Skip to main content
Livermore
Livermore
ZHEN

OrbiMed Advisors LLC

SEC CIK
0001055951
Latest filing
Aug 14, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
128
−10 vs. Q2 2022
Portfolio value
$5.03B
−$114.4M (−2.2%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of OrbiMed Advisors LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
BMYBristol Myers Squibb CoStock2,584,900$183.8M3.7%+66,200+2.6%AddedHistory
HUMHumana IncStock348,700$169.2M3.4%−17,000−4.6%ReducedHistory
SWTXSpringWorks Therapeutics, Inc.COM5,525,926$157.7M3.1%−502,381−8.3%ReducedHistory
BSXBoston Scientific CorpStock3,898,200$151.0M3.0%−471,300−10.8%ReducedHistory
BMRNBiomarin Pharmaceutical IncCOM1,717,310$145.6M2.9%+17,600+1.0%AddedHistory
EWTXEdgewise Therapeutics, Inc.COM14,567,176$143.3M2.8%+484,496+3.4%AddedHistory
UNHUnitedHealth Group IncStock267,200$134.9M2.7%−14,000−5.0%ReducedHistory
PFEPfizer IncStock2,599,000$113.7M2.3%−145,000−5.3%ReducedHistory
THRDThird Harmonic Bio, Inc.COM5,779,071$109.6M2.2%+5,779,071NewHistory
VRTXVertex Pharmaceuticals IncStock373,200$108.1M2.1%−14,000−3.6%ReducedHistory
TCDATricida, Inc.COM10,280,947$107.7M2.1%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW572,700$107.3M2.1%+55,500+10.7%AddedHistory
ACETAdicet Bio, Inc.COM7,447,140$105.9M2.1%−10.0%ReducedHistory
SGENSeagen Inc.COM762,600$104.3M2.1%+75,100+10.9%AddedHistory
TMOThermo Fisher Scientific Inc.Stock202,200$102.6M2.0%+88,800+78.3%AddedHistory
SRPTSarepta Therapeutics, Inc.COM918,500$101.5M2.0%+898,500+4,492.5%AddedHistory
MRTXMirati Therapeutics, Inc.COM1,418,892$99.1M2.0%+328,492+30.1%AddedHistory
THRXTheseus Pharmaceuticals, Inc.COM17,041,668$98.8M2.0%00.0%UnchangedHistory
NBIXNeurocrine Biosciences IncStock896,545$95.2M1.9%+47,000+5.5%AddedHistory
ARGXArgenx SESPONSORED ADR269,700$95.2M1.9%+75,700+39.0%AddedHistory
SYKStryker CorpStock423,100$85.7M1.7%−18,000−4.1%ReducedHistory
ABBVAbbVie Inc.Stock600,000$80.5M1.6%−199,800−25.0%ReducedHistory
EWEdwards Lifesciences CorpStock966,300$79.8M1.6%−45,000−4.4%ReducedHistory
PMVPPMV Pharmaceuticals, Inc.COM6,563,077$78.1M1.6%00.0%UnchangedHistory
EVHEvolent Health, Inc.CL A1,994,717$71.7M1.4%+216,717+12.2%AddedHistory
PRLDPrelude Therapeutics IncCOM10,039,691$66.4M1.3%00.0%UnchangedHistory
NTRANatera, Inc.COM1,505,153$66.0M1.3%−156,200−9.4%ReducedHistory
KROSKeros Therapeutics, Inc.COM1,679,417$63.2M1.3%00.0%UnchangedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM3,196,876$62.8M1.2%00.0%UnchangedHistory
MRSNMersana Therapeutics, Inc.COM9,011,437$60.9M1.2%00.0%UnchangedHistory
0000000000Stock12,147,877$60.5M1.2%00.0%Unchanged–
BIIBBiogen Inc.COM224,600$60.0M1.2%+113,000+101.3%AddedHistory
SIBNSI-BONE, Inc.COM3,368,000$58.8M1.2%00.0%UnchangedHistory
VRNAVerona Pharma plcSPONSORED ADS5,694,841$58.2M1.2%00.0%UnchangedHistory
ARQTArcutis Biotherapeutics, Inc.COM2,800,000$53.5M1.1%−1,981,646−41.4%ReducedHistory
GHGuardant Health, Inc.COM992,400$53.4M1.1%−41,000−4.0%ReducedHistory
XTNTXtant Medical Holdings, Inc.COM NEW73,114,592$52.6M1.0%+170,674+0.2%AddedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM250,500$50.1M1.0%+250,500NewHistory
CMPXCompass Therapeutics, Inc.COM21,960,850$50.1M1.0%00.0%UnchangedHistory
Bellus Health Inc New07987C204COM NEW4,634,900$49.0M1.0%+3,180,100+218.6%Added–
KNTEKinnate Biopharma Inc.COM4,043,629$48.3M1.0%00.0%UnchangedHistory
SNDXSyndax Pharmaceuticals IncCOM2,006,500$48.2M1.0%−316,800−13.6%ReducedHistory
SPRYARS Pharmaceuticals, Inc.COM8,740,887$46.2M0.9%00.0%UnchangedHistory
TERNTerns Pharmaceuticals, Inc.COM7,481,204$44.1M0.9%+3,690,000+97.3%AddedHistory
ACRSAclaris Therapeutics, Inc.COM2,758,434$43.4M0.9%+432,934+18.6%AddedHistory
PGNYProgyny, Inc.COM1,134,053$42.0M0.8%+509,053+81.4%AddedHistory
ABCLAbCellera Biologics Inc.COM4,180,768$41.3M0.8%00.0%UnchangedHistory
XENEXenon Pharmaceuticals Inc.COM1,137,300$41.1M0.8%−191,900−14.4%ReducedHistory
RPTXRepare Therapeutics Inc.COM3,322,488$40.3M0.8%00.0%UnchangedHistory
KDNYChinook Therapeutics, Inc.COM2,029,300$39.9M0.8%+133,000+7.0%AddedHistory
Vectivbio Hldg AGH9060V101ORD SHS6,473,561$38.8M0.8%00.0%Unchanged–
JANXJanux Therapeutics, Inc.COM2,836,386$38.4M0.8%00.0%UnchangedHistory
IONSIonis Pharmaceuticals IncCOM768,900$34.0M0.7%+315,500+69.6%AddedHistory
THCTenet Healthcare CorpCOM NEW643,300$33.2M0.7%−13,000−2.0%ReducedHistory
SCPHscPharmaceuticals Inc.COM4,797,148$31.3M0.6%00.0%UnchangedHistory
TVTXTravere Therapeutics, Inc.COM1,253,130$30.9M0.6%+480,930+62.3%AddedHistory
RAPTRAPT Therapeutics, Inc.COM1,251,070$30.1M0.6%+384,674+44.4%AddedHistory
QUREuniQure N.V.SHS1,597,000$30.0M0.6%+722,151+82.5%AddedHistory
ALPNAlpine Immune Sciences, Inc.COM4,081,592$29.4M0.6%00.0%UnchangedHistory
ALXOAlx Oncology Holdings IncCOM2,871,000$27.5M0.5%+684,731+31.3%AddedHistory
BHVNBiohaven Ltd.COM170,769$25.8M0.5%−548,265−76.3%ReducedHistory
TELATELA Bio, Inc.COM3,027,542$25.8M0.5%00.0%UnchangedHistory
Gracell Biotechnologies Inc38406L103SPONSORED ADS7,884,870$25.4M0.5%00.0%Unchanged–
ETNB89bio, Inc.COM3,658,869$21.2M0.4%00.0%UnchangedHistory
IOVAIovance Biotherapeutics, Inc.COM2,007,458$19.2M0.4%−790,983−28.3%ReducedHistory
GHRSGH Research PLCORDINARY SHARES1,622,060$18.8M0.4%00.0%UnchangedHistory
MGTXMeiraGTx Holdings plcCOM2,108,143$17.7M0.4%−393,475−15.7%ReducedHistory
PCVXVaxcyte, Inc.COM717,900$17.2M0.3%−795,759−52.6%ReducedHistory
DBTXDecibel Therapeutics, Inc.COM4,945,192$17.1M0.3%00.0%UnchangedHistory
IVVDInvivyd, Inc.COM5,270,400$16.5M0.3%+214,400+4.2%AddedHistory
KZRKezar Life Sciences, Inc.COM1,771,700$15.3M0.3%+351,800+24.8%AddedHistory
TSVT2seventy bio, Inc.COMMON STOCK1,041,300$15.2M0.3%+1,041,300NewHistory
KALVKalVista Pharmaceuticals, Inc.COM1,042,000$15.1M0.3%+856,600+462.0%AddedHistory
NPCENeuroPace IncCOM4,012,281$15.0M0.3%00.0%UnchangedHistory
VSTMVerastem, Inc.COM17,200,000$14.6M0.3%+17,200,000NewHistory
RXSTRxSight, Inc.COM1,202,833$14.4M0.3%−180,667−13.1%ReducedHistory
JBIOJade Biosciences, Inc.COM795,000$13.2M0.3%+316,421+66.1%AddedHistory
BridgeBio Pharma, Inc.10806XAD4NOTE 2.250% 2/0–$12.5M0.2%–––
BridgeBio Pharma, Inc.10806XAB8NOTE 2.500% 3/1–$11.8M0.2%–––
PASGPassage BIO, Inc.COM8,931,999$11.2M0.2%00.0%UnchangedHistory
MIRMMirum Pharmaceuticals, Inc.COM521,891$11.0M0.2%+242,391+86.7%AddedHistory
IMAImageneBio, Inc.COM2,933,941$10.4M0.2%00.0%UnchangedHistory
CINCCinCor Pharma, Inc.COM314,202$10.3M0.2%+314,202NewHistory
ELVNEnliven Therapeutics, Inc.COM4,386,568$10.0M0.2%00.0%UnchangedHistory
FUSNFusion Pharmaceuticals Inc.COM3,224,770$9.71M0.2%00.0%UnchangedHistory
IRONDisc Medicine, Inc.COM5,826,223$9.55M0.2%−10.0%ReducedHistory
MREOMereo BioPharma Group plcSPON ADS10,605,522$9.13M0.2%+8,004,054+307.7%AddedHistory
XFORX4 Pharmaceuticals, IncCOM5,026,817$8.60M0.2%+3,652,968+265.9%AddedHistory
CGEMCullinan Therapeutics, Inc.COM637,287$8.17M0.2%−33,500−5.0%ReducedHistory
RCUSArcus Biosciences, Inc.COM303,000$7.93M0.2%+303,000NewHistory
VTYXVentyx Biosciences, Inc.COM225,000$7.86M0.2%−1,064,280−82.5%ReducedHistory
DMRADamora Therapeutics, Inc.COM4,090,937$7.73M0.2%00.0%UnchangedHistory
EYPTEyePoint, Inc.COM NEW970,860$7.68M0.2%+756,760+353.5%AddedHistory
NXTCNextCure, Inc.COM2,711,013$7.46M0.1%00.0%UnchangedHistory
LUNGPulmonx CorpCOM435,000$7.25M0.1%00.0%UnchangedHistory
JNCEJounce Therapeutics, Inc.COM2,928,900$6.85M0.1%00.0%UnchangedHistory
ORICOric Pharmaceuticals, Inc.COM2,087,568$6.68M0.1%00.0%UnchangedHistory
CMMBChemomab Therapeutics Ltd.SPONSORED ADS2,578,174$6.42M0.1%00.0%UnchangedHistory
State Street SPDR S&P Biotech ETF78464A870ETF76,400$6.06M0.1%−35,400−31.7%Reduced–
SYBXSynlogic, Inc.COM6,029,995$5.73M0.1%00.0%UnchangedHistory

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 Q3 2022
SecurityClassPutsCalls
PCVXVaxcyte, Inc.COM–$6.00M
LLYEli Lilly & CoStock–$4.85M
SGENSeagen Inc.COM–$3.42M

Sold out since Q2 2022 (23)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of OrbiMed Advisors LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
HZNPHorizon Therapeutics Public Ltd CoSHS2,108,555$168.2M3.3%History
TPTXTurning Point Therapeutics, Inc.COM2,012,250$151.4M2.9%History
SRRASierra Oncology, Inc.COM NEW1,964,770$108.0M2.1%History
GBTGlobal Blood Therapeutics, Inc.COM2,044,000$65.3M1.3%History
GILDGilead Sciences, Inc.Stock287,600$17.8M0.3%History
AMGNAmgen IncStock57,100$13.9M0.3%History
REGNRegeneron Pharmaceuticals, Inc.COM22,200$13.1M0.3%History
ISEEIVERIC bio, Inc.COM1,361,400$13.1M0.3%History
SGFYSignify Health, Inc.CL A COM900,000$12.4M0.2%History
TBPHTheravance Biopharma, Inc.COM1,370,250$12.4M0.2%History
VTGNVistagen Therapeutics, Inc.COM NEW13,421,283$11.8M0.2%History
MISTMilestone Pharmaceuticals Inc.COM1,817,521$11.2M0.2%History
Danaher Corp2358514095% CONV PFD B–$10.6M0.2%–
ERASErasca, Inc.COM1,667,693$9.29M0.2%History
IMCRImmunocore Holdings plcADS131,100$4.89M0.1%History
Nanostring Technologies Inc63009RAD1NOTE 2.625% 5/0–$4.85M0.1%–
CTMXCytomX Therapeutics, Inc.COM2,124,975$3.89M0.1%History
CLDXCelldex Therapeutics, Inc.COM NEW112,700$3.04M0.1%History
NMTR9 Meters Biopharma, Inc.COM8,505,729$2.22M<0.1%History
SGHTSight Sciences, Inc.COM200,000$1.80M<0.1%History
SONXSonendo, Inc.COM723,478$1.24M<0.1%History
TRMLTourmaline Bio, Inc.COM235,995$1.06M<0.1%History
APTXAptinyx Inc.COM538,500$300.0K<0.1%History