Orbimed Advisors Holdings in 2nd Quarter: 13F Alert

The following is an analysis of Orbimed Advisors LLC as of June 30, according to a filing with the U.S. Securities and Exchange Commission on 08/15/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Gilead Sciences Inc          GILD US      142,881,064    3,450,400      294,200
Bristol-Myers Squibb Co      BMY US       142,390,528    4,916,800     -231,400
WellPoint Inc                WLP US       141,912,032    1,801,600      -21,000
Pfizer Inc                   PFE US       138,625,640    6,729,400      526,400
Allergan Inc                 AGN US       126,456,750    1,519,000      -46,400
Shire Plc-ADR                SHPGY US      89,998,813      955,300     -255,400
UnitedHealth Group Inc       UNH US        79,226,880    1,536,000      137,000
Merck & Co. Inc.             MRK US        77,073,360    2,184,000     -321,000
Warner Chilcott Plc-Class A  WCRX US       75,891,263    3,145,100       48,100
Johnson & Johnson            JNJ US        71,974,640    1,082,000      501,000
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Elan Corp Plc -Spons ADR     ELN US        50,602,185    4,450,500    4,450,500
Mylan Inc                    MYL US        35,870,180    1,454,000    1,454,000
Affymetrix Inc               AFFX US       35,079,148    4,423,600    4,423,600
Vivus Inc                    VVUS US       26,367,088    3,239,200    3,239,200
Affymax Inc                  AFFY US       17,502,012    2,547,600    2,547,600
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Dendreon Corp                DNDN US      -50,567,930            0   -1,351,000
Abbott Laboratories          ABT US       -18,173,025            0     -370,500
Teva Pharmaceutical-Sp ADR   TEVA US       -7,229,497            0     -144,100
Aveo Pharmaceuticals Inc     AVEO US       -5,399,928            0     -405,400
Ariad Pharmaceuticals Inc    ARIA US       -3,374,224            0     -448,700
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Johnson & Johnson            JNJ US        37,550,390    1,082,000      501,000
Sequenom Inc                 SQNM US       28,011,300    4,046,000    3,646,000
Pharmacyclics Inc            PCYC US       26,446,733    5,526,167      221,167
Pharmasset Inc               VRUS US       22,423,816      507,400       69,000
Incyte Corp                  INCY US       20,559,103    3,533,700      608,200
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Hospira Inc                  HSP US       -37,682,600      410,000     -693,500
Baxter International Inc     BAX US       -26,119,531      568,000     -548,300
Amarin Corporation Plc -ADR  AMRN US      -21,229,247    1,817,100   -4,682,900
Shire Plc-ADR                SHPGY US     -15,368,408      955,300     -255,400
Amgen Inc                    AMGN US      -15,246,270       73,700     -292,000
 
 
SOURCE: SEC 13F-HR 
FILER: Orbimed Advisors LLC 
QUARTER ENDED: 06/30/2011 
SEC RECEIVED: 08/15/2011 

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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