Orbimed Advisors as of Sept. 30, 2025
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 104 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Boston Scientific Corporation (BSX) | 6.0 | $257M | 2.6M | 97.63 | |
| Edgewise Therapeutics (EWTX) | 5.9 | $252M | 16M | 16.22 | |
| Eli Lilly & Co. (LLY) | 5.4 | $230M | 301k | 763.00 | |
| Sinovac Biotech SHS | 4.3 | $185M | 2.7M | 67.85 | |
| Enliven Therapeutics (ELVN) | 3.8 | $163M | 8.0M | 20.47 | |
| Alnylam Pharmaceuticals (ALNY) | 3.2 | $138M | 302k | 456.00 | |
| Stryker Corporation (SYK) | 3.1 | $133M | 359k | 369.67 | |
| Edwards Lifesciences (EW) | 3.1 | $131M | 1.7M | 77.77 | |
| Intuitive Surgical Com New (ISRG) | 3.0 | $128M | 287k | 447.23 | |
| Argenx Se Sponsored Adr (ARGX) | 3.0 | $127M | 172k | 737.56 | |
| Sionna Therapeutics (SION) | 2.5 | $109M | 3.7M | 29.41 | |
| Upstream Bio (UPB) | 2.5 | $107M | 5.7M | 18.81 | |
| Disc Medicine (IRON) | 2.2 | $94M | 1.4M | 66.08 | |
| Caris Life Sciences (CAI) | 2.1 | $92M | 3.0M | 30.25 | |
| Silverback Therapeutics (SPRY) | 1.9 | $83M | 8.3M | 10.05 | |
| Avidity Biosciences Ord (RNA) | 1.7 | $71M | 1.6M | 43.57 | |
| Mbx Biosciences (MBX) | 1.6 | $70M | 4.0M | 17.50 | |
| Cg Oncology (CGON) | 1.6 | $70M | 1.7M | 40.28 | |
| Natera (NTRA) | 1.6 | $69M | 429k | 160.97 | |
| Axsome Therapeutics (AXSM) | 1.5 | $65M | 532k | 121.45 | |
| Apellis Pharmaceuticals (APLS) | 1.4 | $58M | 2.6M | 22.63 | |
| Terns Pharmaceuticals (TERN) | 1.3 | $57M | 7.6M | 7.51 | |
| Arrivent Biopharma (AVBP) | 1.3 | $56M | 3.0M | 18.45 | |
| Mineralys Therapeutics (MLYS) | 1.3 | $56M | 1.5M | 37.92 | |
| EXACT Sciences Corporation (EXAS) | 1.3 | $54M | 995k | 54.71 | |
| Compass Therapeutics (CMPX) | 1.2 | $53M | 15M | 3.50 | |
| Corvus Pharmaceuticals (CRVS) | 1.2 | $53M | 7.2M | 7.37 | |
| Danaher Corporation (DHR) | 1.2 | $52M | 263k | 198.26 | |
| Imagenebio Nonvoting | 1.2 | $51M | 6.2M | 8.15 | |
| Crinetics Pharmaceuticals In (CRNX) | 1.2 | $50M | 1.2M | 41.65 | |
| Neurocrine Biosciences (NBIX) | 1.2 | $50M | 354k | 140.38 | |
| United Therapeutics Corporation (UTHR) | 1.1 | $48M | 115k | 419.21 | |
| Cigna Corp (CI) | 1.1 | $47M | 163k | 288.25 | |
| Oric Pharmaceuticals (ORIC) | 1.0 | $44M | 3.6M | 12.00 | |
| Janux Therapeutics (JANX) | 1.0 | $43M | 1.8M | 24.44 | |
| Roivant Sciences SHS (ROIV) | 1.0 | $41M | 2.7M | 15.13 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.9 | $38M | 192k | 198.81 | |
| Si-bone (SIBN) | 0.9 | $38M | 2.6M | 14.72 | |
| Scpharmaceuticals (SCPH) | 0.8 | $34M | 6.1M | 5.67 | |
| Abivax Sa Sponsored Ads (ABVX) | 0.8 | $32M | 380k | 84.90 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.7 | $32M | 1.1M | 28.00 | |
| Trevi Therapeutics (TRVI) | 0.7 | $30M | 3.3M | 9.15 | |
| Integer Hldgs (ITGR) | 0.7 | $30M | 290k | 103.33 | |
| Dyne Therapeutics (DYN) | 0.7 | $29M | 2.3M | 12.65 | |
| Rapt Therapeutics Com New (RAPT) | 0.7 | $28M | 1.1M | 25.79 | |
| Cytomx Therapeutics (CTMX) | 0.6 | $27M | 8.5M | 3.19 | |
| Neuropace (NPCE) | 0.6 | $27M | 2.6M | 10.31 | |
| Uniqure Nv SHS (QURE) | 0.6 | $27M | 459k | 58.37 | |
| Eyepoint Pharmaceuticals Com New (EYPT) | 0.6 | $26M | 1.8M | 14.24 | |
| Akero Therapeutics (AKRO) | 0.6 | $25M | 526k | 47.48 | |
| Adc Therapeutics Sa SHS (ADCT) | 0.6 | $24M | 5.9M | 4.00 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $23M | 47k | 485.02 | |
| Rhythm Pharmaceuticals (RYTM) | 0.5 | $22M | 215k | 100.99 | |
| Abbott Laboratories Call Option (ABT) | 0.5 | $20M | 150k | 133.94 | |
| Krystal Biotech (KRYS) | 0.4 | $18M | 103k | 176.53 | |
| Forte Biosciences Com New (FBRX) | 0.4 | $18M | 1.2M | 15.00 | |
| Avalo Therapeutics Com New (AVTX) | 0.4 | $17M | 1.3M | 12.71 | |
| Xenon Pharmaceuticals (XENE) | 0.4 | $17M | 420k | 40.15 | |
| Carlsmed (CARL) | 0.4 | $17M | 1.3M | 13.39 | |
| Keros Therapeutics (KROS) | 0.4 | $16M | 1.0M | 15.82 | |
| Prelude Therapeutics (PRLD) | 0.4 | $16M | 11M | 1.44 | |
| Shattuck Labs (STTK) | 0.4 | $15M | 6.3M | 2.39 | |
| Corbus Pharmaceuticals Hldgs Com New (CRBP) | 0.3 | $15M | 1.2M | 12.65 | |
| Urogen Pharma (URGN) | 0.3 | $14M | 689k | 19.95 | |
| Vir Biotechnology (VIR) | 0.3 | $14M | 2.4M | 5.71 | |
| Amicus Therapeutics (FOLD) | 0.3 | $13M | 1.6M | 7.88 | |
| Pfizer Call Option (PFE) | 0.3 | $13M | 500k | 25.48 | |
| Brightspring Health Svcs (BTSG) | 0.3 | $12M | 414k | 29.56 | |
| Tarsus Pharmaceuticals (TARS) | 0.3 | $12M | 198k | 59.43 | |
| C4 Therapeutics Com Stk (CCCC) | 0.3 | $12M | 5.2M | 2.22 | |
| Astrazeneca Sponsored Adr Call Option | 0.3 | $12M | 150k | 76.72 | |
| Cullinan Oncology (CGEM) | 0.3 | $11M | 1.9M | 5.93 | |
| Vistagen Therapeutics Ord Call Option (VTGN) | 0.3 | $11M | 3.1M | 3.55 | |
| Amylyx Pharmaceuticals (AMLX) | 0.2 | $10M | 751k | 13.59 | |
| Adicet Bio | 0.2 | $9.3M | 11M | 0.81 | |
| Pmv Pharmaceuticals (PMVP) | 0.2 | $8.4M | 6.0M | 1.40 | |
| Aadi Bioscience (WHWK) | 0.2 | $7.9M | 4.2M | 1.90 | |
| Verastem Com New (VSTM) | 0.2 | $7.8M | 888k | 8.83 | |
| Alumis (ALMS) | 0.2 | $7.7M | 1.9M | 3.99 | |
| BioCryst Pharmaceuticals (BCRX) | 0.2 | $6.8M | 902k | 7.59 | |
| Milestone Pharmaceuticals (MIST) | 0.2 | $6.4M | 3.2M | 2.00 | |
| Repare Therapeutics Ord | 0.1 | $5.8M | 3.3M | 1.76 | |
| Inspiremd (NSPR) | 0.1 | $5.1M | 2.1M | 2.41 | |
| Bioage Labs (BIOA) | 0.1 | $4.7M | 791k | 5.88 | |
| Jade Biosciences Com New (JBIO) | 0.1 | $4.6M | 531k | 8.63 | |
| Q32 Bio (QTTB) | 0.1 | $4.5M | 2.3M | 1.98 | |
| Mind Medicine Mindmed Com New (MNMD) | 0.1 | $4.3M | 368k | 11.79 | |
| Celcuity (CELC) | 0.1 | $4.2M | 84k | 49.40 | |
| Immatics SHS (IMTX) | 0.1 | $4.0M | 467k | 8.52 | |
| Scholar Rock Hldg Corp Call Option (SRRK) | 0.1 | $3.7M | 100k | 37.24 | |
| Tg Therapeutics Call Option (TGTX) | 0.1 | $3.6M | 100k | 36.12 | |
| Imagenebio (IMA) | 0.1 | $3.1M | 379k | 8.15 | |
| Celcuity Note 2.750% 8/0 (Principal) | 0.1 | $2.7M | 2.0M | 1.34 | |
| Insmed Com Par $.01 (INSM) | 0.0 | $1.9M | 14k | 144.01 | |
| Atai Life Sciences Nv SHS | 0.0 | $1.8M | 347k | 5.29 | |
| Korro Bio (KRRO) | 0.0 | $1.6M | 32k | 47.89 | |
| Mural Oncology Pub Ord Shs (MURA) | 0.0 | $1.2M | 589k | 2.07 | |
| Traws Pharma Com New (TRAW) | 0.0 | $1.1M | 606k | 1.85 | |
| Alto Neuroscience Com Shs (ANRO) | 0.0 | $1.0M | 250k | 4.02 | |
| Lyell Immunopharma Com New (LYEL) | 0.0 | $840k | 52k | 16.24 | |
| Kezar Life Sciences Com New (KZR) | 0.0 | $752k | 193k | 3.90 | |
| Xeris Pharmaceuticals (XERS) | 0.0 | $655k | 80k | 8.14 | |
| Passage Bio Com New (PASG) | 0.0 | $474k | 59k | 8.03 | |
| Dih Hldg Us Cl A | 0.0 | $358k | 1.9M | 0.19 |
