13F HOLDINGS REPORT
ORBIMED ADVISORS LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002323
Total Value
$5.09B
Positions
125
Other Managers
1
Confidential Omitted
No
Holdings (125)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SINOVAC BIOTECH LTD | SVA | 2,718,735 | $340.0M | 6.67% |
| 2 | ENLIVEN THERAPEUTICS INC | ELVN | 8,996,213 | $197.0M | 3.87% |
| 3 | BOSTON SCIENTIFIC CORP | BSX | 3,790,000 | $189.6M | 3.72% |
| 4 | HUMANA INC | HUM | 348,700 | $169.3M | 3.32% |
| 5 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 2,340,000 | $162.2M | 3.18% |
| 6 | INTUITIVE SURGICAL INC | ISRG | 620,500 | $158.5M | 3.11% |
| 7 | BIOMARIN PHARMACEUTICAL INC | BMRN | 1,615,210 | $157.1M | 3.08% |
| 8 | THESEUS PHARMACEUTICALS INC | 88369M101 | 17,233,668 | $153.0M | 3.00% |
| 9 | BIOGEN INC | BIIB | 505,000 | $140.4M | 2.76% |
| 10 | UNITEDHEALTH GROUP INC | UNH | 276,000 | $130.4M | 2.56% |
| 11 | SAREPTA THERAPEUTICS INC | SRPT | 865,100 | $119.2M | 2.34% |
| 12 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 4,498,900 | $115.8M | 2.27% |
| 13 | STRYKER CORPORATION | SYK | 367,600 | $104.9M | 2.06% |
| 14 | EDGEWISE THERAPEUTICS INC | EWTX | 14,567,176 | $97.2M | 1.91% |
| 15 | EVOLENT HEALTH INC | EVH | 2,895,632 | $94.0M | 1.84% |
| 16 | TERNS PHARMACEUTICALS INC | TERN | 7,619,135 | $90.2M | 1.77% |
| 17 | VERONA PHARMA PLC | 925050106 | 4,260,691 | $85.6M | 1.68% |
| 18 | THERMO FISHER SCIENTIFIC INC | TMO | 147,800 | $85.2M | 1.67% |
| 19 | IONIS PHARMACEUTICALS INC | IONS | 2,124,500 | $75.9M | 1.49% |
| 20 | COMPASS THERAPEUTICS INC | CMPX | 22,362,850 | $73.1M | 1.44% |
| 21 | TENET HEALTHCARE CORP | THC | 1,220,300 | $72.5M | 1.42% |
| 22 | KEROS THERAPEUTICS INC | KROS | 1,679,417 | $71.7M | 1.41% |
| 23 | LILLY ELI & CO | LLY | 186,000 | $63.9M | 1.25% |
| 24 | CRINETICS PHARMACEUTICALS IN | CRNX | 3,950,796 | $63.4M | 1.25% |
| 25 | BAXTER INTL INC | 071813109 | 1,562,000 | $63.4M | 1.24% |
| 26 | APELLIS PHARMACEUTICALS INC | APLS | 910,200 | $60.0M | 1.18% |
| 27 | SI-BONE INC | SIBN | 2,919,454 | $57.4M | 1.13% |
| 28 | PRELUDE THERAPEUTICS INC | PRLD | 10,039,691 | $57.2M | 1.12% |
| 29 | ARS PHARMACEUTICALS INC | SPRY | 8,740,887 | $56.9M | 1.12% |
| 30 | VERTEX PHARMACEUTICALS INC | VRTX | 177,600 | $56.0M | 1.10% |
| 31 | NATERA INC | NTRA | 973,581 | $54.1M | 1.06% |
| 32 | EDWARDS LIFESCIENCES CORP | EW | 630,000 | $52.1M | 1.02% |
| 33 | SCPHARMACEUTICALS INC | 810648105 | 5,559,528 | $50.4M | 0.99% |
| 34 | NEUROCRINE BIOSCIENCES INC | NBIX | 489,000 | $49.5M | 0.97% |
| 35 | DISC MEDICINE INC | IRON | 2,269,637 | $48.1M | 0.94% |
| 36 | CHINOOK THERAPEUTICS INC | 16961L106 | 2,029,300 | $47.0M | 0.92% |
| 37 | XTANT MED HLDGS INC | 98420P308 | 73,114,592 | $46.6M | 0.92% |
| 38 | VECTIVBIO HLDG AG | H9060V101 | 5,156,561 | $43.9M | 0.86% |
| 39 | ADICET BIO INC | ACET | 7,447,140 | $42.9M | 0.84% |
| 40 | UNIQURE NV | QURE | 2,064,455 | $41.6M | 0.82% |
| 41 | XENON PHARMACEUTICALS INC | XENE | 1,149,100 | $41.1M | 0.81% |
| 42 | TRAVERE THERAPEUTICS INC | TVTX | 1,744,300 | $39.2M | 0.77% |
| 43 | MERSANA THERAPEUTICS INC | 59045L106 | 9,011,437 | $37.0M | 0.73% |
| 44 | BELLUS HEALTH INC NEW | 07987C204 | 5,108,900 | $36.8M | 0.72% |
| 45 | SYNDAX PHARMACEUTICALS INC | SNDX | 1,711,675 | $36.2M | 0.71% |
| 46 | JANUX THERAPEUTICS INC | JANX | 2,836,386 | $34.3M | 0.67% |
| 47 | MIRATI THERAPEUTICS INC | 60468T105 | 913,650 | $34.0M | 0.67% |
| 48 | PROGYNY INC | PGNY | 1,037,912 | $33.3M | 0.65% |
| 49 | REPARE THERAPEUTICS INC | 760273102 | 3,322,488 | $32.7M | 0.64% |
| 50 | PRELUDE THERAPEUTICS INC | 000000000 | 5,680,186 | $32.4M | 0.64% |
| 51 | TELA BIO INC | TELA | 3,027,542 | $32.2M | 0.63% |
| 52 | KINNATE BIOPHARMA INC | 49705R105 | 5,143,629 | $32.1M | 0.63% |
| 53 | ABCELLERA BIOLOGICS INC | ABCL | 4,180,768 | $31.5M | 0.62% |
| 54 | ALPINE IMMUNE SCIENCES INC | 02083G100 | 4,081,592 | $31.5M | 0.62% |
| 55 | PMV PHARMACEUTICALS INC | PMVP | 6,563,077 | $31.3M | 0.61% |
| 56 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 4,707,458 | $28.8M | 0.56% |
| 57 | VAXCYTE INC | PCVX | 729,439 | $27.3M | 0.54% |
| 58 | R1 RCM INC | 77634L105 | 1,750,000 | $26.3M | 0.52% |
| 59 | 2SEVENTY BIO INC | 901384107 | 2,391,628 | $24.4M | 0.48% |
| 60 | AMYLYX PHARMACEUTICALS INC | AMLX | 813,500 | $23.9M | 0.47% |
| 61 | THIRD HARMONIC BIO INC | 88427A107 | 5,779,071 | $23.8M | 0.47% |
| 62 | RAPT THERAPEUTICS INC | 75382E109 | 1,251,070 | $23.0M | 0.45% |
| 63 | HORIZON THERAPEUTICS PUB L | G46188101 | 200,000 | $21.8M | 0.43% |
| 64 | IKENA ONCOLOGY INC | 000000000 | 6,215,466 | $21.4M | 0.42% |
| 65 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 1,914,479 | $21.1M | 0.41% |
| 66 | SPDR SER TR | 78464A870 | 274,000 | $20.9M | 0.41% |
| 67 | RXSIGHT INC | RXST | 1,202,833 | $20.1M | 0.39% |
| 68 | REGENERON PHARMACEUTICALS | REGN | 24,000 | $19.7M | 0.39% |
| 69 | VENTYX BIOSCIENCES INC | 92332V107 | 585,000 | $19.6M | 0.38% |
| 70 | NEUROPACE INC | NPCE | 4,012,281 | $18.6M | 0.37% |
| 71 | AMGEN INC | AMGN | 76,700 | $18.5M | 0.36% |
| 72 | GRACELL BIOTECHNOLOGIES INC | 38406L103 | 9,497,774 | $17.7M | 0.35% |
| 73 | KEZAR LIFE SCIENCES INC | KZR | 5,463,000 | $17.1M | 0.34% |
| 74 | ARGENX SE | ARGX | 44,500 | $16.6M | 0.33% |
| 75 | APOLLOMICS INC | APLMW | 662,561 | $16.0M | 0.31% |
| 76 | AEROVATE THERAPEUTICS INC | 008064107 | 756,930 | $15.3M | 0.30% |
| 77 | DECIBEL THERAPEUTICS INC | 24343R106 | 4,945,192 | $14.9M | 0.29% |
| 78 | BAXTER INTL INC | 071813109 | 350,000 | $14.2M | 0.28% |
| 79 | GH RESEARCH PLC | GHRS | 1,659,015 | $13.3M | 0.26% |
| 80 | AMICUS THERAPEUTICS INC | FOLD | 1,171,000 | $13.0M | 0.25% |
| 81 | ALX ONCOLOGY HLDGS INC | ALXO | 2,871,000 | $13.0M | 0.25% |
| 82 | BRIDGEBIO PHARMA INC | BBIO | 20,000,000 | $12.9M | 0.25% |
| 83 | FUSION PHARMACEUTICALS INC | 36118A100 | 3,122,770 | $11.8M | 0.23% |
| 84 | IKENA ONCOLOGY INC | 45175G108 | 3,186,166 | $11.0M | 0.22% |
| 85 | GOODRX HLDGS INC | GDRX | 1,700,000 | $10.6M | 0.21% |
| 86 | VERA THERAPEUTICS INC | VERA | 1,362,400 | $10.6M | 0.21% |
| 87 | BIOATLA INC | BCAB | 3,861,000 | $10.3M | 0.20% |
| 88 | SAREPTA THERAPEUTICS INC | SRPT | 75,000 | $10.3M | 0.20% |
| 89 | BRIDGEBIO PHARMA INC | BBIO | 12,500,000 | $9.5M | 0.19% |
| 90 | PASSAGE BIO INC | PASG | 8,931,999 | $8.6M | 0.17% |
| 91 | GALECTO INC | 36322Q107 | 4,090,937 | $8.1M | 0.16% |
| 92 | ORIC PHARMACEUTICALS INC | ORIC | 1,374,468 | $7.8M | 0.15% |
| 93 | SPDR SER TR | 78464A870 | 100,000 | $7.6M | 0.15% |
| 94 | PROTAGONIST THERAPEUTICS INC | PTGX | 301,000 | $6.9M | 0.14% |
| 95 | YS BIOPHARMA CO LTD | G9845F109 | 4,298,464 | $6.9M | 0.14% |
| 96 | VERASTEM INC | VSTM | 16,503,237 | $6.9M | 0.13% |
| 97 | IMMATICS N.V | IMTX | 947,248 | $6.5M | 0.13% |
| 98 | INVIVYD INC | IVVD | 5,270,400 | $6.3M | 0.12% |
| 99 | CORVUS PHARMACEUTICALS INC | CRVS | 6,943,654 | $6.3M | 0.12% |
| 100 | CULLINAN ONCOLOGY INC | CGEM | 605,387 | $6.2M | 0.12% |
| 101 | INTELLIA THERAPEUTICS INC | NTLA | 164,627 | $6.1M | 0.12% |
| 102 | MIRATI THERAPEUTICS INC | 60468T105 | 150,000 | $5.6M | 0.11% |
| 103 | MEREO BIOPHARMA GROUP PLC | MREO | 7,747,891 | $5.5M | 0.11% |
| 104 | HORIZON THERAPEUTICS PUB L | G46188101 | 50,000 | $5.5M | 0.11% |
| 105 | X4 PHARMACEUTICALS INC | XFOR | 5,817,726 | $5.1M | 0.10% |
| 106 | VIGIL NEUROSCIENCE INC | 92673K108 | 448,891 | $4.4M | 0.09% |
| 107 | SCHOLAR ROCK HLDG CORP | SRRK | 515,000 | $4.1M | 0.08% |
| 108 | NEXTCURE INC | NXTC | 2,711,013 | $4.0M | 0.08% |
| 109 | SYNLOGIC INC | SYBX | 6,029,995 | $3.8M | 0.07% |
| 110 | CHEMOMAB THERAPEUTICS LTD | CMMB | 2,241,274 | $3.6M | 0.07% |
| 111 | ESSA PHARMA INC | 29668H708 | 1,198,337 | $3.6M | 0.07% |
| 112 | PROTARA THERAPEUTICS INC | TARA | 793,558 | $2.5M | 0.05% |
| 113 | BOLT BIOTHERAPEUTICS INC | BOLT | 1,541,000 | $2.1M | 0.04% |
| 114 | ACUTUS MED INC | 005111109 | 2,648,386 | $2.0M | 0.04% |
| 115 | REVANCE THERAPEUTICS INC | 761330109 | 50,000 | $1.6M | 0.03% |
| 116 | HERON THERAPEUTICS INC | HRTX | 802,700 | $1.2M | 0.02% |
| 117 | BIOMX INC | PHGE | 3,161,489 | $964,254 | 0.02% |
| 118 | MERSANA THERAPEUTICS INC | 59045L106 | 210,700 | $865,977 | 0.02% |
| 119 | NEKTAR THERAPEUTICS | NKTR | 1,034,059 | $726,840 | 0.01% |
| 120 | SINGULAR GENOMICS SYSTEMS IN | 82933R100 | 540,697 | $654,243 | 0.01% |
| 121 | AEGLEA BIOTHERAPEUTICS INC | 00773J103 | 1,797,221 | $521,194 | 0.01% |
| 122 | HARPOON THERAPEUTICS INC | 41358P106 | 621,218 | $462,310 | 0.01% |
| 123 | ALTIMMUNE INC | ALT | 100,000 | $422,000 | 0.01% |
| 124 | NEKTAR THERAPEUTICS | NKTR | 545,000 | $383,081 | 0.01% |
| 125 | ALTIMMUNE INC | ALT | 50,600 | $213,532 | 0.00% |