Institutions / ORBIMED ADVISORS LLC / Holdings

Orbimed Advisors LLC

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
Edgewise Therapeutics, Inc.	—	$488.83M	15,518,492	10.7%
Enliven Therapeutics, Inc.ELVN	Common Stock	$312.01M	7,959,538	6.8%
ELI LILLY & Co	—	$217.80M	236,800	4.7%
SINOVAC BIOTECH LTD	—	$184.47M	2,718,735	4.0%
BOSTON SCIENTIFIC CORP	—	$149.48M	2,382,100	3.3%
Sionna Therapeutics, Inc.	—	$141.55M	3,530,702	3.1%
ASTRAZENECA PLC	—	$132.18M	670,200	2.9%
MYRIAD GENETICS INC	—	$122.88M	125,000,000	2.7%
MBX Biosciences, Inc.MBX	Common Stock	$108.59M	3,637,887	2.4%
Corvus Pharmaceuticals, Inc.	—	$104.82M	7,165,006	2.3%
ARGENX SE	—	$99.97M	136,900	2.2%
Edwards Lifesciences Corp	—	$98.55M	1,230,600	2.1%
Intuitive Surgical Inc	—	$96.21M	208,700	2.1%
Compass Therapeutics, Inc.	—	$80.51M	15,219,994	1.8%
Merck & Co., Inc.	—	$79.80M	663,400	1.7%
Structure Therapeutics Inc.GPCR	ADR	$71.11M	1,475,403	1.6%
ARRIVENT BIOPHARMA INCAVBP	Common Stock	$69.84M	3,027,328	1.5%
Disc Medicine, Inc.IRON	Common Stock	$68.26M	1,067,550	1.5%
ARS Pharmaceuticals, Inc.	—	$66.56M	8,288,510	1.5%
CG Oncology, Inc.	—	$64.18M	948,267	1.4%
Xenon Pharmaceuticals Inc.	—	$61.64M	1,059,971	1.3%
STRYKER CORP	—	$59.97M	182,500	1.3%
BRISTOL MYERS SQUIBB CO	—	$56.10M	925,000	1.2%
MINERALYS THERAPEUTICS INCMLYS	Common Stock	$55.61M	2,052,900	1.2%
Praxis Precision Medicines, Inc.	—	$55.58M	172,500	1.2%
PFIZER INC	—	$54.66M	1,946,500	1.2%
Dyne Therapeutics, Inc.	—	$52.90M	2,917,884	1.2%
Natera, Inc.	—	$52.40M	262,000	1.1%
ABIVAX SA	—	$51.86M	465,700	1.1%
Upstream Bio, Inc.UPB	Common Stock	$51.24M	5,693,589	1.1%
DANAHER CORP /DE	—	$50.40M	265,800	1.1%
Caris Life Sciences, Inc.	—	$50.19M	2,806,811	1.1%
AVITA Medical, Inc.RCEL	Common Stock	$42.52M	41,044,895	0.9%
ASCENDIS PHARMA A/S	—	$41.62M	181,977	0.9%
Shattuck Labs, Inc.STTK	Common Stock	$40.55M	6,306,127	0.9%
Guardant Health, Inc.	—	$40.20M	435,200	0.9%
Alnylam Pharmaceuticals Inc	—	$39.37M	119,000	0.9%
Prelude Therapeutics Incorporated	—	$37.31M	10,909,256	0.8%
Crinetics Pharmaceuticals, Inc.	—	$36.28M	999,000	0.8%
Axsome Therapeutics, Inc.	—	$36.16M	213,921	0.8%
UNIQURE NV	—	$34.93M	2,136,149	0.8%
Oric Pharmaceuticals, Inc.	—	$34.13M	2,693,929	0.7%
Elevance Health Inc	—	$33.58M	114,700	0.7%
Relmada Therapeutics, Inc.	—	$32.82M	4,715,864	0.7%
Forte Biosciences, Inc.	—	$31.00M	1,196,955	0.7%
Trevi Therapeutics, Inc.	—	$29.28M	2,454,400	0.6%
Esperion Therapeutics, Inc.	—	$28.96M	10,570,300	0.6%
NeuroPace Inc	—	$27.57M	2,096,527	0.6%
RHYTHM PHARMACEUTICALS, INC.	—	$27.32M	314,100	0.6%
THERMO FISHER SCIENTIFIC INC.	—	$22.86M	46,500	0.5%