- New Purchases: BMY, DHR, GKOS, HZNP, HCA, ZBH, AVTR, XBI, XLV, NLTX, ISEE, PFNX, APTO, IONS, ANAB, XLRN, MIST, ATRC, INCY, SNY, BMRN, AZN, FLXN, OTIC, RGNX, PTGX, MBIO, STRO, IMGN, ZFGN, APTX,
- Added Positions: MRTX, HUM, CI, TNDM, ARQL, KRYS, QURE, CRSP, BIIB, ADVM, KALV, MGTX, MRSN, XFOR, AVRO, AMRN, CRIS,
- Reduced Positions: NBIX, TCDA, MYOK, TMO, ASND, ANTM, DCPH, BSX, ALEC, DXCM, ISRG, NTRA, EW, VRTX, ABT, INSM, PTCT, INSP, FOMX, ATNX, AUPH, ARGX, SRPT, REGN, KPTI, ARVN, EXEL, BHC, NTLA, PRTA, ICPT, SPRO,
- Sold Out: AVDR, WMGI, PRNB, BOLD, RARE, ONCE, APLS, TAK, RARX, SIBN, PBYI, CNST, MNLO,
For the details of ORBIMED ADVISORS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/orbimed+advisors+llc/current-portfolio/portfolio
These are the top 5 holdings of ORBIMED ADVISORS LLC- Ascendis Pharma A/S (ASND) - 3,343,100 shares, 7.20% of the total portfolio. Shares reduced by 10.11%
- Tricida Inc (TCDA) - 9,614,280 shares, 5.62% of the total portfolio. Shares reduced by 13.5%
- SpringWorks Therapeutics Inc (SWTX) - 7,406,307 shares, 4.41% of the total portfolio.
- Prevail Therapeutics Inc (PRVL) - 13,822,463 shares, 3.39% of the total portfolio.
- Boston Scientific Corp (BSX) - 4,674,800 shares, 3.27% of the total portfolio. Shares reduced by 11.27%
Orbimed Advisors Llc initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $49.21 and $64.19, with an estimated average price of $57.47. The stock is now traded at around $66.38. The impact to a portfolio due to this purchase was 1.69%. The holding were 1,700,000 shares as of .
New Purchase: Danaher Corp (DHR)Orbimed Advisors Llc initiated holding in Danaher Corp. The purchase prices were between $133.47 and $153.48, with an estimated average price of $142.78. The stock is now traded at around $165.95. The impact to a portfolio due to this purchase was 1.52%. The holding were 638,900 shares as of .
New Purchase: Glaukos Corp (GKOS)Orbimed Advisors Llc initiated holding in Glaukos Corp. The purchase prices were between $54.18 and $65.64, with an estimated average price of $60.83. The stock is now traded at around $67.33. The impact to a portfolio due to this purchase was 1.31%. The holding were 1,547,646 shares as of .
New Purchase: Horizon Therapeutics PLC (HZNP)Orbimed Advisors Llc initiated holding in Horizon Therapeutics PLC. The purchase prices were between $25.43 and $36.67, with an estimated average price of $30.88. The stock is now traded at around $35.93. The impact to a portfolio due to this purchase was 0.89%. The holding were 1,582,300 shares as of .
New Purchase: HCA Healthcare Inc (HCA)Orbimed Advisors Llc initiated holding in HCA Healthcare Inc. The purchase prices were between $115.09 and $149.26, with an estimated average price of $134.85. The stock is now traded at around $149.57. The impact to a portfolio due to this purchase was 0.43%. The holding were 190,000 shares as of .
New Purchase: Zimmer Biomet Holdings Inc (ZBH)Orbimed Advisors Llc initiated holding in Zimmer Biomet Holdings Inc. The purchase prices were between $131.22 and $151.24, with an estimated average price of $142.51. The stock is now traded at around $160.40. The impact to a portfolio due to this purchase was 0.41%. The holding were 178,700 shares as of .
Added: Mirati Therapeutics Inc (MRTX)Orbimed Advisors Llc added to a holding in Mirati Therapeutics Inc by 150.51%. The purchase prices were between $70.76 and $128.86, with an estimated average price of $97.36. The stock is now traded at around $92.17. The impact to a portfolio due to this purchase was 1.6%. The holding were 1,340,600 shares as of .
Added: Humana Inc (HUM)Orbimed Advisors Llc added to a holding in Humana Inc by 115.57%. The purchase prices were between $253.17 and $371, with an estimated average price of $319.3. The stock is now traded at around $375.85. The impact to a portfolio due to this purchase was 1.19%. The holding were 391,900 shares as of .
Added: Cigna Corp (CI)Orbimed Advisors Llc added to a holding in Cigna Corp by 67.94%. The purchase prices were between $147.19 and $206.47, with an estimated average price of $184.43. The stock is now traded at around $220.34. The impact to a portfolio due to this purchase was 0.63%. The holding were 489,700 shares as of .
Added: Tandem Diabetes Care Inc (TNDM)Orbimed Advisors Llc added to a holding in Tandem Diabetes Care Inc by 71.80%. The purchase prices were between $53.13 and $71.19, with an estimated average price of $61.87. The stock is now traded at around $86.03. The impact to a portfolio due to this purchase was 0.44%. The holding were 1,141,390 shares as of .
Added: Arqule Inc (ARQL)Orbimed Advisors Llc added to a holding in Arqule Inc by 35.09%. The purchase prices were between $7.49 and $20.39, with an estimated average price of $11.77. The stock is now traded at around $20.00. The impact to a portfolio due to this purchase was 0.4%. The holding were 5,000,000 shares as of .
Added: Krystal Biotech Inc (KRYS)Orbimed Advisors Llc added to a holding in Krystal Biotech Inc by 65.26%. The purchase prices were between $34.85 and $65.23, with an estimated average price of $49.63. The stock is now traded at around $64.35. The impact to a portfolio due to this purchase was 0.34%. The holding were 994,808 shares as of .
Sold Out: Avedro Inc (AVDR)Orbimed Advisors Llc sold out a holding in Avedro Inc. The sale prices were between $21.19 and $23.94, with an estimated average price of $22.8.
Sold Out: Wright Medical Group NV (WMGI)Orbimed Advisors Llc sold out a holding in Wright Medical Group NV. The sale prices were between $19.41 and $30.59, with an estimated average price of $26.4.
Sold Out: Principia Biopharma Inc (PRNB)Orbimed Advisors Llc sold out a holding in Principia Biopharma Inc. The sale prices were between $26.79 and $60.85, with an estimated average price of $37.8.
Sold Out: Audentes Therapeutics Inc (BOLD)Orbimed Advisors Llc sold out a holding in Audentes Therapeutics Inc. The sale prices were between $25.55 and $59.84, with an estimated average price of $37.91.
Sold Out: Ultragenyx Pharmaceutical Inc (RARE)Orbimed Advisors Llc sold out a holding in Ultragenyx Pharmaceutical Inc. The sale prices were between $36.08 and $45.83, with an estimated average price of $41.28.
Sold Out: Spark Therapeutics Inc (ONCE)Orbimed Advisors Llc sold out a holding in Spark Therapeutics Inc. The sale prices were between $96.25 and $113.57, with an estimated average price of $107.51.
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