ORBIMED ADVISORS LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$5.5B
Holdings
121
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (121 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SVASINOVAC BIOTECH LTD | 2,718,735 | $340.0B | 6160.64% | |
| 2 | ISRGINTUITIVE SURGICAL INC | 620,500 | $212.2B | 3844.49% | |
| 3 | ELVNENLIVEN THERAPEUTICS INC | 8,998,338 | $183.7B | 3327.76% | |
| 4 | BSXBOSTON SCIENTIFIC CORP | 3,379,900 | $182.8B | 3312.59% | |
| 5 | BAXBAXTER INTL INC | 3,675,000 | $167.4B | 3033.81% | Call |
| 6 | HUMHUMANA INC | 373,700 | $167.1B | 3027.64% | Call |
| 7 | —THESEUS PHARMACEUTICALS INC | 17,233,668 | $160.8B | 2913.44% | |
| 8 | BIIBBIOGEN INC | 556,800 | $158.6B | 2873.84% | |
| 9 | BMRNBIOMARIN PHARMACEUTICAL INC | 1,615,210 | $140.0B | 2536.85% | |
| 10 | UNHUNITEDHEALTH GROUP INC | 244,000 | $117.3B | 2124.99% | |
| 11 | EWTXEDGEWISE THERAPEUTICS INC | 14,567,176 | $112.9B | 2045.61% | |
| 12 | SLRNACELYRIN INC | 5,326,302 | $111.3B | 2017.06% | |
| 13 | SWTXSPRINGWORKS THERAPEUTICS INC | 4,178,588 | $109.6B | 1985.22% | |
| 14 | IRONDISC MEDICINE INC | 2,269,637 | $100.8B | 1825.94% | |
| 15 | BMYBRISTOL-MYERS SQUIBB CO | 1,488,000 | $95.2B | 1724.21% | |
| 16 | ISIIONIS PHARMACEUTICALS INC | 2,169,500 | $89.0B | 1612.90% | |
| 17 | UTHUNITED THERAPEUTICS CORP DEL | 401,900 | $88.7B | 1607.55% | |
| 18 | EVHEVOLENT HEALTH INC | 2,895,632 | $87.7B | 1589.76% | |
| 19 | —VECTIVBIO HLDG AG | 5,156,561 | $87.7B | 1588.38% | |
| 20 | LLYLILLY ELI & CO | 186,000 | $87.2B | 1580.57% | |
| 21 | THCTENET HEALTHCARE CORP | 1,060,500 | $86.3B | 1563.78% | Call |
| 22 | TMOTHERMO FISHER SCIENTIFIC INC | 162,800 | $84.9B | 1539.09% | |
| 23 | APLSAPELLIS PHARMACEUTICALS INC | 910,200 | $82.9B | 1502.46% | |
| 24 | SYKSTRYKER CORPORATION | 271,400 | $82.8B | 1500.32% | |
| 25 | VRNAVERONA PHARMA PLC | 3,777,778 | $79.9B | 1447.07% | |
| 26 | SRPTSAREPTA THERAPEUTICS INC | 654,000 | $74.9B | 1357.08% | |
| 27 | MDGLMADRIGAL PHARMACEUTICALS INC | 321,569 | $74.3B | 1345.96% | |
| 28 | CRNXCRINETICS PHARMACEUTICALS IN | 3,950,796 | $71.2B | 1289.99% | |
| 29 | CMPXCOMPASS THERAPEUTICS INC | 22,362,850 | $71.1B | 1288.55% | |
| 30 | XTNTXTANT MED HLDGS INC | 73,114,592 | $68.0B | 1231.93% | |
| 31 | TERNTERNS PHARMACEUTICALS INC | 7,619,135 | $66.7B | 1207.98% | |
| 32 | RCM1USDR1 RCM INC | 3,441,000 | $63.5B | 1150.34% | |
| 33 | SIBNSI-BONE INC | 2,292,531 | $61.9B | 1120.74% | |
| 34 | KROSKEROS THERAPEUTICS INC | 1,514,734 | $60.9B | 1102.79% | |
| 35 | SPRYARS PHARMACEUTICALS INC | 8,740,887 | $58.6B | 1061.15% | |
| 36 | VRTXVERTEX PHARMACEUTICALS INC | 165,400 | $58.2B | 1054.66% | |
| 37 | SCPHSCPHARMACEUTICALS INC | 5,559,528 | $56.7B | 1026.50% | |
| 38 | SNDXSYNDAX PHARMACEUTICALS INC | 2,530,240 | $53.0B | 959.57% | |
| 39 | PCVXVAXCYTE INC | 1,007,148 | $50.3B | 911.36% | |
| 40 | PRLDPRELUDE THERAPEUTICS INC | 10,909,256 | $49.1B | 889.52% | |
| 41 | EWEDWARDS LIFESCIENCES CORP | 515,000 | $48.6B | 880.25% | |
| 42 | NTRANATERA INC | 973,581 | $47.4B | 858.40% | |
| 43 | NBIXNEUROCRINE BIOSCIENCES INC | 489,000 | $46.1B | 835.54% | |
| 44 | CITHE CIGNA GROUP | 161,000 | $45.2B | 818.58% | |
| 45 | XENEXENON PHARMACEUTICALS INC | 1,096,000 | $42.2B | 764.57% | |
| 46 | NVLSEURALPINE IMMUNE SCIENCES INC | 4,081,592 | $42.0B | 760.27% | |
| 47 | PMVPPMV PHARMACEUTICALS INC | 6,563,077 | $41.1B | 744.44% | |
| 48 | IMAIKENA ONCOLOGY INC | 6,215,466 | $40.8B | 738.80% | |
| 49 | HZNPHORIZON THERAPEUTICS PUB L | 366,400 | $37.7B | 682.82% | Put |
| 50 | ZBHZIMMER BIOMET HOLDINGS INC | 245,000 | $35.7B | 646.36% | |
| 51 | RPTXREPARE THERAPEUTICS INC | 3,322,488 | $35.2B | 636.94% | |
| 52 | GRCLGRACELL BIOTECHNOLOGIES INC | 9,033,726 | $34.4B | 623.65% | |
| 53 | JANXJANUX THERAPEUTICS INC | 2,836,386 | $33.7B | 610.05% | |
| 54 | IOVAIOVANCE BIOTHERAPEUTICS INC | 4,707,458 | $33.1B | 600.49% | |
| 55 | MRTXEURMIRATI THERAPEUTICS INC | 913,650 | $33.0B | 598.13% | |
| 56 | TVTXTRAVERE THERAPEUTICS INC | 2,118,100 | $32.5B | 589.50% | |
| 57 | TELATELA BIO INC | 2,835,542 | $28.7B | 520.47% | |
| 58 | AMGNAMGEN INC | 127,300 | $28.3B | 512.11% | |
| 59 | VERAVERA THERAPEUTICS INC | 1,756,800 | $28.2B | 510.91% | |
| 60 | THRDTHIRD HARMONIC BIO INC | 5,779,071 | $27.8B | 503.67% | |
| 61 | ABCLABCELLERA BIOLOGICS INC | 4,180,768 | $27.0B | 489.37% | |
| 62 | IMAPRELUDE THERAPEUTICS INC | 5,680,186 | $25.6B | 463.15% | |
| 63 | —MERSANA THERAPEUTICS INC | 7,464,937 | $24.6B | 445.01% | Call |
| 64 | —KINNATE BIOPHARMA INC | 8,009,729 | $24.3B | 439.75% | |
| 65 | TSVT*2SEVENTY BIO INC | 2,391,628 | $24.2B | 438.55% | |
| 66 | QUREUNIQURE NV | 2,064,455 | $23.7B | 428.68% | |
| 67 | RAPTEURRAPT THERAPEUTICS INC | 1,251,070 | $23.4B | 423.91% | |
| 68 | AM6AMICUS THERAPEUTICS INC | 1,856,400 | $23.3B | 422.48% | |
| 69 | ALXOALX ONCOLOGY HLDGS INC | 2,871,000 | $21.6B | 390.68% | |
| 70 | —IKENA ONCOLOGY INC | 3,186,166 | $20.9B | 378.72% | |
| 71 | TORCEURADICET BIO INC | 8,322,140 | $20.2B | 366.43% | |
| 72 | —DECIBEL THERAPEUTICS INC | 4,945,192 | $19.0B | 344.98% | |
| 73 | ARQTARCUTIS BIOTHERAPEUTICS INC | 1,914,479 | $18.2B | 330.59% | |
| 74 | NPCENEUROPACE INC | 4,012,281 | $18.0B | 326.43% | |
| 75 | VTYXVENTYX BIOSCIENCES INC | 540,984 | $17.7B | 321.52% | |
| 76 | CRVSCORVUS PHARMACEUTICALS INC | 6,943,654 | $15.9B | 288.12% | |
| 77 | —FUSION PHARMACEUTICALS INC | 3,122,770 | $14.6B | 264.24% | |
| 78 | ASNSUSDX4 PHARMACEUTICALS INC | 7,133,515 | $13.8B | 250.76% | |
| 79 | KZRKEZAR LIFE SCIENCES INC | 5,463,000 | $13.4B | 242.52% | |
| 80 | AVTEAEROVATE THERAPEUTICS INC | 756,930 | $13.0B | 235.22% | |
| 81 | ARGXARGENX SE | 32,600 | $12.7B | 230.21% | |
| 82 | MORFMORPHIC HLDG INC | 208,500 | $12.0B | 216.59% | |
| 83 | VSTMVERASTEM INC | 1,529,115 | $11.4B | 206.14% | |
| 84 | IMTXIMMATICS N.V | 966,829 | $11.2B | 202.16% | |
| 85 | GDRXGOODRX HLDGS INC | 1,788,600 | $9.9B | 178.90% | |
| 86 | REGNREGENERON PHARMACEUTICALS | 13,500 | $9.7B | 175.76% | |
| 87 | GLTOUSDGALECTO INC | 3,834,237 | $9.7B | 175.08% | |
| 88 | PASGPASSAGE BIO INC | 10,124,576 | $9.5B | 172.68% | |
| 89 | AKROAKERO THERAPEUTICS INC | 199,500 | $9.3B | 168.78% | |
| 90 | BBIO 2.25 02/01/29BRIDGEBIO PHARMA INC | 15,000,000 | $9.3B | 167.88% | |
| 91 | ORICORIC PHARMACEUTICALS INC | 1,168,468 | $9.1B | 164.30% | |
| 92 | GHRSGH RESEARCH PLC | 736,315 | $8.7B | 158.30% | |
| 93 | GILDGILEAD SCIENCES INC | 100,000 | $7.7B | 139.65% | |
| 94 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 117,000 | $6.0B | 108.12% | |
| 95 | —YS BIOPHARMA CO LTD | 4,298,465 | $5.9B | 107.48% | |
| 96 | CGEMCULLINAN ONCOLOGY INC | 544,848 | $5.9B | 106.23% | |
| 97 | CUTREURCUTERA INC | 387,100 | $5.9B | 106.12% | |
| 98 | SRRKSCHOLAR ROCK HLDG CORP | 735,645 | $5.5B | 100.50% | |
| 99 | IVVDINVIVYD INC | 5,270,400 | $5.5B | 100.27% | |
| 100 | NXTCNEXTCURE INC | 2,711,013 | $4.9B | 88.42% |
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