0001172661-19-001883.txt : 20190814
0001172661-19-001883.hdr.sgml : 20190814
20190814165732
ACCESSION NUMBER: 0001172661-19-001883
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190814
DATE AS OF CHANGE: 20190814
EFFECTIVENESS DATE: 20190814
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: 191027343
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
LIVE
false
true
false
0001055951
XXXXXXXX
06-30-2019
06-30-2019
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
08-14-2019
1
128
6457032
1
0001157524
028-10410
ORBIMED CAPITAL LLC
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
78886
938000
SH
DFND
1
337000
0
601000
ABBVIE INC
COM
00287Y109
14544
200000
SH
Call
DFND
1
44500
0
155500
ACADIA PHARMACEUTICALS INC
COM
004225108
2724
101900
SH
SOLE
0
0
101900
ADAPTIMMUNE THERAPEUTICS PLC
SPONDS ADR
00653A107
5430
1350655
SH
SOLE
1350655
0
0
ADAPTIVE BIOTECHNOLOGIES COR
COM
00650F109
5796
120000
SH
DFND
1
23900
0
96100
ADVERUM BIOTECHNOLOGIES INC
COM
00773U108
23307
1960200
SH
SOLE
0
0
1960200
AEGLEA BIOTHERAPEUTICS INC
COM
00773J103
14834
2165524
SH
SOLE
2165524
0
0
AERPIO PHARMACEUTICALS INC
COM
00810B105
4726
5193946
SH
SOLE
5193946
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
66695
893200
SH
DFND
1
304700
0
588500
ALCON INC
ORD SHS
H01301128
21682
351380
SH
DFND
1
125800
0
225580
ALECTOR INC
COM
014442107
250464
13182329
SH
DFND
1
12890829
0
291500
ALEXION PHARMACEUTICALS INC
COM
015351109
252279
1926085
SH
DFND
1
398400
0
1527685
ALPINE IMMUNE SCIENCES INC
COM
02083G100
15455
3670955
SH
SOLE
3670955
0
0
AMARIN CORP PLC
SPONS ADR NEW
023111206
13914
717600
SH
DFND
1
56500
0
661100
AMGEN INC
COM
031162100
22501
122100
SH
SOLE
0
0
122100
AMICUS THERAPEUTICS INC
COM
03152W109
6468
518309
SH
SOLE
0
0
518309
ANTHEM INC
COM
036752103
102047
361600
SH
DFND
1
110800
0
250800
APELLIS PHARMACEUTICALS INC
COM
03753U106
46213
1823700
SH
SOLE
0
0
1823700
APELLIS PHARMACEUTICALS INC
COM
03753U106
1901
75000
SH
Call
DFND
1
17000
0
58000
ARENA PHARMACEUTICALS INC
COM NEW
040047607
6449
110000
SH
SOLE
0
0
110000
ARGENX SE
SPONSORED ADR
04016X101
43946
310400
SH
SOLE
0
0
310400
ARQULE INC
COM
04269E107
11010
1000000
SH
SOLE
0
0
1000000
ARVINAS INC
COM
04335A105
58907
2678810
SH
DFND
1
1916310
0
762500
ASCENDIS PHARMA A S
SPONSORED ADR
04351P101
442944
3846673
SH
DFND
1
3397673
0
449000
ASSEMBLY BIOSCIENCES INC
COM
045396108
7063
523600
SH
SOLE
0
0
523600
ATHENEX INC
COM
04685N103
76035
3840130
SH
SOLE
0
0
3840130
AUDENTES THERAPEUTICS INC
COM
05070R104
64857
1713069
SH
SOLE
1713069
0
0
AURINIA PHARMACEUTICALS INC
COM
05156V102
23234
3531002
SH
SOLE
0
0
3531002
AVEDRO INC
COM
05355N109
83276
4240128
SH
SOLE
4240128
0
0
AVROBIO INC
COM
05455M100
1724
106000
SH
SOLE
0
0
106000
BAUSCH HEALTH COS INC
COM
071734107
94340
3740700
SH
DFND
1
873400
0
2867300
BIOGEN INC
COM
09062X103
20510
87700
SH
SOLE
0
0
87700
BIOLINERX LTD
SPONSORED ADS
09071M106
379
1038600
SH
SOLE
1038600
0
0
BIOMARIN PHARMACEUTICAL INC
COM
09061G101
6424
75000
SH
DFND
1
17000
0
58000
BIOMARIN PHARMACEUTICAL INC
COM
09061G101
6424
75000
SH
Put
DFND
1
17500
0
57500
BOSTON SCIENTIFIC CORP
COM
101137107
290222
6752500
SH
DFND
1
1682300
0
5070200
BRISTOL MYERS SQUIBB CO
COM
110122108
61005
1345200
SH
DFND
1
307000
0
1038200
BRISTOL MYERS SQUIBB CO
COM
110122108
22675
500000
SH
Call
DFND
1
112500
0
387500
CAREDX INC
COM
14167L103
29785
827600
SH
DFND
1
189700
0
637900
CIGNA CORP NEW
COM
125523100
39797
252600
SH
DFND
1
91000
0
161600
CLOVIS ONCOLOGY INC
COM
189464100
28450
1913234
SH
DFND
1
332200
0
1581034
CONSTELLATION PHARMCETICLS I
COM
210373106
10264
835842
SH
SOLE
835842
0
0
CORVUS PHARMACEUTICALS INC
COM
221015100
24556
6565685
SH
SOLE
6565685
0
0
CRINETICS PHARMACEUTICALS IN
COM
22663K107
50982
2039282
SH
SOLE
2039282
0
0
CTI BIOPHARMA CORP
COM
12648L601
4297
5000000
SH
SOLE
5000000
0
0
DECIPHERA PHARMACEUTICALS IN
COM
24344T101
81590
3618171
SH
DFND
1
548800
0
3069371
DEXCOM INC
COM
252131107
39393
262900
SH
DFND
1
59700
0
203200
DYNAVAX TECHNOLOGIES CORP
COM NEW
268158201
2328
583500
SH
SOLE
0
0
583500
EDWARDS LIFESCIENCES CORP
COM
28176E108
132089
715000
SH
DFND
1
163800
0
551200
EHEALTH INC
COM
28238P109
78335
909814
SH
DFND
1
103000
0
806814
ENDO INTL PLC
SHS
G30401106
25402
6165464
SH
DFND
1
1125200
0
5040264
EXELIXIS INC
COM
30161Q104
83619
3912900
SH
DFND
1
555200
0
3357700
FLEXION THERAPEUTICS INC
COM
33938J106
1106
89919
SH
SOLE
0
0
89919
FOAMIX PHARMACEUTICALS LTD
SHS
M46135105
12365
5195330
SH
SOLE
0
0
5195330
GENFIT S A
ADS
372279109
22231
1125607
SH
DFND
1
265290
0
860317
GILEAD SCIENCES INC
COM
375558103
27132
401600
SH
SOLE
0
0
401600
GILEAD SCIENCES INC
COM
375558103
6756
100000
SH
Call
DFND
1
22500
0
77500
HARPOON THERAPEUTICS INC
COM
41358P106
31803
2446409
SH
DFND
1
1360704
0
1085705
ILLUMINA INC
COM
452327109
51615
140200
SH
DFND
1
25600
0
114600
IMMUNOMEDICS INC
COM
452907108
11348
818200
SH
DFND
1
183500
0
634700
INSPIRE MED SYS INC
COM
457730109
89216
1471000
SH
SOLE
1471000
0
0
INTELLIA THERAPEUTICS INC
COM
45826J105
5363
327600
SH
SOLE
327600
0
0
INTUITIVE SURGICAL INC
COM NEW
46120E602
110313
210300
SH
DFND
1
51400
0
158900
IOVANCE BIOTHERAPEUTICS INC
COM
462260100
136045
5548326
SH
DFND
1
1337800
0
4210526
KALA PHARMACEUTICALS INC
COM
483119103
21997
3447840
SH
SOLE
3447840
0
0
KARYOPHARM THERAPEUTICS INC
COM
48576U106
18859
3148475
SH
SOLE
0
0
3148475
KRYSTAL BIOTECH INC
COM
501147102
25854
642006
SH
SOLE
0
0
642006
LOGICBIO THERAPEUTICS INC
COM
54142F102
84068
6466783
SH
SOLE
6466783
0
0
MARINUS PHARMACEUTICALS INC
COM
56854Q101
1652
398101
SH
SOLE
398101
0
0
MEDICINES CO
COM
584688105
5526
151515
SH
SOLE
0
0
151515
MEDIGUS LTD
SPONSORED ADS
58471G300
37
15000
SH
SOLE
15000
0
0
MEIRAGTX HOLDINGS PLC
COM
G59665102
69537
2586951
SH
SOLE
0
0
2586951
MENLO THERAPEUTICS INC
COM
586858102
4035
673700
SH
SOLE
0
0
673700
MERCK & CO INC
COM
58933Y105
215503
2570100
SH
DFND
1
723400
0
1846700
MERSANA THERAPEUTICS INC
COM
59045L106
7659
1891119
SH
SOLE
0
0
1891119
MYLAN N V
SHS EURO
N59465109
26148
1373305
SH
DFND
1
310700
0
1062605
MYOKARDIA INC
COM
62857M105
47899
955300
SH
DFND
1
176600
0
778700
NABRIVA THERAPEUTICS PLC
SHS
G63637105
11286
4644600
SH
SOLE
4644600
0
0
NATERA INC
COM
632307104
88927
3224328
SH
DFND
1
978786
0
2245542
NEUROCRINE BIOSCIENCES INC
COM
64125C109
154777
1833200
SH
DFND
1
322500
0
1510700
NEXTCURE INC
COM
65343E108
40611
2711013
SH
SOLE
2711013
0
0
NOVO-NORDISK A S
ADR
670100205
16843
330000
SH
SOLE
0
0
330000
NOVUS THERAPEUTICS INC
COM
67011N105
3215
3183314
SH
SOLE
3183314
0
0
NUVECTRA CORP
COM
67075N108
1173
350000
SH
SOLE
0
0
350000
OBSEVA SA
COM
H5861P103
29469
2605531
SH
SOLE
2605531
0
0
PERSONALIS INC
COM
71535D106
8145
300000
SH
SOLE
0
0
300000
PFIZER INC
COM
717081103
10830
250000
SH
Put
DFND
1
56500
0
193500
PREVAIL THERAPEUTICS INC
COM
74140Y101
182457
13822463
SH
SOLE
13822463
0
0
PRINCIPIA BIOPHARMA INC
COM
74257L108
53294
1605713
SH
SOLE
1605713
0
0
PROQR THRAPEUTICS N V
SHS EURO
N71542109
12581
1382502
SH
DFND
1
235002
0
1147500
PROTHENA CORP PLC
SHS
G72800108
32400
3065278
SH
DFND
1
613800
0
2451478
PTC THERAPEUTICS INC
COM
69366J200
94037
2089700
SH
DFND
1
330400
0
1759300
PUMA BIOTECHNOLOGY INC
COM
74587V107
7934
624249
SH
DFND
1
121100
0
503149
REALM THERAPEUTICS PLC
SPONSORED ADS
75606L103
2870
1021484
SH
SOLE
1021484
0
0
REATA PHARMACEUTICALS INC
CL A
75615P103
9435
100000
SH
Put
DFND
1
22000
0
78000
REGENERON PHARMACEUTICALS
COM
75886F107
67545
215800
SH
DFND
1
54000
0
161800
RESTORBIO INC
COM
76133L103
49270
4830387
SH
SOLE
4830387
0
0
RHYTHM PHARMACEUTICALS INC
COM
76243J105
17321
787300
SH
SOLE
787300
0
0
SAREPTA THERAPEUTICS INC
COM
803607100
125875
828400
SH
DFND
1
129400
0
699000
SCPHARMACEUTICALS INC
COM
810648105
10877
3409865
SH
SOLE
3409865
0
0
SELECTA BIOSCIENCES INC
COM
816212104
5154
2879064
SH
SOLE
2879064
0
0
SI BONE INC
COM
825704109
20042
985368
SH
SOLE
985368
0
0
SINOVAC BIOTECH LTD
SHS
P8696W104
16611
2839500
SH
SOLE
0
0
2839500
SPARK THERAPEUTICS INC
COM
84652J103
22513
219900
SH
DFND
1
33800
0
186100
SPDR S&P 500 ETF TR
TR UNIT
78462F103
29300
100000
SH
Put
DFND
1
22500
0
77500
SPERO THERAPEUTICS INC
COM
84833T103
5841
507471
SH
SOLE
0
0
507471
STOKE THERAPEUTICS INC
COM
86150R107
3792
130000
SH
SOLE
0
0
130000
STRYKER CORP
COM
863667101
11101
54000
SH
SOLE
54000
0
0
SYNDAX PHARMACEUTICALS INC
COM
87164F105
1974
212000
SH
SOLE
212000
0
0
SYNLOGIC INC
COM
87166L100
18473
2029996
SH
SOLE
2029996
0
0
SYNTHORX INC
COM
87167A103
71824
5316355
SH
SOLE
5316355
0
0
TAKEDA PHARMACEUTICAL CO LTD
SPONSORED ADS
874060205
13275
750000
SH
DFND
1
172000
0
578000
TAKEDA PHARMACEUTICAL CO LTD
SPONSORED ADS
874060205
17700
1000000
SH
Call
DFND
1
70000
0
930000
TANDEM DIABETES CARE INC
COM NEW
875372203
36827
570790
SH
DFND
1
134200
0
436590
THERMO FISHER SCIENTIFIC INC
COM
883556102
135915
462800
SH
DFND
1
123900
0
338900
TRICIDA INC
COM
89610F101
438569
11114280
SH
SOLE
11114280
0
0
TURNING POINT THERAPEUTICS I
COM
90041T108
104499
2567550
SH
DFND
1
2027550
0
540000
ULTRAGENYX PHARMACEUTICAL IN
COM
90400D108
5055
79607
SH
DFND
1
7100
0
72507
UNIQURE NV
SHS
N90064101
70163
897800
SH
DFND
1
182300
0
715500
VERONA PHARMA PLC
SPONSORED ADS
925050106
6377
1250396
SH
SOLE
1250396
0
0
VERRICA PHARMACEUTICALS INC
COM
92511W108
17194
1479733
SH
SOLE
1479733
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
178484
973300
SH
DFND
1
156900
0
816400
VIEWRAY INC
COM
92672L107
45363
5149019
SH
SOLE
5149019
0
0
WRIGHT MED GROUP N V
ORD SHS
N96617118
124880
4187799
SH
DFND
1
967749
0
3220050
X4 PHARMACEUTICALS INC
COM
98420X103
14047
936493
SH
SOLE
936493
0
0
XENON PHARMACEUTICALS INC
COM
98420N105
6259
634812
SH
SOLE
634812
0
0
XTANT MED HLDGS INC
COM NEW
98420P308
27621
9207012
SH
SOLE
9207012
0
0
ZAI LAB LTD
ADR
98887Q104
40763
1169000
SH
SOLE
1169000
0
0