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Orbimed Advisors Holdings in 3rd Quarter: 13F Alert

The following is an analysis of Orbimed Advisors LLC as of September 30, according to a filing with the U.S. Securities and Exchange Commission on 11/14/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Pfizer Inc                   PFE US       137,110,168    7,755,100    1,025,700
WellPoint Inc                WLP US       119,997,696    1,838,200       36,600
Allergan Inc                 AGN US       115,356,714    1,400,300     -118,700
Bristol-Myers Squibb Co      BMY US       105,587,424    3,364,800   -1,552,000
Gilead Sciences Inc          GILD US       93,589,480    2,412,100   -1,038,300
Merck & Co. Inc.             MRK US        89,885,760    2,748,800      564,800
UnitedHealth Group Inc       UNH US        84,182,836    1,825,300      289,300
Watson Pharmaceuticals Inc   WPI US        78,630,825    1,152,100      225,500
Aetna Inc                    AET US        67,374,360    1,854,000    1,206,000
Thermo Fisher Scientific Inc TMO US        66,075,072    1,304,800      213,400
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Teva Pharmaceutical-Sp ADR   TEVA US       19,983,418      536,900      536,900
Pernix Therapeutics Holdings PTX US        17,640,000    2,000,000    2,000,000
Endocyte Inc                 ECYT US        8,153,520      769,200      769,200
Dendreon Corp                DNDN US        7,227,000      803,000      803,000
Grifols SA-ADR               GRFS US        6,939,540    1,086,000    1,086,000
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Mylan Inc                    MYL US       -35,870,180            0   -1,454,000
Allos Therapeutics Inc       ALTH US      -20,861,576            0   -9,748,400
Idenix Pharmaceuticals Inc   IDIX US      -13,575,500            0   -2,715,100
Targacept Inc                TRGT US       -7,205,940            0     -342,000
Intermune Inc                ITMN US       -7,198,680            0     -200,800
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Aetna Inc                    AET US        38,804,040    1,854,000    1,206,000
Vivus Inc                    VVUS US       17,388,452    5,422,000    2,182,800
Watson Pharmaceuticals Inc   WPI US        14,945,607    1,152,100      225,500
Merck & Co. Inc.             MRK US        12,812,400    2,748,800      564,800
Humana Inc                   HUM US         9,566,634      885,000      204,600
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Shire Plc-ADR                SHPGY US     -49,824,952      427,700     -527,600
Gilead Sciences Inc          GILD US      -49,291,584    2,412,100   -1,038,300
Johnson & Johnson            JNJ US       -37,518,350      541,000     -541,000
Bristol-Myers Squibb Co      BMY US       -36,803,104    3,364,800   -1,552,000
Perrigo Co                   PRGO US      -28,551,423       64,400     -331,700
 
 
SOURCE: SEC 13F-HR 
FILER: Orbimed Advisors LLC 
QUARTER ENDED: 09/30/2011 
SEC RECEIVED: 11/14/2011 

To contact the reporter on this story: Kimberly Williams in Princeton at kwilliams15@bloomberg.net.

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

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