ORBIMED ADVISORS LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$5.1T
Holdings
116
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (116 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SVASINOVAC BIOTECH LTD | 2,718,735 | $340.0B | 6.67% | |
| 2 | ELVNENLIVEN THERAPEUTICS INC | 8,996,213 | $197.0B | 3.87% | |
| 3 | BSXBOSTON SCIENTIFIC CORP | 3,790,000 | $189.6B | 3.72% | |
| 4 | HUMHUMANA INC | 348,700 | $169.3B | 3.32% | |
| 5 | BMYBRISTOL-MYERS SQUIBB CO | 2,340,000 | $162.2B | 3.18% | |
| 6 | ISRGINTUITIVE SURGICAL INC | 620,500 | $158.5B | 3.11% | |
| 7 | BMRNBIOMARIN PHARMACEUTICAL INC | 1,615,210 | $157.1B | 3.08% | |
| 8 | —THESEUS PHARMACEUTICALS INC | 17,233,668 | $153.0B | 3.00% | |
| 9 | BIIBBIOGEN INC | 505,000 | $140.4B | 2.76% | |
| 10 | UNHUNITEDHEALTH GROUP INC | 276,000 | $130.4B | 2.56% | |
| 11 | SRPTSAREPTA THERAPEUTICS INC | 940,100 | $129.6B | 2.54% | Call |
| 12 | SWTXSPRINGWORKS THERAPEUTICS INC | 4,498,900 | $115.8B | 2.27% | |
| 13 | SYKSTRYKER CORPORATION | 367,600 | $104.9B | 2.06% | |
| 14 | EWTXEDGEWISE THERAPEUTICS INC | 14,567,176 | $97.2B | 1.91% | |
| 15 | EVHEVOLENT HEALTH INC | 2,895,632 | $94.0B | 1.84% | |
| 16 | TERNTERNS PHARMACEUTICALS INC | 7,619,135 | $90.2B | 1.77% | |
| 17 | VRNAVERONA PHARMA PLC | 4,260,691 | $85.6B | 1.68% | |
| 18 | TMOTHERMO FISHER SCIENTIFIC INC | 147,800 | $85.2B | 1.67% | |
| 19 | BAXBAXTER INTL INC | 1,912,000 | $77.6B | 1.52% | Call |
| 20 | ISIIONIS PHARMACEUTICALS INC | 2,124,500 | $75.9B | 1.49% | |
| 21 | CMPXCOMPASS THERAPEUTICS INC | 22,362,850 | $73.1B | 1.44% | |
| 22 | THCTENET HEALTHCARE CORP | 1,220,300 | $72.5B | 1.42% | |
| 23 | KROSKEROS THERAPEUTICS INC | 1,679,417 | $71.7B | 1.41% | |
| 24 | LLYLILLY ELI & CO | 186,000 | $63.9B | 1.25% | |
| 25 | CRNXCRINETICS PHARMACEUTICALS IN | 3,950,796 | $63.4B | 1.25% | |
| 26 | APLSAPELLIS PHARMACEUTICALS INC | 910,200 | $60.0B | 1.18% | |
| 27 | SIBNSI-BONE INC | 2,919,454 | $57.4B | 1.13% | |
| 28 | PRLDPRELUDE THERAPEUTICS INC | 10,039,691 | $57.2B | 1.12% | |
| 29 | SPRYARS PHARMACEUTICALS INC | 8,740,887 | $56.9B | 1.12% | |
| 30 | VRTXVERTEX PHARMACEUTICALS INC | 177,600 | $56.0B | 1.10% | |
| 31 | NTRANATERA INC | 973,581 | $54.1B | 1.06% | |
| 32 | EWEDWARDS LIFESCIENCES CORP | 630,000 | $52.1B | 1.02% | |
| 33 | SCPHSCPHARMACEUTICALS INC | 5,559,528 | $50.4B | 0.99% | |
| 34 | NBIXNEUROCRINE BIOSCIENCES INC | 489,000 | $49.5B | 0.97% | |
| 35 | IRONDISC MEDICINE INC | 2,269,637 | $48.1B | 0.94% | |
| 36 | 290ACHINOOK THERAPEUTICS INC | 2,029,300 | $47.0B | 0.92% | |
| 37 | XTNTXTANT MED HLDGS INC | 73,114,592 | $46.6B | 0.92% | |
| 38 | —VECTIVBIO HLDG AG | 5,156,561 | $43.9B | 0.86% | |
| 39 | TORCEURADICET BIO INC | 7,447,140 | $42.9B | 0.84% | |
| 40 | QUREUNIQURE NV | 2,064,455 | $41.6B | 0.82% | |
| 41 | XENEXENON PHARMACEUTICALS INC | 1,149,100 | $41.1B | 0.81% | |
| 42 | MRTXEURMIRATI THERAPEUTICS INC | 1,063,650 | $39.5B | 0.78% | Call |
| 43 | TVTXTRAVERE THERAPEUTICS INC | 1,744,300 | $39.2B | 0.77% | |
| 44 | —MERSANA THERAPEUTICS INC | 9,222,137 | $37.9B | 0.74% | Call |
| 45 | BLUBELLUS HEALTH INC NEW | 5,108,900 | $36.8B | 0.72% | |
| 46 | SNDXSYNDAX PHARMACEUTICALS INC | 1,711,675 | $36.2B | 0.71% | |
| 47 | JANXJANUX THERAPEUTICS INC | 2,836,386 | $34.3B | 0.67% | |
| 48 | PGNYPROGYNY INC | 1,037,912 | $33.3B | 0.65% | |
| 49 | RPTXREPARE THERAPEUTICS INC | 3,322,488 | $32.7B | 0.64% | |
| 50 | IMAPRELUDE THERAPEUTICS INC | 5,680,186 | $32.4B | 0.64% | |
| 51 | TELATELA BIO INC | 3,027,542 | $32.2B | 0.63% | |
| 52 | —KINNATE BIOPHARMA INC | 5,143,629 | $32.1B | 0.63% | |
| 53 | ABCLABCELLERA BIOLOGICS INC | 4,180,768 | $31.5B | 0.62% | |
| 54 | NVLSEURALPINE IMMUNE SCIENCES INC | 4,081,592 | $31.5B | 0.62% | |
| 55 | PMVPPMV PHARMACEUTICALS INC | 6,563,077 | $31.3B | 0.61% | |
| 56 | IOVAIOVANCE BIOTHERAPEUTICS INC | 4,707,458 | $28.8B | 0.56% | |
| 57 | XBISPDR SER TR | 374,000 | $28.5B | 0.56% | Call |
| 58 | PCVXVAXCYTE INC | 729,439 | $27.3B | 0.54% | |
| 59 | HZNPHORIZON THERAPEUTICS PUB L | 250,000 | $27.3B | 0.54% | Put |
| 60 | RCM1USDR1 RCM INC | 1,750,000 | $26.3B | 0.52% | |
| 61 | TSVT*2SEVENTY BIO INC | 2,391,628 | $24.4B | 0.48% | |
| 62 | AMLXAMYLYX PHARMACEUTICALS INC | 813,500 | $23.9B | 0.47% | |
| 63 | THRDTHIRD HARMONIC BIO INC | 5,779,071 | $23.8B | 0.47% | |
| 64 | RAPTEURRAPT THERAPEUTICS INC | 1,251,070 | $23.0B | 0.45% | |
| 65 | IMAIKENA ONCOLOGY INC | 6,215,466 | $21.4B | 0.42% | |
| 66 | ARQTARCUTIS BIOTHERAPEUTICS INC | 1,914,479 | $21.1B | 0.41% | |
| 67 | RXSTRXSIGHT INC | 1,202,833 | $20.1B | 0.39% | |
| 68 | REGNREGENERON PHARMACEUTICALS | 24,000 | $19.7B | 0.39% | |
| 69 | VTYXVENTYX BIOSCIENCES INC | 585,000 | $19.6B | 0.38% | |
| 70 | NPCENEUROPACE INC | 4,012,281 | $18.6B | 0.37% | |
| 71 | AMGNAMGEN INC | 76,700 | $18.5B | 0.36% | |
| 72 | GRCLGRACELL BIOTECHNOLOGIES INC | 9,497,774 | $17.7B | 0.35% | |
| 73 | KZRKEZAR LIFE SCIENCES INC | 5,463,000 | $17.1B | 0.34% | |
| 74 | ARGXARGENX SE | 44,500 | $16.6B | 0.33% | |
| 75 | APLMAPOLLOMICS INC | 662,561 | $16.0B | 0.31% | |
| 76 | AVTEAEROVATE THERAPEUTICS INC | 756,930 | $15.3B | 0.30% | |
| 77 | —DECIBEL THERAPEUTICS INC | 4,945,192 | $14.9B | 0.29% | |
| 78 | GHRSGH RESEARCH PLC | 1,659,015 | $13.3B | 0.26% | |
| 79 | AM6AMICUS THERAPEUTICS INC | 1,171,000 | $13.0B | 0.25% | |
| 80 | ALXOALX ONCOLOGY HLDGS INC | 2,871,000 | $13.0B | 0.25% | |
| 81 | BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC | 20,000,000 | $12.9B | 0.25% | |
| 82 | —FUSION PHARMACEUTICALS INC | 3,122,770 | $11.8B | 0.23% | |
| 83 | —IKENA ONCOLOGY INC | 3,186,166 | $11.0B | 0.22% | |
| 84 | GDRXGOODRX HLDGS INC | 1,700,000 | $10.6B | 0.21% | |
| 85 | VERAVERA THERAPEUTICS INC | 1,362,400 | $10.6B | 0.21% | |
| 86 | BCABBIOATLA INC | 3,861,000 | $10.3B | 0.20% | |
| 87 | BBIO 2.5 03/15/27BRIDGEBIO PHARMA INC | 12,500,000 | $9.5B | 0.19% | |
| 88 | PASGPASSAGE BIO INC | 8,931,999 | $8.6B | 0.17% | |
| 89 | GLTOUSDGALECTO INC | 4,090,937 | $8.1B | 0.16% | |
| 90 | ORICORIC PHARMACEUTICALS INC | 1,374,468 | $7.8B | 0.15% | |
| 91 | PTGXPROTAGONIST THERAPEUTICS INC | 301,000 | $6.9B | 0.14% | |
| 92 | —YS BIOPHARMA CO LTD | 4,298,464 | $6.9B | 0.14% | |
| 93 | VSTMVERASTEM INC | 16,503,237 | $6.9B | 0.13% | |
| 94 | IMTXIMMATICS N.V | 947,248 | $6.5B | 0.13% | |
| 95 | IVVDINVIVYD INC | 5,270,400 | $6.3B | 0.12% | |
| 96 | CRVSCORVUS PHARMACEUTICALS INC | 6,943,654 | $6.3B | 0.12% | |
| 97 | CGEMCULLINAN ONCOLOGY INC | 605,387 | $6.2B | 0.12% | |
| 98 | NTLAINTELLIA THERAPEUTICS INC | 164,627 | $6.1B | 0.12% | |
| 99 | MREOMEREO BIOPHARMA GROUP PLC | 7,747,891 | $5.5B | 0.11% | |
| 100 | ASNSUSDX4 PHARMACEUTICALS INC | 5,817,726 | $5.1B | 0.10% |
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