Orbimed Advisors as of Sept. 30, 2024
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 113 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Edgewise Therapeutics (EWTX) | 7.3 | $401M | 15M | 26.69 | |
| Sinovac Biotech SHS | 6.2 | $340M | 2.7M | 125.06 | |
| Eli Lilly & Co. (LLY) | 5.4 | $299M | 338k | 885.94 | |
| Boston Scientific Corporation (BSX) | 5.0 | $274M | 3.3M | 83.80 | |
| Intuitive Surgical Com New (ISRG) | 3.9 | $213M | 434k | 491.27 | |
| Enliven Therapeutics (ELVN) | 3.7 | $203M | 8.0M | 25.54 | |
| Biogen Idec (BIIB) | 2.9 | $158M | 813k | 193.84 | |
| Merck & Co (MRK) | 2.7 | $149M | 1.3M | 113.56 | |
| Tenet Healthcare Corp Com New (THC) | 2.4 | $130M | 782k | 166.20 | |
| Sarepta Therapeutics (SRPT) | 2.3 | $126M | 1.0M | 124.89 | |
| Stryker Corporation (SYK) | 2.3 | $124M | 344k | 361.26 | |
| Silverback Therapeutics (SPRY) | 2.2 | $120M | 8.3M | 14.50 | |
| Argenx Se Sponsored Adr (ARGX) | 2.0 | $111M | 205k | 542.08 | |
| UnitedHealth (UNH) | 1.9 | $105M | 179k | 584.68 | |
| Q32 Bio (QTTB) | 1.8 | $101M | 2.3M | 44.62 | |
| Mbx Biosciences (MBX) | 1.8 | $99M | 3.8M | 25.98 | |
| Ionis Pharmaceuticals (IONS) | 1.7 | $93M | 2.3M | 40.06 | |
| Disc Medicine (IRON) | 1.6 | $88M | 1.8M | 49.14 | |
| Natera (NTRA) | 1.6 | $87M | 688k | 126.95 | |
| Amgen (AMGN) | 1.5 | $81M | 252k | 322.21 | |
| Third Harmonic Bio (THRD) | 1.4 | $78M | 5.8M | 13.55 | |
| Integer Hldgs (ITGR) | 1.4 | $75M | 575k | 130.00 | |
| Arrivent Biopharma (AVBP) | 1.3 | $71M | 3.0M | 23.50 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.3 | $70M | 151k | 465.08 | |
| Alnylam Pharmaceuticals (ALNY) | 1.3 | $69M | 250k | 275.03 | |
| Terns Pharmaceuticals (TERN) | 1.1 | $63M | 7.6M | 8.34 | |
| Keros Therapeutics (KROS) | 1.1 | $59M | 1.0M | 58.07 | |
| Janux Therapeutics (JANX) | 1.0 | $57M | 1.3M | 45.43 | |
| Anthem (ELV) | 1.0 | $55M | 106k | 520.00 | |
| Evolent Health Cl A Call Option (EVH) | 1.0 | $54M | 1.9M | 28.28 | |
| Crinetics Pharmaceuticals In (CRNX) | 1.0 | $54M | 1.1M | 51.10 | |
| Avidity Biosciences Ord (RNA) | 1.0 | $53M | 1.1M | 45.93 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $52M | 84k | 618.57 | |
| Si-bone Call Option (SIBN) | 0.9 | $50M | 3.6M | 13.98 | |
| Xtant Med Hldgs Com New (XTNT) | 0.9 | $49M | 73M | 0.68 | |
| Regeneron Pharmaceuticals (REGN) | 0.9 | $48M | 45k | 1051.24 | |
| EXACT Sciences Corporation (EXAS) | 0.8 | $46M | 680k | 68.12 | |
| Springworks Therapeutics (SWTX) | 0.8 | $45M | 1.4M | 32.04 | |
| Vaxcyte (PCVX) | 0.8 | $44M | 387k | 114.27 | |
| Compass Therapeutics (CMPX) | 0.7 | $41M | 22M | 1.84 | |
| Cytokinetics Com New (CYTK) | 0.7 | $41M | 767k | 52.80 | |
| Syndax Pharmaceuticals (SNDX) | 0.7 | $37M | 1.9M | 19.25 | |
| Corvus Pharmaceuticals (CRVS) | 0.7 | $37M | 6.9M | 5.28 | |
| Apellis Pharmaceuticals (APLS) | 0.7 | $37M | 1.3M | 28.84 | |
| Xenon Pharmaceuticals (XENE) | 0.7 | $36M | 911k | 39.37 | |
| Universal Hlth Svcs CL B (UHS) | 0.6 | $36M | 156k | 229.01 | |
| Icon SHS (ICLR) | 0.6 | $36M | 124k | 287.31 | |
| Neurocrine Biosciences (NBIX) | 0.6 | $35M | 302k | 115.22 | |
| Vera Therapeutics Cl A (VERA) | 0.5 | $30M | 676k | 44.20 | |
| Bioage Labs (BIOA) | 0.5 | $30M | 1.4M | 20.80 | |
| Scpharmaceuticals (SCPH) | 0.5 | $28M | 6.1M | 4.56 | |
| Vir Biotechnology (VIR) | 0.5 | $27M | 3.6M | 7.49 | |
| Phathom Pharmaceuticals (PHAT) | 0.5 | $26M | 1.4M | 18.08 | |
| Cg Oncology (CGON) | 0.5 | $26M | 691k | 37.73 | |
| C4 Therapeutics Com Stk (CCCC) | 0.5 | $26M | 4.5M | 5.70 | |
| Dyne Therapeutics (DYN) | 0.5 | $25M | 708k | 35.92 | |
| Mineralys Therapeutics (MLYS) | 0.4 | $24M | 2.0M | 12.11 | |
| Neuropace (NPCE) | 0.4 | $24M | 3.4M | 6.97 | |
| Immatics SHS (IMTX) | 0.4 | $23M | 2.0M | 11.41 | |
| Rhythm Pharmaceuticals (RYTM) | 0.4 | $23M | 436k | 52.39 | |
| Prelude Therapeutics (PRLD) | 0.4 | $23M | 11M | 2.07 | |
| Apogee Therapeutics (APGE) | 0.4 | $22M | 379k | 58.74 | |
| Ikena Oncology Nonvoting | 0.4 | $21M | 12M | 1.73 | |
| Neumora Therapeutics (NMRA) | 0.4 | $20M | 1.5M | 13.21 | |
| Acelyrin | 0.4 | $20M | 4.0M | 4.93 | |
| Corbus Pharmaceuticals Hldgs Com New (CRBP) | 0.3 | $19M | 913k | 20.63 | |
| Tyra Biosciences (TYRA) | 0.3 | $18M | 769k | 23.51 | |
| Cullinan Oncology (CGEM) | 0.3 | $18M | 1.1M | 16.74 | |
| Lexicon Pharmaceuticals Com New (LXRX) | 0.3 | $17M | 11M | 1.57 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.3 | $17M | 384k | 43.89 | |
| Adicet Bio (ACET) | 0.3 | $17M | 11M | 1.44 | |
| Medpace Hldgs (MEDP) | 0.3 | $15M | 45k | 333.80 | |
| Adc Therapeutics Sa SHS (ADCT) | 0.3 | $14M | 4.5M | 3.15 | |
| Gilead Sciences (GILD) | 0.2 | $13M | 152k | 83.84 | |
| Biontech Se Sponsored Ads (BNTX) | 0.2 | $12M | 103k | 118.77 | |
| ACADIA Pharmaceuticals (ACAD) | 0.2 | $12M | 765k | 15.38 | |
| Repare Therapeutics Ord (RPTX) | 0.2 | $11M | 3.3M | 3.44 | |
| Abcellera Biologics (ABCL) | 0.2 | $11M | 4.2M | 2.60 | |
| Pmv Pharmaceuticals (PMVP) | 0.2 | $9.6M | 6.5M | 1.49 | |
| Avalo Therapeutics Com New (AVTX) | 0.2 | $9.2M | 967k | 9.50 | |
| Verastem Com New (VSTM) | 0.2 | $8.6M | 2.9M | 2.99 | |
| Lyell Immunopharma | 0.2 | $8.4M | 6.1M | 1.38 | |
| Oscar Health Cl A (OSCR) | 0.1 | $7.5M | 352k | 21.21 | |
| Bicara Therapeutics (BCAX) | 0.1 | $6.9M | 272k | 25.47 | |
| Passage Bio | 0.1 | $6.9M | 9.8M | 0.70 | |
| Pepgen (PEPG) | 0.1 | $6.8M | 797k | 8.55 | |
| Nkarta (NKTX) | 0.1 | $6.7M | 1.5M | 4.52 | |
| Moderna Call Option (MRNA) | 0.1 | $6.7M | 100k | 66.83 | |
| Ikena Oncology (IKNA) | 0.1 | $6.1M | 3.5M | 1.73 | |
| Amicus Therapeutics (FOLD) | 0.1 | $6.1M | 570k | 10.68 | |
| Scholar Rock Hldg Corp (SRRK) | 0.1 | $5.9M | 742k | 8.01 | |
| Fate Therapeutics (FATE) | 0.1 | $5.9M | 1.7M | 3.50 | |
| Inspiremd (NSPR) | 0.1 | $5.7M | 2.1M | 2.68 | |
| Longboard Pharmaceuticals In | 0.1 | $5.7M | 170k | 33.33 | |
| Tela Bio (TELA) | 0.1 | $5.5M | 2.2M | 2.53 | |
| Solventum Corp Com Shs Call Option (SOLV) | 0.1 | $4.8M | 69k | 69.72 | |
| X4 Pharmaceuticals | 0.1 | $4.8M | 7.1M | 0.67 | |
| Krystal Biotech (KRYS) | 0.1 | $4.3M | 24k | 182.03 | |
| Ardent Health Partners (ARDT) | 0.1 | $3.8M | 206k | 18.38 | |
| Traws Pharma Com New (TRAW) | 0.1 | $3.6M | 606k | 5.88 | |
| Milestone Pharmaceuticals (MIST) | 0.1 | $3.0M | 2.0M | 1.52 | |
| Cassava Sciences Put Option (SAVA) | 0.1 | $2.8M | 95k | 29.43 | |
| Chemomab Therapeutics Sponsored Ads | 0.0 | $2.7M | 1.7M | 1.57 | |
| Instil Bio Com New (TIL) | 0.0 | $2.3M | 34k | 67.32 | |
| Biomx Com New (PHGE) | 0.0 | $1.8M | 1.8M | 1.02 | |
| Geron Corporation Call Option (GERN) | 0.0 | $1.8M | 400k | 4.54 | |
| Adagio Therapeutics (IVVD) | 0.0 | $1.8M | 1.7M | 1.02 | |
| Turnstone Biologics Corp (TSBX) | 0.0 | $1.7M | 3.1M | 0.56 | |
| Nextcure (NXTC) | 0.0 | $1.6M | 1.1M | 1.37 | |
| Vigil Neuroscience (VIGL) | 0.0 | $1.5M | 449k | 3.40 | |
| Kezar Life Sciences | 0.0 | $1.5M | 1.9M | 0.77 | |
| Elevation Oncology (ELEV) | 0.0 | $565k | 941k | 0.60 | |
| Xeris Pharmaceuticals (XERS) | 0.0 | $229k | 80k | 2.85 |