Q3 2025 · 13F-HR
ORBIMED ADVISORS LLCholdings as filed
Filed 2025-11-14 · accession 0001172661-25-005047
$4.26B
Reported value
109
Positions
2025-09-30
Period end
The Brief · ORBIMED ADVISORS LLC · Q3 2025
AI · grounded in 13F
ORBIMED ADVISORS LLC established a new position in BOSTON SCIENTIFIC CORP BSX valued at $256.7M. The fund also initiated new stakes in EDGEWISE THERAPEUTICS INC EWTX for $251.7M and ELI LILLY & CO LLY for $229.8M. Other new additions include SINOVAC BIOTECH LTD SVA and ENLIVEN THERAPEUTICS INC ELVN. The fund ended the period with 104 positions and total AUM of $4.26B.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $251.7M | 5.92% | 15,518,492 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $237.2M | 5.57% | 2,429,300 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $229.8M | 5.40% | 301,200 | Common | NONE |
| P8696W104 | SVA | SINOVAC BIOTECH LTD | $184.5M | 4.33% | 2,718,735 | Common | NONE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $162.9M | 3.83% | 7,959,538 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $137.5M | 3.23% | 301,600 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $132.8M | 3.12% | 359,200 | Common | NONE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $131.0M | 3.08% | 1,684,000 | Common | NONE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $128.4M | 3.02% | 287,200 | Common | NONE |
| 04016X101 | ARGX | ARGENX SE | $127.1M | 2.99% | 172,300 | Common | NONE |
| 829401108 | SION | SIONNA THERAPEUTICS INC | $109.0M | 2.56% | 3,704,959 | Common | SOLE |
| 91678A107 | UPB | UPSTREAM BIO INC | $107.1M | 2.52% | 5,693,589 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $93.5M | 2.20% | 1,415,020 | Common | SOLE |
| 142152107 | CAI | CARIS LIFE SCIENCES INC | $91.8M | 2.16% | 3,034,858 | Common | NONE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $83.3M | 1.96% | 8,288,510 | Common | SOLE |
| 05370A108 | RNAGBP | AVIDITY BIOSCIENCES INC | $71.4M | 1.68% | 1,638,886 | Common | NONE |
| 55287L101 | MBX | MBX BIOSCIENCES INC | $70.1M | 1.65% | 4,002,887 | Common | SOLE |
| 156944100 | CGON | CG ONCOLOGY INC | $69.6M | 1.63% | 1,726,850 | Common | NONE |
| 632307104 | NTRA | NATERA INC | $69.1M | 1.62% | 429,300 | Common | NONE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $64.6M | 1.52% | 531,800 | Common | NONE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $56.8M | 1.33% | 7,562,971 | Common | SOLE |
| 04272N102 | AVBP | ARRIVENT BIOPHARMA INC | $55.9M | 1.31% | 3,027,328 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS INC | $55.7M | 1.31% | 1,469,494 | Common | NONE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $54.4M | 1.28% | 994,616 | Common | NONE |
| 20454B104 | CMPX | COMPASS THERAPEUTICS INC | $53.3M | 1.25% | 15,219,994 | Common | SOLE |
| 221015100 | CRVS | CORVUS PHARMACEUTICALS INC | $52.8M | 1.24% | 7,165,006 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $52.6M | 1.24% | 2,323,368 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $52.2M | 1.23% | 263,100 | Common | NONE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $49.6M | 1.17% | 353,640 | Common | NONE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $48.2M | 1.13% | 114,900 | Common | NONE |
| 125523100 | CI | THE CIGNA GROUP | $46.9M | 1.10% | 162,800 | Common | NONE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $45.8M | 1.08% | 1,099,000 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $43.7M | 1.03% | 3,641,756 | Common | NONE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $43.2M | 1.01% | 1,766,100 | Common | SOLE |
| G76279101 | ROIV | ROIVANT SCIENCES LTD | $41.1M | 0.97% | 2,714,798 | Common | NONE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A/S | $38.2M | 0.90% | 191,905 | Common | NONE |
| 825704109 | SIBN | SI-BONE INC | $38.0M | 0.89% | 2,578,979 | Common | NONE |
| 810648105 | SCPH | SCPHARMACEUTICALS INC | $34.4M | 0.81% | 6,059,528 | Common | SOLE |
| 00370M103 | ABVX | ABIVAX SA | $32.3M | 0.76% | 380,000 | Common | NONE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $31.9M | 0.75% | 1,139,300 | Common | NONE |
| 89532M101 | TRVI | TREVI THERAPEUTICS INC | $30.3M | 0.71% | 3,308,400 | Common | NONE |
| 45826H109 | ITGR | INTEGER HLDGS CORP | $30.0M | 0.70% | 290,000 | Common | NONE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $29.3M | 0.69% | 2,314,184 | Common | NONE |
| 75382E208 | RAPT | RAPT THERAPEUTICS INC | $28.0M | 0.66% | 1,086,618 | Common | SOLE |
| 23284F105 | CTMX | CYTOMX THERAPEUTICS INC | $27.0M | 0.63% | 8,461,500 | Common | SOLE |
| 641288105 | NPCE | NEUROPACE INC | $27.0M | 0.63% | 2,614,184 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $26.8M | 0.63% | 458,500 | Common | NONE |
| 30233G209 | EYPT | EYEPOINT PHARMACEUTICALS INC | $25.6M | 0.60% | 1,796,000 | Common | NONE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $25.0M | 0.59% | 526,200 | Common | NONE |
| H0036K147 | ADCT | ADC THERAPEUTICS SA | $23.6M | 0.56% | 5,907,351 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $22.6M | 0.53% | 46,500 | Common | NONE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $21.7M | 0.51% | 215,152 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $20.1M | 0.47% | 150,000 | CALL | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $19.5M | 0.46% | 200,000 | CALL | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $18.1M | 0.43% | 102,745 | Common | NONE |
| 34962G208 | FBRX | FORTE BIOSCIENCES INC | $18.0M | 0.42% | 1,196,955 | Common | SOLE |
| 05338F306 | AVTX | AVALO THERAPEUTICS INC | $17.1M | 0.40% | 1,349,300 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $16.8M | 0.40% | 419,600 | Common | NONE |
| 14280C105 | CARL | CARLSMED INC | $16.8M | 0.39% | 1,252,600 | Common | NONE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $16.1M | 0.38% | 1,018,734 | Common | SOLE |
| 74065P101 | PRLD | PRELUDE THERAPEUTICS INC | $15.7M | 0.37% | 10,909,256 | Common | SOLE |
| 82024L103 | STTK | SHATTUCK LABS INC | $15.1M | 0.35% | 6,306,127 | Common | SOLE |
| 21833P301 | CRBP | CORBUS PHARMACEUTICALS HLDGS | $14.8M | 0.35% | 1,172,287 | Common | NONE |
| M96088105 | URGN | UROGEN PHARMA LTD | $13.7M | 0.32% | 689,000 | Common | NONE |
| 92764N102 | VIR | VIR BIOTECHNOLOGY INC | $13.6M | 0.32% | 2,380,715 | Common | NONE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $13.0M | 0.30% | 1,645,400 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $12.7M | 0.30% | 500,000 | CALL | SOLE |
| 000000000 | — | PRELUDE THERAPEUTICS INC | $12.5M | 0.29% | 6,210,899 | Common | SOLE |
| 87650L103 | TARS | TARSUS PHARMACEUTICALS INC | $11.8M | 0.28% | 197,900 | Common | NONE |
| 12529R107 | CCCC | C4 THERAPEUTICS INC | $11.6M | 0.27% | 5,235,146 | Common | NONE |
| 046353108 | AZNN | ASTRAZENECA PLC | $11.5M | 0.27% | 150,000 | CALL | SOLE |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $11.4M | 0.27% | 1,923,855 | Common | NONE |
| 92840H400 | VTGN | VISTAGEN THERAPEUTICS INC | $10.9M | 0.26% | 3,060,000 | Common | NONE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTICALS INC | $10.2M | 0.24% | 750,600 | Common | NONE |
| 007002108 | TORCEUR | ADICET BIO INC | $9.3M | 0.22% | 11,447,140 | Common | SOLE |
| 69353Y103 | PMVP | PMV PHARMACEUTICALS INC | $8.4M | 0.20% | 5,975,291 | Common | SOLE |
| 00032Q104 | WHWK | WHITEHAWK THERAPEUTICS INC | $7.9M | 0.19% | 4,166,000 | Common | SOLE |
| 92337C203 | VSTM | VERASTEM INC | $7.8M | 0.18% | 887,561 | Common | SOLE |
| 10950A106 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $7.8M | 0.18% | 263,800 | Common | NONE |
| 022307102 | ALMS | ALUMIS INC | $7.7M | 0.18% | 1,926,423 | Common | SOLE |
| 09058V103 | BCRX | BIOCRYST PHARMACEUTICALS INC | $6.8M | 0.16% | 901,500 | Common | SOLE |
| 59935V107 | MIST | MILESTONE PHARMACEUTICALS IN | $6.4M | 0.15% | 3,221,828 | Common | SOLE |
| 760273102 | RPTX | REPARE THERAPEUTICS INC | $5.8M | 0.14% | 3,322,488 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $5.7M | 0.13% | 250,000 | CALL | SOLE |
| 45779A846 | NSPR | INSPIREMD INC | $5.1M | 0.12% | 2,133,405 | Common | SOLE |
| 09077V100 | BIOA | BIOAGE LABS INC | $4.7M | 0.11% | 790,901 | Common | SOLE |
| 008064206 | JBIO | JADE BIOSCIENCES INC | $4.6M | 0.11% | 531,163 | Common | SOLE |
| 746964105 | QTTB | Q32 BIO INC | $4.5M | 0.10% | 2,252,987 | Common | SOLE |
| 10950A106 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $4.4M | 0.10% | 150,000 | CALL | SOLE |
| 60255C885 | BRD1EUR | MIND MEDICINE MINDMED INC | $4.3M | 0.10% | 367,824 | Common | NONE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $4.2M | 0.10% | 100,000 | PUT | SOLE |
| 15102K100 | CELC | CELCUITY INC | $4.2M | 0.10% | 84,020 | Common | SOLE |
| N44445109 | IMTX | IMMATICS N.V | $4.0M | 0.09% | 466,601 | Common | NONE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $3.7M | 0.09% | 100,000 | CALL | SOLE |
| 88322Q108 | TGTX | TG THERAPEUTICS INC | $3.6M | 0.08% | 100,000 | CALL | SOLE |
| 45175G207 | IMA | IMAGENEBIO INC | $3.1M | 0.07% | 378,556 | Common | SOLE |
| 15102KAA8 | CELC 2.75 08/01/31 | CELCUITY INC | $2.7M | 0.06% | 2,000,000 | Common | NONE |
| 457669307 | INSM | INSMED INC | $1.9M | 0.05% | 13,459 | Common | NONE |
| N0731H103 | ATAI | ATAI LIFE SCIENCES NV | $1.8M | 0.04% | 347,000 | Common | SOLE |
| 500946108 | KRRO | KORRO BIO INC | $1.6M | 0.04% | 32,400 | Common | NONE |
| G63365103 | MURA | MURAL ONCOLOGY PUB LTD CO | $1.2M | 0.03% | 588,800 | Common | NONE |
| 68232V884 | TRAW | TRAWS PHARMA INC | $1.1M | 0.03% | 605,531 | Common | SOLE |
| 02157Q109 | ANRO | ALTO NEUROSCIENCE INC | $1.0M | 0.02% | 250,000 | Common | NONE |
| 55083R203 | LYEL | LYELL IMMUNOPHARMA INC | $840,046 | 0.02% | 51,727 | Common | SOLE |
| 49372L209 | 2KZ0 | KEZAR LIFE SCIENCES INC | $751,530 | 0.02% | 192,700 | Common | NONE |
| 98422E103 | XERS | XERIS BIOPHARMA HOLDINGS INC | $654,619 | 0.02% | 80,420 | Common | NONE |
| 702712209 | PASG | PASSAGE BIO INC | $474,139 | 0.01% | 59,046 | Common | SOLE |
| 23290B106 | — | DIH HLDG US INC | $358,105 | 0.01% | 1,915,000 | Common | SOLE |
| 92840H400 | VTGN | VISTAGEN THERAPEUTICS INC | $160,460 | 0.00% | 45,200 | CALL | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.