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Livermore
Livermore
ZHEN

OrbiMed Advisors LLC

SEC CIK
0001055951
Latest filing
Aug 14, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
114
−14 vs. Q3 2022
Portfolio value
$5.22B
+$190.4M (+3.8%) vs. Q3 2022
Filed
Feb 14, 2023
SEC
Holdings of OrbiMed Advisors LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
SVASinovac Biotech LtdSHS2,718,735$340.0M6.5%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock380,500$201.7M3.9%+113,300+42.4%AddedHistory
BMYBristol Myers Squibb CoStock2,584,900$186.0M3.6%00.0%UnchangedHistory
BSXBoston Scientific CorpStock3,898,200$180.4M3.5%00.0%UnchangedHistory
HUMHumana IncStock348,700$178.6M3.4%00.0%UnchangedHistory
BMRNBiomarin Pharmaceutical IncCOM1,615,210$167.2M3.2%−102,100−5.9%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW620,500$164.6M3.2%+47,800+8.3%AddedHistory
SWTXSpringWorks Therapeutics, Inc.COM5,250,000$136.6M2.6%−275,926−5.0%ReducedHistory
EWTXEdgewise Therapeutics, Inc.COM14,567,176$130.2M2.5%00.0%UnchangedHistory
SRPTSarepta Therapeutics, Inc.COM972,300$126.0M2.4%+53,800+5.9%AddedHistory
VRNAVerona Pharma plcSPONSORED ADS4,572,289$119.5M2.3%−1,122,552−19.7%ReducedHistory
SYKStryker CorpStock481,000$117.6M2.3%+57,900+13.7%AddedHistory
SGENSeagen Inc.COM913,812$117.4M2.2%+151,212+19.8%AddedHistory
CMPXCompass Therapeutics, Inc.COM22,362,850$112.5M2.2%+402,000+1.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock202,200$111.3M2.1%00.0%UnchangedHistory
THRXTheseus Pharmaceuticals, Inc.COM17,233,668$85.8M1.6%+192,000+1.1%AddedHistory
NBIXNeurocrine Biosciences IncStock687,700$82.1M1.6%−208,845−23.3%ReducedHistory
KROSKeros Therapeutics, Inc.COM1,679,417$80.6M1.5%00.0%UnchangedHistory
EVHEvolent Health, Inc.CL A2,824,832$79.3M1.5%+830,115+41.6%AddedHistory
VRTXVertex Pharmaceuticals IncStock271,500$78.4M1.5%−101,700−27.3%ReducedHistory
NTRANatera, Inc.COM1,946,353$78.2M1.5%+441,200+29.3%AddedHistory
TERNTerns Pharmaceuticals, Inc.COM7,619,135$77.6M1.5%+137,931+1.8%AddedHistory
IONSIonis Pharmaceuticals IncCOM1,993,600$75.3M1.4%+1,224,700+159.3%AddedHistory
SPRYARS Pharmaceuticals, Inc.COM8,740,887$74.6M1.4%00.0%UnchangedHistory
BIIBBiogen Inc.COM258,200$71.5M1.4%+33,600+15.0%AddedHistory
PFEPfizer IncStock1,393,600$71.4M1.4%−1,205,400−46.4%ReducedHistory
ACETAdicet Bio, Inc.COM7,447,140$66.6M1.3%00.0%UnchangedHistory
EWEdwards Lifesciences CorpStock860,500$64.2M1.2%−105,800−10.9%ReducedHistory
PCVXVaxcyte, Inc.COM1,283,126$61.5M1.2%+565,226+78.7%AddedHistory
Vectivbio Hldg AGH9060V101ORD SHS7,006,861$60.7M1.2%+533,300+8.2%Added–
PRLDPrelude Therapeutics IncCOM10,039,691$60.6M1.2%00.0%UnchangedHistory
THCTenet Healthcare CorpCOM NEW1,220,300$59.5M1.1%+577,000+89.7%AddedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM3,196,876$58.5M1.1%00.0%UnchangedHistory
MRTXMirati Therapeutics, Inc.COM1,283,692$58.2M1.1%−135,200−9.5%ReducedHistory
PMVPPMV Pharmaceuticals, Inc.COM6,563,077$57.1M1.1%00.0%UnchangedHistory
KDNYChinook Therapeutics, Inc.COM2,029,300$53.2M1.0%00.0%UnchangedHistory
MRSNMersana Therapeutics, Inc.COM9,011,437$52.8M1.0%00.0%UnchangedHistory
0000000000Stock12,147,877$51.5M1.0%00.0%Unchanged–
SNDXSyndax Pharmaceuticals IncCOM2,006,500$51.1M1.0%00.0%UnchangedHistory
RPTXRepare Therapeutics Inc.COM3,322,488$48.9M0.9%00.0%UnchangedHistory
XTNTXtant Medical Holdings, Inc.COM NEW73,114,592$48.3M0.9%00.0%UnchangedHistory
ETNB89bio, Inc.COM3,658,869$46.6M0.9%00.0%UnchangedHistory
SIBNSI-BONE, Inc.COM3,368,000$45.8M0.9%00.0%UnchangedHistory
XENEXenon Pharmaceuticals Inc.COM1,149,100$45.3M0.9%+11,800+1.0%AddedHistory
ACRSAclaris Therapeutics, Inc.COM2,758,434$43.4M0.8%00.0%UnchangedHistory
IRONDisc Medicine, Inc.COM2,160,941$43.0M0.8%+1,578,319+270.9%AddedConverted for a 1-for-10 splitHistory
ABCLAbCellera Biologics Inc.COM4,180,768$42.4M0.8%00.0%UnchangedHistory
SCPHscPharmaceuticals Inc.COM5,559,528$39.9M0.8%+762,380+15.9%AddedHistory
QUREuniQure N.V.SHS1,747,555$39.6M0.8%+150,555+9.4%AddedHistory
Bellus Health Inc New07987C204COM NEW4,708,900$38.7M0.7%+74,000+1.6%Added–
JANXJanux Therapeutics, Inc.COM2,836,386$37.4M0.7%00.0%UnchangedHistory
ARQTArcutis Biotherapeutics, Inc.COM2,460,108$36.4M0.7%−339,892−12.1%ReducedHistory
TELATELA Bio, Inc.COM3,027,542$34.8M0.7%00.0%UnchangedHistory
ALXOAlx Oncology Holdings IncCOM2,871,000$32.4M0.6%00.0%UnchangedHistory
KZRKezar Life Sciences, Inc.COM4,584,322$32.3M0.6%+2,812,622+158.8%AddedHistory
PGNYProgyny, Inc.COM1,035,000$32.2M0.6%−99,053−8.7%ReducedHistory
VTYXVentyx Biosciences, Inc.COM925,000$30.3M0.6%+700,000+311.1%AddedHistory
ALPNAlpine Immune Sciences, Inc.COM4,081,592$30.0M0.6%00.0%UnchangedHistory
TVTXTravere Therapeutics, Inc.COM1,253,130$26.4M0.5%00.0%UnchangedHistory
THRDThird Harmonic Bio, Inc.COM5,779,071$24.9M0.5%00.0%UnchangedHistory
RAPTRAPT Therapeutics, Inc.COM1,251,070$24.8M0.5%00.0%UnchangedHistory
KNTEKinnate Biopharma Inc.COM4,043,629$24.7M0.5%00.0%UnchangedHistory
CINCCinCor Pharma, Inc.COM1,906,000$23.4M0.4%+1,591,798+506.6%AddedHistory
JBIOJade Biosciences, Inc.COM759,540$22.3M0.4%−35,460−4.5%ReducedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS171,000$19.5M0.4%+171,000NewHistory
Gracell Biotechnologies Inc38406L103SPONSORED ADS7,884,870$18.1M0.3%00.0%Unchanged–
ELVNEnliven Therapeutics, Inc.COM4,386,568$17.9M0.3%00.0%UnchangedHistory
GHRSGH Research PLCORDINARY SHARES1,622,060$15.8M0.3%00.0%UnchangedHistory
RXSTRxSight, Inc.COM1,202,833$15.2M0.3%00.0%UnchangedHistory
MRNAModerna, Inc.Stock82,550$14.8M0.3%+82,550NewHistory
IOVAIovance Biotherapeutics, Inc.COM2,007,458$12.8M0.2%00.0%UnchangedHistory
BridgeBio Pharma, Inc.10806XAD4NOTE 2.250% 2/0–$12.6M0.2%–––
PASGPassage BIO, Inc.COM8,931,999$12.3M0.2%00.0%UnchangedHistory
FUSNFusion Pharmaceuticals Inc.COM3,224,770$10.2M0.2%00.0%UnchangedHistory
DBTXDecibel Therapeutics, Inc.COM4,945,192$10.1M0.2%00.0%UnchangedHistory
TSVT2seventy bio, Inc.COMMON STOCK1,041,300$9.76M0.2%00.0%UnchangedHistory
ORICOric Pharmaceuticals, Inc.COM1,607,568$9.47M0.2%−480,000−23.0%ReducedHistory
CMMBChemomab Therapeutics Ltd.SPONSORED ADS2,578,174$8.25M0.2%00.0%UnchangedHistory
SRRKScholar Rock Holding CorpCOM879,003$7.95M0.2%+211,060+31.6%AddedHistory
MREOMereo BioPharma Group plcSPON ADS10,605,522$7.95M0.2%00.0%UnchangedHistory
BridgeBio Pharma, Inc.10806XAB8NOTE 2.500% 3/1–$7.95M0.2%–––
IVVDInvivyd, Inc.COM5,270,400$7.91M0.2%00.0%UnchangedHistory
IMAImageneBio, Inc.COM2,933,941$7.80M0.1%00.0%UnchangedHistory
CGEMCullinan Therapeutics, Inc.COM637,287$6.72M0.1%00.0%UnchangedHistory
VSTMVerastem, Inc.COM16,503,237$6.64M0.1%−696,763−4.1%ReducedHistory
State Street SPDR S&P Biotech ETF78464A870ETF76,400$6.34M0.1%00.0%Unchanged–
FOLDAmicus Therapeutics, Inc.COM516,000$6.30M0.1%+516,000NewHistory
ARGXArgenx SESPONSORED ADR16,200$6.14M0.1%−253,500−94.0%ReducedHistory
NPCENeuroPace IncCOM4,012,281$5.98M0.1%00.0%UnchangedHistory
CRVSCorvus Pharmaceuticals, Inc.COM6,943,654$5.90M0.1%00.0%UnchangedHistory
XFORX4 Pharmaceuticals, IncCOM5,817,726$5.78M0.1%+790,909+15.7%AddedHistory
VIGLVigil Neuroscience, Inc.COM448,891$5.61M0.1%+37,700+9.2%AddedHistory
BNTXBioNTech SESPONSORED ADS36,300$5.45M0.1%+36,300NewHistory
DMRADamora Therapeutics, Inc.COM4,090,937$4.70M0.1%00.0%UnchangedHistory
SYBXSynlogic, Inc.COM6,029,995$4.58M0.1%00.0%UnchangedHistory
NXTCNextCure, Inc.COM2,711,013$3.82M0.1%00.0%UnchangedHistory
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A1,583,490$3.15M0.1%00.0%UnchangedHistory
AFIBAcutus Medical, Inc.COM2,648,386$3.05M0.1%00.0%UnchangedHistory
BCABBioAtla, Inc.COM332,372$2.74M0.1%+332,372NewHistory
APLTApplied Therapeutics, Inc.COM3,050,921$2.32M<0.1%−1,199,079−28.2%ReducedHistory

Options (1)

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 Q4 2022
SecurityClassPutsCalls
SNYSanofiSPONSORED ADR–$4.84M

Sold out since Q3 2022 (21)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of OrbiMed Advisors LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
TCDATricida, Inc.COM10,280,947$107.7M2.1%History
ABBVAbbVie Inc.Stock600,000$80.5M1.6%History
GHGuardant Health, Inc.COM992,400$53.4M1.1%History
ALNYAlnylam Pharmaceuticals, Inc.COM250,500$50.1M1.0%History
BHVNBiohaven Ltd.COM170,769$25.8M0.5%History
MGTXMeiraGTx Holdings plcCOM2,108,143$17.7M0.4%History
KALVKalVista Pharmaceuticals, Inc.COM1,042,000$15.1M0.3%History
MIRMMirum Pharmaceuticals, Inc.COM521,891$11.0M0.2%History
RCUSArcus Biosciences, Inc.COM303,000$7.93M0.2%History
LUNGPulmonx CorpCOM435,000$7.25M0.1%History
JNCEJounce Therapeutics, Inc.COM2,928,900$6.85M0.1%History
HRTXHeron Therapeutics, Inc.COM1,123,000$4.74M0.1%History
Achilles Therapeutics PLC00449L102SPONSORED ADS1,463,251$3.31M0.1%–
DNTHDianthus Therapeutics, Inc.COM2,250,953$3.17M0.1%History
BNRBurning Rock Biotech LtdSPONSORED ADS1,282,816$3.07M0.1%History
DYNDyne Therapeutics, Inc.COM220,400$2.80M0.1%History
LENZLENZ Therapeutics, Inc.COM848,412$2.69M0.1%History
LogicBio Therapeutics, Inc.54142F102COM8,466,783$2.31M<0.1%–
IMDXInsight Molecular Diagnostics Inc.COM1,882,768$1.37M<0.1%History
VORVor Biopharma Inc.COM111,808$445.0K<0.1%History
LBPHLongboard Pharmaceuticals, Inc.COM113,500$422.0K<0.1%History