0001172661-16-003439.txt : 20160516 0001172661-16-003439.hdr.sgml : 20160516 20160516162014 ACCESSION NUMBER: 0001172661-16-003439 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160516 DATE AS OF CHANGE: 20160516 EFFECTIVENESS DATE: 20160516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ORBIMED ADVISORS LLC CENTRAL INDEX KEY: 0001055951 IRS NUMBER: 133976876 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06774 FILM NUMBER: 161654132 BUSINESS ADDRESS: STREET 1: 601 LEXINGTON AVENUE STREET 2: 54TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: (212) 739-6400 MAIL ADDRESS: STREET 1: 601 LEXINGTON AVENUE STREET 2: 54TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001055951 XXXXXXXX 03-31-2016 03-31-2016 false ORBIMED ADVISORS LLC

601 Lexington Avenue 54th Floor New York NY 10022

13F HOLDINGS REPORT 028-06774 N Samuel D. Isaly 212-739-6400 /s/ Samuel D. Isaly New York NY 05-16-2016 1 141 9503629 1 0001157524 028-10410 ORBIMED CAPITAL LLC INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 9914 237000 SH DFND 1 79000 0 158000 ABBVIE INC COM 00287Y109 422442 7395700 SH DFND 1 3400500 0 3995200 ACADIA PHARMACEUTICALS INC COM 004225108 39189 1401600 SH DFND 1 598400 0 803200 ACHILLION PHARMACEUTICALS IN COM 00448Q201 88932 11519700 SH DFND 1 4978600 0 6541100 ACHILLION PHARMACEUTICALS IN COM 00448Q201 1544 200000 SH Call DFND 1 78500 0 121500 ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 3567 438784 SH SOLE 438784 0 0 ADVAXIS INC COM NEW 007624208 5748 636600 SH DFND 1 0 0 636600 AETNA INC NEW COM 00817Y108 8539 76000 SH DFND 1 27000 0 49000 AFFIMED N V COM N01045108 14705 3931800 SH SOLE 3931800 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 139276 3495000 SH DFND 1 1510800 0 1984200 ALEXION PHARMACEUTICALS INC COM 015351109 260425 1870600 SH DFND 1 709400 0 1161200 ALIMERA SCIENCES INC COM 016259103 2625 1500000 SH DFND 1 670000 0 830000 ALLERGAN PLC SHS G0177J108 421535 1572715 SH DFND 1 783025 0 789690 ALLERGAN PLC SHS G0177J108 26803 100000 SH Call DFND 1 39500 0 60500 ALLERGAN PLC PFD CONV SER A G0177J116 95774 104200 SH DFND 1 30300 0 73900 AMARIN CORP PLC SPONS ADR NEW 023111206 536 350000 SH DFND 1 350000 0 0 AMGEN INC COM 031162100 431199 2876000 SH DFND 1 1092400 0 1783600 ANACOR PHARMACEUTICALS INC COM 032420101 2849 53300 SH DFND 1 0 0 53300 ARRAY BIOPHARMA INC COM 04269X105 31533 10689000 SH DFND 1 4249700 0 6439300 ASCENDIS PHARMA A S SPONSORED ADR 04351P101 4122 222223 SH SOLE 222223 0 0 ASSEMBLY BIOSCIENCES INC COM 045396108 7013 1397100 SH DFND 1 647100 0 750000 BAXALTA INC COM 07177M103 13170 326000 SH DFND 1 121000 0 205000 BIOGEN INC COM 09062X103 397326 1526300 SH DFND 1 569400 0 956900 BIOLINERX LTD SPONSORED ADR 09071M106 1059 1038600 SH DFND 1 1038600 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 84394 1023200 SH DFND 1 479500 0 543700 BIOMARIN PHARMACEUTICAL INC NOTE 0.750%10/1 09061GAE1 579 500000 PRN DFND 1 215000 0 285000 BIOMARIN PHARMACEUTICAL INC NOTE 1.500%10/1 09061GAF8 594 500000 PRN DFND 1 215000 0 285000 BIOTIE THERAPIES OYJ SPONSORED ADR 09074D103 7090 268672 SH SOLE 268672 0 0 BLUEBIRD BIO INC COM 09609G100 40184 945500 SH DFND 1 429200 0 516300 BOSTON SCIENTIFIC CORP COM 101137107 422843 22479700 SH DFND 1 10472900 0 12006800 BRISTOL MYERS SQUIBB CO COM 110122108 487079 7624900 SH DFND 1 3398700 0 4226200 CARDINAL HEALTH INC COM 14149Y108 13604 166000 SH DFND 1 60000 0 106000 CELGENE CORP COM 151020104 377747 3774077 SH DFND 1 1376000 0 2398077 CELLECTIS S A SPONSORED ADS 15117K103 9625 350000 SH DFND 1 162100 0 187900 CERUS CORP COM 157085101 3429 578300 SH DFND 1 238600 0 339700 CIGNA CORPORATION COM 125509109 46044 335500 SH DFND 1 141100 0 194400 CLOVIS ONCOLOGY INC COM 189464100 12689 660900 SH DFND 1 262500 0 398400 COGENTIX MED INC COM 19243A104 1090 990745 SH DFND 1 436407 0 554338 COMMUNITY HEALTH SYS INC NEW COM 203668108 40193 2171400 SH DFND 1 866500 0 1304900 CONNECTURE INC COM 20786J106 4454 1740000 SH DFND 1 795000 0 945000 COOPER COS INC COM NEW 216648402 122545 795900 SH DFND 1 407000 0 388900 CORVUS PHARMACEUTICALS INC COM 221015100 76248 5258450 SH SOLE 5258450 0 0 CYNAPSUS THERAPEUTICS INC COM PAR NO PAR 23257Y859 13221 1140325 SH SOLE 1140325 0 0 DIMENSION THERAPEUTICS INC COM 25433V105 42264 5397698 SH SOLE 5397698 0 0 DYNAVAX TECHNOLOGIES CORP COM NEW 268158201 37993 1974700 SH DFND 1 650800 0 1323900 EDWARDS LIFESCIENCES CORP COM 28176E108 10144 115000 SH DFND 1 45000 0 70000 EHEALTH INC COM 28238P109 12207 1300000 SH DFND 1 600000 0 700000 ENANTA PHARMACEUTICALS INC COM 29251M106 7325 249400 SH DFND 1 107800 0 141600 ENSIGN GROUP INC COM 29358P101 11641 514200 SH DFND 1 222200 0 292000 EXACT SCIENCES CORP COM 30063P105 12741 1890400 SH DFND 1 0 0 1890400 EXPRESS SCRIPTS HLDG CO COM 30219G108 166298 2421000 SH DFND 1 1181000 0 1240000 FATE THERAPEUTICS INC COM 31189P102 1247 692900 SH DFND 1 296100 0 396800 FLUIDIGM CORP DEL COM 34385P108 14091 1746100 SH DFND 1 215500 0 1530600 FLUIDIGM CORP DEL NOTE 2.750% 2/0 34385PAA6 5553 10000000 PRN DFND 1 4466000 0 5534000 FORWARD PHARMA A/S SPONSORED ADR 34986J105 13566 798000 SH DFND 1 226500 0 571500 GALAPAGOS NV SPON ADR 36315X101 9619 230000 SH DFND 1 0 0 230000 GILEAD SCIENCES INC COM 375558103 277344 3019200 SH DFND 1 1118600 0 1900600 GLAUKOS CORP COM 377322102 48859 2897938 SH DFND 1 2897938 0 0 GW PHARMACEUTICALS PLC ADS 36197T103 13752 190600 SH DFND 1 0 0 190600 HCA HOLDINGS INC COM 40412C101 447781 5737100 SH DFND 1 2686000 0 3051100 HORIZON PHARMA INVT LTD NOTE 2.500% 3/1 44052TAB7 11128 13000000 PRN DFND 1 6000000 0 7000000 HUMANA INC COM 444859102 62148 339700 SH DFND 1 144600 0 195100 ILLUMINA INC COM 452327109 145899 900000 SH DFND 1 371000 0 529000 IMMUNOGEN INC COM 45253H101 51935 6095647 SH DFND 1 1919480 0 4176167 IMMUNOMEDICS INC COM 452907108 9505 3802000 SH DFND 1 2050550 0 1751450 IMMUNOMEDICS INC NOTE 4.750% 2/1 452907AK4 20384 30000000 PRN DFND 1 16014000 0 13986000 IMPAX LABORATORIES INC COM 45256B101 216971 6776100 SH DFND 1 2765500 0 4010600 INCYTE CORP COM 45337C102 199661 2755078 SH DFND 1 1046900 0 1708178 INCYTE CORP NOTE 0.375%11/1 45337CAM4 6574 4250000 PRN DFND 1 1816000 0 2434000 INCYTE CORP NOTE 1.250%11/1 45337CAN2 6727 4250000 PRN DFND 1 1816000 0 2434000 INFINITY PHARMACEUTICALS INC COM 45665G303 19623 3723528 SH DFND 1 1064000 0 2659528 INOTEK PHARMACEUTICALS CORP COM 45780V102 10293 1391000 SH DFND 1 637000 0 754000 INSMED INC COM PAR $.01 457669307 43964 3469900 SH DFND 1 1375200 0 2094700 INSYS THERAPEUTICS INC NEW COM NEW 45824V209 72878 4557740 SH DFND 1 1754200 0 2803540 INTERCEPT PHARMACEUTICALS IN COM 45845P108 143886 1120000 SH SOLE 1120000 0 0 INTRA CELLULAR THERAPIES INC COM 46116X101 8173 294000 SH DFND 1 133000 0 161000 INTUITIVE SURGICAL INC COM NEW 46120E602 166371 276800 SH DFND 1 150600 0 126200 INVITAE CORP COM 46185L103 4672 456666 SH SOLE 456666 0 0 IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 126361 11550400 SH DFND 1 4833500 0 6716900 ISHARES TR NASDQ BIOTEC ETF 464287556 29132 111700 SH DFND 1 50200 0 61500 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 11750 90000 SH DFND 1 0 0 90000 JOHNSON & JOHNSON COM 478160104 57541 531800 SH DFND 1 209400 0 322400 LILLY ELI & CO COM 532457108 182999 2541300 SH DFND 1 1280400 0 1260900 LION BIOTECHNOLOGIES INC COM 53619R102 5192 1022100 SH DFND 1 272000 0 750100 LOXO ONCOLOGY INC COM 548862101 59488 2175857 SH SOLE 2175857 0 0 MACROGENICS INC COM 556099109 5944 317000 SH DFND 1 146800 0 170200 MAGELLAN HEALTH INC COM NEW 559079207 129678 1909000 SH DFND 1 827300 0 1081700 MALLINCKRODT PUB LTD CO SHS G5785G107 80216 1309000 SH DFND 1 558000 0 751000 MARINUS PHARMACEUTICALS INC COM 56854Q101 5192 965000 SH SOLE 965000 0 0 MCKESSON CORP COM 58155Q103 12140 77200 SH DFND 1 30400 0 46800 MEDIGUS LTD SPONSORED ADR 58471G102 1608 600000 SH SOLE 600000 0 0 MEDIVATION INC COM 58501N101 23036 501000 SH DFND 1 223800 0 277200 MEDTRONIC PLC SHS G5960L103 49972 666299 SH DFND 1 234199 0 432100 MERCK & CO INC NEW COM 58933Y105 11132 210400 SH DFND 1 100200 0 110200 MIRATI THERAPEUTICS INC COM 60468T105 4234 197859 SH SOLE 197859 0 0 MYLAN N V SHS EURO N59465109 3235 69800 SH SOLE 69800 0 0 NABRIVA THERAPEUTICS AG SPONSORED ADR 62957M104 11782 1315000 SH SOLE 1315000 0 0 NATERA INC COM 632307104 12149 1276190 SH SOLE 1276190 0 0 NEUROCRINE BIOSCIENCES INC COM 64125C109 104961 2653874 SH DFND 1 1074270 0 1579604 NEWLINK GENETICS CORP COM 651511107 14870 817006 SH DFND 1 260300 0 556706 NUVASIVE INC COM 670704105 72343 1487000 SH DFND 1 806000 0 681000 OPHTHOTECH CORP COM 683745103 88535 2094500 SH DFND 1 1001280 0 1093220 OREXIGEN THERAPEUTICS INC NOTE 2.750%12/0 686164AB0 2149 5210000 PRN DFND 1 2210000 0 3000000 OTONOMY INC COM 68906L105 27603 1850094 SH SOLE 1850094 0 0 PERNIX THERAPEUTICS HLDGS IN COM 71426V108 1127 1073000 SH DFND 1 485000 0 588000 PFIZER INC COM 717081103 122176 4122000 SH DFND 1 1621000 0 2501000 PIERIS PHARMACEUTICALS INC COM 720795103 13793 7259620 SH SOLE 7259620 0 0 PORTOLA PHARMACEUTICALS INC COM 737010108 17097 838100 SH DFND 1 467200 0 370900 PORTOLA PHARMACEUTICALS INC COM 737010108 2040 100000 SH Put DFND 1 44500 0 55500 PRONAI THERAPEUTICS INC COM 74346L101 10940 1623149 SH SOLE 1623149 0 0 PROQR THRAPEUTICS N V SHS EURO N71542109 11251 2305446 SH DFND 1 973446 0 1332000 PUMA BIOTECHNOLOGY INC COM 74587V107 80868 2753425 SH DFND 1 1162400 0 1591025 QIAGEN NV REG SHS N72482107 5737 256800 SH DFND 1 0 0 256800 QLT INC COM 746927102 995 500000 SH DFND 1 200600 0 299400 REDHILL BIOPHARMA LTD SPONSORED ADS 757468103 6920 564900 SH SOLE 564900 0 0 REGENERON PHARMACEUTICALS COM 75886F107 192115 533000 SH DFND 1 233200 0 299800 RELYPSA INC COM 759531106 100270 7400000 SH SOLE 7400000 0 0 ROKA BIOSCIENCE INC COM 775431109 2222 3220429 SH SOLE 3220429 0 0 SERES THERAPEUTICS INC COM 81750R102 4426 166645 SH SOLE 166645 0 0 SHIRE PLC SPONSORED ADR 82481R106 51634 300371 SH DFND 1 140428 0 159943 SIENTRA INC COM 82621J105 9285 1357500 SH SOLE 1357500 0 0 SINOVAC BIOTECH LTD SHS P8696W104 17045 2667500 SH DFND 1 1219500 0 1448000 SPDR SERIES TRUST S&P BIOTECH 78464A870 50689 981200 SH DFND 1 432200 0 549000 STRYKER CORP COM 863667101 22745 212000 SH DFND 1 77000 0 135000 SYNDAX PHARMACEUTICALS INC COM 87164F105 10088 757365 SH SOLE 757365 0 0 SYNERGY PHARMACEUTICALS DEL COM NEW 871639308 6284 2276648 SH DFND 1 1114300 0 1162348 TESARO INC COM 881569107 84185 1912000 SH DFND 1 856600 0 1055400 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 144263 2696000 SH DFND 1 1343000 0 1353000 THERMO FISHER SCIENTIFIC INC COM 883556102 203182 1435000 SH DFND 1 634000 0 801000 ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 8123 128300 SH DFND 1 58300 0 70000 UNIQURE NV SHS N90064101 2195 184800 SH DFND 1 0 0 184800 UNITEDHEALTH GROUP INC COM 91324P102 104667 812000 SH DFND 1 336000 0 476000 VALEANT PHARMACEUTICALS INTL COM 91911K102 5126 194900 SH DFND 1 76800 0 118100 VERTEX PHARMACEUTICALS INC COM 92532F100 148599 1869400 SH DFND 1 792200 0 1077200 VIEWRAY INC COM 92672L107 34357 7989916 SH SOLE 7989916 0 0 WELLCARE HEALTH PLANS INC COM 94946T106 176531 1903300 SH DFND 1 897400 0 1005900 WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 138529 8345110 SH DFND 1 3820497 0 4524613 XENCOR INC COM 98401F105 14856 1107022 SH DFND 1 0 0 1107022 XENOPORT INC COM 98411C100 27062 6000400 SH DFND 1 2553000 0 3447400 XTANT MED HLDGS INC COM 98420P100 1288 475439 SH SOLE 475439 0 0 ZIMMER BIOMET HLDGS INC COM 98956P102 10983 103000 SH DFND 1 37000 0 66000