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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
LBPHLongboard Pharmaceuticals, Inc.COM113,500$422.0K<0.1%00.0%UnchangedHistory
VORVor Biopharma Inc.COM111,808$445.0K<0.1%−721,525−86.6%ReducedHistory
SYRESpyre Therapeutics, Inc.COM1,797,221$945.0K<0.1%00.0%UnchangedHistory
HLSQTessera Defense & Homeland Security Inc.COM2,813,489$957.0K<0.1%00.0%UnchangedHistory
GLUEMonte Rosa Therapeutics, Inc.COM117,455$960.0K<0.1%+117,455NewHistory
BOLTBolt Biotherapeutics, Inc.COM771,059$1.14M<0.1%+771,059NewHistory
EPIXESSA Pharma Inc.COM NEW640,645$1.17M<0.1%+640,645NewHistory
OMICSingular Genomics Systems, Inc.COM540,697$1.35M<0.1%00.0%UnchangedHistory
IMDXInsight Molecular Diagnostics Inc.COM1,882,768$1.37M<0.1%−955,032−33.7%ReducedHistory
PYXSPyxis Oncology, Inc.COMMON STOCK848,252$1.67M<0.1%+848,252NewHistory
LogicBio Therapeutics, Inc.54142F102COM8,466,783$2.31M<0.1%00.0%Unchanged–
AFIBAcutus Medical, Inc.COM2,648,386$2.33M<0.1%00.0%UnchangedHistory
TARAProtara Therapeutics, Inc.COM STK830,641$2.46M<0.1%00.0%UnchangedHistory
LENZLENZ Therapeutics, Inc.COM848,412$2.69M0.1%00.0%UnchangedHistory
DYNDyne Therapeutics, Inc.COM220,400$2.80M0.1%+220,400NewHistory
HARPHarpoon Therapeutics, Inc.COM3,025,908$2.94M0.1%−13,600−0.4%ReducedHistory
BNRBurning Rock Biotech LtdSPONSORED ADS1,282,816$3.07M0.1%−106,986−7.7%ReducedHistory
DNTHDianthus Therapeutics, Inc.COM2,250,953$3.17M0.1%00.0%UnchangedHistory
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A1,583,490$3.20M0.1%+1,583,490NewHistory
Achilles Therapeutics PLC00449L102SPONSORED ADS1,463,251$3.31M0.1%−121,594−7.7%Reduced–
VIGLVigil Neuroscience, Inc.COM411,191$3.74M0.1%00.0%UnchangedHistory
CALCCalciMedica, Inc.COM SHS4,163,347$3.92M0.1%00.0%UnchangedHistory
APLTApplied Therapeutics, Inc.COM4,250,000$3.95M0.1%00.0%UnchangedHistory
SRRKScholar Rock Holding CorpCOM667,943$4.63M0.1%−408,597−38.0%ReducedHistory
HRTXHeron Therapeutics, Inc.COM1,123,000$4.74M0.1%+1,123,000NewHistory
Cybin Ord23256X100COM10,453,600$5.08M0.1%−70,700−0.7%Reduced–
CRVSCorvus Pharmaceuticals, Inc.COM6,943,654$5.68M0.1%00.0%UnchangedHistory
SYBXSynlogic, Inc.COM6,029,995$5.73M0.1%00.0%UnchangedHistory
State Street SPDR S&P Biotech ETF78464A870ETF76,400$6.06M0.1%−35,400−31.7%Reduced–
CMMBChemomab Therapeutics Ltd.SPONSORED ADS2,578,174$6.42M0.1%00.0%UnchangedHistory
ORICOric Pharmaceuticals, Inc.COM2,087,568$6.68M0.1%00.0%UnchangedHistory
JNCEJounce Therapeutics, Inc.COM2,928,900$6.85M0.1%00.0%UnchangedHistory
LUNGPulmonx CorpCOM435,000$7.25M0.1%00.0%UnchangedHistory
NXTCNextCure, Inc.COM2,711,013$7.46M0.1%00.0%UnchangedHistory
EYPTEyePoint, Inc.COM NEW970,860$7.68M0.2%+756,760+353.5%AddedHistory
DMRADamora Therapeutics, Inc.COM4,090,937$7.73M0.2%00.0%UnchangedHistory
VTYXVentyx Biosciences, Inc.COM225,000$7.86M0.2%−1,064,280−82.5%ReducedHistory
RCUSArcus Biosciences, Inc.COM303,000$7.93M0.2%+303,000NewHistory
CGEMCullinan Therapeutics, Inc.COM637,287$8.17M0.2%−33,500−5.0%ReducedHistory
XFORX4 Pharmaceuticals, IncCOM5,026,817$8.60M0.2%+3,652,968+265.9%AddedHistory
MREOMereo BioPharma Group plcSPON ADS10,605,522$9.13M0.2%+8,004,054+307.7%AddedHistory
IRONDisc Medicine, Inc.COM5,826,223$9.55M0.2%−10.0%ReducedHistory
FUSNFusion Pharmaceuticals Inc.COM3,224,770$9.71M0.2%00.0%UnchangedHistory
ELVNEnliven Therapeutics, Inc.COM4,386,568$10.0M0.2%00.0%UnchangedHistory
CINCCinCor Pharma, Inc.COM314,202$10.3M0.2%+314,202NewHistory
IMAImageneBio, Inc.COM2,933,941$10.4M0.2%00.0%UnchangedHistory
MIRMMirum Pharmaceuticals, Inc.COM521,891$11.0M0.2%+242,391+86.7%AddedHistory
PASGPassage BIO, Inc.COM8,931,999$11.2M0.2%00.0%UnchangedHistory
BridgeBio Pharma, Inc.10806XAB8NOTE 2.500% 3/1–$11.8M0.2%–––
BridgeBio Pharma, Inc.10806XAD4NOTE 2.250% 2/0–$12.5M0.2%–––
JBIOJade Biosciences, Inc.COM795,000$13.2M0.3%+316,421+66.1%AddedHistory
RXSTRxSight, Inc.COM1,202,833$14.4M0.3%−180,667−13.1%ReducedHistory
VSTMVerastem, Inc.COM17,200,000$14.6M0.3%+17,200,000NewHistory
NPCENeuroPace IncCOM4,012,281$15.0M0.3%00.0%UnchangedHistory
KALVKalVista Pharmaceuticals, Inc.COM1,042,000$15.1M0.3%+856,600+462.0%AddedHistory
TSVT2seventy bio, Inc.COMMON STOCK1,041,300$15.2M0.3%+1,041,300NewHistory
KZRKezar Life Sciences, Inc.COM1,771,700$15.3M0.3%+351,800+24.8%AddedHistory
IVVDInvivyd, Inc.COM5,270,400$16.5M0.3%+214,400+4.2%AddedHistory
DBTXDecibel Therapeutics, Inc.COM4,945,192$17.1M0.3%00.0%UnchangedHistory
PCVXVaxcyte, Inc.COM717,900$17.2M0.3%−795,759−52.6%ReducedHistory
MGTXMeiraGTx Holdings plcCOM2,108,143$17.7M0.4%−393,475−15.7%ReducedHistory
GHRSGH Research PLCORDINARY SHARES1,622,060$18.8M0.4%00.0%UnchangedHistory
IOVAIovance Biotherapeutics, Inc.COM2,007,458$19.2M0.4%−790,983−28.3%ReducedHistory
ETNB89bio, Inc.COM3,658,869$21.2M0.4%00.0%UnchangedHistory
Gracell Biotechnologies Inc38406L103SPONSORED ADS7,884,870$25.4M0.5%00.0%Unchanged–
TELATELA Bio, Inc.COM3,027,542$25.8M0.5%00.0%UnchangedHistory
BHVNBiohaven Ltd.COM170,769$25.8M0.5%−548,265−76.3%ReducedHistory
ALXOAlx Oncology Holdings IncCOM2,871,000$27.5M0.5%+684,731+31.3%AddedHistory
ALPNAlpine Immune Sciences, Inc.COM4,081,592$29.4M0.6%00.0%UnchangedHistory
QUREuniQure N.V.SHS1,597,000$30.0M0.6%+722,151+82.5%AddedHistory
RAPTRAPT Therapeutics, Inc.COM1,251,070$30.1M0.6%+384,674+44.4%AddedHistory
TVTXTravere Therapeutics, Inc.COM1,253,130$30.9M0.6%+480,930+62.3%AddedHistory
SCPHscPharmaceuticals Inc.COM4,797,148$31.3M0.6%00.0%UnchangedHistory
THCTenet Healthcare CorpCOM NEW643,300$33.2M0.7%−13,000−2.0%ReducedHistory
IONSIonis Pharmaceuticals IncCOM768,900$34.0M0.7%+315,500+69.6%AddedHistory
JANXJanux Therapeutics, Inc.COM2,836,386$38.4M0.8%00.0%UnchangedHistory
Vectivbio Hldg AGH9060V101ORD SHS6,473,561$38.8M0.8%00.0%Unchanged–
KDNYChinook Therapeutics, Inc.COM2,029,300$39.9M0.8%+133,000+7.0%AddedHistory
RPTXRepare Therapeutics Inc.COM3,322,488$40.3M0.8%00.0%UnchangedHistory
XENEXenon Pharmaceuticals Inc.COM1,137,300$41.1M0.8%−191,900−14.4%ReducedHistory
ABCLAbCellera Biologics Inc.COM4,180,768$41.3M0.8%00.0%UnchangedHistory
PGNYProgyny, Inc.COM1,134,053$42.0M0.8%+509,053+81.4%AddedHistory
ACRSAclaris Therapeutics, Inc.COM2,758,434$43.4M0.9%+432,934+18.6%AddedHistory
TERNTerns Pharmaceuticals, Inc.COM7,481,204$44.1M0.9%+3,690,000+97.3%AddedHistory
SPRYARS Pharmaceuticals, Inc.COM8,740,887$46.2M0.9%00.0%UnchangedHistory
SNDXSyndax Pharmaceuticals IncCOM2,006,500$48.2M1.0%−316,800−13.6%ReducedHistory
KNTEKinnate Biopharma Inc.COM4,043,629$48.3M1.0%00.0%UnchangedHistory
Bellus Health Inc New07987C204COM NEW4,634,900$49.0M1.0%+3,180,100+218.6%Added–
CMPXCompass Therapeutics, Inc.COM21,960,850$50.1M1.0%00.0%UnchangedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM250,500$50.1M1.0%+250,500NewHistory
XTNTXtant Medical Holdings, Inc.COM NEW73,114,592$52.6M1.0%+170,674+0.2%AddedHistory
GHGuardant Health, Inc.COM992,400$53.4M1.1%−41,000−4.0%ReducedHistory
ARQTArcutis Biotherapeutics, Inc.COM2,800,000$53.5M1.1%−1,981,646−41.4%ReducedHistory
VRNAVerona Pharma plcSPONSORED ADS5,694,841$58.2M1.2%00.0%UnchangedHistory
SIBNSI-BONE, Inc.COM3,368,000$58.8M1.2%00.0%UnchangedHistory
BIIBBiogen Inc.COM224,600$60.0M1.2%+113,000+101.3%AddedHistory
0000000000Stock12,147,877$60.5M1.2%00.0%Unchanged–
MRSNMersana Therapeutics, Inc.COM9,011,437$60.9M1.2%00.0%UnchangedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM3,196,876$62.8M1.2%00.0%UnchangedHistory
KROSKeros Therapeutics, Inc.COM1,679,417$63.2M1.3%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