ORBIMED ADVISORS LLC Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$6.5T
Holdings
123
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (123 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ASNDASCENDIS PHARMA A S | 3,846,673 | $442.9B | 6.86% | |
| 2 | 1T7TRICIDA INC | 11,114,280 | $438.6B | 6.79% | |
| 3 | BSXBOSTON SCIENTIFIC CORP | 6,752,500 | $290.2B | 4.49% | |
| 4 | ALXNALEXION PHARMACEUTICALS INC | 1,926,085 | $252.3B | 3.91% | |
| 5 | ALECALECTOR INC | 13,182,329 | $250.5B | 3.88% | |
| 6 | MRKMERCK & CO INC | 2,570,100 | $215.5B | 3.34% | |
| 7 | —PREVAIL THERAPEUTICS INC | 13,822,463 | $182.5B | 2.83% | |
| 8 | VRTXVERTEX PHARMACEUTICALS INC | 973,300 | $178.5B | 2.76% | |
| 9 | NBIXNEUROCRINE BIOSCIENCES INC | 1,833,200 | $154.8B | 2.40% | |
| 10 | IOVAIOVANCE BIOTHERAPEUTICS INC | 5,548,326 | $136.0B | 2.11% | |
| 11 | TMOTHERMO FISHER SCIENTIFIC INC | 462,800 | $135.9B | 2.10% | |
| 12 | EWEDWARDS LIFESCIENCES CORP | 715,000 | $132.1B | 2.05% | |
| 13 | SRPTSAREPTA THERAPEUTICS INC | 828,400 | $125.9B | 1.95% | |
| 14 | —WRIGHT MED GROUP N V | 4,187,799 | $124.9B | 1.93% | |
| 15 | ISRGINTUITIVE SURGICAL INC | 210,300 | $110.3B | 1.71% | |
| 16 | —TURNING POINT THERAPEUTICS I | 2,567,550 | $104.5B | 1.62% | |
| 17 | ELVANTHEM INC | 361,600 | $102.0B | 1.58% | |
| 18 | BHCBAUSCH HEALTH COS INC | 3,740,700 | $94.3B | 1.46% | |
| 19 | PTCTPTC THERAPEUTICS INC | 2,089,700 | $94.0B | 1.46% | |
| 20 | INSPINSPIRE MED SYS INC | 1,471,000 | $89.2B | 1.38% | |
| 21 | NTRANATERA INC | 3,224,328 | $88.9B | 1.38% | |
| 22 | —LOGICBIO THERAPEUTICS INC | 6,466,783 | $84.1B | 1.30% | |
| 23 | BMYBRISTOL MYERS SQUIBB CO | 1,845,200 | $83.7B | 1.30% | Call |
| 24 | EX9EXELIXIS INC | 3,912,900 | $83.6B | 1.30% | |
| 25 | —AVEDRO INC | 4,240,128 | $83.3B | 1.29% | |
| 26 | DCPHEURDECIPHERA PHARMACEUTICALS IN | 3,618,171 | $81.6B | 1.26% | |
| 27 | ABTABBOTT LABS | 938,000 | $78.9B | 1.22% | |
| 28 | EHTHEHEALTH INC | 909,814 | $78.3B | 1.21% | |
| 29 | ATNXEURATHENEX INC | 3,840,130 | $76.0B | 1.18% | |
| 30 | —SYNTHORX INC | 5,316,355 | $71.8B | 1.11% | |
| 31 | QUREUNIQURE NV | 897,800 | $70.2B | 1.09% | |
| 32 | MGTXMEIRAGTX HOLDINGS PLC | 2,586,951 | $69.5B | 1.08% | |
| 33 | REGNREGENERON PHARMACEUTICALS | 215,800 | $67.5B | 1.05% | |
| 34 | AG8AGILENT TECHNOLOGIES INC | 893,200 | $66.7B | 1.03% | |
| 35 | —AUDENTES THERAPEUTICS INC | 1,713,069 | $64.9B | 1.00% | |
| 36 | ARVNARVINAS INC | 2,678,810 | $58.9B | 0.91% | |
| 37 | —PRINCIPIA BIOPHARMA INC | 1,605,713 | $53.3B | 0.83% | |
| 38 | ILMNILLUMINA INC | 140,200 | $51.6B | 0.80% | |
| 39 | CRNXCRINETICS PHARMACEUTICALS IN | 2,039,282 | $51.0B | 0.79% | |
| 40 | —RESTORBIO INC | 4,830,387 | $49.3B | 0.76% | |
| 41 | APLSAPELLIS PHARMACEUTICALS INC | 1,898,700 | $48.1B | 0.75% | Call |
| 42 | —MYOKARDIA INC | 955,300 | $47.9B | 0.74% | |
| 43 | VRAYQVIEWRAY INC | 5,149,019 | $45.4B | 0.70% | |
| 44 | ARGXARGENX SE | 310,400 | $43.9B | 0.68% | |
| 45 | ZLABZAI LAB LTD | 1,169,000 | $40.8B | 0.63% | |
| 46 | NXTCNEXTCURE INC | 2,711,013 | $40.6B | 0.63% | |
| 47 | CICIGNA CORP NEW | 252,600 | $39.8B | 0.62% | |
| 48 | DC4DEXCOM INC | 262,900 | $39.4B | 0.61% | |
| 49 | TNDMTANDEM DIABETES CARE INC | 570,790 | $36.8B | 0.57% | |
| 50 | GILDGILEAD SCIENCES INC | 501,600 | $33.9B | 0.52% | Call |
| 51 | PRTAPROTHENA CORP PLC | 3,065,278 | $32.4B | 0.50% | |
| 52 | —HARPOON THERAPEUTICS INC | 2,446,409 | $31.8B | 0.49% | |
| 53 | TAKTAKEDA PHARMACEUTICAL CO LTD | 1,750,000 | $31.0B | 0.48% | Call |
| 54 | CDNACAREDX INC | 827,600 | $29.8B | 0.46% | |
| 55 | —OBSEVA SA | 2,605,531 | $29.5B | 0.46% | |
| 56 | SPYSPDR S&P 500 ETF TR | 100,000 | $29.3B | 0.45% | Put |
| 57 | CLVSEURCLOVIS ONCOLOGY INC | 1,913,234 | $28.4B | 0.44% | |
| 58 | XTNTXTANT MED HLDGS INC | 9,207,012 | $27.6B | 0.43% | |
| 59 | —MYLAN N V | 1,373,305 | $26.1B | 0.40% | |
| 60 | KRYSKRYSTAL BIOTECH INC | 642,006 | $25.9B | 0.40% | |
| 61 | —ENDO INTL PLC | 6,165,464 | $25.4B | 0.39% | |
| 62 | CRVSCORVUS PHARMACEUTICALS INC | 6,565,685 | $24.6B | 0.38% | |
| 63 | ADVMCHFADVERUM BIOTECHNOLOGIES INC | 1,960,200 | $23.3B | 0.36% | |
| 64 | AUPHAURINIA PHARMACEUTICALS INC | 3,531,002 | $23.2B | 0.36% | |
| 65 | —SPARK THERAPEUTICS INC | 219,900 | $22.5B | 0.35% | |
| 66 | AMGNAMGEN INC | 122,100 | $22.5B | 0.35% | |
| 67 | GNFTYGENFIT S A | 1,125,607 | $22.2B | 0.34% | |
| 68 | KALAKALA PHARMACEUTICALS INC | 3,447,840 | $22.0B | 0.34% | |
| 69 | ALCALCON INC | 351,380 | $21.7B | 0.34% | |
| 70 | BIIBBIOGEN INC | 87,700 | $20.5B | 0.32% | |
| 71 | SIBNSI BONE INC | 985,368 | $20.0B | 0.31% | |
| 72 | KPTIEURKARYOPHARM THERAPEUTICS INC | 3,148,475 | $18.9B | 0.29% | |
| 73 | —SYNLOGIC INC | 2,029,996 | $18.5B | 0.29% | |
| 74 | RYTMRHYTHM PHARMACEUTICALS INC | 787,300 | $17.3B | 0.27% | |
| 75 | VRCAVERRICA PHARMACEUTICALS INC | 1,479,733 | $17.2B | 0.27% | |
| 76 | NVONOVO-NORDISK A S | 330,000 | $16.8B | 0.26% | |
| 77 | SVASINOVAC BIOTECH LTD | 2,839,500 | $16.6B | 0.26% | |
| 78 | NVLSEURALPINE IMMUNE SCIENCES INC | 3,670,955 | $15.5B | 0.24% | |
| 79 | AGLEUSDAEGLEA BIOTHERAPEUTICS INC | 2,165,524 | $14.8B | 0.23% | |
| 80 | ABBVABBVIE INC | 200,000 | $14.5B | 0.23% | Call |
| 81 | ASNSUSDX4 PHARMACEUTICALS INC | 936,493 | $14.0B | 0.22% | |
| 82 | AMRNAMARIN CORP PLC | 717,600 | $13.9B | 0.22% | |
| 83 | BMRNBIOMARIN PHARMACEUTICAL INC | 150,000 | $12.8B | 0.20% | Put |
| 84 | PRQRPROQR THRAPEUTICS N V | 1,382,502 | $12.6B | 0.19% | |
| 85 | —FOAMIX PHARMACEUTICALS LTD | 5,195,330 | $12.4B | 0.19% | |
| 86 | —IMMUNOMEDICS INC | 818,200 | $11.3B | 0.18% | |
| 87 | —NABRIVA THERAPEUTICS PLC | 4,644,600 | $11.3B | 0.17% | |
| 88 | SYKSTRYKER CORP | 54,000 | $11.1B | 0.17% | |
| 89 | —ARQULE INC | 1,000,000 | $11.0B | 0.17% | |
| 90 | SCPHSCPHARMACEUTICALS INC | 3,409,865 | $10.9B | 0.17% | |
| 91 | PFEPFIZER INC | 250,000 | $10.8B | 0.17% | Put |
| 92 | —CONSTELLATION PHARMCETICLS I | 835,842 | $10.3B | 0.16% | |
| 93 | RETAEURREATA PHARMACEUTICALS INC | 100,000 | $9.4B | 0.15% | Put |
| 94 | PSNLPERSONALIS INC | 300,000 | $8.1B | 0.13% | |
| 95 | PBYIPUMA BIOTECHNOLOGY INC | 624,249 | $7.9B | 0.12% | |
| 96 | —MERSANA THERAPEUTICS INC | 1,891,119 | $7.7B | 0.12% | |
| 97 | ASMBASSEMBLY BIOSCIENCES INC | 523,600 | $7.1B | 0.11% | |
| 98 | AM6AMICUS THERAPEUTICS INC | 518,309 | $6.5B | 0.10% | |
| 99 | ARNAEURARENA PHARMACEUTICALS INC | 110,000 | $6.4B | 0.10% | |
| 100 | VRNAVERONA PHARMA PLC | 1,250,396 | $6.4B | 0.10% |
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