Orbimed Advisors LLC Top Holdings and 13F Report (2024) About Orbimed Advisors LLCInvestment ActivityOrbimed Advisors LLC has $5.50 billion in total holdings as of September 30, 2024.Orbimed Advisors LLC owns shares of 114 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 11.28% of the portfolio was purchased this quarter.About 11.95% of the portfolio was sold this quarter.This quarter, Orbimed Advisors LLC has purchased 111 new stocks and bought additional shares in 19 stocks.Orbimed Advisors LLC sold shares of 32 stocks and completely divested from 18 stocks this quarter.Largest Holdings Edgewise Therapeutics $400,929,733Sinovac Biotech $340,000,000Eli Lilly and Company $299,093,344Boston Scientific $274,277,400Intuitive Surgical $213,112,926 Largest New Holdings this Quarter MBX BIOSCIENCES INC $99,041,346 HoldingUniversal Health Services $35,725,560 HoldingBIOAGE LABS INC $29,608,176 HoldingPhathom Pharmaceuticals $26,199,240 HoldingCG ONCOLOGY INC $26,075,731 Holding Largest Purchases this Quarter MBX BIOSCIENCES INC 3,812,215 shares (about $99.04M)UnitedHealth Group 67,000 shares (about $39.17M)Sarepta Therapeutics 308,500 shares (about $38.53M)Amgen 117,400 shares (about $37.83M)Universal Health Services 156,000 shares (about $35.73M) Largest Sales this Quarter Janux Therapeutics 1,721,262 shares (about $78.20M)Tenet Healthcare 391,300 shares (about $65.03M)Vaxcyte 408,900 shares (about $46.73M)Geron 9,130,252 shares (about $41.45M)Elevance Health 61,900 shares (about $32.19M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOrbimed Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEWTXEdgewise Therapeutics$400,929,7330.0%15,021,7217.3%MedicalSVASinovac Biotech$340,000,0000.0%2,718,7356.2%MedicalLLYEli Lilly and Company$299,093,3440.0%337,6005.4%MedicalBSXBoston Scientific$274,277,4000.0%3,273,0005.0%MedicalISRGIntuitive Surgical$213,112,926$29,132,311 ▼-12.0%433,8003.9%MedicalELVNEnliven Therapeutics$203,286,6010.0%7,959,5383.7%MedicalBIIBBiogen$157,591,920$17,038,536 ▼-9.8%813,0002.9%MedicalMRKMerck & Co., Inc.$149,444,9600.0%1,316,0002.7%MedicalTHCTenet Healthcare$129,968,400$65,034,060 ▼-33.4%782,0002.4%MedicalSRPTSarepta Therapeutics$125,452,005$38,528,565 ▲44.3%1,004,5002.3%MedicalSYKStryker$124,417,944$27,239,004 ▲28.0%344,4002.3%MedicalSPRYARS Pharmaceuticals$120,183,395$13,809,467 ▼-10.3%8,288,5102.2%MedicalARGXargenx$110,855,360$2,493,568 ▼-2.2%204,5002.0%MedicalUNHUnitedHealth Group$104,657,720$39,173,560 ▲59.8%179,0001.9%MedicalQ32 BIO INC$100,528,2800.0%2,252,9871.8%COMMBX BIOSCIENCES INC$99,041,346$99,041,346 ▲New Holding3,812,2151.8%COMIONSIonis Pharmaceuticals$93,117,347$1,918,313 ▼-2.0%2,324,4471.7%MedicalIRONDisc Medicine$87,742,9590.0%1,785,5711.6%MedicalNTRANatera$87,278,1250.0%687,5001.6%MedicalAMGNAmgen$81,293,583$37,827,454 ▲87.0%252,3001.5%MedicalTHRDTF Financial$78,306,4120.0%5,779,0711.4%MedicalITGRInteger$74,750,000$29,351,270 ▲64.7%575,0001.4%MedicalARRIVENT BIOPHARMA INC$71,142,2080.0%3,027,3281.3%COMVRTXVertex Pharmaceuticals$70,227,0800.0%151,0001.3%MedicalALNYAlnylam Pharmaceuticals$68,840,0090.0%250,3001.3%MedicalTERNTerns Pharmaceuticals$63,075,178$468,408 ▼-0.7%7,562,9711.1%MedicalKROSKeros Therapeutics$59,157,883$14,517,500 ▼-19.7%1,018,7341.1%MedicalJANXJanux Therapeutics$57,176,653$78,196,932 ▼-57.8%1,258,5661.0%MedicalELVElevance Health$55,224,000$32,188,000 ▼-36.8%106,2001.0%MedicalEVHEvolent Health$54,397,004$19,289,788 ▼-26.2%1,923,5151.0%Computer and TechnologyCRNXCrinetics Pharmaceuticals$53,657,811$11,791,070 ▼-18.0%1,050,0551.0%MedicalRNAAvidity Biosciences$52,580,894$20,132,497 ▲62.0%1,144,8051.0%MedicalTMOThermo Fisher Scientific$52,207,308$29,443,932 ▼-36.1%84,4000.9%MedicalSIBNSI-BONE$49,710,098$1,060,020 ▲2.2%3,555,8010.9%MedicalXTNTXtant Medical$49,425,4640.0%73,114,5920.9%MedicalREGNRegeneron Pharmaceuticals$47,516,048$23,547,776 ▲98.2%45,2000.9%MedicalEXASExact Sciences$46,309,066$504,088 ▲1.1%679,8160.8%MedicalSWTXSpringWorks Therapeutics$44,555,817$10,147,068 ▼-18.5%1,390,6310.8%MedicalPCVXVaxcyte$44,222,490$46,725,003 ▼-51.4%387,0000.8%MedicalCMPXCompass Therapeutics$41,147,6440.0%22,362,8500.7%MedicalCYTKCytokinetics$40,492,637$2,428,800 ▼-5.7%766,9060.7%MedicalSNDXSyndax Pharmaceuticals$37,062,0250.0%1,925,3000.7%MedicalCRVSCorvus Pharmaceuticals$36,662,4930.0%6,943,6540.7%MedicalAPLSApellis Pharmaceuticals$36,638,336$934,416 ▼-2.5%1,270,4000.7%MedicalXENEXenon Pharmaceuticals$35,882,605$1,931,413 ▲5.7%911,4200.7%MedicalUHSUniversal Health Services$35,725,560$35,725,560 ▲New Holding156,0000.6%MedicalICLRICON Public$35,597,709$14,422,962 ▼-28.8%123,9000.6%MedicalNBIXNeurocrine Biosciences$34,821,788$16,819,815 ▼-32.6%302,2200.6%MedicalVERAVera Therapeutics$29,873,5420.0%675,8720.5%MedicalBIOAGE LABS INC$29,608,176$29,608,176 ▲New Holding1,423,4700.5%COMSCPHscPharmaceuticals$27,631,448$2,280,000 ▲9.0%6,059,5280.5%MedicalVIRVir Biotechnology$26,761,770$9,384,206 ▲54.0%3,573,0000.5%MedicalPHATPhathom Pharmaceuticals$26,199,240$26,199,240 ▲New Holding1,449,0730.5%MedicalCG ONCOLOGY INC$26,075,731$26,075,731 ▲New Holding691,1140.5%COMCCCCC4 Therapeutics$25,809,030$17,184,599 ▲199.3%4,527,9000.5%MedicalDYNE THERAPEUTICS INC$25,445,7280.0%708,4000.5%COMMLYSMineralys Therapeutics$24,255,591$223,853 ▼-0.9%2,002,9390.4%MedicalNPCENeuroPace$23,742,1550.0%3,406,3350.4%MedicalIMTXImmatics$22,892,8070.0%2,006,3810.4%MedicalRYTMRhythm Pharmaceuticals$22,836,801$14,089,871 ▼-38.2%435,9000.4%MedicalPRLDPrelude Therapeutics$22,582,1600.0%10,909,2560.4%MedicalAPOGEE THERAPEUTICS INC$22,270,0960.0%379,1300.4%COMNEUMORA THERAPEUTICS INC.$19,815,0000.0%1,500,0000.4%COMSLRNAcelyrin$19,728,4350.0%4,001,7110.4%MedicalCRBPCorbus Pharmaceuticals$18,825,948$18,825,948 ▲New Holding912,5520.3%MedicalTYRATyra Biosciences$18,070,6790.0%768,6380.3%MedicalCGEMCullinan Therapeutics$17,912,721$1,299,024 ▼-6.8%1,070,0550.3%MedicalLXRXLexicon Pharmaceuticals$17,307,680$8,129,303 ▲88.6%11,024,0000.3%MedicalGPCRStructure Therapeutics$16,840,812$11,354,562 ▲207.0%383,7050.3%MedicalACETAdicet Bio$16,483,8820.0%11,447,1400.3%MedicalMEDPMedpace$14,987,620$14,987,620 ▲New Holding44,9000.3%MedicalADCTADC Therapeutics$14,281,473$683,478 ▲5.0%4,533,8010.3%MedicalGILDGilead Sciences$12,718,528$12,718,528 ▲New Holding151,7000.2%MedicalBNTXBioNTech$12,233,310$12,233,310 ▲New Holding103,0000.2%MedicalACADACADIA Pharmaceuticals$11,759,548$11,759,548 ▲New Holding764,6000.2%MedicalPRELUDE THERAPEUTICS INC$11,757,985$1,424,990 ▼-10.8%5,680,1860.2%NONVOTINGRPTXRepare Therapeutics$11,429,3590.0%3,322,4880.2%MedicalIKENA ONCOLOGY INC$11,017,6560.0%6,368,5870.2%NONVOTINGABCLAbCellera Biologics$10,869,9970.0%4,180,7680.2%MedicalPMVPPMV Pharmaceuticals$9,648,1840.0%6,475,2910.2%MedicalAVALO THERAPEUTICS INC$9,186,500$9,186,500 ▲New Holding967,0000.2%COM NEWVSTMVerastem$8,558,720$3,986,666 ▲87.2%2,862,4480.2%MedicalLYELLyell Immunopharma$8,398,681$440,354 ▼-5.0%6,086,0010.2%MedicalOSCROscar Health$7,457,818$7,457,818 ▲New Holding351,6180.1%FinanceBICARA THERAPEUTICS INC$6,925,548$6,925,548 ▲New Holding271,9100.1%COMPASGPassage Bio$6,876,013$211,190 ▼-3.0%9,822,8760.1%MedicalPEPGPepGen$6,817,411$6,817,411 ▲New Holding797,3580.1%MedicalNKTXNkarta$6,692,312$3,076,312 ▲85.1%1,480,6000.1%MedicalMRNAModerna$6,683,000$6,683,000 ▲New Holding100,0000.1%MedicalIKNAIkena Oncology$6,123,0890.0%3,539,3580.1%MedicalFOLDAmicus Therapeutics$6,090,8040.0%570,3000.1%MedicalSRRKScholar Rock$5,945,823$2,659,977 ▼-30.9%742,3000.1%MedicalFATEFate Therapeutics$5,882,030$1,138,298 ▲24.0%1,680,5800.1%MedicalNSPRInspireMD$5,717,5250.0%2,133,4050.1%MedicalLBPHLongboard Pharmaceuticals$5,666,100$5,666,100 ▲New Holding170,0000.1%MedicalTELATELA Bio$5,467,798$749,783 ▼-12.1%2,161,1850.1%MedicalSOLVENTUM CORP$4,831,596$9,112,404 ▼-65.4%69,3000.1%COM SHSXFORX4 Pharmaceuticals$4,774,4620.0%7,133,5150.1%MedicalKRYSKrystal Biotech$4,277,705$1,177,006 ▼-21.6%23,5000.1%MedicalARDENT HEALTH PARTNERS INC$3,786,280$3,786,280 ▲New Holding206,0000.1%COMShowing largest 100 holdings. 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