-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, VC+LcIVRVEvZacIttk9KEWHEDM3zejOq2ow4Vz4mqdxkGyWW/2OpjVSanTP7WcSG Ssy8xbWxIEiA4jlDcBoksg== 0001172661-08-000463.txt : 20080814 0001172661-08-000463.hdr.sgml : 20080814 20080814105310 ACCESSION NUMBER: 0001172661-08-000463 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080630 FILED AS OF DATE: 20080814 DATE AS OF CHANGE: 20080814 EFFECTIVENESS DATE: 20080814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ORBIMED ADVISORS LLC CENTRAL INDEX KEY: 0001055951 IRS NUMBER: 133976876 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06774 FILM NUMBER: 081016098 BUSINESS ADDRESS: STREET 1: 767 3RD AVENUE STREET 2: 30TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 2126845700 MAIL ADDRESS: STREET 1: 767 3RD AVENUE STREET 2: 30TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 orb2q08.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2008 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: OrbiMed Advisors, LLC Address: 767 3rd Avenue 30th Floor New York, NY 10017 13F File Number: 28-06774 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Samuel D. Isaly Title: Managing Member Phone: (212) 739-6400 Signature, Place, and Date of Signing: Samuel D. Isaly New York, NY August 14, 2008 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 Form13F Information Table Entry Total: 101 Form13F Information Table Value Total: $3,352,356 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. No. 13F File Number Name 1 28-10410 Orbimed Capital LLC FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ABBOTT LABS COM 002824100 5297 100000 SH Call SOLE 1 68000 0 32000 ABBOTT LABS COM 002824100 90303 1704800 SH SOLE 1 1704800 0 0 ACHILLION PHARMACEUTICALS IN COM 00448Q201 137 61600 SH SOLE 1 61600 0 0 ADHEREX TECHNOLOGIES INC COM NEW 00686R200 538 2499000 SH SOLE 1 2499000 0 0 AFFYMAX INC COM 00826A109 2199 138200 SH SOLE 1 138200 0 0 AFFYMETRIX INC COM 00826T108 5145 500000 SH Call SOLE 1 390000 0 110000 ALCON INC COM SHS H01301102 21863 134300 SH SOLE 134300 0 0 ALEXION PHARMACEUTICALS INC COM 015351109 77416 1067800 SH SOLE 1 949800 0 118000 ALEXZA PHARMACEUTICALS INC COM 015384100 4055 1029300 SH SOLE 1 1029300 0 0 ALIGN TECHNOLOGY INC COM 016255101 46559 4438400 SH SOLE 1 3781900 0 656500 ALLOS THERAPEUTICS INC COM 019777101 33668 4872300 SH SOLE 1 3872300 0 1000000 AMAG PHARMACEUTICALS INC COM 00163U106 6401 187700 SH Call SOLE 1 131200 0 56500 AMAG PHARMACEUTICALS INC COM 00163U106 21343 625900 SH SOLE 1 487800 0 138100 AMGEN INC COM 031162100 125502 2661200 SH SOLE 1 2041200 0 620000 ANTARES PHARMA INC COM 036642106 1361 1890400 SH SOLE 1 1316100 0 574300 AP PHARMA INC COM NEW 00202J203 2500 2193400 SH SOLE 1 2193400 0 0 APPLERA CORP COM AP BIO GRP 038020103 3348 100000 SH SOLE 1 0 0 100000 ARIAD PHARMACEUTICALS INC COM 04033A100 2933 1222000 SH SOLE 1 1222000 0 0 ARYX THERAPEUTICS INC COM 043387109 16898 2125493 SH SOLE 1 2125493 0 0 ASPECT MED SYS INC COM 045235108 7104 1129400 SH SOLE 1 829000 0 300400 ATHERSYS INC COM 04744L106 8448 3448000 SH SOLE 3448000 0 0 AVANIR PHARMACEUTICALS CL A NEW 05348P401 4639 4638759 SH SOLE 1 4638759 0 0 BARR PHARMACEUTICALS INC COM 068306109 11270 250000 SH Put SOLE 1 250000 0 0 BARR PHARMACEUTICALS INC COM 068306109 42601 945000 SH SOLE 1 945000 0 0 BAXTER INTL INC COM 071813109 102240 1599000 SH SOLE 1 1349000 0 250000 BECKMAN COULTER INC COM 075811109 7766 115000 SH SOLE 0 0 115000 BECTON DICKINSON & CO COM 075887109 8943 110000 SH SOLE 0 0 110000 BIOCRYST PHARMACEUTICALS COM 09058V103 5234 1869231 SH SOLE 1 1869231 0 0 BIODEL INC COM 09064M105 23563 1812574 SH SOLE 1 1812574 0 0 BIOGEN IDEC INC COM 09062X103 115916 2074000 SH SOLE 1 1873400 0 200600 BIOMARIN PHARMACEUTICAL INC COM 09061G101 10143 350000 SH Call SOLE 1 275000 0 75000 BIOMARIN PHARMACEUTICAL INC COM 09061G101 73476 2535400 SH SOLE 1 2293900 0 241500 BRISTOL MYERS SQUIBB CO COM 110122108 146114 7117100 SH SOLE 1 6167100 0 950000 CALIPER LIFE SCIENCES INC COM 130872104 2927 1130100 SH SOLE 1 450100 0 680000 CELGENE CORP COM 151020104 7639 119600 SH SOLE 1 75600 0 44000 CELGENE CORP COM 151020104 11816 185000 SH Call SOLE 1 185000 0 0 COVANCE INC COM 222816100 4129 48000 SH SOLE 1 0 0 48000 COVIDIEN LTD COM G2552X108 73655 1538000 SH SOLE 1 1298000 0 240000 CURIS INC COM 231269101 6880 4712111 SH SOLE 1 4712111 0 0 CYTOKINETICS INC COM 23282W100 13108 3533200 SH SOLE 1 3533200 0 0 ELAN PLC ADR 284131208 12443 350000 SH Put SOLE 1 300000 0 50000 ENTEROMEDICS INC COM 29365M109 2025 450000 SH SOLE 0 0 450000 EXELIXIS INC COM 30161Q104 22703 4540600 SH SOLE 1 4204600 0 336000 GEN-PROBE INC NEW COM 36866T103 136891 2881300 SH SOLE 1 2631300 0 250000 GENELABS TECHNOLOGIES INC COM NEW 368706206 1712 2717392 SH SOLE 1 2717392 0 0 GENENTECH INC COM NEW 368710406 192148 2531590 SH SOLE 1 2169590 0 362000 GENOMIC HEALTH INC COM 37244C101 23595 1232100 SH SOLE 1 1232100 0 0 GENZYME CORP COM 372917104 209042 2908214 SH SOLE 1 2588214 0 320000 GILEAD SCIENCES INC COM 375558103 102358 1933100 SH SOLE 1 1365100 0 568000 GIVEN IMAGING ORD SHS M52020100 3611 245000 SH SOLE 1 0 0 245000 HANA BIOSCIENCES INC COM 40963P105 138 192246 SH SOLE 1 192246 0 0 HUMAN GENOME SCIENCES INC COM 444903108 14930 2865600 SH SOLE 1 2115600 0 750000 ILLUMINA INC COM 452327109 2230 25600 SH Call SOLE 1 17600 0 8000 IMCLONE SYS INC COM 45245W109 156378 3865000 SH SOLE 1 3417000 0 448000 INDEVUS PHARMACEUTICALS INC COM 454072109 9053 5766000 SH SOLE 1 4766000 0 1000000 INFINITY PHARMACEUTICALS INC COM 45665G303 4341 553750 SH SOLE 1 553750 0 0 INSULET CORP COM 45784P101 24678 1568819 SH SOLE 1 1568819 0 0 INTERMUNE INC COM 45884X103 41466 3160500 SH SOLE 1 2766900 0 393600 INVITROGEN CORP COM 46185R100 5928 151000 SH SOLE 1 51000 0 100000 ISHARES TR NASDQ BIO INDX 464287556 15752 205000 SH Put SOLE 1 205000 0 0 ISHARES TR NASDQ BIO INDX 464287556 12671 164900 SH Put SOLE 1 164900 0 0 MAXYGEN INC COM 577776107 848 250000 SH SOLE 250000 0 0 MEDTRONIC INC COM 585055106 18656 360500 SH SOLE 0 0 360500 MILLIPORE CORP COM 601073109 3868 57000 SH SOLE 0 0 57000 MYLAN INC COM 628530107 80360 6657800 SH SOLE 1 5867800 0 790000 MYRIAD GENETICS INC COM 62855J104 7693 169000 SH Put SOLE 1 88000 0 81000 MYRIAD GENETICS INC COM 62855J104 11380 250000 SH Call SOLE 1 250000 0 0 NATUS MEDICAL INC DEL COM 639050103 4345 207500 SH SOLE 0 0 207500 NEOSE TECHNOLOGIES INC COM 640522108 564 1881000 SH SOLE 1 1881000 0 0 NEUROBIOLOGICAL TECH INC COM NEW 64124W304 619 435600 SH SOLE 1 0 0 435600 NEUROGEN CORP COM 64124E106 4605 4470994 SH SOLE 1 4470994 0 0 NPS PHARMACEUTICALS INC COM 62936P103 17629 3961500 SH SOLE 1 3961500 0 0 NXSTAGE MEDICAL INC COM 67072V103 21333 5555556 SH SOLE 5555556 0 0 ONYX PHARMACEUTICALS INC COM 683399109 117053 3288000 SH SOLE 1 2921100 0 366900 OREXIGEN THERAPEUTICS INC COM 686164104 738 93500 SH SOLE 1 93500 0 0 OSCIENT PHARMACEUTICALS CORP NOTE 3.500% 4/1 68812RAC9 1269 3340000 SH SOLE 1 3340000 0 0 OSI PHARMACEUTICALS INC COM 671040103 43754 1058900 SH SOLE 1 948900 0 110000 PAR PHARMACEUTICAL COS INC COM 69888P106 8040 500000 SH Call SOLE 1 350000 0 150000 PAR PHARMACEUTICAL COS INC COM 69888P106 55521 3420900 SH SOLE 1 2875900 0 545000 PFIZER INC COM 717081103 125978 7211100 SH SOLE 1 6404100 0 807000 PHARMACOPEIA INC COM 7171EP101 4770 1245400 SH SOLE 1 1245400 0 0 PONIARD PHARMACEUTICALS INC COM NEW 732449301 11129 2624700 SH SOLE 1 2624700 0 0 QLT INC COM 746927102 3876 1130000 SH SOLE 1 797100 0 332900 SCHERING PLOUGH CORP COM 806605101 166211 8441400 SH SOLE 1 7328400 0 1113000 SGX PHARMACEUTICALS INC COM 78423C108 3251 2408400 SH SOLE 1 1738400 0 670000 SONOSITE INC COM 83568G104 21372 763000 SH SOLE 1 563000 0 200000 ST JUDE MED INC COM 790849103 6132 150000 SH SOLE 0 0 150000 STRYKER CORP COM 863667101 4087 65000 SH SOLE 0 0 65000 TARGANTA THERAPEUTICS CORP COM 87612C100 10639 1843909 SH SOLE 1843909 0 0 TARGETED GENETICS CORP COM NEW 87612M306 782 1325000 SH SOLE 1 1325000 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 4461 97400 SH SOLE 1 97400 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 13933 250000 SH SOLE 0 0 250000 TRIMERIS INC COM 896263100 8840 1872900 SH SOLE 1 1872900 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 78415 802200 SH SOLE 1 711500 0 90700 VERTEX PHARMACEUTICALS INC COM 92532F100 115321 3445500 SH SOLE 1 3075500 0 370000 VIVUS INC COM 928551100 12087 1809500 SH SOLE 1 1809500 0 0 VOLCANO CORPORATION COM 928645100 28861 2365685 SH SOLE 1 2365685 0 0 WATERS CORP COM 941848103 8385 130000 SH SOLE 0 0 130000 WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 9243 455300 SH SOLE 1 308100 0 147200 WYETH COM 983024100 142489 2971000 SH SOLE 1 2494000 0 477000 XOMA LTD ORD G9825R107 24649 14584969 SH SOLE 1 11584969 0 3000000
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