ORBIMED ADVISORS LLC Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$8.4B
Holdings
142
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (142 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ALXNALEXION PHARMACEUTICALS INC | 3,194,603 | $396.6B | 4730.33% | Call |
| 2 | BIIBBIOGEN INC | 1,167,900 | $339.0B | 4042.87% | |
| 3 | VRTXVERTEX PHARMACEUTICALS INC | 1,967,600 | $334.4B | 3988.51% | Call |
| 4 | 1T7TRICIDA INC | 10,889,280 | $325.6B | 3883.27% | |
| 5 | BSXBOSTON SCIENTIFIC CORP | 9,574,695 | $313.1B | 3734.23% | |
| 6 | ASNDASCENDIS PHARMA A S | 4,413,291 | $293.6B | 3501.40% | |
| 7 | MRKMERCK & CO INC | 4,680,000 | $284.1B | 3388.15% | |
| 8 | —ALLERGAN PLC | 1,286,205 | $214.4B | 2557.56% | |
| 9 | CELGCELGENE CORP | 2,570,650 | $204.2B | 2435.01% | |
| 10 | JAZZJAZZ PHARMACEUTICALS PLC | 1,040,100 | $179.2B | 2137.41% | |
| 11 | —WRIGHT MED GROUP N V | 6,322,668 | $164.1B | 1957.63% | |
| 12 | PBYIPUMA BIOTECHNOLOGY INC | 2,732,881 | $161.7B | 1927.98% | |
| 13 | —CLEMENTIA PHARMACEUTICALS IN | 10,425,225 | $137.2B | 1636.32% | |
| 14 | —MYLAN N V | 3,702,800 | $133.8B | 1596.05% | |
| 15 | BMYBRISTOL MYERS SQUIBB CO | 2,380,300 | $131.7B | 1571.08% | |
| 16 | REGNREGENERON PHARMACEUTICALS | 372,500 | $128.5B | 1532.71% | |
| 17 | AERIEURAERIE PHARMACEUTICALS INC | 1,884,100 | $127.3B | 1517.95% | |
| 18 | EWEDWARDS LIFESCIENCES CORP | 870,900 | $126.8B | 1512.06% | |
| 19 | ELVANTHEM INC | 531,800 | $126.6B | 1509.76% | |
| 20 | ALNYALNYLAM PHARMACEUTICALS INC | 1,265,966 | $124.7B | 1487.11% | |
| 21 | TMOTHERMO FISHER SCIENTIFIC INC | 583,500 | $120.9B | 1441.56% | |
| 22 | DVADAVITA INC | 1,689,400 | $117.3B | 1399.17% | |
| 23 | —IMMUNOMEDICS INC | 4,944,573 | $117.0B | 1395.90% | |
| 24 | AG8AGILENT TECHNOLOGIES INC | 1,885,100 | $116.6B | 1390.38% | |
| 25 | CLVSEURCLOVIS ONCOLOGY INC | 2,430,870 | $110.5B | 1318.30% | Call |
| 26 | AM6AMICUS THERAPEUTICS INC | 7,072,500 | $110.5B | 1317.59% | |
| 27 | XRAYDENTSPLY SIRONA INC | 2,393,500 | $104.8B | 1249.50% | |
| 28 | NVROEURNEVRO CORP | 1,260,091 | $100.6B | 1200.06% | |
| 29 | —AUDENTES THERAPEUTICS INC | 2,615,000 | $99.9B | 1191.72% | |
| 30 | —LOXO ONCOLOGY INC | 538,000 | $93.3B | 1113.16% | |
| 31 | SEMSELECT MED HLDGS CORP | 5,074,200 | $92.1B | 1098.43% | |
| 32 | JNJJOHNSON & JOHNSON | 756,000 | $91.7B | 1094.09% | |
| 33 | INSPINSPIRE MED SYS INC | 2,444,221 | $87.2B | 1039.56% | |
| 34 | ARRYEURARRAY BIOPHARMA INC | 4,900,900 | $82.2B | 980.83% | |
| 35 | ILMNILLUMINA INC | 284,500 | $79.5B | 947.69% | |
| 36 | DCPHEURDECIPHERA PHARMACEUTICALS IN | 2,005,700 | $78.9B | 941.32% | |
| 37 | —BLUEBIRD BIO INC | 488,200 | $76.6B | 913.88% | |
| 38 | IOVAIOVANCE BIOTHERAPEUTICS INC | 5,548,326 | $71.0B | 847.04% | |
| 39 | IM8NINSMED INC | 2,927,891 | $69.2B | 825.88% | |
| 40 | CRVSCORVUS PHARMACEUTICALS INC | 5,967,584 | $65.5B | 781.50% | |
| 41 | VRAYQVIEWRAY INC | 9,458,567 | $65.5B | 780.65% | |
| 42 | ACADACADIA PHARMACEUTICALS INC | 4,282,400 | $65.4B | 779.92% | |
| 43 | RYTMRHYTHM PHARMACEUTICALS INC | 2,065,000 | $64.6B | 769.91% | |
| 44 | —SHIRE PLC | 356,608 | $60.2B | 717.94% | |
| 45 | SRPTSAREPTA THERAPEUTICS INC | 452,600 | $59.8B | 713.53% | |
| 46 | IRWDIRONWOOD PHARMACEUTICALS INC | 3,079,250 | $58.9B | 702.20% | Call |
| 47 | ISRGINTUITIVE SURGICAL INC | 110,500 | $52.9B | 630.60% | |
| 48 | UHSUNIVERSAL HLTH SVCS INC | 463,300 | $51.6B | 615.79% | |
| 49 | XTNTXTANT MED HLDGS INC | 9,207,012 | $51.1B | 609.45% | |
| 50 | HRTXHERON THERAPEUTICS INC | 1,315,100 | $51.1B | 609.37% | |
| 51 | TFXTELEFLEX INC | 190,400 | $51.1B | 609.07% | |
| 52 | ARGXARGENX SE | 599,300 | $49.7B | 592.27% | |
| 53 | KALAKALA PHARMACEUTICALS INC | 3,447,840 | $47.3B | 564.61% | |
| 54 | GLPGGALAPAGOS NV | 486,990 | $44.9B | 535.41% | |
| 55 | —RESTORBIO INC | 4,830,387 | $44.2B | 527.15% | |
| 56 | EHTHEHEALTH INC | 1,834,700 | $40.5B | 483.60% | |
| 57 | ONCBEIGENE LTD | 261,400 | $40.2B | 479.28% | |
| 58 | —OBSEVA SA | 2,605,531 | $39.4B | 470.49% | |
| 59 | ZLABZAI LAB LTD | 1,611,000 | $37.5B | 446.73% | |
| 60 | MDMEDNAX INC | 862,600 | $37.3B | 445.27% | |
| 61 | TNDMTANDEM DIABETES CARE INC | 1,689,000 | $37.2B | 443.59% | |
| 62 | CICIGNA CORPORATION | 214,800 | $36.5B | 435.39% | |
| 63 | EX9EXELIXIS INC | 1,681,200 | $36.2B | 431.50% | |
| 64 | PFEPFIZER INC | 982,000 | $35.6B | 424.92% | |
| 65 | UNHUNITEDHEALTH GROUP INC | 123,300 | $30.3B | 360.79% | |
| 66 | INCYINCYTE CORP | 438,000 | $29.3B | 350.01% | |
| 67 | VRCAVERRICA PHARMACEUTICALS INC | 1,479,733 | $29.2B | 348.21% | |
| 68 | CRSPCRISPR THERAPEUTICS AG | 496,200 | $29.2B | 347.75% | |
| 69 | ASMBASSEMBLY BIOSCIENCES INC | 721,166 | $28.3B | 337.26% | |
| 70 | IMGNEURIMMUNOGEN INC | 2,904,270 | $28.3B | 337.04% | |
| 71 | GILDGILEAD SCIENCES INC | 364,600 | $25.8B | 308.05% | |
| 72 | INSYEURINSYS THERAPEUTICS INC NEW | 3,511,544 | $25.4B | 303.23% | |
| 73 | LTHLIFEPOINT HEALTH INC | 513,200 | $25.0B | 298.70% | |
| 74 | NVLSEURALPINE IMMUNE SCIENCES INC | 3,298,516 | $25.0B | 297.81% | |
| 75 | CTIC1USDCTI BIOPHARMA CORP | 5,000,000 | $24.9B | 296.98% | |
| 76 | SELBUSDSELECTA BIOSCIENCES INC | 1,842,797 | $24.4B | 291.22% | |
| 77 | HCAHCA HEALTHCARE INC | 237,300 | $24.3B | 290.38% | |
| 78 | INSM 1.75 01/15/25INSMED INC | 26,500,000 | $24.3B | 289.26% | |
| 79 | SYKSTRYKER CORP | 143,400 | $24.2B | 288.81% | |
| 80 | —MAGELLAN HEALTH INC | 251,383 | $24.1B | 287.68% | |
| 81 | ABTABBOTT LABS | 394,100 | $24.0B | 286.68% | |
| 82 | NTLAINTELLIA THERAPEUTICS INC | 876,000 | $24.0B | 285.85% | |
| 83 | AMGNAMGEN INC | 124,100 | $22.9B | 273.22% | |
| 84 | —RADIUS HEALTH INC | 762,900 | $22.5B | 268.15% | |
| 85 | HUMHUMANA INC | 72,600 | $21.6B | 257.72% | |
| 86 | —AERPIO PHARMACEUTICALS INC | 5,193,946 | $21.6B | 257.08% | |
| 87 | SVASINOVAC BIOTECH LTD | 2,839,500 | $21.2B | 252.65% | |
| 88 | CHRSCOHERUS BIOSCIENCES INC | 1,480,482 | $20.7B | 247.21% | |
| 89 | —FOAMIX PHARMACEUTICALS LTD | 4,040,000 | $20.2B | 241.40% | |
| 90 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 447,275 | $20.2B | 241.13% | |
| 91 | —SYNLOGIC INC | 2,029,996 | $20.0B | 238.00% | |
| 92 | AGLEUSDAEGLEA BIOTHERAPEUTICS INC | 1,865,524 | $19.7B | 235.40% | |
| 93 | SCPHSCPHARMACEUTICALS INC | 3,409,865 | $19.3B | 230.19% | |
| 94 | —STEADYMED LTD | 4,246,196 | $19.1B | 227.90% | |
| 95 | —K2M GROUP HLDGS INC | 843,205 | $19.0B | 226.28% | |
| 96 | NTRANATERA INC | 984,086 | $18.5B | 220.89% | |
| 97 | —NOVUS THERAPEUTICS INC | 2,537,110 | $17.8B | 211.82% | |
| 98 | VRNAVERONA PHARMA PLC | 1,250,396 | $17.1B | 203.71% | |
| 99 | PIRSPIERIS PHARMACEUTICALS INC | 3,140,000 | $15.9B | 189.88% | |
| 100 | NVONOVO-NORDISK A S | 330,000 | $15.2B | 181.53% |
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