0001172661-17-002146.txt : 20171114
0001172661-17-002146.hdr.sgml : 20171114
20171114171924
ACCESSION NUMBER: 0001172661-17-002146
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170930
FILED AS OF DATE: 20171114
DATE AS OF CHANGE: 20171114
EFFECTIVENESS DATE: 20171114
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: 171203014
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
09-30-2017
09-30-2017
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
11-14-2017
1
143
10463804
1
0001157524
028-10410
ORBIMED CAPITAL LLC
INFORMATION TABLE
2
infotable.xml
ABBVIE INC
COM
00287Y109
174610
1965000
SH
DFND
1
838700
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1126300
ACHILLION PHARMACEUTICALS IN
COM
00448Q201
58652
13062900
SH
DFND
1
5123100
0
7939800
ADAPTIMMUNE THERAPEUTICS PLC
SPONDS ADR
00653A107
15681
1914660
SH
SOLE
1914660
0
0
AEGERION PHARMACEUTICALS INC
NOTE 2.000% 8/1
00767EAB8
12151
15000000
PRN
DFND
1
6995000
0
8005000
AEGLEA BIOTHERAPEUTICS INC
COM
00773J103
7244
1469524
SH
SOLE
1469524
0
0
AERIE PHARMACEUTICALS INC
COM
00771V108
69896
1438182
SH
DFND
1
470875
0
967307
AETNA INC NEW
COM
00817Y108
222057
1396500
SH
DFND
1
549000
0
847500
AFFIMED N V
COM
N01045108
735
326650
SH
SOLE
326650
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
233617
3638900
SH
DFND
1
1465700
0
2173200
ALEXION PHARMACEUTICALS INC
COM
015351109
511425
3645486
SH
DFND
1
1236700
0
2408786
ALIMERA SCIENCES INC
COM
016259103
338
250000
SH
DFND
1
98300
0
151700
ALKERMES PLC
SHS
G01767105
7372
145000
SH
SOLE
0
0
145000
ALLERGAN PLC
SHS
G0177J108
76567
373590
SH
DFND
1
143600
0
229990
ALLERGAN PLC
PFD CONV SER A
G0177J116
65076
88200
PRN
DFND
1
30300
0
57900
ALNYLAM PHARMACEUTICALS INC
COM
02043Q107
127453
1084800
SH
DFND
1
331600
0
753200
ALPINE IMMUNE SCIENCES INC
COM
02083G100
38263
3298516
SH
SOLE
3298516
0
0
AMGEN INC
COM
031162100
233640
1253100
SH
DFND
1
377100
0
876000
ANTHEM INC
COM
036752103
176136
927618
SH
DFND
1
309700
0
617918
ARGENX SE
SPONSORED ADR
04016X101
11305
500000
SH
DFND
1
238400
0
261600
ARRAY BIOPHARMA INC
COM
04269X105
174450
14182900
SH
DFND
1
5004900
0
9178000
ASCENDIS PHARMA A S
SPONSORED ADR
04351P101
122065
3367315
SH
DFND
1
3026915
0
340400
ASSEMBLY BIOSCIENCES INC
COM
045396108
26121
748026
SH
DFND
1
357600
0
390426
AUDENTES THERAPEUTICS INC
COM
05070R104
115671
4129638
SH
SOLE
4129638
0
0
AURINIA PHARMACEUTICALS INC
COM
05156V102
11270
1797400
SH
SOLE
0
0
1797400
BEIGENE LTD
SPONSORED ADR
07725L102
135925
1313788
SH
DFND
1
529997
0
783791
BIOGEN INC
COM
09062X103
510386
1630000
SH
DFND
1
551100
0
1078900
BIOLINERX LTD
SPONSORED ADR
09071M106
1163
1038600
SH
SOLE
1038600
0
0
BIOMARIN PHARMACEUTICAL INC
COM
09061G101
69235
743900
SH
DFND
1
247100
0
496800
BIOMARIN PHARMACEUTICAL INC
NOTE 0.750%10/1
09061GAE1
558
500000
PRN
DFND
1
215000
0
285000
BIOMARIN PHARMACEUTICAL INC
NOTE 1.500%10/1
09061GAF8
602
500000
PRN
DFND
1
215000
0
285000
BLUEBIRD BIO INC
COM
09609G100
66195
481946
SH
DFND
1
146800
0
335146
BOSTON SCIENTIFIC CORP
COM
101137107
390790
13397000
SH
DFND
1
4975000
0
8422000
BRISTOL MYERS SQUIBB CO
COM
110122108
55753
874700
SH
DFND
1
223000
0
651700
BRISTOL MYERS SQUIBB CO
COM
110122108
9561
150000
SH
Call
DFND
1
70000
0
80000
CELGENE CORP
COM
151020104
488785
3351977
SH
DFND
1
1105200
0
2246777
CIGNA CORPORATION
COM
125509109
236685
1266100
SH
DFND
1
456500
0
809600
CLEMENTIA PHARMACEUTICALS IN
COM
185575107
176082
10425225
SH
SOLE
10425225
0
0
CLOVIS ONCOLOGY INC
COM
189464100
196826
2388670
SH
DFND
1
814800
0
1573870
COHERUS BIOSCIENCES INC
COM
19249H103
14414
1079700
SH
SOLE
0
0
1079700
CORVUS PHARMACEUTICALS INC
COM
221015100
85747
5379349
SH
SOLE
5379349
0
0
CRISPR THERAPEUTICS AG
NAMEN AKT
H17182108
6651
372191
SH
DFND
1
171207
0
200984
CTI BIOPHARMA CORP
COM NEW
12648L601
15950
5000000
SH
SOLE
5000000
0
0
DBV TECHNOLOGIES S A
SPONSORED ADR
23306J101
21767
512900
SH
SOLE
0
0
512900
DECIPHERA PHARMACEUTICALS IN
COM
24344T101
7487
394270
SH
DFND
1
70800
0
323470
DERMIRA INC
COM
24983L104
38310
1418873
SH
DFND
1
413570
0
1005303
DIMENSION THERAPEUTICS INC
COM
25433V105
32386
5397698
SH
SOLE
5397698
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
152017
1390700
SH
DFND
1
436400
0
954300
EHEALTH INC
COM
28238P109
43831
1834700
SH
DFND
1
843200
0
991500
ENVISION HEALTHCARE CORP
COM
29414D100
19809
440700
SH
DFND
1
200500
0
240200
FLUIDIGM CORP DEL
COM
34385P108
8800
1746100
SH
DFND
1
215500
0
1530600
FLUIDIGM CORP DEL
NOTE 2.750% 2/0
34385PAA6
7390
10000000
PRN
DFND
1
4466000
0
5534000
GALAPAGOS NV
SPON ADR
36315X101
53296
523790
SH
DFND
1
186900
0
336890
GILEAD SCIENCES INC
COM
375558103
156207
1928000
SH
DFND
1
681000
0
1247000
GLAUKOS CORP
COM
377322102
27605
836500
SH
SOLE
836500
0
0
GLOBAL BLOOD THERAPEUTICS IN
COM
37890U108
74322
2393635
SH
DFND
1
1182700
0
1210935
GLYCOMIMETICS INC
COM
38000Q102
4723
337588
SH
SOLE
0
0
337588
GW PHARMACEUTICALS PLC
ADS
36197T103
56943
561071
SH
DFND
1
204000
0
357071
HALOZYME THERAPEUTICS INC
COM
40637H109
6080
350000
SH
DFND
1
159000
0
191000
HCA HEALTHCARE INC
COM
40412C101
14915
187400
SH
DFND
1
78200
0
109200
HERON THERAPEUTICS INC
COM
427746102
10498
650000
SH
DFND
1
311000
0
339000
ILLUMINA INC
COM
452327109
79381
398500
SH
DFND
1
38800
0
359700
IMMUNOGEN INC
COM
45253H101
41697
5450581
SH
DFND
1
2475858
0
2974723
IMMUNOMEDICS INC
COM
452907108
139755
9996816
SH
DFND
1
5704876
0
4291940
INCYTE CORP
COM
45337C102
23348
200000
SH
Put
DFND
1
93000
0
107000
INCYTE CORP
COM
45337C102
172308
1476000
SH
DFND
1
410500
0
1065500
INFINITY PHARMACEUTICALS INC
COM
45665G303
2936
2207245
SH
DFND
1
722900
0
1484345
INOTEK PHARMACEUTICALS CORP
NOTE 5.750% 8/0
45780VAB8
5547
7000000
PRN
DFND
1
3200000
0
3800000
INSMED INC
COM PAR $.01
457669307
58519
1875016
SH
DFND
1
859700
0
1015316
INSYS THERAPEUTICS INC NEW
COM NEW
45824V209
54802
6171440
SH
DFND
1
2583300
0
3588140
INTEGRA LIFESCIENCES HLDGS C
COM NEW
457985208
55069
1090910
SH
DFND
1
435500
0
655410
INTELLIA THERAPEUTICS INC
COM
45826J105
66155
2662180
SH
SOLE
2662180
0
0
INTERCEPT PHARMACEUTICALS IN
COM
45845P108
22425
386380
SH
SOLE
386380
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
58988
56400
SH
SOLE
0
0
56400
INVITAE CORP
COM
46185L103
14226
1518197
SH
SOLE
1518197
0
0
IOVANCE BIOTHERAPEUTICS INC
COM
462260100
49799
6425626
SH
DFND
1
3246226
0
3179400
IRONWOOD PHARMACEUTICALS INC
COM CL A
46333X108
90823
5759200
SH
DFND
1
2089300
0
3669900
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
109571
749200
SH
DFND
1
312600
0
436600
JOHNSON & JOHNSON
COM
478160104
146183
1124400
SH
DFND
1
465300
0
659100
JUNO THERAPEUTICS INC
COM
48205A109
91587
2041608
SH
DFND
1
734980
0
1306628
KALA PHARMACEUTICALS INC
COM
483119103
54251
2375279
SH
SOLE
2375279
0
0
LILLY ELI & CO
COM
532457108
263036
3075000
SH
DFND
1
1014800
0
2060200
LOXO ONCOLOGY INC
COM
548862101
159183
1728000
SH
SOLE
1728000
0
0
MAGELLAN HEALTH INC
COM NEW
559079207
76168
882600
SH
DFND
1
357800
0
524800
MALLINCKRODT PUB LTD CO
SHS
G5785G107
55035
1472700
SH
DFND
1
659200
0
813500
MARINUS PHARMACEUTICALS INC
COM
56854Q101
3332
567600
SH
SOLE
567600
0
0
MEDIGUS LTD
SPONSORD ADR NEW
58471G201
134
60000
SH
SOLE
60000
0
0
MEDTRONIC PLC
SHS
G5960L103
68360
879000
SH
DFND
1
366600
0
512400
MERCK & CO INC
COM
58933Y105
351333
5487000
SH
DFND
1
2038200
0
3448800
MOMENTA PHARMACEUTICALS INC
COM
60877T100
39018
2109068
SH
DFND
1
613300
0
1495768
MYLAN N V
SHS EURO
N59465109
112967
3601100
SH
DFND
1
1576500
0
2024600
NABRIVA THERAPEUTICS PLC
SHS
G63637105
32102
3919600
SH
SOLE
3919600
0
0
NATERA INC
COM
632307104
20317
1576190
SH
SOLE
1576190
0
0
NEUROCRINE BIOSCIENCES INC
COM
64125C109
17455
284841
SH
DFND
1
128100
0
156741
NEVRO CORP
COM
64157F103
44977
494900
SH
DFND
1
141000
0
353900
NEWLINK GENETICS CORP
COM
651511107
8462
831274
SH
DFND
1
309000
0
522274
NEWLINK GENETICS CORP
COM
651511107
509
50000
SH
Call
DFND
1
23500
0
26500
NOVELION THERAPEUTICS INC
COM NEW
67001K202
703
100000
SH
DFND
1
40120
0
59880
NOVO-NORDISK A S
ADR
670100205
15890
330000
SH
SOLE
0
0
330000
NOVUS THERAPEUTICS INC
COM
67011N105
13218
2537110
SH
SOLE
2537110
0
0
NUVASIVE INC
COM
670704105
12240
220700
SH
SOLE
0
0
220700
OBSEVA SA
COM
H5861P103
21209
2605531
SH
SOLE
2605531
0
0
OREXIGEN THERAPEUTICS INC
NOTE 2.750%12/0
686164AC8
2042
5210000
PRN
DFND
1
2210000
0
3000000
OTONOMY INC
COM
68906L105
2093
644074
SH
SOLE
644074
0
0
PFIZER INC
COM
717081103
87779
2458800
SH
DFND
1
982000
0
1476800
PIERIS PHARMACEUTICALS INC
COM
720795103
41815
7259620
SH
SOLE
7259620
0
0
PROQR THRAPEUTICS N V
SHS EURO
N71542109
11132
2295346
SH
DFND
1
969180
0
1326166
PUMA BIOTECHNOLOGY INC
COM
74587V107
290482
2425735
SH
DFND
1
877289
0
1548446
RADIUS HEALTH INC
COM NEW
750469207
43284
1122800
SH
DFND
1
243000
0
879800
REDHILL BIOPHARMA LTD
SPONSORED ADS
757468103
6107
564900
SH
SOLE
564900
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
256097
572770
SH
DFND
1
154800
0
417970
ROKA BIOSCIENCE INC
COM NEW
775431208
147
201617
SH
SOLE
201617
0
0
SAREPTA THERAPEUTICS INC
COM
803607100
6804
150000
SH
Call
DFND
1
70500
0
79500
SELECT MED HLDGS CORP
COM
81619Q105
107107
5578500
SH
DFND
1
2772800
0
2805700
SELECTA BIOSCIENCES INC
COM
816212104
33631
1842797
SH
SOLE
1842797
0
0
SERES THERAPEUTICS INC
COM
81750R102
1203
75000
SH
Call
DFND
1
35000
0
40000
SERES THERAPEUTICS INC
COM
81750R102
3520
219458
SH
SOLE
0
0
219458
SHIRE PLC
SPONSORED ADR
82481R106
61242
399908
SH
DFND
1
179800
0
220108
SHIRE PLC
SPONSORED ADR
82481R106
15314
100000
SH
Put
DFND
1
47000
0
53000
SIERRA ONCOLOGY INC
COM
82640U107
5741
3703704
SH
SOLE
3703704
0
0
SINOVAC BIOTECH LTD
SHS
P8696W104
18806
2667500
SH
DFND
1
1219500
0
1448000
SPARK THERAPEUTICS INC
COM
84652J103
38340
430016
SH
DFND
1
178221
0
251795
STEADYMED LTD
SHS
M84920103
14225
4246196
SH
SOLE
4246196
0
0
STRYKER CORP
COM
863667101
59790
421000
SH
DFND
1
77000
0
344000
SYNDAX PHARMACEUTICALS INC
COM
87164F105
5113
437000
SH
SOLE
437000
0
0
SYNERGY PHARMACEUTICALS DEL
COM NEW
871639308
39502
13621443
SH
DFND
1
6253043
0
7368400
SYNLOGIC INC
COM
87166L100
25005
1314996
SH
SOLE
1314996
0
0
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADR
881624209
7137
405500
SH
DFND
1
61700
0
343800
THERMO FISHER SCIENTIFIC INC
COM
883556102
101071
534200
SH
DFND
1
197600
0
336600
UNITEDHEALTH GROUP INC
COM
91324P102
74423
380000
SH
DFND
1
101300
0
278700
UNIVERSAL HLTH SVCS INC
CL B
913903100
74219
669000
SH
DFND
1
301000
0
368000
VALEANT PHARMACEUTICALS INTL
COM
91911K102
2793
194900
SH
DFND
1
76800
0
118100
VANDA PHARMACEUTICALS INC
COM
921659108
17325
967859
SH
SOLE
0
0
967859
VERONA PHARMA PLC
SPONSORED ADS
925050106
10233
666666
SH
SOLE
666666
0
0
VERSARTIS INC
COM
92529L102
123
50000
SH
Call
DFND
1
23500
0
26500
VERTEX PHARMACEUTICALS INC
COM
92532F100
315377
2074302
SH
DFND
1
638600
0
1435702
VIEWRAY INC
COM
92672L107
54481
9458567
SH
SOLE
9458567
0
0
WRIGHT MED GROUP N V
ORD SHS 0.03 PAR
N96617118
231439
8946234
SH
DFND
1
3008050
0
5938184
WRIGHT MED GROUP N V
RIGHT 03/01/2019
N96617126
13505
8713088
SH
SOLE
0
0
8713088
XENCOR INC
COM
98401F105
17127
747244
SH
SOLE
0
0
747244
XENON PHARMACEUTICALS INC
COM
98420N105
1873
634812
SH
SOLE
634812
0
0
XTANT MED HLDGS INC
COM
98420P100
343
475439
SH
SOLE
475439
0
0
ZAI LAB LTD
ADR
98887Q104
17770
658160
SH
SOLE
658160
0
0
ZIMMER BIOMET HLDGS INC
COM
98956P102
5737
49000
SH
DFND
1
20600
0
28400