ORBIMED ADVISORS LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MDXHEALTH SA(Call) | 0 | 124,306,000 | +124,306,000 | 0 | 285,903,800 | — | +285,903,800 |
| ENLIVEN THERAPEUTICS INC | 7,959,538 | 7,959,538 | 0 | 122,576,885 | 312,013,890 | 6.80% | +189,437,005 |
| AVITA MEDICAL INC(Call) | 0 | 40,966,100 | +40,966,100 | 0 | 154,442,197 | — | +154,442,197 |
| ASTRAZENECA PLC(AZN) | 0 | 670,200 | +670,200 | 0 | 132,176,844 | 2.88% | +132,176,844 |
| MYRIAD GENETICS INC | 0 | 0 | 0 | 0 | 122,875,000 | 2.68% | +122,875,000 |
| EDGEWISE THERAPEUTICS INC(EWTX) | 15,518,492 | 15,518,492 | 0 | 385,091,379 | 488,832,498 | 10.66% | +103,741,119 |
| MERCK & CO INC(MRK) | 0 | 663,400 | +663,400 | 0 | 79,800,386 | 1.74% | +79,800,386 |
| CORVUS PHARMACEUTICALS INC(CRVS) | 7,165,006 | 7,165,006 | 0 | 55,170,546 | 104,824,038 | 2.29% | +49,653,492 |
| AVITA MEDICAL INC | 0 | 544,895 | +544,895 | 0 | 42,516,112 | 0.93% | +42,516,112 |
| XENON PHARMACEUTICALS INC(XENE) | 447,200 | 1,059,971 | +612,771 | 20,043,504 | 61,637,314 | 1.34% | +41,593,810 |
| GUARDANT HEALTH INC(GH) | 0 | 435,200 | +435,200 | 0 | 40,199,424 | 0.88% | +40,199,424 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 94,500 | 172,500 | +78,000 | 27,852,930 | 55,577,775 | 1.21% | +27,724,845 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 0 | 962,300 | +962,300 | 0 | 22,479,328 | 0.49% | +22,479,328 |
| RELMADA THERAPEUTICS INC | 2,610,600 | 4,715,864 | +2,105,264 | 12,609,198 | 32,822,413 | 0.72% | +20,213,215 |
| MINERALYS THERAPEUTICS INC(MLYS) | 980,400 | 2,052,900 | +1,072,500 | 35,578,716 | 55,613,061 | 1.21% | +20,034,345 |
| SUTRO BIOPHARMA INC | 0 | 801,144 | +801,144 | 0 | 19,956,497 | 0.44% | +19,956,497 |
| NEKTAR THERAPEUTICS(NKTR) | 0 | 275,000 | +275,000 | 0 | 19,786,250 | 0.43% | +19,786,250 |
| SHATTUCK LABS INC | 6,306,127 | 6,306,127 | 0 | 23,017,364 | 40,548,397 | 0.88% | +17,531,033 |
| UNIQURE NV(QURE) | 737,400 | 2,136,149 | +1,398,749 | 17,645,982 | 34,926,036 | 0.76% | +17,280,054 |
| PALVELLA THERAPEUTICS INC NE(PVLA) | 0 | 134,600 | +134,600 | 0 | 16,777,890 | 0.37% | +16,777,890 |
| DEFINIUM THERAPEUTICS INC(DFTX) | 0 | 804,000 | +804,000 | 0 | 15,195,600 | 0.33% | +15,195,600 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 775,000 | 925,000 | +150,000 | 41,803,500 | 56,101,250 | 1.22% | +14,297,750 |
| AMGEN INC(AMGN) | 0 | 39,900 | +39,900 | 0 | 14,038,815 | 0.31% | +14,038,815 |
| ALIGNMENT HEALTHCARE INC(ALHC) | 0 | 791,000 | +791,000 | 0 | 13,937,420 | 0.30% | +13,937,420 |
| PFIZER INC(PFE) | 1,652,900 | 1,946,500 | +293,600 | 41,157,210 | 54,657,720 | 1.19% | +13,500,510 |
| REGENERON PHARMACEUTICALS(REGN) | 0 | 14,700 | +14,700 | 0 | 11,357,808 | 0.25% | +11,357,808 |
| BIOGEN INC(BIIB) | 0 | 61,600 | +61,600 | 0 | 11,293,128 | 0.25% | +11,293,128 |
| QIAGEN NV(QGEN)(Call) | 0 | 250,000 | +250,000 | 0 | 10,010,000 | — | +10,010,000 |
| DYNE THERAPEUTICS INC(DYN) | 2,202,184 | 2,917,884 | +715,700 | 43,074,719 | 52,901,237 | 1.15% | +9,826,518 |
| BICARA THERAPEUTICS INC | 209,100 | 667,300 | +458,200 | 3,519,153 | 13,272,597 | 0.29% | +9,753,444 |
| ARRIVENT BIOPHARMA INC(AVBP) | 3,027,328 | 3,027,328 | 0 | 60,909,839 | 69,840,457 | 1.52% | +8,930,618 |
| GILEAD SCIENCES INC(GILD) | 0 | 59,600 | +59,600 | 0 | 8,306,452 | 0.18% | +8,306,452 |
| HERON THERAPEUTICS INC | 0 | 9,816,940 | +9,816,940 | 0 | 7,854,534 | 0.17% | +7,854,534 |
| Q32 BIO INC | 2,252,987 | 2,252,987 | 0 | 7,479,917 | 14,464,177 | 0.32% | +6,984,260 |
| ESPERION THERAPEUTICS INC NE(ESPR) | 5,965,498 | 10,570,300 | +4,604,802 | 22,072,343 | 28,962,622 | 0.63% | +6,890,279 |
| COMPASS PATHWAYS PLC(CMPS) | 0 | 1,150,646 | +1,150,646 | 0 | 6,363,072 | 0.14% | +6,363,072 |
| PALVELLA THERAPEUTICS INC NE(PVLA)(Call) | 0 | 50,000 | +50,000 | 0 | 6,232,500 | — | +6,232,500 |
| ALX ONCOLOGY HLDGS INC | 0 | 2,866,256 | +2,866,256 | 0 | 5,746,843 | 0.13% | +5,746,843 |
| PRELUDE THERAPEUTICS INC | 10,909,256 | 10,909,256 | 0 | 31,636,842 | 37,309,656 | 0.81% | +5,672,814 |
| ARTIVION INC(AORT) | 0 | 151,000 | +151,000 | 0 | 5,529,620 | 0.12% | +5,529,620 |
| ASCENDIS PHARMA A/S(ASND) | 171,977 | 181,977 | +10,000 | 36,672,375 | 41,623,599 | 0.91% | +4,951,224 |
| ORIC PHARMACEUTICALS INC(ORIC) | 3,641,756 | 2,693,929 | -947,827 | 29,789,564 | 34,132,080 | 0.74% | +4,342,516 |
| WHITEHAWK THERAPEUTICS INC | 4,166,000 | 4,166,000 | 0 | 10,081,720 | 14,372,700 | 0.31% | +4,290,980 |
| SAVARA INC(SVRA) | 0 | 635,000 | +635,000 | 0 | 3,467,100 | 0.08% | +3,467,100 |
| SOLENO THERAPEUTICS INC(Call) | 0 | 100,000 | +100,000 | 0 | 3,348,000 | — | +3,348,000 |
| CORBUS PHARMACEUTICALS HLDGS | 1,597,287 | 1,737,287 | +140,000 | 13,001,916 | 16,313,125 | 0.36% | +3,311,209 |
| LIFESTANCE HEALTH GROUP INC(LFST) | 0 | 500,000 | +500,000 | 0 | 3,185,000 | 0.07% | +3,185,000 |
| REVOLUTION MEDICINES INC(RVMD) | 25,900 | 52,000 | +26,100 | 2,062,935 | 5,057,000 | 0.11% | +2,994,065 |
| BRIGHT MINDS BIOSCIENCES INC | 0 | 40,000 | +40,000 | 0 | 2,918,800 | 0.06% | +2,918,800 |
| BRIGHTSPRING HEALTH SVCS INC(BTSG) | 488,500 | 497,800 | +9,300 | 18,294,325 | 21,211,258 | 0.46% | +2,916,933 |
| PROTAGONIST THERAPEUTICS INC | 21,700 | 42,100 | +20,400 | 1,895,278 | 4,437,340 | 0.10% | +2,542,062 |
| ABIVAX SA(ABVX) | 367,900 | 465,700 | +97,800 | 49,613,155 | 51,855,695 | 1.13% | +2,242,540 |
| BIOAGE LABS INC(BIOA) | 790,901 | 711,811 | -79,090 | 10,463,620 | 12,449,574 | 0.27% | +1,985,954 |
| IMAGENEBIO INC | 6,210,899 | 6,210,899 | 0 | 20,134,459 | 22,079,801 | 0.48% | +1,945,342 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 239,800 | 314,100 | +74,300 | 25,668,192 | 27,317,277 | 0.60% | +1,649,085 |
| PTC THERAPEUTICS INC(PTCT) | 23,200 | 49,100 | +25,900 | 1,762,272 | 3,345,183 | 0.07% | +1,582,911 |
| ALTO NEUROSCIENCE INC(ANRO) | 125,000 | 167,500 | +42,500 | 2,225,000 | 3,765,400 | 0.08% | +1,540,400 |
| ALUMIS INC | 1,102,730 | 548,163 | -554,567 | 10,762,645 | 12,076,031 | 0.26% | +1,313,386 |
| ATAIBECKLEY INC(ATAI) | 0 | 347,000 | +347,000 | 0 | 1,228,380 | 0.03% | +1,228,380 |
| CG ONCOLOGY INC(CGON) | 1,516,550 | 948,267 | -568,283 | 62,967,156 | 64,178,711 | 1.40% | +1,211,555 |
| KINIKSA PHARMACEUTICALS INTL(KNSA) | 187,199 | 180,599 | -6,600 | 7,721,959 | 8,695,842 | 0.19% | +973,883 |
| CULLINAN THERAPEUTICS INC(CGEM) | 270,006 | 243,006 | -27,000 | 2,794,562 | 3,453,115 | 0.08% | +658,553 |
| TRAWS PHARMA INC | 605,531 | 605,531 | 0 | 684,250 | 1,108,122 | 0.02% | +423,872 |
| PHARVARIS N V COM | 205,400 | 205,400 | 0 | 5,699,850 | 5,802,550 | 0.13% | +102,700 |
| COGENT BIOSCIENCES INC(COGT) | 0 | 0 | 0 | 1,174,100 | 1,220,000 | 0.03% | +45,900 |
| SINOVAC BIOTECH LTD(SVA) | 2,718,735 | 2,718,735 | 0 | 184,466,170 | 184,466,170 | 4.02% | 0 |
| BIOCRYST PHARMACEUTICALS INC(BCRX) | 1,741,800 | 1,425,200 | -316,600 | 13,586,040 | 13,567,904 | 0.30% | -18,136 |
| VISTAGEN THERAPEUTICS INC(Call) | 45,200 | 0 | -45,200 | 29,918 | 0 | — | -29,918 |
| VISTAGEN THERAPEUTICS INC | 3,060,000 | 3,060,000 | 0 | 2,025,414 | 1,748,790 | 0.04% | -276,624 |
| PALISADE BIO INC | 1,871,420 | 2,333,000 | +461,580 | 4,397,837 | 4,082,750 | 0.09% | -315,087 |
| LEXEO THERAPEUTICS INC | 2,125,000 | 3,602,450 | +1,477,450 | 21,101,250 | 20,678,063 | 0.45% | -423,187 |
| C4 THERAPEUTICS INC | 1,404,902 | 856,353 | -548,549 | 2,683,363 | 2,252,208 | 0.05% | -431,155 |
| INSPIREMD INC | 3,133,405 | 3,133,405 | 0 | 5,577,461 | 5,107,450 | 0.11% | -470,011 |
| IMAGENEBIO INC | 378,556 | 378,556 | 0 | 2,612,036 | 1,892,780 | 0.04% | -719,256 |
| COGENT BIOSCIENCES INC(COGT) | 371,000 | 322,100 | -48,900 | 13,177,920 | 12,397,629 | 0.27% | -780,291 |
| MAPLIGHT THERAPEUTICS INC(MPLT) | 56,000 | 0 | -56,000 | 952,000 | 0 | — | -952,000 |
| ELEVANCE HEALTH INC FORMERLY(ELV) | 99,100 | 114,700 | +15,600 | 34,739,505 | 33,578,425 | 0.73% | -1,161,080 |
| COMPASS THERAPEUTICS INC | 15,219,994 | 15,219,994 | 0 | 81,731,368 | 80,513,768 | 1.76% | -1,217,600 |
| FORTE BIOSCIENCES INC(FBRX) | 1,196,955 | 1,196,955 | 0 | 32,640,963 | 31,001,135 | 0.68% | -1,639,828 |
| ADICET BIO INC | 1,027,944 | 1,027,944 | 0 | 8,655,288 | 7,000,299 | 0.15% | -1,654,989 |
| OCULAR THERAPEUTIX INC(OCUL) | 157,300 | 0 | -157,300 | 1,909,622 | 0 | — | -1,909,622 |
| VERA THERAPEUTICS INC(VERA) | 353,500 | 369,596 | +16,096 | 17,901,240 | 14,868,847 | 0.32% | -3,032,393 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 46,500 | 46,500 | 0 | 26,944,425 | 22,856,145 | 0.50% | -4,088,280 |
| CARLSMED INC | 1,252,600 | 1,252,600 | 0 | 15,469,610 | 11,336,030 | 0.25% | -4,133,580 |
| KALVISTA PHARMACEUTICALS INC | 382,400 | 94,400 | -288,000 | 6,175,760 | 1,900,272 | 0.04% | -4,275,488 |
| INSMED INC(INSM) | 25,400 | 0 | -25,400 | 4,420,616 | 0 | — | -4,420,616 |
| UROGEN PHARMA LTD(URGN) | 875,487 | 875,487 | 0 | 20,503,906 | 15,741,256 | 0.34% | -4,762,650 |
| SIONNA THERAPEUTICS INC(SION) | 3,561,655 | 3,530,702 | -30,953 | 146,526,487 | 141,545,843 | 3.09% | -4,980,644 |
| TECTONIC THERAPEUTIC INC | 574,600 | 226,600 | -348,000 | 11,986,156 | 7,004,206 | 0.15% | -4,981,950 |
| JADE BIOSCIENCES INC | 531,163 | 185,011 | -346,152 | 8,195,845 | 2,599,405 | 0.06% | -5,596,440 |
| PMV PHARMACEUTICALS INC | 4,975,291 | 0 | -4,975,291 | 6,219,114 | 0 | — | -6,219,114 |
| KEROS THERAPEUTICS INC | 804,212 | 759,155 | -45,057 | 16,373,756 | 8,381,071 | 0.18% | -7,992,685 |
| CELCUITY INC(CELC) | 85,664 | 0 | -85,664 | 8,544,127 | 0 | — | -8,544,127 |
| REPARE THERAPEUTICS INC | 3,322,488 | 0 | -3,322,488 | 8,638,469 | 0 | — | -8,638,469 |
| NEUROPACE INC | 2,406,335 | 2,096,527 | -309,808 | 37,153,812 | 27,569,330 | 0.60% | -9,584,482 |
| STRUCTURE THERAPEUTICS INC | 1,161,803 | 1,475,403 | +313,600 | 80,803,399 | 71,114,425 | 1.55% | -9,688,974 |
| AXSOME THERAPEUTICS INC.(AXSM) | 253,121 | 213,921 | -39,200 | 46,230,019 | 36,156,927 | 0.79% | -10,073,092 |
| CRINETICS PHARMACEUTICALS IN(CRNX) | 999,000 | 999,000 | 0 | 46,503,450 | 36,283,680 | 0.79% | -10,219,770 |
| AMICUS THERAPEUTICS INC COM | 729,900 | 0 | -729,900 | 10,393,776 | 0 | — | -10,393,776 |
| TREVI THERAPEUTICS INC(TRVI) | 3,190,700 | 2,454,400 | -736,300 | 39,947,564 | 29,280,992 | 0.64% | -10,666,572 |