ORBIMED ADVISORS LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$5.0B
Holdings
110
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (110 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SVASINOVAC BIOTECH LTD | 2,718,735 | $340.0B | 6790.16% | |
| 2 | BIIBBIOGEN INC | 827,600 | $214.2B | 4276.96% | |
| 3 | LLYELI LILLY & CO | 365,400 | $213.0B | 4253.82% | |
| 4 | BSXBOSTON SCIENTIFIC CORP | 3,306,800 | $191.2B | 3817.79% | |
| 5 | ISRGINTUITIVE SURGICAL INC | 499,000 | $168.3B | 3361.98% | |
| 6 | EWTXEDGEWISE THERAPEUTICS INC | 14,567,176 | $159.4B | 3182.69% | |
| 7 | BMRNBIOMARIN PHARMACEUTICAL INC | 1,571,410 | $151.5B | 3025.92% | |
| 8 | —RAYZEBIO INC | 2,365,213 | $147.0B | 2936.65% | |
| 9 | ELVNENLIVEN THERAPEUTICS INC | 8,998,338 | $124.5B | 2487.14% | |
| 10 | SWTXSPRINGWORKS THERAPEUTICS INC | 3,219,359 | $117.5B | 2346.73% | |
| 11 | MRKMERCK & CO INC | 1,055,000 | $115.0B | 2296.99% | |
| 12 | ISIIONIS PHARMACEUTICALS INC | 2,064,797 | $104.5B | 2086.14% | |
| 13 | IRONDISC MEDICINE INC | 1,702,237 | $98.3B | 1963.58% | |
| 14 | GRCLGRACELL BIOTECHNOLOGIES INC | 9,308,726 | $93.5B | 1866.49% | |
| 15 | THCTENET HEALTHCARE CORP | 1,224,400 | $92.5B | 1847.88% | |
| 16 | EVHEVOLENT HEALTH INC | 2,746,532 | $90.7B | 1811.73% | |
| 17 | UTHUNITED THERAPEUTICS CORP DEL | 386,100 | $84.9B | 1695.53% | |
| 18 | XTNTXTANT MED HLDGS INC | 73,114,592 | $82.6B | 1650.00% | |
| 19 | SYKSTRYKER CORPORATION | 269,000 | $80.6B | 1608.76% | |
| 20 | SRRKSCHOLAR ROCK HLDG CORP | 4,245,000 | $79.8B | 1593.81% | |
| 21 | TMOTHERMO FISHER SCIENTIFIC INC | 143,800 | $76.3B | 1524.34% | |
| 22 | VRNAVERONA PHARMA PLC | 3,777,778 | $75.1B | 1499.87% | |
| 23 | PCVXVAXCYTE INC | 1,153,091 | $72.4B | 1446.19% | |
| 24 | —THESEUS PHARMACEUTICALS INC | 17,713,600 | $71.7B | 1432.73% | |
| 25 | VRTXVERTEX PHARMACEUTICALS INC | 175,200 | $71.3B | 1423.68% | |
| 26 | NBIXNEUROCRINE BIOSCIENCES INC | 519,279 | $68.4B | 1366.42% | |
| 27 | SRPTSAREPTA THERAPEUTICS INC | 697,500 | $67.3B | 1343.25% | |
| 28 | ELVELEVANCE HEALTH INC | 141,500 | $66.7B | 1332.58% | |
| 29 | THRDTHIRD HARMONIC BIO INC | 5,779,071 | $63.4B | 1266.09% | |
| 30 | NTRANATERA INC | 954,481 | $59.8B | 1194.04% | |
| 31 | CRNXCRINETICS PHARMACEUTICALS IN | 1,667,360 | $59.3B | 1184.78% | |
| 32 | APLSAPELLIS PHARMACEUTICALS INC | 922,200 | $55.2B | 1102.46% | |
| 33 | RCM1USDR1 RCM INC | 4,803,200 | $50.8B | 1013.93% | |
| 34 | SPRYARS PHARMACEUTICALS INC | 9,240,887 | $50.6B | 1011.34% | |
| 35 | KROSKEROS THERAPEUTICS INC | 1,268,734 | $50.4B | 1007.44% | |
| 36 | HUMHUMANA INC | 109,900 | $50.3B | 1004.81% | |
| 37 | TERNTERNS PHARMACEUTICALS INC | 7,619,135 | $49.4B | 987.53% | |
| 38 | NVLSEURALPINE IMMUNE SCIENCES INC | 2,535,245 | $48.3B | 965.04% | |
| 39 | SIBNSI-BONE INC | 2,292,531 | $48.1B | 961.01% | |
| 40 | PRLDPRELUDE THERAPEUTICS INC | 10,909,256 | $46.6B | 930.30% | |
| 41 | ALXOALX ONCOLOGY HLDGS INC | 3,095,000 | $46.1B | 920.36% | |
| 42 | NPCENEUROPACE INC | 4,003,967 | $41.3B | 824.42% | |
| 43 | IOVAIOVANCE BIOTHERAPEUTICS INC | 4,707,458 | $38.3B | 764.33% | |
| 44 | SNDXSYNDAX PHARMACEUTICALS INC | 1,749,000 | $37.8B | 754.82% | |
| 45 | ICLRICON PLC | 132,200 | $37.4B | 747.35% | |
| 46 | UNHUNITEDHEALTH GROUP INC | 70,000 | $36.9B | 735.99% | |
| 47 | AMGNAMGEN INC | 127,300 | $36.7B | 732.24% | |
| 48 | APGEAPOGEE THERAPEUTICS INC | 1,277,901 | $35.7B | 713.06% | |
| 49 | JANXJANUX THERAPEUTICS INC | 3,317,927 | $35.6B | 711.00% | |
| 50 | CMPXCOMPASS THERAPEUTICS INC | 22,362,850 | $34.9B | 696.71% | |
| 51 | SCPHSCPHARMACEUTICALS INC | 5,559,528 | $34.9B | 696.16% | |
| 52 | ARGXARGENX SE | 84,600 | $32.2B | 642.76% | |
| 53 | —FUSION PHARMACEUTICALS INC | 3,122,770 | $30.0B | 599.33% | |
| 54 | SLRNACELYRIN INC | 4,001,711 | $29.9B | 596.19% | |
| 55 | NMRANEUMORA THERAPEUTICS INC. | 1,500,000 | $25.6B | 510.76% | |
| 56 | XENEXENON PHARMACEUTICALS INC | 550,000 | $25.3B | 505.93% | |
| 57 | RYTMRHYTHM PHARMACEUTICALS INC | 536,642 | $24.7B | 492.67% | |
| 58 | IMAPRELUDE THERAPEUTICS INC | 5,680,186 | $24.3B | 484.39% | |
| 59 | RPTXREPARE THERAPEUTICS INC | 3,322,488 | $24.3B | 484.38% | |
| 60 | ABCLABCELLERA BIOLOGICS INC | 4,180,768 | $23.9B | 476.75% | |
| 61 | VERAVERA THERAPEUTICS INC | 1,518,115 | $23.3B | 466.30% | |
| 62 | PMVPPMV PHARMACEUTICALS INC | 6,475,291 | $20.1B | 400.89% | |
| 63 | —KINNATE BIOPHARMA INC | 8,009,729 | $19.0B | 379.11% | |
| 64 | TELATELA BIO INC | 2,835,542 | $18.8B | 374.88% | |
| 65 | AVTEAEROVATE THERAPEUTICS INC | 756,930 | $17.1B | 342.09% | |
| 66 | IVVDINVIVYD INC | 4,127,565 | $16.3B | 324.78% | |
| 67 | IMTXIMMATICS N.V | 1,543,407 | $16.3B | 324.57% | |
| 68 | TORCEURADICET BIO INC | 8,322,140 | $15.7B | 314.12% | |
| 69 | ALNYALNYLAM PHARMACEUTICALS INC | 79,400 | $15.2B | 303.52% | |
| 70 | PFEPFIZER INC | 500,000 | $14.4B | 287.48% | Call |
| 71 | KRYSKRYSTAL BIOTECH INC | 103,700 | $12.9B | 256.93% | |
| 72 | IMAIKENA ONCOLOGY INC | 6,368,587 | $12.5B | 250.56% | |
| 73 | VSTMVERASTEM INC | 1,529,115 | $12.4B | 248.58% | |
| 74 | CRVSCORVUS PHARMACEUTICALS INC | 6,943,654 | $12.2B | 244.06% | |
| 75 | REGNREGENERON PHARMACEUTICALS | 13,500 | $11.9B | 236.80% | |
| 76 | AM6AMICUS THERAPEUTICS INC | 806,000 | $11.4B | 228.41% | |
| 77 | PASGPASSAGE BIO INC | 10,124,576 | $10.2B | 204.22% | |
| 78 | HRTXHERON THERAPEUTICS INC | 5,928,591 | $10.1B | 201.28% | |
| 79 | ARWRARROWHEAD PHARMACEUTICALS IN | 319,651 | $9.8B | 195.34% | |
| 80 | QUREUNIQURE NV | 1,347,900 | $9.1B | 182.24% | |
| 81 | DC4DEXCOM INC | 73,200 | $9.1B | 181.40% | |
| 82 | APLMAPOLLOMICS INC | 8,565,456 | $8.3B | 165.07% | |
| 83 | GILDGILEAD SCIENCES INC | 100,000 | $8.1B | 161.79% | |
| 84 | MORFMORPHIC HLDG INC | 273,400 | $7.9B | 157.69% | |
| 85 | —TURNSTONE BIOLOGICS CORP | 3,099,265 | $7.9B | 157.52% | |
| 86 | RAPTEURRAPT THERAPEUTICS INC | 281,413 | $7.0B | 139.66% | |
| 87 | —IKENA ONCOLOGY INC | 3,539,358 | $7.0B | 139.25% | |
| 88 | NSPRINSPIREMD INC | 2,133,405 | $6.0B | 119.72% | |
| 89 | ASNSUSDX4 PHARMACEUTICALS INC | 7,133,515 | $6.0B | 119.46% | |
| 90 | CGEMCULLINAN ONCOLOGY INC | 544,848 | $5.6B | 110.88% | |
| 91 | ORICORIC PHARMACEUTICALS INC | 522,968 | $4.8B | 96.09% | |
| 92 | ILMNILLUMINA INC | 30,300 | $4.2B | 84.26% | |
| 93 | AMAMAMBRX BIOPHARMA INC | 296,000 | $4.2B | 84.18% | |
| 94 | NXTCNEXTCURE INC | 2,711,013 | $3.1B | 61.72% | |
| 95 | TCE2CELLDEX THERAPEUTICS INC NEW | 58,800 | $2.3B | 46.57% | |
| 96 | RCUSARCUS BIOSCIENCES INC | 117,000 | $2.2B | 44.63% | |
| 97 | TXG10X GENOMICS INC | 39,800 | $2.2B | 44.48% | |
| 98 | FATEFATE THERAPEUTICS INC | 528,080 | $2.0B | 39.44% | |
| 99 | KZRKEZAR LIFE SCIENCES INC | 1,927,000 | $1.8B | 36.46% | |
| 100 | BOLT1EURBOLT BIOTHERAPEUTICS INC | 1,541,000 | $1.7B | 34.47% |
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