13F HOLDINGS REPORT
ORBIMED ADVISORS LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001172661-23-003177
Total Value
$5.52B
Positions
127
Other Managers
1
Confidential Omitted
No
Holdings (127)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SINOVAC BIOTECH LTD | SVA | 2,718,735 | $340.0M | 6.16% |
| 2 | INTUITIVE SURGICAL INC | ISRG | 620,500 | $212.2M | 3.84% |
| 3 | ENLIVEN THERAPEUTICS INC | ELVN | 8,998,338 | $183.7M | 3.33% |
| 4 | BOSTON SCIENTIFIC CORP | BSX | 3,379,900 | $182.8M | 3.31% |
| 5 | THESEUS PHARMACEUTICALS INC | 88369M101 | 17,233,668 | $160.8M | 2.91% |
| 6 | BIOGEN INC | BIIB | 556,800 | $158.6M | 2.87% |
| 7 | HUMANA INC | HUM | 348,700 | $155.9M | 2.83% |
| 8 | BAXTER INTL INC | 071813109 | 3,375,000 | $153.8M | 2.79% |
| 9 | BIOMARIN PHARMACEUTICAL INC | BMRN | 1,615,210 | $140.0M | 2.54% |
| 10 | UNITEDHEALTH GROUP INC | UNH | 244,000 | $117.3M | 2.12% |
| 11 | EDGEWISE THERAPEUTICS INC | EWTX | 14,567,176 | $112.9M | 2.05% |
| 12 | ACELYRIN INC | 00445A100 | 5,326,302 | $111.3M | 2.02% |
| 13 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 4,178,588 | $109.6M | 1.99% |
| 14 | DISC MEDICINE INC | IRON | 2,269,637 | $100.8M | 1.83% |
| 15 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 1,488,000 | $95.2M | 1.72% |
| 16 | IONIS PHARMACEUTICALS INC | IONS | 2,169,500 | $89.0M | 1.61% |
| 17 | UNITED THERAPEUTICS CORP DEL | UTHR | 401,900 | $88.7M | 1.61% |
| 18 | EVOLENT HEALTH INC | EVH | 2,895,632 | $87.7M | 1.59% |
| 19 | VECTIVBIO HLDG AG | H9060V101 | 5,156,561 | $87.7M | 1.59% |
| 20 | LILLY ELI & CO | LLY | 186,000 | $87.2M | 1.58% |
| 21 | THERMO FISHER SCIENTIFIC INC | TMO | 162,800 | $84.9M | 1.54% |
| 22 | APELLIS PHARMACEUTICALS INC | APLS | 910,200 | $82.9M | 1.50% |
| 23 | STRYKER CORPORATION | SYK | 271,400 | $82.8M | 1.50% |
| 24 | VERONA PHARMA PLC | 925050106 | 3,777,778 | $79.9M | 1.45% |
| 25 | TENET HEALTHCARE CORP | THC | 960,500 | $78.2M | 1.42% |
| 26 | SAREPTA THERAPEUTICS INC | SRPT | 654,000 | $74.9M | 1.36% |
| 27 | MADRIGAL PHARMACEUTICALS INC | MDGL | 321,569 | $74.3M | 1.35% |
| 28 | CRINETICS PHARMACEUTICALS IN | CRNX | 3,950,796 | $71.2M | 1.29% |
| 29 | COMPASS THERAPEUTICS INC | CMPX | 22,362,850 | $71.1M | 1.29% |
| 30 | XTANT MED HLDGS INC | 98420P308 | 73,114,592 | $68.0M | 1.23% |
| 31 | TERNS PHARMACEUTICALS INC | TERN | 7,619,135 | $66.7M | 1.21% |
| 32 | R1 RCM INC | 77634L105 | 3,441,000 | $63.5M | 1.15% |
| 33 | SI-BONE INC | SIBN | 2,292,531 | $61.9M | 1.12% |
| 34 | KEROS THERAPEUTICS INC | KROS | 1,514,734 | $60.9M | 1.10% |
| 35 | ARS PHARMACEUTICALS INC | SPRY | 8,740,887 | $58.6M | 1.06% |
| 36 | VERTEX PHARMACEUTICALS INC | VRTX | 165,400 | $58.2M | 1.05% |
| 37 | SCPHARMACEUTICALS INC | 810648105 | 5,559,528 | $56.7M | 1.03% |
| 38 | SYNDAX PHARMACEUTICALS INC | SNDX | 2,530,240 | $53.0M | 0.96% |
| 39 | VAXCYTE INC | PCVX | 1,007,148 | $50.3M | 0.91% |
| 40 | PRELUDE THERAPEUTICS INC | PRLD | 10,909,256 | $49.1M | 0.89% |
| 41 | EDWARDS LIFESCIENCES CORP | EW | 515,000 | $48.6M | 0.88% |
| 42 | NATERA INC | NTRA | 973,581 | $47.4M | 0.86% |
| 43 | NEUROCRINE BIOSCIENCES INC | NBIX | 489,000 | $46.1M | 0.84% |
| 44 | THE CIGNA GROUP | 125523100 | 161,000 | $45.2M | 0.82% |
| 45 | XENON PHARMACEUTICALS INC | XENE | 1,096,000 | $42.2M | 0.76% |
| 46 | ALPINE IMMUNE SCIENCES INC | 02083G100 | 4,081,592 | $42.0M | 0.76% |
| 47 | PMV PHARMACEUTICALS INC | PMVP | 6,563,077 | $41.1M | 0.74% |
| 48 | IKENA ONCOLOGY INC | 000000000 | 6,215,466 | $40.8M | 0.74% |
| 49 | ZIMMER BIOMET HOLDINGS INC | ZBH | 245,000 | $35.7M | 0.65% |
| 50 | REPARE THERAPEUTICS INC | 760273102 | 3,322,488 | $35.2M | 0.64% |
| 51 | GRACELL BIOTECHNOLOGIES INC | 38406L103 | 9,033,726 | $34.4M | 0.62% |
| 52 | JANUX THERAPEUTICS INC | JANX | 2,836,386 | $33.7M | 0.61% |
| 53 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 4,707,458 | $33.1M | 0.60% |
| 54 | MIRATI THERAPEUTICS INC | 60468T105 | 913,650 | $33.0M | 0.60% |
| 55 | HORIZON THERAPEUTICS PUB L | G46188101 | 316,400 | $32.5M | 0.59% |
| 56 | TRAVERE THERAPEUTICS INC | TVTX | 2,118,100 | $32.5M | 0.59% |
| 57 | TELA BIO INC | TELA | 2,835,542 | $28.7M | 0.52% |
| 58 | AMGEN INC | AMGN | 127,300 | $28.3M | 0.51% |
| 59 | VERA THERAPEUTICS INC | VERA | 1,756,800 | $28.2M | 0.51% |
| 60 | THIRD HARMONIC BIO INC | 88427A107 | 5,779,071 | $27.8M | 0.50% |
| 61 | ABCELLERA BIOLOGICS INC | ABCL | 4,180,768 | $27.0M | 0.49% |
| 62 | PRELUDE THERAPEUTICS INC | 000000000 | 5,680,186 | $25.6M | 0.46% |
| 63 | KINNATE BIOPHARMA INC | 49705R105 | 8,009,729 | $24.3M | 0.44% |
| 64 | 2SEVENTY BIO INC | 901384107 | 2,391,628 | $24.2M | 0.44% |
| 65 | MERSANA THERAPEUTICS INC | 59045L106 | 7,214,937 | $23.7M | 0.43% |
| 66 | UNIQURE NV | QURE | 2,064,455 | $23.7M | 0.43% |
| 67 | RAPT THERAPEUTICS INC | 75382E109 | 1,251,070 | $23.4M | 0.42% |
| 68 | AMICUS THERAPEUTICS INC | FOLD | 1,856,400 | $23.3M | 0.42% |
| 69 | ALX ONCOLOGY HLDGS INC | ALXO | 2,871,000 | $21.6M | 0.39% |
| 70 | IKENA ONCOLOGY INC | 45175G108 | 3,186,166 | $20.9M | 0.38% |
| 71 | ADICET BIO INC | ACET | 8,322,140 | $20.2M | 0.37% |
| 72 | DECIBEL THERAPEUTICS INC | 24343R106 | 4,945,192 | $19.0M | 0.34% |
| 73 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 1,914,479 | $18.2M | 0.33% |
| 74 | NEUROPACE INC | NPCE | 4,012,281 | $18.0M | 0.33% |
| 75 | VENTYX BIOSCIENCES INC | 92332V107 | 540,984 | $17.7M | 0.32% |
| 76 | CORVUS PHARMACEUTICALS INC | CRVS | 6,943,654 | $15.9M | 0.29% |
| 77 | FUSION PHARMACEUTICALS INC | 36118A100 | 3,122,770 | $14.6M | 0.26% |
| 78 | X4 PHARMACEUTICALS INC | XFOR | 7,133,515 | $13.8M | 0.25% |
| 79 | BAXTER INTL INC | 071813109 | 300,000 | $13.7M | 0.25% |
| 80 | KEZAR LIFE SCIENCES INC | KZR | 5,463,000 | $13.4M | 0.24% |
| 81 | AEROVATE THERAPEUTICS INC | 008064107 | 756,930 | $13.0M | 0.24% |
| 82 | ARGENX SE | ARGX | 32,600 | $12.7M | 0.23% |
| 83 | MORPHIC HLDG INC | 61775R105 | 208,500 | $12.0M | 0.22% |
| 84 | VERASTEM INC | VSTM | 1,529,115 | $11.4M | 0.21% |
| 85 | HUMANA INC | HUM | 25,000 | $11.2M | 0.20% |
| 86 | IMMATICS N.V | IMTX | 966,829 | $11.2M | 0.20% |
| 87 | GOODRX HLDGS INC | GDRX | 1,788,600 | $9.9M | 0.18% |
| 88 | REGENERON PHARMACEUTICALS | REGN | 13,500 | $9.7M | 0.18% |
| 89 | GALECTO INC | 36322Q107 | 3,834,237 | $9.7M | 0.18% |
| 90 | PASSAGE BIO INC | PASG | 10,124,576 | $9.5M | 0.17% |
| 91 | AKERO THERAPEUTICS INC | 00973Y108 | 199,500 | $9.3M | 0.17% |
| 92 | BRIDGEBIO PHARMA INC | BBIO | 15,000,000 | $9.3M | 0.17% |
| 93 | ORIC PHARMACEUTICALS INC | ORIC | 1,168,468 | $9.1M | 0.16% |
| 94 | GH RESEARCH PLC | GHRS | 736,315 | $8.7M | 0.16% |
| 95 | TENET HEALTHCARE CORP | THC | 100,000 | $8.1M | 0.15% |
| 96 | GILEAD SCIENCES INC | GILD | 100,000 | $7.7M | 0.14% |
| 97 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 117,000 | $6.0M | 0.11% |
| 98 | YS BIOPHARMA CO LTD | G9845F109 | 4,298,465 | $5.9M | 0.11% |
| 99 | CULLINAN ONCOLOGY INC | CGEM | 544,848 | $5.9M | 0.11% |
| 100 | CUTERA INC | 232109108 | 387,100 | $5.9M | 0.11% |
| 101 | SCHOLAR ROCK HLDG CORP | SRRK | 735,645 | $5.5M | 0.10% |
| 102 | INVIVYD INC | IVVD | 5,270,400 | $5.5M | 0.10% |
| 103 | HORIZON THERAPEUTICS PUB L | G46188101 | 50,000 | $5.1M | 0.09% |
| 104 | NEXTCURE INC | NXTC | 2,711,013 | $4.9M | 0.09% |
| 105 | ALKERMES PLC | ALKS | 151,400 | $4.7M | 0.09% |
| 106 | INSPIREMD INC | NSPR | 1,860,405 | $4.7M | 0.08% |
| 107 | VIGIL NEUROSCIENCE INC | 92673K108 | 448,891 | $4.2M | 0.08% |
| 108 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 117,000 | $4.2M | 0.08% |
| 109 | APOLLOMICS INC | APLMW | 662,561 | $3.8M | 0.07% |
| 110 | BIOATLA INC | BCAB | 1,156,175 | $3.5M | 0.06% |
| 111 | CHEMOMAB THERAPEUTICS LTD | CMMB | 2,241,274 | $2.9M | 0.05% |
| 112 | SYNLOGIC INC | SYBX | 6,029,995 | $2.6M | 0.05% |
| 113 | REVANCE THERAPEUTICS INC | 761330109 | 100,000 | $2.5M | 0.05% |
| 114 | ESSA PHARMA INC | 29668H708 | 921,940 | $2.5M | 0.05% |
| 115 | ACUTUS MED INC | 005111109 | 2,648,386 | $2.4M | 0.04% |
| 116 | ELEVATION ONCOLOGY INC | 28623U101 | 1,500,000 | $2.3M | 0.04% |
| 117 | BOLT BIOTHERAPEUTICS INC | BOLT | 1,541,000 | $2.0M | 0.04% |
| 118 | PROTARA THERAPEUTICS INC | TARA | 772,584 | $1.8M | 0.03% |
| 119 | BIOMX INC | PHGE | 4,553,489 | $1.6M | 0.03% |
| 120 | CALCIMEDICA INC | CALC | 297,380 | $1.2M | 0.02% |
| 121 | TG THERAPEUTICS INC | TGTX | 45,800 | $1.1M | 0.02% |
| 122 | HERON THERAPEUTICS INC | HRTX | 802,700 | $931,132 | 0.02% |
| 123 | MERSANA THERAPEUTICS INC | 59045L106 | 250,000 | $822,500 | 0.01% |
| 124 | SINGULAR GENOMICS SYSTEMS IN | 82933R100 | 540,697 | $448,779 | 0.01% |
| 125 | HARPOON THERAPEUTICS INC | 41358P106 | 621,218 | $441,065 | 0.01% |
| 126 | ALTIMMUNE INC | ALT | 100,000 | $353,000 | 0.01% |
| 127 | NEKTAR THERAPEUTICS | NKTR | 515,000 | $296,228 | 0.01% |