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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
GLUEMonte Rosa Therapeutics, Inc.COM27,369$208.3K<0.1%−90,086−76.7%ReducedHistory
HLSQTessera Defense & Homeland Security Inc.COM2,813,489$525.3K<0.1%00.0%UnchangedHistory
SYRESpyre Therapeutics, Inc.COM1,797,221$808.6K<0.1%00.0%UnchangedHistory
MACKMerrimack Pharmaceuticals IncCOM NEW73,600$843.5K<0.1%+73,600NewHistory
EPIXESSA Pharma Inc.COM NEW365,300$920.6K<0.1%−275,345−43.0%ReducedHistory
BOLTBolt Biotherapeutics, Inc.COM771,059$1.00M<0.1%00.0%UnchangedHistory
OMICSingular Genomics Systems, Inc.COM540,697$1.09M<0.1%00.0%UnchangedHistory
HARPHarpoon Therapeutics, Inc.COM1,516,496$1.10M<0.1%−1,509,412−49.9%ReducedHistory
PYXSPyxis Oncology, Inc.COMMON STOCK848,252$1.14M<0.1%00.0%UnchangedHistory
Cybin Ord23256X100COM5,386,299$1.65M<0.1%−5,067,301−48.5%Reduced–
EYPTEyePoint, Inc.COM NEW487,642$1.71M<0.1%−483,218−49.8%ReducedHistory
GDRXGoodRx Holdings, Inc.COM CL A387,567$1.81M<0.1%+387,567NewHistory
CALCCalciMedica, Inc.COM SHS4,163,347$2.08M<0.1%00.0%UnchangedHistory
TARAProtara Therapeutics, Inc.COM STK830,641$2.23M<0.1%00.0%UnchangedHistory
APLTApplied Therapeutics, Inc.COM3,050,921$2.32M<0.1%−1,199,079−28.2%ReducedHistory
BCABBioAtla, Inc.COM332,372$2.74M0.1%+332,372NewHistory
AFIBAcutus Medical, Inc.COM2,648,386$3.05M0.1%00.0%UnchangedHistory
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A1,583,490$3.15M0.1%00.0%UnchangedHistory
NXTCNextCure, Inc.COM2,711,013$3.82M0.1%00.0%UnchangedHistory
SYBXSynlogic, Inc.COM6,029,995$4.58M0.1%00.0%UnchangedHistory
DMRADamora Therapeutics, Inc.COM4,090,937$4.70M0.1%00.0%UnchangedHistory
BNTXBioNTech SESPONSORED ADS36,300$5.45M0.1%+36,300NewHistory
VIGLVigil Neuroscience, Inc.COM448,891$5.61M0.1%+37,700+9.2%AddedHistory
XFORX4 Pharmaceuticals, IncCOM5,817,726$5.78M0.1%+790,909+15.7%AddedHistory
CRVSCorvus Pharmaceuticals, Inc.COM6,943,654$5.90M0.1%00.0%UnchangedHistory
NPCENeuroPace IncCOM4,012,281$5.98M0.1%00.0%UnchangedHistory
ARGXArgenx SESPONSORED ADR16,200$6.14M0.1%−253,500−94.0%ReducedHistory
FOLDAmicus Therapeutics, Inc.COM516,000$6.30M0.1%+516,000NewHistory
State Street SPDR S&P Biotech ETF78464A870ETF76,400$6.34M0.1%00.0%Unchanged–
VSTMVerastem, Inc.COM16,503,237$6.64M0.1%−696,763−4.1%ReducedHistory
CGEMCullinan Therapeutics, Inc.COM637,287$6.72M0.1%00.0%UnchangedHistory
IMAImageneBio, Inc.COM2,933,941$7.80M0.1%00.0%UnchangedHistory
IVVDInvivyd, Inc.COM5,270,400$7.91M0.2%00.0%UnchangedHistory
BridgeBio Pharma, Inc.10806XAB8NOTE 2.500% 3/1–$7.95M0.2%–––
MREOMereo BioPharma Group plcSPON ADS10,605,522$7.95M0.2%00.0%UnchangedHistory
SRRKScholar Rock Holding CorpCOM879,003$7.95M0.2%+211,060+31.6%AddedHistory
CMMBChemomab Therapeutics Ltd.SPONSORED ADS2,578,174$8.25M0.2%00.0%UnchangedHistory
ORICOric Pharmaceuticals, Inc.COM1,607,568$9.47M0.2%−480,000−23.0%ReducedHistory
TSVT2seventy bio, Inc.COMMON STOCK1,041,300$9.76M0.2%00.0%UnchangedHistory
DBTXDecibel Therapeutics, Inc.COM4,945,192$10.1M0.2%00.0%UnchangedHistory
FUSNFusion Pharmaceuticals Inc.COM3,224,770$10.2M0.2%00.0%UnchangedHistory
PASGPassage BIO, Inc.COM8,931,999$12.3M0.2%00.0%UnchangedHistory
BridgeBio Pharma, Inc.10806XAD4NOTE 2.250% 2/0–$12.6M0.2%–––
IOVAIovance Biotherapeutics, Inc.COM2,007,458$12.8M0.2%00.0%UnchangedHistory
MRNAModerna, Inc.Stock82,550$14.8M0.3%+82,550NewHistory
RXSTRxSight, Inc.COM1,202,833$15.2M0.3%00.0%UnchangedHistory
GHRSGH Research PLCORDINARY SHARES1,622,060$15.8M0.3%00.0%UnchangedHistory
ELVNEnliven Therapeutics, Inc.COM4,386,568$17.9M0.3%00.0%UnchangedHistory
Gracell Biotechnologies Inc38406L103SPONSORED ADS7,884,870$18.1M0.3%00.0%Unchanged–
HZNPHorizon Therapeutics Public Ltd CoSHS171,000$19.5M0.4%+171,000NewHistory
JBIOJade Biosciences, Inc.COM759,540$22.3M0.4%−35,460−4.5%ReducedHistory
CINCCinCor Pharma, Inc.COM1,906,000$23.4M0.4%+1,591,798+506.6%AddedHistory
KNTEKinnate Biopharma Inc.COM4,043,629$24.7M0.5%00.0%UnchangedHistory
RAPTRAPT Therapeutics, Inc.COM1,251,070$24.8M0.5%00.0%UnchangedHistory
THRDThird Harmonic Bio, Inc.COM5,779,071$24.9M0.5%00.0%UnchangedHistory
TVTXTravere Therapeutics, Inc.COM1,253,130$26.4M0.5%00.0%UnchangedHistory
ALPNAlpine Immune Sciences, Inc.COM4,081,592$30.0M0.6%00.0%UnchangedHistory
VTYXVentyx Biosciences, Inc.COM925,000$30.3M0.6%+700,000+311.1%AddedHistory
PGNYProgyny, Inc.COM1,035,000$32.2M0.6%−99,053−8.7%ReducedHistory
KZRKezar Life Sciences, Inc.COM4,584,322$32.3M0.6%+2,812,622+158.8%AddedHistory
ALXOAlx Oncology Holdings IncCOM2,871,000$32.4M0.6%00.0%UnchangedHistory
TELATELA Bio, Inc.COM3,027,542$34.8M0.7%00.0%UnchangedHistory
ARQTArcutis Biotherapeutics, Inc.COM2,460,108$36.4M0.7%−339,892−12.1%ReducedHistory
JANXJanux Therapeutics, Inc.COM2,836,386$37.4M0.7%00.0%UnchangedHistory
Bellus Health Inc New07987C204COM NEW4,708,900$38.7M0.7%+74,000+1.6%Added–
QUREuniQure N.V.SHS1,747,555$39.6M0.8%+150,555+9.4%AddedHistory
SCPHscPharmaceuticals Inc.COM5,559,528$39.9M0.8%+762,380+15.9%AddedHistory
ABCLAbCellera Biologics Inc.COM4,180,768$42.4M0.8%00.0%UnchangedHistory
IRONDisc Medicine, Inc.COM2,160,941$43.0M0.8%+1,578,319+270.9%AddedConverted for a 1-for-10 splitHistory
ACRSAclaris Therapeutics, Inc.COM2,758,434$43.4M0.8%00.0%UnchangedHistory
XENEXenon Pharmaceuticals Inc.COM1,149,100$45.3M0.9%+11,800+1.0%AddedHistory
SIBNSI-BONE, Inc.COM3,368,000$45.8M0.9%00.0%UnchangedHistory
ETNB89bio, Inc.COM3,658,869$46.6M0.9%00.0%UnchangedHistory
XTNTXtant Medical Holdings, Inc.COM NEW73,114,592$48.3M0.9%00.0%UnchangedHistory
RPTXRepare Therapeutics Inc.COM3,322,488$48.9M0.9%00.0%UnchangedHistory
SNDXSyndax Pharmaceuticals IncCOM2,006,500$51.1M1.0%00.0%UnchangedHistory
0000000000Stock12,147,877$51.5M1.0%00.0%Unchanged–
MRSNMersana Therapeutics, Inc.COM9,011,437$52.8M1.0%00.0%UnchangedHistory
KDNYChinook Therapeutics, Inc.COM2,029,300$53.2M1.0%00.0%UnchangedHistory
PMVPPMV Pharmaceuticals, Inc.COM6,563,077$57.1M1.1%00.0%UnchangedHistory
MRTXMirati Therapeutics, Inc.COM1,283,692$58.2M1.1%−135,200−9.5%ReducedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM3,196,876$58.5M1.1%00.0%UnchangedHistory
THCTenet Healthcare CorpCOM NEW1,220,300$59.5M1.1%+577,000+89.7%AddedHistory
PRLDPrelude Therapeutics IncCOM10,039,691$60.6M1.2%00.0%UnchangedHistory
Vectivbio Hldg AGH9060V101ORD SHS7,006,861$60.7M1.2%+533,300+8.2%Added–
PCVXVaxcyte, Inc.COM1,283,126$61.5M1.2%+565,226+78.7%AddedHistory
EWEdwards Lifesciences CorpStock860,500$64.2M1.2%−105,800−10.9%ReducedHistory
ACETAdicet Bio, Inc.COM7,447,140$66.6M1.3%00.0%UnchangedHistory
PFEPfizer IncStock1,393,600$71.4M1.4%−1,205,400−46.4%ReducedHistory
BIIBBiogen Inc.COM258,200$71.5M1.4%+33,600+15.0%AddedHistory
SPRYARS Pharmaceuticals, Inc.COM8,740,887$74.6M1.4%00.0%UnchangedHistory
IONSIonis Pharmaceuticals IncCOM1,993,600$75.3M1.4%+1,224,700+159.3%AddedHistory
TERNTerns Pharmaceuticals, Inc.COM7,619,135$77.6M1.5%+137,931+1.8%AddedHistory
NTRANatera, Inc.COM1,946,353$78.2M1.5%+441,200+29.3%AddedHistory
VRTXVertex Pharmaceuticals IncStock271,500$78.4M1.5%−101,700−27.3%ReducedHistory
EVHEvolent Health, Inc.CL A2,824,832$79.3M1.5%+830,115+41.6%AddedHistory
KROSKeros Therapeutics, Inc.COM1,679,417$80.6M1.5%00.0%UnchangedHistory
NBIXNeurocrine Biosciences IncStock687,700$82.1M1.6%−208,845−23.3%ReducedHistory
THRXTheseus Pharmaceuticals, Inc.COM17,233,668$85.8M1.6%+192,000+1.1%AddedHistory
TMOThermo Fisher Scientific Inc.Stock202,200$111.3M2.1%00.0%UnchangedHistory

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