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
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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
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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 PHARMACEUTICALS INC
COM
015351109
6062
50000
SH
Call
DFND
1
23000
0
27000
ALIMERA SCIENCES INC
COM
016259103
350
250000
SH
DFND
1
98300
0
151700
ALKERMES PLC
SHS
G01767105
8483
145000
SH
SOLE
0
0
145000
ALLERGAN PLC
SHS
G0177J108
114058
477390
SH
DFND
1
190200
0
287190
ALLERGAN PLC
PFD CONV SER A
G0177J116
74832
88200
SH
DFND
1
30300
0
57900
ALNYLAM PHARMACEUTICALS INC
COM
02043Q107
4213
82200
SH
SOLE
0
0
82200
AMARIN CORP PLC
SPONS ADR NEW
023111206
1120
350000
SH
SOLE
350000
0
0
AMGEN INC
COM
031162100
235982
1438300
SH
DFND
1
456100
0
982200
ANTHEM INC
COM
036752103
142657
862600
SH
DFND
1
311600
0
551000
ARRAY BIOPHARMA INC
COM
04269X105
126795
14182900
SH
DFND
1
5004900
0
9178000
ASCENDIS PHARMA A S
SPONSORED ADR
04351P101
76085
2717315
SH
SOLE
2717315
0
0
ASSEMBLY BIOSCIENCES INC
COM
045396108
32049
1257300
SH
DFND
1
589900
0
667400
AUDENTES THERAPEUTICS INC
COM
05070R104
81820
4801638
SH
SOLE
4801638
0
0
AURINIA PHARMACEUTICALS INC
COM
05156V102
13193
1797400
SH
SOLE
0
0
1797400
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
2060577
CELLECTIS S A
SPONSORED ADS
15117K103
8400
350000
SH
DFND
1
162100
0
187900
CENTENE CORP DEL
COM
15135B101
117985
1655700
SH
DFND
1
655400
0
1000300
CLEARSIDE BIOMEDICAL INC
COM
185063104
2382
300000
SH
SOLE
0
0
300000
COHERUS BIOSCIENCES INC
COM
19249H103
22935
1084400
SH
DFND
1
139300
0
945100
COOPER COS INC
COM NEW
216648402
38139
190800
SH
DFND
1
83500
0
107300
CORVUS PHARMACEUTICALS INC
COM
221015100
111729
5379349
SH
SOLE
5379349
0
0
CRISPR THERAPEUTICS AG
NAMEN AKT
H17182108
8103
372191
SH
DFND
1
171207
0
200984
DBV TECHNOLOGIES S A
SPONSORED ADR
23306J101
18064
512900
SH
SOLE
0
0
512900
DERMIRA INC
COM
24983L104
34917
1023673
SH
DFND
1
270670
0
753003
DIMENSION THERAPEUTICS INC
COM
25433V105
9446
5397698
SH
SOLE
5397698
0
0
EAGLE PHARMACEUTICALS INC
COM
269796108
55653
671000
SH
DFND
1
306300
0
364700
EDWARDS LIFESCIENCES CORP
COM
28176E108
173023
1839300
SH
DFND
1
630000
0
1209300
EHEALTH INC
COM
28238P109
21913
1820000
SH
DFND
1
836200
0
983800
EXACT SCIENCES CORP
COM
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
NOTE 4.750% 2/1
452907AK4
42261
30000000
PRN
DFND
1
16014000
0
13986000
INCYTE CORP
COM
45337C102
263811
1973597
SH
DFND
1
537211
0
1436386
INFINITY PHARMACEUTICALS INC
COM
45665G303
10498
3250300
SH
DFND
1
1064000
0
2186300
INOTEK PHARMACEUTICALS CORP
NOTE 5.750% 8/0
45780VAB8
4433
7000000
PRN
DFND
1
3200000
0
3800000
INSMED INC
COM PAR $.01
457669307
84239
4810905
SH
DFND
1
2193760
0
2617145
INSYS THERAPEUTICS INC NEW
COM NEW
45824V209
63811
6071440
SH
DFND
1
2538600
0
3532840
INTELLIA THERAPEUTICS INC
COM
45826J105
37510
2662180
SH
SOLE
2662180
0
0
INTERCEPT PHARMACEUTICALS IN
COM
45845P108
117285
1037000
SH
SOLE
1037000
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
38630
50400
SH
SOLE
0
0
50400
INVITAE CORP
COM
46185L103
5051
456666
SH
SOLE
456666
0
0
IRONWOOD PHARMACEUTICALS INC
COM CL A
46333X108
123537
7241300
SH
DFND
1
2524000
0
4717300
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
53901
371400
SH
DFND
1
140100
0
231300
JOHNSON & JOHNSON
COM
478160104
110177
884600
SH
DFND
1
370700
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