-----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, S0TfGmqRlIq/629HYjg06rTLVnOj4vBJ+MTLSR7/d9U7k3jJcyJSeWt9LPJM4SXI ewAQXx5I+9CcBKhnSL6Xbg== 0001172661-07-000509.txt : 20071114 0001172661-07-000509.hdr.sgml : 20071114 20071114143003 ACCESSION NUMBER: 0001172661-07-000509 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20070930 FILED AS OF DATE: 20071114 DATE AS OF CHANGE: 20071114 EFFECTIVENESS DATE: 20071114 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: 071243459 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 orb3q07.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: September 30, 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 November 14, 2007 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: 102 Form13F Information Table Value Total: $4,391,707 (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 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 127401 2376000 SH Sole 1 1567000 0 809000 ACHILLION PHARMACEUTICALS IN COM 00448Q201 2689 416200 SH Sole 1 416200 0 0 ADHEREX TECHNOLOGIES INC COM NEW 00686R200 2486 6503907 SH Sole 1 6503907 0 0 ADVANCED LIFE SCIENCES HLDGS COM 00765H107 300 167500 SH Sole 1 167500 0 0 AFFYMAX INC COM 00826A109 2579 95300 SH Sole 1 95300 0 0 ALEXZA PHARMACEUTICALS INC COM 015384100 8929 1031100 SH Sole 1 1031100 0 0 ALIGN TECHNOLOGY INC COM 016255101 127886 5048800 SH Sole 1 4608100 0 440700 ALLOS THERAPEUTICS INC COM 019777101 15804 3327100 SH Sole 1 3327100 0 0 AMAG PHARMACEUTICALS INC COM 00163U106 21942 383600 SH Sole 1 273000 0 110600 AMGEN INC COM 031162100 275909 4877300 SH Sole 1 3435300 0 1442000 AMYLIN PHARMACEUTICALS INC COM 032346108 2832 2935 SH Call Sole 1 2250 0 685 AP PHARMA INC COM NEW 00202J203 4766 2325000 SH Sole 1 2325000 0 0 APPLERA CORP COM AP BIO GRP 038020103 7448 215000 SH Sole 0 0 215000 ARENA PHARMACEUTICALS INC COM 040047102 5163 471527 SH Sole 1 430600 0 40927 ARIAD PHARMACEUTICALS INC COM 04033A100 8630 1863900 SH Sole 1 1863900 0 0 ARQULE INC COM 04269E107 19791 2775800 SH Sole 1 2775800 0 0 ARRAY BIOPHARMA INC COM 04269X105 17241 1535300 SH Sole 1 1535300 0 0 ASPREVA PHARMACEUTICALS CORP COM 04538T109 32091 1563900 SH Sole 1 1180800 0 383100 AVANIR PHARMACEUTICALS CL A NEW 05348P401 3651 1706138 SH Sole 1 1706138 0 0 BARR PHARMACEUTICALS INC COM 068306109 1707 30000 SH Sole 1 30000 0 0 BAXTER INTL INC COM 071813109 106634 1894700 SH Sole 1 1479700 0 415000 BECKMAN COULTER INC COM 075811109 12170 165000 SH Sole 1 50000 0 115000 BECTON DICKINSON & CO COM 075887109 9026 110000 SH Sole 0 0 110000 BIOCRYST PHARMACEUTICALS COM 09058V103 13496 1869231 SH Sole 1 1869231 0 0 BIODEL INC COM 09064M105 33510 1966574 SH Sole 1 1966574 0 0 BIOGEN IDEC INC COM 09062X103 81274 1225300 SH Sole 1 930300 0 295000 BIOMARIN PHARMACEUTICAL INC COM 09061G101 146026 5864500 SH Sole 1 5469800 0 394700 BRISTOL MYERS SQUIBB CO COM 110122108 490 5000 SH Call Sole 1 4500 0 500 BRISTOL MYERS SQUIBB CO COM 110122108 119545 4148000 SH Sole 1 2959000 0 1189000 CALIPER LIFE SCIENCES INC COM 130872104 3903 680000 SH Sole 0 0 680000 CELGENE CORP COM 151020104 10711 150200 SH Sole 1 150200 0 0 CEPHALON INC COM 156708109 119227 1631900 SH Sole 1 1379900 0 252000 COLLAGENEX PHARMACEUTICALS I COM 19419B100 691 77000 SH Sole 1 77000 0 0 COVIDIEN LTD COM G2552X108 12450 300000 SH Sole 0 0 300000 CUBIST PHARMACEUTICALS INC COM 229678107 426 4840 SH Call Sole 1 3440 0 1400 CUBIST PHARMACEUTICALS INC COM 229678107 64434 3049400 SH Sole 1 2207500 0 841900 CURAGEN CORP COM 23126R101 684 496000 SH Sole 1 496000 0 0 CURIS INC COM 231269101 5750 5867511 SH Sole 1 5867511 0 0 CYTOGEN CORP COM NEW 232824300 1675 2120300 SH Sole 1 2120300 0 0 CYTOKINETICS INC COM 23282W100 16878 3296500 SH Sole 1 3296500 0 0 CYTRX CORP COM NEW 232828301 12092 3515000 SH Sole 1 3515000 0 0 DENDREON CORP COM 24823Q107 3617 8314 SH Put Sole 1 5909 0 2405 DISCOVERY LABORATORIES INC N COM 254668106 320 118900 SH Sole 1 118900 0 0 ENDO PHARMACEUTICALS HLDGS I COM 29264F205 101477 3272400 SH Sole 1 2430400 0 842000 ENZON PHARMACEUTICALS INC COM 293904108 5797 658000 SH Sole 1 658000 0 0 EPIX PHARMACEUTICALS INC COM NEW 26881Q309 12099 2979999 SH Sole 1 2979999 0 0 EXELIXIS INC COM 30161Q104 49889 4711000 SH Sole 1 4131000 0 580000 GEN-PROBE INC NEW COM 36866T103 228945 3438650 SH Sole 1 2825650 0 613000 GENELABS TECHNOLOGIES INC COM NEW 368706206 5163 2717392 SH Sole 1 2717392 0 0 GENENTECH INC COM NEW 368710406 292224 3745500 SH Sole 1 2677500 0 1068000 GENOMIC HEALTH INC COM 37244C101 51800 2699300 SH Sole 1 2699300 0 0 GENZYME CORP COM 372917104 239805 3870314 SH Sole 1 2807314 0 1063000 GILEAD SCIENCES INC COM 375558103 63831 1561800 SH Sole 1 548800 0 1013000 GIVEN IMAGING ORD SHS M52020100 6888 250000 SH Sole 250000 0 0 HANA BIOSCIENCES INC COM 40963P105 825 717246 SH Sole 717246 0 0 IMCLONE SYS INC COM 45245W109 22357 540800 SH Sole 1 386500 0 154300 INDEVUS PHARMACEUTICALS INC COM 454072109 37742 5461900 SH Sole 1 4811900 0 650000 INFINITY PHARMACEUTICALS INC COM 45665G303 4298 474400 SH Sole 1 474400 0 0 INSULET CORP COM 45784P101 34122 1568819 SH Sole 1 1568819 0 0 INTERMUNE INC COM 45884X103 53409 2791900 SH Sole 1 2522900 0 269000 ISHARES TR NASDQ BIO INDX 464287556 433 2500 SH Put Sole 1 2000 0 500 JOHNSON & JOHNSON COM 478160104 63729 970000 SH Sole 284000 0 686000 KOSAN BIOSCIENCES INC COM 50064W107 20014 3994900 SH Sole 1 3994900 0 0 LIFECELL CORP COM 531927101 119600 3183400 SH Sole 1 2868800 0 314600 LILLY ELI & CO COM 532457108 89374 1569900 SH Sole 1 904400 0 665500 MEDTRONIC INC COM 585055106 27500 487500 SH Sole 0 0 487500 MERCK & CO INC COM 589331107 76966 1489000 SH Sole 0 0 1489000 MILLENNIUM PHARMACEUTICALS I COM 599902103 83176 8194700 SH Sole 1 6197700 0 1997000 MOMENTA PHARMACEUTICALS INC COM 60877T100 38070 3342400 SH Sole 1 2830700 0 511700 NEOSE TECHNOLOGIES INC COM 640522108 2897 1881000 SH Sole 1 1881000 0 0 NEUROGEN CORP COM 64124E106 8751 1971000 SH Sole 1 1971000 0 0 NPS PHARMACEUTICALS INC COM 62936P103 23401 4069800 SH Sole 1 4069800 0 0 OMRIX BIOPHARMACEUTICALS INC COM 681989109 16642 471300 SH Sole 1 471300 0 0 ONYX PHARMACEUTICALS INC COM 683399109 174807 4016700 SH Sole 1 2890900 0 1125800 OREXIGEN THERAPEUTICS INC COM 686164104 2279 172500 SH Sole 1 172500 0 0 OSCIENT PHARMACEUTICALS CORP NOTE 3.500% 4/1 68812RAC9 2154 3340000 SH Sole 1 3340000 0 0 OSI PHARMACEUTICALS INC COM 671040103 150810 4436900 SH Sole 1 3447200 0 989700 PANACOS PHARMACEUTICALS INC COM 69811Q106 4915 3072100 SH Sole 1 3072100 0 0 PAR PHARMACEUTICAL COS INC COM 69888P106 23181 1249000 SH Sole 1 996100 0 252900 PDL BIOPHARMA INC COM 69329Y104 6386 295500 SH Sole 1 295500 0 0 PFIZER INC COM 717081103 100270 4104400 SH Sole 1 2735400 0 1369000 PHARMACEUTICAL HLDRS TR DEPOSITRY RCPT 71712A206 1225 5000 SH Put Sole 1 4200 0 800 PHARMACOPEIA INC COM 7171EP101 8492 1484600 SH Sole 1 1484600 0 0 PONIARD PHARMACEUTICALS INC COM NEW 732449301 13299 2345500 SH Sole 1 2345500 0 0 REPROS THERAPEUTICS INC COM 76028H100 9075 789100 SH Sole 1 789100 0 0 ROSETTA GENOMICS LTD SHS M82183100 2984 429400 SH Sole 1 429400 0 0 SAVIENT PHARMACEUTICALS INC COM 80517Q100 6083 418100 SH Sole 1 369900 0 48200 SCHERING PLOUGH CORP COM 806605101 247853 7836000 SH Sole 1 5767000 0 2069000 SEATTLE GENETICS INC COM 812578102 8430 750000 SH Sole 1 750000 0 0 SEPRACOR INC COM 817315104 23628 859200 SH Sole 859200 0 0 SONOSITE INC COM 83568G104 26525 869100 SH Sole 1 622800 0 246300 ST JUDE MED INC COM 790849103 6611 150000 SH Sole 0 0 150000 STRYKER CORP COM 863667101 4469 65000 SH Sole 0 0 65000 SYNTA PHARMACEUTICALS CORP COM 87162T206 1344 203700 SH Sole 1 203700 0 0 TARGETED GENETICS CORP COM NEW 87612M306 2478 1325000 SH Sole 1 1325000 0 0 TRIMERIS INC COM 896263100 8390 1078400 SH Sole 1 1078400 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 155380 4045300 SH Sole 1 3215900 0 829400 VIVUS INC COM 928551100 21596 4354104 SH Sole 1 4354104 0 0 VNUS MED TECHNOLOGIES INC COM 928566108 16748 1054000 SH Sole 1 729000 0 325000 VOLCANO CORPORATION COM 928645100 38892 2365685 SH Sole 1 2365685 0 0 WYETH COM 983024100 44768 1004900 SH Sole 1 678500 0 326400 XOMA LTD ORD G9825R107 33137 9717461 SH Sole 1 9717461 0 0
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