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Livermore
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OrbiMed Advisors LLC

SEC CIK
0001055951
Latest filing
Aug 14, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
155
+2 vs. Q1 2021
Portfolio value
$9.79B
−$807.5M (−7.6%) vs. Q1 2021
Filed
Aug 16, 2021
SEC
Holdings of OrbiMed Advisors LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
PPBTPurple Biotech Ltd.SPONSORED ADS17,712$86.0K<0.1%−13,706−43.6%ReducedHistory
LBPHLongboard Pharmaceuticals, Inc.COM113,500$1.03M<0.1%−186,500−62.2%ReducedHistory
KZRKezar Life Sciences, Inc.COM557,191$3.03M<0.1%+557,191NewHistory
IFRXInflaRx N.V.COM1,064,118$3.16M<0.1%00.0%UnchangedHistory
INZYInozyme Pharma, Inc.COM188,704$3.22M<0.1%+188,704NewHistory
TRMLTourmaline Bio, Inc.COM247,240$3.63M<0.1%+247,240NewHistory
ADAGAdagene Inc.ADS275,000$3.73M<0.1%00.0%UnchangedHistory
TARAProtara Therapeutics, Inc.COM STK450,000$4.38M<0.1%00.0%UnchangedHistory
SRPTSarepta Therapeutics, Inc.COM64,700$5.03M0.1%−135,578−67.7%ReducedHistory
OGNOrganon & Co.Stock166,939$5.05M0.1%+166,939NewHistory
OBIOOrchestra BioMed Holdings, Inc.ORD SHS500,000$5.10M0.1%00.0%UnchangedHistory
SBBPStrongbridge Biopharma plcSHS USD1,744,669$5.18M0.1%00.0%UnchangedHistory
LUNGPulmonx CorpCOM125,000$5.51M0.1%00.0%UnchangedHistory
VERVVerve Therapeutics, Inc.COM100,000$6.03M0.1%+100,000NewHistory
RXDXPrometheus Biosciences, Inc.COM250,000$6.14M0.1%00.0%UnchangedHistory
ACRSAclaris Therapeutics, Inc.COM362,000$6.36M0.1%+362,000NewHistory
NBTXNanobiotix S.A.SPONSORED ADS500,000$6.89M0.1%00.0%UnchangedHistory
OTICOtonomy, Inc.COM3,250,000$7.25M0.1%00.0%UnchangedHistory
DYNDyne Therapeutics, Inc.COM350,000$7.36M0.1%00.0%UnchangedHistory
LABPLandos Biopharma, Inc.COM681,000$7.87M0.1%00.0%UnchangedHistory
GLUEMonte Rosa Therapeutics, Inc.COM350,000$7.95M0.1%+350,000NewHistory
NRIXNurix Therapeutics, Inc.COM300,000$7.96M0.1%00.0%UnchangedHistory
STROSutro Biopharma, Inc.COM433,700$8.06M0.1%+83,700+23.9%AddedHistory
ALXOAlx Oncology Holdings IncCOM150,000$8.20M0.1%00.0%UnchangedHistory
Aslan Pharmaceuticals Ltd04522R101ADS2,520,000$8.32M0.1%00.0%Unchanged–
WHWKWhitehawk Therapeutics, Inc.COM5,193,946$8.78M0.1%00.0%UnchangedHistory
XFORX4 Pharmaceuticals, IncCOM1,373,849$8.93M0.1%00.0%UnchangedHistory
GYREGyre Therapeutics, Inc.COM NEW2,118,600$9.17M0.1%00.0%UnchangedHistory
NBPNovaBridge BiosciencesSPONSORED ADS111,120$9.33M0.1%+92,555+498.5%AddedHistory
NMTR9 Meters Biopharma, Inc.COM8,565,974$9.42M0.1%−17,150,781−66.7%ReducedHistory
CTMXCytomX Therapeutics, Inc.COM1,513,168$9.58M0.1%+1,513,168NewHistory
Nanostring Technologies Inc63009RAD1NOTE 2.625% 5/0–$9.71M0.1%–New–
SYRSSyros Pharmaceuticals, Inc.COM1,837,500$10.0M0.1%00.0%UnchangedHistory
CVRXCVRx, Inc.COM400,000$11.2M0.1%+400,000NewHistory
CNVYConvey Health Solutions Holdings, Inc.COM1,000,000$11.4M0.1%+1,000,000NewHistory
IPSCCentury Therapeutics, Inc.COM407,047$11.9M0.1%+407,047NewHistory
IMDXInsight Molecular Diagnostics Inc.COM2,100,000$12.1M0.1%00.0%UnchangedHistory
JBIOJade Biosciences, Inc.COM535,714$12.2M0.1%+535,714NewHistory
Bellus Health Inc New07987C204COM NEW3,954,800$12.3M0.1%00.0%Unchanged–
MAPSWM Technology, Inc.COM700,400$12.5M0.1%00.0%UnchangedHistory
HLSQTessera Defense & Homeland Security Inc.COM2,313,489$12.6M0.1%00.0%UnchangedHistory
ALECAlector, Inc.COM611,478$12.7M0.1%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM350,000$12.8M0.1%00.0%UnchangedHistory
AMGNAmgen IncStock57,100$13.9M0.1%−34,400−37.6%ReducedHistory
MISTMilestone Pharmaceuticals Inc.COM2,583,821$14.2M0.1%00.0%UnchangedHistory
SYBXSynlogic, Inc.COM3,696,662$14.4M0.1%+1,666,666+82.1%AddedHistory
QUREuniQure N.V.SHS471,174$14.5M0.1%−497,905−51.4%ReducedHistory
JNCEJounce Therapeutics, Inc.COM2,147,400$14.6M0.1%+323,800+17.8%AddedHistory
Achilles Therapeutics PLC00449L102SPONSORED ADS1,584,845$15.5M0.2%00.0%Unchanged–
VORVor Biopharma Inc.COM833,333$15.5M0.2%00.0%UnchangedHistory
NAUTNautilus Biotechnology, Inc.COM1,546,700$15.6M0.2%+1,546,700NewHistory
LKFTLakefront Biotherapeutics NVSPON ADR230,905$15.9M0.2%00.0%UnchangedHistory
VRCAVerrica Pharmaceuticals Inc.COM1,479,733$16.7M0.2%00.0%UnchangedHistory
CTICCti Biopharma CorpCOM7,520,600$18.8M0.2%00.0%UnchangedHistory
KDNYChinook Therapeutics, Inc.COM1,333,801$18.8M0.2%+83,800+6.7%AddedHistory
GILDGilead Sciences, Inc.Stock287,600$19.8M0.2%00.0%UnchangedHistory
DNTHDianthus Therapeutics, Inc.COM2,033,759$19.9M0.2%+1,084,711+114.3%AddedHistory
DMRADamora Therapeutics, Inc.COM4,090,937$20.7M0.2%00.0%UnchangedHistory
PCVXVaxcyte, Inc.COM945,400$21.3M0.2%+296,626+45.7%AddedHistory
ELVNEnliven Therapeutics, Inc.COM2,719,902$21.5M0.2%00.0%UnchangedHistory
CRVSCorvus Pharmaceuticals, Inc.COM8,053,298$21.5M0.2%00.0%UnchangedHistory
NXTCNextCure, Inc.COM2,711,013$21.8M0.2%00.0%UnchangedHistory
OLMAOlema Pharmaceuticals, Inc.COM807,792$22.6M0.2%+151,666+23.1%AddedHistory
CALCCalciMedica, Inc.COM SHS4,163,347$22.6M0.2%00.0%UnchangedHistory
FLXNFlexion Therapeutics IncCOM2,769,383$22.8M0.2%+461,300+20.0%AddedHistory
BIIBBiogen Inc.COM67,400$23.3M0.2%−14,600−17.8%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM1,334,217$24.8M0.3%−1,163,700−46.6%ReducedHistory
FUSNFusion Pharmaceuticals Inc.COM3,224,770$26.1M0.3%00.0%UnchangedHistory
APTOAptose Biosciences Inc.COM NEW8,030,000$26.7M0.3%00.0%UnchangedHistory
ALPNAlpine Immune Sciences, Inc.COM3,070,955$27.6M0.3%00.0%UnchangedHistory
ALXNAlexion Pharmaceuticals, Inc.COM150,900$27.7M0.3%+48,800+47.8%AddedHistory
SYRESpyre Therapeutics, Inc.COM4,015,524$27.9M0.3%00.0%UnchangedHistory
CRISCuris IncCOM NEW3,521,400$28.4M0.3%−845,094−19.4%ReducedHistory
ARCTArcturus Therapeutics Holdings Inc.COM848,503$28.7M0.3%−358,383−29.7%ReducedHistory
LABStandard Biotools Inc.COM4,661,871$28.7M0.3%+62,300+1.4%AddedHistory
SRRASierra Oncology, Inc.COM NEW1,477,320$28.8M0.3%00.0%UnchangedHistory
KALAKALA BIO, Inc.COM5,465,030$29.0M0.3%00.0%UnchangedHistory
SCPHscPharmaceuticals Inc.COM4,797,148$29.3M0.3%00.0%UnchangedHistory
CGEMCullinan Therapeutics, Inc.COM1,146,145$29.5M0.3%00.0%UnchangedHistory
GHRSGH Research PLCORDINARY SHARES1,428,666$31.0M0.3%+1,428,666NewHistory
Trillium Therapeutics Inc.89620X506COM NEW3,322,300$32.2M0.3%+157,100+5.0%Added–
LENZLENZ Therapeutics, Inc.COM1,106,307$34.0M0.3%+1,106,307NewHistory
NSTGNS Wind Down Co., Inc.COM556,000$36.0M0.4%−66,900−10.7%ReducedHistory
HARPHarpoon Therapeutics, Inc.COM2,611,308$36.2M0.4%+325,604+14.2%AddedHistory
VRNAVerona Pharma plcSPONSORED ADS5,694,841$37.2M0.4%00.0%UnchangedHistory
LogicBio Therapeutics, Inc.54142F102COM8,466,783$37.6M0.4%00.0%Unchanged–
IRONDisc Medicine, Inc.COM5,826,224$37.7M0.4%00.0%UnchangedHistory
MRSNMersana Therapeutics, Inc.COM2,800,247$38.0M0.4%+907,747+48.0%AddedHistory
SIBNSI-BONE, Inc.COM1,305,300$41.1M0.4%00.0%UnchangedHistory
IMAImageneBio, Inc.COM2,933,941$41.2M0.4%00.0%UnchangedHistory
ORICOric Pharmaceuticals, Inc.COM2,337,574$41.4M0.4%00.0%UnchangedHistory
TCDATricida, Inc.COM9,614,280$41.5M0.4%00.0%UnchangedHistory
NVAXNovavax IncCOM NEW200,295$42.5M0.4%+44,462+28.5%AddedHistory
DBTXDecibel Therapeutics, Inc.COM4,945,192$42.5M0.4%00.0%UnchangedHistory
VTGNVistagen Therapeutics, Inc.COM NEW14,467,872$45.6M0.5%+5,863,872+68.2%AddedHistory
TERNTerns Pharmaceuticals, Inc.COM3,791,204$46.5M0.5%00.0%UnchangedHistory
APLTApplied Therapeutics, Inc.COM2,257,387$46.9M0.5%00.0%UnchangedHistory
TELATELA Bio, Inc.COM3,027,542$48.8M0.5%00.0%UnchangedHistory
CMMBChemomab Therapeutics Ltd.SPONSORED ADS2,578,174$49.0M0.5%00.0%UnchangedHistory
SEMSelect Medical Holdings CorpCOM1,271,100$53.7M0.5%+1,271,100NewHistory

Options (3)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of OrbiMed Advisors LLC in Q2 2021
SecurityClassPutsCalls
Curevac N VN2451R105COM$10.3M$2.20M
BSXBoston Scientific CorpStock–$10.7M
WM Technology, Inc.92971A117*W EXP 06/16/202–$954.0K

Sold out since Q1 2021 (20)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of OrbiMed Advisors LLC sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
HAEHaemonetics CorpCOM852,000$94.6M0.9%History
ADVMAdverum Biotechnologies, Inc.COM5,501,144$54.2M0.5%History
MOHMolina Healthcare, Inc.COM162,400$38.0M0.4%History
Pandion Therapeutics Inc698340106COM528,229$31.7M0.3%–
ALHCAlignment Healthcare, Inc.COM800,000$17.5M0.2%History
TVTXTravere Therapeutics, Inc.COM528,100$13.2M0.1%History
Olink Hldg AB680710100SPONSORED ADS300,000$10.8M0.1%–
LRMRLarimar Therapeutics, Inc.COM617,245$9.02M0.1%History
HCATHealth Catalyst, Inc.COM179,598$8.40M0.1%History
NUVBNuvation Bio Inc.COM CL A800,000$8.36M0.1%History
SGFYSignify Health, Inc.CL A COM225,000$6.58M0.1%History
NTLAIntellia Therapeutics, Inc.COM72,500$5.82M0.1%History
TCRRTCR2 Therapeutics Inc.COM249,279$5.50M0.1%History
FBRXForte Biosciences, Inc.COM159,664$5.47M0.1%History
INNVInnovAge Holding Corp.COM200,000$5.16M<0.1%History
CMPSCOMPASS Pathways plcSPONSORED ADS127,816$4.71M<0.1%History
SANASana Biotechnology, Inc.COM60,000$2.01M<0.1%History
RNACCartesian Therapeutics, Inc.COM339,169$1.53M<0.1%History
Silver Spike Acquisition CorG8136L114*W EXP 08/02/202150,200$1.06M<0.1%–
Arya Sciences Acquisition CoG3166W106COM CL A49,375$680.0K<0.1%–