The Analysis of ORBIMED ADVISORS LLC's Holdings
Currently, ORBIMED ADVISORS LLC holds 105 types of securities in its portfolio with a total value $5.0B. In the most recent quarter, they have increased their positions in BMY (+775.0K shares, valued at $41.8M), PFE (+1.7M shares, valued at $41.2M), ELV (+99.1K shares, valued at $34.7M); decreased their positions in TERN (-5.4M shares, valued at $218.6M), RNA (-1.0M shares, valued at $73.5M), EXAS (-642.9K shares, valued at $65.3M); initiated new positions in BMY (+775.0K shares, valued at $41.8M), PFE (+1.7M shares, valued at $41.2M), ELV (+99.1K shares, valued at $34.7M); completely sold out of PMVP (previously valued at $6.2M). Stock Holdings
TickerCompany NameSharesShares โณ%Event DateReport DateHistory
EWTX EDGEWISE THERAPEUTICS INC15.5M shares0.00%2025-12-312026-02-17
LLY ELI LILLY & CO301.2K shares0.00%2025-12-312026-02-17
BSX BOSTON SCIENTIFIC CORP2.4M shares-0.41%2025-12-312026-02-17
CRVS CORVUS PHARMACEUTICALS INC8.6M shares20.15%2026-01-232026-01-27
SVA SINOVAC BIOTECH LTD2.7M shares0.00%2025-12-312026-02-17
EW EDWARDS LIFESCIENCES CORP1.8M shares9.44%2025-12-312026-02-17
UPB UPSTREAM BIO INC5.7M shares0.00%2025-12-312026-02-17
ISRG INTUITIVE SURGICAL INC263.4K shares-8.29%2025-12-312026-02-17
SION SIONNA THERAPEUTICS INC3.6M shares-3.87%2025-12-312026-02-17
MBX MBX BIOSCIENCES INC3.6M shares-7.56%2026-02-052026-02-11
ARGX ARGENX SE146.0K shares-15.26%2025-12-312026-02-17
ELVN ENLIVEN THERAPEUTICS INC8.0M shares0.00%2025-12-312026-02-17
ALNY ALNYLAM PHARMACEUTICALS INC288.8K shares-4.24%2025-12-312026-02-17
SYK STRYKER CORPORATION325.0K shares-9.52%2025-12-312026-02-17
SPRY ARS PHARMACEUTICALS INC8.3M shares0.00%2025-12-312026-02-17
TERN TERNS PHARMACEUTICALS INC2.2M shares-71.53%2025-12-312026-02-17
IRON DISC MEDICINE INC1.1M shares-24.56%2025-12-312026-02-17
CAI CARIS LIFE SCIENCES INC3.1M shares2.67%2025-12-312026-02-17
NTRA NATERA INC365.8K shares-14.79%2025-12-312026-02-17
CMPX COMPASS THERAPEUTICS INC15.2M shares0.00%2025-12-312026-02-17
GPCR STRUCTURE THERAPEUTICS INC1.2M shares1.98%2025-12-312026-02-17
DHR DANAHER CORPORATION299.8K shares13.95%2025-12-312026-02-17
CGON CG ONCOLOGY INC1.5M shares-12.18%2025-12-312026-02-17
APLS APELLIS PHARMACEUTICALS INC2.4M shares4.58%2025-12-312026-02-17
AVBP ARRIVENT BIOPHARMA INC3.0M shares0.00%2025-12-312026-02-17
UTHR UNITED THERAPEUTICS CORP DEL105.2K shares-8.44%2025-12-312026-02-17
ABVX ABIVAX SA367.9K shares-3.18%2025-12-312026-02-17
ROIV ROIVANT SCIENCES LTD2.2M shares-19.30%2025-12-312026-02-17
CRNX CRINETICS PHARMACEUTICALS IN999.0K shares-9.10%2025-12-312026-02-17
AXSM AXSOME THERAPEUTICS INC253.1K shares-52.40%2025-12-312026-02-17
EYPT EYEPOINT INC2.5M shares37.43%2025-12-312026-02-17
RNA AVIDITY BIOSCIENCES INC619.5K shares-62.20%2025-12-312026-02-17
NBIX NEUROCRINE BIOSCIENCES INC314.2K shares-11.14%2025-12-312026-02-17
DYN DYNE THERAPEUTICS INC2.2M shares-4.84%2025-12-312026-02-17
BMY BRISTOL-MYERS SQUIBB CO775.0K sharesnew addition2025-12-312026-02-17
PFE PFIZER INC1.7M sharesnew addition2025-12-312026-02-17
TRVI TREVI THERAPEUTICS INC3.2M shares-3.56%2025-12-312026-02-17
NPCE NEUROPACE INC2.4M shares-7.95%2025-12-312026-02-17
ASND ASCENDIS PHARMA A/S172.0K shares-10.38%2025-12-312026-02-17
EXAS EXACT SCIENCES CORP351.7K shares-64.64%2025-12-312026-02-17
MLYS MINERALYS THERAPEUTICS INC980.4K shares-33.28%2025-12-312026-02-17
ELV ELEVANCE HEALTH INC FORMERLY99.1K sharesnew addition2025-12-312026-02-17
PRLD PRELUDE THERAPEUTICS INC10.9M shares0.00%2025-12-312026-02-17
CYBN CYBIN INC3.8M sharesnew addition2025-12-312026-02-17
ORIC ORIC PHARMACEUTICALS INC3.6M shares0.00%2025-12-312026-02-17
KRYS KRYSTAL BIOTECH INC119.8K shares16.60%2025-12-312026-02-17
JANX JANUX THERAPEUTICS INC2.0M shares10.66%2025-12-312026-02-17
TMO THERMO FISHER SCIENTIFIC INC46.5K shares0.00%2025-12-312026-02-17
BRKR BRUKER CORP555.8K sharesnew addition2025-12-312026-02-17
RYTM RHYTHM PHARMACEUTICALS INC239.8K shares11.46%2025-12-312026-02-17
STTK SHATTUCK LABS INC6.3M shares0.00%2025-12-312026-02-17
ESPR ESPERION THERAPEUTICS INC NE6.0M sharesnew addition2025-12-312026-02-17
LXEO LEXEO THERAPEUTICS INC2.1M sharesnew addition2025-12-312026-02-17
ADCT ADC THERAPEUTICS SA5.8M shares-1.43%2025-12-312026-02-17
URGN UROGEN PHARMA LTD875.5K shares27.07%2025-12-312026-02-17
XENE XENON PHARMACEUTICALS INC447.2K shares6.58%2025-12-312026-02-17
BTSG BRIGHTSPRING HEALTH SVCS INC488.5K shares85.18%2025-12-312026-02-17
VERA VERA THERAPEUTICS INC353.5K sharesnew addition2025-12-312026-02-17
QURE UNIQURE NV737.4K shares60.83%2025-12-312026-02-17
KROS KEROS THERAPEUTICS INC804.2K shares-21.06%2025-12-312026-02-17
QTTB Q32 BIO INC2.3M shares0.00%2026-02-182026-03-12
CARL CARLSMED INC1.3M shares0.00%2025-12-312026-02-17
CTMX CYTOMX THERAPEUTICS INC3.5M shares-58.33%2025-12-312026-02-17
VIR VIR BIOTECHNOLOGY INC2.4M shares0.00%2025-12-312026-02-17
BCRX BIOCRYST PHARMACEUTICALS INC1.7M shares93.21%2025-12-312026-02-17
COGT COGENT BIOSCIENCES INC371.0K sharesnew addition2025-12-312026-02-17
TARS TARSUS PHARMACEUTICALS INC154.4K shares-21.98%2025-12-312026-02-17
RLMD RELMADA THERAPEUTICS INC2.6M sharesnew addition2025-12-312026-02-17
TECX TECTONIC THERAPEUTIC INC574.6K sharesnew addition2025-12-312026-02-17
ALMS ALUMIS INC1.1M shares-42.76%2025-12-312026-02-17
BIOA BIOAGE LABS INC790.9K shares0.00%2025-12-312026-02-17
FOLD AMICUS THERAPEUTICS INC729.9K shares-55.64%2025-12-312026-02-17
WHWK WHITEHAWK THERAPEUTICS INC4.2M shares0.00%2025-12-312026-02-17
ADICET BIO INC ADICET BIO INC1.0M sharesnew addition2025-12-312026-02-17
RPTX REPARE THERAPEUTICS INC3.3M shares0.00%2025-12-312026-02-17
CELC CELCUITY INC85.7K shares1.96%2025-12-312026-02-17
JBIO JADE BIOSCIENCES INC531.2K shares0.00%2025-12-312026-02-17
KALV KALVISTA PHARMACEUTICALS INC382.4K sharesnew addition2025-12-312026-02-17
PHVS PHARVARIS N V205.4K sharesnew addition2025-12-312026-02-17
INSM INSMED INC25.4K shares88.72%2025-12-312026-02-17
BCAX BICARA THERAPEUTICS INC209.1K sharesnew addition2025-12-312026-02-17
CGEM CULLINAN THERAPEUTICS INC270.0K shares-85.97%2025-12-312026-02-17
CCCC C4 THERAPEUTICS INC1.4M shares-73.16%2025-12-312026-02-17
IMA IMAGENEBIO INC378.6K shares0.00%2025-12-312026-02-17
ANRO ALTO NEUROSCIENCE INC125.0K shares-50.00%2025-12-312026-02-17
RVMD REVOLUTION MEDICINES INC25.9K sharesnew addition2025-12-312026-02-17
OCUL OCULAR THERAPEUTIX INC157.3K sharesnew addition2025-12-312026-02-17
PTGX PROTAGONIST THERAPEUTICS INC21.7K sharesnew addition2025-12-312026-02-17
PTCT PTC THERAPEUTICS INC23.2K sharesnew addition2025-12-312026-02-17
TRAW TRAWS PHARMA INC605.5K shares0.00%2025-12-312026-02-17
PMVP PMV PHARMACEUTICALS INCN/A sharesSold allโโ2026-03-022026-03-04
Call Option Holdings
EW Call CallEDWARDS LIFESCIENCES CORP150.0K sharesnew addition2025-12-312026-02-17
Put Option Holdings
No put option holdings data available