Q3 2024 · 13F-HR
ORBIMED ADVISORS LLCholdings as filed
Filed 2024-11-14 · accession 0001172661-24-005167
$5.50B
Reported value
118
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $400.9M | 7.28% | 15,021,721 | Common | SOLE |
| P8696W104 | SVA | SINOVAC BIOTECH LTD | $340.0M | 6.18% | 2,718,735 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $299.1M | 5.43% | 337,600 | Common | NONE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $274.3M | 4.98% | 3,273,000 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $213.1M | 3.87% | 433,800 | Common | NONE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $203.3M | 3.69% | 7,959,538 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $157.6M | 2.86% | 813,000 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $149.4M | 2.72% | 1,316,000 | Common | NONE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $130.0M | 2.36% | 782,000 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $124.4M | 2.26% | 344,400 | Common | NONE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $120.2M | 2.18% | 8,288,510 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $119.2M | 2.17% | 954,500 | Common | NONE |
| 04016X101 | ARGX | ARGENX SE | $110.9M | 2.01% | 204,500 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $104.7M | 1.90% | 179,000 | Common | NONE |
| 746964105 | QTTB | Q32 BIO INC | $100.5M | 1.83% | 2,252,987 | Common | SOLE |
| 55287L101 | MBX | MBX BIOSCIENCES INC | $99.0M | 1.80% | 3,812,215 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $93.1M | 1.69% | 2,324,447 | Common | NONE |
| 254604101 | IRON | DISC MEDICINE INC | $87.7M | 1.59% | 1,785,571 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $87.3M | 1.59% | 687,500 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $81.3M | 1.48% | 252,300 | Common | NONE |
| 88427A107 | — | THIRD HARMONIC BIO INC | $78.3M | 1.42% | 5,779,071 | Common | SOLE |
| 45826H109 | ITGR | INTEGER HLDGS CORP | $74.8M | 1.36% | 575,000 | Common | NONE |
| 04272N102 | AVBP | ARRIVENT BIOPHARMA INC | $71.1M | 1.29% | 3,027,328 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $70.2M | 1.28% | 151,000 | Common | NONE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $68.8M | 1.25% | 250,300 | Common | NONE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $63.1M | 1.15% | 7,562,971 | Common | SOLE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $59.2M | 1.07% | 1,018,734 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $57.2M | 1.04% | 1,258,566 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $55.2M | 1.00% | 106,200 | Common | NONE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $53.7M | 0.97% | 1,050,055 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $52.2M | 0.95% | 84,400 | Common | NONE |
| 98420P308 | XTNT | XTANT MED HLDGS INC | $49.4M | 0.90% | 73,114,592 | Common | SOLE |
| 05370A108 | RNAGBP | AVIDITY BIOSCIENCES INC | $48.0M | 0.87% | 1,044,805 | Common | NONE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $47.5M | 0.86% | 45,200 | Common | NONE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $47.1M | 0.86% | 1,665,115 | Common | NONE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $46.3M | 0.84% | 679,816 | Common | NONE |
| 825704109 | SIBN | SI-BONE INC | $46.2M | 0.84% | 3,305,801 | Common | NONE |
| 85205L107 | SWTXUSD | SPRINGWORKS THERAPEUTICS INC | $44.6M | 0.81% | 1,390,631 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $44.2M | 0.80% | 387,000 | Common | NONE |
| 20454B104 | CMPX | COMPASS THERAPEUTICS INC | $41.1M | 0.75% | 22,362,850 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $40.5M | 0.74% | 766,906 | Common | NONE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $37.1M | 0.67% | 1,925,300 | Common | NONE |
| 221015100 | CRVS | CORVUS PHARMACEUTICALS INC | $36.7M | 0.67% | 6,943,654 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $36.6M | 0.67% | 1,270,400 | Common | NONE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $35.9M | 0.65% | 911,420 | Common | NONE |
| 913903100 | UHS | UNIVERSAL HLTH SVCS INC | $35.7M | 0.65% | 156,000 | Common | NONE |
| G4705A100 | ICLR | ICON PLC | $35.6M | 0.65% | 123,900 | Common | NONE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $34.8M | 0.63% | 302,220 | Common | NONE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $29.9M | 0.54% | 675,872 | Common | NONE |
| 09077V100 | BIOA | BIOAGE LABS INC | $29.6M | 0.54% | 1,423,470 | Common | SOLE |
| 810648105 | SCPH | SCPHARMACEUTICALS INC | $27.6M | 0.50% | 6,059,528 | Common | SOLE |
| 92764N102 | VIR | VIR BIOTECHNOLOGY INC | $26.8M | 0.49% | 3,573,000 | Common | NONE |
| 71722W107 | PHAT | PHATHOM PHARMACEUTICALS INC | $26.2M | 0.48% | 1,449,073 | Common | NONE |
| 156944100 | CGON | CG ONCOLOGY INC | $26.1M | 0.47% | 691,114 | Common | NONE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $25.4M | 0.46% | 708,400 | Common | NONE |
| 12529R107 | CCCC | C4 THERAPEUTICS INC | $25.0M | 0.45% | 4,377,900 | Common | NONE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS INC | $24.3M | 0.44% | 2,002,939 | Common | NONE |
| 641288105 | NPCE | NEUROPACE INC | $23.7M | 0.43% | 3,406,335 | Common | SOLE |
| N44445109 | IMTX | IMMATICS N.V | $22.9M | 0.42% | 2,006,381 | Common | NONE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $22.8M | 0.41% | 435,900 | Common | NONE |
| 000000000 | — | PRELUDE THERAPEUTICS INC | $22.8M | 0.41% | 12,048,773 | Common | SOLE |
| 74065P101 | PRLD | PRELUDE THERAPEUTICS INC | $22.6M | 0.41% | 10,909,256 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $22.3M | 0.40% | 379,130 | Common | SOLE |
| 640979100 | NMRA | NEUMORA THERAPEUTICS INC. | $19.8M | 0.36% | 1,500,000 | Common | NONE |
| 00445A100 | — | ACELYRIN INC | $19.7M | 0.36% | 4,001,711 | Common | SOLE |
| 21833P301 | CRBP | CORBUS PHARMACEUTICALS HLDGS | $18.8M | 0.34% | 912,552 | Common | NONE |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $18.1M | 0.33% | 768,638 | Common | SOLE |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $17.9M | 0.33% | 1,070,055 | Common | SOLE |
| 528872302 | LXRX | LEXICON PHARMACEUTICALS INC | $17.3M | 0.31% | 11,024,000 | Common | NONE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $16.8M | 0.31% | 383,705 | Common | NONE |
| 007002108 | TORCEUR | ADICET BIO INC | $16.5M | 0.30% | 11,447,140 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $15.0M | 0.27% | 44,900 | Common | NONE |
| H0036K147 | ADCT | ADC THERAPEUTICS SA | $14.3M | 0.26% | 4,533,801 | Common | NONE |
| 375558103 | GILD | GILEAD SCIENCES INC | $12.7M | 0.23% | 151,700 | Common | NONE |
| 09075V102 | BNTX | BIONTECH SE | $12.2M | 0.22% | 103,000 | Common | NONE |
| 004225108 | ACAD | ACADIA PHARMACEUTICALS INC | $11.8M | 0.21% | 764,600 | Common | NONE |
| 760273102 | RPTX | REPARE THERAPEUTICS INC | $11.4M | 0.21% | 3,322,488 | Common | SOLE |
| 00288U106 | ABCL | ABCELLERA BIOLOGICS INC | $10.9M | 0.20% | 4,180,768 | Common | SOLE |
| 69353Y103 | PMVP | PMV PHARMACEUTICALS INC | $9.6M | 0.18% | 6,475,291 | Common | SOLE |
| 05338F306 | AVTX | AVALO THERAPEUTICS INC | $9.2M | 0.17% | 967,000 | Common | SOLE |
| 92337C203 | VSTM | VERASTEM INC | $8.6M | 0.16% | 2,862,448 | Common | SOLE |
| 55083R104 | — | LYELL IMMUNOPHARMA INC | $8.4M | 0.15% | 6,086,001 | Common | SOLE |
| 687793109 | OSCR | OSCAR HEALTH INC | $7.5M | 0.14% | 351,618 | Common | NONE |
| 30050B101 | EVH | EVOLENT HEALTH INC | $7.3M | 0.13% | 258,400 | CALL | NONE |
| 055477103 | BCAX | BICARA THERAPEUTICS INC | $6.9M | 0.13% | 271,910 | Common | SOLE |
| 702712100 | — | PASSAGE BIO INC | $6.9M | 0.12% | 9,822,876 | Common | SOLE |
| 713317105 | PEPG | PEPGEN INC | $6.8M | 0.12% | 797,358 | Common | NONE |
| 65487U108 | NKTX | NKARTA INC | $6.7M | 0.12% | 1,480,600 | Common | NONE |
| 60770K107 | MRNA | MODERNA INC | $6.7M | 0.12% | 100,000 | CALL | NONE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $6.2M | 0.11% | 50,000 | CALL | NONE |
| 45175G108 | — | IKENA ONCOLOGY INC | $6.1M | 0.11% | 3,539,358 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $6.1M | 0.11% | 570,300 | Common | NONE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $5.9M | 0.11% | 742,300 | Common | NONE |
| 31189P102 | FATE | FATE THERAPEUTICS INC | $5.9M | 0.11% | 1,680,580 | Common | NONE |
| 45779A846 | NSPR | INSPIREMD INC | $5.7M | 0.10% | 2,133,405 | Common | SOLE |
| 54300N103 | — | LONGBOARD PHARMACEUTICALS IN | $5.7M | 0.10% | 170,000 | Common | NONE |
| 872381108 | TELA | TELA BIO INC | $5.5M | 0.10% | 2,161,185 | Common | SOLE |
| 83444M101 | SOLV | SOLVENTUM CORP | $4.8M | 0.09% | 69,300 | CALL | NONE |
| 98420X103 | ASNSUSD | X4 PHARMACEUTICALS INC | $4.8M | 0.09% | 7,133,515 | Common | SOLE |
| 05370A108 | RNAGBP | AVIDITY BIOSCIENCES INC | $4.6M | 0.08% | 100,000 | CALL | NONE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $4.3M | 0.08% | 23,500 | Common | NONE |
| 03980N107 | ARDT | ARDENT HEALTH PARTNERS INC | $3.8M | 0.07% | 206,000 | Common | NONE |
| 68232V884 | TRAW | TRAWS PHARMA INC | $3.6M | 0.06% | 605,531 | Common | SOLE |
| 825704109 | SIBN | SI-BONE INC | $3.5M | 0.06% | 250,000 | CALL | NONE |
| 59935V107 | MIST | MILESTONE PHARMACEUTICALS IN | $3.0M | 0.06% | 2,000,000 | Common | SOLE |
| 14817C107 | FLNA | CASSAVA SCIENCES INC | $2.8M | 0.05% | 95,000 | PUT | NONE |
| 16385C104 | — | CHEMOMAB THERAPEUTICS LTD | $2.7M | 0.05% | 1,741,273 | Common | SOLE |
| 45783C200 | TIL | INSTIL BIO INC | $2.3M | 0.04% | 33,700 | Common | NONE |
| 09090D301 | — | BIOMX INC | $1.8M | 0.03% | 1,787,767 | Common | SOLE |
| 374163103 | GERN | GERON CORP | $1.8M | 0.03% | 400,000 | CALL | NONE |
| 00534A102 | IVVD | INVIVYD INC | $1.8M | 0.03% | 1,728,300 | Common | SOLE |
| 90042W100 | — | TURNSTONE BIOLOGICS CORP | $1.7M | 0.03% | 3,099,265 | Common | SOLE |
| 65343E108 | NXTCEUR | NEXTCURE INC | $1.6M | 0.03% | 1,141,200 | Common | SOLE |
| 92673K108 | VIGL | VIGIL NEUROSCIENCE INC | $1.5M | 0.03% | 448,891 | Common | SOLE |
| 49372L100 | — | KEZAR LIFE SCIENCES INC | $1.5M | 0.03% | 1,927,000 | Common | NONE |
| 12529R107 | CCCC | C4 THERAPEUTICS INC | $855,000 | 0.02% | 150,000 | CALL | NONE |
| 28623U101 | — | ELEVATION ONCOLOGY INC | $564,671 | 0.01% | 941,275 | Common | SOLE |
| 98422E103 | XERS | XERIS BIOPHARMA HOLDINGS INC | $229,197 | 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.