (LXRX) | 0.2 | $9.8M | 5.8M | 1.68 | |
| Lyell Immunopharma | 0.2 | $9.3M | 6.4M | 1.45 | |
| Scholar Rock Hldg Corp (SRRK) | 0.2 | $8.9M | 1.1M | 8.33 | |
| Turnstone Biologics Corp (TSBX) | 0.2 | $8.1M | 3.1M | 2.62 | |
| Passage Bio | 0.2 | $8.0M | 10M | 0.79 | |
| Progyny (PGNY) | 0.1 | $7.4M | 260k | 28.61 | |
| Pfizer Call Option (PFE) | 0.1 | $7.0M | 250k | 27.98 | |
| C4 Therapeutics Com Stk (CCCC) | 0.1 | $7.0M | 1.5M | 4.62 | |
| Ikena Oncology (IKNA) | 0.1 | $5.8M | 3.5M | 1.65 | |
| Amicus Therapeutics (FOLD) | 0.1 | $5.7M | 570k | 9.92 | |
| Krystal Biotech (KRYS) | 0.1 | $5.5M | 30k | 183.64 | |
| Inspiremd (NSPR) | 0.1 | $5.3M | 2.1M | 2.50 | |
| Perspective Therapeutics Com New (CATX) | 0.1 | $4.9M | 493k | 9.97 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.1 | $4.9M | 125k | 39.27 | |
| Nkarta (NKTX) | 0.1 | $4.7M | 800k | 5.91 | |
| Chardan Healthcare Acqu- Ord | 0.1 | $4.6M | 14M | 0.34 | |
| Verastem Com New (VSTM) | 0.1 | $4.6M | 1.5M | 2.98 | |
| Fate Therapeutics (FATE) | 0.1 | $4.4M | 1.4M | 3.28 | |
| X4 Pharmaceuticals | 0.1 | $4.1M | 7.1M | 0.58 | |
| Adagio Therapeutics (IVVD) | 0.1 | $2.7M | 2.4M | 1.10 | |
| Milestone Pharmaceuticals (MIST) | 0.1 | $2.6M | 2.0M | 1.32 | |
| Elevation Oncology (ELEV) | 0.1 | $2.5M | 941k | 2.70 | |
| Tg Therapeutics (TGTX) | 0.0 | $2.4M | 133k | 17.79 | |
| BioMarin Pharmaceutical (BMRN) | 0.0 | $2.1M | 26k | 82.33 | |
| Chemomab Therapeutics Sponsored Ads | 0.0 | $2.0M | 2.2M | 0.91 | |
| Oric Pharmaceuticals (ORIC) | 0.0 | $2.0M | 287k | 7.07 | |
| Nextcure (NXTC) | 0.0 | $1.8M | 1.1M | 1.59 | |
| Apollomics Cl A Shs | 0.0 | $1.8M | 8.6M | 0.21 | |
| Vigil Neuroscience (VIGL) | 0.0 | $1.8M | 449k | 4.00 | |
| Dynavax Technologies Corp Com New (DVAX) | 0.0 | $1.3M | 114k | 11.23 | |
| Kezar Life Sciences | 0.0 | $1.2M | 1.9M | 0.60 | |
| Lakeshore Biopharma Ordinary Shares | 0.0 | $910k | 1.4M | 0.65 | |
| Traws Pharma Com New | 0.0 | $467k | 1.0M | 0.45 | |
| Xeris Pharmaceuticals (XERS) | 0.0 | $181k | 80k | 2.25 | |
| Singular Genomics Systems In Com New | 0.0 | $152k | 18k | 8.45 |