Skip to main content
Livermore
Livermore
ZHEN

OrbiMed Advisors LLC

SEC CIK
0001055951
Latest filing
Aug 14, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
111
+2 vs. Q3 2024
Portfolio value
$4.82B
−$648.8M (−11.9%) vs. Q3 2024
Filed
Feb 14, 2025
SEC
Holdings of OrbiMed Advisors LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
XERSXeris Biopharma Holdings, Inc.COM80,420$272.6K<0.1%00.0%UnchangedHistory
Lakeshore Biopharma Co LtdG9845F208ORD SHS NEW140,428$485.9K<0.1%+140,428New–
IVVDInvivyd, Inc.COM1,149,300$509.3K<0.1%−579,000−33.5%ReducedHistory
ELEVElevation Acquisition Group Inc.COM941,275$529.6K<0.1%00.0%UnchangedHistory
AGIOAgios Pharmaceuticals, Inc.COM26,700$877.4K<0.1%+26,700NewHistory
NXTCNextCure, Inc.COM1,141,200$879.9K<0.1%00.0%UnchangedHistory
ANROAlto Neuroscience, Inc.COM SHS250,000$1.06M<0.1%+250,000NewHistory
KRROKorro Bio, Inc.COM32,400$1.23M<0.1%+32,400NewHistory
KZRKezar Life Sciences, Inc.COM192,700$1.29M<0.1%00.0%UnchangedConverted for a 1-for-10 splitHistory
HLSQTessera Defense & Homeland Security Inc.COM NEW1,787,767$1.31M<0.1%00.0%UnchangedHistory
AMLXAmylyx Pharmaceuticals, Inc.COM348,000$1.32M<0.1%+348,000NewHistory
TSBXTurnstone Biologics Corp.COM3,099,265$1.54M<0.1%00.0%UnchangedHistory
TNGXTango Therapeutics, Inc.COM550,000$1.70M<0.1%+550,000NewHistory
AKROAkero Therapeutics, Inc.COM66,000$1.84M<0.1%+66,000NewHistory
IMVTImmunovant, Inc.COM78,500$1.94M<0.1%+78,500NewHistory
LYELLyell Immunopharma, Inc.COM3,103,623$1.99M<0.1%−2,982,378−49.0%ReducedHistory
NKTXNkarta, Inc.COM821,400$2.05M<0.1%−659,200−44.5%ReducedHistory
TILInstil Bio, Inc.COM NEW116,785$2.23M<0.1%+83,085+246.5%AddedHistory
PEPGPepGen Inc.COM653,016$2.47M0.1%−144,342−18.1%ReducedHistory
FATEFate Therapeutics IncCOM1,680,580$2.77M0.1%00.0%UnchangedHistory
CBLLCeribell, Inc.COM112,500$2.91M0.1%+112,500NewHistory
CMMBChemomab Therapeutics Ltd.SPONSORED ADS1,741,273$3.15M0.1%00.0%UnchangedHistory
ARDTArdent Health, Inc.COM206,000$3.52M0.1%00.0%UnchangedHistory
KRYSKrystal Biotech, Inc.COM23,500$3.68M0.1%00.0%UnchangedHistory
PASGPassage BIO, Inc.COM7,404,869$4.20M0.1%−2,418,007−24.6%ReducedHistory
RPTXRepare Therapeutics Inc.COM3,322,488$4.35M0.1%00.0%UnchangedHistory
MISTMilestone Pharmaceuticals Inc.COM2,000,000$4.72M0.1%00.0%UnchangedHistory
BCAXBicara Therapeutics Inc.COM298,301$5.20M0.1%+26,391+9.7%AddedHistory
XFORX4 Pharmaceuticals, IncCOM7,133,515$5.23M0.1%00.0%UnchangedHistory
BIOABioAge Labs, Inc.COM921,959$5.34M0.1%−501,511−35.2%ReducedHistory
TRAWTraws Pharma, Inc.COM NEW605,531$5.38M0.1%00.0%UnchangedHistory
NSPRInspireMD, Inc.COM2,133,405$5.61M0.1%00.0%UnchangedHistory
IMAImageneBio, Inc.COM3,539,358$5.80M0.1%00.0%UnchangedHistory
ENGNenGene Therapeutics Inc.COM920,339$6.12M0.1%+920,339NewHistory
INSMINSMED IncCOM PAR $.0194,559$6.53M0.1%+94,559NewHistory
SRRKScholar Rock Holding CorpCOM151,800$6.56M0.1%−590,500−79.6%ReducedHistory
CRDFCardiff Oncology, Inc.COM1,538,462$6.68M0.1%+1,538,462NewHistory
AVTXAvalo Therapeutics, Inc.COM NEW967,000$7.18M0.1%00.0%UnchangedHistory
GERNGeron CorpCOM2,168,000$7.67M0.2%+2,168,000NewHistory
QTTBQ32 Bio Inc.COM2,252,987$7.75M0.2%00.0%UnchangedHistory
NMRANeumora Therapeutics, Inc.COM804,996$8.53M0.2%−695,004−46.3%ReducedHistory
PMVPPMV Pharmaceuticals, Inc.COM6,475,291$9.78M0.2%00.0%UnchangedHistory
ACETAdicet Bio, Inc.COM11,447,140$11.0M0.2%00.0%UnchangedHistory
ADCTADC Therapeutics SASHS5,968,451$11.9M0.2%+1,434,650+31.6%AddedHistory
ABCLAbCellera Biologics Inc.COM4,180,768$12.2M0.3%00.0%UnchangedHistory
SLRNACELYRIN, Inc.COM4,001,711$12.6M0.3%00.0%UnchangedHistory
ITCIIntra-Cellular Therapies, Inc.COM163,000$13.6M0.3%+163,000NewHistory
FBRXForte Biosciences, Inc.COM NEW600,000$13.6M0.3%+600,000NewHistory
CRBPCorbus Pharmaceuticals Holdings, Inc.COM NEW1,172,287$13.8M0.3%+259,735+28.5%AddedHistory
PRLDPrelude Therapeutics IncCOM10,909,256$13.9M0.3%00.0%UnchangedHistory
VSTMVerastem, Inc.COM NEW2,862,448$14.8M0.3%00.0%UnchangedHistory
MEDPMedpace Holdings, Inc.COM44,900$14.9M0.3%00.0%UnchangedHistory
CCCCC4 Therapeutics, Inc.COM STK4,377,900$15.8M0.3%00.0%UnchangedHistory
KROSKeros Therapeutics, Inc.COM1,018,734$16.1M0.3%00.0%UnchangedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS652,028$17.7M0.4%+268,323+69.9%AddedHistory
0000000000Stock12,048,773$17.7M0.4%00.0%Unchanged–
MLYSMineralys Therapeutics, Inc.COM1,611,637$19.8M0.4%−391,302−19.5%ReducedHistory
TYRATyra Biosciences, Inc.COM1,470,086$20.4M0.4%+701,448+91.3%AddedHistory
RAPTRAPT Therapeutics, Inc.COM13,135,260$20.8M0.4%+13,135,260NewHistory
SCPHscPharmaceuticals Inc.COM6,059,528$21.5M0.4%00.0%UnchangedHistory
FOLDAmicus Therapeutics, Inc.COM2,285,400$21.5M0.4%+1,715,100+300.7%AddedHistory
IMTXImmatics N.V.SHS3,087,462$22.0M0.5%+1,081,081+53.9%AddedHistory
RYTMRhythm Pharmaceuticals, Inc.COM400,000$22.4M0.5%−35,900−8.2%ReducedHistory
GILDGilead Sciences, Inc.Stock245,600$22.7M0.5%+93,900+61.9%AddedHistory
VIRVir Biotechnology, Inc.COM3,218,617$23.6M0.5%−354,383−9.9%ReducedHistory
CGEMCullinan Therapeutics, Inc.COM1,942,555$23.7M0.5%+872,500+81.5%AddedHistory
DYNDyne Therapeutics, Inc.COM1,227,080$28.9M0.6%+518,680+73.2%AddedHistory
VERAVera Therapeutics, Inc.CL A742,572$31.4M0.7%+66,700+9.9%AddedHistory
Avidity Biosciences, Inc.05370A108COM1,112,886$32.4M0.7%+68,081+6.5%Added–
XTNTXtant Medical Holdings, Inc.COM NEW73,114,592$32.4M0.7%00.0%UnchangedHistory
CMPXCompass Therapeutics, Inc.COM22,362,850$32.4M0.7%00.0%UnchangedHistory
State Street SPDR S&P Biotech ETF78464A870ETF372,000$33.5M0.7%+372,000New–
CRVSCorvus Pharmaceuticals, Inc.COM6,943,654$37.1M0.8%00.0%UnchangedHistory
XENEXenon Pharmaceuticals Inc.COM947,877$37.2M0.8%+36,457+4.0%AddedHistory
NPCENeuroPace IncCOM3,406,335$38.1M0.8%00.0%UnchangedHistory
EXASExact Sciences CorpCOM679,816$38.2M0.8%00.0%UnchangedHistory
JANXJanux Therapeutics, Inc.COM758,566$40.6M0.8%−500,000−39.7%ReducedHistory
CGONCG Oncology, Inc.COM1,431,114$41.0M0.9%+740,000+107.1%AddedHistory
TERNTerns Pharmaceuticals, Inc.COM7,562,971$41.9M0.9%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock84,400$43.9M0.9%00.0%UnchangedHistory
SWTXSpringWorks Therapeutics, Inc.COM1,255,031$45.3M0.9%−135,600−9.8%ReducedHistory
SIBNSI-BONE, Inc.COM3,442,853$48.3M1.0%+137,052+4.1%AddedHistory
UHSUniversal Health Services IncCL B269,300$48.3M1.0%+113,300+72.6%AddedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM999,000$51.1M1.1%−51,055−4.9%ReducedHistory
THRDThird Harmonic Bio, Inc.COM5,779,071$59.5M1.2%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock151,000$60.8M1.3%00.0%UnchangedHistory
NTRANatera, Inc.COM413,000$65.4M1.4%−274,500−39.9%ReducedHistory
UNHUnitedHealth Group IncStock130,900$66.2M1.4%−48,100−26.9%ReducedHistory
MBXMBX Biosciences, Inc.COM3,812,215$70.3M1.5%00.0%UnchangedHistory
CYTKCytokinetics IncCOM NEW1,584,005$74.5M1.5%+817,099+106.5%AddedHistory
ITGRInteger Holdings CorpCOM575,000$76.2M1.6%00.0%UnchangedHistory
BIIBBiogen Inc.COM509,100$77.9M1.6%−303,900−37.4%ReducedHistory
AVBPArriVent BioPharma, Inc.COM3,027,328$80.6M1.7%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock829,900$82.6M1.7%−486,100−36.9%ReducedHistory
EWEdwards Lifesciences CorpStock1,145,302$84.8M1.8%+1,145,302NewHistory
SPRYARS Pharmaceuticals, Inc.COM8,288,510$87.4M1.8%00.0%UnchangedHistory
UPBUpstream Bio, Inc.COM5,693,589$93.6M1.9%+5,693,589NewHistory
ALNYAlnylam Pharmaceuticals, Inc.COM415,600$97.8M2.0%+165,300+66.0%AddedHistory
IONSIonis Pharmaceuticals IncCOM2,817,347$98.5M2.0%+492,900+21.2%AddedHistory
THCTenet Healthcare CorpCOM NEW792,000$100.0M2.1%+10,000+1.3%AddedHistory

Options (7)

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 2024
SecurityClassPutsCalls
GILDGilead Sciences, Inc.Stock–$18.5M
UHSUniversal Health Services IncCL B–$8.97M
PFEPfizer IncStock–$6.63M
GPCRStructure Therapeutics Inc.SPONSORED ADS–$4.07M
SIBNSI-BONE, Inc.COM–$3.50M
THCTenet Healthcare CorpCOM NEW–$3.16M
CCCCC4 Therapeutics, Inc.COM STK–$540.0K

Sold out since Q3 2024 (17)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of OrbiMed Advisors LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
AMGNAmgen IncStock252,300$81.3M1.5%History
ELVElevance Health, Inc.Stock106,200$55.2M1.0%History
REGNRegeneron Pharmaceuticals, Inc.COM45,200$47.5M0.9%History
EVHEvolent Health, Inc.CL A1,665,115$47.1M0.9%History
PCVXVaxcyte, Inc.COM387,000$44.2M0.8%History
SNDXSyndax Pharmaceuticals IncCOM1,925,300$37.1M0.7%History
APLSApellis Pharmaceuticals, Inc.COM1,270,400$36.6M0.7%History
ICLRIcon PLCCOM123,900$35.6M0.7%History
PHATPhathom Pharmaceuticals, Inc.COM1,449,073$26.2M0.5%History
APGEApogee Therapeutics, Inc.COM379,130$22.3M0.4%History
LXRXLexicon Pharmaceuticals, Inc.COM NEW11,024,000$17.3M0.3%History
BNTXBioNTech SESPONSORED ADS103,000$12.2M0.2%History
ACADAcadia Pharmaceuticals IncCOM764,600$11.8M0.2%History
OSCROscar Health, Inc.CL A351,618$7.46M0.1%History
LBPHLongboard Pharmaceuticals, Inc.COM170,000$5.67M0.1%History
TELATELA Bio, Inc.COM2,161,185$5.47M0.1%History
VIGLVigil Neuroscience, Inc.COM448,891$1.53M<0.1%History