13F HOLDINGS REPORT
ORBIMED ADVISORS LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-004019
Total Value
$4.71B
Positions
128
Other Managers
1
Confidential Omitted
No
Holdings (128)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SINOVAC BIOTECH LTD | SVA | 2,718,735 | $340.0M | 7.22% |
| 2 | BOSTON SCIENTIFIC CORP | BSX | 3,306,800 | $174.6M | 3.71% |
| 3 | HUMANA INC | HUM | 342,500 | $166.6M | 3.54% |
| 4 | INTUITIVE SURGICAL INC | ISRG | 499,000 | $145.9M | 3.10% |
| 5 | BIOGEN INC | BIIB | 556,800 | $143.1M | 3.04% |
| 6 | BIOMARIN PHARMACEUTICAL INC | BMRN | 1,615,210 | $142.9M | 3.04% |
| 7 | ENLIVEN THERAPEUTICS INC | ELVN | 8,998,338 | $122.9M | 2.61% |
| 8 | MERCK & CO INC | MRK | 1,055,000 | $108.6M | 2.31% |
| 9 | DISC MEDICINE INC | IRON | 2,269,637 | $106.6M | 2.27% |
| 10 | ELI LILLY & CO | LLY | 186,000 | $99.9M | 2.12% |
| 11 | IONIS PHARMACEUTICALS INC | IONS | 2,169,500 | $98.4M | 2.09% |
| 12 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 3,968,588 | $91.8M | 1.95% |
| 13 | UNITED THERAPEUTICS CORP DEL | UTHR | 401,900 | $90.8M | 1.93% |
| 14 | CRINETICS PHARMACEUTICALS IN | CRNX | 2,896,074 | $86.1M | 1.83% |
| 15 | MIRATI THERAPEUTICS INC | 60468T105 | 1,959,050 | $85.3M | 1.81% |
| 16 | BAXTER INTL INC | 071813109 | 2,239,900 | $84.5M | 1.80% |
| 17 | EDGEWISE THERAPEUTICS INC | EWTX | 14,567,176 | $83.5M | 1.77% |
| 18 | TENET HEALTHCARE CORP | THC | 1,224,400 | $80.7M | 1.71% |
| 19 | XTANT MED HLDGS INC | 98420P308 | 73,114,592 | $80.4M | 1.71% |
| 20 | EVOLENT HEALTH INC | EVH | 2,895,632 | $78.8M | 1.67% |
| 21 | STRYKER CORPORATION | SYK | 269,000 | $73.5M | 1.56% |
| 22 | THERMO FISHER SCIENTIFIC INC | TMO | 143,800 | $72.8M | 1.55% |
| 23 | APOLLOMICS INC | APLMW | 17,993,635 | $67.4M | 1.43% |
| 24 | THE CIGNA GROUP | 125523100 | 231,500 | $66.2M | 1.41% |
| 25 | SAREPTA THERAPEUTICS INC | SRPT | 529,200 | $64.1M | 1.36% |
| 26 | VERONA PHARMA PLC | 925050106 | 3,777,778 | $61.6M | 1.31% |
| 27 | RAYZEBIO INC | 75525N107 | 2,622,909 | $58.2M | 1.24% |
| 28 | VERTEX PHARMACEUTICALS INC | VRTX | 165,400 | $57.5M | 1.22% |
| 29 | ACELYRIN INC | 00445A100 | 5,326,302 | $54.2M | 1.15% |
| 30 | R1 RCM INC | 77634L105 | 3,441,000 | $51.9M | 1.10% |
| 31 | VAXCYTE INC | PCVX | 1,007,148 | $51.3M | 1.09% |
| 32 | ABBVIE INC | ABBV | 330,000 | $49.2M | 1.04% |
| 33 | SI-BONE INC | SIBN | 2,292,531 | $48.7M | 1.03% |
| 34 | KEROS THERAPEUTICS INC | KROS | 1,514,734 | $48.3M | 1.03% |
| 35 | APELLIS PHARMACEUTICALS INC | APLS | 1,260,500 | $47.9M | 1.02% |
| 36 | THESEUS PHARMACEUTICALS INC | 88369M101 | 17,713,600 | $47.6M | 1.01% |
| 37 | NEUROCRINE BIOSCIENCES INC | NBIX | 415,900 | $46.8M | 0.99% |
| 38 | ALPINE IMMUNE SCIENCES INC | 02083G100 | 4,081,592 | $46.7M | 0.99% |
| 39 | COMPASS THERAPEUTICS INC | CMPX | 22,362,850 | $44.1M | 0.94% |
| 40 | NATERA INC | NTRA | 920,581 | $40.7M | 0.87% |
| 41 | PMV PHARMACEUTICALS INC | PMVP | 6,563,077 | $40.3M | 0.86% |
| 42 | REPARE THERAPEUTICS INC | 760273102 | 3,322,488 | $40.1M | 0.85% |
| 43 | SCPHARMACEUTICALS INC | 810648105 | 5,559,528 | $39.6M | 0.84% |
| 44 | NEUROPACE INC | NPCE | 4,012,281 | $39.0M | 0.83% |
| 45 | TERNS PHARMACEUTICALS INC | TERN | 7,619,135 | $38.3M | 0.81% |
| 46 | MADRIGAL PHARMACEUTICALS INC | MDGL | 253,309 | $37.0M | 0.79% |
| 47 | THIRD HARMONIC BIO INC | 88427A107 | 5,779,071 | $36.9M | 0.78% |
| 48 | UNITEDHEALTH GROUP INC | UNH | 70,000 | $35.3M | 0.75% |
| 49 | ARS PHARMACEUTICALS INC | SPRY | 9,240,887 | $34.9M | 0.74% |
| 50 | AMGEN INC | AMGN | 127,300 | $34.2M | 0.73% |
| 51 | PRELUDE THERAPEUTICS INC | PRLD | 10,909,256 | $33.7M | 0.72% |
| 52 | JANUX THERAPEUTICS INC | JANX | 3,317,927 | $33.4M | 0.71% |
| 53 | XENON PHARMACEUTICALS INC | XENE | 958,793 | $32.8M | 0.70% |
| 54 | ICON PLC | ICLR | 132,200 | $32.6M | 0.69% |
| 55 | HORIZON THERAPEUTICS PUB L | G46188101 | 266,400 | $30.8M | 0.65% |
| 56 | APOGEE THERAPEUTICS INC | APGE | 1,427,901 | $30.4M | 0.65% |
| 57 | IKENA ONCOLOGY INC | 000000000 | 6,368,587 | $27.6M | 0.59% |
| 58 | GRACELL BIOTECHNOLOGIES INC | 38406L103 | 9,308,726 | $26.8M | 0.57% |
| 59 | TELA BIO INC | TELA | 2,835,542 | $22.7M | 0.48% |
| 60 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 4,707,458 | $21.4M | 0.45% |
| 61 | NEUMORA THERAPEUTICS INC. | NMRA | 1,500,000 | $21.2M | 0.45% |
| 62 | VERA THERAPEUTICS INC | VERA | 1,518,115 | $20.8M | 0.44% |
| 63 | RAPT THERAPEUTICS INC | 75382E109 | 1,244,945 | $20.7M | 0.44% |
| 64 | ABCELLERA BIOLOGICS INC | ABCL | 4,180,768 | $19.2M | 0.41% |
| 65 | SYNDAX PHARMACEUTICALS INC | SNDX | 1,284,000 | $18.6M | 0.40% |
| 66 | AKERO THERAPEUTICS INC | 00973Y108 | 350,000 | $17.7M | 0.38% |
| 67 | PRELUDE THERAPEUTICS INC | 000000000 | 5,680,186 | $17.6M | 0.37% |
| 68 | ASTRAZENECA PLC | AZN | 250,000 | $16.9M | 0.36% |
| 69 | ARGENX SE | ARGX | 32,600 | $16.0M | 0.34% |
| 70 | SCHOLAR ROCK HLDG CORP | SRRK | 2,033,789 | $14.4M | 0.31% |
| 71 | UNIQURE NV | QURE | 2,064,455 | $13.9M | 0.29% |
| 72 | IKENA ONCOLOGY INC | 45175G108 | 3,186,166 | $13.8M | 0.29% |
| 73 | ALX ONCOLOGY HLDGS INC | ALXO | 2,871,000 | $13.8M | 0.29% |
| 74 | RHYTHM PHARMACEUTICALS INC | RYTM | 583,642 | $13.4M | 0.28% |
| 75 | VERASTEM INC | VSTM | 1,529,115 | $12.4M | 0.26% |
| 76 | TURNSTONE BIOLOGICS CORP | 90042W100 | 3,099,265 | $12.2M | 0.26% |
| 77 | IMMATICS N.V | IMTX | 1,050,200 | $12.2M | 0.26% |
| 78 | VENTYX BIOSCIENCES INC | 92332V107 | 340,384 | $11.8M | 0.25% |
| 79 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 433,651 | $11.7M | 0.25% |
| 80 | ADICET BIO INC | ACET | 8,322,140 | $11.4M | 0.24% |
| 81 | KINNATE BIOPHARMA INC | 49705R105 | 8,009,729 | $11.2M | 0.24% |
| 82 | REGENERON PHARMACEUTICALS | REGN | 13,500 | $11.1M | 0.24% |
| 83 | SEAGEN INC | SE | 50,000 | $10.6M | 0.23% |
| 84 | AEROVATE THERAPEUTICS INC | 008064107 | 756,930 | $10.3M | 0.22% |
| 85 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 1,914,479 | $10.2M | 0.22% |
| 86 | CORVUS PHARMACEUTICALS INC | CRVS | 6,943,654 | $10.1M | 0.22% |
| 87 | SEAGEN INC | SE | 42,600 | $9.0M | 0.19% |
| 88 | GOODRX HLDGS INC | GDRX | 1,595,000 | $9.0M | 0.19% |
| 89 | INVIVYD INC | IVVD | 5,270,400 | $9.0M | 0.19% |
| 90 | FUSION PHARMACEUTICALS INC | 36118A100 | 3,122,770 | $8.1M | 0.17% |
| 91 | X4 PHARMACEUTICALS INC | XFOR | 7,133,515 | $7.8M | 0.17% |
| 92 | GILEAD SCIENCES INC | GILD | 100,000 | $7.5M | 0.16% |
| 93 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 117,000 | $6.7M | 0.14% |
| 94 | PASSAGE BIO INC | PASG | 10,124,576 | $6.7M | 0.14% |
| 95 | KEZAR LIFE SCIENCES INC | KZR | 5,463,000 | $6.5M | 0.14% |
| 96 | KENVUE INC | KVUE | 312,404 | $6.3M | 0.13% |
| 97 | INSPIREMD INC | NSPR | 1,860,405 | $6.1M | 0.13% |
| 98 | ORIC PHARMACEUTICALS INC | ORIC | 893,668 | $5.4M | 0.11% |
| 99 | KENVUE INC | KVUE | 250,000 | $5.0M | 0.11% |
| 100 | CULLINAN ONCOLOGY INC | CGEM | 544,848 | $4.9M | 0.10% |
| 101 | MORPHIC HLDG INC | 61775R105 | 208,500 | $4.8M | 0.10% |
| 102 | DEXCOM INC | DXCM | 50,000 | $4.7M | 0.10% |
| 103 | MIRATI THERAPEUTICS INC | 60468T105 | 100,000 | $4.4M | 0.09% |
| 104 | RELAY THERAPEUTICS INC | RLAY | 501,966 | $4.2M | 0.09% |
| 105 | YS BIOPHARMA CO LTD | G9845F109 | 4,541,422 | $3.6M | 0.08% |
| 106 | CUTERA INC | 232109108 | 603,100 | $3.6M | 0.08% |
| 107 | NEXTCURE INC | NXTC | 2,711,013 | $3.5M | 0.07% |
| 108 | APELLIS PHARMACEUTICALS INC | APLS | 77,500 | $2.9M | 0.06% |
| 109 | ESSA PHARMA INC | 29668H708 | 842,366 | $2.6M | 0.06% |
| 110 | VIGIL NEUROSCIENCE INC | 92673K108 | 448,891 | $2.4M | 0.05% |
| 111 | KARUNA THERAPEUTICS INC | 48576A100 | 14,000 | $2.4M | 0.05% |
| 112 | TELADOC HEALTH INC | TDOC | 110,000 | $2.0M | 0.04% |
| 113 | CHEMOMAB THERAPEUTICS LTD | CMMB | 2,241,274 | $2.0M | 0.04% |
| 114 | ACUTUS MED INC | 005111109 | 2,648,386 | $1.8M | 0.04% |
| 115 | BIOATLA INC | BCAB | 1,009,279 | $1.7M | 0.04% |
| 116 | BIOMX INC | PHGE | 4,553,489 | $1.6M | 0.03% |
| 117 | BOLT BIOTHERAPEUTICS INC | BOLT | 1,541,000 | $1.6M | 0.03% |
| 118 | IMMATICS N.V | IMTX | 125,000 | $1.4M | 0.03% |
| 119 | PROTARA THERAPEUTICS INC | TARA | 772,584 | $1.3M | 0.03% |
| 120 | SYNLOGIC INC | SYBX | 401,998 | $1.1M | 0.02% |
| 121 | ELEVATION ONCOLOGY INC | 28623U101 | 1,500,000 | $993,900 | 0.02% |
| 122 | HERON THERAPEUTICS INC | HRTX | 802,700 | $826,781 | 0.02% |
| 123 | CALCIMEDICA INC | CALC | 297,380 | $790,882 | 0.02% |
| 124 | GALECTO INC | 36322Q107 | 924,788 | $665,385 | 0.01% |
| 125 | XENCOR INC | XNCR | 19,142 | $385,711 | 0.01% |
| 126 | ALTIMMUNE INC | ALT | 100,000 | $260,000 | 0.01% |
| 127 | HARPOON THERAPEUTICS INC | 41358P205 | 62,121 | $250,348 | 0.01% |
| 128 | SINGULAR GENOMICS SYSTEMS IN | 82933R100 | 540,697 | $206,006 | 0.00% |