ORBIMED ADVISORS LLC Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$5.4B
Holdings
127
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (127 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | 1T7TRICIDA INC | 10,889,280 | $256.8B | 4748.11% | |
| 2 | ASNDASCENDIS PHARMA A S | 4,087,373 | $256.1B | 4735.26% | |
| 3 | BIIBBIOGEN INC | 835,249 | $251.3B | 4647.78% | |
| 4 | CELGCELGENE CORP | 3,356,700 | $215.1B | 3978.15% | Call |
| 5 | BSXBOSTON SCIENTIFIC CORP | 6,040,400 | $213.5B | 3947.40% | Call |
| 6 | ALXNALEXION PHARMACEUTICALS INC | 2,047,400 | $199.3B | 3686.06% | |
| 7 | MRKMERCK & CO INC | 2,495,000 | $190.6B | 3525.33% | |
| 8 | VRTXVERTEX PHARMACEUTICALS INC | 1,133,200 | $187.8B | 3472.44% | |
| 9 | —WRIGHT MED GROUP N V | 4,905,899 | $133.5B | 2469.37% | |
| 10 | —ALLERGAN PLC | 957,000 | $127.9B | 2365.34% | |
| 11 | —CLEMENTIA PHARMACEUTICALS IN | 10,425,225 | $122.6B | 2267.11% | |
| 12 | —MYLAN N V | 3,986,200 | $109.2B | 2019.71% | |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 437,500 | $97.9B | 1810.49% | |
| 14 | —SYNTHORX INC | 5,316,355 | $92.4B | 1708.60% | |
| 15 | CICIGNA CORP NEW | 482,700 | $91.7B | 1695.21% | |
| 16 | SRPTSAREPTA THERAPEUTICS INC | 781,000 | $85.2B | 1576.07% | |
| 17 | REGNREGENERON PHARMACEUTICALS | 222,100 | $83.0B | 1533.97% | |
| 18 | ISRGINTUITIVE SURGICAL INC | 170,500 | $81.7B | 1509.96% | |
| 19 | ELVANTHEM INC | 305,400 | $80.2B | 1483.17% | |
| 20 | INSPINSPIRE MED SYS INC | 1,829,449 | $77.3B | 1429.30% | |
| 21 | ILMNILLUMINA INC | 245,900 | $73.8B | 1363.82% | |
| 22 | —IMMUNOMEDICS INC | 5,067,403 | $72.3B | 1337.18% | Call |
| 23 | —PRINCIPIA BIOPHARMA INC | 2,605,713 | $71.4B | 1319.76% | |
| 24 | EWEDWARDS LIFESCIENCES CORP | 465,600 | $71.3B | 1318.76% | |
| 25 | —LOGICBIO THERAPEUTICS INC | 6,466,783 | $67.3B | 1243.66% | |
| 26 | BHCBAUSCH HEALTH COS INC | 3,600,300 | $66.5B | 1229.67% | |
| 27 | ARGXARGENX SE | 647,600 | $62.2B | 1150.47% | |
| 28 | HUMHUMANA INC | 206,500 | $59.2B | 1093.94% | |
| 29 | GHGUARDANT HEALTH INC | 1,534,464 | $57.7B | 1066.62% | |
| 30 | CRNXCRINETICS PHARMACEUTICALS IN | 1,914,282 | $57.4B | 1061.59% | |
| 31 | EX9EXELIXIS INC | 2,801,900 | $55.1B | 1019.14% | |
| 32 | PBYIPUMA BIOTECHNOLOGY INC | 2,598,883 | $52.9B | 977.97% | |
| 33 | PTCTPTC THERAPEUTICS INC | 1,519,700 | $52.2B | 964.46% | |
| 34 | CVSCVS HEALTH CORP | 793,800 | $52.0B | 961.76% | |
| 35 | DCPHEURDECIPHERA PHARMACEUTICALS IN | 2,442,200 | $51.3B | 947.92% | |
| 36 | AG8AGILENT TECHNOLOGIES INC | 753,000 | $50.8B | 939.33% | |
| 37 | CLVSEURCLOVIS ONCOLOGY INC | 2,752,200 | $49.4B | 914.05% | |
| 38 | IOVAIOVANCE BIOTHERAPEUTICS INC | 5,548,326 | $49.1B | 908.00% | |
| 39 | CNCCENTENE CORP DEL | 417,400 | $48.1B | 889.93% | |
| 40 | UNHUNITEDHEALTH GROUP INC | 186,500 | $46.5B | 859.15% | |
| 41 | EHTHEHEALTH INC | 1,100,000 | $42.3B | 781.50% | |
| 42 | —RESTORBIO INC | 4,830,387 | $41.6B | 769.96% | |
| 43 | ZLABZAI LAB LTD | 1,753,538 | $40.7B | 752.93% | |
| 44 | —AUDENTES THERAPEUTICS INC | 1,893,500 | $40.4B | 746.49% | |
| 45 | ONCBEIGENE LTD | 282,500 | $39.6B | 732.70% | |
| 46 | —BLUEBIRD BIO INC | 387,200 | $38.4B | 710.27% | |
| 47 | HRTXHERON THERAPEUTICS INC | 1,400,300 | $36.3B | 671.69% | |
| 48 | TNDMTANDEM DIABETES CARE INC | 948,000 | $36.0B | 665.63% | |
| 49 | MOHMOLINA HEALTHCARE INC | 305,000 | $35.4B | 655.48% | |
| 50 | NBIXNEUROCRINE BIOSCIENCES INC | 494,200 | $35.3B | 652.59% | |
| 51 | ARVNARVINAS INC | 2,678,810 | $34.4B | 636.54% | |
| 52 | —OBSEVA SA | 2,605,531 | $33.0B | 609.97% | |
| 53 | ABTABBOTT LABS | 448,400 | $32.4B | 599.74% | |
| 54 | AERIEURAERIE PHARMACEUTICALS INC | 872,100 | $31.5B | 582.18% | |
| 55 | VRAYQVIEWRAY INC | 5,149,019 | $31.3B | 577.96% | |
| 56 | IRWDIRONWOOD PHARMACEUTICALS INC | 2,878,000 | $29.8B | 551.35% | |
| 57 | GILDGILEAD SCIENCES INC | 443,800 | $27.8B | 513.33% | |
| 58 | DVADAVITA INC | 534,000 | $27.5B | 508.15% | |
| 59 | BMYBRISTOL MYERS SQUIBB CO | 505,900 | $26.3B | 486.28% | |
| 60 | PFEPFIZER INC | 602,200 | $26.3B | 486.07% | |
| 61 | —SHIRE PLC | 150,000 | $26.1B | 482.75% | Call |
| 62 | RYTMRHYTHM PHARMACEUTICALS INC | 928,500 | $25.0B | 461.52% | |
| 63 | AMGNAMGEN INC | 122,100 | $23.8B | 439.53% | |
| 64 | PRQRPROQR THRAPEUTICS N V | 1,437,731 | $22.7B | 419.52% | |
| 65 | ASMBASSEMBLY BIOSCIENCES INC | 996,123 | $22.5B | 416.66% | |
| 66 | CRVSCORVUS PHARMACEUTICALS INC | 5,967,584 | $21.9B | 404.99% | |
| 67 | SIBNSI BONE INC | 985,368 | $20.6B | 380.63% | |
| 68 | SYKSTRYKER CORP | 130,200 | $20.4B | 377.40% | |
| 69 | SPPIUSDSPECTRUM PHARMACEUTICALS INC | 2,265,500 | $19.8B | 366.56% | |
| 70 | SVASINOVAC BIOTECH LTD | 2,839,500 | $19.7B | 364.40% | |
| 71 | —FOAMIX PHARMACEUTICALS LTD | 5,195,330 | $18.7B | 344.89% | |
| 72 | KALAKALA PHARMACEUTICALS INC | 3,447,840 | $16.9B | 311.77% | |
| 73 | DC4DEXCOM INC | 138,700 | $16.6B | 307.26% | |
| 74 | —MYOKARDIA INC | 335,100 | $16.4B | 302.77% | |
| 75 | AGLEUSDAEGLEA BIOTHERAPEUTICS INC | 2,165,524 | $16.2B | 299.94% | |
| 76 | NVONOVO-NORDISK A S | 330,000 | $15.2B | 281.13% | |
| 77 | XTNTXTANT MED HLDGS INC | 9,207,012 | $14.8B | 274.10% | |
| 78 | —SYNLOGIC INC | 2,029,996 | $14.2B | 263.14% | |
| 79 | ACIUAC IMMUNE SA | 1,440,000 | $13.6B | 251.64% | |
| 80 | SCPHSCPHARMACEUTICALS INC | 3,409,865 | $12.8B | 237.08% | |
| 81 | NVLSEURALPINE IMMUNE SCIENCES INC | 3,298,516 | $12.1B | 224.47% | |
| 82 | VRNAVERONA PHARMA PLC | 1,250,396 | $12.1B | 223.12% | |
| 83 | VRCAVERRICA PHARMACEUTICALS INC | 1,479,733 | $12.1B | 223.01% | |
| 84 | INSM 1.75 01/15/25INSMED INC | 16,952,000 | $12.0B | 222.01% | |
| 85 | ICPTUSDINTERCEPT PHARMACEUTICALS IN | 113,800 | $11.5B | 212.10% | Call |
| 86 | THCTENET HEALTHCARE CORP | 562,785 | $9.6B | 178.37% | |
| 87 | NTRANATERA INC | 684,086 | $9.6B | 176.60% | |
| 88 | HCAHCA HEALTHCARE INC | 75,900 | $9.4B | 174.67% | |
| 89 | ALLKGUSDALLAKOS INC | 175,000 | $9.1B | 169.14% | |
| 90 | NVTA1EURINVITAE CORP | 824,549 | $9.1B | 168.64% | |
| 91 | —AERPIO PHARMACEUTICALS INC | 5,193,946 | $8.8B | 163.28% | |
| 92 | ADAPYADAPTIMMUNE THERAPEUTICS PLC | 1,350,655 | $7.8B | 143.61% | |
| 93 | —DERMIRA INC | 1,031,596 | $7.4B | 137.15% | |
| 94 | —NABRIVA THERAPEUTICS PLC | 4,644,600 | $6.8B | 125.39% | |
| 95 | BMRNBIOMARIN PHARMACEUTICAL INC | 76,500 | $6.5B | 120.46% | |
| 96 | —NUVECTRA CORP | 350,000 | $5.7B | 105.75% | |
| 97 | ATNXEURATHENEX INC | 430,000 | $5.5B | 100.91% | |
| 98 | NTLAINTELLIA THERAPEUTICS INC | 377,600 | $5.2B | 95.31% | |
| 99 | MGTXMEIRAGTX HOLDINGS PLC | 469,953 | $4.5B | 83.77% | |
| 100 | —ARSANIS INC | 1,868,966 | $4.3B | 80.18% |
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