Investor
ORBIMED ADVISORS LLC
CIK 0001055951 · filed 2026-05-15 · SEC filing
13F book
$5.05B
Positions
107
23 new · 21 sold
Largest name
9.7%
Edgewise Therapeutics, Inc. · EWTX
Est. mark
−$41.3M
Price effect on 84 names still held. Flow −$259.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Edgewise Therapeutics, Inc. | EWTX | 15.5M | $488.8M | 9.7% | $103.7M | Held |
| Enliven Therapeutics, Inc. | ELVN | 7.96M | $312M | 6.2% | $189.4M | Held |
| Eli Lilly & Co | LLY | 236.8K | $217.8M | 4.3% | −$36.7M | Cut−$105.9M |
| Sinovac Biotech Ltd | SVA | 2.72M | $184.5M | 3.7% | $0 | Held |
| Boston Scientific Corp | BSX | 2.38M | $149.5M | 3.0% | −$77.7M | Cut−$81.2M |
| Sionna Therapeutics, Inc. | SION | 3.53M | $141.5M | 2.8% | −$3.71M | Cut−$4.98M |
| Astrazeneca Plc Ord | AZN | 670.2K | $132.2M | 2.6% | — | New |
| Myriad Genetics Inc | MYGN | 125M | $122.9M | 2.4% | — | New |
| MBX Biosciences, Inc. | MBX | 3.64M | $108.6M | 2.2% | −$6.15M | Cut−$15.5M |
| Corvus Pharmaceuticals, Inc. | CRVS | 7.17M | $104.8M | 2.1% | $49.7M | Held |
| Argenx SE | ARGX | 136.9K | $100M | 2.0% | −$15.2M | Cut−$22.8M |
| Edwards Lifesciences Corp | EW | 1.23M | $98.5M | 2.0% | −$6.36M | Cut−$58.6M |
| Intuitive Surgical Inc | ISRG | 208.7K | $96.2M | 1.9% | −$22M | Cut−$53M |
| Compass Therapeutics, Inc. | CMPX | 15.2M | $80.5M | 1.6% | −$1.22M | Held |
| Merck & Co., Inc. | MRK | 663.4K | $79.8M | 1.6% | — | New |
| Structure Therapeutics Inc. | GPCR | 1.48M | $71.1M | 1.4% | −$24.8M | Added−$9.69M |
| ArriVent BioPharma, Inc. | AVBP | 3.03M | $69.8M | 1.4% | $8.93M | Held |
| Disc Medicine, Inc. | IRON | 1.07M | $68.3M | 1.4% | −$16.5M | Held |
| ARS Pharmaceuticals, Inc. | SPRY | 8.29M | $66.6M | 1.3% | −$30M | Held |
| CG Oncology, Inc. | CGON | 948.3K | $64.2M | 1.3% | $24.8M | Cut$1.21M |
| Xenon Pharmaceuticals Inc. | XENE | 1.06M | $61.6M | 1.2% | $5.96M | Added$41.6M |
| Stryker Corp | SYK | 182.5K | $60M | 1.2% | −$4.18M | Cut−$54.3M |
| Bristol-Myers Squibb Co | — | 925K | $56.1M | 1.1% | $5.2M | Added$14.3M |
| Mineralys Therapeutics, Inc. | MLYS | 2.05M | $55.6M | 1.1% | −$9.02M | Added$20M |
| Praxis Precision Medicines I | — | 172.5K | $55.6M | 1.1% | $2.59M | Added$27.7M |
| Pfizer Inc | PFE | 1.95M | $54.7M | 1.1% | $5.26M | Added$13.5M |
| Dyne Therapeutics, Inc. | DYN | 2.92M | $52.9M | 1.0% | −$3.15M | Added$9.83M |
| Natera, Inc. | NTRA | 262K | $52.4M | 1.0% | −$7.62M | Cut−$31.4M |
| Abivax Sa | — | 465.7K | $51.9M | 1.0% | −$8.65M | Added$2.24M |
| Upstream Bio, Inc. | UPB | 5.69M | $51.2M | 1.0% | −$103.3M | Held |
| Danaher Corporation | — | 265.8K | $50.4M | 1.0% | −$10.5M | Cut−$18.2M |
| Caris Life Sciences, Inc. | CAI | 2.81M | $50.2M | 1.0% | −$25.5M | Cut−$33.9M |
| Avita Medical Inc | — | 41M | $42.5M | 0.8% | — | New |
| Ascendis Pharma A/S | ASND | 182K | $41.6M | 0.8% | $2.66M | Added$4.95M |
| Shattuck Labs, Inc. | STTK | 6.31M | $40.5M | 0.8% | $17.5M | Held |
| Guardant Health, Inc. | GH | 435.2K | $40.2M | 0.8% | — | New |
| Alnylam Pharmaceuticals, Inc. | ALNY | 119K | $39.4M | 0.8% | −$7.95M | Cut−$75.5M |
| Prelude Therapeutics Inc | PRLD | 10.9M | $37.3M | 0.7% | $5.67M | Held |
| Crinetics Pharmaceuticals In | — | 999K | $36.3M | 0.7% | −$10.2M | Held |
| Axsome Therapeutics, Inc. | AXSM | 213.9K | $36.2M | 0.7% | −$2.91M | Cut−$10.1M |
| Uniqure Nv | — | 2.14M | $34.9M | 0.7% | −$5.59M | Added$17.3M |
| Oric Pharmaceuticals, Inc. | ORIC | 2.69M | $34.1M | 0.7% | $12.1M | Cut$4.34M |
| Elevance Health Inc Formerly | — | 114.7K | $33.6M | 0.7% | −$5.73M | Added−$1.16M |
| Relmada Therapeutics, Inc. | RLMD | 4.72M | $32.8M | 0.7% | $5.56M | Added$20.2M |
| Forte Biosciences, Inc. | FBRX | 1.2M | $31M | 0.6% | −$1.64M | Held |
| Trevi Therapeutics, Inc. | TRVI | 2.45M | $29.3M | 0.6% | −$1.45M | Cut−$10.7M |
| Esperion Therapeutics Inc Ne | — | 10.6M | $29M | 0.6% | −$5.73M | Added$6.89M |
| Neuropace Inc | NPCE | 2.1M | $27.6M | 0.5% | −$4.8M | Cut−$9.58M |
| Rhythm Pharmaceuticals, Inc. | RYTM | 314.1K | $27.3M | 0.5% | −$4.81M | Added$1.65M |
| Thermo Fisher Scientific Inc. | TMO | 46.5K | $22.9M | 0.5% | −$4.09M | Held |
| Syndax Pharmaceuticals Inc | SNDX | 962.3K | $22.5M | 0.4% | — | New |
| 0 | — | 6.21M | $22.1M | 0.4% | $1.95M | Held |
| Brightspring Health Svcs Inc | — | 497.8K | $21.2M | 0.4% | $2.52M | Added$2.92M |
| Lexeo Therapeutics, Inc. | LXEO | 3.6M | $20.7M | 0.4% | −$8.9M | Added−$423.2K |
| Sutro Biopharma, Inc. | STRO | 801.1K | $20M | 0.4% | — | New |
| Nektar Therapeutics | NKTR | 275K | $19.8M | 0.4% | — | New |
| Cybin Inc. | HELP | 3.83M | $18.4M | 0.4% | −$13M | Cut−$13M |
| Krystal Biotech, Inc. | KRYS | 69.1K | $17.8M | 0.4% | $814K | Cut−$11.7M |
| Palvella Therapeutics Inc Ne | — | 134.6K | $16.8M | 0.3% | — | New |
| Corbus Pharmaceuticals Hldgs | — | 1.74M | $16.3M | 0.3% | $2M | Added$3.31M |
| UroGen Pharma Ltd. | URGN | 875.5K | $15.7M | 0.3% | −$4.76M | Held |
| Definium Therape | DFTX | 804K | $15.2M | 0.3% | — | New |
| Vera Therapeutics, Inc. | VERA | 369.6K | $14.9M | 0.3% | −$3.68M | Added−$3.03M |
| Q32 Bio Inc. | QTTB | 2.25M | $14.5M | 0.3% | $6.98M | Held |
| Whitehawk Therapeutics, Inc. | WHWK | 4.17M | $14.4M | 0.3% | $4.29M | Held |
| Amgen Inc | AMGN | 39.9K | $14M | 0.3% | — | New |
| Alignment Healthcare, Inc. | ALHC | 791K | $13.9M | 0.3% | — | New |
| EyePoint, Inc. | EYPT | 1.07M | $13.8M | 0.3% | −$5.75M | Cut−$31.3M |
| Janux Therapeutics, Inc. | JANX | 983.6K | $13.7M | 0.3% | $98.4K | Cut−$13.3M |
| Biocryst Pharmaceuticals Inc | BCRX | 1.43M | $13.6M | 0.3% | $2.45M | Cut−$18.1K |
| Bicara Therapeutics Inc. | BCAX | 667.3K | $13.3M | 0.3% | $639.8K | Added$9.75M |
| BioAge Labs, Inc. | BIOA | 711.8K | $12.4M | 0.2% | $3.03M | Cut$1.99M |
| Cogent Biosciences, Inc. | COGT | 322.1K | $12.4M | 0.2% | $956.6K | Cut−$780.3K |
| Alumis Inc. | ALMS | 548.2K | $12.1M | 0.2% | $6.73M | Cut$1.31M |
| Regeneron Pharmaceuticals, Inc. | REGN | 14.7K | $11.4M | 0.2% | — | New |
| Carlsmed, Inc. | CARL | 1.25M | $11.3M | 0.2% | −$4.13M | Held |
| Biogen Inc. | BIIB | 61.6K | $11.3M | 0.2% | — | New |
| Kiniksa Pharmaceuticals Intl | — | 180.6K | $8.7M | 0.2% | $1.25M | Cut$973.9K |
| Keros Therapeutics, Inc. | KROS | 759.2K | $8.38M | 0.2% | −$7.08M | Cut−$7.99M |
| Gilead Sciences, Inc. | GILD | 59.6K | $8.31M | 0.2% | — | New |
| Heron Therapeutics Inc | — | 9.82M | $7.85M | 0.2% | — | New |
| Avalo Therapeutics, Inc. | AVTX | 475.2K | $7.09M | 0.1% | −$1.53M | Cut−$14.5M |
| Tectonic Therapeutic, Inc. | TECX | 226.6K | $7M | 0.1% | $2.28M | Cut−$4.98M |
| Adicet Bio, Inc. | ACET | 1.03M | $7M | 0.1% | −$1.65M | Held |
| Compass Pathways Plc | CMPS | 1.15M | $6.36M | 0.1% | — | New |
| Pharvaris N.V. | PHVS | 205.4K | $5.8M | 0.1% | $102.7K | Held |
| Alx Oncology Hldgs Inc | — | 2.87M | $5.75M | 0.1% | — | New |
| Artivion, Inc. | AORT | 151K | $5.53M | 0.1% | — | New |
| InspireMD, Inc. | NSPR | 3.13M | $5.11M | 0.1% | −$470K | Held |
| Revolution Medicines Inc | — | 52K | $5.06M | 0.1% | $455.8K | Added$2.99M |
| Adc Therapeutics Sa | ADCT | 1.32M | $4.94M | 0.1% | $290K | Cut−$15.6M |
| Protagonist Therapeutics, Inc | PTGX | 42.1K | $4.44M | 0.1% | $391.9K | Added$2.54M |
| Palisade Bio, Inc. | PALI | 2.33M | $4.08M | 0.1% | −$1.12M | Added−$315.1K |
| Alto Neuroscience, Inc. | ANRO | 167.5K | $3.77M | 0.1% | $585K | Added$1.54M |
| Savara Inc | SVRA | 635K | $3.47M | 0.1% | — | New |
| Cullinan Therapeutics, Inc. | CGEM | 243K | $3.45M | 0.1% | $938K | Cut$658.6K |
| Ptc Therapeutics, Inc. | PTCT | 49.1K | $3.35M | 0.1% | −$181.7K | Added$1.58M |
| LifeStance Health Group, Inc. | LFST | 500K | $3.19M | 0.1% | — | New |
| Bright Minds Biosciences Inc. | DRUG | 40K | $2.92M | 0.1% | — | New |
| Jade Biosciences, Inc. | JBIO | 185K | $2.6M | 0.1% | −$255.3K | Cut−$5.6M |
| C4 Therapeutics, Inc. | CCCC | 856.4K | $2.25M | 0.0% | $616.6K | Cut−$431.2K |
| Kalvista Pharmaceuticals Inc | — | 94.4K | $1.9M | 0.0% | $375.7K | Cut−$4.28M |
| ImageneBio, Inc. | IMA | 378.6K | $1.89M | 0.0% | −$719.3K | Held |
| Vistagen Therapeutics, Inc. | VTGN | 3.06M | $1.75M | 0.0% | −$276.6K | Held |
| Ataibeckley Inc Com Shs | ATAI | 347K | $1.23M | 0.0% | — | New |
| Cogent Biosciences, Inc. | COGT | 1M | $1.22M | 0.0% | $45.9K | Held |
| Traws Pharma, Inc. | TRAW | 605.5K | $1.11M | 0.0% | $423.9K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.