Q1 2024 · 13F-HR
ORBIMED ADVISORS LLCholdings as filed
Filed 2024-05-15 · accession 0001172661-24-002506
$5.46B
Reported value
114
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| P8696W104 | SVA | SINOVAC BIOTECH LTD | $340.0M | 6.23% | 2,718,735 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $280.7M | 5.14% | 360,800 | Common | NONE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $274.0M | 5.02% | 15,021,721 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $224.2M | 4.11% | 3,273,000 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $196.8M | 3.60% | 493,100 | Common | NONE |
| 09062X103 | BIIB | BIOGEN INC | $194.3M | 3.56% | 900,900 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $173.6M | 3.18% | 1,316,000 | Common | NONE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $161.0M | 2.95% | 4,275,553 | Common | SOLE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $158.3M | 2.90% | 8,998,338 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $123.3M | 2.26% | 1,173,300 | Common | NONE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $111.7M | 2.05% | 1,278,500 | Common | NONE |
| 02083G100 | NVLSEUR | ALPINE IMMUNE SCIENCES INC | $106.3M | 1.95% | 2,680,496 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $106.0M | 1.94% | 1,702,237 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $96.3M | 1.76% | 269,000 | Common | NONE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $94.4M | 1.73% | 9,240,887 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $90.3M | 1.65% | 697,500 | Common | NONE |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $87.3M | 1.60% | 2,013,033 | Common | NONE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $87.2M | 1.60% | 168,100 | Common | NONE |
| 98420P308 | XTNT | XTANT MED HLDGS INC | $85.5M | 1.57% | 73,114,592 | Common | SOLE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $85.4M | 1.56% | 2,605,615 | Common | NONE |
| 85205L107 | SWTXUSD | SPRINGWORKS THERAPEUTICS INC | $84.0M | 1.54% | 1,707,331 | Common | SOLE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $84.0M | 1.54% | 1,268,734 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $82.3M | 1.51% | 899,431 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $76.7M | 1.41% | 132,000 | Common | NONE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $76.3M | 1.40% | 1,297,800 | Common | NONE |
| 92243G108 | PCVX | VAXCYTE INC | $72.8M | 1.33% | 1,066,131 | Common | NONE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $64.8M | 1.19% | 1,385,000 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $63.5M | 1.16% | 3,574,632 | Common | NONE |
| 04016X101 | ARGX | ARGENX SE | $59.7M | 1.09% | 151,600 | Common | NONE |
| G4705A100 | ICLR | ICON PLC | $58.5M | 1.07% | 174,100 | Common | NONE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $58.4M | 1.07% | 423,100 | Common | NONE |
| 925050106 | VRNA | VERONA PHARMA PLC | $54.7M | 1.00% | 3,398,067 | Common | SOLE |
| 88427A107 | — | THIRD HARMONIC BIO INC | $54.6M | 1.00% | 5,779,071 | Common | SOLE |
| 04272N102 | AVBP | ARRIVENT BIOPHARMA INC | $54.1M | 0.99% | 3,027,328 | Common | SOLE |
| 641288105 | NPCE | NEUROPACE INC | $52.9M | 0.97% | 4,003,967 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $52.0M | 0.95% | 3,174,521 | Common | NONE |
| 74065P101 | PRLD | PRELUDE THERAPEUTICS INC | $51.7M | 0.95% | 10,909,256 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $51.3M | 0.94% | 122,700 | Common | NONE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $50.0M | 0.92% | 7,619,135 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $47.9M | 0.88% | 682,700 | Common | NONE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $47.8M | 0.87% | 718,901 | Common | SOLE |
| 20454B104 | CMPX | COMPASS THERAPEUTICS INC | $44.3M | 0.81% | 22,362,850 | Common | SOLE |
| 374163103 | GERN | GERON CORP | $42.5M | 0.78% | 12,893,611 | Common | NONE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $41.6M | 0.76% | 1,749,000 | Common | NONE |
| 746964105 | QTTB | Q32 BIO INC | $38.4M | 0.70% | 2,252,987 | Common | SOLE |
| 29664W105 | ESPR | ESPERION THERAPEUTICS INC NE | $36.7M | 0.67% | 13,708,731 | Common | NONE |
| 000000000 | — | PRELUDE THERAPEUTICS INC | $36.0M | 0.66% | 12,048,773 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $34.6M | 0.63% | 70,000 | Common | NONE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $30.5M | 0.56% | 704,842 | Common | NONE |
| 00166B105 | ALXO | ALX ONCOLOGY HLDGS INC | $30.3M | 0.56% | 2,717,970 | Common | NONE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $29.1M | 0.53% | 675,872 | Common | NONE |
| 74006W207 | PRAX | PRAXIS PRECISION MEDICINES I | $28.1M | 0.51% | 460,512 | Common | NONE |
| 427746102 | HRTX | HERON THERAPEUTICS INC | $28.0M | 0.51% | 10,111,550 | Common | NONE |
| 810648105 | SCPH | SCPHARMACEUTICALS INC | $27.9M | 0.51% | 5,559,528 | Common | SOLE |
| 00445A100 | — | ACELYRIN INC | $27.0M | 0.49% | 4,001,711 | Common | SOLE |
| 007002108 | TORCEUR | ADICET BIO INC | $26.9M | 0.49% | 11,447,140 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS INC | $26.1M | 0.48% | 2,021,424 | Common | NONE |
| 05370A108 | RNAGBP | AVIDITY BIOSCIENCES INC | $25.4M | 0.46% | 994,100 | Common | NONE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $23.7M | 0.43% | 550,000 | Common | NONE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $21.9M | 0.40% | 22,800 | Common | NONE |
| 49705R105 | KNTEUSD | KINNATE BIOPHARMA INC | $21.3M | 0.39% | 8,009,729 | Common | SOLE |
| 04280A100 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $21.2M | 0.39% | 739,651 | Common | NONE |
| 640979100 | NMRA | NEUMORA THERAPEUTICS INC. | $20.6M | 0.38% | 1,500,000 | Common | NONE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $20.1M | 0.37% | 708,400 | Common | NONE |
| 61775R105 | MORFUSD | MORPHIC HLDG INC | $19.7M | 0.36% | 558,500 | Common | NONE |
| 252131107 | DXCM | DEXCOM INC | $19.5M | 0.36% | 140,300 | Common | NONE |
| 00288U106 | ABCL | ABCELLERA BIOLOGICS INC | $18.9M | 0.35% | 4,180,768 | Common | SOLE |
| N44445109 | IMTX | IMMATICS N.V | $18.6M | 0.34% | 1,769,708 | Common | NONE |
| 92337C203 | VSTM | VERASTEM INC | $18.0M | 0.33% | 1,529,115 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $18.0M | 0.33% | 63,400 | Common | NONE |
| 008064107 | — | AEROVATE THERAPEUTICS INC | $16.7M | 0.31% | 565,374 | Common | NONE |
| 872381108 | TELA | TELA BIO INC | $16.1M | 0.29% | 2,835,542 | Common | SOLE |
| 760273102 | RPTX | REPARE THERAPEUTICS INC | $15.6M | 0.29% | 3,322,488 | Common | SOLE |
| 702712100 | — | PASSAGE BIO INC | $13.7M | 0.25% | 10,124,576 | Common | SOLE |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $12.6M | 0.23% | 768,638 | Common | SOLE |
| 221015100 | CRVS | CORVUS PHARMACEUTICALS INC | $12.4M | 0.23% | 6,943,654 | Common | SOLE |
| 00534A102 | IVVD | INVIVYD INC | $11.9M | 0.22% | 2,690,300 | Common | SOLE |
| 69353Y103 | PMVP | PMV PHARMACEUTICALS INC | $11.0M | 0.20% | 6,475,291 | Common | SOLE |
| 92332V107 | VTYXUSD | VENTYX BIOSCIENCES INC | $10.3M | 0.19% | 1,870,456 | Common | NONE |
| 31189P102 | FATE | FATE THERAPEUTICS INC | $9.9M | 0.18% | 1,355,352 | Common | NONE |
| 98420X103 | ASNSUSD | X4 PHARMACEUTICALS INC | $9.9M | 0.18% | 7,133,515 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $9.7M | 0.18% | 140,400 | Common | NONE |
| 230031106 | CGEM | CULLINAN ONCOLOGY INC | $8.8M | 0.16% | 517,606 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $8.8M | 0.16% | 150,000 | CALL | NONE |
| 65487U108 | NKTX | NKARTA INC | $8.6M | 0.16% | 800,000 | Common | NONE |
| 528872302 | LXRX | LEXICON PHARMACEUTICALS INC | $8.5M | 0.16% | 3,542,000 | Common | NONE |
| 88025U109 | TXG | 10X GENOMICS INC | $8.5M | 0.15% | 225,200 | Common | NONE |
| 90042W100 | — | TURNSTONE BIOLOGICS CORP | $8.1M | 0.15% | 3,099,265 | Common | SOLE |
| 46489V104 | ISREUR | PERSPECTIVE THERAPEUTICS INC | $7.7M | 0.14% | 6,505,800 | Common | SOLE |
| 23284F105 | CTMX | CYTOMX THERAPEUTICS INC | $7.7M | 0.14% | 3,544,578 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $6.7M | 0.12% | 570,300 | Common | NONE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $6.6M | 0.12% | 37,166 | Common | NONE |
| 92764N102 | VIR | VIR BIOTECHNOLOGY INC | $6.5M | 0.12% | 640,000 | Common | NONE |
| G0411D107 | APLM | APOLLOMICS INC | $6.4M | 0.12% | 8,565,456 | Common | SOLE |
| 45779A846 | NSPR | INSPIREMD INC | $5.1M | 0.09% | 2,133,405 | Common | SOLE |
| 45175G108 | — | IKENA ONCOLOGY INC | $5.0M | 0.09% | 3,539,358 | Common | SOLE |
| 28623U101 | — | ELEVATION ONCOLOGY INC | $4.8M | 0.09% | 941,275 | Common | SOLE |
| 74340E103 | PGNY | PROGYNY INC | $4.3M | 0.08% | 113,300 | Common | NONE |
| 825704109 | SIBN | SI-BONE INC | $4.1M | 0.07% | 250,000 | CALL | NONE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $3.9M | 0.07% | 287,100 | Common | SOLE |
| 59935V107 | MIST | MILESTONE PHARMACEUTICALS IN | $3.6M | 0.07% | 2,000,000 | Common | SOLE |
| 65343E108 | NXTCEUR | NEXTCURE INC | $2.5M | 0.05% | 1,141,200 | Common | SOLE |
| 097702104 | BOLT1EUR | BOLT BIOTHERAPEUTICS INC | $2.2M | 0.04% | 1,541,000 | Common | SOLE |
| 09090D103 | — | BIOMX INC | $2.0M | 0.04% | 4,517,589 | Common | SOLE |
| 16385C104 | — | CHEMOMAB THERAPEUTICS LTD | $1.7M | 0.03% | 2,241,274 | Common | SOLE |
| 49372L100 | — | KEZAR LIFE SCIENCES INC | $1.7M | 0.03% | 1,927,000 | Common | NONE |
| 92673K108 | VIGL | VIGIL NEUROSCIENCE INC | $1.5M | 0.03% | 448,891 | Common | SOLE |
| 268158201 | DVAX | DYNAVAX TECHNOLOGIES CORP | $1.4M | 0.03% | 113,500 | Common | NONE |
| 38942Q202 | CALC | CALCIMEDICA INC | $1.2M | 0.02% | 297,380 | Common | SOLE |
| G9845F109 | LSBCF | YS BIOPHARMA CO LTD | $1.1M | 0.02% | 1,534,430 | Common | NONE |
| 005111109 | AFIB | ACUTUS MED INC | $497,897 | 0.01% | 2,648,386 | Common | SOLE |
| 55083R104 | — | LYELL IMMUNOPHARMA INC | $444,885 | 0.01% | 199,500 | Common | SOLE |
| 82933R100 | — | SINGULAR GENOMICS SYSTEMS IN | $278,026 | 0.01% | 540,697 | Common | SOLE |
| 98422E103 | XERS | XERIS BIOPHARMA HOLDINGS INC | $177,728 | 0.00% | 80,420 | Common | 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.