Q1 2025 · 13F-HR
ORBIMED ADVISORS LLCholdings as filed
Filed 2025-05-15 · accession 0001172661-25-002355
$4.19B
Reported value
110
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| P8696W104 | SVA | SINOVAC BIOTECH LTD | $334.0M | 7.96% | 2,718,735 | Common | NONE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $330.5M | 7.88% | 15,021,721 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $283.8M | 6.77% | 2,813,200 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $278.8M | 6.65% | 337,600 | Common | NONE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $156.6M | 3.73% | 7,959,538 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $144.1M | 3.44% | 291,000 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $133.7M | 3.19% | 359,200 | Common | NONE |
| 04016X101 | ARGX | ARGENX SE | $122.3M | 2.92% | 206,700 | Common | NONE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $111.0M | 2.65% | 1,532,000 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $105.4M | 2.51% | 201,200 | Common | NONE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $104.3M | 2.49% | 8,288,510 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $103.4M | 2.46% | 934,640 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $97.6M | 2.33% | 3,850,200 | Common | NONE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $93.5M | 2.23% | 346,100 | Common | NONE |
| 45826H109 | ITGR | INTEGER HLDGS CORP | $78.2M | 1.86% | 662,500 | Common | NONE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $77.5M | 1.85% | 159,900 | Common | NONE |
| 632307104 | NTRA | NATERA INC | $77.4M | 1.84% | 547,000 | Common | NONE |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $76.6M | 1.83% | 2,540,136 | Common | NONE |
| 254604101 | IRON | DISC MEDICINE INC | $70.2M | 1.67% | 1,415,020 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $64.2M | 1.53% | 129,000 | Common | NONE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $62.5M | 1.49% | 465,000 | Common | NONE |
| 23282W605 | CYTK | CYTOKINETICS INC | $60.7M | 1.45% | 1,509,205 | Common | NONE |
| 156944100 | CGON | CG ONCOLOGY INC | $60.5M | 1.44% | 2,471,994 | Common | NONE |
| 04272N102 | AVBP | ARRIVENT BIOPHARMA INC | $56.0M | 1.33% | 3,027,328 | Common | SOLE |
| 05370A108 | RNAGBP | AVIDITY BIOSCIENCES INC | $53.5M | 1.28% | 1,812,886 | Common | NONE |
| 825704109 | SIBN | SI-BONE INC | $48.3M | 1.15% | 3,442,853 | Common | NONE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $45.1M | 1.08% | 386,700 | Common | NONE |
| 20454B104 | CMPX | COMPASS THERAPEUTICS INC | $42.5M | 1.01% | 22,362,850 | Common | SOLE |
| 85205L107 | SWTXUSD | SPRINGWORKS THERAPEUTICS INC | $41.9M | 1.00% | 950,200 | Common | SOLE |
| 641288105 | NPCE | NEUROPACE INC | $41.9M | 1.00% | 3,406,335 | Common | SOLE |
| 829401108 | SION | SIONNA THERAPEUTICS INC | $38.8M | 0.92% | 3,704,959 | Common | SOLE |
| 91678A107 | UPB | UPSTREAM BIO INC | $34.8M | 0.83% | 5,693,589 | Common | SOLE |
| 98420P308 | XTNT | XTANT MED HLDGS INC | $34.4M | 0.82% | 73,114,592 | Common | SOLE |
| 87650L103 | TARS | TARSUS PHARMACEUTICALS INC | $33.6M | 0.80% | 653,743 | Common | NONE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $33.5M | 0.80% | 999,000 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $31.8M | 0.76% | 947,877 | Common | NONE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $31.3M | 0.75% | 1,432,300 | Common | NONE |
| 55287L101 | MBX | MBX BIOSCIENCES INC | $29.5M | 0.70% | 4,002,887 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $29.4M | 0.70% | 679,816 | Common | NONE |
| 375558103 | GILD | GILEAD SCIENCES INC | $22.1M | 0.53% | 197,500 | Common | NONE |
| 221015100 | CRVS | CORVUS PHARMACEUTICALS INC | $22.1M | 0.53% | 6,943,654 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $20.9M | 0.50% | 7,562,971 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $20.5M | 0.49% | 758,566 | Common | SOLE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $20.1M | 0.48% | 380,000 | Common | NONE |
| 88427A107 | — | THIRD HARMONIC BIO INC | $20.1M | 0.48% | 5,779,071 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $18.6M | 0.44% | 2,285,400 | Common | NONE |
| 92337C203 | VSTM | VERASTEM INC | $17.3M | 0.41% | 2,862,448 | Common | SOLE |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $16.3M | 0.39% | 1,752,831 | Common | NONE |
| 75382E109 | — | RAPT THERAPEUTICS INC | $16.0M | 0.38% | 13,135,260 | Common | SOLE |
| 810648105 | SCPH | SCPHARMACEUTICALS INC | $15.9M | 0.38% | 6,059,528 | Common | SOLE |
| 92764N102 | VIR | VIR BIOTECHNOLOGY INC | $14.6M | 0.35% | 2,248,249 | Common | NONE |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $14.6M | 0.35% | 1,923,855 | Common | NONE |
| N44445109 | IMTX | IMMATICS N.V | $13.9M | 0.33% | 3,087,462 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $13.8M | 0.33% | 44,200 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $12.7M | 0.30% | 500,000 | CALL | NONE |
| 000000000 | — | PRELUDE THERAPEUTICS INC | $12.5M | 0.30% | 12,048,773 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $11.6M | 0.28% | 481,065 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $11.3M | 0.27% | 652,028 | Common | NONE |
| 12529R107 | CCCC | C4 THERAPEUTICS INC | $10.9M | 0.26% | 6,830,300 | Common | NONE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $10.6M | 0.25% | 1,014,611 | Common | NONE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $10.4M | 0.25% | 1,018,734 | Common | SOLE |
| 00445A100 | — | ACELYRIN INC | $9.9M | 0.24% | 4,001,711 | Common | SOLE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $9.5M | 0.23% | 325,500 | Common | NONE |
| 00288U106 | ABCL | ABCELLERA BIOLOGICS INC | $9.3M | 0.22% | 4,180,768 | Common | SOLE |
| 007002108 | TORCEUR | ADICET BIO INC | $8.6M | 0.21% | 11,447,140 | Common | SOLE |
| H0036K147 | ADCT | ADC THERAPEUTICS SA | $8.4M | 0.20% | 5,968,451 | Common | NONE |
| 74065P101 | PRLD | PRELUDE THERAPEUTICS INC | $8.4M | 0.20% | 10,909,256 | Common | SOLE |
| 78464A870 | XBI | SPDR SER TR | $8.1M | 0.19% | 100,000 | CALL | NONE |
| 05338F306 | AVTX | AVALO THERAPEUTICS INC | $7.7M | 0.18% | 967,000 | Common | SOLE |
| 85205L107 | SWTXUSD | SPRINGWORKS THERAPEUTICS INC | $7.6M | 0.18% | 172,600 | CALL | NONE |
| 00032Q104 | WHWK | WHITEHAWK THERAPEUTICS INC | $7.4M | 0.18% | 4,166,000 | Common | SOLE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $7.3M | 0.17% | 179,900 | Common | NONE |
| 69353Y103 | PMVP | PMV PHARMACEUTICALS INC | $7.1M | 0.17% | 6,475,291 | Common | SOLE |
| 89532M101 | TRVI | TREVI THERAPEUTICS INC | $7.0M | 0.17% | 1,120,000 | Common | NONE |
| G52441105 | KMTS | KESTRA MED TECHNOLOGIES LTD | $6.2M | 0.15% | 250,000 | Common | SOLE |
| 21833P301 | CRBP | CORBUS PHARMACEUTICALS HLDGS | $6.2M | 0.15% | 1,172,287 | Common | NONE |
| 45779A846 | NSPR | INSPIREMD INC | $5.7M | 0.14% | 2,133,405 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $4.9M | 0.12% | 151,800 | Common | NONE |
| 34962G208 | FBRX | FORTE BIOSCIENCES INC | $4.6M | 0.11% | 593,088 | Common | SOLE |
| 45175G108 | — | IKENA ONCOLOGY INC | $4.5M | 0.11% | 3,539,358 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $4.2M | 0.10% | 23,500 | Common | NONE |
| 29286M105 | — | ENGENE HOLDINGS INC | $4.0M | 0.10% | 891,616 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $3.9M | 0.09% | 700,000 | Common | NONE |
| 055477103 | BCAX | BICARA THERAPEUTICS INC | $3.9M | 0.09% | 298,301 | Common | SOLE |
| 746964105 | QTTB | Q32 BIO INC | $3.7M | 0.09% | 2,252,987 | Common | SOLE |
| 09077V100 | BIOA | BIOAGE LABS INC | $3.5M | 0.08% | 921,959 | Common | SOLE |
| 760273102 | RPTX | REPARE THERAPEUTICS INC | $3.3M | 0.08% | 3,322,488 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $2.6M | 0.06% | 150,000 | CALL | NONE |
| 702712100 | — | PASSAGE BIO INC | $2.5M | 0.06% | 7,034,626 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $2.2M | 0.05% | 28,659 | Common | NONE |
| 15678C102 | CBLL | CERIBELL INC | $2.2M | 0.05% | 112,500 | Common | SOLE |
| 45783C200 | TIL | INSTIL BIO INC | $2.0M | 0.05% | 116,785 | Common | NONE |
| 16385C104 | — | CHEMOMAB THERAPEUTICS LTD | $1.9M | 0.05% | 1,741,273 | Common | SOLE |
| 14147L108 | CRDF | CARDIFF ONCOLOGY INC | $1.8M | 0.04% | 573,884 | Common | SOLE |
| 98420X103 | ASNSUSD | X4 PHARMACEUTICALS INC | $1.6M | 0.04% | 6,776,515 | Common | SOLE |
| 65487U108 | NKTX | NKARTA INC | $1.5M | 0.04% | 821,400 | Common | NONE |
| 68232V884 | TRAW | TRAWS PHARMA INC | $1.4M | 0.03% | 605,531 | Common | SOLE |
| 31189P102 | FATE | FATE THERAPEUTICS INC | $1.3M | 0.03% | 1,680,580 | Common | NONE |
| 90042W100 | — | TURNSTONE BIOLOGICS CORP | $1.3M | 0.03% | 3,099,265 | Common | SOLE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTICALS INC | $1.2M | 0.03% | 348,000 | Common | NONE |
| 09090D301 | — | BIOMX INC | $993,462 | 0.02% | 1,787,767 | Common | SOLE |
| 49372L209 | 2KZ0 | KEZAR LIFE SCIENCES INC | $940,376 | 0.02% | 192,700 | Common | NONE |
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $753,500 | 0.02% | 550,000 | Common | SOLE |
| 00534A102 | IVVD | INVIVYD INC | $565,048 | 0.01% | 933,500 | Common | SOLE |
| 500946108 | KRRO | KORRO BIO INC | $564,084 | 0.01% | 32,400 | Common | NONE |
| 65343E108 | NXTCEUR | NEXTCURE INC | $548,118 | 0.01% | 1,141,200 | Common | SOLE |
| 02157Q109 | ANRO | ALTO NEUROSCIENCE INC | $540,000 | 0.01% | 250,000 | Common | NONE |
| 23290B106 | — | DIH HLDG US INC | $442,940 | 0.01% | 1,915,000 | Common | SOLE |
| 98422E103 | XERS | XERIS BIOPHARMA HOLDINGS INC | $441,506 | 0.01% | 80,420 | Common | NONE |
| G9845F208 | LSBCF | LAKESHORE BIOPHARMA CO LTD | $344,049 | 0.01% | 140,428 | 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.