0001172661-19-001382.txt : 20190515
0001172661-19-001382.hdr.sgml : 20190515
20190515162448
ACCESSION NUMBER: 0001172661-19-001382
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190515
DATE AS OF CHANGE: 20190515
EFFECTIVENESS DATE: 20190515
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: 19828621
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
03-31-2019
03-31-2019
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
05-15-2019
1
124
6459711
1
0001157524
028-10410
ORBIMED CAPITAL LLC
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
49195
615400
SH
DFND
1
250000
0
365400
ADAPTIMMUNE THERAPEUTICS PLC
SPONDS ADR
00653A107
5808
1350655
SH
SOLE
1350655
0
0
ADVERUM BIOTECHNOLOGIES INC
COM
00773U108
6514
1243200
SH
SOLE
0
0
1243200
AEGERION PHARMACEUTICALS INC
NOTE 2.000% 8/1
00767EAB8
1381
2000000
PRN
DFND
1
419600
0
1580400
AEGLEA BIOTHERAPEUTICS INC
COM
00773J103
17432
2165524
SH
SOLE
2165524
0
0
AERIE PHARMACEUTICALS INC
COM
00771V108
2755
58000
SH
SOLE
0
0
58000
AERPIO PHARMACEUTICALS INC
COM
00810B105
4680
5193946
SH
SOLE
5193946
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
64200
798700
SH
DFND
1
210200
0
588500
ALECTOR INC
COM
014442107
246773
13182329
SH
DFND
1
12890829
0
291500
ALEXION PHARMACEUTICALS INC
COM
015351109
264574
1957200
SH
DFND
1
398400
0
1558800
ALPINE IMMUNE SCIENCES INC
COM
02083G100
25183
3670955
SH
SOLE
3670955
0
0
AMARIN CORP PLC
SPONS ADR NEW
023111206
7266
350000
SH
Call
DFND
1
79000
0
271000
AMARIN CORP PLC
SPONS ADR NEW
023111206
9707
467600
SH
SOLE
0
0
467600
AMGEN INC
COM
031162100
23197
122100
SH
SOLE
0
0
122100
AMICUS THERAPEUTICS INC
COM
03152W109
7049
518309
SH
SOLE
0
0
518309
ANTHEM INC
COM
036752103
93326
325200
SH
DFND
1
88300
0
236900
APELLIS PHARMACEUTICALS INC
COM
03753U106
1463
75000
SH
Call
DFND
1
17000
0
58000
APELLIS PHARMACEUTICALS INC
COM
03753U106
34365
1762300
SH
SOLE
0
0
1762300
ARGENX SE
SPONSORED ADR
04016X101
45105
361300
SH
SOLE
0
0
361300
ARVINAS INC
COM
04335A105
39539
2678810
SH
DFND
1
1916310
0
762500
ASCENDIS PHARMA A S
SPONSORED ADR
04351P101
467348
3970673
SH
DFND
1
3397673
0
573000
ASSEMBLY BIOSCIENCES INC
COM
045396108
19614
996123
SH
SOLE
0
0
996123
ATHENEX INC
COM
04685N103
5268
430000
SH
SOLE
0
0
430000
AUDENTES THERAPEUTICS INC
COM
05070R104
70821
1815000
SH
SOLE
1815000
0
0
AURINIA PHARMACEUTICALS INC
COM
05156V102
20474
3149810
SH
SOLE
0
0
3149810
AVEDRO INC
COM
05355N109
52026
4240128
SH
SOLE
4240128
0
0
AVROBIO INC
COM
05455M100
4379
198583
SH
SOLE
0
0
198583
BAUSCH HEALTH COS INC
COM
071734107
92395
3740700
SH
DFND
1
873400
0
2867300
BEIGENE LTD
SPONSORED ADR
07725L102
37290
282500
SH
DFND
1
55200
0
227300
BIOGEN INC
COM
09062X103
20731
87700
SH
SOLE
0
0
87700
BIOLINERX LTD
SPONSORED ADS
09071M106
447
1038600
SH
SOLE
1038600
0
0
BIOMARIN PHARMACEUTICAL INC
COM
09061G101
22208
250000
SH
Put
DFND
1
58000
0
192000
BIOMARIN PHARMACEUTICAL INC
COM
09061G101
6795
76500
SH
SOLE
0
0
76500
BOSTON SCIENTIFIC CORP
COM
101137107
222236
5790400
SH
DFND
1
1500700
0
4289700
BRISTOL MYERS SQUIBB CO
COM
110122108
57013
1195000
SH
DFND
1
423400
0
771600
CAREDX INC
COM
14167L103
26086
827600
SH
DFND
1
189700
0
637900
CELGENE CORP
COM
151020104
27830
295000
SH
SOLE
0
0
295000
CIGNA CORP NEW
COM
125523100
40623
252600
SH
DFND
1
91000
0
161600
CLEMENTIA PHARMACEUTICALS IN
COM
185575107
272098
10425225
SH
SOLE
10425225
0
0
CLOVIS ONCOLOGY INC
COM
189464100
70298
2832300
SH
DFND
1
490000
0
2342300
CONSTELLATION PHARMCETICLS I
COM
210373106
11326
835842
SH
SOLE
835842
0
0
CORVUS PHARMACEUTICALS INC
COM
221015100
23990
5967584
SH
SOLE
5967584
0
0
CRINETICS PHARMACEUTICALS IN
COM
22663K107
43569
1914282
SH
SOLE
1914282
0
0
CTI BIOPHARMA CORP
COM NEW
12648L601
4851
5000000
SH
SOLE
5000000
0
0
CYMABAY THERAPEUTICS INC
COM
23257D103
24899
1874955
SH
SOLE
0
0
1874955
DECIPHERA PHARMACEUTICALS IN
COM
24344T101
83978
3618171
SH
DFND
1
548800
0
3069371
DEXCOM INC
COM
252131107
16519
138700
SH
DFND
1
34300
0
104400
EDWARDS LIFESCIENCES CORP
COM
28176E108
136801
715000
SH
DFND
1
163800
0
551200
EHEALTH INC
COM
28238P109
73637
1181214
SH
DFND
1
150000
0
1031214
ENANTA PHARMACEUTICALS INC
COM
29251M106
22266
233100
SH
SOLE
0
0
233100
ENDO INTL PLC
SHS
G30401106
49509
6165464
SH
DFND
1
1125200
0
5040264
EXELIXIS INC
COM
30161Q104
66685
2801900
SH
DFND
1
410200
0
2391700
FOAMIX PHARMACEUTICALS LTD
SHS
M46135105
19482
5195330
SH
SOLE
0
0
5195330
GENFIT S A
ADS
372279109
29528
1230314
SH
DFND
1
290000
0
940314
GILEAD SCIENCES INC
COM
375558103
28851
443800
SH
SOLE
0
0
443800
GUARDANT HEALTH INC
COM
40131M109
117693
1534464
SH
SOLE
1534464
0
0
HARPOON THERAPEUTICS INC
COM
41358P106
23167
2446409
SH
DFND
1
1360704
0
1085705
HERON THERAPEUTICS INC
COM
427746102
26126
1069000
SH
SOLE
0
0
1069000
HUMANA INC
COM
444859102
55940
210300
SH
DFND
1
58000
0
152300
ILLUMINA INC
COM
452327109
70620
227300
SH
DFND
1
53600
0
173700
IMMUNOMEDICS INC
COM
452907108
82034
4270403
SH
DFND
1
958903
0
3311500
INSPIRE MED SYS INC
COM
457730109
83523
1471000
SH
SOLE
1471000
0
0
INTELLIA THERAPEUTICS INC
COM
45826J105
6449
377600
SH
SOLE
377600
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
119993
210300
SH
DFND
1
51400
0
158900
INVITAE CORP
COM
46185L103
5200
222017
SH
SOLE
222017
0
0
IOVANCE BIOTHERAPEUTICS INC
COM
462260100
52765
5548326
SH
DFND
1
1337800
0
4210526
KALA PHARMACEUTICALS INC
COM
483119103
28514
3447840
SH
SOLE
3447840
0
0
KALVISTA PHARMACEUTICALS INC
COM
483497103
2590
90500
SH
SOLE
0
0
90500
KRYSTAL BIOTECH INC
COM
501147102
1948
59210
SH
SOLE
0
0
59210
LOGICBIO THERAPEUTICS INC
COM
54142F102
63892
6466783
SH
SOLE
6466783
0
0
MARINUS PHARMACEUTICALS INC
COM
56854Q101
1664
398101
SH
SOLE
398101
0
0
MEDIGUS LTD
SPONSORED ADS
58471G300
44
15000
SH
SOLE
15000
0
0
MEIRAGTX HOLDINGS PLC
COM
G59665102
42390
2460251
SH
SOLE
0
0
2460251
MENLO THERAPEUTICS INC
COM
586858102
4976
633920
SH
SOLE
0
0
633920
MERCK & CO INC
COM
58933Y105
213755
2570100
SH
DFND
1
723400
0
1846700
MERSANA THERAPEUTICS INC
COM
59045L106
9947
1891119
SH
SOLE
0
0
1891119
MYLAN N V
SHS EURO
N59465109
137783
4861800
SH
DFND
1
1028600
0
3833200
MYOKARDIA INC
COM
62857M105
47134
906600
SH
DFND
1
176600
0
730000
NABRIVA THERAPEUTICS PLC
SHS
G63637105
11333
4644600
SH
SOLE
4644600
0
0
NATERA INC
COM
632307104
22220
1077586
SH
DFND
1
684086
0
393500
NEUROCRINE BIOSCIENCES INC
COM
64125C109
161505
1833200
SH
DFND
1
322500
0
1510700
NOVO-NORDISK A S
ADR
670100205
17262
330000
SH
SOLE
0
0
330000
NOVUS THERAPEUTICS INC
COM
67011N105
10199
2537110
SH
SOLE
2537110
0
0
NUVECTRA CORP
COM
67075N108
3854
350000
SH
SOLE
0
0
350000
OBSEVA SA
COM
H5861P103
33325
2605531
SH
SOLE
2605531
0
0
PRINCIPIA BIOPHARMA INC
COM
74257L108
88594
2605713
SH
SOLE
2605713
0
0
PROQR THRAPEUTICS N V
SHS EURO
N71542109
27491
1982031
SH
DFND
1
337731
0
1644300
PROTHENA CORP PLC
SHS
G72800108
29540
2435278
SH
DFND
1
479300
0
1955978
PTC THERAPEUTICS INC
COM
69366J200
57202
1519700
SH
DFND
1
281000
0
1238700
PUMA BIOTECHNOLOGY INC
COM
74587V107
72925
1880000
SH
DFND
1
364600
0
1515400
REALM THERAPEUTICS PLC
SPONSORED ADS
75606L103
3933
1021484
SH
SOLE
1021484
0
0
RECRO PHARMA INC
COM
75629F109
255
43499
SH
SOLE
43499
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
88201
214800
SH
DFND
1
41700
0
173100
RESTORBIO INC
COM
76133L103
32943
4830387
SH
SOLE
4830387
0
0
RHYTHM PHARMACEUTICALS INC
COM
76243J105
21580
787300
SH
SOLE
787300
0
0
SAREPTA THERAPEUTICS INC
COM
803607100
98737
828400
SH
DFND
1
129400
0
699000
SCPHARMACEUTICALS INC
COM
810648105
10230
3409865
SH
SOLE
3409865
0
0
SELECTA BIOSCIENCES INC
COM
816212104
6823
2879064
SH
SOLE
2879064
0
0
SI BONE INC
COM
825704109
18564
985368
SH
SOLE
985368
0
0
SIERRA ONCOLOGY INC
COM
82640U107
542
317104
SH
SOLE
317104
0
0
SINOVAC BIOTECH LTD
SHS
P8696W104
18372
2839500
SH
SOLE
0
0
2839500
SPDR S&P 500 ETF TR
TR UNIT
78462F103
14124
50000
SH
Put
DFND
1
11000
0
39000
SPERO THERAPEUTICS INC
COM
84833T103
6501
507471
SH
SOLE
0
0
507471
STRYKER CORP
COM
863667101
10666
54000
SH
SOLE
54000
0
0
SYNDAX PHARMACEUTICALS INC
COM
87164F105
1113
212000
SH
SOLE
212000
0
0
SYNLOGIC INC
COM
87166L100
15408
2029996
SH
SOLE
2029996
0
0
SYNTHORX INC
COM
87167A103
108294
5316355
SH
SOLE
5316355
0
0
TAKEDA PHARMACEUTICAL CO LTD
SPONSORED ADS
874060205
15278
750000
SH
DFND
1
172000
0
578000
TAKEDA PHARMACEUTICAL CO LTD
SPONSORED ADS
874060205
20370
1000000
SH
Call
DFND
1
70000
0
930000
TANDEM DIABETES CARE INC
COM NEW
875372203
40088
631300
SH
DFND
1
148300
0
483000
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADS
881624209
63959
4079000
SH
DFND
1
867600
0
3211400
THERMO FISHER SCIENTIFIC INC
COM
883556102
122435
447300
SH
DFND
1
108400
0
338900
TRICIDA INC
COM
89610F101
420544
10889280
SH
SOLE
10889280
0
0
VERONA PHARMA PLC
SPONSORED ADS
925050106
8128
1250396
SH
SOLE
1250396
0
0
VERRICA PHARMACEUTICALS INC
COM
92511W108
15996
1479733
SH
SOLE
1479733
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
175727
955300
SH
DFND
1
156900
0
798400
VIEWRAY INC
COM
92672L107
38051
5149019
SH
SOLE
5149019
0
0
WAVE LIFE SCIENCES LTD
SHS
Y95308105
6993
180000
SH
Put
DFND
1
40500
0
139500
WRIGHT MED GROUP N V
ORD SHS
N96617118
131706
4187799
SH
DFND
1
967749
0
3220050
WRIGHT MED GROUP N V
ORD SHS
N96617118
7863
250000
SH
Call
DFND
1
57500
0
192500
X4 PHARMACEUTICALS INC
COM
98420X103
5423
311493
SH
SOLE
311493
0
0
XENON PHARMACEUTICALS INC
COM
98420N105
6450
634812
SH
SOLE
634812
0
0
XTANT MED HLDGS INC
COM NEW
98420P308
28081
9207012
SH
SOLE
9207012
0
0
ZAI LAB LTD
ADR
98887Q104
41353
1401318
SH
SOLE
1401318
0
0