ORBIMED ADVISORS LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$6.0B
Holdings
140
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (140 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ASNDASCENDIS PHARMA A S | 3,287,400 | $370.2B | 6221.37% | |
| 2 | 1T7TRICIDA INC | 9,614,280 | $211.5B | 3554.64% | |
| 3 | ALECALECTOR INC | 8,327,691 | $200.9B | 3377.06% | |
| 4 | SWTXSPRINGWORKS THERAPEUTICS INC | 7,406,307 | $200.0B | 3360.64% | |
| 5 | MRKMERCK & CO. INC | 2,589,100 | $199.2B | 3347.78% | |
| 6 | ALXNALEXION PHARMACEUTICALS INC | 2,071,385 | $186.0B | 3125.69% | |
| 7 | VRTXVERTEX PHARMACEUTICALS INC | 737,400 | $175.5B | 2948.80% | |
| 8 | —PREVAIL THERAPEUTICS INC | 13,822,463 | $168.5B | 2831.69% | |
| 9 | IOVAIOVANCE BIOTHERAPEUTICS INC | 5,548,326 | $166.1B | 2791.24% | |
| 10 | BSXBOSTON SCIENTIFIC CORP | 4,847,300 | $158.2B | 2658.11% | |
| 11 | BIIBBIOGEN INC | 480,400 | $152.0B | 2554.28% | |
| 12 | ARQTARCUTIS BIOTHERAPEUTICS INC | 4,673,850 | $139.3B | 2340.71% | |
| 13 | BMYBRISTOL-MYERS SQUIBB CO | 2,474,800 | $137.9B | 2318.26% | |
| 14 | —TURNING POINT THERAPEUTICS I | 2,745,327 | $122.6B | 2060.48% | |
| 15 | PFEPFIZER INC | 3,512,100 | $114.6B | 1926.52% | Call |
| 16 | GILDGILEAD SCIENCES INC | 1,471,100 | $110.0B | 1848.27% | |
| 17 | PASGPASSAGE BIO INC | 6,962,899 | $109.7B | 1843.01% | |
| 18 | MRTXEURMIRATI THERAPEUTICS INC | 1,423,300 | $109.4B | 1838.69% | |
| 19 | ETNBGBP89BIO INC | 4,004,442 | $101.1B | 1699.26% | |
| 20 | NXTCNEXTCURE INC | 2,711,013 | $100.5B | 1688.92% | |
| 21 | NBIXNEUROCRINE BIOSCIENCES INC | 1,155,015 | $100.0B | 1680.02% | |
| 22 | NTRANATERA INC | 3,347,000 | $99.9B | 1679.58% | |
| 23 | DC4DEXCOM INC | 338,000 | $91.0B | 1529.54% | |
| 24 | EHTHEHEALTH INC | 638,558 | $89.9B | 1511.20% | |
| 25 | SRPTSAREPTA THERAPEUTICS INC | 902,449 | $88.3B | 1483.57% | |
| 26 | HUMHUMANA INC | 280,300 | $88.0B | 1479.24% | |
| 27 | ISRGINTUITIVE SURGICAL INC | 169,100 | $83.7B | 1407.31% | |
| 28 | CNCCENTENE CORP DEL | 1,335,700 | $79.4B | 1333.60% | |
| 29 | CICIGNA CORP NEW | 439,700 | $77.9B | 1309.26% | |
| 30 | BLUBELLUS HEALTH INC NEW | 7,025,832 | $69.4B | 1165.81% | |
| 31 | HZNPHORIZON THERAPEUTICS PUB LTD | 2,341,700 | $69.4B | 1165.66% | |
| 32 | AGIOAGIOS PHARMACEUTICALS INC | 1,902,696 | $67.5B | 1134.52% | Call |
| 33 | HCAHCA HEALTHCARE INC | 709,800 | $63.8B | 1071.80% | |
| 34 | SYKSTRYKER CORP | 371,100 | $61.8B | 1038.32% | |
| 35 | EX9EXELIXIS INC | 3,180,100 | $54.8B | 920.30% | |
| 36 | PTCTPTC THERAPEUTICS INC | 1,148,723 | $51.2B | 861.21% | |
| 37 | MGTXMEIRAGTX HOLDINGS PLC | 3,582,320 | $48.1B | 809.13% | |
| 38 | GKOSGLAUKOS CORP | 1,547,646 | $47.8B | 802.64% | |
| 39 | DCPHEURDECIPHERA PHARMACEUTICALS IN | 1,157,600 | $47.7B | 800.93% | |
| 40 | KALAKALA PHARMACEUTICALS INC | 5,402,730 | $47.5B | 798.10% | |
| 41 | QUREUNIQURE NV | 983,979 | $46.7B | 784.66% | |
| 42 | BMRNBIOMARIN PHARMACEUTICAL INC | 540,500 | $45.7B | 767.55% | |
| 43 | —IMARA INC | 2,719,902 | $43.6B | 732.73% | |
| 44 | APLTAPPLIED THERAPEUTICS INC | 1,319,877 | $43.1B | 725.12% | |
| 45 | ARVNARVINAS INC | 995,000 | $40.1B | 673.89% | |
| 46 | BHCBAUSCH HEALTH COS INC | 2,399,880 | $37.2B | 625.14% | |
| 47 | ADVMCHFADVERUM BIOTECHNOLOGIES INC | 3,450,644 | $33.7B | 566.57% | |
| 48 | EWEDWARDS LIFESCIENCES CORP | 176,800 | $33.3B | 560.44% | |
| 49 | —LOGICBIO THERAPEUTICS INC | 6,466,783 | $31.9B | 536.87% | |
| 50 | TMOTHERMO FISHER SCIENTIFIC INC | 110,300 | $31.3B | 525.70% | |
| 51 | ATRCATRICURE INC | 928,189 | $31.2B | 523.97% | |
| 52 | PRTAPROTHENA CORP PLC | 2,902,239 | $31.1B | 521.88% | |
| 53 | ATNXEURATHENEX INC | 4,009,346 | $31.0B | 521.51% | |
| 54 | CRNXCRINETICS PHARMACEUTICALS IN | 2,039,282 | $30.0B | 503.78% | |
| 55 | NSTGEURNANOSTRING TECHNOLOGIES INC | 1,192,400 | $28.7B | 481.94% | |
| 56 | —HARPOON THERAPEUTICS INC | 2,446,409 | $28.3B | 476.09% | |
| 57 | ACHCACADIA HEALTHCARE COMPANY IN | 1,380,160 | $25.3B | 425.62% | |
| 58 | SCPHSCPHARMACEUTICALS INC | 3,409,865 | $25.2B | 424.06% | |
| 59 | TELATELA BIO INC | 3,027,542 | $23.7B | 397.87% | |
| 60 | CRSPCRISPR THERAPEUTICS AG | 551,200 | $23.4B | 392.85% | |
| 61 | XLRNACCELERON PHARMA INC | 257,549 | $23.1B | 388.98% | |
| 62 | —BENEFYTT TECHNOLOGIES INC | 962,900 | $21.6B | 362.31% | |
| 63 | AMGNAMGEN INC | 105,200 | $21.3B | 358.42% | |
| 64 | INSPINSPIRE MED SYS INC | 347,000 | $20.9B | 351.52% | |
| 65 | —ZYMEWORKS INC | 582,302 | $20.7B | 347.10% | |
| 66 | NVONOVO-NORDISK A S | 330,000 | $19.9B | 333.86% | |
| 67 | AUPHAURINIA PHARMACEUTICALS INC | 1,336,547 | $19.4B | 325.91% | |
| 68 | IQVIQVIA HLDGS INC | 175,000 | $18.9B | 317.22% | |
| 69 | XENEXENON PHARMACEUTICALS INC | 1,662,812 | $18.9B | 316.89% | |
| 70 | ALCALCON INC | 351,380 | $17.9B | 301.60% | |
| 71 | ABBVABBVIE INC | 229,000 | $17.4B | 293.23% | |
| 72 | SVASINOVAC BIOTECH LTD | 2,839,500 | $17.2B | 288.23% | |
| 73 | SIBNSI BONE INC | 1,381,300 | $16.5B | 277.41% | |
| 74 | PHGEBIOMX INC | 2,313,489 | $16.2B | 272.15% | |
| 75 | VRCAVERRICA PHARMACEUTICALS INC | 1,479,733 | $16.2B | 271.80% | |
| 76 | SPYSPDR S&P 500 ETF TR | 50,000 | $15.8B | 265.09% | Put |
| 77 | —SIERRA ONCOLOGY INC | 1,477,320 | $14.5B | 243.80% | |
| 78 | CRVSCORVUS PHARMACEUTICALS INC | 6,767,584 | $14.3B | 239.99% | |
| 79 | AGLEUSDAEGLEA BIOTHERAPEUTICS INC | 2,865,524 | $13.4B | 224.41% | |
| 80 | ZLABZAI LAB LTD | 254,000 | $13.1B | 219.75% | |
| 81 | —PFENEX INC | 1,305,034 | $11.5B | 193.43% | |
| 82 | ASNSUSDX4 PHARMACEUTICALS INC | 1,086,493 | $10.9B | 182.59% | |
| 83 | NVLSEURALPINE IMMUNE SCIENCES INC | 3,670,955 | $10.6B | 177.67% | |
| 84 | —NEOLEUKIN THERAPEUTICS INC | 921,800 | $10.5B | 176.29% | |
| 85 | —AVROBIO INC | 663,174 | $10.3B | 173.42% | |
| 86 | XLVSELECT SECTOR SPDR TR | 113,200 | $10.0B | 168.51% | |
| 87 | XBISPDR SER TR | 127,200 | $9.8B | 165.54% | |
| 88 | CTIC1USDCTI BIOPHARMA CORP | 9,520,600 | $8.8B | 147.20% | |
| 89 | RGNXREGENXBIO INC | 267,700 | $8.7B | 145.67% | |
| 90 | REGNREGENERON PHARMACEUTICALS | 17,200 | $8.4B | 141.15% | |
| 91 | —MERSANA THERAPEUTICS INC | 1,346,721 | $7.9B | 131.94% | |
| 92 | CARAEURCARA THERAPEUTICS INC | 592,800 | $7.8B | 131.61% | |
| 93 | ADAPYADAPTIMMUNE THERAPEUTICS PLC | 2,525,654 | $6.9B | 115.46% | |
| 94 | RVMDREVOLUTION MEDICINES INC | 300,000 | $6.6B | 110.46% | |
| 95 | HRTXHERON THERAPEUTICS INC | 537,420 | $6.3B | 106.03% | |
| 96 | —OBSEVA SA | 2,605,531 | $6.3B | 105.52% | |
| 97 | SELBUSDSELECTA BIOSCIENCES INC | 2,593,869 | $6.3B | 105.05% | |
| 98 | XTNTXTANT MED HLDGS INC | 9,207,012 | $6.2B | 103.67% | |
| 99 | EPIEURESSA PHARMA INC | 1,471,853 | $5.9B | 98.94% | |
| 100 | TXG10X GENOMICS INC | 92,700 | $5.8B | 97.09% |
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