Orbimed Advisors as of Dec. 31, 2025
Portfolio Holdings for Orbimed Advisors
Orbimed Advisors holds 105 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Edgewise Therapeutics (EWTX) | 7.8 | $385M | 16M | 24.82 | |
| Eli Lilly & Co. (LLY) | 6.6 | $324M | 301k | 1074.68 | |
| Boston Scientific Corporation (BSX) | 4.7 | $231M | 2.4M | 95.35 | |
| Sinovac Biotech SHS | 3.7 | $185M | 2.7M | 67.85 | |
| Edwards Lifesciences (EW) | 3.5 | $170M | 2.0M | 85.25 | |
| Upstream Bio (UPB) | 3.1 | $155M | 5.7M | 27.15 | |
| Intuitive Surgical Com New (ISRG) | 3.0 | $149M | 263k | 566.36 | |
| Sionna Therapeutics (SION) | 3.0 | $147M | 3.6M | 41.14 | |
| Mbx Biosciences (MBX) | 2.5 | $124M | 3.9M | 31.54 | |
| Argenx Se Sponsored Adr (ARGX) | 2.5 | $123M | 146k | 840.95 | |
| Enliven Therapeutics (ELVN) | 2.5 | $123M | 8.0M | 15.40 | |
| Alnylam Pharmaceuticals (ALNY) | 2.3 | $115M | 289k | 397.65 | |
| Stryker Corporation (SYK) | 2.3 | $114M | 325k | 351.47 | |
| Silverback Therapeutics (SPRY) | 2.0 | $97M | 8.3M | 11.65 | |
| Terns Pharmaceuticals (TERN) | 1.8 | $87M | 2.2M | 40.40 | |
| Disc Medicine (IRON) | 1.7 | $85M | 1.1M | 79.41 | |
| Caris Life Sciences (CAI) | 1.7 | $84M | 3.1M | 26.98 | |
| Natera (NTRA) | 1.7 | $84M | 366k | 229.09 | |
| Compass Therapeutics (CMPX) | 1.7 | $82M | 15M | 5.37 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 1.6 | $81M | 1.2M | 69.55 | |
| Danaher Corporation (DHR) | 1.4 | $69M | 300k | 228.92 | |
| Cg Oncology (CGON) | 1.3 | $63M | 1.5M | 41.52 | |
| Apellis Pharmaceuticals (APLS) | 1.2 | $61M | 2.4M | 25.12 | |
| Arrivent Biopharma (AVBP) | 1.2 | $61M | 3.0M | 20.12 | |
| Cigna Corp (CI) | 1.1 | $56M | 205k | 275.23 | |
| Rapt Therapeutics Com New (RAPT) | 1.1 | $56M | 1.6M | 33.87 | |
| Corvus Pharmaceuticals (CRVS) | 1.1 | $55M | 7.2M | 7.70 | |
| United Therapeutics Corporation (UTHR) | 1.0 | $51M | 105k | 487.25 | |
| Abivax Sa Sponsored Ads (ABVX) | 1.0 | $50M | 368k | 134.85 | |
| Roivant Sciences SHS (ROIV) | 1.0 | $48M | 2.2M | 21.70 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.9 | $47M | 999k | 46.55 | |
| Axsome Therapeutics (AXSM) | 0.9 | $46M | 253k | 182.64 | |
| Eyepoint Com New (EYPT) | 0.9 | $45M | 2.5M | 18.27 | |
| Avidity Biosciences Ord (RNA) | 0.9 | $45M | 620k | 72.13 | |
| Neurocrine Biosciences (NBIX) | 0.9 | $45M | 314k | 141.83 | |
| Dyne Therapeutics (DYN) | 0.9 | $43M | 2.2M | 19.56 | |
| Imagenebio Nonvoting | 0.9 | $43M | 6.2M | 6.90 | |
| Bristol Myers Squibb (BMY) | 0.8 | $42M | 775k | 53.94 | |
| Pfizer (PFE) | 0.8 | $41M | 1.7M | 24.90 | |
| Trevi Therapeutics (TRVI) | 0.8 | $40M | 3.2M | 12.52 | |
| Neuropace (NPCE) | 0.8 | $37M | 2.4M | 15.44 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.7 | $37M | 172k | 213.24 | |
| EXACT Sciences Corporation (EXAS) | 0.7 | $36M | 352k | 101.56 | |
| Mineralys Therapeutics (MLYS) | 0.7 | $36M | 980k | 36.29 | |
| Anthem (ELV) | 0.7 | $35M | 99k | 350.55 | |
| Forte Biosciences Com New (FBRX) | 0.7 | $33M | 1.2M | 27.27 | |
| Prelude Therapeutics (PRLD) | 0.6 | $32M | 11M | 2.90 | |
| Cybin Com New (HELP) | 0.6 | $31M | 3.8M | 8.18 | |
| Oric Pharmaceuticals (ORIC) | 0.6 | $30M | 3.6M | 8.18 | |
| Krystal Biotech (KRYS) | 0.6 | $30M | 120k | 246.54 | |
| Praxis Precision Medicines I Com New (PRAX) | 0.6 | $28M | 95k | 294.74 | |
| Janux Therapeutics (JANX) | 0.5 | $27M | 2.0M | 13.80 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $27M | 47k | 579.45 | |
| Bruker Corporation (BRKR) | 0.5 | $26M | 556k | 47.11 | |
| Rhythm Pharmaceuticals (RYTM) | 0.5 | $26M | 240k | 107.04 | |
| Shattuck Labs (STTK) | 0.5 | $23M | 6.3M | 3.65 | |
| Esperion Therapeutics (ESPR) | 0.4 | $22M | 6.0M | 3.70 | |
| Avalo Therapeutics Com New (AVTX) | 0.4 | $22M | 1.2M | 18.16 | |
| Lexeo Therapeutics (LXEO) | 0.4 | $21M | 2.1M | 9.93 | |
| Adc Therapeutics Sa SHS (ADCT) | 0.4 | $21M | 5.8M | 3.53 | |
| Urogen Pharma (URGN) | 0.4 | $21M | 876k | 23.42 | |
| Xenon Pharmaceuticals (XENE) | 0.4 | $20M | 447k | 44.82 | |
| Brightspring Health Svcs (BTSG) | 0.4 | $18M | 489k | 37.45 | |
| Vera Therapeutics Cl A (VERA) | 0.4 | $18M | 354k | 50.64 | |
| Uniqure Nv SHS (QURE) | 0.4 | $18M | 737k | 23.93 | |
| Mind Medicine Mindmed Com New (MNMD) | 0.3 | $16M | 1.2M | 13.39 | |
| Keros Therapeutics (KROS) | 0.3 | $16M | 804k | 20.36 | |
| Carlsmed (CARL) | 0.3 | $16M | 1.3M | 12.35 | |
| Cytomx Therapeutics (CTMX) | 0.3 | $15M | 3.5M | 4.26 | |
| Vir Biotechnology (VIR) | 0.3 | $14M | 2.4M | 6.03 | |
| BioCryst Pharmaceuticals (BCRX) | 0.3 | $14M | 1.7M | 7.80 | |
| Cogent Biosciences (COGT) | 0.3 | $13M | 371k | 35.52 | |
| Corbus Pharmaceuticals Hldgs Com New (CRBP) | 0.3 | $13M | 1.6M | 8.14 | |
| Tarsus Pharmaceuticals (TARS) | 0.3 | $13M | 154k | 81.88 | |
| Relmada Therapeutics (RLMD) | 0.3 | $13M | 2.6M | 4.83 | |
| Tectonic Therapeutic (TECX) | 0.2 | $12M | 575k | 20.86 | |
| Alumis (ALMS) | 0.2 | $11M | 1.1M | 9.76 | |
| Bioage Labs (BIOA) | 0.2 | $11M | 791k | 13.23 | |
| Amicus Therapeutics (FOLD) | 0.2 | $10M | 730k | 14.24 | |
| Aadi Bioscience (WHWK) | 0.2 | $10M | 4.2M | 2.42 | |
| Adicet Bio Com New (ACET) | 0.2 | $8.7M | 1.0M | 8.42 | |
| Repare Therapeutics Ord | 0.2 | $8.6M | 3.3M | 2.60 | |
| Celcuity (CELC) | 0.2 | $8.5M | 86k | 99.74 | |
| Jade Biosciences Com New (JBIO) | 0.2 | $8.2M | 531k | 15.43 | |
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.2 | $7.7M | 187k | 41.25 | |
| Q32 Bio (QTTB) | 0.2 | $7.5M | 2.3M | 3.32 | |
| Pmv Pharmaceuticals (PMVP) | 0.1 | $6.2M | 5.0M | 1.25 | |
| Kalvista Pharmaceuticals (KALV) | 0.1 | $6.2M | 382k | 16.15 | |
| Pharvaris N V (PHVS) | 0.1 | $5.7M | 205k | 27.75 | |
| Inspiremd (NSPR) | 0.1 | $5.6M | 3.1M | 1.78 | |
| Insmed Com Par $.01 (INSM) | 0.1 | $4.4M | 25k | 174.04 | |
| Palisade Bio (PALI) | 0.1 | $4.4M | 1.9M | 2.35 | |
| Bicara Therapeutics (BCAX) | 0.1 | $3.5M | 209k | 16.83 | |
| Cullinan Oncology (CGEM) | 0.1 | $2.8M | 270k | 10.35 | |
| C4 Therapeutics Com Stk (CCCC) | 0.1 | $2.7M | 1.4M | 1.91 | |
| Imagenebio (IMA) | 0.1 | $2.6M | 379k | 6.90 | |
| Alto Neuroscience Com Shs (ANRO) | 0.0 | $2.2M | 125k | 17.80 | |
| Revolution Medicines (RVMD) | 0.0 | $2.1M | 26k | 79.65 | |
| Vistagen Therapeutics Ord Call Option (VTGN) | 0.0 | $2.1M | 3.1M | 0.66 | |
| Ocular Therapeutix (OCUL) | 0.0 | $1.9M | 157k | 12.14 | |
| Protagonist Therapeutics (PTGX) | 0.0 | $1.9M | 22k | 87.34 | |
| Ptc Therapeutics I (PTCT) | 0.0 | $1.8M | 23k | 75.96 | |
| Cogent Biosciences Note 1.625%11/1 (Principal) | 0.0 | $1.2M | 1.0M | 1.17 | |
| Maplight Therapeutics (MPLT) | 0.0 | $952k | 56k | 17.00 | |
| Traws Pharma Com New (TRAW) | 0.0 | $684k | 606k | 1.13 |
