Managing Member

0001172661-17-001216.txt : 20170515 0001172661-17-001216.hdr.sgml : 20170515 20170515161721 ACCESSION NUMBER: 0001172661-17-001216 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170515 DATE AS OF CHANGE: 20170515 EFFECTIVENESS DATE: 20170515 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: 17844421 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 03-31-2017 03-31-2017 false ORBIMED ADVISORS LLC

601 Lexington Avenue 54th Floor New York NY 10022

13F HOLDINGS REPORT 028-06774 N Samuel D. Isaly Managing Member 212-739-6400 /s/ Samuel D. Isaly New York NY 05-15-2017 1 136 8822204 1 0001157524 028-10410 ORBIMED CAPITAL LLC INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 135533 2080000 SH DFND 1 907100 0 1172900 ACADIA PHARMACEUTICALS INC COM 004225108 40190 1169000 SH DFND 1 479500 0 689500 ACHILLION PHARMACEUTICALS IN COM 00448Q201 55181 13107200 SH DFND 1 5140500 0 7966700 ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 10550 1914660 SH SOLE 1914660 0 0 AEGERION PHARMACEUTICALS INC NOTE 2.000% 8/1 00767EAB8 12317 15000000 PRN DFND 1 6995000 0 8005000 AEGLEA BIOTHERAPEUTICS INC COM 00773J103 10948 1469524 SH SOLE 1469524 0 0 AERIE PHARMACEUTICALS INC COM 00771V108 67844 1496000 SH DFND 1 501700 0 994300 AETNA INC NEW COM 00817Y108 167397 1312400 SH DFND 1 465100 0 847300 AFFIMED N V COM N01045108 4643 2018900 SH SOLE 2018900 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 191913 3629900 SH DFND 1 1590200 0 2039700 ALEXION PHARMACEUTICALS INC COM 015351109 449920 3710986 SH DFND 1 1286600 0 2424386 ALEXION 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BARD C R INC COM 067383109 14415 58000 SH DFND 1 26300 0 31700 BEIGENE LTD SPONSORED ADR 07725L102 33084 903700 SH DFND 1 381600 0 522100 BIOGEN INC COM 09062X103 392877 1436900 SH DFND 1 432700 0 1004200 BIOLINERX LTD SPONSORED ADR 09071M106 998 1038600 SH SOLE 1038600 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 111840 1274100 SH DFND 1 428400 0 845700 BIOMARIN PHARMACEUTICAL INC NOTE 0.750%10/1 09061GAE1 567 500000 PRN DFND 1 215000 0 285000 BIOMARIN PHARMACEUTICAL INC NOTE 1.500%10/1 09061GAF8 593 500000 PRN DFND 1 215000 0 285000 BLUEBIRD BIO INC COM 09609G100 25797 283800 SH DFND 1 113900 0 169900 BOSTON SCIENTIFIC CORP COM 101137107 380795 15311400 SH DFND 1 5673800 0 9637600 BRISTOL MYERS SQUIBB CO COM 110122108 10876 200000 SH Put DFND 1 93500 0 106500 BRISTOL MYERS SQUIBB CO COM 110122108 103920 1911000 SH DFND 1 705100 0 1205900 BRISTOL MYERS SQUIBB CO COM 110122108 5438 100000 SH Call DFND 1 47000 0 53000 CELGENE CORP COM 151020104 389737 3132177 SH DFND 1 1071600 0 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30063P105 14240 602900 SH SOLE 0 0 602900 FLUIDIGM CORP DEL COM 34385P108 9935 1746100 SH DFND 1 215500 0 1530600 FLUIDIGM CORP DEL NOTE 2.750% 2/0 34385PAA6 6815 10000000 PRN DFND 1 4466000 0 5534000 GALAPAGOS NV SPON ADR 36315X101 24435 283500 SH DFND 1 82400 0 201100 GILEAD SCIENCES INC COM 375558103 54397 800900 SH DFND 1 269000 0 531900 GLAUKOS CORP COM 377322102 89349 1741700 SH SOLE 1741700 0 0 GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 39964 1084500 SH DFND 1 489100 0 595400 GW PHARMACEUTICALS PLC ADS 36197T103 57555 475900 SH DFND 1 166000 0 309900 HCA HOLDINGS INC COM 40412C101 155288 1745000 SH DFND 1 527700 0 1217300 HERON THERAPEUTICS INC COM 427746102 9750 650000 SH DFND 1 311000 0 339000 HUMANA INC COM 444859102 153018 742300 SH DFND 1 257400 0 484900 ILLUMINA INC COM 452327109 54929 321900 SH DFND 1 38800 0 283100 IMMUNOGEN INC COM 45253H101 23590 6095647 SH DFND 1 1919480 0 4176167 IMMUNOMEDICS INC COM 452907108 7972 1232100 SH DFND 1 684100 0 548000 IMMUNOMEDICS INC 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0 513900 LILLY ELI & CO COM 532457108 280103 3330200 SH DFND 1 1087100 0 2243100 LION BIOTECHNOLOGIES INC COM 53619R102 25203 3382900 SH DFND 1 1446500 0 1936400 LOXO ONCOLOGY INC COM 548862101 72714 1728000 SH SOLE 1728000 0 0 MAGELLAN HEALTH INC COM NEW 559079207 75177 1088727 SH DFND 1 479900 0 608827 MALLINCKRODT PUB LTD CO SHS G5785G107 65638 1472700 SH DFND 1 659200 0 813500 MARINUS PHARMACEUTICALS INC COM 56854Q101 1005 567600 SH SOLE 567600 0 0 MEDIGUS LTD SPONSORD ADR NEW 58471G201 185 60000 SH SOLE 60000 0 0 MEDTRONIC PLC SHS G5960L103 61757 766600 SH DFND 1 322100 0 444500 MERCK & CO INC COM 58933Y105 363125 5714900 SH DFND 1 2038200 0 3676700 MINERVA NEUROSCIENCES INC COM 603380106 5705 704300 SH SOLE 0 0 704300 MOMENTA PHARMACEUTICALS INC COM 60877T100 28156 2109068 SH DFND 1 613300 0 1495768 MYLAN N V SHS EURO N59465109 50687 1300000 SH DFND 1 607300 0 692700 NABRIVA THERAPEUTICS AG SPONSORED ADR 62957M104 20135 1677940 SH SOLE 1677940 0 0 NATERA INC COM 632307104 11320 1276190 SH SOLE 1276190 0 0 NEUROCRINE BIOSCIENCES INC COM 64125C109 19110 441341 SH DFND 1 200000 0 241341 NEVRO CORP COM 64157F103 7290 77800 SH DFND 1 18100 0 59700 NEWLINK GENETICS CORP COM 651511107 4820 200000 SH Call DFND 1 93500 0 106500 NEWLINK GENETICS CORP COM 651511107 48000 1991700 SH DFND 1 740300 0 1251400 NOVELION THERAPEUTICS INC COM NEW 67001K202 1074 100000 SH DFND 1 40120 0 59880 NUVASIVE INC COM 670704105 9223 123500 SH SOLE 0 0 123500 OBSEVA SA COM H5861P103 27124 2605531 SH SOLE 2605531 0 0 OREXIGEN THERAPEUTICS INC NOTE 2.750%12/0 686164AC8 2591 5210000 PRN DFND 1 2210000 0 3000000 OTONOMY INC COM 68906L105 22664 1850094 SH SOLE 1850094 0 0 PFIZER INC COM 717081103 184943 5406100 SH DFND 1 2212500 0 3193600 PIERIS PHARMACEUTICALS INC COM 720795103 18875 7259620 SH SOLE 7259620 0 0 PROQR THRAPEUTICS N V SHS EURO N71542109 11527 2305446 SH DFND 1 973446 0 1332000 PUMA BIOTECHNOLOGY INC COM 74587V107 83548 2245925 SH DFND 1 856800 0 1389125 RADIUS HEALTH INC COM NEW 750469207 27213 704100 SH DFND 1 243000 0 461100 REDHILL BIOPHARMA LTD SPONSORED ADS 757468103 5417 564900 SH SOLE 564900 0 0 REGENERON PHARMACEUTICALS COM 75886F107 146545 378170 SH DFND 1 89400 0 288770 ROKA BIOSCIENCE INC COM NEW 775431208 3181 893470 SH SOLE 893470 0 0 SAREPTA THERAPEUTICS INC COM 803607100 31207 1054300 SH DFND 1 423600 0 630700 SELECT MED HLDGS CORP COM 81619Q105 27852 2086300 SH DFND 1 945400 0 1140900 SELECTA BIOSCIENCES INC COM 816212104 26389 1842797 SH SOLE 1842797 0 0 SHIRE PLC SPONSORED ADR 82481R106 156363 897451 SH DFND 1 330000 0 567451 SIENTRA INC COM 82621J105 4397 522257 SH SOLE 522257 0 0 SIERRA ONCOLOGY INC COM 82640U107 5667 3703704 SH SOLE 3703704 0 0 SINOVAC BIOTECH LTD SHS P8696W104 15285 2667500 SH DFND 1 1219500 0 1448000 STEADYMED LTD SHS M84920103 17819 3072196 SH SOLE 3072196 0 0 STRYKER CORP COM 863667101 41641 316300 SH DFND 1 77000 0 239300 SYNDAX PHARMACEUTICALS INC COM 87164F105 6651 484800 SH SOLE 484800 0 0 SYNERGY PHARMACEUTICALS DEL COM NEW 871639308 98575 21153343 SH DFND 1 9710743 0 11442600 TENET HEALTHCARE CORP COM NEW 88033G407 94784 5352000 SH DFND 1 2108500 0 3243500 TESARO INC COM 881569107 7263 47200 SH SOLE 0 0 47200 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 13240 412600 SH DFND 1 123400 0 289200 THERMO FISHER SCIENTIFIC INC COM 883556102 82053 534200 SH DFND 1 197600 0 336600 UNITEDHEALTH GROUP INC COM 91324P102 48613 296400 SH DFND 1 59900 0 236500 VALEANT PHARMACEUTICALS INTL COM 91911K102 2150 194900 SH DFND 1 76800 0 118100 VANDA PHARMACEUTICALS INC COM 921659108 703 50200 SH DFND 1 22900 0 27300 VERTEX PHARMACEUTICALS INC COM 92532F100 237202 2169200 SH DFND 1 706700 0 1462500 VIEWRAY INC COM 92672L107 80492 9458567 SH SOLE 9458567 0 0 WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 278407 8946234 SH DFND 1 3008050 0 5938184 WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 7780 250000 SH Call DFND 1 117000 0 133000 WRIGHT MED GROUP N V RIGHT 03/01/2019 N96617126 10558 6900000 SH SOLE 0 0 6900000 XENCOR INC COM 98401F105 20098 840237 SH SOLE 0 0 840237 XENON PHARMACEUTICALS INC COM 98420N105 2539 634812 SH SOLE 634812 0 0 XTANT MED HLDGS INC COM 98420P100 296 475439 SH SOLE 475439 0 0 ZIMMER BIOMET HLDGS INC COM 98956P102 5983 49000 SH DFND 1 20600 0 28400