- New Purchases: TEVA, ENDP, PRTA, CDNA, CBAY, ENTA, AUPH, TAK, MRSN, ADVM, SPRO, MNLO, KALV, KRYS,
- Added Positions: NBIX, EW, MGTX, BMY, MYOK, APLS, DCPH, MYL, ISRG, ABT, NTRA, AMRN, PRQR, MRK, SRPT, ANTM, EHTH, BHC, A, FOLD, SELB, TMO, ALPN, CLVS, HUM,
- Reduced Positions: BIIB, CELG, CI, VRTX, AERI, ARGX, WMGI, INSP, PBYI, SYK, TNDM, IMMU, HRTX, ALXN, ZLAB, ASND, NVTA, ILMN, RYTM, REGN, BOLD, AVRO, MRNS, REPH, SRRA,
- Sold Out: AGN, CVS, CNC, UNH, BLUE, MOH, IRWD, DVA, PFE, SPPI, ACIU, THC, HCA, ALLK, DERM, ICPT, SAGE, ECOR, RMED, MDCO, AFMD, RDHL, ALIM,
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) - 3,970,673 shares, 7.90% of the total portfolio. Shares reduced by 2.86%
- Tricida Inc (TCDA) - 10,889,280 shares, 7.11% of the total portfolio.
- Clementia Pharmaceuticals Inc (CMTA) - 10,425,225 shares, 4.60% of the total portfolio.
- Alexion Pharmaceuticals Inc (ALXN) - 1,957,200 shares, 4.47% of the total portfolio. Shares reduced by 4.41%
- Boston Scientific Corp (BSX) - 5,790,400 shares, 3.76% of the total portfolio.
Orbimed Advisors Llc initiated holding in Teva Pharmaceutical Industries Ltd. The purchase prices were between $15.42 and $20.01, with an estimated average price of $17.62. The stock is now traded at around $8.89. The impact to a portfolio due to this purchase was 1.08%. The holding were 4,079,000 shares as of .
New Purchase: Endo International PLC (ENDP)Orbimed Advisors Llc initiated holding in Endo International PLC. The purchase prices were between $7.3 and $11.24, with an estimated average price of $9.39. The stock is now traded at around $3.89. The impact to a portfolio due to this purchase was 0.84%. The holding were 6,165,464 shares as of .
New Purchase: Prothena Corp PLC (PRTA)Orbimed Advisors Llc initiated holding in Prothena Corp PLC. The purchase prices were between $10.3 and $14.49, with an estimated average price of $12.45. The stock is now traded at around $9.71. The impact to a portfolio due to this purchase was 0.5%. The holding were 2,435,278 shares as of .
New Purchase: CareDx Inc (CDNA)Orbimed Advisors Llc initiated holding in CareDx Inc. The purchase prices were between $22.09 and $39.21, with an estimated average price of $28.96. The stock is now traded at around $34.68. The impact to a portfolio due to this purchase was 0.44%. The holding were 827,600 shares as of .
New Purchase: CymaBay Therapeutics Inc (CBAY)Orbimed Advisors Llc initiated holding in CymaBay Therapeutics Inc. The purchase prices were between $7.87 and $13.42, with an estimated average price of $10.56. The stock is now traded at around $6.68. The impact to a portfolio due to this purchase was 0.42%. The holding were 1,874,955 shares as of .
New Purchase: Enanta Pharmaceuticals Inc (ENTA)Orbimed Advisors Llc initiated holding in Enanta Pharmaceuticals Inc. The purchase prices were between $69.08 and $105.66, with an estimated average price of $89.42. The stock is now traded at around $81.30. The impact to a portfolio due to this purchase was 0.38%. The holding were 233,100 shares as of .
Added: Neurocrine Biosciences Inc (NBIX)Orbimed Advisors Llc added to a holding in Neurocrine Biosciences Inc by 270.94%. The purchase prices were between $69.31 and $91.53, with an estimated average price of $83.53. The stock is now traded at around $79.91. The impact to a portfolio due to this purchase was 1.99%. The holding were 1,833,200 shares as of .
Added: Edwards Lifesciences Corp (EW)Orbimed Advisors Llc added to a holding in Edwards Lifesciences Corp by 53.57%. The purchase prices were between $143.66 and $192.15, with an estimated average price of $170.98. The stock is now traded at around $187.05. The impact to a portfolio due to this purchase was 0.81%. The holding were 715,000 shares as of .
Added: MeiraGTx Holdings PLC (MGTX)Orbimed Advisors Llc added to a holding in MeiraGTx Holdings PLC by 423.51%. The purchase prices were between $9.2 and $21.21, with an estimated average price of $13.93. The stock is now traded at around $23.85. The impact to a portfolio due to this purchase was 0.58%. The holding were 2,460,251 shares as of .
Added: Bristol-Myers Squibb Company (BMY)Orbimed Advisors Llc added to a holding in Bristol-Myers Squibb Company by 136.21%. The purchase prices were between $45.12 and $53.8, with an estimated average price of $49.88. The stock is now traded at around $44.92. The impact to a portfolio due to this purchase was 0.55%. The holding were 1,195,000 shares as of .
Added: MyoKardia Inc (MYOK)Orbimed Advisors Llc added to a holding in MyoKardia Inc by 170.55%. The purchase prices were between $39.23 and $55.82, with an estimated average price of $46.05. The stock is now traded at around $45.04. The impact to a portfolio due to this purchase was 0.5%. The holding were 906,600 shares as of .
Added: Apellis Pharmaceuticals Inc (APLS)Orbimed Advisors Llc added to a holding in Apellis Pharmaceuticals Inc by 438.93%. The purchase prices were between $12.81 and $19.82, with an estimated average price of $15.64. The stock is now traded at around $23.40. The impact to a portfolio due to this purchase was 0.47%. The holding were 1,762,300 shares as of .
Sold Out: Allergan PLC (AGN)Orbimed Advisors Llc sold out a holding in Allergan PLC. The sale prices were between $132.09 and $160.79, with an estimated average price of $144.95.
Sold Out: CVS Health Corp (CVS)Orbimed Advisors Llc sold out a holding in CVS Health Corp. The sale prices were between $52.36 and $69.88, with an estimated average price of $61.96.
Sold Out: Centene Corp (CNC)Orbimed Advisors Llc sold out a holding in Centene Corp. The sale prices were between $52.12 and $65.89, with an estimated average price of $60.76.
Sold Out: UnitedHealth Group Inc (UNH)Orbimed Advisors Llc sold out a holding in UnitedHealth Group Inc. The sale prices were between $236.02 and $271.13, with an estimated average price of $255.35.
Sold Out: bluebird bio Inc (BLUE)Orbimed Advisors Llc sold out a holding in bluebird bio Inc. The sale prices were between $99.2 and $160.74, with an estimated average price of $135.29.
Sold Out: Molina Healthcare Inc (MOH)Orbimed Advisors Llc sold out a holding in Molina Healthcare Inc. The sale prices were between $105.9 and $148.29, with an estimated average price of $134.96.
Reduced: Biogen Inc (BIIB)Orbimed Advisors Llc reduced to a holding in Biogen Inc by 89.5%. The sale prices were between $216.71 and $338.96, with an estimated average price of $315.3. The stock is now traded at around $238.07. The impact to a portfolio due to this sale was -4.31%. Orbimed Advisors Llc still held 87,700 shares as of .
Reduced: Celgene Corp (CELG)Orbimed Advisors Llc reduced to a holding in Celgene Corp by 90.94%. The sale prices were between $64.09 and $94.34, with an estimated average price of $87.12. The stock is now traded at around $92.41. The impact to a portfolio due to this sale was -3.65%. Orbimed Advisors Llc still held 295,000 shares as of .
Reduced: Cigna Corp (CI)Orbimed Advisors Llc reduced to a holding in Cigna Corp by 47.67%. The sale prices were between $159.69 and $199.81, with an estimated average price of $183.17. The stock is now traded at around $156.91. The impact to a portfolio due to this sale was -0.84%. Orbimed Advisors Llc still held 252,600 shares as of .
Reduced: Aerie Pharmaceuticals Inc (AERI)Orbimed Advisors Llc reduced to a holding in Aerie Pharmaceuticals Inc by 93.35%. The sale prices were between $36.1 and $49.25, with an estimated average price of $43.86. The stock is now traded at around $28.97. The impact to a portfolio due to this sale was -0.56%. Orbimed Advisors Llc still held 58,000 shares as of .
Reduced: argenx SE (ARGX)Orbimed Advisors Llc reduced to a holding in argenx SE by 44.21%. The sale prices were between $96.07 and $134.59, with an estimated average price of $117.13. The stock is now traded at around $135.07. The impact to a portfolio due to this sale was -0.53%. Orbimed Advisors Llc still held 361,300 shares as of .
Reduced: Puma Biotechnology Inc (PBYI)Orbimed Advisors Llc reduced to a holding in Puma Biotechnology Inc by 27.66%. The sale prices were between $20.35 and $42.37, with an estimated average price of $30.25. The stock is now traded at around $12.30. The impact to a portfolio due to this sale was -0.28%. Orbimed Advisors Llc still held 1,880,000 shares as of .
Here is the complete portfolio of ORBIMED ADVISORS LLC. Also check out:
1. ORBIMED ADVISORS LLC's Undervalued Stocks
2. ORBIMED ADVISORS LLC's Top Growth Companies, and
3. ORBIMED ADVISORS LLC's High Yield stocks
4. Stocks that ORBIMED ADVISORS LLC keeps buying