13F HOLDINGS REPORT
ORBIMED ADVISORS LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001172661-24-002506
Total Value
$5.46B
Positions
115
Other Managers
1
Confidential Omitted
No
Holdings (115)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SINOVAC BIOTECH LTD | SVA | 2,718,735 | $340.0M | 6.23% |
| 2 | ELI LILLY & CO | LLY | 360,800 | $280.7M | 5.14% |
| 3 | EDGEWISE THERAPEUTICS INC | EWTX | 15,021,721 | $274.0M | 5.02% |
| 4 | BOSTON SCIENTIFIC CORP | BSX | 3,273,000 | $224.2M | 4.11% |
| 5 | INTUITIVE SURGICAL INC | ISRG | 493,100 | $196.8M | 3.60% |
| 6 | BIOGEN INC | BIIB | 900,900 | $194.3M | 3.56% |
| 7 | MERCK & CO INC | MRK | 1,316,000 | $173.6M | 3.18% |
| 8 | JANUX THERAPEUTICS INC | JANX | 4,275,553 | $161.0M | 2.95% |
| 9 | ENLIVEN THERAPEUTICS INC | ELVN | 8,998,338 | $158.3M | 2.90% |
| 10 | TENET HEALTHCARE CORP | THC | 1,173,300 | $123.3M | 2.26% |
| 11 | BIOMARIN PHARMACEUTICAL INC | BMRN | 1,278,500 | $111.7M | 2.05% |
| 12 | ALPINE IMMUNE SCIENCES INC | 02083G100 | 2,680,496 | $106.3M | 1.95% |
| 13 | DISC MEDICINE INC | IRON | 1,702,237 | $106.0M | 1.94% |
| 14 | STRYKER CORPORATION | SYK | 269,000 | $96.3M | 1.76% |
| 15 | ARS PHARMACEUTICALS INC | SPRY | 9,240,887 | $94.4M | 1.73% |
| 16 | SAREPTA THERAPEUTICS INC | SRPT | 697,500 | $90.3M | 1.65% |
| 17 | IONIS PHARMACEUTICALS INC | IONS | 2,013,033 | $87.3M | 1.60% |
| 18 | ELEVANCE HEALTH INC | ELV | 168,100 | $87.2M | 1.60% |
| 19 | XTANT MED HLDGS INC | 98420P308 | 73,114,592 | $85.5M | 1.57% |
| 20 | EVOLENT HEALTH INC | EVH | 2,605,615 | $85.4M | 1.56% |
| 21 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 1,707,331 | $84.0M | 1.54% |
| 22 | KEROS THERAPEUTICS INC | KROS | 1,268,734 | $84.0M | 1.54% |
| 23 | NATERA INC | NTRA | 899,431 | $82.3M | 1.51% |
| 24 | THERMO FISHER SCIENTIFIC INC | TMO | 132,000 | $76.7M | 1.41% |
| 25 | APELLIS PHARMACEUTICALS INC | APLS | 1,297,800 | $76.3M | 1.40% |
| 26 | VAXCYTE INC | PCVX | 1,066,131 | $72.8M | 1.33% |
| 27 | CRINETICS PHARMACEUTICALS IN | CRNX | 1,385,000 | $64.8M | 1.19% |
| 28 | SCHOLAR ROCK HLDG CORP | SRRK | 3,574,632 | $63.5M | 1.16% |
| 29 | ARGENX SE | ARGX | 151,600 | $59.7M | 1.09% |
| 30 | ICON PLC | ICLR | 174,100 | $58.5M | 1.07% |
| 31 | NEUROCRINE BIOSCIENCES INC | NBIX | 423,100 | $58.4M | 1.07% |
| 32 | VERONA PHARMA PLC | 925050106 | 3,398,067 | $54.7M | 1.00% |
| 33 | THIRD HARMONIC BIO INC | 88427A107 | 5,779,071 | $54.6M | 1.00% |
| 34 | ARRIVENT BIOPHARMA INC | AVBP | 3,027,328 | $54.1M | 0.99% |
| 35 | NEUROPACE INC | NPCE | 4,003,967 | $52.9M | 0.97% |
| 36 | SI-BONE INC | SIBN | 3,174,521 | $52.0M | 0.95% |
| 37 | PRELUDE THERAPEUTICS INC | PRLD | 10,909,256 | $51.7M | 0.95% |
| 38 | VERTEX PHARMACEUTICALS INC | VRTX | 122,700 | $51.3M | 0.94% |
| 39 | TERNS PHARMACEUTICALS INC | TERN | 7,619,135 | $50.0M | 0.92% |
| 40 | CYTOKINETICS INC | CYTK | 682,700 | $47.9M | 0.88% |
| 41 | APOGEE THERAPEUTICS INC | APGE | 718,901 | $47.8M | 0.87% |
| 42 | COMPASS THERAPEUTICS INC | CMPX | 22,362,850 | $44.3M | 0.81% |
| 43 | GERON CORP | GERN | 12,893,611 | $42.5M | 0.78% |
| 44 | SYNDAX PHARMACEUTICALS INC | SNDX | 1,749,000 | $41.6M | 0.76% |
| 45 | Q32 BIO INC | QTTB | 2,252,987 | $38.4M | 0.70% |
| 46 | ESPERION THERAPEUTICS INC NE | ESPR | 13,708,731 | $36.7M | 0.67% |
| 47 | UNITEDHEALTH GROUP INC | UNH | 70,000 | $34.6M | 0.63% |
| 48 | RHYTHM PHARMACEUTICALS INC | RYTM | 704,842 | $30.5M | 0.56% |
| 49 | ALX ONCOLOGY HLDGS INC | ALXO | 2,717,970 | $30.3M | 0.56% |
| 50 | VERA THERAPEUTICS INC | VERA | 675,872 | $29.1M | 0.53% |
| 51 | PRAXIS PRECISION MEDICINES I | PRAX | 460,512 | $28.1M | 0.51% |
| 52 | HERON THERAPEUTICS INC | HRTX | 10,111,550 | $28.0M | 0.51% |
| 53 | SCPHARMACEUTICALS INC | 810648105 | 5,559,528 | $27.9M | 0.51% |
| 54 | ACELYRIN INC | 00445A100 | 4,001,711 | $27.0M | 0.49% |
| 55 | PRELUDE THERAPEUTICS INC | 000000000 | 5,680,186 | $26.9M | 0.49% |
| 56 | ADICET BIO INC | ACET | 11,447,140 | $26.9M | 0.49% |
| 57 | MINERALYS THERAPEUTICS INC | MLYS | 2,021,424 | $26.1M | 0.48% |
| 58 | AVIDITY BIOSCIENCES INC | 05370A108 | 994,100 | $25.4M | 0.46% |
| 59 | XENON PHARMACEUTICALS INC | XENE | 550,000 | $23.7M | 0.43% |
| 60 | REGENERON PHARMACEUTICALS | REGN | 22,800 | $21.9M | 0.40% |
| 61 | KINNATE BIOPHARMA INC | 49705R105 | 8,009,729 | $21.3M | 0.39% |
| 62 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 739,651 | $21.2M | 0.39% |
| 63 | NEUMORA THERAPEUTICS INC. | NMRA | 1,500,000 | $20.6M | 0.38% |
| 64 | DYNE THERAPEUTICS INC | DYN | 708,400 | $20.1M | 0.37% |
| 65 | MORPHIC HLDG INC | 61775R105 | 558,500 | $19.7M | 0.36% |
| 66 | DEXCOM INC | DXCM | 140,300 | $19.5M | 0.36% |
| 67 | ABCELLERA BIOLOGICS INC | ABCL | 4,180,768 | $18.9M | 0.35% |
| 68 | IMMATICS N.V | IMTX | 1,769,708 | $18.6M | 0.34% |
| 69 | VERASTEM INC | VSTM | 1,529,115 | $18.0M | 0.33% |
| 70 | AMGEN INC | AMGN | 63,400 | $18.0M | 0.33% |
| 71 | AEROVATE THERAPEUTICS INC | 008064107 | 565,374 | $16.7M | 0.31% |
| 72 | TELA BIO INC | TELA | 2,835,542 | $16.1M | 0.29% |
| 73 | REPARE THERAPEUTICS INC | 760273102 | 3,322,488 | $15.6M | 0.29% |
| 74 | PASSAGE BIO INC | PASG | 10,124,576 | $13.7M | 0.25% |
| 75 | TYRA BIOSCIENCES INC | TYRA | 768,638 | $12.6M | 0.23% |
| 76 | CORVUS PHARMACEUTICALS INC | CRVS | 6,943,654 | $12.4M | 0.23% |
| 77 | INVIVYD INC | IVVD | 2,690,300 | $11.9M | 0.22% |
| 78 | PMV PHARMACEUTICALS INC | PMVP | 6,475,291 | $11.0M | 0.20% |
| 79 | VENTYX BIOSCIENCES INC | 92332V107 | 1,870,456 | $10.3M | 0.19% |
| 80 | FATE THERAPEUTICS INC | FATE | 1,355,352 | $9.9M | 0.18% |
| 81 | X4 PHARMACEUTICALS INC | XFOR | 7,133,515 | $9.9M | 0.18% |
| 82 | EXACT SCIENCES CORP | 30063P105 | 140,400 | $9.7M | 0.18% |
| 83 | IKENA ONCOLOGY INC | 000000000 | 6,368,587 | $9.0M | 0.17% |
| 84 | CULLINAN ONCOLOGY INC | CGEM | 517,606 | $8.8M | 0.16% |
| 85 | APELLIS PHARMACEUTICALS INC | APLS | 150,000 | $8.8M | 0.16% |
| 86 | NKARTA INC | NKTX | 800,000 | $8.6M | 0.16% |
| 87 | LEXICON PHARMACEUTICALS INC | LXRX | 3,542,000 | $8.5M | 0.16% |
| 88 | 10X GENOMICS INC | TXG | 225,200 | $8.5M | 0.15% |
| 89 | TURNSTONE BIOLOGICS CORP | 90042W100 | 3,099,265 | $8.1M | 0.15% |
| 90 | PERSPECTIVE THERAPEUTICS INC | CATX | 6,505,800 | $7.7M | 0.14% |
| 91 | CYTOMX THERAPEUTICS INC | CTMX | 3,544,578 | $7.7M | 0.14% |
| 92 | AMICUS THERAPEUTICS INC | FOLD | 570,300 | $6.7M | 0.12% |
| 93 | KRYSTAL BIOTECH INC | KRYS | 37,166 | $6.6M | 0.12% |
| 94 | VIR BIOTECHNOLOGY INC | VIR | 640,000 | $6.5M | 0.12% |
| 95 | APOLLOMICS INC | APLMW | 8,565,456 | $6.4M | 0.12% |
| 96 | INSPIREMD INC | NSPR | 2,133,405 | $5.1M | 0.09% |
| 97 | IKENA ONCOLOGY INC | 45175G108 | 3,539,358 | $5.0M | 0.09% |
| 98 | ELEVATION ONCOLOGY INC | 28623U101 | 941,275 | $4.8M | 0.09% |
| 99 | PROGYNY INC | PGNY | 113,300 | $4.3M | 0.08% |
| 100 | SI-BONE INC | SIBN | 250,000 | $4.1M | 0.07% |
| 101 | ORIC PHARMACEUTICALS INC | ORIC | 287,100 | $3.9M | 0.07% |
| 102 | MILESTONE PHARMACEUTICALS IN | MIST | 2,000,000 | $3.6M | 0.07% |
| 103 | NEXTCURE INC | NXTC | 1,141,200 | $2.5M | 0.05% |
| 104 | BOLT BIOTHERAPEUTICS INC | BOLT | 1,541,000 | $2.2M | 0.04% |
| 105 | BIOMX INC | PHGE | 4,517,589 | $2.0M | 0.04% |
| 106 | CHEMOMAB THERAPEUTICS LTD | CMMB | 2,241,274 | $1.7M | 0.03% |
| 107 | KEZAR LIFE SCIENCES INC | KZR | 1,927,000 | $1.7M | 0.03% |
| 108 | VIGIL NEUROSCIENCE INC | 92673K108 | 448,891 | $1.5M | 0.03% |
| 109 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 113,500 | $1.4M | 0.03% |
| 110 | CALCIMEDICA INC | CALC | 297,380 | $1.2M | 0.02% |
| 111 | YS BIOPHARMA CO LTD | G9845F109 | 1,534,430 | $1.1M | 0.02% |
| 112 | ACUTUS MED INC | 005111109 | 2,648,386 | $497,897 | 0.01% |
| 113 | LYELL IMMUNOPHARMA INC | LYEL | 199,500 | $444,885 | 0.01% |
| 114 | SINGULAR GENOMICS SYSTEMS IN | 82933R100 | 540,697 | $278,026 | 0.01% |
| 115 | XERIS BIOPHARMA HOLDINGS INC | XERS | 80,420 | $177,728 | 0.00% |