0001172661-17-001699.txt : 20170814
0001172661-17-001699.hdr.sgml : 20170814
20170814162708
ACCESSION NUMBER: 0001172661-17-001699
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170630
FILED AS OF DATE: 20170814
DATE AS OF CHANGE: 20170814
EFFECTIVENESS DATE: 20170814
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: 171030596
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
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0001055951
XXXXXXXX
06-30-2017
06-30-2017
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
08-14-2017
1
138
9537640
1
0001157524
028-10410
ORBIMED CAPITAL LLC
INFORMATION TABLE
2
infotable.xml
ABBVIE INC
COM
00287Y109
159348
2197600
SH
DFND
1
971800
0
1225800
ACHILLION PHARMACEUTICALS IN
COM
00448Q201
60162
13107200
SH
DFND
1
5140500
0
7966700
ADAPTIMMUNE THERAPEUTICS PLC
SPONDS ADR
00653A107
8597
1914660
SH
SOLE
1914660
0
0
AEGERION PHARMACEUTICALS INC
NOTE 2.000% 8/1
00767EAB8
12269
15000000
PRN
DFND
1
6995000
0
8005000
AEGLEA BIOTHERAPEUTICS INC
COM
00773J103
5658
1469524
SH
SOLE
1469524
0
0
AERIE PHARMACEUTICALS INC
COM
00771V108
96253
1831647
SH
DFND
1
599700
0
1231947
AETNA INC NEW
COM
00817Y108
134810
887900
SH
DFND
1
332200
0
555700
AFFIMED N V
COM
N01045108
3689
1799700
SH
SOLE
1799700
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
226214
3814100
SH
DFND
1
1558200
0
2255900
ALEXION PHARMACEUTICALS INC
COM
015351109
471080
3871786
SH
DFND
1
1317400
0
2554386
ALIMERA SCIENCES INC
COM
016259103
348
250000
SH
DFND
1
98300
0
151700
ALKERMES PLC
SHS
G01767105
8406
145000
SH
SOLE
0
0
145000
ALLERGAN PLC
SHS
G0177J108
90816
373590
SH
DFND
1
143600
0
229990
ALLERGAN PLC
PFD CONV SER A
G0177J116
76506
88200
PRN
DFND
1
30300
0
57900
ALNYLAM PHARMACEUTICALS INC
COM
02043Q107
50983
639200
SH
DFND
1
184800
0
454400
AMARIN CORP PLC
SPONS ADR NEW
023111206
826
204857
SH
SOLE
204857
0
0
AMGEN INC
COM
031162100
224364
1302700
SH
DFND
1
403800
0
898900
ANTHEM INC
COM
036752103
173196
920618
SH
DFND
1
342400
0
578218
ARGENX SE
SPONSORED ADR
04016X101
10605
500000
SH
DFND
1
238400
0
261600
ARRAY BIOPHARMA INC
COM
04269X105
118711
14182900
SH
DFND
1
5004900
0
9178000
ASCENDIS PHARMA A S
SPONSORED ADR
04351P101
93477
3367315
SH
DFND
1
3026915
0
340400
ASSEMBLY BIOSCIENCES INC
COM
045396108
18346
888426
SH
DFND
1
423600
0
464826
ASTRAZENECA PLC
SPONSORED ADR
046353108
8523
250000
SH
Put
DFND
1
116500
0
133500
AUDENTES THERAPEUTICS INC
COM
05070R104
91855
4801638
SH
SOLE
4801638
0
0
AURINIA PHARMACEUTICALS INC
COM
05156V102
11018
1797400
SH
SOLE
0
0
1797400
BEIGENE LTD
SPONSORED ADR
07725L102
57941
1287588
SH
DFND
1
529997
0
757591
BIOGEN INC
COM
09062X103
442317
1630000
SH
DFND
1
551100
0
1078900
BIOLINERX LTD
SPONSORED ADR
09071M106
878
1038600
SH
SOLE
1038600
0
0
BIOMARIN PHARMACEUTICAL INC
COM
09061G101
89240
982600
SH
DFND
1
331400
0
651200
BIOMARIN PHARMACEUTICAL INC
NOTE 0.750%10/1
09061GAE1
556
500000
PRN
DFND
1
215000
0
285000
BIOMARIN PHARMACEUTICAL INC
NOTE 1.500%10/1
09061GAF8
598
500000
PRN
DFND
1
215000
0
285000
BLUEBIRD BIO INC
COM
09609G100
41999
399800
SH
DFND
1
113900
0
285900
BOSTON SCIENTIFIC CORP
COM
101137107
399168
14400000
SH
DFND
1
5227600
0
9172400
BRISTOL MYERS SQUIBB CO
COM
110122108
48738
874700
SH
DFND
1
223000
0
651700
CELGENE CORP
COM
151020104
444906
3425777
SH
DFND
1
1130300
0
2295477
CELLECTIS S A
SPONSORED ADS
15117K103
1725
66799
SH
DFND
1
30499
0
36300
CIGNA CORPORATION
COM
125509109
204567
1222100
SH
DFND
1
456500
0
765600
CLOVIS ONCOLOGY INC
COM
189464100
197032
2104370
SH
DFND
1
673700
0
1430670
COHERUS BIOSCIENCES INC
COM
19249H103
15494
1079700
SH
SOLE
0
0
1079700
CORVUS PHARMACEUTICALS INC
COM
221015100
65090
5379349
SH
SOLE
5379349
0
0
CRISPR THERAPEUTICS AG
NAMEN AKT
H17182108
5963
372191
SH
DFND
1
171207
0
200984
CTI BIOPHARMA CORP
COM NEW
12648L601
16550
5000000
SH
SOLE
5000000
0
0
DBV TECHNOLOGIES S A
SPONSORED ADR
23306J101
18316
512900
SH
SOLE
0
0
512900
DERMIRA INC
COM
24983L104
41346
1418873
SH
DFND
1
413570
0
1005303
DIMENSION THERAPEUTICS INC
COM
25433V105
7827
5397698
SH
SOLE
5397698
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
217479
1839300
SH
DFND
1
630000
0
1209300
EHEALTH INC
COM
28238P109
34492
1834700
SH
DFND
1
843200
0
991500
ENVISION HEALTHCARE CORP
COM
29414D100
36230
578100
SH
DFND
1
200500
0
377600
FLUIDIGM CORP DEL
COM
34385P108
7054
1746100
SH
DFND
1
215500
0
1530600
FLUIDIGM CORP DEL
NOTE 2.750% 2/0
34385PAA6
6298
10000000
PRN
DFND
1
4466000
0
5534000
GALAPAGOS NV
SPON ADR
36315X101
21693
283500
SH
DFND
1
82400
0
201100
GILEAD SCIENCES INC
COM
375558103
146755
2073400
SH
DFND
1
765000
0
1308400
GLAUKOS CORP
COM
377322102
72228
1741700
SH
SOLE
1741700
0
0
GLOBAL BLOOD THERAPEUTICS IN
COM
37890U108
59402
2171935
SH
DFND
1
1045900
0
1126035
GLYCOMIMETICS INC
COM
38000Q102
3767
337588
SH
SOLE
0
0
337588
GW PHARMACEUTICALS PLC
ADS
36197T103
56247
561071
SH
DFND
1
204000
0
357071
HALOZYME THERAPEUTICS INC
COM
40637H109
4487
350000
SH
DFND
1
159000
0
191000
HCA HEALTHCARE INC
COM
40412C101
52093
597400
SH
DFND
1
78200
0
519200
HERON THERAPEUTICS INC
COM
427746102
9003
650000
SH
DFND
1
311000
0
339000
HUMANA INC
COM
444859102
185494
770900
SH
DFND
1
287400
0
483500
ILLUMINA INC
COM
452327109
69148
398500
SH
DFND
1
38800
0
359700
IMMUNOGEN INC
COM
45253H101
28001
3938272
SH
DFND
1
1240500
0
2697772
IMMUNOGEN INC
NOTE 4.500% 7/0
45253HAB7
18260
10000000
PRN
DFND
1
5925000
0
4075000
IMMUNOMEDICS INC
COM
452907108
43523
4928958
SH
DFND
1
3026059
0
1902899
IMMUNOMEDICS INC
NOTE 4.750% 2/1
452907AK4
54794
30000000
PRN
DFND
1
16014000
0
13986000
INCYTE CORP
COM
45337C102
209439
1663400
SH
DFND
1
456700
0
1206700
INFINITY PHARMACEUTICALS INC
COM
45665G303
5103
3250300
SH
DFND
1
1064000
0
2186300
INOTEK PHARMACEUTICALS CORP
NOTE 5.750% 8/0
45780VAB8
4261
7000000
PRN
DFND
1
3200000
0
3800000
INSMED INC
COM PAR $.01
457669307
75393
4393509
SH
DFND
1
2001260
0
2392249
INSYS THERAPEUTICS INC NEW
COM NEW
45824V209
78069
6171440
SH
DFND
1
2583300
0
3588140
INTEGRA LIFESCIENCES HLDGS C
COM NEW
457985208
23271
426910
SH
DFND
1
147900
0
279010
INTELLIA THERAPEUTICS INC
COM
45826J105
42595
2662180
SH
SOLE
2662180
0
0
INTERCEPT PHARMACEUTICALS IN
COM
45845P108
103703
856554
SH
SOLE
856554
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
45085
48200
SH
SOLE
0
0
48200
INVITAE CORP
COM
46185L103
4366
456666
SH
SOLE
456666
0
0
IOVANCE BIOTHERAPEUTICS INC
COM
462260100
25203
3382900
SH
DFND
1
1446500
0
1936400
IRONWOOD PHARMACEUTICALS INC
COM CL A
46333X108
108734
5759200
SH
DFND
1
2089300
0
3669900
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
84887
545900
SH
DFND
1
220800
0
325100
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
15550
100000
SH
Call
DFND
1
46500
0
53500
JOHNSON & JOHNSON
COM
478160104
148747
1124400
SH
DFND
1
465300
0
659100
JUNO THERAPEUTICS INC
COM
48205A109
27356
915208
SH
DFND
1
309300
0
605908
LILLY ELI & CO
COM
532457108
253073
3075000
SH
DFND
1
1014800
0
2060200
LOXO ONCOLOGY INC
COM
548862101
138568
1728000
SH
SOLE
1728000
0
0
MAGELLAN HEALTH INC
COM NEW
559079207
88581
1215100
SH
DFND
1
492600
0
722500
MALLINCKRODT PUB LTD CO
SHS
G5785G107
8962
200000
SH
Put
DFND
1
93000
0
107000
MALLINCKRODT PUB LTD CO
SHS
G5785G107
65992
1472700
SH
DFND
1
659200
0
813500
MARINUS PHARMACEUTICALS INC
COM
56854Q101
778
567600
SH
SOLE
567600
0
0
MEDIGUS LTD
SPONSORD ADR NEW
58471G201
131
60000
SH
SOLE
60000
0
0
MEDTRONIC PLC
SHS
G5960L103
78011
879000
SH
DFND
1
366600
0
512400
MERCK & CO INC
COM
58933Y105
351662
5487000
SH
DFND
1
2038200
0
3448800
MINERVA NEUROSCIENCES INC
COM
603380106
3046
344173
SH
SOLE
0
0
344173
MOMENTA PHARMACEUTICALS INC
COM
60877T100
35643
2109068
SH
DFND
1
613300
0
1495768
MYLAN N V
SHS EURO
N59465109
115653
2979200
SH
DFND
1
1212900
0
1766300
NABRIVA THERAPEUTICS PLC
SHS
G63637105
41077
3919600
SH
SOLE
3919600
0
0
NATERA INC
COM
632307104
13859
1276190
SH
SOLE
1276190
0
0
NEUROCRINE BIOSCIENCES INC
COM
64125C109
13103
284841
SH
DFND
1
128100
0
156741
NEVRO CORP
COM
64157F103
33590
451300
SH
DFND
1
141000
0
310300
NEVRO CORP
COM
64157F103
5582
75000
SH
Call
DFND
1
34500
0
40500
NEWLINK GENETICS CORP
COM
651511107
13568
1846000
SH
DFND
1
686100
0
1159900
NOVELION THERAPEUTICS INC
COM NEW
67001K202
923
100000
SH
DFND
1
40120
0
59880
NOVUS THERAPEUTICS INC
COM
67011N105
14842
2537110
SH
SOLE
2537110
0
0
NUVASIVE INC
COM
670704105
5046
65600
SH
SOLE
0
0
65600
OBSEVA SA
COM
H5861P103
22277
2605531
SH
SOLE
2605531
0
0
OREXIGEN THERAPEUTICS INC
NOTE 2.750%12/0
686164AC8
2443
5210000
PRN
DFND
1
2210000
0
3000000
OTONOMY INC
COM
68906L105
29389
1559074
SH
SOLE
1559074
0
0
PFIZER INC
COM
717081103
82591
2458800
SH
DFND
1
982000
0
1476800
PIERIS PHARMACEUTICALS INC
COM
720795103
36734
7259620
SH
SOLE
7259620
0
0
PROQR THRAPEUTICS N V
SHS EURO
N71542109
11988
2305446
SH
DFND
1
973446
0
1332000
PUMA BIOTECHNOLOGY INC
COM
74587V107
212009
2425735
SH
DFND
1
877289
0
1548446
RADIUS HEALTH INC
COM NEW
750469207
31846
704100
SH
DFND
1
243000
0
461100
REDHILL BIOPHARMA LTD
SPONSORED ADS
757468103
4869
564900
SH
SOLE
564900
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
229249
466770
SH
DFND
1
112800
0
353970
ROKA BIOSCIENCE INC
COM NEW
775431208
2306
893470
SH
SOLE
893470
0
0
SELECT MED HLDGS CORP
COM
81619Q105
56602
3687400
SH
DFND
1
1664700
0
2022700
SELECTA BIOSCIENCES INC
COM
816212104
36598
1842797
SH
SOLE
1842797
0
0
SHIRE PLC
SPONSORED ADR
82481R106
90701
548808
SH
DFND
1
247400
0
301408
SIENTRA INC
COM
82621J105
4698
483347
SH
SOLE
483347
0
0
SIERRA ONCOLOGY INC
COM
82640U107
4333
3703704
SH
SOLE
3703704
0
0
SINOVAC BIOTECH LTD
SHS
P8696W104
18006
2667500
SH
DFND
1
1219500
0
1448000
STEADYMED LTD
SHS
M84920103
26751
4246196
SH
SOLE
4246196
0
0
STRYKER CORP
COM
863667101
43896
316300
SH
DFND
1
77000
0
239300
SYNDAX PHARMACEUTICALS INC
COM
87164F105
6105
437000
SH
SOLE
437000
0
0
SYNERGY PHARMACEUTICALS DEL
COM NEW
871639308
94132
21153343
SH
DFND
1
9710743
0
11442600
TESARO INC
COM
881569107
4238
30301
SH
DFND
1
17601
0
12700
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADR
881624209
17484
526300
SH
DFND
1
123400
0
402900
THERMO FISHER SCIENTIFIC INC
COM
883556102
93202
534200
SH
DFND
1
197600
0
336600
UNITEDHEALTH GROUP INC
COM
91324P102
79471
428600
SH
DFND
1
124400
0
304200
VALEANT PHARMACEUTICALS INTL
COM
91911K102
3372
194900
SH
DFND
1
76800
0
118100
VANDA PHARMACEUTICALS INC
COM
921659108
15776
967859
SH
SOLE
0
0
967859
VERONA PHARMA PLC
SPONSORED ADS
925050106
7770
666666
SH
SOLE
666666
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
261155
2026502
SH
DFND
1
638600
0
1387902
VIEWRAY INC
COM
92672L107
61197
9458567
SH
SOLE
9458567
0
0
WRIGHT MED GROUP N V
ORD SHS 0.03 PAR
N96617118
245932
8946234
SH
DFND
1
3008050
0
5938184
WRIGHT MED GROUP N V
RIGHT 03/01/2019
N96617126
12673
8679975
SH
SOLE
0
0
8679975
XENCOR INC
COM
98401F105
15774
747244
SH
SOLE
0
0
747244
XENON PHARMACEUTICALS INC
COM
98420N105
2000
634812
SH
SOLE
634812
0
0
XTANT MED HLDGS INC
COM
98420P100
314
475439
SH
SOLE
475439
0
0
ZIMMER BIOMET HLDGS INC
COM
98956P102
6292
49000
SH
DFND
1
20600
0
28400