ORBIMED ADVISORS LLC Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$8.3B
Holdings
147
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (147 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ALXNALEXION PHARMACEUTICALS INC | 2,881,103 | $400.5B | 4823.93% | |
| 2 | 1T7TRICIDA INC | 10,889,280 | $332.7B | 4006.89% | |
| 3 | VRTXVERTEX PHARMACEUTICALS INC | 1,700,500 | $327.8B | 3947.70% | Call |
| 4 | BIIBBIOGEN INC | 910,300 | $321.6B | 3873.80% | |
| 5 | BSXBOSTON SCIENTIFIC CORP | 7,863,995 | $302.8B | 3646.70% | |
| 6 | ASNDASCENDIS PHARMA A S | 4,155,891 | $294.5B | 3547.00% | |
| 7 | MRKMERCK & CO INC | 3,544,400 | $251.4B | 3028.52% | |
| 8 | CELGCELGENE CORP | 2,463,850 | $220.5B | 2655.74% | |
| 9 | —ALLERGAN PLC | 1,150,405 | $219.1B | 2639.34% | |
| 10 | —WRIGHT MED GROUP N V | 6,439,568 | $186.9B | 2250.87% | |
| 11 | —MYLAN N V | 4,779,600 | $174.9B | 2107.02% | |
| 12 | EWEDWARDS LIFESCIENCES CORP | 990,600 | $172.5B | 2077.27% | |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 668,000 | $163.0B | 1963.83% | |
| 14 | REGNREGENERON PHARMACEUTICALS | 394,400 | $159.4B | 1919.36% | |
| 15 | JAZZJAZZ PHARMACEUTICALS PLC | 884,000 | $148.6B | 1790.17% | |
| 16 | SRPTSAREPTA THERAPEUTICS INC | 854,400 | $138.0B | 1662.10% | |
| 17 | HUMHUMANA INC | 393,000 | $133.0B | 1602.40% | |
| 18 | CICIGNA CORPORATION | 633,900 | $132.0B | 1590.02% | |
| 19 | ELVANTHEM INC | 474,000 | $129.9B | 1564.61% | |
| 20 | BMYBRISTOL MYERS SQUIBB CO | 2,025,800 | $125.8B | 1514.77% | |
| 21 | PBYIPUMA BIOTECHNOLOGY INC | 2,705,181 | $124.0B | 1493.94% | |
| 22 | —CLEMENTIA PHARMACEUTICALS IN | 10,425,225 | $116.2B | 1400.09% | |
| 23 | DVADAVITA INC | 1,445,700 | $103.6B | 1247.29% | |
| 24 | INSPINSPIRE MED SYS INC | 2,444,221 | $102.9B | 1238.83% | |
| 25 | ILMNILLUMINA INC | 267,500 | $98.2B | 1182.66% | |
| 26 | —IMMUNOMEDICS INC | 4,328,573 | $90.2B | 1086.00% | |
| 27 | —AUDENTES THERAPEUTICS INC | 2,180,000 | $86.3B | 1039.53% | |
| 28 | NVROEURNEVRO CORP | 1,357,691 | $77.4B | 932.12% | |
| 29 | AG8AGILENT TECHNOLOGIES INC | 1,085,100 | $76.5B | 921.94% | |
| 30 | —PRINCIPIA BIOPHARMA INC | 2,605,713 | $76.1B | 917.07% | |
| 31 | DCPHEURDECIPHERA PHARMACEUTICALS IN | 1,953,500 | $75.6B | 911.06% | |
| 32 | AERIEURAERIE PHARMACEUTICALS INC | 1,219,830 | $75.1B | 904.33% | |
| 33 | —RESTORBIO INC | 4,830,387 | $73.1B | 880.85% | |
| 34 | ARRYEURARRAY BIOPHARMA INC | 4,806,900 | $73.1B | 880.05% | |
| 35 | MOHMOLINA HEALTHCARE INC | 488,781 | $72.7B | 875.43% | |
| 36 | XRAYDENTSPLY SIRONA INC | 1,889,200 | $71.3B | 858.76% | |
| 37 | MDMEDNAX INC | 1,469,300 | $68.6B | 825.76% | |
| 38 | —BLUEBIRD BIO INC | 459,200 | $67.0B | 807.51% | |
| 39 | CLVSEURCLOVIS ONCOLOGY INC | 2,234,570 | $65.6B | 790.48% | |
| 40 | IOVAIOVANCE BIOTHERAPEUTICS INC | 5,548,326 | $62.4B | 751.82% | |
| 41 | PTCTPTC THERAPEUTICS INC | 1,275,000 | $59.9B | 721.78% | |
| 42 | JNJJOHNSON & JOHNSON | 414,100 | $57.2B | 689.15% | |
| 43 | IRWDIRONWOOD PHARMACEUTICALS INC | 3,079,250 | $56.8B | 684.66% | Call |
| 44 | —LOXO ONCOLOGY INC | 330,000 | $56.4B | 679.01% | |
| 45 | CRNXCRINETICS PHARMACEUTICALS IN | 1,914,282 | $54.8B | 660.58% | |
| 46 | ARGXARGENX SE | 718,800 | $54.5B | 656.61% | |
| 47 | VRAYQVIEWRAY INC | 5,736,267 | $53.7B | 646.69% | |
| 48 | ISRGINTUITIVE SURGICAL INC | 92,200 | $52.9B | 637.44% | |
| 49 | CRVSCORVUS PHARMACEUTICALS INC | 5,967,584 | $51.2B | 616.71% | |
| 50 | EX9EXELIXIS INC | 2,801,900 | $49.6B | 598.02% | |
| 51 | UNHUNITEDHEALTH GROUP INC | 186,500 | $49.6B | 597.61% | |
| 52 | BHCBAUSCH HEALTH COS INC | 1,903,900 | $48.9B | 588.66% | |
| 53 | CNCCENTENE CORP DEL | 337,400 | $48.8B | 588.37% | |
| 54 | ONCBEIGENE LTD | 282,500 | $48.7B | 586.00% | |
| 55 | HRTXHERON THERAPEUTICS INC | 1,514,500 | $47.9B | 577.35% | |
| 56 | —OBSEVA SA | 2,605,531 | $47.0B | 565.84% | |
| 57 | ASMBASSEMBLY BIOSCIENCES INC | 1,233,371 | $45.8B | 551.73% | |
| 58 | EHTHEHEALTH INC | 1,611,200 | $45.5B | 548.43% | |
| 59 | ARVNARVINAS INC | 2,645,865 | $44.6B | 537.63% | |
| 60 | GLPGGALAPAGOS NV | 391,631 | $44.0B | 530.34% | |
| 61 | TFXTELEFLEX INC | 157,300 | $41.9B | 504.14% | |
| 62 | PRQRPROQR THRAPEUTICS N V | 2,037,875 | $39.4B | 474.96% | |
| 63 | SPPIUSDSPECTRUM PHARMACEUTICALS INC | 2,265,500 | $38.1B | 458.42% | |
| 64 | IM8NINSMED INC | 1,829,300 | $37.0B | 445.51% | |
| 65 | XTNTXTANT MED HLDGS INC | 9,207,012 | $35.4B | 426.95% | |
| 66 | ZLABZAI LAB LTD | 1,753,538 | $34.2B | 411.44% | |
| 67 | KALAKALA PHARMACEUTICALS INC | 3,447,840 | $34.0B | 409.88% | |
| 68 | AMGNAMGEN INC | 151,600 | $31.4B | 378.50% | |
| 69 | TNDMTANDEM DIABETES CARE INC | 714,500 | $30.6B | 368.68% | |
| 70 | INSYEURINSYS THERAPEUTICS INC NEW | 3,028,354 | $30.5B | 367.68% | |
| 71 | RYTMRHYTHM PHARMACEUTICALS INC | 1,041,353 | $30.4B | 365.87% | |
| 72 | —FOAMIX PHARMACEUTICALS LTD | 5,195,330 | $29.8B | 358.56% | |
| 73 | PFEPFIZER INC | 668,700 | $29.5B | 354.96% | |
| 74 | ABTABBOTT LABS | 394,100 | $28.9B | 348.22% | |
| 75 | —SYNLOGIC INC | 2,029,996 | $28.8B | 347.44% | |
| 76 | CHRSCOHERUS BIOSCIENCES INC | 1,722,400 | $28.4B | 342.31% | |
| 77 | GILDGILEAD SCIENCES INC | 364,600 | $28.2B | 339.07% | |
| 78 | SELBUSDSELECTA BIOSCIENCES INC | 1,692,797 | $26.3B | 317.05% | |
| 79 | VRCAVERRICA PHARMACEUTICALS INC | 1,479,733 | $24.0B | 289.63% | |
| 80 | SYKSTRYKER CORP | 130,200 | $23.1B | 278.64% | |
| 81 | INSM 1.75 01/15/25INSMED INC | 26,500,000 | $22.6B | 272.34% | |
| 82 | CRSPCRISPR THERAPEUTICS AG | 496,200 | $22.0B | 265.06% | |
| 83 | SVASINOVAC BIOTECH LTD | 2,839,500 | $21.6B | 260.61% | |
| 84 | NVTA1EURINVITAE CORP | 1,274,549 | $21.3B | 256.83% | |
| 85 | AM6AMICUS THERAPEUTICS INC | 1,763,277 | $21.3B | 256.77% | |
| 86 | NTLAINTELLIA THERAPEUTICS INC | 744,600 | $21.3B | 256.67% | |
| 87 | NVLSEURALPINE IMMUNE SCIENCES INC | 3,298,516 | $20.9B | 251.49% | |
| 88 | AGLEUSDAEGLEA BIOTHERAPEUTICS INC | 2,165,524 | $20.7B | 249.61% | |
| 89 | SCPHSCPHARMACEUTICALS INC | 3,409,865 | $20.0B | 241.09% | |
| 90 | —AETNA INC NEW | 98,200 | $19.9B | 239.93% | |
| 91 | RCKTROCKET PHARMACEUTICALS INC | 775,000 | $19.1B | 229.83% | |
| 92 | SEMSELECT MED HLDGS CORP | 1,034,711 | $19.0B | 229.32% | |
| 93 | NBIXNEUROCRINE BIOSCIENCES INC | 137,800 | $16.9B | 204.07% | |
| 94 | MCKMCKESSON CORP | 124,100 | $16.5B | 198.28% | Call |
| 95 | NTRANATERA INC | 684,086 | $16.4B | 197.26% | |
| 96 | —AERPIO PHARMACEUTICALS INC | 5,193,946 | $16.0B | 193.31% | |
| 97 | VRNAVERONA PHARMA PLC | 1,250,396 | $15.6B | 188.40% | |
| 98 | NVONOVO-NORDISK A S | 330,000 | $15.6B | 187.37% | |
| 99 | —DBV TECHNOLOGIES S A | 665,200 | $14.9B | 179.95% | |
| 100 | IMGNEURIMMUNOGEN INC | 1,469,189 | $13.9B | 167.58% |
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