OrbiMed Advisors as of March 31, 2011
Portfolio Holdings for OrbiMed Advisors
OrbiMed Advisors holds 105 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Genzyme Corporation | 7.2 | $217M | 2.8M | 76.16 | |
| Bristol Myers Squibb (BMY) | 5.2 | $156M | 5.9M | 26.43 | |
| Gilead Sciences (GILD) | 4.4 | $134M | 3.2M | 42.47 | |
| WellPoint | 4.2 | $127M | 1.8M | 69.79 | |
| Pfizer (PFE) | 4.2 | $126M | 6.2M | 20.31 | |
| Allergan | 3.7 | $111M | 1.6M | 71.02 | |
| Shire | 3.5 | $105M | 1.2M | 87.03 | |
| Merck & Co (MRK) | 2.7 | $83M | 2.5M | 33.01 | |
| Warner Chilcott Plc - | 2.4 | $72M | 3.1M | 23.26 | |
| BioMarin Pharmaceutical (BMRN) | 2.2 | $68M | 2.7M | 25.13 | |
| Express Scripts | 2.2 | $67M | 1.2M | 55.61 | |
| Hospira | 2.2 | $66M | 1.2M | 55.20 | |
| Complete Genomics | 2.1 | $64M | 4.2M | 15.44 | |
| UnitedHealth (UNH) | 2.1 | $63M | 1.4M | 45.20 | |
| Baxter International (BAX) | 2.0 | $60M | 1.1M | 53.77 | |
| Thermo Fisher Scientific (TMO) | 2.0 | $60M | 1.1M | 55.55 | |
| Illumina (ILMN) | 2.0 | $60M | 853k | 70.07 | |
| NxStage Medical | 2.0 | $59M | 2.7M | 21.98 | |
| Human Genome Sciences | 1.9 | $58M | 2.1M | 27.45 | |
| Watson Pharmaceuticals | 1.7 | $51M | 908k | 56.01 | |
| Dendreon Corporation | 1.7 | $51M | 1.4M | 37.43 | |
| Amarin Corporation | 1.6 | $48M | 6.5M | 7.30 | |
| Humana (HUM) | 1.6 | $47M | 671k | 69.94 | |
| Incyte Corporation (INCY) | 1.5 | $46M | 2.9M | 15.85 | |
| Medtronic | 1.5 | $45M | 1.2M | 39.35 | |
| CIGNA Corporation | 1.4 | $44M | 990k | 44.28 | |
| Life Technologies | 1.3 | $40M | 762k | 52.42 | |
| Perrigo Company | 1.3 | $38M | 483k | 79.52 | |
| NPS Pharmaceuticals | 1.2 | $37M | 3.9M | 9.58 | |
| Johnson & Johnson (JNJ) | 1.1 | $34M | 581k | 59.25 | |
| Pharmasset | 1.1 | $35M | 438k | 78.71 | |
| Pharmacyclics | 1.0 | $31M | 5.3M | 5.89 | |
| Allos Therapeutics | 1.0 | $30M | 9.6M | 3.16 | |
| Insulet Corporation (PODD) | 1.0 | $30M | 1.5M | 20.62 | |
| Celgene Corporation | 0.9 | $28M | 490k | 57.58 | |
| Given Imaging | 0.9 | $27M | 1.4M | 19.71 | |
| Zimmer Holdings (ZBH) | 0.9 | $26M | 436k | 60.53 | |
| McKesson Corporation (MCK) | 0.8 | $24M | 307k | 79.05 | |
| Aetna | 0.8 | $24M | 639k | 37.43 | |
| Anthera Pharmaceuticals | 0.8 | $23M | 3.4M | 6.75 | |
| Stryker Corporation (SYK) | 0.8 | $23M | 377k | 60.80 | |
| K-V Pharmaceutical Company | 0.8 | $23M | 3.8M | 5.99 | |
| 3SBio (SSRX) | 0.7 | $22M | 1.3M | 17.29 | |
| MAP Pharmaceuticals | 0.7 | $21M | 1.5M | 13.79 | |
| Align Technology (ALGN) | 0.7 | $21M | 1.0M | 20.48 | |
| Pacira Pharmaceuticals (PCRX) | 0.7 | $20M | 2.8M | 7.10 | |
| Amgen (AMGN) | 0.7 | $20M | 366k | 53.45 | |
| Abbott Laboratories (ABT) | 0.6 | $18M | 371k | 49.05 | |
| Cardinal Health (CAH) | 0.6 | $18M | 432k | 41.13 | |
| Alexion Pharmaceuticals | 0.5 | $16M | 161k | 98.67 | |
| OraSure Technologies (OSUR) | 0.5 | $14M | 1.8M | 7.86 | |
| Affymetrix Inc note 3.500% 1/1 | 0.5 | $14M | 2.6M | 5.21 | |
| Biogen Idec (BIIB) | 0.4 | $13M | 180k | 73.47 | |
| ArQule | 0.4 | $13M | 1.9M | 7.14 | |
| Boston Scientific Corporation (BSX) | 0.4 | $12M | 1.7M | 7.19 | |
| Forest Laboratories | 0.4 | $12M | 378k | 32.30 | |
| Antares Pharma | 0.4 | $12M | 6.4M | 1.80 | |
| InterMune | 0.3 | $11M | 224k | 47.19 | |
| EXACT Sciences Corporation (EXAS) | 0.3 | $11M | 1.4M | 7.34 | |
| Volcano Corporation | 0.3 | $8.9M | 348k | 25.60 | |
| Inhibitex | 0.3 | $9.0M | 2.5M | 3.62 | |
| CareFusion Corporation | 0.3 | $8.9M | 315k | 28.20 | |
| Incyte Corp note 4.750%10/0 | 0.3 | $7.7M | 7.7M | 1.00 | |
| Pharmasset Inc cmn | 0.3 | $7.9M | 100k | 78.71 | |
| CUBIST PHARM CONVERTIBLE security | 0.2 | $7.6M | 3.2M | 2.41 | |
| Teva Pharmaceutical Industries (TEVA) | 0.2 | $7.2M | 144k | 50.17 | |
| Cubist Pharmaceuticals | 0.2 | $6.9M | 274k | 25.24 | |
| Valeant Pharmaceuticals Int | 0.2 | $6.9M | 138k | 49.81 | |
| Covidien | 0.2 | $6.8M | 130k | 51.94 | |
| Hca Holdings (HCA) | 0.2 | $6.8M | 200k | 33.87 | |
| Anadys Pharmaceuticals (ANDS) | 0.2 | $6.2M | 5.4M | 1.16 | |
| United Therapeutics Corporation (UTHR) | 0.2 | $5.9M | 89k | 67.02 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $5.6M | 125k | 44.78 | |
| Quest Diagnostics Incorporated (DGX) | 0.2 | $5.8M | 100k | 57.72 | |
| Hologic (HOLX) | 0.2 | $5.6M | 250k | 22.20 | |
| DaVita (DVA) | 0.2 | $5.6M | 65k | 85.51 | |
| AVEO Pharmaceuticals | 0.2 | $5.4M | 405k | 13.32 | |
| Athersys | 0.2 | $5.1M | 1.8M | 2.84 | |
| Syneron Medical Ltd ord | 0.2 | $4.8M | 364k | 13.04 | |
| D Fluidigm Corp Del (LAB) | 0.1 | $4.6M | 323k | 14.31 | |
| Medco Health Solutions | 0.1 | $4.1M | 73k | 56.16 | |
| Edwards Lifesciences (EW) | 0.1 | $4.3M | 49k | 87.02 | |
| Sequenom Inc option | 0.1 | $3.8M | 600k | 6.34 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $3.5M | 77k | 44.94 | |
| Ariad Pharmaceuticals | 0.1 | $3.4M | 449k | 7.52 | |
| Onyx Pharmaceuticals | 0.1 | $2.8M | 80k | 35.17 | |
| Amylin Pharmaceuticals | 0.1 | $2.8M | 250k | 11.37 | |
| Covance | 0.1 | $2.6M | 48k | 54.73 | |
| Achillion Pharmaceuticals | 0.1 | $2.8M | 397k | 7.15 | |
| Cephalon | 0.1 | $2.3M | 30k | 76.07 | |
| Sequenom | 0.1 | $2.5M | 400k | 6.34 | |
| Cynosure | 0.1 | $2.5M | 180k | 13.89 | |
| Uroplasty | 0.1 | $2.5M | 380k | 6.61 | |
| Pacific Biosciences of California (PACB) | 0.1 | $2.2M | 160k | 14.05 | |
| Medivation | 0.1 | $1.4M | 75k | 18.64 | |
| Cytokinetics | 0.1 | $1.6M | 1.1M | 1.49 | |
| Solta Medical | 0.1 | $1.6M | 493k | 3.30 | |
| Volcano Corporation note 2.875% 9/0 | 0.1 | $1.5M | 1.5M | 1.00 | |
| Pharmacyclics Inc Cmn Stock cmn | 0.1 | $1.5M | 250k | 5.89 | |
| Ym Biosciences | 0.0 | $1.1M | 434k | 2.64 | |
| Orexigen Therapeutics | 0.0 | $852k | 300k | 2.84 | |
| Idenix Pharmaceuticals | 0.0 | $959k | 289k | 3.32 | |
| Dendreon Corp cnv | 0.0 | $1.0M | 1.0M | 1.00 | |
| Watson Pharmaceuticals Inc option | 0.0 | $140k | 250k | 0.56 | |
| Ligand Pharmaceuticals In (LGND) | 0.0 | $13k | 13k | 1.01 |
