Skip to main content
Livermore
Livermore
ZHEN

OrbiMed Advisors LLC

SEC CIK
0001055951
Latest filing
Aug 14, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
109
+1 vs. Q2 2024
Portfolio value
$5.46B
+$774.6M (+16.5%) vs. Q2 2024
Filed
Nov 14, 2024
SEC
Holdings of OrbiMed Advisors LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
XERSXeris Biopharma Holdings, Inc.COM80,420$229.2K<0.1%00.0%UnchangedHistory
ELEVElevation Acquisition Group Inc.COM941,275$564.7K<0.1%00.0%UnchangedHistory
KZRKezar Life Sciences, Inc.COM1,927,000$1.49M<0.1%00.0%UnchangedHistory
VIGLVigil Neuroscience, Inc.COM448,891$1.53M<0.1%00.0%UnchangedHistory
NXTCNextCure, Inc.COM1,141,200$1.56M<0.1%00.0%UnchangedHistory
TSBXTurnstone Biologics Corp.COM3,099,265$1.73M<0.1%00.0%UnchangedHistory
IVVDInvivyd, Inc.COM1,728,300$1.76M<0.1%−697,500−28.8%ReducedHistory
HLSQTessera Defense & Homeland Security Inc.COM NEW1,787,767$1.82M<0.1%+410,402+29.8%AddedConverted for a 1-for-10 splitHistory
TILInstil Bio, Inc.COM NEW33,700$2.27M<0.1%+33,700NewHistory
CMMBChemomab Therapeutics Ltd.SPONSORED ADS1,741,273$2.73M0.1%−500,000−22.3%ReducedHistory
MISTMilestone Pharmaceuticals Inc.COM2,000,000$3.04M0.1%00.0%UnchangedHistory
TRAWTraws Pharma, Inc.COM NEW605,531$3.56M0.1%+563,721+1,348.3%AddedConverted for a 1-for-25 splitHistory
ARDTArdent Health, Inc.COM206,000$3.79M0.1%+206,000NewHistory
KRYSKrystal Biotech, Inc.COM23,500$4.28M0.1%−6,466−21.6%ReducedHistory
XFORX4 Pharmaceuticals, IncCOM7,133,515$4.77M0.1%00.0%UnchangedHistory
TELATELA Bio, Inc.COM2,161,185$5.47M0.1%−296,357−12.1%ReducedHistory
LBPHLongboard Pharmaceuticals, Inc.COM170,000$5.67M0.1%+170,000NewHistory
NSPRInspireMD, Inc.COM2,133,405$5.72M0.1%00.0%UnchangedHistory
FATEFate Therapeutics IncCOM1,680,580$5.88M0.1%+325,228+24.0%AddedHistory
SRRKScholar Rock Holding CorpCOM742,300$5.95M0.1%−332,082−30.9%ReducedHistory
FOLDAmicus Therapeutics, Inc.COM570,300$6.09M0.1%00.0%UnchangedHistory
IMAImageneBio, Inc.COM3,539,358$6.12M0.1%00.0%UnchangedHistory
NKTXNkarta, Inc.COM1,480,600$6.69M0.1%+680,600+85.1%AddedHistory
PEPGPepGen Inc.COM797,358$6.82M0.1%+797,358NewHistory
PASGPassage BIO, Inc.COM9,822,876$6.88M0.1%−301,700−3.0%ReducedHistory
BCAXBicara Therapeutics Inc.COM271,910$6.93M0.1%+271,910NewHistory
OSCROscar Health, Inc.CL A351,618$7.46M0.1%+351,618NewHistory
LYELLyell Immunopharma, Inc.COM6,086,001$8.40M0.2%−319,097−5.0%ReducedHistory
VSTMVerastem, Inc.COM NEW2,862,448$8.56M0.2%+1,333,333+87.2%AddedHistory
AVTXAvalo Therapeutics, Inc.COM NEW967,000$9.19M0.2%+967,000NewHistory
PMVPPMV Pharmaceuticals, Inc.COM6,475,291$9.65M0.2%00.0%UnchangedHistory
ABCLAbCellera Biologics Inc.COM4,180,768$10.9M0.2%00.0%UnchangedHistory
RPTXRepare Therapeutics Inc.COM3,322,488$11.4M0.2%00.0%UnchangedHistory
ACADAcadia Pharmaceuticals IncCOM764,600$11.8M0.2%+764,600NewHistory
BNTXBioNTech SESPONSORED ADS103,000$12.2M0.2%+103,000NewHistory
GILDGilead Sciences, Inc.Stock151,700$12.7M0.2%+151,700NewHistory
ADCTADC Therapeutics SASHS4,533,801$14.3M0.3%+216,977+5.0%AddedHistory
MEDPMedpace Holdings, Inc.COM44,900$15.0M0.3%+44,900NewHistory
ACETAdicet Bio, Inc.COM11,447,140$16.5M0.3%00.0%UnchangedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS383,705$16.8M0.3%+258,705+207.0%AddedHistory
LXRXLexicon Pharmaceuticals, Inc.COM NEW11,024,000$17.3M0.3%+5,177,900+88.6%AddedHistory
CGEMCullinan Therapeutics, Inc.COM1,070,055$17.9M0.3%−77,600−6.8%ReducedHistory
TYRATyra Biosciences, Inc.COM768,638$18.1M0.3%00.0%UnchangedHistory
CRBPCorbus Pharmaceuticals Holdings, Inc.COM NEW912,552$18.8M0.3%+912,552NewHistory
SLRNACELYRIN, Inc.COM4,001,711$19.7M0.4%00.0%UnchangedHistory
NMRANeumora Therapeutics, Inc.COM1,500,000$19.8M0.4%00.0%UnchangedHistory
APGEApogee Therapeutics, Inc.COM379,130$22.3M0.4%00.0%UnchangedHistory
PRLDPrelude Therapeutics IncCOM10,909,256$22.6M0.4%00.0%UnchangedHistory
0000000000Stock12,048,773$22.8M0.4%00.0%Unchanged–
RYTMRhythm Pharmaceuticals, Inc.COM435,900$22.8M0.4%−268,942−38.2%ReducedHistory
IMTXImmatics N.V.SHS2,006,381$22.9M0.4%00.0%UnchangedHistory
NPCENeuroPace IncCOM3,406,335$23.7M0.4%00.0%UnchangedHistory
MLYSMineralys Therapeutics, Inc.COM2,002,939$24.3M0.4%−18,485−0.9%ReducedHistory
CCCCC4 Therapeutics, Inc.COM STK4,377,900$25.0M0.5%+2,864,842+189.3%AddedHistory
DYNDyne Therapeutics, Inc.COM708,400$25.4M0.5%00.0%UnchangedHistory
CGONCG Oncology, Inc.COM691,114$26.1M0.5%+691,114NewHistory
PHATPhathom Pharmaceuticals, Inc.COM1,449,073$26.2M0.5%+1,449,073NewHistory
VIRVir Biotechnology, Inc.COM3,573,000$26.8M0.5%+1,252,898+54.0%AddedHistory
SCPHscPharmaceuticals Inc.COM6,059,528$27.6M0.5%+500,000+9.0%AddedHistory
BIOABioAge Labs, Inc.COM1,423,470$29.6M0.5%+1,423,470NewHistory
VERAVera Therapeutics, Inc.CL A675,872$29.9M0.5%00.0%UnchangedHistory
NBIXNeurocrine Biosciences IncStock302,220$34.8M0.6%−145,980−32.6%ReducedHistory
ICLRIcon PLCCOM123,900$35.6M0.7%−50,200−28.8%ReducedHistory
UHSUniversal Health Services IncCL B156,000$35.7M0.7%+156,000NewHistory
XENEXenon Pharmaceuticals Inc.COM911,420$35.9M0.7%+49,058+5.7%AddedHistory
APLSApellis Pharmaceuticals, Inc.COM1,270,400$36.6M0.7%−32,400−2.5%ReducedHistory
CRVSCorvus Pharmaceuticals, Inc.COM6,943,654$36.7M0.7%00.0%UnchangedHistory
SNDXSyndax Pharmaceuticals IncCOM1,925,300$37.1M0.7%00.0%UnchangedHistory
CYTKCytokinetics IncCOM NEW766,906$40.5M0.7%−46,000−5.7%ReducedHistory
CMPXCompass Therapeutics, Inc.COM22,362,850$41.1M0.8%00.0%UnchangedHistory
PCVXVaxcyte, Inc.COM387,000$44.2M0.8%−408,900−51.4%ReducedHistory
SWTXSpringWorks Therapeutics, Inc.COM1,390,631$44.6M0.8%−316,700−18.5%ReducedHistory
SIBNSI-BONE, Inc.COM3,305,801$46.2M0.8%+75,824+2.3%AddedHistory
EXASExact Sciences CorpCOM679,816$46.3M0.8%+7,400+1.1%AddedHistory
EVHEvolent Health, Inc.CL A1,665,115$47.1M0.9%−940,500−36.1%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM45,200$47.5M0.9%+22,400+98.2%AddedHistory
Avidity Biosciences, Inc.05370A108COM1,044,805$48.0M0.9%+338,330+47.9%Added–
XTNTXtant Medical Holdings, Inc.COM NEW73,114,592$49.4M0.9%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock84,400$52.2M1.0%−47,600−36.1%ReducedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM1,050,055$53.7M1.0%−230,745−18.0%ReducedHistory
ELVElevance Health, Inc.Stock106,200$55.2M1.0%−61,900−36.8%ReducedHistory
JANXJanux Therapeutics, Inc.COM1,258,566$57.2M1.0%−1,721,262−57.8%ReducedHistory
KROSKeros Therapeutics, Inc.COM1,018,734$59.2M1.1%−250,000−19.7%ReducedHistory
TERNTerns Pharmaceuticals, Inc.COM7,562,971$63.1M1.2%−56,164−0.7%ReducedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM250,300$68.8M1.3%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock151,000$70.2M1.3%00.0%UnchangedHistory
AVBPArriVent BioPharma, Inc.COM3,027,328$71.1M1.3%00.0%UnchangedHistory
ITGRInteger Holdings CorpCOM575,000$74.8M1.4%+225,779+64.7%AddedHistory
THRDThird Harmonic Bio, Inc.COM5,779,071$78.3M1.4%00.0%UnchangedHistory
AMGNAmgen IncStock252,300$81.3M1.5%+117,400+87.0%AddedHistory
NTRANatera, Inc.COM687,500$87.3M1.6%00.0%UnchangedHistory
IRONDisc Medicine, Inc.COM1,785,571$87.7M1.6%00.0%UnchangedHistory
IONSIonis Pharmaceuticals IncCOM2,324,447$93.1M1.7%−47,886−2.0%ReducedHistory
MBXMBX Biosciences, Inc.COM3,812,215$99.0M1.8%+3,812,215NewHistory
QTTBQ32 Bio Inc.COM2,252,987$100.5M1.8%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock179,000$104.7M1.9%+67,000+59.8%AddedHistory
ARGXArgenx SESPONSORED ADR204,500$110.9M2.0%−4,600−2.2%ReducedHistory
SRPTSarepta Therapeutics, Inc.COM954,500$119.2M2.2%+308,500+47.8%AddedHistory
SPRYARS Pharmaceuticals, Inc.COM8,288,510$120.2M2.2%−952,377−10.3%ReducedHistory
SYKStryker CorpStock344,400$124.4M2.3%+75,400+28.0%AddedHistory

Options (9)

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 2024
SecurityClassPutsCalls
EVHEvolent Health, Inc.CL A–$7.31M
MRNAModerna, Inc.Stock–$6.68M
SRPTSarepta Therapeutics, Inc.COM–$6.24M
SOLVSolventum CorpStock–$4.83M
Avidity Biosciences, Inc.05370A108COM–$4.59M
SIBNSI-BONE, Inc.COM–$3.50M
FLNAFilana Therapeutics, Inc.COM$2.80M–
GERNGeron CorpCOM–$1.82M
CCCCC4 Therapeutics, Inc.COM STK–$855.0K

Sold out since Q2 2024 (16)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of OrbiMed Advisors LLC sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
VRNAVerona Pharma plcSPONSORED ADS2,861,801$41.4M0.9%History
GERNGeron CorpCOM8,930,252$37.9M0.8%History
DXCMDexcom IncCOM289,900$32.9M0.7%History
HRTXHeron Therapeutics, Inc.COM6,512,866$22.8M0.5%History
MORFMorphic Holding, Inc.COM612,500$20.9M0.4%History
ALXOAlx Oncology Holdings IncCOM1,894,462$11.4M0.2%History
MRUSMerus N.V.COM156,100$9.24M0.2%History
PGNYProgyny, Inc.COM259,900$7.44M0.2%History
CATXPerspective Therapeutics, Inc.COM NEW492,670$4.91M0.1%History
TGTXTG Therapeutics, Inc.COM133,200$2.37M0.1%History
BMRNBiomarin Pharmaceutical IncCOM26,100$2.15M<0.1%History
ORICOric Pharmaceuticals, Inc.COM287,100$2.03M<0.1%History
APLMApollomics Inc.CL A SHS8,565,456$1.81M<0.1%History
DVAXDynavax Technologies CorpCOM NEW113,500$1.27M<0.1%History
Ys Biopharma Co LtdG9845F109ORDINARY SHARES1,404,280$909.8K<0.1%–
OMICSingular Genomics Systems, Inc.COM NEW18,023$152.3K<0.1%History