0001172661-18-001239.txt : 20180515
0001172661-18-001239.hdr.sgml : 20180515
20180515161432
ACCESSION NUMBER: 0001172661-18-001239
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180515
DATE AS OF CHANGE: 20180515
EFFECTIVENESS DATE: 20180515
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: 18836646
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
03-31-2018
03-31-2018
false
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
05-15-2018
1
141
8065259
1
0001157524
028-10410
ORBIMED CAPITAL LLC
INFORMATION TABLE
2
infotable.xml
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COM
002824100
23614
394100
SH
DFND
1
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ABBVIE INC
COM
00287Y109
144578
1527500
SH
DFND
1
434400
0
1093100
ACADIA PHARMACEUTICALS INC
COM
004225108
75066
3340700
SH
DFND
1
514800
0
2825900
ADAPTIMMUNE THERAPEUTICS PLC
SPONDS ADR
00653A107
9732
866593
SH
SOLE
866593
0
0
AEGERION PHARMACEUTICALS INC
NOTE 2.000% 8/1
00767EAB8
12040
15000000
PRN
DFND
1
3098000
0
11902000
AEGLEA BIOTHERAPEUTICS INC
COM
00773J103
14578
1469524
SH
SOLE
1469524
0
0
AERIE PHARMACEUTICALS INC
COM
00771V108
102212
1884100
SH
DFND
1
303200
0
1580900
AFFIMED N V
COM
N01045108
604
326650
SH
SOLE
326650
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AGILENT TECHNOLOGIES INC
COM
00846U101
189789
2836900
SH
DFND
1
668000
0
2168900
ALEXION PHARMACEUTICALS INC
COM
015351109
5573
50000
SH
Call
DFND
1
11500
0
38500
ALEXION PHARMACEUTICALS INC
COM
015351109
364282
3268275
SH
DFND
1
687500
0
2580775
ALIMERA SCIENCES INC
COM
016259103
258
250000
SH
DFND
1
25000
0
225000
ALKERMES PLC
SHS
G01767105
8404
145000
SH
SOLE
0
0
145000
ALLERGAN PLC
SHS
G0177J108
116727
693605
SH
DFND
1
183531
0
510074
ALNYLAM PHARMACEUTICALS INC
COM
02043Q107
150777
1265966
SH
DFND
1
237300
0
1028666
ALPINE IMMUNE SCIENCES INC
COM
02083G100
26388
3298516
SH
SOLE
3298516
0
0
AMEDISYS INC
COM
023436108
12521
207500
SH
SOLE
0
0
207500
AMGEN INC
COM
031162100
75916
445310
SH
DFND
1
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0
336862
AMICUS THERAPEUTICS INC
COM
03152W109
106370
7072500
SH
DFND
1
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ARGENX SE
SPONSORED ADR
04016X101
40220
500000
SH
SOLE
0
0
500000
ARMO BIOSCIENCES INC
COM
04225U104
154088
4118903
SH
SOLE
4118903
0
0
ARRAY BIOPHARMA INC
COM
04269X105
79983
4900900
SH
DFND
1
871600
0
4029300
ARSANIS INC
COM
042873109
42781
1868966
SH
SOLE
1868966
0
0
ASCENDIS PHARMA A S
SPONSORED ADR
04351P101
220222
3367315
SH
DFND
1
2717315
0
650000
ASSEMBLY BIOSCIENCES INC
COM
045396108
35438
721166
SH
SOLE
0
0
721166
ATHENEX INC
COM
04685N103
7314
430000
SH
SOLE
0
0
430000
AUDENTES THERAPEUTICS INC
COM
05070R104
105839
3522100
SH
SOLE
3522100
0
0
AURINIA PHARMACEUTICALS INC
COM
05156V102
3250
626275
SH
SOLE
0
0
626275
BEIGENE LTD
SPONSORED ADR
07725L102
59623
354900
SH
DFND
1
63000
0
291900
BIOGEN INC
COM
09062X103
284882
1040400
SH
DFND
1
208600
0
831800
BIOHAVEN PHARMACTL HLDG CO L
COM
G11196105
1288
50000
SH
Put
DFND
1
16000
0
34000
BIOLINERX LTD
SPONSORED ADR
09071M106
904
1038600
SH
SOLE
1038600
0
0
BIOMARIN PHARMACEUTICAL INC
COM
09061G101
11796
145500
SH
SOLE
0
0
145500
BIOMARIN PHARMACEUTICAL INC
NOTE 0.750%10/1
09061GAE1
515
500000
PRN
SOLE
0
0
500000
BIOMARIN PHARMACEUTICAL INC
NOTE 1.500%10/1
09061GAF8
553
500000
PRN
SOLE
0
0
500000
BLUEBIRD BIO INC
COM
09609G100
59011
345600
SH
DFND
1
41300
0
304300
BOSTON SCIENTIFIC CORP
COM
101137107
283521
10377795
SH
DFND
1
2398200
0
7979595
BRISTOL MYERS SQUIBB CO
COM
110122108
232463
3675300
SH
DFND
1
735800
0
2939500
BRISTOL MYERS SQUIBB CO
COM
110122108
12650
200000
SH
Call
DFND
1
46000
0
154000
CELGENE CORP
COM
151020104
235001
2634250
SH
DFND
1
604900
0
2029350
CIGNA CORPORATION
COM
125509109
32256
192300
SH
DFND
1
59700
0
132600
CLEMENTIA PHARMACEUTICALS IN
COM
185575107
157942
10425225
SH
SOLE
10425225
0
0
CLOVIS ONCOLOGY INC
COM
189464100
123070
2330870
SH
DFND
1
514800
0
1816070
CLOVIS ONCOLOGY INC
COM
189464100
3432
65000
SH
Call
DFND
1
15000
0
50000
COHERUS BIOSCIENCES INC
COM
19249H103
16208
1466800
SH
SOLE
0
0
1466800
CORVUS PHARMACEUTICALS INC
COM
221015100
68806
5967584
SH
SOLE
5967584
0
0
CRISPR THERAPEUTICS AG
NAMEN AKT
H17182108
4772
104401
SH
DFND
1
19800
0
84601
CTI BIOPHARMA CORP
COM NEW
12648L601
19500
5000000
SH
SOLE
5000000
0
0
DAVITA INC
COM
23918K108
102840
1559600
SH
DFND
1
396900
0
1162700
DBV TECHNOLOGIES S A
SPONSORED ADR
23306J101
9475
410700
SH
SOLE
0
0
410700
DECIPHERA PHARMACEUTICALS IN
COM
24344T101
30719
1532900
SH
DFND
1
219000
0
1313900
DENTSPLY SIRONA INC
COM
24906P109
11320
225000
SH
DFND
1
51000
0
174000
EDWARDS LIFESCIENCES CORP
COM
28176E108
142952
1024600
SH
DFND
1
236400
0
788200
EHEALTH INC
COM
28238P109
26255
1834700
SH
SOLE
0
0
1834700
ENVISION HEALTHCARE CORP
COM
29414D100
33642
875400
SH
DFND
1
190800
0
684600
EXELIXIS INC
COM
30161Q104
3323
150000
SH
Call
DFND
1
34000
0
116000
FLUIDIGM CORP DEL
COM
34385P108
9249
1583700
SH
DFND
1
59600
0
1524100
FLUIDIGM CORP DEL
NOTE 2.750% 2/0
34385PAA6
8475
10000000
PRN
SOLE
0
0
10000000
FOAMIX PHARMACEUTICALS LTD
SHS
M46135105
5643
1100000
SH
SOLE
0
0
1100000
FOAMIX PHARMACEUTICALS LTD
SHS
M46135105
770
150000
SH
Call
DFND
1
34000
0
116000
GALAPAGOS NV
SPON ADR
36315X101
48582
486990
SH
DFND
1
68500
0
418490
GILEAD SCIENCES INC
COM
375558103
27487
364600
SH
SOLE
0
0
364600
GLOBAL BLOOD THERAPEUTICS IN
COM
37890U108
70833
1466530
SH
DFND
1
317700
0
1148830
GW PHARMACEUTICALS PLC
ADS
36197T103
8338
74000
SH
SOLE
0
0
74000
HCA HEALTHCARE INC
COM
40412C101
46793
482400
SH
DFND
1
118200
0
364200
HERON THERAPEUTICS INC
COM
427746102
31458
1139800
SH
SOLE
0
0
1139800
ILLUMINA INC
COM
452327109
67261
284500
SH
DFND
1
70600
0
213900
IMMUNOGEN INC
COM
45253H101
15825
1504270
SH
DFND
1
213700
0
1290570
IMMUNOMEDICS INC
COM
452907108
83434
5710774
SH
DFND
1
1289703
0
4421071
INOTEK PHARMACEUTICALS CORP
NOTE 5.750% 8/0
45780VAB8
6772
7000000
PRN
SOLE
0
0
7000000
INSMED INC
COM PAR $.01
457669307
65936
2927891
SH
DFND
1
494900
0
2432991
INSMED INC
NOTE 1.750% 1/1
457669AA7
23485
26500000
PRN
DFND
1
7456000
0
19044000
INSYS THERAPEUTICS INC NEW
COM NEW
45824V209
21210
3511544
SH
DFND
1
708500
0
2803044
INTELLIA THERAPEUTICS INC
COM
45826J105
23473
1113000
SH
SOLE
1113000
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
42109
102000
SH
DFND
1
32200
0
69800
INVITAE CORP
COM
46185L103
7120
1518197
SH
SOLE
1518197
0
0
IOVANCE BIOTHERAPEUTICS INC
COM
462260100
93767
5548326
SH
DFND
1
1337800
0
4210526
IRONWOOD PHARMACEUTICALS INC
COM CL A
46333X108
45198
2929250
SH
DFND
1
667500
0
2261750
IRONWOOD PHARMACEUTICALS INC
COM CL A
46333X108
2315
150000
SH
Call
DFND
1
34500
0
115500
JAZZ PHARMACEUTICALS PLC
SHS USD
G50871105
157045
1040100
SH
DFND
1
234300
0
805800
JOHNSON & JOHNSON
COM
478160104
59628
465300
SH
SOLE
465300
0
0
K2M GROUP HLDGS INC
COM
48273J107
15979
843205
SH
DFND
1
195700
0
647505
KALA PHARMACEUTICALS INC
COM
483119103
54579
3447840
SH
SOLE
3447840
0
0
LIFEPOINT HEALTH INC
COM
53219L109
42433
902825
SH
DFND
1
184100
0
718725
LOXO ONCOLOGY INC
COM
548862101
108563
941000
SH
SOLE
941000
0
0
MAGELLAN HEALTH INC
COM NEW
559079207
60388
563843
SH
DFND
1
101500
0
462343
MARINUS PHARMACEUTICALS INC
COM
56854Q101
2168
567600
SH
SOLE
567600
0
0
MEDIGUS LTD
SPONSORD ADR NEW
58471G201
76
60000
SH
SOLE
60000
0
0
MEDNAX INC
COM
58502B106
20583
370000
SH
DFND
1
120000
0
250000
MERCK & CO INC
COM
58933Y105
288048
5288200
SH
DFND
1
1456000
0
3832200
MYLAN N V
SHS EURO
N59465109
75518
1834300
SH
DFND
1
408900
0
1425400
MYLAN N V
SHS EURO
N59465109
10293
250000
SH
Call
DFND
1
56500
0
193500
NABRIVA THERAPEUTICS PLC
SHS
G63637105
19716
3919600
SH
SOLE
3919600
0
0
NATERA INC
COM
632307104
14611
1576190
SH
SOLE
1576190
0
0
NEUROCRINE BIOSCIENCES INC
COM
64125C109
6220
75000
SH
SOLE
0
0
75000
NEVRO CORP
COM
64157F103
109212
1260091
SH
DFND
1
267900
0
992191
NOVELION THERAPEUTICS INC
COM NEW
67001K202
350
100000
SH
DFND
1
10000
0
90000
NOVO-NORDISK A S
ADR
670100205
9850
200000
SH
Call
DFND
1
45500
0
154500
NOVO-NORDISK A S
ADR
670100205
16253
330000
SH
SOLE
0
0
330000
NOVUS THERAPEUTICS INC
COM
67011N105
12787
2537110
SH
SOLE
2537110
0
0
OBSEVA SA
COM
H5861P103
35162
2605531
SH
SOLE
2605531
0
0
ORTHOPEDIATRICS CORP
COM
68752L100
6404
425200
SH
SOLE
0
0
425200
PFIZER INC
COM
717081103
34851
982000
SH
SOLE
982000
0
0
PIERIS PHARMACEUTICALS INC
COM
720795103
37851
5550000
SH
SOLE
5550000
0
0
PROQR THRAPEUTICS N V
SHS EURO
N71542109
4007
1302955
SH
DFND
1
85783
0
1217172
PUMA BIOTECHNOLOGY INC
COM
74587V107
179765
2641661
SH
DFND
1
496446
0
2145215
RADIUS HEALTH INC
COM NEW
750469207
27419
762900
SH
DFND
1
59700
0
703200
REDHILL BIOPHARMA LTD
SPONSORED ADS
757468103
2909
564900
SH
SOLE
564900
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
331584
962900
SH
DFND
1
182600
0
780300
RESTORBIO INC
COM
76133L103
46275
4830387
SH
SOLE
4830387
0
0
RHYTHM PHARMACEUTICALS INC
COM
76243J105
57736
2901295
SH
SOLE
2901295
0
0
ROCKET PHARMACEUTICALS INC
COM
77313F106
14531
775000
SH
SOLE
0
0
775000
SAREPTA THERAPEUTICS INC
COM
803607100
3705
50000
SH
Call
DFND
1
11500
0
38500
SAREPTA THERAPEUTICS INC
COM
803607100
23827
321600
SH
DFND
1
74800
0
246800
SCPHARMACEUTICALS INC
COM
810648105
42282
3409865
SH
SOLE
3409865
0
0
SELECT MED HLDGS CORP
COM
81619Q105
87530
5074200
SH
DFND
1
1248800
0
3825400
SELECTA BIOSCIENCES INC
COM
816212104
18778
1842797
SH
SOLE
1842797
0
0
SERES THERAPEUTICS INC
COM
81750R102
699
95214
SH
SOLE
0
0
95214
SHIRE PLC
SPONSORED ADR
82481R106
97150
650308
SH
DFND
1
187000
0
463308
SIERRA ONCOLOGY INC
COM
82640U107
4562
2203704
SH
SOLE
2203704
0
0
SINOVAC BIOTECH LTD
SHS
P8696W104
24448
2839500
SH
SOLE
0
0
2839500
STEADYMED LTD
SHS
M84920103
13800
4246196
SH
SOLE
4246196
0
0
STRYKER CORP
COM
863667101
38025
236300
SH
DFND
1
77000
0
159300
SYNDAX PHARMACEUTICALS INC
COM
87164F105
6219
437000
SH
SOLE
437000
0
0
SYNLOGIC INC
COM
87166L100
19041
2029996
SH
SOLE
2029996
0
0
TELEFLEX INC
COM
879369106
29833
117000
SH
DFND
1
27000
0
90000
TENET HEALTHCARE CORP
COM NEW
88033G407
101591
4189300
SH
DFND
1
1011700
0
3177600
TESARO INC
COM
881569107
3844
67281
SH
DFND
1
17934
0
49347
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADR
881624209
3418
200000
SH
Put
DFND
1
45200
0
154800
THERMO FISHER SCIENTIFIC INC
COM
883556102
80396
389400
SH
DFND
1
104400
0
285000
TRIPLE-S MGMT CORP
CL B
896749108
14795
566000
SH
SOLE
0
0
566000
UNIVERSAL HLTH SVCS INC
CL B
913903100
91519
772900
SH
DFND
1
191400
0
581500
VERONA PHARMA PLC
SPONSORED ADS
925050106
25008
1250396
SH
SOLE
1250396
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
302263
1854600
SH
DFND
1
338700
0
1515900
VIEWRAY INC
COM
92672L107
60819
9458567
SH
SOLE
9458567
0
0
WRIGHT MED GROUP N V
ORD SHS 0.03 PAR
N96617118
135945
6852068
SH
DFND
1
1149659
0
5702409
WRIGHT MED GROUP N V
RIGHT 03/01/2019
N96617126
11983
8746583
SH
SOLE
0
0
8746583
XENCOR INC
COM
98401F105
18363
612500
SH
SOLE
0
0
612500
XENON PHARMACEUTICALS INC
COM
98420N105
3111
634812
SH
SOLE
634812
0
0
XTANT MED HLDGS INC
COM NEW
98420P308
72643
9207012
SH
SOLE
9207012
0
0
ZAI LAB LTD
ADR
98887Q104
14052
658160
SH
SOLE
658160
0
0