ORBIMED ADVISORS LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DANAHER CORPORATION(DHR) | 0 | 263,100 | +263,100 | 0 | 52,162,206 | 1.25% | +52,162,206 |
| EDGEWISE THERAPEUTICS INC(EWTX) | 15,518,492 | 15,518,492 | 0 | 203,447,430 | 251,709,940 | 6.04% | +48,262,510 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 0 | 114,900 | +114,900 | 0 | 48,167,229 | 1.16% | +48,167,229 |
| THE CIGNA GROUP(CI) | 0 | 162,800 | +162,800 | 0 | 46,927,100 | 1.13% | +46,927,100 |
| MINERALYS THERAPEUTICS INC(MLYS) | 760,351 | 1,469,494 | +709,143 | 10,287,549 | 55,723,212 | 1.34% | +45,435,663 |
| SIONNA THERAPEUTICS INC(SION) | 3,704,959 | 3,704,959 | 0 | 64,281,039 | 108,962,844 | 2.61% | +44,681,805 |
| UPSTREAM BIO INC | 5,693,589 | 5,693,589 | 0 | 62,515,607 | 107,096,409 | 2.57% | +44,580,802 |
| ORIC PHARMACEUTICALS INC(ORIC) | 899,281 | 3,641,756 | +2,742,475 | 9,127,702 | 43,701,072 | 1.05% | +34,573,370 |
| ABIVAX SA(ABVX) | 0 | 380,000 | +380,000 | 0 | 32,262,000 | 0.77% | +32,262,000 |
| ASCENDIS PHARMA A/S(ASND) | 34,400 | 191,905 | +157,505 | 5,937,440 | 38,152,633 | 0.91% | +32,215,193 |
| TERNS PHARMACEUTICALS INC | 7,562,971 | 7,562,971 | 0 | 28,209,882 | 56,797,912 | 1.36% | +28,588,030 |
| APELLIS PHARMACEUTICALS INC | 1,482,300 | 2,323,368 | +841,068 | 25,658,613 | 52,577,818 | 1.26% | +26,919,205 |
| UNIQURE NV(QURE) | 0 | 458,500 | +458,500 | 0 | 26,762,645 | 0.64% | +26,762,645 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 341,900 | 301,600 | -40,300 | 111,490,171 | 137,529,600 | 3.30% | +26,039,429 |
| EYEPOINT PHARMACEUTICALS INC(EYPT) | 0 | 1,796,000 | +1,796,000 | 0 | 25,575,040 | 0.61% | +25,575,040 |
| MBX BIOSCIENCES INC(MBX) | 4,002,887 | 4,002,887 | 0 | 45,672,941 | 70,050,523 | 1.68% | +24,377,582 |
| CORVUS PHARMACEUTICALS INC(CRVS) | 7,165,006 | 7,165,006 | 0 | 28,660,024 | 52,806,094 | 1.27% | +24,146,070 |
| EXACT SCIENCES CORP(EXK) | 607,316 | 994,616 | +387,300 | 32,272,772 | 54,415,441 | 1.31% | +22,142,669 |
| CG ONCOLOGY INC(CGON) | 1,877,850 | 1,726,850 | -151,000 | 48,824,100 | 69,557,518 | 1.67% | +20,733,418 |
| ABBOTT LABS(Call) | 0 | 150,000 | +150,000 | 0 | 20,091,000 | — | +20,091,000 |
| AVIDITY BIOSCIENCES INC | 1,812,886 | 1,638,886 | -174,000 | 51,485,962 | 71,406,263 | 1.71% | +19,920,301 |
| AXSOME THERAPEUTICS INC(AXSM) | 427,900 | 531,800 | +103,900 | 44,668,481 | 64,587,110 | 1.55% | +19,918,629 |
| BOSTON SCIENTIFIC CORP(BSX)(Call) | 0 | 200,000 | +200,000 | 0 | 19,526,000 | — | +19,526,000 |
| DYNE THERAPEUTICS INC(DYN) | 1,031,400 | 2,314,184 | +1,282,784 | 9,818,928 | 29,274,428 | 0.70% | +19,455,500 |
| DISC MEDICINE INC(IRON) | 1,415,020 | 1,415,020 | 0 | 74,939,459 | 93,504,522 | 2.24% | +18,565,063 |
| KRYSTAL BIOTECH INC(KRYS) | 9,200 | 102,745 | +93,545 | 1,264,632 | 18,137,575 | 0.43% | +16,872,943 |
| CARLSMED INC | 0 | 1,252,600 | +1,252,600 | 0 | 16,772,314 | 0.40% | +16,772,314 |
| JANUX THERAPEUTICS INC(JANX) | 1,210,300 | 1,766,100 | +555,800 | 27,957,930 | 43,163,484 | 1.04% | +15,205,554 |
| SHATTUCK LABS INC | 0 | 6,306,127 | +6,306,127 | 0 | 15,071,644 | 0.36% | +15,071,644 |
| RAPT THERAPEUTICS INC | 1,641,906 | 1,086,618 | -555,288 | 13,135,248 | 28,023,878 | 0.67% | +14,888,630 |
| AKERO THERAPEUTICS INC | 211,300 | 526,200 | +314,900 | 11,274,968 | 24,983,976 | 0.60% | +13,709,008 |
| COMPASS THERAPEUTICS INC | 15,219,994 | 15,219,994 | 0 | 39,571,984 | 53,269,979 | 1.28% | +13,697,995 |
| PFIZER INC(PFE)(Call) | 0 | 500,000 | +500,000 | 0 | 12,740,000 | — | +12,740,000 |
| CRINETICS PHARMACEUTICALS IN(CRNX) | 1,149,000 | 1,099,000 | -50,000 | 33,045,240 | 45,773,350 | 1.10% | +12,728,110 |
| ARGENX SE(ARGX) | 208,000 | 172,300 | -35,700 | 114,653,760 | 127,081,588 | 3.05% | +12,427,828 |
| AVALO THERAPEUTICS INC(AVTX) | 967,000 | 1,349,300 | +382,300 | 4,825,330 | 17,149,603 | 0.41% | +12,324,273 |
| TREVI THERAPEUTICS INC(TRVI) | 3,308,400 | 3,308,400 | 0 | 18,096,948 | 30,271,860 | 0.73% | +12,174,912 |
| SCPHARMACEUTICALS INC | 6,059,528 | 6,059,528 | 0 | 23,086,802 | 34,357,524 | 0.82% | +11,270,722 |
| VISTAGEN THERAPEUTICS INC | 0 | 3,060,000 | +3,060,000 | 0 | 10,863,000 | 0.26% | +10,863,000 |
| CARIS LIFE SCIENCES INC(CAI) | 3,034,858 | 3,034,858 | 0 | 81,091,406 | 91,804,455 | 2.20% | +10,713,049 |
| ROIVANT SCIENCES LTD(ROIV) | 2,779,427 | 2,714,798 | -64,629 | 31,324,142 | 41,074,894 | 0.99% | +9,750,752 |
| AMYLYX PHARMACEUTICALS INC(AMLX) | 313,200 | 750,600 | +437,400 | 2,007,612 | 10,200,654 | 0.24% | +8,193,042 |
| VERASTEM INC | 0 | 887,561 | +887,561 | 0 | 7,837,164 | 0.19% | +7,837,164 |
| BRIGHTSPRING HEALTH SVCS INC(BTSG) | 0 | 263,800 | +263,800 | 0 | 7,797,928 | 0.19% | +7,797,928 |
| ADC THERAPEUTICS SA | 5,907,351 | 5,907,351 | 0 | 15,831,701 | 23,629,404 | 0.57% | +7,797,703 |
| CYTOMX THERAPEUTICS INC | 8,461,500 | 8,461,500 | 0 | 19,207,605 | 26,992,185 | 0.65% | +7,784,580 |
| UROGEN PHARMA LTD(URGN) | 478,400 | 689,000 | +210,600 | 6,554,080 | 13,745,550 | 0.33% | +7,191,470 |
| STRUCTURE THERAPEUTICS INC | 1,199,300 | 1,139,300 | -60,000 | 24,873,482 | 31,900,400 | 0.77% | +7,026,918 |
| PRELUDE THERAPEUTICS INC | 10,909,256 | 10,909,256 | 0 | 8,829,952 | 15,709,329 | 0.38% | +6,879,377 |
| BIOCRYST PHARMACEUTICALS INC(BCRX) | 0 | 901,500 | +901,500 | 0 | 6,842,385 | 0.16% | +6,842,385 |
| CORBUS PHARMACEUTICALS HLDGS | 1,172,287 | 1,172,287 | 0 | 8,088,780 | 14,829,431 | 0.36% | +6,740,651 |
| MILESTONE PHARMACEUTICALS IN | 0 | 3,221,828 | +3,221,828 | 0 | 6,443,656 | 0.15% | +6,443,656 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 248,512 | 215,152 | -33,360 | 15,703,473 | 21,728,200 | 0.52% | +6,024,727 |
| APELLIS PHARMACEUTICALS INC(Call) | 50,000 | 250,000 | +200,000 | 865,500 | 5,657,500 | — | +4,792,000 |
| ASTRAZENECA PLC(AZN)(Call) | 100,000 | 150,000 | +50,000 | 6,988,000 | 11,508,000 | — | +4,520,000 |
| BRIGHTSPRING HEALTH SVCS INC(BTSG)(Call) | 0 | 150,000 | +150,000 | 0 | 4,434,000 | — | +4,434,000 |
| MIND MEDICINE MINDMED INC | 0 | 367,824 | +367,824 | 0 | 4,336,645 | 0.10% | +4,336,645 |
| CRINETICS PHARMACEUTICALS IN(CRNX)(Put) | 0 | 100,000 | +100,000 | 0 | 4,165,000 | — | +4,165,000 |
| CELCUITY INC(CELC) | 0 | 84,020 | +84,020 | 0 | 4,150,588 | 0.10% | +4,150,588 |
| TARSUS PHARMACEUTICALS INC(TARS) | 197,900 | 197,900 | 0 | 8,016,929 | 11,761,197 | 0.28% | +3,744,268 |
| SCHOLAR ROCK HLDG CORP(SRRK)(Call) | 0 | 100,000 | +100,000 | 0 | 3,724,000 | — | +3,724,000 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 46,500 | 46,500 | 0 | 18,853,890 | 22,553,430 | 0.54% | +3,699,540 |
| TG THERAPEUTICS INC(TGTX)(Call) | 0 | 100,000 | +100,000 | 0 | 3,612,500 | — | +3,612,500 |
| ENLIVEN THERAPEUTICS INC | 7,959,538 | 7,959,538 | 0 | 159,668,332 | 162,931,743 | 3.91% | +3,263,411 |
| IMAGENEBIO INC | 0 | 378,556 | +378,556 | 0 | 3,085,231 | 0.07% | +3,085,231 |
| CELCUITY INC(CELC) | 0 | 0 | 0 | 0 | 2,684,240 | 0.06% | +2,684,240 |
| KEROS THERAPEUTICS INC | 1,018,734 | 1,018,734 | 0 | 13,600,099 | 16,116,372 | 0.39% | +2,516,273 |
| FORTE BIOSCIENCES INC(FBRX) | 1,196,955 | 1,196,955 | 0 | 15,476,628 | 17,954,325 | 0.43% | +2,477,697 |
| ADICET BIO INC | 11,447,140 | 11,447,140 | 0 | 6,982,755 | 9,274,473 | 0.22% | +2,291,718 |
| ALUMIS INC | 1,926,423 | 1,926,423 | 0 | 5,779,269 | 7,686,428 | 0.18% | +1,907,159 |
| C4 THERAPEUTICS INC | 6,830,300 | 5,235,146 | -1,595,154 | 9,767,329 | 11,622,024 | 0.28% | +1,854,695 |
| ATAI LIFE SCIENCES NV | 0 | 347,000 | +347,000 | 0 | 1,835,630 | 0.04% | +1,835,630 |
| VIR BIOTECHNOLOGY INC(VIR) | 2,380,715 | 2,380,715 | 0 | 11,998,804 | 13,593,883 | 0.33% | +1,595,079 |
| PMV PHARMACEUTICALS INC | 6,475,291 | 5,975,291 | -500,000 | 6,863,808 | 8,365,407 | 0.20% | +1,501,599 |
| REPARE THERAPEUTICS INC | 3,322,488 | 3,322,488 | 0 | 4,618,258 | 5,847,579 | 0.14% | +1,229,321 |
| KORRO BIO INC | 32,400 | 32,400 | 0 | 404,676 | 1,551,636 | 0.04% | +1,146,960 |
| Q32 BIO INC | 2,252,987 | 2,252,987 | 0 | 3,356,951 | 4,460,914 | 0.11% | +1,103,963 |
| BIOAGE LABS INC(BIOA) | 921,959 | 790,901 | -131,058 | 3,807,691 | 4,650,498 | 0.11% | +842,807 |
| INSMED INC(INSM) | 13,459 | 13,459 | 0 | 1,354,514 | 1,938,231 | 0.05% | +583,717 |
| PASSAGE BIO INC | 0 | 59,046 | +59,046 | 0 | 474,139 | 0.01% | +474,139 |
| ALTO NEUROSCIENCE INC(ANRO) | 250,000 | 250,000 | 0 | 550,000 | 1,005,000 | 0.02% | +455,000 |
| LYELL IMMUNOPHARMA INC | 51,727 | 51,727 | 0 | 457,267 | 840,046 | 0.02% | +382,779 |
| INSPIREMD INC | 2,133,405 | 2,133,405 | 0 | 4,842,829 | 5,141,506 | 0.12% | +298,677 |
| XERIS BIOPHARMA HOLDINGS INC | 80,420 | 80,420 | 0 | 375,561 | 654,619 | 0.02% | +279,058 |
| TRAWS PHARMA INC | 605,531 | 605,531 | 0 | 896,186 | 1,120,232 | 0.03% | +224,046 |
| VISTAGEN THERAPEUTICS INC(Call) | 0 | 45,200 | +45,200 | 0 | 160,460 | — | +160,460 |
| WHITEHAWK THERAPEUTICS INC | 4,166,000 | 4,166,000 | 0 | 7,790,420 | 7,915,400 | 0.19% | +124,980 |
| IMMATICS N.V(IMTX) | 719,901 | 466,601 | -253,300 | 3,873,067 | 3,975,441 | 0.10% | +102,374 |
| LAKESHORE BIOPHARMA CO LTD | 54,799 | 0 | -54,799 | 55,895 | 0 | — | -55,895 |
| DIH HLDG US INC | 1,915,000 | 1,915,000 | 0 | 468,984 | 358,105 | 0.01% | -110,879 |
| INMUNE BIO INC(Put) | 50,000 | 0 | -50,000 | 115,500 | 0 | — | -115,500 |
| AMICUS THERAPEUTICS INC | 2,285,400 | 1,645,400 | -640,000 | 13,095,342 | 12,965,752 | 0.31% | -129,590 |
| KEZAR LIFE SCIENCES INC | 192,700 | 192,700 | 0 | 882,566 | 751,530 | 0.02% | -131,036 |
| MURAL ONCOLOGY PUB LTD CO | 588,800 | 588,800 | 0 | 1,454,336 | 1,218,816 | 0.03% | -235,520 |
| IMAGENEBIO INC | 12,048,773 | 6,210,899 | -5,837,874 | 13,131,450 | 12,504,779 | 0.30% | -626,671 |
| JADE BIOSCIENCES INC | 531,163 | 531,163 | 0 | 5,306,318 | 4,583,937 | 0.11% | -722,381 |
| CHEMOMAB THERAPEUTICS LTD | 940,990 | 0 | -940,990 | 1,091,548 | 0 | — | -1,091,548 |
| TURNSTONE BIOLOGICS CORP | 3,099,265 | 0 | -3,099,265 | 1,112,636 | 0 | — | -1,112,636 |
| NEUROPACE INC | 2,614,184 | 2,614,184 | 0 | 29,122,010 | 26,952,237 | 0.65% | -2,169,773 |
| PASSAGE BIO INC | 6,055,300 | 0 | -6,055,300 | 2,423,937 | 0 | — | -2,423,937 |