Q3 2023 · 13F-HR
ORBIMED ADVISORS LLCholdings as filed
Filed 2023-11-14 · accession 0001172661-23-004019
$4.71B
Reported value
127
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| P8696W104 | SVA | SINOVAC BIOTECH LTD | $340.0M | 7.22% | 2,718,735 | Common | NONE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $174.6M | 3.71% | 3,306,800 | Common | NONE |
| 444859102 | HUM | HUMANA INC | $166.6M | 3.54% | 342,500 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $145.9M | 3.10% | 499,000 | Common | NONE |
| 09062X103 | BIIB | BIOGEN INC | $143.1M | 3.04% | 556,800 | Common | NONE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $142.9M | 3.04% | 1,615,210 | Common | NONE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $122.9M | 2.61% | 8,998,338 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $108.6M | 2.31% | 1,055,000 | Common | NONE |
| 254604101 | IRON | DISC MEDICINE INC | $106.6M | 2.27% | 2,269,637 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $99.9M | 2.12% | 186,000 | Common | NONE |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $98.4M | 2.09% | 2,169,500 | Common | NONE |
| 85205L107 | SWTXUSD | SPRINGWORKS THERAPEUTICS INC | $91.8M | 1.95% | 3,968,588 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $90.8M | 1.93% | 401,900 | Common | NONE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $86.1M | 1.83% | 2,896,074 | Common | SOLE |
| 60468T105 | MRTXEUR | MIRATI THERAPEUTICS INC | $85.3M | 1.81% | 1,959,050 | Common | NONE |
| 071813109 | BAX | BAXTER INTL INC | $84.5M | 1.80% | 2,239,900 | Common | NONE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $83.5M | 1.77% | 14,567,176 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $80.7M | 1.71% | 1,224,400 | Common | NONE |
| 98420P308 | XTNT | XTANT MED HLDGS INC | $80.4M | 1.71% | 73,114,592 | Common | SOLE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $78.8M | 1.67% | 2,895,632 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $73.5M | 1.56% | 269,000 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $72.8M | 1.55% | 143,800 | Common | NONE |
| G0411D107 | APLM | APOLLOMICS INC | $67.4M | 1.43% | 17,993,635 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $66.2M | 1.41% | 231,500 | Common | NONE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $64.1M | 1.36% | 529,200 | Common | NONE |
| 925050106 | VRNA | VERONA PHARMA PLC | $61.6M | 1.31% | 3,777,778 | Common | SOLE |
| 75525N107 | — | RAYZEBIO INC | $58.2M | 1.24% | 2,622,909 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $57.5M | 1.22% | 165,400 | Common | NONE |
| 00445A100 | — | ACELYRIN INC | $54.2M | 1.15% | 5,326,302 | Common | SOLE |
| 77634L105 | RCM1USD | R1 RCM INC | $51.9M | 1.10% | 3,441,000 | Common | NONE |
| 92243G108 | PCVX | VAXCYTE INC | $51.3M | 1.09% | 1,007,148 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $49.2M | 1.04% | 330,000 | Common | NONE |
| 825704109 | SIBN | SI-BONE INC | $48.7M | 1.03% | 2,292,531 | Common | NONE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $48.3M | 1.03% | 1,514,734 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $47.9M | 1.02% | 1,260,500 | Common | NONE |
| 88369M101 | — | THESEUS PHARMACEUTICALS INC | $47.6M | 1.01% | 17,713,600 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $46.8M | 0.99% | 415,900 | Common | NONE |
| 02083G100 | NVLSEUR | ALPINE IMMUNE SCIENCES INC | $46.7M | 0.99% | 4,081,592 | Common | SOLE |
| 000000000 | — | PRELUDE THERAPEUTICS INC | $45.1M | 0.96% | 12,048,773 | Common | SOLE |
| 20454B104 | CMPX | COMPASS THERAPEUTICS INC | $44.1M | 0.94% | 22,362,850 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $40.7M | 0.87% | 920,581 | Common | NONE |
| 69353Y103 | PMVP | PMV PHARMACEUTICALS INC | $40.3M | 0.86% | 6,563,077 | Common | SOLE |
| 760273102 | RPTX | REPARE THERAPEUTICS INC | $40.1M | 0.85% | 3,322,488 | Common | SOLE |
| 810648105 | SCPH | SCPHARMACEUTICALS INC | $39.6M | 0.84% | 5,559,528 | Common | SOLE |
| 641288105 | NPCE | NEUROPACE INC | $39.0M | 0.83% | 4,012,281 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $38.3M | 0.81% | 7,619,135 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTICALS INC | $37.0M | 0.79% | 253,309 | Common | NONE |
| 88427A107 | — | THIRD HARMONIC BIO INC | $36.9M | 0.78% | 5,779,071 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $35.3M | 0.75% | 70,000 | Common | NONE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $34.9M | 0.74% | 9,240,887 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $34.2M | 0.73% | 127,300 | Common | NONE |
| 74065P101 | PRLD | PRELUDE THERAPEUTICS INC | $33.7M | 0.72% | 10,909,256 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $33.4M | 0.71% | 3,317,927 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $32.8M | 0.70% | 958,793 | Common | NONE |
| G4705A100 | ICLR | ICON PLC | $32.6M | 0.69% | 132,200 | Common | NONE |
| G46188101 | HZNPN | HORIZON THERAPEUTICS PUB L | $30.8M | 0.65% | 266,400 | Common | NONE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $30.4M | 0.65% | 1,427,901 | Common | SOLE |
| 38406L103 | — | GRACELL BIOTECHNOLOGIES INC | $26.8M | 0.57% | 9,308,726 | Common | SOLE |
| 872381108 | TELA | TELA BIO INC | $22.7M | 0.48% | 2,835,542 | Common | SOLE |
| 462260100 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $21.4M | 0.45% | 4,707,458 | Common | NONE |
| 640979100 | NMRA | NEUMORA THERAPEUTICS INC. | $21.2M | 0.45% | 1,500,000 | Common | NONE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $20.8M | 0.44% | 1,518,115 | Common | NONE |
| 75382E109 | — | RAPT THERAPEUTICS INC | $20.7M | 0.44% | 1,244,945 | Common | NONE |
| 00288U106 | ABCL | ABCELLERA BIOLOGICS INC | $19.2M | 0.41% | 4,180,768 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $18.6M | 0.40% | 1,284,000 | Common | NONE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $17.7M | 0.38% | 350,000 | Common | NONE |
| 046353108 | AZNN | ASTRAZENECA PLC | $16.9M | 0.36% | 250,000 | CALL | NONE |
| 04016X101 | ARGX | ARGENX SE | $16.0M | 0.34% | 32,600 | Common | NONE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $14.4M | 0.31% | 2,033,789 | Common | NONE |
| N90064101 | QURE | UNIQURE NV | $13.9M | 0.29% | 2,064,455 | Common | NONE |
| 45175G108 | — | IKENA ONCOLOGY INC | $13.8M | 0.29% | 3,186,166 | Common | SOLE |
| 00166B105 | ALXO | ALX ONCOLOGY HLDGS INC | $13.8M | 0.29% | 2,871,000 | Common | NONE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $13.4M | 0.28% | 583,642 | Common | NONE |
| 92337C203 | VSTM | VERASTEM INC | $12.4M | 0.26% | 1,529,115 | Common | SOLE |
| 90042W100 | — | TURNSTONE BIOLOGICS CORP | $12.2M | 0.26% | 3,099,265 | Common | SOLE |
| N44445109 | IMTX | IMMATICS N.V | $12.2M | 0.26% | 1,050,200 | Common | SOLE |
| 92332V107 | VTYXUSD | VENTYX BIOSCIENCES INC | $11.8M | 0.25% | 340,384 | Common | NONE |
| 04280A100 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $11.7M | 0.25% | 433,651 | Common | NONE |
| 007002108 | TORCEUR | ADICET BIO INC | $11.4M | 0.24% | 8,322,140 | Common | SOLE |
| 49705R105 | KNTEUSD | KINNATE BIOPHARMA INC | $11.2M | 0.24% | 8,009,729 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $11.1M | 0.24% | 13,500 | Common | NONE |
| 81181C104 | — | SEAGEN INC | $10.6M | 0.23% | 50,000 | CALL | NONE |
| 008064107 | — | AEROVATE THERAPEUTICS INC | $10.3M | 0.22% | 756,930 | Common | NONE |
| 03969K108 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | $10.2M | 0.22% | 1,914,479 | Common | SOLE |
| 221015100 | CRVS | CORVUS PHARMACEUTICALS INC | $10.1M | 0.22% | 6,943,654 | Common | SOLE |
| 81181C104 | — | SEAGEN INC | $9.0M | 0.19% | 42,600 | Common | NONE |
| 38246G108 | GDRX | GOODRX HLDGS INC | $9.0M | 0.19% | 1,595,000 | Common | NONE |
| 00534A102 | IVVD | INVIVYD INC | $9.0M | 0.19% | 5,270,400 | Common | SOLE |
| 36118A100 | — | FUSION PHARMACEUTICALS INC | $8.1M | 0.17% | 3,122,770 | Common | SOLE |
| 98420X103 | ASNSUSD | X4 PHARMACEUTICALS INC | $7.8M | 0.17% | 7,133,515 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $7.5M | 0.16% | 100,000 | Common | NONE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $6.7M | 0.14% | 117,000 | Common | SOLE |
| 702712100 | — | PASSAGE BIO INC | $6.7M | 0.14% | 10,124,576 | Common | SOLE |
| 49372L100 | — | KEZAR LIFE SCIENCES INC | $6.5M | 0.14% | 5,463,000 | Common | NONE |
| 49177J102 | KVUE | KENVUE INC | $6.3M | 0.13% | 312,404 | Common | NONE |
| 45779A846 | NSPR | INSPIREMD INC | $6.1M | 0.13% | 1,860,405 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $5.4M | 0.11% | 893,668 | Common | SOLE |
| 49177J102 | KVUE | KENVUE INC | $5.0M | 0.11% | 250,000 | CALL | NONE |
| 230031106 | CGEM | CULLINAN ONCOLOGY INC | $4.9M | 0.10% | 544,848 | Common | SOLE |
| 61775R105 | MORFUSD | MORPHIC HLDG INC | $4.8M | 0.10% | 208,500 | Common | NONE |
| 252131107 | DXCM | DEXCOM INC | $4.7M | 0.10% | 50,000 | CALL | NONE |
| 60468T105 | MRTXEUR | MIRATI THERAPEUTICS INC | $4.4M | 0.09% | 100,000 | CALL | NONE |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $4.2M | 0.09% | 501,966 | Common | NONE |
| G9845F109 | LSBCF | YS BIOPHARMA CO LTD | $3.6M | 0.08% | 4,541,422 | Common | NONE |
| 232109108 | CUTREUR | CUTERA INC | $3.6M | 0.08% | 603,100 | Common | NONE |
| 65343E108 | NXTCEUR | NEXTCURE INC | $3.5M | 0.07% | 2,711,013 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $2.9M | 0.06% | 77,500 | CALL | NONE |
| 29668H708 | EPIEUR | ESSA PHARMA INC | $2.6M | 0.06% | 842,366 | Common | NONE |
| 92673K108 | VIGL | VIGIL NEUROSCIENCE INC | $2.4M | 0.05% | 448,891 | Common | SOLE |
| 48576A100 | — | KARUNA THERAPEUTICS INC | $2.4M | 0.05% | 14,000 | Common | NONE |
| 87918A105 | TDOC | TELADOC HEALTH INC | $2.0M | 0.04% | 110,000 | Common | NONE |
| 16385C104 | — | CHEMOMAB THERAPEUTICS LTD | $2.0M | 0.04% | 2,241,274 | Common | SOLE |
| 005111109 | AFIB | ACUTUS MED INC | $1.8M | 0.04% | 2,648,386 | Common | SOLE |
| 09077B104 | BCABGBP | BIOATLA INC | $1.7M | 0.04% | 1,009,279 | Common | NONE |
| 09090D103 | — | BIOMX INC | $1.6M | 0.03% | 4,553,489 | Common | SOLE |
| 097702104 | BOLT1EUR | BOLT BIOTHERAPEUTICS INC | $1.6M | 0.03% | 1,541,000 | Common | SOLE |
| N44445109 | IMTX | IMMATICS N.V | $1.4M | 0.03% | 125,000 | CALL | NONE |
| 74365U107 | TARA | PROTARA THERAPEUTICS INC | $1.3M | 0.03% | 772,584 | Common | NONE |
| 87166L209 | SYBX | SYNLOGIC INC | $1.1M | 0.02% | 401,998 | Common | SOLE |
| 28623U101 | — | ELEVATION ONCOLOGY INC | $993,900 | 0.02% | 1,500,000 | Common | SOLE |
| 427746102 | HRTX | HERON THERAPEUTICS INC | $826,781 | 0.02% | 802,700 | Common | NONE |
| 38942Q202 | CALC | CALCIMEDICA INC | $790,882 | 0.02% | 297,380 | Common | SOLE |
| 36322Q107 | GLTOUSD | GALECTO INC | $665,385 | 0.01% | 924,788 | Common | SOLE |
| 98401F105 | XNCR | XENCOR INC | $385,711 | 0.01% | 19,142 | Common | NONE |
| 02155H200 | ALT | ALTIMMUNE INC | $260,000 | 0.01% | 100,000 | Common | NONE |
| 41358P205 | HARPUSD | HARPOON THERAPEUTICS INC | $250,348 | 0.01% | 62,121 | Common | SOLE |
| 82933R100 | — | SINGULAR GENOMICS SYSTEMS IN | $206,006 | 0.00% | 540,697 | Common | SOLE |
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.