Q2 2023 · 13F-HR
ORBIMED ADVISORS LLCholdings as filed
Filed 2023-08-14 · accession 0001172661-23-003177
$5.52B
Reported value
126
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| P8696W104 | SVA | SINOVAC BIOTECH LTD | $340.0M | 6.16% | 2,718,735 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $212.2M | 3.84% | 620,500 | Common | NONE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $183.7M | 3.33% | 8,998,338 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $182.8M | 3.31% | 3,379,900 | Common | NONE |
| 88369M101 | — | THESEUS PHARMACEUTICALS INC | $160.8M | 2.91% | 17,233,668 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $158.6M | 2.87% | 556,800 | Common | NONE |
| 444859102 | HUM | HUMANA INC | $155.9M | 2.83% | 348,700 | Common | NONE |
| 071813109 | BAX | BAXTER INTL INC | $153.8M | 2.79% | 3,375,000 | Common | NONE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $140.0M | 2.54% | 1,615,210 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $117.3M | 2.12% | 244,000 | Common | NONE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $112.9M | 2.05% | 14,567,176 | Common | SOLE |
| 00445A100 | — | ACELYRIN INC | $111.3M | 2.02% | 5,326,302 | Common | SOLE |
| 85205L107 | SWTXUSD | SPRINGWORKS THERAPEUTICS INC | $109.6M | 1.99% | 4,178,588 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $100.8M | 1.83% | 2,269,637 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $95.2M | 1.72% | 1,488,000 | Common | NONE |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $89.0M | 1.61% | 2,169,500 | Common | NONE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $88.7M | 1.61% | 401,900 | Common | NONE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $87.7M | 1.59% | 2,895,632 | Common | NONE |
| H9060V101 | — | VECTIVBIO HLDG AG | $87.7M | 1.59% | 5,156,561 | Common | SOLE |
| 532457108 | LLY | LILLY ELI & CO | $87.2M | 1.58% | 186,000 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $84.9M | 1.54% | 162,800 | Common | NONE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $82.9M | 1.50% | 910,200 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $82.8M | 1.50% | 271,400 | Common | NONE |
| 925050106 | VRNA | VERONA PHARMA PLC | $79.9M | 1.45% | 3,777,778 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $78.2M | 1.42% | 960,500 | Common | NONE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $74.9M | 1.36% | 654,000 | Common | NONE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTICALS INC | $74.3M | 1.35% | 321,569 | Common | NONE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $71.2M | 1.29% | 3,950,796 | Common | SOLE |
| 20454B104 | CMPX | COMPASS THERAPEUTICS INC | $71.1M | 1.29% | 22,362,850 | Common | SOLE |
| 98420P308 | XTNT | XTANT MED HLDGS INC | $68.0M | 1.23% | 73,114,592 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $66.7M | 1.21% | 7,619,135 | Common | SOLE |
| 000000000 | — | PRELUDE THERAPEUTICS INC | $66.3M | 1.20% | 11,895,652 | Common | SOLE |
| 77634L105 | RCM1USD | R1 RCM INC | $63.5M | 1.15% | 3,441,000 | Common | NONE |
| 825704109 | SIBN | SI-BONE INC | $61.9M | 1.12% | 2,292,531 | Common | NONE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $60.9M | 1.10% | 1,514,734 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $58.6M | 1.06% | 8,740,887 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $58.2M | 1.05% | 165,400 | Common | NONE |
| 810648105 | SCPH | SCPHARMACEUTICALS INC | $56.7M | 1.03% | 5,559,528 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $53.0M | 0.96% | 2,530,240 | Common | NONE |
| 92243G108 | PCVX | VAXCYTE INC | $50.3M | 0.91% | 1,007,148 | Common | NONE |
| 74065P101 | PRLD | PRELUDE THERAPEUTICS INC | $49.1M | 0.89% | 10,909,256 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $48.6M | 0.88% | 515,000 | Common | NONE |
| 632307104 | NTRA | NATERA INC | $47.4M | 0.86% | 973,581 | Common | NONE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $46.1M | 0.84% | 489,000 | Common | NONE |
| 125523100 | CI | THE CIGNA GROUP | $45.2M | 0.82% | 161,000 | Common | NONE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $42.2M | 0.76% | 1,096,000 | Common | NONE |
| 02083G100 | NVLSEUR | ALPINE IMMUNE SCIENCES INC | $42.0M | 0.76% | 4,081,592 | Common | SOLE |
| 69353Y103 | PMVP | PMV PHARMACEUTICALS INC | $41.1M | 0.74% | 6,563,077 | Common | SOLE |
| 98956P102 | ZBH | ZIMMER BIOMET HOLDINGS INC | $35.7M | 0.65% | 245,000 | Common | NONE |
| 760273102 | RPTX | REPARE THERAPEUTICS INC | $35.2M | 0.64% | 3,322,488 | Common | SOLE |
| 38406L103 | — | GRACELL BIOTECHNOLOGIES INC | $34.4M | 0.62% | 9,033,726 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $33.7M | 0.61% | 2,836,386 | Common | SOLE |
| 462260100 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $33.1M | 0.60% | 4,707,458 | Common | NONE |
| 60468T105 | MRTXEUR | MIRATI THERAPEUTICS INC | $33.0M | 0.60% | 913,650 | Common | NONE |
| G46188101 | HZNPN | HORIZON THERAPEUTICS PUB L | $32.5M | 0.59% | 316,400 | Common | NONE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $32.5M | 0.59% | 2,118,100 | Common | NONE |
| 872381108 | TELA | TELA BIO INC | $28.7M | 0.52% | 2,835,542 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $28.3M | 0.51% | 127,300 | Common | NONE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $28.2M | 0.51% | 1,756,800 | Common | NONE |
| 88427A107 | — | THIRD HARMONIC BIO INC | $27.8M | 0.50% | 5,779,071 | Common | SOLE |
| 00288U106 | ABCL | ABCELLERA BIOLOGICS INC | $27.0M | 0.49% | 4,180,768 | Common | SOLE |
| 49705R105 | KNTEUSD | KINNATE BIOPHARMA INC | $24.3M | 0.44% | 8,009,729 | Common | SOLE |
| 901384107 | TSVT* | 2SEVENTY BIO INC | $24.2M | 0.44% | 2,391,628 | Common | NONE |
| 59045L106 | — | MERSANA THERAPEUTICS INC | $23.7M | 0.43% | 7,214,937 | Common | NONE |
| N90064101 | QURE | UNIQURE NV | $23.7M | 0.43% | 2,064,455 | Common | NONE |
| 75382E109 | — | RAPT THERAPEUTICS INC | $23.4M | 0.42% | 1,251,070 | Common | NONE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $23.3M | 0.42% | 1,856,400 | Common | NONE |
| 00166B105 | ALXO | ALX ONCOLOGY HLDGS INC | $21.6M | 0.39% | 2,871,000 | Common | NONE |
| 45175G108 | — | IKENA ONCOLOGY INC | $20.9M | 0.38% | 3,186,166 | Common | SOLE |
| 007002108 | TORCEUR | ADICET BIO INC | $20.2M | 0.37% | 8,322,140 | Common | SOLE |
| 24343R106 | — | DECIBEL THERAPEUTICS INC | $19.0M | 0.34% | 4,945,192 | Common | SOLE |
| 03969K108 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | $18.2M | 0.33% | 1,914,479 | Common | SOLE |
| 641288105 | NPCE | NEUROPACE INC | $18.0M | 0.33% | 4,012,281 | Common | SOLE |
| 92332V107 | VTYXUSD | VENTYX BIOSCIENCES INC | $17.7M | 0.32% | 540,984 | Common | NONE |
| 221015100 | CRVS | CORVUS PHARMACEUTICALS INC | $15.9M | 0.29% | 6,943,654 | Common | SOLE |
| 36118A100 | — | FUSION PHARMACEUTICALS INC | $14.6M | 0.26% | 3,122,770 | Common | SOLE |
| 98420X103 | ASNSUSD | X4 PHARMACEUTICALS INC | $13.8M | 0.25% | 7,133,515 | Common | SOLE |
| 071813109 | BAX | BAXTER INTL INC | $13.7M | 0.25% | 300,000 | CALL | NONE |
| 49372L100 | — | KEZAR LIFE SCIENCES INC | $13.4M | 0.24% | 5,463,000 | Common | NONE |
| 008064107 | — | AEROVATE THERAPEUTICS INC | $13.0M | 0.24% | 756,930 | Common | NONE |
| 04016X101 | ARGX | ARGENX SE | $12.7M | 0.23% | 32,600 | Common | NONE |
| 61775R105 | MORFUSD | MORPHIC HLDG INC | $12.0M | 0.22% | 208,500 | Common | NONE |
| 92337C203 | VSTM | VERASTEM INC | $11.4M | 0.21% | 1,529,115 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $11.2M | 0.20% | 25,000 | CALL | NONE |
| N44445109 | IMTX | IMMATICS N.V | $11.2M | 0.20% | 966,829 | Common | NONE |
| 38246G108 | GDRX | GOODRX HLDGS INC | $9.9M | 0.18% | 1,788,600 | Common | NONE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $9.7M | 0.18% | 13,500 | Common | NONE |
| 36322Q107 | GLTOUSD | GALECTO INC | $9.7M | 0.18% | 3,834,237 | Common | SOLE |
| 702712100 | — | PASSAGE BIO INC | $9.5M | 0.17% | 10,124,576 | Common | SOLE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $9.3M | 0.17% | 199,500 | Common | NONE |
| 10806XAD4 | BBIO 2.25 02/01/29 | BRIDGEBIO PHARMA INC | $9.3M | 0.17% | 15,000,000 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $9.1M | 0.16% | 1,168,468 | Common | SOLE |
| G3855L106 | GHRS | GH RESEARCH PLC | $8.7M | 0.16% | 736,315 | Common | NONE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $8.1M | 0.15% | 100,000 | CALL | NONE |
| 375558103 | GILD | GILEAD SCIENCES INC | $7.7M | 0.14% | 100,000 | Common | NONE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $6.0M | 0.11% | 117,000 | Common | SOLE |
| G9845F109 | LSBCF | YS BIOPHARMA CO LTD | $5.9M | 0.11% | 4,298,465 | Common | NONE |
| 230031106 | CGEM | CULLINAN ONCOLOGY INC | $5.9M | 0.11% | 544,848 | Common | SOLE |
| 232109108 | CUTREUR | CUTERA INC | $5.9M | 0.11% | 387,100 | Common | NONE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $5.5M | 0.10% | 735,645 | Common | SOLE |
| 00534A102 | IVVD | INVIVYD INC | $5.5M | 0.10% | 5,270,400 | Common | SOLE |
| G46188101 | HZNPN | HORIZON THERAPEUTICS PUB L | $5.1M | 0.09% | 50,000 | PUT | NONE |
| 65343E108 | NXTCEUR | NEXTCURE INC | $4.9M | 0.09% | 2,711,013 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $4.7M | 0.09% | 151,400 | Common | NONE |
| 45779A846 | NSPR | INSPIREMD INC | $4.7M | 0.08% | 1,860,405 | Common | SOLE |
| 92673K108 | VIGL | VIGIL NEUROSCIENCE INC | $4.2M | 0.08% | 448,891 | Common | SOLE |
| 04280A100 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $4.2M | 0.08% | 117,000 | Common | NONE |
| G0411D107 | APLM | APOLLOMICS INC | $3.8M | 0.07% | 662,561 | Common | SOLE |
| 09077B104 | BCABGBP | BIOATLA INC | $3.5M | 0.06% | 1,156,175 | Common | NONE |
| 16385C104 | — | CHEMOMAB THERAPEUTICS LTD | $2.9M | 0.05% | 2,241,274 | Common | SOLE |
| 87166L100 | — | SYNLOGIC INC | $2.6M | 0.05% | 6,029,995 | Common | SOLE |
| 761330109 | RVNCEUR | REVANCE THERAPEUTICS INC | $2.5M | 0.05% | 100,000 | Common | NONE |
| 29668H708 | EPIEUR | ESSA PHARMA INC | $2.5M | 0.05% | 921,940 | Common | NONE |
| 005111109 | AFIB | ACUTUS MED INC | $2.4M | 0.04% | 2,648,386 | Common | SOLE |
| 28623U101 | — | ELEVATION ONCOLOGY INC | $2.3M | 0.04% | 1,500,000 | Common | SOLE |
| 097702104 | BOLT1EUR | BOLT BIOTHERAPEUTICS INC | $2.0M | 0.04% | 1,541,000 | Common | SOLE |
| 74365U107 | TARA | PROTARA THERAPEUTICS INC | $1.8M | 0.03% | 772,584 | Common | NONE |
| 09090D103 | — | BIOMX INC | $1.6M | 0.03% | 4,553,489 | Common | SOLE |
| 38942Q202 | CALC | CALCIMEDICA INC | $1.2M | 0.02% | 297,380 | Common | SOLE |
| 88322Q108 | TGTX | TG THERAPEUTICS INC | $1.1M | 0.02% | 45,800 | CALL | NONE |
| 427746102 | HRTX | HERON THERAPEUTICS INC | $931,132 | 0.02% | 802,700 | Common | NONE |
| 59045L106 | — | MERSANA THERAPEUTICS INC | $822,500 | 0.01% | 250,000 | CALL | NONE |
| 82933R100 | — | SINGULAR GENOMICS SYSTEMS IN | $448,779 | 0.01% | 540,697 | Common | SOLE |
| 41358P106 | — | HARPOON THERAPEUTICS INC | $441,065 | 0.01% | 621,218 | Common | SOLE |
| 02155H200 | ALT | ALTIMMUNE INC | $353,000 | 0.01% | 100,000 | Common | NONE |
| 640268108 | NKTREUR | NEKTAR THERAPEUTICS | $296,228 | 0.01% | 515,000 | CALL | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.