ORBIMED ADVISORS LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$7.1T
Holdings
132
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (132 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SWTXSPRINGWORKS THERAPEUTICS INC | 7,406,307 | $311.1B | 4.38% | |
| 2 | 1T7TRICIDA INC | 9,614,280 | $264.2B | 3.72% | |
| 3 | ALXNALEXION PHARMACEUTICALS INC | 2,256,000 | $253.2B | 3.56% | Call |
| 4 | ASNDASCENDIS PHARMA A S | 1,562,986 | $231.2B | 3.25% | |
| 5 | —PREVAIL THERAPEUTICS INC | 13,822,463 | $206.0B | 2.90% | |
| 6 | MRKMERCK & CO. INC | 2,589,100 | $200.2B | 2.82% | |
| 7 | VRTXVERTEX PHARMACEUTICALS INC | 666,100 | $193.4B | 2.72% | |
| 8 | BIIBBIOGEN INC | 715,900 | $191.5B | 2.70% | |
| 9 | PASGPASSAGE BIO INC | 6,962,899 | $190.3B | 2.68% | |
| 10 | IOVAIOVANCE BIOTHERAPEUTICS INC | 6,645,100 | $182.4B | 2.57% | |
| 11 | —TURNING POINT THERAPEUTICS I | 2,745,327 | $177.3B | 2.50% | |
| 12 | BSXBOSTON SCIENTIFIC CORP | 4,847,300 | $170.2B | 2.40% | |
| 13 | BMYBRISTOL-MYERS SQUIBB CO | 2,882,200 | $169.5B | 2.39% | |
| 14 | NTRANATERA INC | 3,240,514 | $161.6B | 2.27% | |
| 15 | HZNPHORIZON THERAPEUTICS PUB LTD | 2,867,910 | $159.4B | 2.24% | |
| 16 | MRTXEURMIRATI THERAPEUTICS INC | 1,324,100 | $151.2B | 2.13% | |
| 17 | ALECALECTOR INC | 5,975,322 | $146.0B | 2.06% | |
| 18 | NBIXNEUROCRINE BIOSCIENCES INC | 1,185,915 | $144.7B | 2.04% | |
| 19 | ARQTARCUTIS BIOTHERAPEUTICS INC | 4,673,850 | $141.3B | 1.99% | |
| 20 | BNRBURNING ROCK BIOTECH LTD | 4,746,071 | $128.2B | 1.80% | |
| 21 | HUMHUMANA INC | 280,300 | $108.7B | 1.53% | |
| 22 | RPTXREPARE THERAPEUTICS INC | 3,426,325 | $106.3B | 1.50% | |
| 23 | ORICORIC PHARMACEUTICALS INC | 2,921,967 | $98.6B | 1.39% | |
| 24 | AGIOAGIOS PHARMACEUTICALS INC | 1,828,421 | $97.8B | 1.38% | Call |
| 25 | DC4DEXCOM INC | 226,400 | $91.8B | 1.29% | |
| 26 | SRPTSAREPTA THERAPEUTICS INC | 559,649 | $89.7B | 1.26% | |
| 27 | CNCCENTENE CORP DEL | 1,335,700 | $84.9B | 1.20% | |
| 28 | CICIGNA CORP NEW | 439,700 | $82.5B | 1.16% | |
| 29 | ETNBGBP89BIO INC | 4,004,442 | $79.8B | 1.12% | |
| 30 | —IMARA INC | 2,719,902 | $75.2B | 1.06% | |
| 31 | ADVMCHFADVERUM BIOTECHNOLOGIES INC | 3,290,744 | $68.7B | 0.97% | |
| 32 | DCPHEURDECIPHERA PHARMACEUTICALS IN | 1,125,700 | $67.2B | 0.95% | |
| 33 | ISRGINTUITIVE SURGICAL INC | 112,800 | $64.3B | 0.90% | |
| 34 | KROSKEROS THERAPEUTICS INC | 1,679,417 | $63.0B | 0.89% | |
| 35 | EHTHEHEALTH INC | 638,558 | $62.7B | 0.88% | |
| 36 | NXTCNEXTCURE INC | 2,711,013 | $58.1B | 0.82% | |
| 37 | EX9EXELIXIS INC | 2,404,100 | $57.1B | 0.80% | |
| 38 | KALAKALA PHARMACEUTICALS INC | 5,402,730 | $56.8B | 0.80% | |
| 39 | —FUSION PHARMACEUTICALS INC | 3,224,770 | $56.3B | 0.79% | |
| 40 | ABBVABBVIE INC | 564,000 | $55.4B | 0.78% | Call |
| 41 | ATRCATRICURE INC | 1,228,189 | $55.2B | 0.78% | |
| 42 | ATNXEURATHENEX INC | 4,009,346 | $55.2B | 0.78% | |
| 43 | —LOGICBIO THERAPEUTICS INC | 6,466,783 | $54.7B | 0.77% | |
| 44 | TBPHTHERAVANCE BIOPHARMA INC | 2,554,470 | $53.6B | 0.75% | |
| 45 | BLUBELLUS HEALTH INC NEW | 5,137,216 | $53.0B | 0.75% | |
| 46 | CRSPCRISPR THERAPEUTICS AG | 697,524 | $51.3B | 0.72% | |
| 47 | CRNXCRINETICS PHARMACEUTICALS IN | 2,753,567 | $48.2B | 0.68% | |
| 48 | GKOSGLAUKOS CORP | 1,211,000 | $46.5B | 0.66% | |
| 49 | MGTXMEIRAGTX HLDGS PLC | 3,713,820 | $46.5B | 0.65% | |
| 50 | —MERSANA THERAPEUTICS INC | 1,910,008 | $44.7B | 0.63% | |
| 51 | APLTAPPLIED THERAPEUTICS INC | 1,217,678 | $44.0B | 0.62% | |
| 52 | QUREUNIQURE NV | 969,079 | $43.7B | 0.61% | |
| 53 | TMOTHERMO FISHER SCIENTIFIC INC | 110,300 | $40.0B | 0.56% | |
| 54 | TELATELA BIO INC | 3,027,542 | $39.2B | 0.55% | |
| 55 | AGLEUSDAEGLEA BIOTHERAPEUTICS INC | 4,015,524 | $37.1B | 0.52% | |
| 56 | PRTAPROTHENA CORP PLC | 3,544,475 | $37.1B | 0.52% | |
| 57 | EWEDWARDS LIFESCIENCES CORP | 530,400 | $36.7B | 0.52% | |
| 58 | NVLSEURALPINE IMMUNE SCIENCES INC | 3,670,955 | $35.6B | 0.50% | |
| 59 | SCPHSCPHARMACEUTICALS INC | 4,797,148 | $35.3B | 0.50% | |
| 60 | NSTGEURNANOSTRING TECHNOLOGIES INC | 1,192,400 | $35.0B | 0.49% | |
| 61 | ACHCACADIA HEALTHCARE COMPANY IN | 1,380,160 | $34.7B | 0.49% | |
| 62 | SLQTSELECTQUOTE INC | 1,255,000 | $31.8B | 0.45% | |
| 63 | XENEXENON PHARMACEUTICALS INC | 2,497,917 | $31.3B | 0.44% | |
| 64 | —HARPOON THERAPEUTICS INC | 1,835,704 | $30.5B | 0.43% | |
| 65 | INSPINSPIRE MED SYS INC | 347,000 | $30.2B | 0.43% | |
| 66 | PCVXVAXCYTE INC | 850,000 | $26.9B | 0.38% | |
| 67 | —IMMUNOMEDICS INC | 757,900 | $26.9B | 0.38% | |
| 68 | SVASINOVAC BIOTECH LTD | 2,839,500 | $25.5B | 0.36% | |
| 69 | IQVIQVIA HLDGS INC | 175,000 | $24.8B | 0.35% | |
| 70 | TEVATEVA PHARMACEUTICAL INDS LTD | 1,935,200 | $23.9B | 0.34% | |
| 71 | —FLEXION THERAPEUTICS INC | 1,684,000 | $22.1B | 0.31% | |
| 72 | SIBNSI BONE INC | 1,381,300 | $22.0B | 0.31% | |
| 73 | NVONOVO-NORDISK A S | 330,000 | $21.6B | 0.30% | |
| 74 | AMGNAMGEN INC | 91,500 | $21.6B | 0.30% | |
| 75 | —ZYMEWORKS INC | 582,302 | $21.0B | 0.30% | |
| 76 | ALCALCON AG | 351,380 | $20.2B | 0.28% | |
| 77 | —BENEFYTT TECHNOLOGIES INC | 962,900 | $19.7B | 0.28% | |
| 78 | AUPHAURINIA PHARMACEUTICALS INC | 1,196,347 | $19.4B | 0.27% | |
| 79 | REGNREGENERON PHARMACEUTICALS | 30,900 | $19.3B | 0.27% | |
| 80 | CRVSCORVUS PHARMACEUTICALS INC | 6,767,584 | $18.4B | 0.26% | |
| 81 | —SIERRA ONCOLOGY INC | 1,477,320 | $17.9B | 0.25% | |
| 82 | OPHTEURIVERIC BIO INC | 3,250,000 | $16.6B | 0.23% | |
| 83 | VRCAVERRICA PHARMACEUTICALS INC | 1,479,733 | $16.3B | 0.23% | |
| 84 | SNDXSYNDAX PHARMACEUTICALS INC | 1,094,100 | $16.2B | 0.23% | |
| 85 | —OBSEVA SA | 2,605,531 | $15.3B | 0.22% | |
| 86 | GILDGILEAD SCIENCES INC | 192,200 | $14.8B | 0.21% | |
| 87 | —9 METERS BIOPHARMA INC | 25,716,755 | $14.6B | 0.21% | |
| 88 | TOCAEURFORTE BIOSCIENCES INC | 950,316 | $13.9B | 0.20% | |
| 89 | —AVROBIO INC | 793,712 | $13.8B | 0.19% | |
| 90 | PHGEBIOMX INC | 2,313,489 | $12.8B | 0.18% | |
| 91 | XLRNACCELERON PHARMA INC | 127,500 | $12.1B | 0.17% | |
| 92 | LRMRLARIMAR THERAPEUTICS INC | 933,960 | $12.0B | 0.17% | |
| 93 | FLBFLUIDIGM CORP DEL | 2,907,100 | $11.7B | 0.16% | |
| 94 | ARCTARCTURUS THERAPEUTICS HLDG I | 239,186 | $11.2B | 0.16% | |
| 95 | CTIC1USDCTI BIOPHARMA CORP | 9,520,600 | $11.0B | 0.16% | |
| 96 | —GENMARK DIAGNOSTICS INC | 732,000 | $10.8B | 0.15% | |
| 97 | —RESTORBIO INC | 4,830,387 | $10.4B | 0.15% | |
| 98 | ASNSUSDX4 PHARMACEUTICALS INC | 1,086,493 | $10.1B | 0.14% | |
| 99 | TREURTRILLIUM THERAPEUTICS INC | 1,211,000 | $9.8B | 0.14% | |
| 100 | HRTXHERON THERAPEUTICS INC | 660,420 | $9.7B | 0.14% |
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