ORBIMED ADVISORS LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$7.0B
Holdings
135
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (135 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AMRNAMARIN CORP PLC | 249,600 | $5.4B | 76.40% | |
| 102 | PSNLPERSONALIS INC | 483,842 | $5.3B | 75.30% | |
| 103 | —SYNLOGIC INC | 2,029,996 | $5.2B | 74.77% | |
| 104 | INCYINCYTE CORP | 59,500 | $5.2B | 74.18% | |
| 105 | ARNAEURARENA PHARMACEUTICALS INC | 110,000 | $5.0B | 71.33% | |
| 106 | ACADACADIA PHARMACEUTICALS INC | 96,143 | $4.1B | 58.72% | |
| 107 | NTLAINTELLIA THERAPEUTICS INC | 262,100 | $3.8B | 54.89% | |
| 108 | —DERMIRA INC | 250,000 | $3.8B | 54.11% | Call |
| 109 | AZNASTRAZENECA PLC | 69,600 | $3.5B | 49.54% | |
| 110 | SNYSANOFI | 68,400 | $3.4B | 49.03% | |
| 111 | —AERPIO PHARMACEUTICALS INC | 5,193,946 | $3.2B | 46.23% | |
| 112 | BMRNBIOMARIN PHARMACEUTICAL INC | 34,700 | $2.9B | 41.89% | |
| 113 | KALVKALVISTA PHARMACEUTICALS INC | 160,541 | $2.9B | 40.82% | |
| 114 | ICPTUSDINTERCEPT PHARMACEUTICALS IN | 22,800 | $2.8B | 40.33% | |
| 115 | —FLEXION THERAPEUTICS INC | 133,000 | $2.8B | 39.30% | |
| 116 | —CURIS INC | 1,358,363 | $2.3B | 32.97% | |
| 117 | —MYOKARDIA INC | 27,900 | $2.0B | 29.02% | |
| 118 | SNDXSYNDAX PHARMACEUTICALS INC | 212,000 | $1.9B | 26.57% | |
| 119 | —NOVUS THERAPEUTICS INC | 3,183,314 | $1.8B | 26.36% | |
| 120 | MIRMMIRUM PHARMACEUTICALS INC | 71,300 | $1.7B | 24.96% | |
| 121 | ADAPYADAPTIMMUNE THERAPEUTICS PLC | 1,350,655 | $1.6B | 23.14% | |
| 122 | IMGNEURIMMUNOGEN INC | 286,800 | $1.5B | 20.90% | |
| 123 | IM8NINSMED INC | 59,000 | $1.4B | 20.12% | |
| 124 | PTGXPROTAGONIST THERAPEUTICS INC | 191,209 | $1.3B | 19.25% | |
| 125 | OTICEUROTONOMY INC | 350,700 | $1.3B | 19.17% | |
| 126 | SPROSPERO THERAPEUTICS INC | 131,653 | $1.3B | 18.07% | |
| 127 | STROSUTRO BIOPHARMA INC | 104,800 | $1.2B | 16.46% | |
| 128 | RGNXREGENXBIO INC | 26,800 | $1.1B | 15.68% | |
| 129 | BMY-RBRISTOL MYERS SQUIBB CO | 350,000 | $1.1B | 15.05% | |
| 130 | MBIOUSDMUSTANG BIO INC | 251,685 | $1.0B | 14.66% | |
| 131 | RUBYUSDRUBIUS THERAPEUTICS INC | 100,000 | $950.0M | 13.56% | Put |
| 132 | —ZAFGEN INC | 821,000 | $911.0M | 13.01% | |
| 133 | —APTINYX INC | 143,000 | $489.0M | 6.98% | |
| 134 | —BIOLINERX LTD | 69,240 | $156.0M | 2.23% | |
| 135 | —MEDIGUS LTD | 15,000 | $26.0M | 0.37% |
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