-----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, My80Ty49NmQ3ubt0+gevmKPOkbBJSmG0fctQxWx4oDkXqUWlbf111rhWf4NNkMzk iOV1+CLhD34TuMNQwnYGnQ== 0001172661-08-000181.txt : 20080214 0001172661-08-000181.hdr.sgml : 20080214 20080214152754 ACCESSION NUMBER: 0001172661-08-000181 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20071231 FILED AS OF DATE: 20080214 DATE AS OF CHANGE: 20080214 EFFECTIVENESS DATE: 20080214 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: 08614484 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 orb4q07.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: December 31, 2007 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 February 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: 100 Form13F Information Table Value Total: $4,111,743 (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 147731 2631000 SH Sole 1 1567000 0 1064000 ACHILLION PHARMACEUTICALS IN COM 00448Q201 546 109400 SH Sole 109400 0 0 ADHEREX TECHNOLOGIES INC COM NEW 00686R200 1289 4940000 SH Sole 1 4940000 0 0 AFFYMAX INC COM 00826A109 3459 154700 SH Sole 1 154700 0 0 ALEXZA PHARMACEUTICALS INC COM 015384100 8342 1031100 SH Sole 1 1031100 0 0 ALIGN TECHNOLOGY INC COM 016255101 69305 4155000 SH Sole 1 3605000 0 550000 ALLOS THERAPEUTICS INC COM 019777101 22277 3541600 SH Sole 1 3541600 0 0 ALPHARMA INC CL A 020813101 5299 263000 SH Sole 1 263000 0 0 AMAG PHARMACEUTICALS INC COM 00163U106 42590 708300 SH Sole 1 429200 0 279100 AMAG PHARMACEUTICALS INC COM 00163U106 15033 250000 SH Call Sole 1 1750 0 750 AMGEN INC COM 031162100 229265 4936800 SH Sole 1 3941800 0 995000 AP PHARMA INC COM NEW 00202J203 3674 2325000 SH Sole 1 2325000 0 0 APPLERA CORP COM AP BIO GRP 038020103 7301 215000 SH Sole 0 0 215000 ARIAD PHARMACEUTICALS INC COM 04033A100 5383 1266700 SH Sole 1 1266700 0 0 ARQULE INC COM 04269E107 14680 2531100 SH Sole 1 2531100 0 0 ARYX THERAPEUTICS INC COM 043387109 16473 2125497 SH Sole 1 2125497 0 0 ASPECT MED SYS INC COM 045235108 25844 1846000 SH Sole 1 1311000 0 535000 ASPREVA PHARMACEUTICALS CORP COM 04538T109 27594 1061300 SH Sole 1 755300 0 306000 ATHERSYS INC COM 04744L106 14730 3000000 SH Sole 3000000 0 0 AVANIR PHARMACEUTICALS CL A NEW 05348P401 2150 1706138 SH Sole 1 1706138 0 0 BAXTER INTL INC COM 071813109 98151 1690800 SH Sole 1 1391800 0 299000 BECKMAN COULTER INC COM 075811109 12012 165000 SH Sole 1 50000 0 115000 BECTON DICKINSON & CO COM 075887109 9199 110000 SH Sole 1 0 0 110000 BIOCRYST PHARMACEUTICALS COM 09058V103 11552 1869231 SH Sole 1 1869231 0 0 BIODEL INC COM 09064M105 45684 1966574 SH Sole 1 1966574 0 0 BIOGEN IDEC INC COM 09062X103 208936 3670700 SH Sole 1 2767200 0 903500 BIOMARIN PHARMACEUTICAL INC COM 09061G101 114855 3244500 SH Sole 1 3003000 0 241500 BRISTOL MYERS SQUIBB CO COM 110122108 109448 4127000 SH Sole 1 2938000 0 1189000 CALIPER LIFE SCIENCES INC COM 130872104 3760 680000 SH Sole 0 0 680000 CELGENE CORP COM 151020104 6211 134400 SH Sole 1 134400 0 0 COVIDIEN LTD COM G2552X108 85816 1937600 SH Sole 1 1522600 0 415000 CUBIST PHARMACEUTICALS INC COM 229678107 5128 250000 SH Call Sole 1 1775 0 725 CURIS INC COM 231269101 5177 5282811 SH Sole 1 5282811 0 0 CUTERA INC COM 232109108 6712 427500 SH Sole 1 181700 0 245800 CV THERAPEUTICS INC COM 126667104 24402 2696300 SH Sole 1 2042300 0 654000 CYTOGEN CORP COM NEW 232824300 637 1202300 SH Sole 1 1202300 0 0 CYTOKINETICS INC COM 23282W100 14955 3161800 SH Sole 1 3161800 0 0 CYTRX CORP COM NEW 232828301 9983 3515000 SH Sole 1 3515000 0 0 DENDREON CORP COM 24823Q107 6220 1000000 SH Put Sole 1 7105 0 2895 DISCOVERY LABORATORIES INC N COM 254668106 2580 1200000 SH Sole 1 1200000 0 0 ENDO PHARMACEUTICALS HLDGS I COM 29264F205 21240 796400 SH Sole 1 613700 0 182700 ENTEROMEDICS INC COM 29365M109 3623 450000 SH Sole 0 0 450000 EPIX PHARMACEUTICALS INC COM NEW 26881Q309 13943 3538761 SH Sole 1 3538761 0 0 EXELIXIS INC COM 30161Q104 43645 5057400 SH Sole 1 4580400 0 477000 GEN-PROBE INC NEW COM 36866T103 203409 3232300 SH Sole 1 2619300 0 613000 GENELABS TECHNOLOGIES INC COM NEW 368706206 3451 2717392 SH Sole 1 2717392 0 0 GENENTECH INC COM NEW 368710406 238031 3549000 SH Sole 1 2667000 0 882000 GENOMIC HEALTH INC COM 37244C101 38123 1683900 SH Sole 1 1683900 0 0 GENZYME CORP COM 372917104 273754 3677514 SH Sole 1 2757514 0 920000 GILEAD SCIENCES INC COM 375558103 74458 1618300 SH Sole 1 415300 0 1203000 HANA BIOSCIENCES INC COM 40963P105 760 717246 SH Sole 717246 0 0 IMCLONE SYS INC COM 45245W109 101652 2364000 SH Sole 1 1858000 0 506000 INDEVUS PHARMACEUTICALS INC COM 454072109 37447 5388000 SH Sole 1 4738000 0 650000 INFINITY PHARMACEUTICALS INC COM 45665G303 3875 405800 SH Sole 1 405800 0 0 INSULET CORP COM 45784P101 36836 1568819 SH Sole 1 1568819 0 0 INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 4612 110000 SH Sole 0 0 110000 INTERMUNE INC COM 45884X103 60057 4505400 SH Sole 1 3447400 0 1058000 ISHARES TR NASDQ BIO INDX 464287556 25610 500000 SH Put Sole 1 5000 0 0 JOHNSON & JOHNSON COM 478160104 45749 686000 SH Sole 1 0 0 686000 KOSAN BIOSCIENCES INC COM 50064W107 15106 4196000 SH Sole 1 4196000 0 0 LIFECELL CORP COM 531927101 42718 990900 SH Sole 1 990900 0 0 MAXYGEN INC COM 577776107 2505 312000 SH Sole 1 312000 0 0 MEDTRONIC INC COM 585055106 18097 360500 SH Sole 0 0 360500 MENTOR CORP MINN COM 587188103 4770 122000 SH Sole 0 0 122000 MERCK & CO INC COM 589331107 110971 1910000 SH Sole 240000 0 1670000 MILLENNIUM PHARMACEUTICALS I COM 599902103 52944 3534300 SH Sole 1 2964300 0 570000 MYLAN INC COM 628530107 90577 6442200 SH Sole 1 5215600 0 1226600 NATUS MEDICAL INC DEL COM 639050103 718 37100 SH Sole 1 37100 0 0 NEOSE TECHNOLOGIES INC COM 640522108 2013 1881000 SH Sole 1 1881000 0 0 NEUROGEN CORP COM 64124E106 6800 1971000 SH Sole 1 1971000 0 0 NPS PHARMACEUTICALS INC COM 62936P103 15587 4069800 SH Sole 1 4069800 0 0 ONYX PHARMACEUTICALS INC COM 683399109 138216 2485000 SH Sole 1 1869800 0 615200 OREXIGEN THERAPEUTICS INC COM 686164104 2169 152200 SH Sole 1 152200 0 0 OSCIENT PHARMACEUTICALS CORP NOTE 3.500% 4/1 68812RAC9 1470 3340000 SH Sole 1 3340000 0 0 OSI PHARMACEUTICALS INC COM 671040103 147815 3047100 SH Sole 1 2417100 0 630000 PAR PHARMACEUTICAL COS INC COM 69888P106 65292 2720500 SH Sole 1 1949900 0 770600 PDL BIOPHARMA INC COM 69329Y104 4343 247900 SH Sole 1 247900 0 0 PFIZER INC COM 717081103 78655 3460400 SH Sole 1 2091400 0 1369000 PHARMACOPEIA INC COM 7171EP101 6438 1349600 SH Sole 1 1349600 0 0 PONIARD PHARMACEUTICALS INC COM NEW 732449301 12187 2763600 SH Sole 1 2763600 0 0 QLT INC COM 746927102 14087 3187000 SH Sole 1 2248000 0 939000 REPROS THERAPEUTICS INC COM 76028H100 3124 335200 SH Sole 1 335200 0 0 ROSETTA GENOMICS LTD SHS M82183100 2104 409300 SH Sole 1 409300 0 0 SCHERING PLOUGH CORP COM 806605101 254836 9565900 SH Sole 1 7041500 0 2524400 SEPRACOR INC COM 817315104 34393 1310200 SH Sole 1310200 0 0 SGX PHARMACEUTICALS INC COM 78423C108 11464 2408400 SH Sole 1 1738400 0 670000 SONOSITE INC COM 83568G104 40562 1204700 SH Sole 1 856200 0 348500 ST JUDE MED INC COM 790849103 6087 150000 SH Sole 0 0 150000 STRYKER CORP COM 863667101 4849 65000 SH Sole 0 0 65000 SYNTA PHARMACEUTICALS CORP COM 87162T206 152 22700 SH Sole 1 22700 0 0 TARGANTA THERAPEUTICS CORP COM 87612C100 16669 1843909 SH Sole 1843909 0 0 TARGETED GENETICS CORP COM NEW 87612M306 2041 1325000 SH Sole 1 1325000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 14398 250000 SH Sole 0 0 250000 TRIMERIS INC COM 896263100 11850 1697700 SH Sole 1 1697700 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 78836 3393700 SH Sole 1 2665700 0 728000 VIVUS INC COM 928551100 22554 4354104 SH Sole 1 4354104 0 0 VNUS MED TECHNOLOGIES INC COM 928566108 4654 320500 SH Sole 1 221500 0 99000 VOLCANO CORPORATION COM 928645100 29595 2365685 SH Sole 1 2365685 0 0 WYETH COM 983024100 32497 735400 SH Sole 0 0 735400 XOMA LTD ORD G9825R107 32942 9717461 SH Sole 1 9717461 0 0
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