13F HOLDINGS REPORT
ORBIMED ADVISORS LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-001310
Total Value
$5.23B
Positions
116
Other Managers
1
Confidential Omitted
No
Holdings (116)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SINOVAC BIOTECH LTD | SVA | 2,718,735 | $340.0M | 6.50% |
| 2 | UNITEDHEALTH GROUP INC | UNH | 380,500 | $201.7M | 3.86% |
| 3 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 2,584,900 | $186.0M | 3.56% |
| 4 | BOSTON SCIENTIFIC CORP | BSX | 3,898,200 | $180.4M | 3.45% |
| 5 | HUMANA INC | HUM | 348,700 | $178.6M | 3.42% |
| 6 | BIOMARIN PHARMACEUTICAL INC | BMRN | 1,615,210 | $167.2M | 3.20% |
| 7 | INTUITIVE SURGICAL INC | ISRG | 620,500 | $164.6M | 3.15% |
| 8 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 5,250,000 | $136.6M | 2.61% |
| 9 | EDGEWISE THERAPEUTICS INC | EWTX | 14,567,176 | $130.2M | 2.49% |
| 10 | SAREPTA THERAPEUTICS INC | SRPT | 972,300 | $126.0M | 2.41% |
| 11 | VERONA PHARMA PLC | 925050106 | 4,572,289 | $119.5M | 2.29% |
| 12 | STRYKER CORPORATION | SYK | 481,000 | $117.6M | 2.25% |
| 13 | SEAGEN INC | SE | 913,812 | $117.4M | 2.25% |
| 14 | COMPASS THERAPEUTICS INC | CMPX | 22,362,850 | $112.5M | 2.15% |
| 15 | THERMO FISHER SCIENTIFIC INC | TMO | 202,200 | $111.3M | 2.13% |
| 16 | THESEUS PHARMACEUTICALS INC | 88369M101 | 17,233,668 | $85.8M | 1.64% |
| 17 | NEUROCRINE BIOSCIENCES INC | NBIX | 687,700 | $82.1M | 1.57% |
| 18 | KEROS THERAPEUTICS INC | KROS | 1,679,417 | $80.6M | 1.54% |
| 19 | EVOLENT HEALTH INC | EVH | 2,824,832 | $79.3M | 1.52% |
| 20 | VERTEX PHARMACEUTICALS INC | VRTX | 271,500 | $78.4M | 1.50% |
| 21 | NATERA INC | NTRA | 1,946,353 | $78.2M | 1.50% |
| 22 | TERNS PHARMACEUTICALS INC | TERN | 7,619,135 | $77.6M | 1.48% |
| 23 | IONIS PHARMACEUTICALS INC | IONS | 1,993,600 | $75.3M | 1.44% |
| 24 | ARS PHARMACEUTICALS INC | SPRY | 8,740,887 | $74.6M | 1.43% |
| 25 | BIOGEN INC | BIIB | 258,200 | $71.5M | 1.37% |
| 26 | PFIZER INC | PFE | 1,393,600 | $71.4M | 1.37% |
| 27 | ADICET BIO INC | ACET | 7,447,140 | $66.6M | 1.27% |
| 28 | EDWARDS LIFESCIENCES CORP | EW | 860,500 | $64.2M | 1.23% |
| 29 | VAXCYTE INC | PCVX | 1,283,126 | $61.5M | 1.18% |
| 30 | VECTIVBIO HLDG AG | H9060V101 | 7,006,861 | $60.7M | 1.16% |
| 31 | PRELUDE THERAPEUTICS INC | PRLD | 10,039,691 | $60.6M | 1.16% |
| 32 | TENET HEALTHCARE CORP | THC | 1,220,300 | $59.5M | 1.14% |
| 33 | CRINETICS PHARMACEUTICALS IN | CRNX | 3,196,876 | $58.5M | 1.12% |
| 34 | MIRATI THERAPEUTICS INC | 60468T105 | 1,283,692 | $58.2M | 1.11% |
| 35 | PMV PHARMACEUTICALS INC | PMVP | 6,563,077 | $57.1M | 1.09% |
| 36 | CHINOOK THERAPEUTICS INC | 16961L106 | 2,029,300 | $53.2M | 1.02% |
| 37 | MERSANA THERAPEUTICS INC | 59045L106 | 9,011,437 | $52.8M | 1.01% |
| 38 | SYNDAX PHARMACEUTICALS INC | SNDX | 2,006,500 | $51.1M | 0.98% |
| 39 | REPARE THERAPEUTICS INC | 760273102 | 3,322,488 | $48.9M | 0.93% |
| 40 | XTANT MED HLDGS INC | 98420P308 | 73,114,592 | $48.3M | 0.92% |
| 41 | 89BIO INC | 282559103 | 3,658,869 | $46.6M | 0.89% |
| 42 | SI-BONE INC | SIBN | 3,368,000 | $45.8M | 0.88% |
| 43 | XENON PHARMACEUTICALS INC | XENE | 1,149,100 | $45.3M | 0.87% |
| 44 | ACLARIS THERAPEUTICS INC | ACRS | 2,758,434 | $43.4M | 0.83% |
| 45 | DISC MEDICINE INC | IRON | 2,160,941 | $43.0M | 0.82% |
| 46 | ABCELLERA BIOLOGICS INC | ABCL | 4,180,768 | $42.4M | 0.81% |
| 47 | SCPHARMACEUTICALS INC | 810648105 | 5,559,528 | $39.9M | 0.76% |
| 48 | UNIQURE NV | QURE | 1,747,555 | $39.6M | 0.76% |
| 49 | BELLUS HEALTH INC NEW | 07987C204 | 4,708,900 | $38.7M | 0.74% |
| 50 | JANUX THERAPEUTICS INC | JANX | 2,836,386 | $37.4M | 0.71% |
| 51 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 2,460,108 | $36.4M | 0.70% |
| 52 | TELA BIO INC | TELA | 3,027,542 | $34.8M | 0.67% |
| 53 | PRELUDE THERAPEUTICS INC | 000000000 | 5,680,186 | $34.3M | 0.66% |
| 54 | ALX ONCOLOGY HLDGS INC | ALXO | 2,871,000 | $32.4M | 0.62% |
| 55 | KEZAR LIFE SCIENCES INC | KZR | 4,584,322 | $32.3M | 0.62% |
| 56 | PROGYNY INC | PGNY | 1,035,000 | $32.2M | 0.62% |
| 57 | VENTYX BIOSCIENCES INC | 92332V107 | 925,000 | $30.3M | 0.58% |
| 58 | ALPINE IMMUNE SCIENCES INC | 02083G100 | 4,081,592 | $30.0M | 0.57% |
| 59 | TRAVERE THERAPEUTICS INC | TVTX | 1,253,130 | $26.4M | 0.50% |
| 60 | THIRD HARMONIC BIO INC | 88427A107 | 5,779,071 | $24.9M | 0.48% |
| 61 | RAPT THERAPEUTICS INC | 75382E109 | 1,251,070 | $24.8M | 0.47% |
| 62 | KINNATE BIOPHARMA INC | 49705R105 | 4,043,629 | $24.7M | 0.47% |
| 63 | CINCOR PHARMA INC | 17240Y109 | 1,906,000 | $23.4M | 0.45% |
| 64 | AEROVATE THERAPEUTICS INC | 008064107 | 759,540 | $22.3M | 0.43% |
| 65 | HORIZON THERAPEUTICS PUB L | G46188101 | 171,000 | $19.5M | 0.37% |
| 66 | GRACELL BIOTECHNOLOGIES INC | 38406L103 | 7,884,870 | $18.1M | 0.35% |
| 67 | IMARA INC | 45249V107 | 4,386,568 | $17.9M | 0.34% |
| 68 | IKENA ONCOLOGY INC | 000000000 | 6,467,691 | $17.2M | 0.33% |
| 69 | GH RESEARCH PLC | GHRS | 1,622,060 | $15.8M | 0.30% |
| 70 | RXSIGHT INC | RXST | 1,202,833 | $15.2M | 0.29% |
| 71 | MODERNA INC | MRNA | 82,550 | $14.8M | 0.28% |
| 72 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 2,007,458 | $12.8M | 0.25% |
| 73 | BRIDGEBIO PHARMA INC | BBIO | 30,000,000 | $12.6M | 0.24% |
| 74 | PASSAGE BIO INC | PASG | 8,931,999 | $12.3M | 0.24% |
| 75 | FUSION PHARMACEUTICALS INC | 36118A100 | 3,224,770 | $10.2M | 0.19% |
| 76 | DECIBEL THERAPEUTICS INC | 24343R106 | 4,945,192 | $10.1M | 0.19% |
| 77 | 2SEVENTY BIO INC | 901384107 | 1,041,300 | $9.8M | 0.19% |
| 78 | ORIC PHARMACEUTICALS INC | ORIC | 1,607,568 | $9.5M | 0.18% |
| 79 | CHEMOMAB THERAPEUTICS LTD | CMMB | 2,578,174 | $8.3M | 0.16% |
| 80 | SCHOLAR ROCK HLDG CORP | SRRK | 879,003 | $8.0M | 0.15% |
| 81 | MEREO BIOPHARMA GROUP PLC | MREO | 10,605,522 | $8.0M | 0.15% |
| 82 | BRIDGEBIO PHARMA INC | BBIO | 20,000,000 | $8.0M | 0.15% |
| 83 | INVIVYD INC | IVVD | 5,270,400 | $7.9M | 0.15% |
| 84 | IKENA ONCOLOGY INC | 45175G108 | 2,933,941 | $7.8M | 0.15% |
| 85 | CULLINAN ONCOLOGY INC | CGEM | 637,287 | $6.7M | 0.13% |
| 86 | VERASTEM INC | VSTM | 16,503,237 | $6.6M | 0.13% |
| 87 | SPDR SER TR | 78464A870 | 76,400 | $6.3M | 0.12% |
| 88 | AMICUS THERAPEUTICS INC | FOLD | 516,000 | $6.3M | 0.12% |
| 89 | ARGENX SE | ARGX | 16,200 | $6.1M | 0.12% |
| 90 | NEUROPACE INC | NPCE | 4,012,281 | $6.0M | 0.11% |
| 91 | CORVUS PHARMACEUTICALS INC | CRVS | 6,943,654 | $5.9M | 0.11% |
| 92 | X4 PHARMACEUTICALS INC | XFOR | 5,817,726 | $5.8M | 0.11% |
| 93 | VIGIL NEUROSCIENCE INC | 92673K108 | 448,891 | $5.6M | 0.11% |
| 94 | BIONTECH SE | BNTX | 36,300 | $5.5M | 0.10% |
| 95 | SANOFI | SNYNF | 100,000 | $4.8M | 0.09% |
| 96 | GALECTO INC | 36322Q107 | 4,090,937 | $4.7M | 0.09% |
| 97 | SYNLOGIC INC | SYBX | 6,029,995 | $4.6M | 0.09% |
| 98 | NEXTCURE INC | NXTC | 2,711,013 | $3.8M | 0.07% |
| 99 | AMNEAL PHARMACEUTICALS INC | AMRX | 1,583,490 | $3.2M | 0.06% |
| 100 | ACUTUS MED INC | 005111109 | 2,648,386 | $3.0M | 0.06% |
| 101 | BIOATLA INC | BCAB | 332,372 | $2.7M | 0.05% |
| 102 | APPLIED THERAPEUTICS INC | 03828A101 | 3,050,921 | $2.3M | 0.04% |
| 103 | PROTARA THERAPEUTICS INC | TARA | 830,641 | $2.2M | 0.04% |
| 104 | GRAYBUG VISION INC | 38942Q103 | 4,163,347 | $2.1M | 0.04% |
| 105 | GOODRX HLDGS INC | GDRX | 387,567 | $1.8M | 0.03% |
| 106 | EYEPOINT PHARMACEUTICALS INC | EYPT | 487,642 | $1.7M | 0.03% |
| 107 | CYBIN INC | HELP | 5,386,299 | $1.7M | 0.03% |
| 108 | PYXIS ONCOLOGY INC | PYXS | 848,252 | $1.1M | 0.02% |
| 109 | HARPOON THERAPEUTICS INC | 41358P106 | 1,516,496 | $1.1M | 0.02% |
| 110 | SINGULAR GENOMICS SYSTEMS IN | 82933R100 | 540,697 | $1.1M | 0.02% |
| 111 | BOLT BIOTHERAPEUTICS INC | BOLT | 771,059 | $1.0M | 0.02% |
| 112 | ESSA PHARMA INC | 29668H708 | 365,300 | $920,556 | 0.02% |
| 113 | MERRIMACK PHARMACEUTICALS IN | 590328209 | 73,600 | $843,456 | 0.02% |
| 114 | AEGLEA BIOTHERAPEUTICS INC | 00773J103 | 1,797,221 | $808,570 | 0.02% |
| 115 | BIOMX INC | PHGE | 2,813,489 | $525,278 | 0.01% |
| 116 | MONTE ROSA THERAPEUTICS INC | GLUE | 27,369 | $208,278 | 0.00% |