Orbimed Advisors Llc Buys Bristol-Myers Squibb Company, Mirati Therapeutics Inc, Danaher Corp, Sells Avedro Inc, Wright Medical Group NV, Neurocrine Biosciences Inc

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Mar 06, 2020
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New York, NY, based Investment company Orbimed Advisors Llc (Current Portfolio) buys Bristol-Myers Squibb Company, Mirati Therapeutics Inc, Danaher Corp, Glaukos Corp, Humana Inc, sells Avedro Inc, Wright Medical Group NV, Neurocrine Biosciences Inc, Principia Biopharma Inc, Audentes Therapeutics Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Orbimed Advisors Llc. As of 2019Q4, Orbimed Advisors Llc owns 131 stocks with a total value of $6.5 billion. These are the details of the buys and sells.

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
  1. Ascendis Pharma A/S (ASND) - 3,343,100 shares, 7.20% of the total portfolio. Shares reduced by 10.11%
  2. Tricida Inc (TCDA) - 9,614,280 shares, 5.62% of the total portfolio. Shares reduced by 13.5%
  3. SpringWorks Therapeutics Inc (SWTX) - 7,406,307 shares, 4.41% of the total portfolio.
  4. Prevail Therapeutics Inc (PRVL) - 13,822,463 shares, 3.39% of the total portfolio.
  5. Boston Scientific Corp (BSX) - 4,674,800 shares, 3.27% of the total portfolio. Shares reduced by 11.27%
New Purchase: Bristol-Myers Squibb Company (BMY)

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 $60.50. 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 $149.47. 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 $39.91. 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 $36.05. 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 $127.83. 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 $129.19. 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 $89.18. 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 $370.60. 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 $200.93. 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 $77.58. 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 $59.50. 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.

Reduced: Neurocrine Biosciences Inc (NBIX)

Orbimed Advisors Llc reduced to a holding in Neurocrine Biosciences Inc by 40.58%. The sale prices were between $86.8 and $118.57, with an estimated average price of $105.21. The stock is now traded at around $95.03. The impact to a portfolio due to this sale was -1.11%. Orbimed Advisors Llc still held 935,970 shares as of .

Reduced: MyoKardia Inc (MYOK)

Orbimed Advisors Llc reduced to a holding in MyoKardia Inc by 96.44%. The sale prices were between $50.92 and $74.6, with an estimated average price of $61.06. The stock is now traded at around $63.92. The impact to a portfolio due to this sale was -0.76%. Orbimed Advisors Llc still held 27,900 shares as of .

Reduced: Thermo Fisher Scientific Inc (TMO)

Orbimed Advisors Llc reduced to a holding in Thermo Fisher Scientific Inc by 37.34%. The sale prices were between $271.93 and $328.04, with an estimated average price of $304.01. The stock is now traded at around $312.89. The impact to a portfolio due to this sale was -0.74%. Orbimed Advisors Llc still held 220,500 shares as of .

Reduced: Anthem Inc (ANTM)

Orbimed Advisors Llc reduced to a holding in Anthem Inc by 58.13%. The sale prices were between $234.82 and $306.42, with an estimated average price of $276.42. The stock is now traded at around $287.16. The impact to a portfolio due to this sale was -0.69%. Orbimed Advisors Llc still held 106,600 shares as of .

Reduced: Deciphera Pharmaceuticals Inc (DCPH)

Orbimed Advisors Llc reduced to a holding in Deciphera Pharmaceuticals Inc by 38.46%. The sale prices were between $31.7 and $69.93, with an estimated average price of $48.06. The stock is now traded at around $55.00. The impact to a portfolio due to this sale was -0.62%. Orbimed Advisors Llc still held 1,514,171 shares as of .

Reduced: DexCom Inc (DXCM)

Orbimed Advisors Llc reduced to a holding in DexCom Inc by 38.83%. The sale prices were between $146.46 and $229.18, with an estimated average price of $191.34. The stock is now traded at around $286.97. The impact to a portfolio due to this sale was -0.43%. Orbimed Advisors Llc still held 234,900 shares as of .



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