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Livermore
Livermore
ZHEN

OrbiMed Advisors LLC

SEC CIK
0001055951
Latest filing
Aug 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
138
−3 vs. Q1 2022
Portfolio value
$5.15B
−$1.01B (−16.4%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of OrbiMed Advisors LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
APTXAptinyx Inc.COM538,500$300.0K<0.1%00.0%UnchangedHistory
LBPHLongboard Pharmaceuticals, Inc.COM113,500$351.0K<0.1%00.0%UnchangedHistory
SYRESpyre Therapeutics, Inc.COM1,797,221$908.0K<0.1%−1,158,903−39.2%ReducedHistory
VIGLVigil Neuroscience, Inc.COM411,191$1.06M<0.1%00.0%UnchangedHistory
TRMLTourmaline Bio, Inc.COM235,995$1.06M<0.1%−11,245−4.5%ReducedHistory
SONXSonendo, Inc.COM723,478$1.24M<0.1%−1,244,702−63.2%ReducedHistory
XFORX4 Pharmaceuticals, IncCOM1,373,849$1.33M<0.1%00.0%UnchangedHistory
SRPTSarepta Therapeutics, Inc.COM20,000$1.50M<0.1%−19,100−48.8%ReducedHistory
EYPTEyePoint, Inc.COM NEW214,100$1.69M<0.1%+214,100NewHistory
SGHTSight Sciences, Inc.COM200,000$1.80M<0.1%00.0%UnchangedHistory
KALVKalVista Pharmaceuticals, Inc.COM185,400$1.82M<0.1%+185,400NewHistory
HLSQTessera Defense & Homeland Security Inc.COM2,813,489$2.05M<0.1%00.0%UnchangedHistory
OMICSingular Genomics Systems, Inc.COM540,697$2.06M<0.1%−1,760,095−76.5%ReducedHistory
NMTR9 Meters Biopharma, Inc.COM8,505,729$2.22M<0.1%−1,770,158−17.2%ReducedHistory
LENZLENZ Therapeutics, Inc.COM848,412$2.33M<0.1%−717,400−45.8%ReducedHistory
TARAProtara Therapeutics, Inc.COM STK830,641$2.43M<0.1%00.0%UnchangedHistory
IMDXInsight Molecular Diagnostics Inc.COM2,837,800$2.55M<0.1%−656,000−18.8%ReducedHistory
DNTHDianthus Therapeutics, Inc.COM2,250,953$2.70M0.1%00.0%UnchangedHistory
AFIBAcutus Medical, Inc.COM2,648,386$2.97M0.1%00.0%UnchangedHistory
LogicBio Therapeutics, Inc.54142F102COM8,466,783$2.97M0.1%00.0%Unchanged–
CLDXCelldex Therapeutics, Inc.COM NEW112,700$3.04M0.1%−293,400−72.2%ReducedHistory
CTMXCytomX Therapeutics, Inc.COM2,124,975$3.89M0.1%00.0%UnchangedHistory
Achilles Therapeutics PLC00449L102SPONSORED ADS1,584,845$3.99M0.1%00.0%Unchanged–
APLTApplied Therapeutics, Inc.COM4,250,000$4.03M0.1%+4,250,000NewHistory
BNRBurning Rock Biotech LtdSPONSORED ADS1,389,802$4.04M0.1%−62,600−4.3%ReducedHistory
VORVor Biopharma Inc.COM833,333$4.14M0.1%00.0%UnchangedHistory
CALCCalciMedica, Inc.COM SHS4,163,347$4.54M0.1%00.0%UnchangedHistory
Nanostring Technologies Inc63009RAD1NOTE 2.625% 5/0–$4.85M0.1%–––
IMCRImmunocore Holdings plcADS131,100$4.89M0.1%+3,000+2.3%AddedHistory
ELVNEnliven Therapeutics, Inc.COM4,386,568$5.35M0.1%00.0%UnchangedHistory
MIRMMirum Pharmaceuticals, Inc.COM279,500$5.44M0.1%+252,500+935.2%AddedHistory
HARPHarpoon Therapeutics, Inc.COM3,039,508$5.80M0.1%00.0%UnchangedHistory
Cybin Ord23256X100COM10,524,300$5.89M0.1%00.0%Unchanged–
SRRKScholar Rock Holding CorpCOM1,076,540$5.91M0.1%+1,076,540NewHistory
LUNGPulmonx CorpCOM435,000$6.40M0.1%00.0%UnchangedHistory
CRVSCorvus Pharmaceuticals, Inc.COM6,943,654$6.88M0.1%00.0%UnchangedHistory
SYBXSynlogic, Inc.COM6,029,995$6.93M0.1%00.0%UnchangedHistory
DMRADamora Therapeutics, Inc.COM4,090,937$7.08M0.1%00.0%UnchangedHistory
JBIOJade Biosciences, Inc.COM478,579$7.48M0.1%−31,370−6.2%ReducedHistory
FUSNFusion Pharmaceuticals Inc.COM3,224,770$8.03M0.2%00.0%UnchangedHistory
State Street SPDR S&P Biotech ETF78464A870ETF111,800$8.30M0.2%00.0%Unchanged–
CGEMCullinan Therapeutics, Inc.COM670,787$8.60M0.2%00.0%UnchangedHistory
JNCEJounce Therapeutics, Inc.COM2,928,900$8.88M0.2%+69,000+2.4%AddedHistory
BridgeBio Pharma, Inc.10806XAB8NOTE 2.500% 3/1–$9.00M0.2%–––
ERASErasca, Inc.COM1,667,693$9.29M0.2%00.0%UnchangedHistory
ORICOric Pharmaceuticals, Inc.COM2,087,568$9.35M0.2%00.0%UnchangedHistory
TERNTerns Pharmaceuticals, Inc.COM3,791,204$9.40M0.2%00.0%UnchangedHistory
CMMBChemomab Therapeutics Ltd.SPONSORED ADS2,578,174$9.54M0.2%00.0%UnchangedHistory
IRONDisc Medicine, Inc.COM5,826,224$9.85M0.2%00.0%UnchangedHistory
Danaher Corp2358514095% CONV PFD B–$10.6M0.2%–––
MREOMereo BioPharma Group plcSPON ADS2,601,468$10.9M0.2%−7,553,342−74.4%ReducedHistory
MISTMilestone Pharmaceuticals Inc.COM1,817,521$11.2M0.2%−766,300−29.7%ReducedHistory
KZRKezar Life Sciences, Inc.COM1,419,900$11.7M0.2%+1,419,900NewHistory
ETNB89bio, Inc.COM3,658,869$11.8M0.2%00.0%UnchangedHistory
VTGNVistagen Therapeutics, Inc.COM NEW13,421,283$11.8M0.2%+512,000+4.0%AddedHistory
BridgeBio Pharma, Inc.10806XAD4NOTE 2.250% 2/0–$12.2M0.2%–––
TBPHTheravance Biopharma, Inc.COM1,370,250$12.4M0.2%−1,884,463−57.9%ReducedHistory
SGFYSignify Health, Inc.CL A COM900,000$12.4M0.2%+279,300+45.0%AddedHistory
NXTCNextCure, Inc.COM2,711,013$12.7M0.2%00.0%UnchangedHistory
IMAImageneBio, Inc.COM2,933,941$13.0M0.3%00.0%UnchangedHistory
ISEEIVERIC bio, Inc.COM1,361,400$13.1M0.3%+1,361,400NewHistory
REGNRegeneron Pharmaceuticals, Inc.COM22,200$13.1M0.3%+22,200NewHistory
Bellus Health Inc New07987C204COM NEW1,454,800$13.4M0.3%00.0%Unchanged–
AMGNAmgen IncStock57,100$13.9M0.3%00.0%UnchangedHistory
VTYXVentyx Biosciences, Inc.COM1,289,280$15.8M0.3%00.0%UnchangedHistory
RAPTRAPT Therapeutics, Inc.COM866,396$15.8M0.3%+505,096+139.8%AddedHistory
GHRSGH Research PLCORDINARY SHARES1,622,060$16.2M0.3%+193,328+13.5%AddedHistory
QUREuniQure N.V.SHS874,849$16.3M0.3%−44,400−4.8%ReducedHistory
IVVDInvivyd, Inc.COM5,056,000$16.6M0.3%00.0%UnchangedHistory
IONSIonis Pharmaceuticals IncCOM453,400$16.8M0.3%+453,400NewHistory
ALXOAlx Oncology Holdings IncCOM2,186,269$17.7M0.3%+1,564,569+251.7%AddedHistory
GILDGilead Sciences, Inc.Stock287,600$17.8M0.3%00.0%UnchangedHistory
PGNYProgyny, Inc.COM625,000$18.2M0.4%+625,000NewHistory
TVTXTravere Therapeutics, Inc.COM772,200$18.7M0.4%+772,200NewHistory
MGTXMeiraGTx Holdings plcCOM2,501,618$18.9M0.4%−795,048−24.1%ReducedHistory
RXSTRxSight, Inc.COM1,383,500$19.5M0.4%00.0%UnchangedHistory
NPCENeuroPace IncCOM4,012,281$19.9M0.4%00.0%UnchangedHistory
DBTXDecibel Therapeutics, Inc.COM4,945,192$20.8M0.4%00.0%UnchangedHistory
PASGPassage BIO, Inc.COM8,931,999$21.1M0.4%+1,600,000+21.8%AddedHistory
TELATELA Bio, Inc.COM3,027,542$21.2M0.4%00.0%UnchangedHistory
BIIBBiogen Inc.COM111,600$22.8M0.4%−6,300−5.3%ReducedHistory
SCPHscPharmaceuticals Inc.COM4,797,148$23.1M0.4%00.0%UnchangedHistory
VRNAVerona Pharma plcSPONSORED ADS5,694,841$23.9M0.5%00.0%UnchangedHistory
IOVAIovance Biotherapeutics, Inc.COM2,798,441$30.9M0.6%−3,834,565−57.8%ReducedHistory
ACRSAclaris Therapeutics, Inc.COM2,325,500$32.5M0.6%+745,600+47.2%AddedHistory
PCVXVaxcyte, Inc.COM1,513,659$32.9M0.6%00.0%UnchangedHistory
KDNYChinook Therapeutics, Inc.COM1,896,300$33.2M0.6%+478,000+33.7%AddedHistory
THCTenet Healthcare CorpCOM NEW656,300$34.5M0.7%+28,000+4.5%AddedHistory
JANXJanux Therapeutics, Inc.COM2,836,386$34.6M0.7%00.0%UnchangedHistory
ALPNAlpine Immune Sciences, Inc.COM4,081,592$34.7M0.7%00.0%UnchangedHistory
Vectivbio Hldg AGH9060V101ORD SHS6,473,561$35.0M0.7%+1,142,857+21.4%Added–
SPRYARS Pharmaceuticals, Inc.COM8,740,887$37.1M0.7%00.0%UnchangedHistory
XTNTXtant Medical Holdings, Inc.COM NEW72,943,918$37.9M0.7%00.0%UnchangedHistory
XENEXenon Pharmaceuticals Inc.COM1,329,200$40.4M0.8%+643,200+93.8%AddedHistory
MRSNMersana Therapeutics, Inc.COM9,011,437$41.6M0.8%+4,222,537+88.2%AddedHistory
GHGuardant Health, Inc.COM1,033,400$41.7M0.8%−292,000−22.0%ReducedHistory
Gracell Biotechnologies Inc38406L103SPONSORED ADS7,884,870$43.4M0.8%00.0%Unchanged–
SIBNSI-BONE, Inc.COM3,368,000$44.5M0.9%+228,753+7.3%AddedHistory
ABCLAbCellera Biologics Inc.COM4,180,768$44.5M0.9%00.0%UnchangedHistory
SNDXSyndax Pharmaceuticals IncCOM2,323,300$44.7M0.9%+165,000+7.6%AddedHistory

Options (5)

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 2022
SecurityClassPutsCalls
SGENSeagen Inc.COM–$8.85M
NTRANatera, Inc.COM–$5.32M
NVAXNovavax IncCOM NEW–$3.86M
ABCLAbCellera Biologics Inc.COM–$2.66M
GHGuardant Health, Inc.COM–$2.02M

Sold out since Q1 2022 (14)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of OrbiMed Advisors LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
DXCMDexcom IncCOM149,900$76.7M1.2%History
NSTGNS Wind Down Co., Inc.COM1,157,387$40.2M0.7%History
RAREUltragenyx Pharmaceutical Inc.COM227,600$16.5M0.3%History
ILMNIllumina, Inc.COM45,100$15.8M0.3%History
LKFTLakefront Biotherapeutics NVSPON ADR208,225$12.9M0.2%History
ALBOAlbireo Pharma, Inc.COM194,000$5.79M0.1%History
NBPNovaBridge BiosciencesSPONSORED ADS111,120$1.80M<0.1%History
Exscientia PLC30223G102ADS125,000$1.80M<0.1%–
Aslan Pharmaceuticals Ltd04522R101ADS1,941,219$1.75M<0.1%–
CABACabaletta Bio, Inc.COM577,509$1.17M<0.1%History
Field Trip Health Ord31656R102COM576,930$762.0K<0.1%–
PYXSPyxis Oncology, Inc.COMMON STOCK143,640$580.0K<0.1%History
LABPLandos Biopharma, Inc.COM283,217$418.0K<0.1%History
Owlet, Inc.69120X115EQUITY WRT220,704$170.0K<0.1%–