-----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, Prb0ze4/vd+5o7G0F1C8zvuhAiFzKOCHRTrGEOqwepGD5uqjfstbGUlQVUhG7AuG 2qtijEL1hgw2ja6dH87Stg== 0001172661-10-000134.txt : 20100216 0001172661-10-000134.hdr.sgml : 20100215 20100216110132 ACCESSION NUMBER: 0001172661-10-000134 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20091231 FILED AS OF DATE: 20100216 DATE AS OF CHANGE: 20100216 EFFECTIVENESS DATE: 20100216 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: 10603340 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 orb4q09.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, 2009 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: /s/ Samuel D. Isaly New York, NY February 16, 2010 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: 95 Form13F Information Table Value Total: $2,640,572 (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 20003 370500 SH SOLE 237000 0 133500 AETNA INC NEW COM 00817Y108 24824 783100 SH DEFINED 1 685100 0 98000 AFFYMETRIX INC COM 00826T108 2891 495000 SH DEFINED 1 495000 0 0 ALCON INC COM SHS H01301102 16435 100000 SH CALL DEFINED 1 54500 0 45500 ALEXION PHARMACEUTICALS INC COM 015351109 36571 749100 SH DEFINED 1 749100 0 0 ALEXZA PHARMACEUTICALS INC COM 015384100 4524 1884900 SH DEFINED 1 1884900 0 0 ALIGN TECHNOLOGY INC COM 016255101 44001 2469200 SH DEFINED 1 2009200 0 460000 ALLERGAN INC COM 018490102 76696 1217200 SH DEFINED 1 994500 0 222700 ALLOS THERAPEUTICS INC COM 019777101 2303 350000 SH CALL DEFINED 1 192500 0 157500 ALLOS THERAPEUTICS INC COM 019777101 59497 9042100 SH DEFINED 1 7641100 0 1401000 AMARIN CORP PLC SPONS ADR NEW 023111206 14673 10260870 SH SOLE 10260870 0 0 AMGEN INC COM 031162100 170949 3021900 SH DEFINED 1 2296900 0 725000 ANADYS PHARMACEUTICALS INC COM 03252Q408 1702 806500 SH DEFINED 1 672100 0 134400 ANTARES PHARMA INC COM 036642106 2155 1890400 SH DEFINED 1 1316100 0 574300 AP PHARMA INC COM NEW 00202J203 2322 1842600 SH DEFINED 1 1842600 0 0 ATHERSYS INC COM 04744L106 7455 1805100 SH SOLE 1805100 0 0 BAXTER INTL INC COM 071813109 56532 963400 SH DEFINED 1 599500 0 363900 BECKMAN COULTER INC COM 075811109 7526 115000 SH SOLE 0 0 115000 BECTON DICKINSON & CO COM 075887109 8675 110000 SH SOLE 0 0 110000 BIODEL INC COM 09064M105 4163 959300 SH SOLE 959300 0 0 BIOFORM MEDICAL INC COM 09065G107 1668 490500 SH DEFINED 1 490500 0 0 BIOGEN IDEC INC COM 09062X103 5436 101600 SH DEFINED 1 101600 0 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 59823 3180400 SH DEFINED 1 2735400 0 445000 BOSTON SCIENTIFIC CORP COM 101137107 7515 835000 SH SOLE 0 0 835000 BRISTOL MYERS SQUIBB CO COM 110122108 108618 4301700 SH DEFINED 1 3546000 0 755700 CELGENE CORP COM 151020104 62612 1124500 SH DEFINED 1 739500 0 385000 CEPHALON INC COM 156708109 5861 93900 SH DEFINED 1 43900 0 50000 CIGNA CORP COM 125509109 6356 180200 SH DEFINED 1 87200 0 93000 CLINICAL DATA INC NEW COM 18725U109 5253 287700 SH DEFINED 1 287700 0 0 COVANCE INC COM 222816100 2619 48000 SH SOLE 0 0 48000 COVIDIEN PLC SHS G2554F105 5028 105000 SH SOLE 0 0 105000 CUBIST PHARMACEUTICALS INC COM 229678107 34878 1838600 SH DEFINED 1 1838600 0 0 CURIS INC COM 231269101 10541 3243400 SH DEFINED 1 3243400 0 0 CYNOSURE INC CL A 232577205 1267 110300 SH DEFINED 1 110300 0 0 CYTOKINETICS INC COM 23282W100 3962 1361600 SH DEFINED 1 1361600 0 0 DENDREON CORP COM 24823Q107 81452 3099400 SH DEFINED 1 2580300 0 519100 DENDREON CORP NOTE 4.750% 6/1 24823QAB3 4628 1700000 PRN SOLE 1700000 0 0 ELAN PLC ADR 284131208 56887 8725000 SH DEFINED 1 7355300 0 1369700 ENDO PHARMACEUTICALS HLDGS I COM 29264F205 76306 3718600 SH DEFINED 1 3308600 0 410000 GEN-PROBE INC NEW COM 36866T103 34894 813000 SH DEFINED 1 813000 0 0 GENOMIC HEALTH INC COM 37244C101 16720 854800 SH DEFINED 1 854800 0 0 GENZYME CORP COM 372917104 109057 2225200 SH DEFINED 1 1881400 0 343800 GILEAD SCIENCES INC COM 375558103 130758 3021900 SH DEFINED 1 2321900 0 700000 GIVEN IMAGING ORD SHS M52020100 864 49500 SH SOLE 0 0 49500 GTX INC DEL COM 40052B108 1787 425500 SH DEFINED 1 290400 0 135100 HOSPIRA INC COM 441060100 33864 664000 SH DEFINED 1 544000 0 120000 ILLUMINA INC COM 452327109 39200 1277700 SH DEFINED 1 1037700 0 240000 INCYTE CORP COM 45337C102 1842 202200 SH DEFINED 1 202200 0 0 INHIBITEX INC COM 45719T103 3219 3124999 SH SOLE 3124999 0 0 INSULET CORP COM 45784P101 25973 1818803 SH SOLE 1818803 0 0 INTERMUNE INC COM 45884X103 41367 3172300 SH DEFINED 1 2646500 0 525800 JOHNSON & JOHNSON COM 478160104 165199 2564800 SH DEFINED 1 2121800 0 443000 K V PHARMACEUTICAL CO NOTE 2.500% 5/1 482740AC1 2788 5000000 PRN SOLE 5000000 0 0 LIFE TECHNOLOGIES CORP COM 53217V109 2350 45000 SH SOLE 0 0 45000 MAP PHARMACEUTICALS INC COM 56509R108 10556 1107700 SH DEFINED 1 719700 0 388000 MASIMO CORP COM 574795100 22316 733600 SH DEFINED 1 733600 0 0 MEDICINES CO COM 584688105 32323 3875600 SH DEFINED 1 3126800 0 748800 MEDIVATION INC COM 58501N101 7530 200000 SH CALL DEFINED 1 110000 0 90000 MEDIVATION INC COM 58501N101 7338 194900 SH DEFINED 1 149900 0 45000 MEDTRONIC INC COM 585055106 36521 830400 SH DEFINED 1 70400 0 760000 MERCK & CO INC NEW COM 58933Y105 46676 1277400 SH DEFINED 1 847000 0 430400 MILLIPORE CORP COM 601073109 4124 57000 SH SOLE 0 0 57000 MOMENTA PHARMACEUTICALS INC COM 60877T100 10072 799400 SH DEFINED 1 799400 0 0 MYLAN INC COM 628530107 29794 1616600 SH DEFINED 1 1341600 0 275000 MYLAN INC PFD CONV 628530206 31701 27500 PRN DEFINED 1 27500 0 0 MYRIAD GENETICS INC COM 62855J104 1782 68300 SH DEFINED 1 68300 0 0 NPS PHARMACEUTICALS INC COM 62936P103 14685 4319000 SH DEFINED 1 4319000 0 0 NXSTAGE MEDICAL INC COM 67072V103 47747 5718256 SH SOLE 5718256 0 0 NXSTAGE MEDICAL INC COM 67072V103 97 11667 SH CALL SOLE 11667 0 0 OSI PHARMACEUTICALS INC COM 671040103 51488 1657700 SH DEFINED 1 1370500 0 287200 PFIZER INC COM 717081103 47050 2586580 SH DEFINED 1 1554980 0 1031600 PFIZER INC COM 717081103 18190 1000000 SH CALL DEFINED 1 645000 0 355000 PHARMACYCLICS INC COM 716933106 3440 1095700 SH DEFINED 1 1095700 0 0 PHARMASSET INC COM 71715N106 2389 115400 SH DEFINED 1 115400 0 0 REGENERON PHARMACEUTICALS COM 75886F107 941 38900 SH DEFINED 1 38900 0 0 RIGEL PHARMACEUTICALS INC COM NEW 766559603 5511 579500 SH DEFINED 1 346500 0 233000 SANTARUS INC COM 802817304 8243 1784300 SH DEFINED 1 1784300 0 0 SAVIENT PHARMACEUTICALS INC COM 80517Q100 2506 184100 SH DEFINED 1 184100 0 0 SHIRE PLC SPONSORED ADR 82481R106 76333 1300400 SH DEFINED 1 1215400 0 85000 SONOSITE INC COM 83568G104 2850 120600 SH DEFINED 1 120600 0 0 ST JUDE MED INC COM 790849103 14712 400000 SH DEFINED 1 185000 0 215000 STRYKER CORP COM 863667101 5037 100000 SH SOLE 0 0 100000 SYNERON MEDICAL LTD ORD SHS M87245102 1298 124200 SH DEFINED 1 124200 0 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 65174 1160100 SH DEFINED 1 990100 0 170000 THERMO FISHER SCIENTIFIC INC COM 883556102 69780 1463200 SH DEFINED 1 1073200 0 390000 TRANSCEPT PHARMACEUTICALS IN COM 89354M106 2339 344000 SH DEFINED 1 344000 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 46279 879000 SH DEFINED 1 799400 0 79600 UNITEDHEALTH GROUP INC COM 91324P102 25036 821400 SH DEFINED 1 721400 0 100000 VERTEX PHARMACEUTICALS INC COM 92532F100 81611 1904584 SH DEFINED 1 1713884 0 190700 VOLCANO CORPORATION COM 928645100 24280 1397000 SH SOLE 1397000 0 0 WARNER CHILCOTT PLC IRELAND SHS A G94368100 9965 350000 SH CALL DEFINED 1 205500 0 144500 WARNER CHILCOTT PLC IRELAND SHS A G94368100 13224 464500 SH DEFINED 1 274500 0 190000 WATERS CORP COM 941848103 4957 80000 SH SOLE 0 0 80000 WELLPOINT INC COM 94973V107 27804 477000 SH DEFINED 1 421000 0 56000 ZIMMER HLDGS INC COM 98956P102 12384 209500 SH DEFINED 1 109500 0 100000
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