ORBIMED ADVISORS LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$4.7T
Holdings
122
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (122 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SVASINOVAC BIOTECH LTD | 2,718,735 | $340.0B | 7.22% | |
| 2 | BSXBOSTON SCIENTIFIC CORP | 3,306,800 | $174.6B | 3.71% | |
| 3 | HUMHUMANA INC | 342,500 | $166.6B | 3.54% | |
| 4 | ISRGINTUITIVE SURGICAL INC | 499,000 | $145.9B | 3.10% | |
| 5 | BIIBBIOGEN INC | 556,800 | $143.1B | 3.04% | |
| 6 | BMRNBIOMARIN PHARMACEUTICAL INC | 1,615,210 | $142.9B | 3.04% | |
| 7 | ELVNENLIVEN THERAPEUTICS INC | 8,998,338 | $122.9B | 2.61% | |
| 8 | MRKMERCK & CO INC | 1,055,000 | $108.6B | 2.31% | |
| 9 | IRONDISC MEDICINE INC | 2,269,637 | $106.6B | 2.27% | |
| 10 | LLYELI LILLY & CO | 186,000 | $99.9B | 2.12% | |
| 11 | ISIIONIS PHARMACEUTICALS INC | 2,169,500 | $98.4B | 2.09% | |
| 12 | SWTXSPRINGWORKS THERAPEUTICS INC | 3,968,588 | $91.8B | 1.95% | |
| 13 | UTHUNITED THERAPEUTICS CORP DEL | 401,900 | $90.8B | 1.93% | |
| 14 | MRTXEURMIRATI THERAPEUTICS INC | 2,059,050 | $89.7B | 1.91% | Call |
| 15 | CRNXCRINETICS PHARMACEUTICALS IN | 2,896,074 | $86.1B | 1.83% | |
| 16 | BAXBAXTER INTL INC | 2,239,900 | $84.5B | 1.80% | |
| 17 | EWTXEDGEWISE THERAPEUTICS INC | 14,567,176 | $83.5B | 1.77% | |
| 18 | THCTENET HEALTHCARE CORP | 1,224,400 | $80.7B | 1.71% | |
| 19 | XTNTXTANT MED HLDGS INC | 73,114,592 | $80.4B | 1.71% | |
| 20 | EVHEVOLENT HEALTH INC | 2,895,632 | $78.8B | 1.67% | |
| 21 | SYKSTRYKER CORPORATION | 269,000 | $73.5B | 1.56% | |
| 22 | TMOTHERMO FISHER SCIENTIFIC INC | 143,800 | $72.8B | 1.55% | |
| 23 | APLMAPOLLOMICS INC | 17,993,635 | $67.4B | 1.43% | |
| 24 | CITHE CIGNA GROUP | 231,500 | $66.2B | 1.41% | |
| 25 | SRPTSAREPTA THERAPEUTICS INC | 529,200 | $64.1B | 1.36% | |
| 26 | VRNAVERONA PHARMA PLC | 3,777,778 | $61.6B | 1.31% | |
| 27 | —RAYZEBIO INC | 2,622,909 | $58.2B | 1.24% | |
| 28 | VRTXVERTEX PHARMACEUTICALS INC | 165,400 | $57.5B | 1.22% | |
| 29 | SLRNACELYRIN INC | 5,326,302 | $54.2B | 1.15% | |
| 30 | RCM1USDR1 RCM INC | 3,441,000 | $51.9B | 1.10% | |
| 31 | PCVXVAXCYTE INC | 1,007,148 | $51.3B | 1.09% | |
| 32 | APLSAPELLIS PHARMACEUTICALS INC | 1,338,000 | $50.9B | 1.08% | Call |
| 33 | ABBVABBVIE INC | 330,000 | $49.2B | 1.04% | |
| 34 | SIBNSI-BONE INC | 2,292,531 | $48.7B | 1.03% | |
| 35 | KROSKEROS THERAPEUTICS INC | 1,514,734 | $48.3B | 1.03% | |
| 36 | —THESEUS PHARMACEUTICALS INC | 17,713,600 | $47.6B | 1.01% | |
| 37 | NBIXNEUROCRINE BIOSCIENCES INC | 415,900 | $46.8B | 0.99% | |
| 38 | NVLSEURALPINE IMMUNE SCIENCES INC | 4,081,592 | $46.7B | 0.99% | |
| 39 | CMPXCOMPASS THERAPEUTICS INC | 22,362,850 | $44.1B | 0.94% | |
| 40 | NTRANATERA INC | 920,581 | $40.7B | 0.87% | |
| 41 | PMVPPMV PHARMACEUTICALS INC | 6,563,077 | $40.3B | 0.86% | |
| 42 | RPTXREPARE THERAPEUTICS INC | 3,322,488 | $40.1B | 0.85% | |
| 43 | SCPHSCPHARMACEUTICALS INC | 5,559,528 | $39.6B | 0.84% | |
| 44 | NPCENEUROPACE INC | 4,012,281 | $39.0B | 0.83% | |
| 45 | TERNTERNS PHARMACEUTICALS INC | 7,619,135 | $38.3B | 0.81% | |
| 46 | MDGLMADRIGAL PHARMACEUTICALS INC | 253,309 | $37.0B | 0.79% | |
| 47 | THRDTHIRD HARMONIC BIO INC | 5,779,071 | $36.9B | 0.78% | |
| 48 | UNHUNITEDHEALTH GROUP INC | 70,000 | $35.3B | 0.75% | |
| 49 | SPRYARS PHARMACEUTICALS INC | 9,240,887 | $34.9B | 0.74% | |
| 50 | AMGNAMGEN INC | 127,300 | $34.2B | 0.73% | |
| 51 | PRLDPRELUDE THERAPEUTICS INC | 10,909,256 | $33.7B | 0.72% | |
| 52 | JANXJANUX THERAPEUTICS INC | 3,317,927 | $33.4B | 0.71% | |
| 53 | XENEXENON PHARMACEUTICALS INC | 958,793 | $32.8B | 0.70% | |
| 54 | ICLRICON PLC | 132,200 | $32.6B | 0.69% | |
| 55 | HZNPHORIZON THERAPEUTICS PUB L | 266,400 | $30.8B | 0.65% | |
| 56 | APGEAPOGEE THERAPEUTICS INC | 1,427,901 | $30.4B | 0.65% | |
| 57 | IMAIKENA ONCOLOGY INC | 6,368,587 | $27.6B | 0.59% | |
| 58 | GRCLGRACELL BIOTECHNOLOGIES INC | 9,308,726 | $26.8B | 0.57% | |
| 59 | TELATELA BIO INC | 2,835,542 | $22.7B | 0.48% | |
| 60 | IOVAIOVANCE BIOTHERAPEUTICS INC | 4,707,458 | $21.4B | 0.45% | |
| 61 | NMRANEUMORA THERAPEUTICS INC. | 1,500,000 | $21.2B | 0.45% | |
| 62 | VERAVERA THERAPEUTICS INC | 1,518,115 | $20.8B | 0.44% | |
| 63 | RAPTEURRAPT THERAPEUTICS INC | 1,244,945 | $20.7B | 0.44% | |
| 64 | SGENUSDSEAGEN INC | 92,600 | $19.6B | 0.42% | Call |
| 65 | ABCLABCELLERA BIOLOGICS INC | 4,180,768 | $19.2B | 0.41% | |
| 66 | SNDXSYNDAX PHARMACEUTICALS INC | 1,284,000 | $18.6B | 0.40% | |
| 67 | AKROAKERO THERAPEUTICS INC | 350,000 | $17.7B | 0.38% | |
| 68 | IMAPRELUDE THERAPEUTICS INC | 5,680,186 | $17.6B | 0.37% | |
| 69 | AZNASTRAZENECA PLC | 250,000 | $16.9B | 0.36% | Call |
| 70 | ARGXARGENX SE | 32,600 | $16.0B | 0.34% | |
| 71 | SRRKSCHOLAR ROCK HLDG CORP | 2,033,789 | $14.4B | 0.31% | |
| 72 | QUREUNIQURE NV | 2,064,455 | $13.9B | 0.29% | |
| 73 | —IKENA ONCOLOGY INC | 3,186,166 | $13.8B | 0.29% | |
| 74 | ALXOALX ONCOLOGY HLDGS INC | 2,871,000 | $13.8B | 0.29% | |
| 75 | IMTXIMMATICS N.V | 1,175,200 | $13.6B | 0.29% | Call |
| 76 | RYTMRHYTHM PHARMACEUTICALS INC | 583,642 | $13.4B | 0.28% | |
| 77 | VSTMVERASTEM INC | 1,529,115 | $12.4B | 0.26% | |
| 78 | —TURNSTONE BIOLOGICS CORP | 3,099,265 | $12.2B | 0.26% | |
| 79 | VTYXVENTYX BIOSCIENCES INC | 340,384 | $11.8B | 0.25% | |
| 80 | ARWRARROWHEAD PHARMACEUTICALS IN | 433,651 | $11.7B | 0.25% | |
| 81 | TORCEURADICET BIO INC | 8,322,140 | $11.4B | 0.24% | |
| 82 | KVUEKENVUE INC | 562,404 | $11.3B | 0.24% | Call |
| 83 | —KINNATE BIOPHARMA INC | 8,009,729 | $11.2B | 0.24% | |
| 84 | REGNREGENERON PHARMACEUTICALS | 13,500 | $11.1B | 0.24% | |
| 85 | AVTEAEROVATE THERAPEUTICS INC | 756,930 | $10.3B | 0.22% | |
| 86 | ARQTARCUTIS BIOTHERAPEUTICS INC | 1,914,479 | $10.2B | 0.22% | |
| 87 | CRVSCORVUS PHARMACEUTICALS INC | 6,943,654 | $10.1B | 0.22% | |
| 88 | GDRXGOODRX HLDGS INC | 1,595,000 | $9.0B | 0.19% | |
| 89 | IVVDINVIVYD INC | 5,270,400 | $9.0B | 0.19% | |
| 90 | —FUSION PHARMACEUTICALS INC | 3,122,770 | $8.1B | 0.17% | |
| 91 | ASNSUSDX4 PHARMACEUTICALS INC | 7,133,515 | $7.8B | 0.17% | |
| 92 | GILDGILEAD SCIENCES INC | 100,000 | $7.5B | 0.16% | |
| 93 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 117,000 | $6.7B | 0.14% | |
| 94 | PASGPASSAGE BIO INC | 10,124,576 | $6.7B | 0.14% | |
| 95 | KZRKEZAR LIFE SCIENCES INC | 5,463,000 | $6.5B | 0.14% | |
| 96 | NSPRINSPIREMD INC | 1,860,405 | $6.1B | 0.13% | |
| 97 | ORICORIC PHARMACEUTICALS INC | 893,668 | $5.4B | 0.11% | |
| 98 | CGEMCULLINAN ONCOLOGY INC | 544,848 | $4.9B | 0.10% | |
| 99 | MORFMORPHIC HLDG INC | 208,500 | $4.8B | 0.10% | |
| 100 | DC4DEXCOM INC | 50,000 | $4.7B | 0.10% | Call |
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