Q2 2024 · 13F-HR
ORBIMED ADVISORS LLCholdings as filed
Filed 2024-08-14 · accession 0001172661-24-003539
$5.06B
Reported value
114
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| P8696W104 | SVA | SINOVAC BIOTECH LTD | $340.0M | 6.71% | 2,718,735 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $305.7M | 6.04% | 337,600 | Common | NONE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $270.5M | 5.34% | 15,021,721 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $252.1M | 4.98% | 3,273,000 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $219.4M | 4.33% | 493,100 | Common | NONE |
| 09062X103 | BIIB | BIOGEN INC | $208.8M | 4.12% | 900,900 | Common | NONE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $186.0M | 3.67% | 7,959,538 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $162.9M | 3.22% | 1,316,000 | Common | NONE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $156.1M | 3.08% | 1,173,300 | Common | NONE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $124.8M | 2.46% | 2,979,828 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $113.1M | 2.23% | 2,372,333 | Common | NONE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $102.1M | 2.02% | 646,000 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $91.5M | 1.81% | 269,000 | Common | NONE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $91.1M | 1.80% | 168,100 | Common | NONE |
| 04016X101 | ARGX | ARGENX SE | $89.9M | 1.78% | 209,100 | Common | NONE |
| 254604101 | IRON | DISC MEDICINE INC | $80.5M | 1.59% | 1,785,571 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $78.6M | 1.55% | 9,240,887 | Common | SOLE |
| 88427A107 | — | THIRD HARMONIC BIO INC | $75.1M | 1.48% | 5,779,071 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $74.4M | 1.47% | 687,500 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $73.0M | 1.44% | 132,000 | Common | NONE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $70.8M | 1.40% | 151,000 | Common | NONE |
| 85205L107 | SWTXUSD | SPRINGWORKS THERAPEUTICS INC | $64.3M | 1.27% | 1,707,331 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $61.7M | 1.22% | 448,200 | Common | NONE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $60.8M | 1.20% | 250,300 | Common | NONE |
| 92243G108 | PCVX | VAXCYTE INC | $60.1M | 1.19% | 795,900 | Common | NONE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $58.0M | 1.14% | 1,268,734 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $57.4M | 1.13% | 1,280,800 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $57.0M | 1.13% | 112,000 | Common | NONE |
| 04272N102 | AVBP | ARRIVENT BIOPHARMA INC | $56.2M | 1.11% | 3,027,328 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $54.6M | 1.08% | 174,100 | Common | NONE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $51.9M | 1.02% | 7,619,135 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $50.0M | 0.99% | 1,302,800 | Common | NONE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $49.8M | 0.98% | 2,605,615 | Common | NONE |
| 98420P308 | XTNT | XTANT MED HLDGS INC | $46.1M | 0.91% | 73,114,592 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $44.0M | 0.87% | 812,906 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $42.1M | 0.83% | 134,900 | Common | NONE |
| 825704109 | SIBN | SI-BONE INC | $41.8M | 0.82% | 3,229,977 | Common | NONE |
| 74065P101 | PRLD | PRELUDE THERAPEUTICS INC | $41.6M | 0.82% | 10,909,256 | Common | SOLE |
| 925050106 | VRNA | VERONA PHARMA PLC | $41.4M | 0.82% | 2,861,801 | Common | SOLE |
| 746964105 | QTTB | Q32 BIO INC | $40.4M | 0.80% | 2,252,987 | Common | SOLE |
| 45826H109 | ITGR | INTEGER HLDGS CORP | $40.4M | 0.80% | 349,221 | Common | NONE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $39.5M | 0.78% | 1,925,300 | Common | NONE |
| 374163103 | GERN | GERON CORP | $37.9M | 0.75% | 8,930,252 | Common | NONE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $33.6M | 0.66% | 862,362 | Common | NONE |
| 252131107 | DXCM | DEXCOM INC | $32.9M | 0.65% | 289,900 | Common | NONE |
| 000000000 | — | PRELUDE THERAPEUTICS INC | $32.1M | 0.63% | 12,048,773 | Common | SOLE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $28.9M | 0.57% | 704,842 | Common | NONE |
| 05370A108 | RNAGBP | AVIDITY BIOSCIENCES INC | $28.9M | 0.57% | 706,475 | Common | NONE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $28.4M | 0.56% | 672,416 | Common | NONE |
| 641288105 | NPCE | NEUROPACE INC | $25.8M | 0.51% | 3,406,335 | Common | SOLE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $25.0M | 0.49% | 708,400 | Common | NONE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $24.5M | 0.48% | 675,872 | Common | NONE |
| 810648105 | SCPH | SCPHARMACEUTICALS INC | $24.2M | 0.48% | 5,559,528 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $24.0M | 0.47% | 22,800 | Common | NONE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS INC | $23.7M | 0.47% | 2,021,424 | Common | NONE |
| N44445109 | IMTX | IMMATICS N.V | $23.3M | 0.46% | 2,006,381 | Common | NONE |
| 427746102 | HRTX | HERON THERAPEUTICS INC | $22.8M | 0.45% | 6,512,866 | Common | NONE |
| 20454B104 | CMPX | COMPASS THERAPEUTICS INC | $22.4M | 0.44% | 22,362,850 | Common | SOLE |
| 61775R105 | MORFUSD | MORPHIC HLDG INC | $20.9M | 0.41% | 612,500 | Common | NONE |
| 92764N102 | VIR | VIR BIOTECHNOLOGY INC | $20.6M | 0.41% | 2,320,102 | Common | NONE |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $20.0M | 0.40% | 1,147,655 | Common | SOLE |
| 00445A100 | — | ACELYRIN INC | $17.6M | 0.35% | 4,001,711 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $14.9M | 0.29% | 379,130 | Common | SOLE |
| 640979100 | NMRA | NEUMORA THERAPEUTICS INC. | $14.7M | 0.29% | 1,500,000 | Common | NONE |
| 007002108 | TORCEUR | ADICET BIO INC | $13.9M | 0.27% | 11,447,140 | Common | SOLE |
| H0036K147 | ADCT | ADC THERAPEUTICS SA | $13.6M | 0.27% | 4,316,824 | Common | NONE |
| 221015100 | CRVS | CORVUS PHARMACEUTICALS INC | $12.6M | 0.25% | 6,943,654 | Common | SOLE |
| 00288U106 | ABCL | ABCELLERA BIOLOGICS INC | $12.4M | 0.24% | 4,180,768 | Common | SOLE |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $12.3M | 0.24% | 768,638 | Common | SOLE |
| 872381108 | TELA | TELA BIO INC | $11.6M | 0.23% | 2,457,542 | Common | SOLE |
| 00166B105 | ALXO | ALX ONCOLOGY HLDGS INC | $11.4M | 0.23% | 1,894,462 | Common | NONE |
| 760273102 | RPTX | REPARE THERAPEUTICS INC | $11.0M | 0.22% | 3,322,488 | Common | SOLE |
| 83444M101 | SOLV | SOLVENTUM CORP | $10.6M | 0.21% | 200,000 | CALL | NONE |
| 69353Y103 | PMVP | PMV PHARMACEUTICALS INC | $10.5M | 0.21% | 6,475,291 | Common | SOLE |
| 528872302 | LXRX | LEXICON PHARMACEUTICALS INC | $9.8M | 0.19% | 5,846,100 | Common | NONE |
| 55083R104 | — | LYELL IMMUNOPHARMA INC | $9.3M | 0.18% | 6,405,098 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $9.2M | 0.18% | 156,100 | Common | NONE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $8.9M | 0.18% | 1,074,382 | Common | NONE |
| 90042W100 | — | TURNSTONE BIOLOGICS CORP | $8.1M | 0.16% | 3,099,265 | Common | SOLE |
| 702712100 | — | PASSAGE BIO INC | $8.0M | 0.16% | 10,124,576 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $7.9M | 0.16% | 50,000 | CALL | NONE |
| 74340E103 | PGNY | PROGYNY INC | $7.4M | 0.15% | 259,900 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $7.0M | 0.14% | 250,000 | CALL | NONE |
| 12529R107 | CCCC | C4 THERAPEUTICS INC | $7.0M | 0.14% | 1,513,058 | Common | SOLE |
| 45175G108 | — | IKENA ONCOLOGY INC | $5.8M | 0.12% | 3,539,358 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $5.7M | 0.11% | 570,300 | Common | NONE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $5.5M | 0.11% | 29,966 | Common | NONE |
| 45779A846 | NSPR | INSPIREMD INC | $5.3M | 0.11% | 2,133,405 | Common | SOLE |
| 46489V302 | CATX | PERSPECTIVE THERAPEUTICS INC | $4.9M | 0.10% | 492,670 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $4.9M | 0.10% | 125,000 | Common | NONE |
| 65487U108 | NKTX | NKARTA INC | $4.7M | 0.09% | 800,000 | Common | NONE |
| 09090D103 | — | BIOMX INC | $4.6M | 0.09% | 13,773,653 | Common | SOLE |
| 92337C203 | VSTM | VERASTEM INC | $4.6M | 0.09% | 1,529,115 | Common | SOLE |
| 31189P102 | FATE | FATE THERAPEUTICS INC | $4.4M | 0.09% | 1,355,352 | Common | NONE |
| 98420X103 | ASNSUSD | X4 PHARMACEUTICALS INC | $4.1M | 0.08% | 7,133,515 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $3.2M | 0.06% | 250,000 | CALL | NONE |
| N5749R100 | 2GH | MERUS N V | $3.0M | 0.06% | 50,000 | CALL | NONE |
| 00534A102 | IVVD | INVIVYD INC | $2.7M | 0.05% | 2,425,800 | Common | SOLE |
| 59935V107 | MIST | MILESTONE PHARMACEUTICALS IN | $2.6M | 0.05% | 2,000,000 | Common | SOLE |
| 374163103 | GERN | GERON CORP | $2.5M | 0.05% | 600,000 | CALL | NONE |
| 28623U101 | — | ELEVATION ONCOLOGY INC | $2.5M | 0.05% | 941,275 | Common | SOLE |
| 88322Q108 | TGTX | TG THERAPEUTICS INC | $2.4M | 0.05% | 133,200 | Common | NONE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $2.1M | 0.04% | 26,100 | Common | NONE |
| 16385C104 | — | CHEMOMAB THERAPEUTICS LTD | $2.0M | 0.04% | 2,241,273 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $2.0M | 0.04% | 287,100 | Common | SOLE |
| 65343E108 | NXTCEUR | NEXTCURE INC | $1.8M | 0.04% | 1,141,200 | Common | SOLE |
| G0411D107 | APLM | APOLLOMICS INC | $1.8M | 0.04% | 8,565,456 | Common | SOLE |
| 92673K108 | VIGL | VIGIL NEUROSCIENCE INC | $1.8M | 0.04% | 448,891 | Common | SOLE |
| 268158201 | DVAX | DYNAVAX TECHNOLOGIES CORP | $1.3M | 0.03% | 113,500 | Common | NONE |
| 49372L100 | — | KEZAR LIFE SCIENCES INC | $1.2M | 0.02% | 1,927,000 | Common | NONE |
| G9845F109 | LSBCF | LAKESHORE BIOPHARMA CO LTD | $909,833 | 0.02% | 1,404,280 | Common | NONE |
| 68232V801 | ONTXUSD | TRAWS PHARMA INC | $466,918 | 0.01% | 1,045,261 | Common | SOLE |
| 98422E103 | XERS | XERIS BIOPHARMA HOLDINGS INC | $180,945 | 0.00% | 80,420 | Common | NONE |
| 82933R308 | — | SINGULAR GENOMICS SYSTEMS IN | $152,294 | 0.00% | 18,023 | 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.