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Orbimed Advisors LLC Holdings in 1st Quarter: 13F Alert

The following is an analysis of Orbimed Advisors LLC as of March 31, according to a filing with the U.S. Securities and Exchange Commission on 05/16/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Bristol-Myers Squibb Co      BMY US       136,066,926    5,148,200    1,192,200
Gilead Sciences Inc          GILD US      134,043,814    3,156,200     -185,100
WellPoint Inc                WLP US       127,199,254    1,822,600      800,100
Pfizer Inc                   PFE US       125,982,930    6,203,000      -14,000
Allergan Inc                 AGN US       111,174,708    1,565,400      397,100
Shire Plc-ADR                SHPGY US     105,367,221    1,210,700      -45,100
Merck & Co. Inc.             MRK US        82,690,050    2,505,000     -791,500
Warner Chilcott Plc-Class A  WCRX US       72,036,220    3,097,000      -32,200
Biomarin Pharmaceutical Inc  BMRN US       67,599,700    2,690,000     -719,500
Express Scripts Inc          ESRX US       66,770,927    1,200,700    1,150,700
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
KV Pharmaceutical Co-Cl A    KV/A US       21,030,291    3,510,900    3,510,900
Pacira Pharmaceuticals Inc   PCRX US       20,085,488    2,828,942    2,828,942
Cardinal Health Inc          CAH US        17,780,499      432,300      432,300
Arqule Inc                   ARQL US       13,276,830    1,859,500    1,859,500
Exact Sciences Corp          EXAS US       10,582,078    1,441,700    1,441,700
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Endo Pharmaceut Hldgs Inc    ENDP US      -59,724,975            0   -1,672,500
Vertex Pharmaceuticals Inc   VRTX US      -58,058,722            0   -1,657,400
Elan Corp Plc -Spons ADR     ELN US       -43,453,455            0   -7,583,500
Momenta Pharmaceuticals Inc  MNTA US      -32,347,176            0   -2,160,800
Affymetrix Inc               AFFX US       -9,623,899            0   -1,913,300
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
WellPoint Inc                WLP US        69,059,904    1,822,600      800,100
Express Scripts Inc          ESRX US       64,068,427    1,200,700    1,150,700
Life Technologies Corp       LIFE US       34,127,024      762,200      657,200
Humana Inc                   HUM US        31,623,522      671,300      391,300
Bristol-Myers Squibb Co      BMY US        31,312,046    5,148,200    1,192,200
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Amgen Inc                    AMGN US     -116,517,495      365,700   -2,112,700
Merck & Co. Inc.             MRK US       -36,115,810    2,505,000     -791,500
Celgene Corp                 CELG US      -26,658,968      490,400     -437,800
Thermo Fisher Scientific Inc TMO US       -24,391,324    1,079,600     -444,300
Biomarin Pharmaceutical Inc  BMRN US      -24,218,135    2,690,000     -719,500
 
 
SOURCE: SEC 13F-HR 
FILER: Orbimed Advisors LLC 
QUARTER ENDED: 03/31/2011 
SEC RECEIVED: 05/16/2011 

To contact the reporter on this story: Chris Cappucci in Princeton at ccappucci1@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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