13F HOLDINGS REPORT
ORBIMED ADVISORS LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001172661-24-003539
Total Value
$5.06B
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 | 6.71% |
| 2 | ELI LILLY & CO | LLY | 337,600 | $305.7M | 6.04% |
| 3 | EDGEWISE THERAPEUTICS INC | EWTX | 15,021,721 | $270.5M | 5.34% |
| 4 | BOSTON SCIENTIFIC CORP | BSX | 3,273,000 | $252.1M | 4.98% |
| 5 | INTUITIVE SURGICAL INC | ISRG | 493,100 | $219.4M | 4.33% |
| 6 | BIOGEN INC | BIIB | 900,900 | $208.8M | 4.12% |
| 7 | ENLIVEN THERAPEUTICS INC | ELVN | 7,959,538 | $186.0M | 3.67% |
| 8 | MERCK & CO INC | MRK | 1,316,000 | $162.9M | 3.22% |
| 9 | TENET HEALTHCARE CORP | THC | 1,173,300 | $156.1M | 3.08% |
| 10 | JANUX THERAPEUTICS INC | JANX | 2,979,828 | $124.8M | 2.46% |
| 11 | IONIS PHARMACEUTICALS INC | IONS | 2,372,333 | $113.1M | 2.23% |
| 12 | SAREPTA THERAPEUTICS INC | SRPT | 646,000 | $102.1M | 2.02% |
| 13 | STRYKER CORPORATION | SYK | 269,000 | $91.5M | 1.81% |
| 14 | ELEVANCE HEALTH INC | ELV | 168,100 | $91.1M | 1.80% |
| 15 | ARGENX SE | ARGX | 209,100 | $89.9M | 1.78% |
| 16 | DISC MEDICINE INC | IRON | 1,785,571 | $80.5M | 1.59% |
| 17 | ARS PHARMACEUTICALS INC | SPRY | 9,240,887 | $78.6M | 1.55% |
| 18 | THIRD HARMONIC BIO INC | 88427A107 | 5,779,071 | $75.1M | 1.48% |
| 19 | NATERA INC | NTRA | 687,500 | $74.4M | 1.47% |
| 20 | THERMO FISHER SCIENTIFIC INC | TMO | 132,000 | $73.0M | 1.44% |
| 21 | VERTEX PHARMACEUTICALS INC | VRTX | 151,000 | $70.8M | 1.40% |
| 22 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 1,707,331 | $64.3M | 1.27% |
| 23 | NEUROCRINE BIOSCIENCES INC | NBIX | 448,200 | $61.7M | 1.22% |
| 24 | ALNYLAM PHARMACEUTICALS INC | ALNY | 250,300 | $60.8M | 1.20% |
| 25 | VAXCYTE INC | PCVX | 795,900 | $60.1M | 1.19% |
| 26 | KEROS THERAPEUTICS INC | KROS | 1,268,734 | $58.0M | 1.14% |
| 27 | CRINETICS PHARMACEUTICALS IN | CRNX | 1,280,800 | $57.4M | 1.13% |
| 28 | UNITEDHEALTH GROUP INC | UNH | 112,000 | $57.0M | 1.13% |
| 29 | ARRIVENT BIOPHARMA INC | AVBP | 3,027,328 | $56.2M | 1.11% |
| 30 | ICON PLC | ICLR | 174,100 | $54.6M | 1.08% |
| 31 | TERNS PHARMACEUTICALS INC | TERN | 7,619,135 | $51.9M | 1.02% |
| 32 | APELLIS PHARMACEUTICALS INC | APLS | 1,302,800 | $50.0M | 0.99% |
| 33 | EVOLENT HEALTH INC | EVH | 2,605,615 | $49.8M | 0.98% |
| 34 | XTANT MED HLDGS INC | 98420P308 | 73,114,592 | $46.1M | 0.91% |
| 35 | CYTOKINETICS INC | CYTK | 812,906 | $44.0M | 0.87% |
| 36 | AMGEN INC | AMGN | 134,900 | $42.1M | 0.83% |
| 37 | SI-BONE INC | SIBN | 3,229,977 | $41.8M | 0.82% |
| 38 | PRELUDE THERAPEUTICS INC | PRLD | 10,909,256 | $41.6M | 0.82% |
| 39 | VERONA PHARMA PLC | 925050106 | 2,861,801 | $41.4M | 0.82% |
| 40 | Q32 BIO INC | QTTB | 2,252,987 | $40.4M | 0.80% |
| 41 | INTEGER HLDGS CORP | ITGR | 349,221 | $40.4M | 0.80% |
| 42 | SYNDAX PHARMACEUTICALS INC | SNDX | 1,925,300 | $39.5M | 0.78% |
| 43 | GERON CORP | GERN | 8,930,252 | $37.9M | 0.75% |
| 44 | XENON PHARMACEUTICALS INC | XENE | 862,362 | $33.6M | 0.66% |
| 45 | DEXCOM INC | DXCM | 289,900 | $32.9M | 0.65% |
| 46 | RHYTHM PHARMACEUTICALS INC | RYTM | 704,842 | $28.9M | 0.57% |
| 47 | AVIDITY BIOSCIENCES INC | 05370A108 | 706,475 | $28.9M | 0.57% |
| 48 | EXACT SCIENCES CORP | 30063P105 | 672,416 | $28.4M | 0.56% |
| 49 | NEUROPACE INC | NPCE | 3,406,335 | $25.8M | 0.51% |
| 50 | DYNE THERAPEUTICS INC | DYN | 708,400 | $25.0M | 0.49% |
| 51 | VERA THERAPEUTICS INC | VERA | 675,872 | $24.5M | 0.48% |
| 52 | SCPHARMACEUTICALS INC | 810648105 | 5,559,528 | $24.2M | 0.48% |
| 53 | REGENERON PHARMACEUTICALS | REGN | 22,800 | $24.0M | 0.47% |
| 54 | MINERALYS THERAPEUTICS INC | MLYS | 2,021,424 | $23.7M | 0.47% |
| 55 | IMMATICS N.V | IMTX | 2,006,381 | $23.3M | 0.46% |
| 56 | HERON THERAPEUTICS INC | HRTX | 6,512,866 | $22.8M | 0.45% |
| 57 | COMPASS THERAPEUTICS INC | CMPX | 22,362,850 | $22.4M | 0.44% |
| 58 | PRELUDE THERAPEUTICS INC | 000000000 | 5,680,186 | $21.6M | 0.43% |
| 59 | MORPHIC HLDG INC | 61775R105 | 612,500 | $20.9M | 0.41% |
| 60 | VIR BIOTECHNOLOGY INC | VIR | 2,320,102 | $20.6M | 0.41% |
| 61 | CULLINAN THERAPEUTICS INC | CGEM | 1,147,655 | $20.0M | 0.40% |
| 62 | ACELYRIN INC | 00445A100 | 4,001,711 | $17.6M | 0.35% |
| 63 | APOGEE THERAPEUTICS INC | APGE | 379,130 | $14.9M | 0.29% |
| 64 | NEUMORA THERAPEUTICS INC. | NMRA | 1,500,000 | $14.7M | 0.29% |
| 65 | ADICET BIO INC | ACET | 11,447,140 | $13.9M | 0.27% |
| 66 | ADC THERAPEUTICS SA | ADCT | 4,316,824 | $13.6M | 0.27% |
| 67 | CORVUS PHARMACEUTICALS INC | CRVS | 6,943,654 | $12.6M | 0.25% |
| 68 | ABCELLERA BIOLOGICS INC | ABCL | 4,180,768 | $12.4M | 0.24% |
| 69 | TYRA BIOSCIENCES INC | TYRA | 768,638 | $12.3M | 0.24% |
| 70 | TELA BIO INC | TELA | 2,457,542 | $11.6M | 0.23% |
| 71 | ALX ONCOLOGY HLDGS INC | ALXO | 1,894,462 | $11.4M | 0.23% |
| 72 | REPARE THERAPEUTICS INC | 760273102 | 3,322,488 | $11.0M | 0.22% |
| 73 | SOLVENTUM CORP | SOLV | 200,000 | $10.6M | 0.21% |
| 74 | IKENA ONCOLOGY INC | 000000000 | 6,368,587 | $10.5M | 0.21% |
| 75 | PMV PHARMACEUTICALS INC | PMVP | 6,475,291 | $10.5M | 0.21% |
| 76 | LEXICON PHARMACEUTICALS INC | LXRX | 5,846,100 | $9.8M | 0.19% |
| 77 | LYELL IMMUNOPHARMA INC | LYEL | 6,405,098 | $9.3M | 0.18% |
| 78 | MERUS N V | N5749R100 | 156,100 | $9.2M | 0.18% |
| 79 | SCHOLAR ROCK HLDG CORP | SRRK | 1,074,382 | $8.9M | 0.18% |
| 80 | TURNSTONE BIOLOGICS CORP | 90042W100 | 3,099,265 | $8.1M | 0.16% |
| 81 | PASSAGE BIO INC | PASG | 10,124,576 | $8.0M | 0.16% |
| 82 | SAREPTA THERAPEUTICS INC | SRPT | 50,000 | $7.9M | 0.16% |
| 83 | PROGYNY INC | PGNY | 259,900 | $7.4M | 0.15% |
| 84 | PFIZER INC | PFE | 250,000 | $7.0M | 0.14% |
| 85 | C4 THERAPEUTICS INC | CCCC | 1,513,058 | $7.0M | 0.14% |
| 86 | IKENA ONCOLOGY INC | 45175G108 | 3,539,358 | $5.8M | 0.12% |
| 87 | AMICUS THERAPEUTICS INC | FOLD | 570,300 | $5.7M | 0.11% |
| 88 | KRYSTAL BIOTECH INC | KRYS | 29,966 | $5.5M | 0.11% |
| 89 | INSPIREMD INC | NSPR | 2,133,405 | $5.3M | 0.11% |
| 90 | PERSPECTIVE THERAPEUTICS INC | CATX | 492,670 | $4.9M | 0.10% |
| 91 | STRUCTURE THERAPEUTICS INC | GPCR | 125,000 | $4.9M | 0.10% |
| 92 | NKARTA INC | NKTX | 800,000 | $4.7M | 0.09% |
| 93 | BIOMX INC | PHGE | 13,773,653 | $4.6M | 0.09% |
| 94 | VERASTEM INC | VSTM | 1,529,115 | $4.6M | 0.09% |
| 95 | FATE THERAPEUTICS INC | FATE | 1,355,352 | $4.4M | 0.09% |
| 96 | X4 PHARMACEUTICALS INC | XFOR | 7,133,515 | $4.1M | 0.08% |
| 97 | SI-BONE INC | SIBN | 250,000 | $3.2M | 0.06% |
| 98 | MERUS N V | N5749R100 | 50,000 | $3.0M | 0.06% |
| 99 | INVIVYD INC | IVVD | 2,425,800 | $2.7M | 0.05% |
| 100 | MILESTONE PHARMACEUTICALS IN | MIST | 2,000,000 | $2.6M | 0.05% |
| 101 | GERON CORP | GERN | 600,000 | $2.5M | 0.05% |
| 102 | ELEVATION ONCOLOGY INC | 28623U101 | 941,275 | $2.5M | 0.05% |
| 103 | TG THERAPEUTICS INC | TGTX | 133,200 | $2.4M | 0.05% |
| 104 | BIOMARIN PHARMACEUTICAL INC | BMRN | 26,100 | $2.1M | 0.04% |
| 105 | CHEMOMAB THERAPEUTICS LTD | CMMB | 2,241,273 | $2.0M | 0.04% |
| 106 | ORIC PHARMACEUTICALS INC | ORIC | 287,100 | $2.0M | 0.04% |
| 107 | NEXTCURE INC | NXTC | 1,141,200 | $1.8M | 0.04% |
| 108 | APOLLOMICS INC | APLMW | 8,565,456 | $1.8M | 0.04% |
| 109 | VIGIL NEUROSCIENCE INC | 92673K108 | 448,891 | $1.8M | 0.04% |
| 110 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 113,500 | $1.3M | 0.03% |
| 111 | KEZAR LIFE SCIENCES INC | KZR | 1,927,000 | $1.2M | 0.02% |
| 112 | LAKESHORE BIOPHARMA CO LTD | G9845F109 | 1,404,280 | $909,833 | 0.02% |
| 113 | TRAWS PHARMA INC | TRAW | 1,045,261 | $466,918 | 0.01% |
| 114 | XERIS BIOPHARMA HOLDINGS INC | XERS | 80,420 | $180,945 | 0.00% |
| 115 | SINGULAR GENOMICS SYSTEMS IN | 82933R308 | 18,023 | $152,294 | 0.00% |