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).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares โ–ณ%Event DateReport DateHistory
EWTX EDGEWISE THERAPEUTICS INC15.5M shares0.00%2025-12-312026-02-17history
LLY ELI LILLY & CO301.2K shares0.00%2025-12-312026-02-17history
BSX BOSTON SCIENTIFIC CORP2.4M shares-0.41%2025-12-312026-02-17history
CRVS CORVUS PHARMACEUTICALS INC8.6M shares20.15%2026-01-232026-01-27history
SVA SINOVAC BIOTECH LTD2.7M shares0.00%2025-12-312026-02-17history
EW EDWARDS LIFESCIENCES CORP1.8M shares9.44%2025-12-312026-02-17history
UPB UPSTREAM BIO INC5.7M shares0.00%2025-12-312026-02-17history
ISRG INTUITIVE SURGICAL INC263.4K shares-8.29%2025-12-312026-02-17history
Sponsored
SION SIONNA THERAPEUTICS INC3.6M shares-3.87%2025-12-312026-02-17history
MBX MBX BIOSCIENCES INC3.6M shares-7.56%2026-02-052026-02-11history
ARGX ARGENX SE146.0K shares-15.26%2025-12-312026-02-17history
ELVN ENLIVEN THERAPEUTICS INC8.0M shares0.00%2025-12-312026-02-17history
ALNY ALNYLAM PHARMACEUTICALS INC288.8K shares-4.24%2025-12-312026-02-17history
SYK STRYKER CORPORATION325.0K shares-9.52%2025-12-312026-02-17history
SPRY ARS PHARMACEUTICALS INC8.3M shares0.00%2025-12-312026-02-17history
TERN TERNS PHARMACEUTICALS INC2.2M shares-71.53%2025-12-312026-02-17history
Sponsored
IRON DISC MEDICINE INC1.1M shares-24.56%2025-12-312026-02-17history
CAI CARIS LIFE SCIENCES INC3.1M shares2.67%2025-12-312026-02-17history
NTRA NATERA INC365.8K shares-14.79%2025-12-312026-02-17history
CMPX COMPASS THERAPEUTICS INC15.2M shares0.00%2025-12-312026-02-17history
GPCR STRUCTURE THERAPEUTICS INC1.2M shares1.98%2025-12-312026-02-17history
DHR DANAHER CORPORATION299.8K shares13.95%2025-12-312026-02-17history
CGON CG ONCOLOGY INC1.5M shares-12.18%2025-12-312026-02-17history
APLS APELLIS PHARMACEUTICALS INC2.4M shares4.58%2025-12-312026-02-17history
Sponsored
AVBP ARRIVENT BIOPHARMA INC3.0M shares0.00%2025-12-312026-02-17history
THE CIGNA GROUP THE CIGNA GROUP205.0K shares25.92%2025-12-312026-02-17history
RAPT THERAPEUTICS INC RAPT THERAPEUTICS INC1.6M shares51.19%2025-12-312026-02-17history
UTHR UNITED THERAPEUTICS CORP DEL105.2K shares-8.44%2025-12-312026-02-17history
ABVX ABIVAX SA367.9K shares-3.18%2025-12-312026-02-17history
ROIV ROIVANT SCIENCES LTD2.2M shares-19.30%2025-12-312026-02-17history
CRNX CRINETICS PHARMACEUTICALS IN999.0K shares-9.10%2025-12-312026-02-17history
AXSM AXSOME THERAPEUTICS INC253.1K shares-52.40%2025-12-312026-02-17history
Sponsored
EYPT EYEPOINT INC2.5M shares37.43%2025-12-312026-02-17history
RNA AVIDITY BIOSCIENCES INC619.5K shares-62.20%2025-12-312026-02-17history
NBIX NEUROCRINE BIOSCIENCES INC314.2K shares-11.14%2025-12-312026-02-17history
DYN DYNE THERAPEUTICS INC2.2M shares-4.84%2025-12-312026-02-17history
BMY BRISTOL-MYERS SQUIBB CO775.0K sharesnew addition2025-12-312026-02-17history
PFE PFIZER INC1.7M sharesnew addition2025-12-312026-02-17history
TRVI TREVI THERAPEUTICS INC3.2M shares-3.56%2025-12-312026-02-17history
NPCE NEUROPACE INC2.4M shares-7.95%2025-12-312026-02-17history
Sponsored
ASND ASCENDIS PHARMA A/S172.0K shares-10.38%2025-12-312026-02-17history
EXAS EXACT SCIENCES CORP351.7K shares-64.64%2025-12-312026-02-17history
MLYS MINERALYS THERAPEUTICS INC980.4K shares-33.28%2025-12-312026-02-17history
ELV ELEVANCE HEALTH INC FORMERLY99.1K sharesnew addition2025-12-312026-02-17history
FORTE BIOSCIENCES INC FORTE BIOSCIENCES INC1.2M shares0.00%2025-12-312026-02-17history
PRLD PRELUDE THERAPEUTICS INC10.9M shares0.00%2025-12-312026-02-17history
CYBN CYBIN INC3.8M sharesnew addition2025-12-312026-02-17history
ORIC ORIC PHARMACEUTICALS INC3.6M shares0.00%2025-12-312026-02-17history
Sponsored
KRYS KRYSTAL BIOTECH INC119.8K shares16.60%2025-12-312026-02-17history
PRAXIS PRECISION MEDICINES I PRAXIS PRECISION MEDICINES I94.5K sharesnew addition2025-12-312026-02-17history
JANX JANUX THERAPEUTICS INC2.0M shares10.66%2025-12-312026-02-17history
TMO THERMO FISHER SCIENTIFIC INC46.5K shares0.00%2025-12-312026-02-17history
BRKR BRUKER CORP555.8K sharesnew addition2025-12-312026-02-17history
RYTM RHYTHM PHARMACEUTICALS INC239.8K shares11.46%2025-12-312026-02-17history
STTK SHATTUCK LABS INC6.3M shares0.00%2025-12-312026-02-17history
ESPR ESPERION THERAPEUTICS INC NE6.0M sharesnew addition2025-12-312026-02-17history
Sponsored
AVALO THERAPEUTICS INC AVALO THERAPEUTICS INC1.2M shares-12.01%2025-12-312026-02-17history
LXEO LEXEO THERAPEUTICS INC2.1M sharesnew addition2025-12-312026-02-17history
ADCT ADC THERAPEUTICS SA5.8M shares-1.43%2025-12-312026-02-17history
URGN UROGEN PHARMA LTD875.5K shares27.07%2025-12-312026-02-17history
IMAGENEBIO INC IMAGENEBIO INC6.2M shares0.00%2025-12-312026-02-17history
XENE XENON PHARMACEUTICALS INC447.2K shares6.58%2025-12-312026-02-17history
BTSG BRIGHTSPRING HEALTH SVCS INC488.5K shares85.18%2025-12-312026-02-17history
VERA VERA THERAPEUTICS INC353.5K sharesnew addition2025-12-312026-02-17history
Sponsored
QURE UNIQURE NV737.4K shares60.83%2025-12-312026-02-17history
MIND MEDICINE MINDMED INC MIND MEDICINE MINDMED INC1.2M shares233.50%2025-12-312026-02-17history
KROS KEROS THERAPEUTICS INC804.2K shares-21.06%2025-12-312026-02-17history
QTTB Q32 BIO INC2.3M shares0.00%2026-02-182026-03-12history
CARL CARLSMED INC1.3M shares0.00%2025-12-312026-02-17history
CTMX CYTOMX THERAPEUTICS INC3.5M shares-58.33%2025-12-312026-02-17history
VIR VIR BIOTECHNOLOGY INC2.4M shares0.00%2025-12-312026-02-17history
BCRX BIOCRYST PHARMACEUTICALS INC1.7M shares93.21%2025-12-312026-02-17history
Sponsored
COGT COGENT BIOSCIENCES INC371.0K sharesnew addition2025-12-312026-02-17history
CORBUS PHARMACEUTICALS HLDGS CORBUS PHARMACEUTICALS HLDGS1.6M shares36.25%2025-12-312026-02-17history
TARS TARSUS PHARMACEUTICALS INC154.4K shares-21.98%2025-12-312026-02-17history
RLMD RELMADA THERAPEUTICS INC2.6M sharesnew addition2025-12-312026-02-17history
TECX TECTONIC THERAPEUTIC INC574.6K sharesnew addition2025-12-312026-02-17history
ALMS ALUMIS INC1.1M shares-42.76%2025-12-312026-02-17history
BIOA BIOAGE LABS INC790.9K shares0.00%2025-12-312026-02-17history
FOLD AMICUS THERAPEUTICS INC729.9K shares-55.64%2025-12-312026-02-17history
Sponsored
WHWK WHITEHAWK THERAPEUTICS INC4.2M shares0.00%2025-12-312026-02-17history
ADICET BIO INC ADICET BIO INC1.0M sharesnew addition2025-12-312026-02-17history
RPTX REPARE THERAPEUTICS INC3.3M shares0.00%2025-12-312026-02-17history
CELC CELCUITY INC85.7K shares1.96%2025-12-312026-02-17history
JBIO JADE BIOSCIENCES INC531.2K shares0.00%2025-12-312026-02-17history
KINIKSA PHARMACEUTICALS INTL KINIKSA PHARMACEUTICALS INTL187.2K sharesnew addition2025-12-312026-02-17history
KALV KALVISTA PHARMACEUTICALS INC382.4K sharesnew addition2025-12-312026-02-17history
PHVS PHARVARIS N V205.4K sharesnew addition2025-12-312026-02-17history
Sponsored
INSPIREMD INC INSPIREMD INC3.1M shares46.87%2025-12-312026-02-17history
INSM INSMED INC25.4K shares88.72%2025-12-312026-02-17history
PALISADE BIO INC PALISADE BIO INC1.9M sharesnew addition2025-12-312026-02-17history
BCAX BICARA THERAPEUTICS INC209.1K sharesnew addition2025-12-312026-02-17history
CGEM CULLINAN THERAPEUTICS INC270.0K shares-85.97%2025-12-312026-02-17history
CCCC C4 THERAPEUTICS INC1.4M shares-73.16%2025-12-312026-02-17history
IMA IMAGENEBIO INC378.6K shares0.00%2025-12-312026-02-17history
ANRO ALTO NEUROSCIENCE INC125.0K shares-50.00%2025-12-312026-02-17history
Sponsored
RVMD REVOLUTION MEDICINES INC25.9K sharesnew addition2025-12-312026-02-17history
VISTAGEN THERAPEUTICS INC VISTAGEN THERAPEUTICS INC3.1M shares0.00%2025-12-312026-02-17history
OCUL OCULAR THERAPEUTIX INC157.3K sharesnew addition2025-12-312026-02-17history
PTGX PROTAGONIST THERAPEUTICS INC21.7K sharesnew addition2025-12-312026-02-17history
PTCT PTC THERAPEUTICS INC23.2K sharesnew addition2025-12-312026-02-17history
COGENT BIOSCIENCES INC COGENT BIOSCIENCES INC1.0M sharesnew addition2025-12-312026-02-17history
MAPLIGHT THERAPEUTICS INC MAPLIGHT THERAPEUTICS INC56.0K sharesnew addition2025-12-312026-02-17history
TRAW TRAWS PHARMA INC605.5K shares0.00%2025-12-312026-02-17history
Sponsored
PMVP PMV PHARMACEUTICALS INCN/A sharesSold allโ€‹โ€‹2026-03-022026-03-04history

Call Option Holdings
EW Call CallEDWARDS LIFESCIENCES CORP150.0K sharesnew addition2025-12-312026-02-17history
VISTAGEN THERAPEUTICS INC Call CallVISTAGEN THERAPEUTICS INC45.2K shares0.00%2025-12-312026-02-17history

Put Option Holdings
No put option holdings data available