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 | 0 | 7,959,538 | +7,959,538 | 0 | 312,013,890 | — | +312,013,890 |
| AVITA MEDICAL INC(Call) | 0 | 40,966,100 | +40,966,100 | 0 | 154,442,197 | — | +154,442,197 |
| ASTRAZENECA PLC | 0 | 670,200 | +670,200 | 0 | 132,176,844 | — | +132,176,844 |
| MYRIAD GENETICS INC | 0 | 0 | 0 | 0 | 122,875,000 | — | +122,875,000 |
| EDGEWISE THERAPEUTICS INC | 0 | 15,518,492 | +15,518,492 | 0 | 488,832,498 | — | +488,832,498 |
| MERCK & CO INC | 0 | 663,400 | +663,400 | 0 | 79,800,386 | — | +79,800,386 |
| CORVUS PHARMACEUTICALS INC | 0 | 7,165,006 | +7,165,006 | 0 | 104,824,038 | — | +104,824,038 |
| AVITA MEDICAL INC | 0 | 544,895 | +544,895 | 0 | 42,516,112 | — | +42,516,112 |
| XENON PHARMACEUTICALS INC | 0 | 1,059,971 | +1,059,971 | 0 | 61,637,314 | — | +61,637,314 |
| GUARDANT HEALTH INC | 0 | 435,200 | +435,200 | 0 | 40,199,424 | — | +40,199,424 |
| PRAXIS PRECISION MEDICINES I | 0 | 172,500 | +172,500 | 0 | 55,577,775 | — | +55,577,775 |
| SYNDAX PHARMACEUTICALS INC | 0 | 962,300 | +962,300 | 0 | 22,479,328 | — | +22,479,328 |
| RELMADA THERAPEUTICS INC | 0 | 4,715,864 | +4,715,864 | 0 | 32,822,413 | — | +32,822,413 |
| MINERALYS THERAPEUTICS INC | 0 | 2,052,900 | +2,052,900 | 0 | 55,613,061 | — | +55,613,061 |
| SUTRO BIOPHARMA INC | 0 | 801,144 | +801,144 | 0 | 19,956,497 | — | +19,956,497 |
| NEKTAR THERAPEUTICS | 0 | 275,000 | +275,000 | 0 | 19,786,250 | — | +19,786,250 |
| SHATTUCK LABS INC | 0 | 6,306,127 | +6,306,127 | 0 | 40,548,397 | — | +40,548,397 |
| UNIQURE NV | 0 | 2,136,149 | +2,136,149 | 0 | 34,926,036 | — | +34,926,036 |
| PALVELLA THERAPEUTICS INC NE | 0 | 134,600 | +134,600 | 0 | 16,777,890 | — | +16,777,890 |
| DEFINIUM THERAPEUTICS INC | 0 | 804,000 | +804,000 | 0 | 15,195,600 | — | +15,195,600 |
| BRISTOL-MYERS SQUIBB CO | 0 | 925,000 | +925,000 | 0 | 56,101,250 | — | +56,101,250 |
| AMGEN INC | 0 | 39,900 | +39,900 | 0 | 14,038,815 | — | +14,038,815 |
| ALIGNMENT HEALTHCARE INC | 0 | 791,000 | +791,000 | 0 | 13,937,420 | — | +13,937,420 |
| PFIZER INC | 0 | 1,946,500 | +1,946,500 | 0 | 54,657,720 | — | +54,657,720 |
| REGENERON PHARMACEUTICALS | 0 | 14,700 | +14,700 | 0 | 11,357,808 | — | +11,357,808 |
| BIOGEN INC | 0 | 61,600 | +61,600 | 0 | 11,293,128 | — | +11,293,128 |
| QIAGEN NV(Call) | 0 | 250,000 | +250,000 | 0 | 10,010,000 | — | +10,010,000 |
| DYNE THERAPEUTICS INC | 0 | 2,917,884 | +2,917,884 | 0 | 52,901,237 | — | +52,901,237 |
| BICARA THERAPEUTICS INC | 0 | 667,300 | +667,300 | 0 | 13,272,597 | — | +13,272,597 |
| ARRIVENT BIOPHARMA INC | 0 | 3,027,328 | +3,027,328 | 0 | 69,840,457 | — | +69,840,457 |
| GILEAD SCIENCES INC | 0 | 59,600 | +59,600 | 0 | 8,306,452 | — | +8,306,452 |
| HERON THERAPEUTICS INC | 0 | 9,816,940 | +9,816,940 | 0 | 7,854,534 | — | +7,854,534 |
| Q32 BIO INC | 0 | 2,252,987 | +2,252,987 | 0 | 14,464,177 | — | +14,464,177 |
| ESPERION THERAPEUTICS INC NE | 0 | 10,570,300 | +10,570,300 | 0 | 28,962,622 | — | +28,962,622 |
| COMPASS PATHWAYS PLC | 0 | 1,150,646 | +1,150,646 | 0 | 6,363,072 | — | +6,363,072 |
| PALVELLA THERAPEUTICS INC NE(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 | — | +5,746,843 |
| PRELUDE THERAPEUTICS INC | 0 | 10,909,256 | +10,909,256 | 0 | 37,309,656 | — | +37,309,656 |
| ARTIVION INC | 0 | 151,000 | +151,000 | 0 | 5,529,620 | — | +5,529,620 |
| ASCENDIS PHARMA A/S | 0 | 181,977 | +181,977 | 0 | 41,623,599 | — | +41,623,599 |
| ORIC PHARMACEUTICALS INC | 0 | 2,693,929 | +2,693,929 | 0 | 34,132,080 | — | +34,132,080 |
| WHITEHAWK THERAPEUTICS INC | 0 | 4,166,000 | +4,166,000 | 0 | 14,372,700 | — | +14,372,700 |
| SAVARA INC | 0 | 635,000 | +635,000 | 0 | 3,467,100 | — | +3,467,100 |
| SOLENO THERAPEUTICS INC(Call) | 0 | 100,000 | +100,000 | 0 | 3,348,000 | — | +3,348,000 |
| CORBUS PHARMACEUTICALS HLDGS | 0 | 1,737,287 | +1,737,287 | 0 | 16,313,125 | — | +16,313,125 |
| LIFESTANCE HEALTH GROUP INC | 0 | 500,000 | +500,000 | 0 | 3,185,000 | — | +3,185,000 |
| REVOLUTION MEDICINES INC | 0 | 52,000 | +52,000 | 0 | 5,057,000 | — | +5,057,000 |
| BRIGHT MINDS BIOSCIENCES INC | 0 | 40,000 | +40,000 | 0 | 2,918,800 | — | +2,918,800 |
| BRIGHTSPRING HEALTH SVCS INC | 0 | 497,800 | +497,800 | 0 | 21,211,258 | — | +21,211,258 |
| PROTAGONIST THERAPEUTICS INC | 0 | 42,100 | +42,100 | 0 | 4,437,340 | — | +4,437,340 |
| ABIVAX SA | 0 | 465,700 | +465,700 | 0 | 51,855,695 | — | +51,855,695 |
| BIOAGE LABS INC | 0 | 711,811 | +711,811 | 0 | 12,449,574 | — | +12,449,574 |
| IMAGENEBIO INC | 0 | 6,210,899 | +6,210,899 | 0 | 22,079,801 | — | +22,079,801 |
| RHYTHM PHARMACEUTICALS INC | 0 | 314,100 | +314,100 | 0 | 27,317,277 | — | +27,317,277 |
| PTC THERAPEUTICS INC | 0 | 49,100 | +49,100 | 0 | 3,345,183 | — | +3,345,183 |
| ALTO NEUROSCIENCE INC | 0 | 167,500 | +167,500 | 0 | 3,765,400 | — | +3,765,400 |
| ALUMIS INC | 0 | 548,163 | +548,163 | 0 | 12,076,031 | — | +12,076,031 |
| ATAIBECKLEY INC | 0 | 347,000 | +347,000 | 0 | 1,228,380 | — | +1,228,380 |
| CG ONCOLOGY INC | 0 | 948,267 | +948,267 | 0 | 64,178,711 | — | +64,178,711 |
| KINIKSA PHARMACEUTICALS INTL | 0 | 180,599 | +180,599 | 0 | 8,695,842 | — | +8,695,842 |
| CULLINAN THERAPEUTICS INC | 0 | 243,006 | +243,006 | 0 | 3,453,115 | — | +3,453,115 |
| TRAWS PHARMA INC | 0 | 605,531 | +605,531 | 0 | 1,108,122 | — | +1,108,122 |
| PHARVARIS N V | 0 | 205,400 | +205,400 | 0 | 5,802,550 | — | +5,802,550 |
| COGENT BIOSCIENCES INC | 0 | 0 | 0 | 0 | 1,220,000 | — | +1,220,000 |
| SINOVAC BIOTECH LTD | 0 | 2,718,735 | +2,718,735 | 0 | 184,466,170 | — | +184,466,170 |
| BIOCRYST PHARMACEUTICALS INC | 0 | 1,425,200 | +1,425,200 | 0 | 13,567,904 | — | +13,567,904 |
| VISTAGEN THERAPEUTICS INC(Call) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| VISTAGEN THERAPEUTICS INC | 0 | 3,060,000 | +3,060,000 | 0 | 1,748,790 | — | +1,748,790 |
| PALISADE BIO INC | 0 | 2,333,000 | +2,333,000 | 0 | 4,082,750 | — | +4,082,750 |
| LEXEO THERAPEUTICS INC | 0 | 3,602,450 | +3,602,450 | 0 | 20,678,063 | — | +20,678,063 |
| C4 THERAPEUTICS INC | 0 | 856,353 | +856,353 | 0 | 2,252,208 | — | +2,252,208 |
| INSPIREMD INC | 0 | 3,133,405 | +3,133,405 | 0 | 5,107,450 | — | +5,107,450 |
| IMAGENEBIO INC | 0 | 378,556 | +378,556 | 0 | 1,892,780 | — | +1,892,780 |
| COGENT BIOSCIENCES INC | 0 | 322,100 | +322,100 | 0 | 12,397,629 | — | +12,397,629 |
| MAPLIGHT THERAPEUTICS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ELEVANCE HEALTH INC FORMERLY | 0 | 114,700 | +114,700 | 0 | 33,578,425 | — | +33,578,425 |
| COMPASS THERAPEUTICS INC | 0 | 15,219,994 | +15,219,994 | 0 | 80,513,768 | — | +80,513,768 |
| FORTE BIOSCIENCES INC | 0 | 1,196,955 | +1,196,955 | 0 | 31,001,135 | — | +31,001,135 |
| ADICET BIO INC | 0 | 1,027,944 | +1,027,944 | 0 | 7,000,299 | — | +7,000,299 |
| OCULAR THERAPEUTIX INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| VERA THERAPEUTICS INC | 0 | 369,596 | +369,596 | 0 | 14,868,847 | — | +14,868,847 |
| THERMO FISHER SCIENTIFIC INC | 0 | 46,500 | +46,500 | 0 | 22,856,145 | — | +22,856,145 |
| CARLSMED INC | 0 | 1,252,600 | +1,252,600 | 0 | 11,336,030 | — | +11,336,030 |
| KALVISTA PHARMACEUTICALS INC | 0 | 94,400 | +94,400 | 0 | 1,900,272 | — | +1,900,272 |
| INSMED INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| UROGEN PHARMA LTD | 0 | 875,487 | +875,487 | 0 | 15,741,256 | — | +15,741,256 |
| SIONNA THERAPEUTICS INC | 0 | 3,530,702 | +3,530,702 | 0 | 141,545,843 | — | +141,545,843 |
| TECTONIC THERAPEUTIC INC | 0 | 226,600 | +226,600 | 0 | 7,004,206 | — | +7,004,206 |
| JADE BIOSCIENCES INC | 0 | 185,011 | +185,011 | 0 | 2,599,405 | — | +2,599,405 |
| PMV PHARMACEUTICALS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| KEROS THERAPEUTICS INC | 0 | 759,155 | +759,155 | 0 | 8,381,071 | — | +8,381,071 |
| CELCUITY INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| REPARE THERAPEUTICS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| NEUROPACE INC | 0 | 2,096,527 | +2,096,527 | 0 | 27,569,330 | — | +27,569,330 |
| STRUCTURE THERAPEUTICS INC | 0 | 1,475,403 | +1,475,403 | 0 | 71,114,425 | — | +71,114,425 |
| AXSOME THERAPEUTICS INC. | 0 | 213,921 | +213,921 | 0 | 36,156,927 | — | +36,156,927 |
| CRINETICS PHARMACEUTICALS IN | 0 | 999,000 | +999,000 | 0 | 36,283,680 | — | +36,283,680 |
| AMICUS THERAPEUTICS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| TREVI THERAPEUTICS INC | 0 | 2,454,400 | +2,454,400 | 0 | 29,280,992 | — | +29,280,992 |