0001172661-18-000795.txt : 20180214
0001172661-18-000795.hdr.sgml : 20180214
20180214163111
ACCESSION NUMBER: 0001172661-18-000795
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180214
DATE AS OF CHANGE: 20180214
EFFECTIVENESS DATE: 20180214
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: 18612810
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
12-31-2017
12-31-2017
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ORBIMED ADVISORS LLC
601 Lexington Avenue
54th Floor
New York
NY
10022
13F HOLDINGS REPORT
028-06774
N
Sven H. Borho
Member
212-739-6400
/s/ Sven H. Borho
New York
NY
02-14-2018
1
133
7905721
1
0001157524
028-10410
ORBIMED CAPITAL LLC
INFORMATION TABLE
2
infotable.xml
ABBVIE INC
COM
00287Y109
101604
1050600
SH
DFND
1
710000
0
340600
ACADIA PHARMACEUTICALS INC
COM
004225108
25566
849100
SH
DFND
1
229700
0
619400
ACHILLION PHARMACEUTICALS IN
COM
00448Q201
23532
8170973
SH
DFND
1
3234800
0
4936173
ADAPTIMMUNE THERAPEUTICS PLC
SPONDS ADR
00653A107
12790
1914660
SH
SOLE
1914660
0
0
AEGERION PHARMACEUTICALS INC
NOTE 2.000% 8/1
00767EAB8
12006
15000000
PRN
DFND
1
6995000
0
8005000
AEGLEA BIOTHERAPEUTICS INC
COM
00773J103
7950
1469524
SH
SOLE
1469524
0
0
AERIE PHARMACEUTICALS INC
COM
00771V108
79444
1329600
SH
DFND
1
530200
0
799400
AETNA INC NEW
COM
00817Y108
80734
447552
SH
DFND
1
196400
0
251152
AFFIMED N V
COM
N01045108
425
326650
SH
SOLE
326650
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
173499
2590700
SH
DFND
1
1465700
0
1125000
ALEXION PHARMACEUTICALS INC
COM
015351109
344368
2879575
SH
DFND
1
1437200
0
1442375
ALIMERA SCIENCES INC
COM
016259103
333
250000
SH
DFND
1
98300
0
151700
ALKERMES PLC
SHS
G01767105
7936
145000
SH
SOLE
0
0
145000
ALLERGAN PLC
SHS
G0177J108
46995
287290
SH
DFND
1
143600
0
143690
ALLERGAN PLC
5.5% CNV PFD A
G0177J116
42034
71700
PRN
DFND
1
30300
0
41400
ALNYLAM PHARMACEUTICALS INC
COM
02043Q107
119630
941600
SH
DFND
1
305100
0
636500
ALPINE IMMUNE SCIENCES INC
COM
02083G100
36943
3298516
SH
SOLE
3298516
0
0
AMEDISYS INC
COM
023436108
10937
207500
SH
DFND
1
63100
0
144400
AMGEN INC
COM
031162100
225566
1297100
SH
DFND
1
488800
0
808300
AMICUS THERAPEUTICS INC
COM
03152W109
80188
5572500
SH
DFND
1
1966900
0
3605600
ANTHEM INC
COM
036752103
148218
658718
SH
DFND
1
298400
0
360318
ARGENX SE
SPONSORED ADR
04016X101
31570
500000
SH
DFND
1
238400
0
261600
ARRAY BIOPHARMA INC
COM
04269X105
97554
7621400
SH
DFND
1
3322200
0
4299200
ARSANIS INC
COM
042873109
23848
1868966
SH
SOLE
1868966
0
0
ASCENDIS PHARMA A S
SPONSORED ADR
04351P101
134895
3367315
SH
DFND
1
3026915
0
340400
ASSEMBLY BIOSCIENCES INC
COM
045396108
54211
1198026
SH
DFND
1
572726
0
625300
AUDENTES THERAPEUTICS INC
COM
05070R104
129051
4129638
SH
SOLE
4129638
0
0
AURINIA PHARMACEUTICALS INC
COM
05156V102
8142
1797400
SH
SOLE
0
0
1797400
BEIGENE LTD
SPONSORED ADR
07725L102
101774
1041488
SH
DFND
1
412797
0
628691
BIOGEN INC
COM
09062X103
392064
1230700
SH
DFND
1
523100
0
707600
BIOLINERX LTD
SPONSORED ADR
09071M106
1132
1038600
SH
SOLE
1038600
0
0
BIOMARIN PHARMACEUTICAL INC
COM
09061G101
8971
100600
SH
SOLE
0
0
100600
BIOMARIN PHARMACEUTICAL INC
NOTE 0.750%10/1
09061GAE1
540
500000
PRN
DFND
1
215000
0
285000
BIOMARIN PHARMACEUTICAL INC
NOTE 1.500%10/1
09061GAF8
594
500000
PRN
DFND
1
215000
0
285000
BLUEBIRD BIO INC
COM
09609G100
68399
384046
SH
DFND
1
131800
0
252246
BOSTON SCIENTIFIC CORP
COM
101137107
257484
10386600
SH
DFND
1
5109500
0
5277100
BRISTOL MYERS SQUIBB CO
COM
110122108
42161
688000
SH
DFND
1
345500
0
342500
CELGENE CORP
COM
151020104
319639
3062850
SH
DFND
1
1254900
0
1807950
CELGENE CORP
COM
151020104
15654
150000
SH
Call
DFND
1
69000
0
81000
CIGNA CORPORATION
COM
125509109
196855
969300
SH
DFND
1
456500
0
512800
CLEMENTIA PHARMACEUTICALS IN
COM
185575107
197871
10425225
SH
SOLE
10425225
0
0
CLOVIS ONCOLOGY INC
COM
189464100
134074
1971670
SH
DFND
1
961800
0
1009870
COHERUS BIOSCIENCES INC
COM
19249H103
12949
1471500
SH
SOLE
0
0
1471500
CORVUS PHARMACEUTICALS INC
COM
221015100
55730
5379349
SH
SOLE
5379349
0
0
CTI BIOPHARMA CORP
COM NEW
12648L601
13400
5000000
SH
SOLE
5000000
0
0
DAVITA INC
COM
23918K108
34492
477400
SH
DFND
1
305300
0
172100
DBV TECHNOLOGIES S A
SPONSORED ADR
23306J101
14231
578500
SH
SOLE
0
0
578500
DECIPHERA PHARMACEUTICALS IN
COM
24344T101
26662
1176070
SH
DFND
1
423200
0
752870
DERMIRA INC
COM
24983L104
32848
1181168
SH
DFND
1
413570
0
767598
EDWARDS LIFESCIENCES CORP
COM
28176E108
126697
1124100
SH
DFND
1
503300
0
620800
EHEALTH INC
COM
28238P109
31869
1834700
SH
DFND
1
843200
0
991500
ENDO INTL PLC
SHS
G30401106
7939
1024386
SH
DFND
1
678400
0
345986
ENVISION HEALTHCARE CORP
COM
29414D100
30254
875400
SH
DFND
1
515100
0
360300
FLUIDIGM CORP DEL
COM
34385P108
9328
1583700
SH
DFND
1
215500
0
1368200
FLUIDIGM CORP DEL
NOTE 2.750% 2/0
34385PAA6
8302
10000000
PRN
DFND
1
4466000
0
5534000
GALAPAGOS NV
SPON ADR
36315X101
45660
486990
SH
DFND
1
186900
0
300090
GILEAD SCIENCES INC
COM
375558103
37367
521600
SH
DFND
1
157000
0
364600
GLAUKOS CORP
COM
377322102
21456
836500
SH
SOLE
836500
0
0
GLOBAL BLOOD THERAPEUTICS IN
COM
37890U108
84907
2157730
SH
DFND
1
1182700
0
975030
GW PHARMACEUTICALS PLC
ADS
36197T103
5861
44400
SH
SOLE
0
0
44400
HERON THERAPEUTICS INC
COM
427746102
11765
650000
SH
DFND
1
311000
0
339000
ILLUMINA INC
COM
452327109
71774
328500
SH
DFND
1
38800
0
289700
IMMUNOGEN INC
COM
45253H101
18167
2834126
SH
DFND
1
1318554
0
1515572
IMMUNOMEDICS INC
COM
452907108
136742
8461727
SH
DFND
1
5019776
0
3441951
INOTEK PHARMACEUTICALS CORP
NOTE 5.750% 8/0
45780VAB8
5918
7000000
PRN
DFND
1
3200000
0
3800000
INSMED INC
COM PAR $.01
457669307
46670
1496791
SH
DFND
1
859700
0
637091
INSYS THERAPEUTICS INC NEW
COM NEW
45824V209
52014
5406844
SH
DFND
1
2914000
0
2492844
INTEGRA LIFESCIENCES HLDGS C
COM NEW
457985208
34062
711710
SH
DFND
1
333300
0
378410
INTELLIA THERAPEUTICS INC
COM
45826J105
44930
2337684
SH
SOLE
2337684
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
56055
153600
SH
SOLE
0
0
153600
INVITAE CORP
COM
46185L103
13785
1518197
SH
SOLE
1518197
0
0
IOVANCE BIOTHERAPEUTICS INC
COM
462260100
44387
5548326
SH
DFND
1
3246226
0
2302100
IRONWOOD PHARMACEUTICALS INC
COM CL A
46333X108
5996
400000
SH
Call
DFND
1
186500
0
213500
IRONWOOD PHARMACEUTICALS INC
COM CL A
46333X108
67833
4525200
SH
DFND
1
2089300
0
2435900
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
81854
607900
SH
DFND
1
342300
0
265600
JOHNSON & JOHNSON
COM
478160104
65012
465300
SH
SOLE
465300
0
0
JUNO THERAPEUTICS INC
COM
48205A109
83886
1835188
SH
DFND
1
734980
0
1100208
KALA PHARMACEUTICALS INC
COM
483119103
43919
2375279
SH
SOLE
2375279
0
0
LILLY ELI & CO
COM
532457108
193244
2288000
SH
DFND
1
1014800
0
1273200
LOXO ONCOLOGY INC
COM
548862101
79213
94100036
SH
SOLE
94100036
0
0
MAGELLAN HEALTH INC
COM NEW
559079207
82632
855843
SH
DFND
1
404900
0
450943
MARINUS PHARMACEUTICALS INC
COM
56854Q101
4632
567600
SH
SOLE
567600
0
0
MEDIGUS LTD
SPONSORD ADR NEW
58471G201
79
60000
SH
SOLE
60000
0
0
MEDTRONIC PLC
SHS
G5960L103
20527
254200
SH
SOLE
254200
0
0
MERCK & CO INC
COM
58933Y105
204001
3625400
SH
DFND
1
1859500
0
1765900
MOMENTA PHARMACEUTICALS INC
COM
60877T100
15706
1125900
SH
SOLE
0
0
1125900
MYLAN N V
SHS EURO
N59465109
77609
1834300
SH
DFND
1
843100
0
991200
NABRIVA THERAPEUTICS PLC
SHS
G63637105
23439
3919600
SH
SOLE
3919600
0
0
NATERA INC
COM
632307104
14170
1576190
SH
SOLE
1576190
0
0
NEVRO CORP
COM
64157F103
61983
897791
SH
DFND
1
281100
0
616691
NOVELION THERAPEUTICS INC
COM NEW
67001K202
312
100000
SH
DFND
1
40120
0
59880
NOVO-NORDISK A S
ADR
670100205
17711
330000
SH
SOLE
0
0
330000
NOVUS THERAPEUTICS INC
COM
67011N105
10301
2537110
SH
SOLE
2537110
0
0
NUVASIVE INC
COM
670704105
12909
220700
SH
SOLE
0
0
220700
OBSEVA SA
COM
H5861P103
25430
2605531
SH
SOLE
2605531
0
0
OREXIGEN THERAPEUTICS INC
NOTE 2.750%12/0
686164AC8
1787
5210000
PRN
DFND
1
2210000
0
3000000
ORTHOPEDIATRICS CORP
COM
68752L100
8160
425200
SH
DFND
1
202100
0
223100
PFIZER INC
COM
717081103
35568
982000
SH
SOLE
982000
0
0
PIERIS PHARMACEUTICALS INC
COM
720795103
54810
7259620
SH
SOLE
7259620
0
0
PROQR THRAPEUTICS N V
SHS EURO
N71542109
4202
1302955
SH
DFND
1
640668
0
662287
PUMA BIOTECHNOLOGY INC
COM
74587V107
215941
2184535
SH
DFND
1
945689
0
1238846
RADIUS HEALTH INC
COM NEW
750469207
43579
1371700
SH
DFND
1
243000
0
1128700
REDHILL BIOPHARMA LTD
SPONSORED ADS
757468103
2904
564900
SH
SOLE
564900
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
321295
854600
SH
DFND
1
351200
0
503400
RHYTHM PHARMACEUTICALS INC
COM
76243J105
43519
2901295
SH
SOLE
2901295
0
0
SAREPTA THERAPEUTICS INC
COM
803607100
2782
50000
SH
Call
DFND
1
23500
0
26500
SAREPTA THERAPEUTICS INC
COM
803607100
5531
99400
SH
SOLE
0
0
99400
SCPHARMACEUTICALS INC
COM
810648105
41225
3409865
SH
SOLE
3409865
0
0
SELECT MED HLDGS CORP
COM
81619Q105
89560
5074200
SH
DFND
1
3066500
0
2007700
SELECTA BIOSCIENCES INC
COM
816212104
18078
1842797
SH
SOLE
1842797
0
0
SERES THERAPEUTICS INC
COM
81750R102
2225
219458
SH
SOLE
0
0
219458
SHIRE PLC
SPONSORED ADR
82481R106
42271
272508
SH
DFND
1
173900
0
98608
SIERRA ONCOLOGY INC
COM
82640U107
11950
3203704
SH
SOLE
3203704
0
0
SINOVAC BIOTECH LTD
SHS
P8696W104
22375
2839500
SH
DFND
1
1301200
0
1538300
STEADYMED LTD
SHS
M84920103
15711
4246196
SH
SOLE
4246196
0
0
STRYKER CORP
COM
863667101
44284
286000
SH
DFND
1
77000
0
209000
SYNDAX PHARMACEUTICALS INC
COM
87164F105
3828
437000
SH
SOLE
437000
0
0
SYNLOGIC INC
COM
87166L100
12755
1314996
SH
SOLE
1314996
0
0
TESARO INC
COM
881569107
5576
67281
SH
DFND
1
41395
0
25886
THERMO FISHER SCIENTIFIC INC
COM
883556102
73939
389400
SH
DFND
1
197600
0
191800
UNITEDHEALTH GROUP INC
COM
91324P102
52800
239500
SH
DFND
1
101300
0
138200
UNIVERSAL HLTH SVCS INC
CL B
913903100
19814
174800
SH
DFND
1
107000
0
67800
VALEANT PHARMACEUTICALS INTL
COM
91911K102
1596
76800
SH
SOLE
76800
0
0
VANDA PHARMACEUTICALS INC
COM
921659108
14711
967859
SH
SOLE
0
0
967859
VERONA PHARMA PLC
SPONSORED ADS
925050106
14843
1250396
SH
SOLE
1250396
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
260951
1741300
SH
DFND
1
714000
0
1027300
VIEWRAY INC
COM
92672L107
87586
9458567
SH
SOLE
9458567
0
0
WRIGHT MED GROUP N V
ORD SHS 0.03 PAR
N96617118
152116
6852068
SH
DFND
1
2778004
0
4074064
WRIGHT MED GROUP N V
RIGHT 03/01/2019
N96617126
13207
8746583
SH
SOLE
0
0
8746583
XENCOR INC
COM
98401F105
22404
1022100
SH
SOLE
0
0
1022100
XENON PHARMACEUTICALS INC
COM
98420N105
1793
634812
SH
SOLE
634812
0
0
XTANT MED HLDGS INC
COM
98420P100
272
4754386
SH
SOLE
4754386
0
0
ZAI LAB LTD
ADR
98887Q104
13973
658160
SH
SOLE
658160
0
0