Q4 2023 · 13F-HR
ORBIMED ADVISORS LLCholdings as filed
Filed 2024-02-14 · accession 0001172661-24-001461
$5.01B
Reported value
110
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| P8696W104 | SVA | SINOVAC BIOTECH LTD | $340.0M | 6.79% | 2,718,735 | Common | NONE |
| 09062X103 | BIIB | BIOGEN INC | $214.2M | 4.28% | 827,600 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $213.0M | 4.25% | 365,400 | Common | NONE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $191.2M | 3.82% | 3,306,800 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $168.3M | 3.36% | 499,000 | Common | NONE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $159.4M | 3.18% | 14,567,176 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $151.5M | 3.03% | 1,571,410 | Common | NONE |
| 75525N107 | — | RAYZEBIO INC | $147.0M | 2.94% | 2,365,213 | Common | SOLE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $124.5M | 2.49% | 8,998,338 | Common | SOLE |
| 85205L107 | SWTXUSD | SPRINGWORKS THERAPEUTICS INC | $117.5M | 2.35% | 3,219,359 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $115.0M | 2.30% | 1,055,000 | Common | NONE |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $104.5M | 2.09% | 2,064,797 | Common | NONE |
| 254604101 | IRON | DISC MEDICINE INC | $98.3M | 1.96% | 1,702,237 | Common | SOLE |
| 38406L103 | — | GRACELL BIOTECHNOLOGIES INC | $93.5M | 1.87% | 9,308,726 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $92.5M | 1.85% | 1,224,400 | Common | NONE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $90.7M | 1.81% | 2,746,532 | Common | NONE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $84.9M | 1.70% | 386,100 | Common | NONE |
| 98420P308 | XTNT | XTANT MED HLDGS INC | $82.6M | 1.65% | 73,114,592 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $80.6M | 1.61% | 269,000 | Common | NONE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $79.8M | 1.59% | 4,245,000 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $76.3M | 1.52% | 143,800 | Common | NONE |
| 925050106 | VRNA | VERONA PHARMA PLC | $75.1M | 1.50% | 3,777,778 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $72.4M | 1.45% | 1,153,091 | Common | NONE |
| 88369M101 | — | THESEUS PHARMACEUTICALS INC | $71.7M | 1.43% | 17,713,600 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $71.3M | 1.42% | 175,200 | Common | NONE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $68.4M | 1.37% | 519,279 | Common | NONE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $67.3M | 1.34% | 697,500 | Common | NONE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $66.7M | 1.33% | 141,500 | Common | NONE |
| 88427A107 | — | THIRD HARMONIC BIO INC | $63.4M | 1.27% | 5,779,071 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $59.8M | 1.19% | 954,481 | Common | NONE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $59.3M | 1.18% | 1,667,360 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $55.2M | 1.10% | 922,200 | Common | NONE |
| 77634L105 | RCM1USD | R1 RCM INC | $50.8M | 1.01% | 4,803,200 | Common | NONE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $50.6M | 1.01% | 9,240,887 | Common | SOLE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $50.4M | 1.01% | 1,268,734 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $50.3M | 1.00% | 109,900 | Common | NONE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $49.4M | 0.99% | 7,619,135 | Common | SOLE |
| 02083G100 | NVLSEUR | ALPINE IMMUNE SCIENCES INC | $48.3M | 0.97% | 2,535,245 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $48.1M | 0.96% | 2,292,531 | Common | NONE |
| 74065P101 | PRLD | PRELUDE THERAPEUTICS INC | $46.6M | 0.93% | 10,909,256 | Common | SOLE |
| 00166B105 | ALXO | ALX ONCOLOGY HLDGS INC | $46.1M | 0.92% | 3,095,000 | Common | NONE |
| 641288105 | NPCE | NEUROPACE INC | $41.3M | 0.82% | 4,003,967 | Common | SOLE |
| 462260100 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $38.3M | 0.76% | 4,707,458 | Common | NONE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $37.8M | 0.75% | 1,749,000 | Common | NONE |
| G4705A100 | ICLR | ICON PLC | $37.4M | 0.75% | 132,200 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $36.9M | 0.74% | 70,000 | Common | NONE |
| 000000000 | — | PRELUDE THERAPEUTICS INC | $36.8M | 0.73% | 12,048,773 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $36.7M | 0.73% | 127,300 | Common | NONE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $35.7M | 0.71% | 1,277,901 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $35.6M | 0.71% | 3,317,927 | Common | SOLE |
| 20454B104 | CMPX | COMPASS THERAPEUTICS INC | $34.9M | 0.70% | 22,362,850 | Common | SOLE |
| 810648105 | SCPH | SCPHARMACEUTICALS INC | $34.9M | 0.70% | 5,559,528 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $32.2M | 0.64% | 84,600 | Common | NONE |
| 36118A100 | — | FUSION PHARMACEUTICALS INC | $30.0M | 0.60% | 3,122,770 | Common | SOLE |
| 00445A100 | — | ACELYRIN INC | $29.9M | 0.60% | 4,001,711 | Common | SOLE |
| 640979100 | NMRA | NEUMORA THERAPEUTICS INC. | $25.6M | 0.51% | 1,500,000 | Common | NONE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $25.3M | 0.51% | 550,000 | Common | NONE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $24.7M | 0.49% | 536,642 | Common | NONE |
| 760273102 | RPTX | REPARE THERAPEUTICS INC | $24.3M | 0.48% | 3,322,488 | Common | SOLE |
| 00288U106 | ABCL | ABCELLERA BIOLOGICS INC | $23.9M | 0.48% | 4,180,768 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $23.3M | 0.47% | 1,518,115 | Common | NONE |
| 69353Y103 | PMVP | PMV PHARMACEUTICALS INC | $20.1M | 0.40% | 6,475,291 | Common | SOLE |
| 49705R105 | KNTEUSD | KINNATE BIOPHARMA INC | $19.0M | 0.38% | 8,009,729 | Common | SOLE |
| 872381108 | TELA | TELA BIO INC | $18.8M | 0.37% | 2,835,542 | Common | SOLE |
| 008064107 | — | AEROVATE THERAPEUTICS INC | $17.1M | 0.34% | 756,930 | Common | NONE |
| 00534A102 | IVVD | INVIVYD INC | $16.3M | 0.32% | 4,127,565 | Common | SOLE |
| N44445109 | IMTX | IMMATICS N.V | $16.3M | 0.32% | 1,543,407 | Common | NONE |
| 007002108 | TORCEUR | ADICET BIO INC | $15.7M | 0.31% | 8,322,140 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $15.2M | 0.30% | 79,400 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $14.4M | 0.29% | 500,000 | CALL | NONE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $12.9M | 0.26% | 103,700 | Common | NONE |
| 92337C203 | VSTM | VERASTEM INC | $12.4M | 0.25% | 1,529,115 | Common | SOLE |
| 221015100 | CRVS | CORVUS PHARMACEUTICALS INC | $12.2M | 0.24% | 6,943,654 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $11.9M | 0.24% | 13,500 | Common | NONE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $11.4M | 0.23% | 806,000 | Common | NONE |
| 702712100 | — | PASSAGE BIO INC | $10.2M | 0.20% | 10,124,576 | Common | SOLE |
| 427746102 | HRTX | HERON THERAPEUTICS INC | $10.1M | 0.20% | 5,928,591 | Common | NONE |
| 04280A100 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $9.8M | 0.20% | 319,651 | Common | NONE |
| N90064101 | QURE | UNIQURE NV | $9.1M | 0.18% | 1,347,900 | Common | NONE |
| 252131107 | DXCM | DEXCOM INC | $9.1M | 0.18% | 73,200 | Common | NONE |
| G0411D107 | APLM | APOLLOMICS INC | $8.3M | 0.17% | 8,565,456 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $8.1M | 0.16% | 100,000 | Common | NONE |
| 61775R105 | MORFUSD | MORPHIC HLDG INC | $7.9M | 0.16% | 273,400 | Common | NONE |
| 90042W100 | — | TURNSTONE BIOLOGICS CORP | $7.9M | 0.16% | 3,099,265 | Common | SOLE |
| 75382E109 | — | RAPT THERAPEUTICS INC | $7.0M | 0.14% | 281,413 | Common | NONE |
| 45175G108 | — | IKENA ONCOLOGY INC | $7.0M | 0.14% | 3,539,358 | Common | SOLE |
| 45779A846 | NSPR | INSPIREMD INC | $6.0M | 0.12% | 2,133,405 | Common | SOLE |
| 98420X103 | ASNSUSD | X4 PHARMACEUTICALS INC | $6.0M | 0.12% | 7,133,515 | Common | SOLE |
| 230031106 | CGEM | CULLINAN ONCOLOGY INC | $5.6M | 0.11% | 544,848 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $4.8M | 0.10% | 522,968 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $4.2M | 0.08% | 30,300 | Common | NONE |
| 641871108 | — | AMBRX BIOPHARMA INC | $4.2M | 0.08% | 296,000 | Common | NONE |
| 65343E108 | NXTCEUR | NEXTCURE INC | $3.1M | 0.06% | 2,711,013 | Common | SOLE |
| 15117B202 | CLDX | CELLDEX THERAPEUTICS INC NEW | $2.3M | 0.05% | 58,800 | Common | NONE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $2.2M | 0.04% | 117,000 | Common | NONE |
| 88025U109 | TXG | 10X GENOMICS INC | $2.2M | 0.04% | 39,800 | Common | NONE |
| 31189P102 | FATE | FATE THERAPEUTICS INC | $2.0M | 0.04% | 528,080 | Common | NONE |
| 49372L100 | — | KEZAR LIFE SCIENCES INC | $1.8M | 0.04% | 1,927,000 | Common | NONE |
| 097702104 | BOLT1EUR | BOLT BIOTHERAPEUTICS INC | $1.7M | 0.03% | 1,541,000 | Common | SOLE |
| G9845F109 | LSBCF | YS BIOPHARMA CO LTD | $1.7M | 0.03% | 3,236,311 | Common | NONE |
| 92673K108 | VIGL | VIGIL NEUROSCIENCE INC | $1.5M | 0.03% | 448,891 | Common | SOLE |
| 09090D103 | — | BIOMX INC | $1.3M | 0.03% | 4,517,589 | Common | SOLE |
| 16385C104 | — | CHEMOMAB THERAPEUTICS LTD | $1.1M | 0.02% | 2,241,274 | Common | SOLE |
| 374163103 | GERN | GERON CORP | $1.0M | 0.02% | 485,000 | Common | NONE |
| 92764N102 | VIR | VIR BIOTECHNOLOGY INC | $1.0M | 0.02% | 101,000 | Common | NONE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $1.0M | 0.02% | 45,000 | Common | NONE |
| 38942Q202 | CALC | CALCIMEDICA INC | $850,507 | 0.02% | 297,380 | Common | SOLE |
| 28623U101 | — | ELEVATION ONCOLOGY INC | $805,500 | 0.02% | 1,500,000 | Common | SOLE |
| 005111109 | AFIB | ACUTUS MED INC | $534,709 | 0.01% | 2,648,386 | Common | SOLE |
| 82933R100 | — | SINGULAR GENOMICS SYSTEMS IN | $248,775 | 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.