0001172661-19-002352.txt : 20191114
0001172661-19-002352.hdr.sgml : 20191114
20191114160905
ACCESSION NUMBER: 0001172661-19-002352
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191114
DATE AS OF CHANGE: 20191114
EFFECTIVENESS DATE: 20191114
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: 191220156
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
09-30-2019
09-30-2019
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
11-14-2019
1
116
5269963
1
0001157524
028-10410
ORBIMED CAPITAL LLC
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
68810
822400
SH
DFND
1
194000
0
628400
ACADIA PHARMACEUTICALS INC
COM
004225108
3460
96143
SH
SOLE
0
0
96143
ADAPTIMMUNE THERAPEUTICS PLC
SPONDS ADR
00653A107
2039
1350655
SH
SOLE
1350655
0
0
ADVERUM BIOTECHNOLOGIES INC
COM
00773U108
21871
4012969
SH
DFND
1
341300
0
3671669
AEGLEA BIOTHERAPEUTICS INC
COM
00773J103
22036
2865524
SH
SOLE
2865524
0
0
AERPIO PHARMACEUTICALS INC
COM
00810B105
3531
5193946
SH
SOLE
5193946
0
0
ALCON INC
ORD SHS
H01301128
20493
351380
SH
DFND
1
125800
0
225580
ALDER BIOPHARMACEUTICALS INC
COM
014339105
6601
350000
SH
Put
DFND
1
66500
0
283500
ALECTOR INC
COM
014442107
180716
12532329
SH
DFND
1
12240829
0
291500
ALEXION PHARMACEUTICALS INC
COM
015351109
162902
1663285
SH
DFND
1
270000
0
1393285
ALPINE IMMUNE SCIENCES INC
COM
02083G100
14537
3670955
SH
SOLE
3670955
0
0
AMARIN CORP PLC
SPONS ADR NEW
023111206
3352
221100
SH
SOLE
0
0
221100
AMGEN INC
COM
031162100
23628
122100
SH
SOLE
0
0
122100
ANTHEM INC
COM
036752103
61129
254600
SH
DFND
1
39000
0
215600
APELLIS PHARMACEUTICALS INC
COM
03753U106
15029
623859
SH
SOLE
0
0
623859
ARENA PHARMACEUTICALS INC
COM NEW
040047607
5035
110000
SH
SOLE
0
0
110000
ARGENX SE
SPONSORED ADR
04016X101
35373
310400
SH
SOLE
0
0
310400
ARQULE INC
COM
04269E107
26538
3701273
SH
DFND
1
261200
0
3440073
ARVINAS INC
COM
04335A105
45153
2095283
SH
DFND
1
1517183
0
578100
ASCENDIS PHARMA A S
SPONSORED ADR
04351P101
358231
3719173
SH
DFND
1
3397673
0
321500
ATHENEX INC
COM
04685N103
40253
3308920
SH
SOLE
0
0
3308920
AUDENTES THERAPEUTICS INC
COM
05070R104
44609
1588069
SH
SOLE
1588069
0
0
AURINIA PHARMACEUTICALS INC
COM
05156V102
18856
3531002
SH
SOLE
0
0
3531002
AVEDRO INC
COM
05355N109
96251
4240128
SH
SOLE
4240128
0
0
AVROBIO INC
COM
05455M100
8058
570700
SH
SOLE
0
0
570700
BAUSCH HEALTH COS INC
COM
071734107
72374
3312300
SH
DFND
1
675000
0
2637300
BELLUS HEALTH INC NEW
COM NEW
07987C204
45129
7025832
SH
DFND
1
4943416
0
2082416
BIOGEN INC
COM
09062X103
8428
36200
SH
SOLE
0
0
36200
BIOLINERX LTD
SPONSORED ADS
09071M205
183
69240
SH
SOLE
69240
0
0
BOSTON SCIENTIFIC CORP
COM
101137107
214383
5268700
SH
DFND
1
1017800
0
4250900
CEL SCI CORP
COM PAR NEW
150837607
1118
125000
SH
Put
DFND
1
24000
0
101000
CIGNA CORP NEW
COM
125523100
44262
291600
SH
DFND
1
73000
0
218600
CONSTELLATION PHARMCETICLS I
COM
210373106
5400
835842
SH
SOLE
835842
0
0
CORVUS PHARMACEUTICALS INC
COM
221015100
20370
6767584
SH
SOLE
6767584
0
0
CRINETICS PHARMACEUTICALS IN
COM
22663K107
30671
2039282
SH
SOLE
2039282
0
0
CRISPR THERAPEUTICS AG
NAMEN AKT
H17182108
21167
516400
SH
DFND
1
27400
0
489000
CTI BIOPHARMA CORP
COM
12648L601
4185
5000000
SH
SOLE
5000000
0
0
CURIS INC
COM NEW
231269200
2781
1241494
SH
SOLE
0
0
1241494
DECIPHERA PHARMACEUTICALS IN
COM
24344T101
83512
2460571
SH
DFND
1
384800
0
2075771
DEXCOM INC
COM
252131107
57308
384000
SH
DFND
1
61000
0
323000
EDWARDS LIFESCIENCES CORP
COM
28176E108
111670
507800
SH
DFND
1
77000
0
430800
EHEALTH INC
COM
28238P109
6679
100000
SH
Call
DFND
1
19000
0
81000
EHEALTH INC
COM
28238P109
74632
1117414
SH
DFND
1
124800
0
992614
ESSA PHARMA INC
COM NEW
29668H708
4960
1471853
SH
SOLE
1471853
0
0
EXELIXIS INC
COM
30161Q104
69200
3912900
SH
DFND
1
555200
0
3357700
FOAMIX PHARMACEUTICALS LTD
SHS
M46135105
14558
4788896
SH
SOLE
0
0
4788896
GILEAD SCIENCES INC
COM
375558103
20668
326100
SH
SOLE
0
0
326100
HARPOON THERAPEUTICS INC
COM
41358P106
33418
2446409
SH
DFND
1
1360704
0
1085705
HEALTH CATALYST INC
COM
42225T107
5682
179598
SH
SOLE
179598
0
0
HUMANA INC
COM
444859102
46481
181800
SH
DFND
1
32000
0
149800
INSMED INC
COM PAR $.01
457669307
9919
562300
SH
SOLE
0
0
562300
INSPIRE MED SYS INC
COM
457730109
89760
1471000
SH
SOLE
1471000
0
0
INTELLIA THERAPEUTICS INC
COM
45826J105
4373
327600
SH
SOLE
327600
0
0
INTERCEPT PHARMACEUTICALS IN
COM
45845P108
2137
32200
SH
SOLE
0
0
32200
INTUITIVE SURGICAL INC
COM NEW
46120E602
111010
205600
SH
DFND
1
32000
0
173600
IOVANCE BIOTHERAPEUTICS INC
COM
462260100
100980
5548326
SH
DFND
1
1337800
0
4210526
IQVIA HLDGS INC
COM
46266C105
26142
175000
SH
SOLE
0
0
175000
ISHARES TR
NASDAQ BIOTECH
464287556
19900
200000
SH
Put
DFND
1
38000
0
162000
KALA PHARMACEUTICALS INC
COM
483119103
13119
3447840
SH
SOLE
3447840
0
0
KALVISTA PHARMACEUTICALS INC
COM
483497103
449
38733
SH
SOLE
0
0
38733
KARYOPHARM THERAPEUTICS INC
COM
48576U106
10254
1065900
SH
SOLE
0
0
1065900
KRYSTAL BIOTECH INC
COM
501147102
20903
601950
SH
SOLE
0
0
601950
LOGICBIO THERAPEUTICS INC
COM
54142F102
69906
6466783
SH
SOLE
6466783
0
0
MEDIGUS LTD
SPONSORED ADS
58471G300
26
15000
SH
SOLE
15000
0
0
MEIRAGTX HOLDINGS PLC
COM
G59665102
53418
3349060
SH
SOLE
0
0
3349060
MENLO THERAPEUTICS INC
COM
586858102
2968
662600
SH
SOLE
0
0
662600
MERCK & CO INC
COM
58933Y105
164496
1954100
SH
DFND
1
290000
0
1664100
MERSANA THERAPEUTICS INC
COM
59045L106
2988
1891119
SH
SOLE
0
0
1891119
MIRATI THERAPEUTICS INC
COM
60468T105
41693
535143
SH
DFND
1
65400
0
469743
MYOKARDIA INC
COM
62857M105
40835
783032
SH
DFND
1
140400
0
642632
NABRIVA THERAPEUTICS PLC
SHS
G63637105
9289
4644600
SH
SOLE
4644600
0
0
NATERA INC
COM
632307104
98404
3000128
SH
DFND
1
978786
0
2021342
NEUROCRINE BIOSCIENCES INC
COM
64125C109
141939
1575170
SH
DFND
1
235170
0
1340000
NEXTCURE INC
COM
65343E108
83635
2711013
SH
SOLE
2711013
0
0
NOVO-NORDISK A S
ADR
670100205
17061
330000
SH
SOLE
0
0
330000
NOVUS THERAPEUTICS INC
COM
67011N105
1974
3183314
SH
SOLE
3183314
0
0
OBSEVA SA
COM
H5861P103
21704
2605531
SH
SOLE
2605531
0
0
PERSONALIS INC
COM
71535D106
7100
483842
SH
SOLE
0
0
483842
PREVAIL THERAPEUTICS INC
COM
74140Y101
169740
13822463
SH
SOLE
13822463
0
0
PRINCIPIA BIOPHARMA INC
COM
74257L108
45345
1605713
SH
SOLE
1605713
0
0
PROTHENA CORP PLC
SHS
G72800108
23693
3022117
SH
DFND
1
613800
0
2408317
PTC THERAPEUTICS INC
COM
69366J200
66250
1958900
SH
DFND
1
302600
0
1656300
PUMA BIOTECHNOLOGY INC
COM
74587V107
6853
636600
SH
SOLE
0
0
636600
PUMA BIOTECHNOLOGY INC
COM
74587V107
1615
150000
SH
Call
DFND
1
28500
0
121500
RA PHARMACEUTICALS INC
COM
74933V108
8914
376894
SH
SOLE
0
0
376894
REATA PHARMACEUTICALS INC
CL A
75615P103
12044
150000
SH
Put
DFND
1
28500
0
121500
REGENERON PHARMACEUTICALS
COM
75886F107
63275
228100
SH
DFND
1
54000
0
174100
RESTORBIO INC
COM
76133L103
42701
4830387
SH
SOLE
4830387
0
0
RUBIUS THERAPEUTICS INC
COM
78116T103
785
100000
SH
Put
DFND
1
39000
0
61000
SAREPTA THERAPEUTICS INC
COM
803607100
63069
837349
SH
DFND
1
134800
0
702549
SAREPTA THERAPEUTICS INC
COM
803607100
3766
50000
SH
Call
DFND
1
9500
0
40500
SCPHARMACEUTICALS INC
COM
810648105
20016
3409865
SH
SOLE
3409865
0
0
SELECTA BIOSCIENCES INC
COM
816212104
5038
2879064
SH
SOLE
2879064
0
0
SI BONE INC
COM
825704109
7457
422000
SH
SOLE
422000
0
0
SINOVAC BIOTECH LTD
SHS
P8696W104
16611
2839500
SH
SOLE
0
0
2839500
SPARK THERAPEUTICS INC
COM
84652J103
23750
244900
SH
DFND
1
38500
0
206400
SPERO THERAPEUTICS INC
COM
84833T103
1492
140709
SH
SOLE
0
0
140709
SPRINGWORKS THERAPEUTICS INC
COM
85205L107
160569
7406307
SH
SOLE
7406307
0
0
SYNDAX PHARMACEUTICALS INC
COM
87164F105
1584
212000
SH
SOLE
212000
0
0
SYNLOGIC INC
COM
87166L100
4649
2029996
SH
SOLE
2029996
0
0
SYNTHORX INC
COM
87167A103
86497
5316355
SH
SOLE
5316355
0
0
TAKEDA PHARMACEUTICAL CO LTD
SPONSORED ADS
874060205
12900
750000
SH
DFND
1
172000
0
578000
TANDEM DIABETES CARE INC
COM NEW
875372203
39186
664390
SH
DFND
1
134200
0
530190
THERMO FISHER SCIENTIFIC INC
COM
883556102
102498
351900
SH
DFND
1
68000
0
283900
TRICIDA INC
COM
89610F101
343098
11114280
SH
SOLE
11114280
0
0
TURNING POINT THERAPEUTICS I
COM
90041T108
103224
2745327
SH
DFND
1
2027550
0
717777
ULTRAGENYX PHARMACEUTICAL IN
COM
90400D108
35692
834313
SH
DFND
1
136100
0
698213
UNIQURE NV
SHS
N90064101
33047
839600
SH
DFND
1
137300
0
702300
VERONA PHARMA PLC
SPONSORED ADS
925050106
5714
1250396
SH
SOLE
1250396
0
0
VERRICA PHARMACEUTICALS INC
COM
92511W108
21841
1479733
SH
SOLE
1479733
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
143397
846400
SH
DFND
1
113100
0
733300
WRIGHT MED GROUP N V
ORD SHS
N96617118
79162
3837250
SH
DFND
1
745000
0
3092250
X4 PHARMACEUTICALS INC
COM
98420X103
11903
936493
SH
SOLE
936493
0
0
XENON PHARMACEUTICALS INC
COM
98420N105
5720
634812
SH
SOLE
634812
0
0
XTANT MED HLDGS INC
COM NEW
98420P308
26148
9207012
SH
SOLE
9207012
0
0
ZAI LAB LTD
ADR
98887Q104
16628
514000
SH
SOLE
514000
0
0