-----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, GFaeOUMLQx/Li8lHD3Z9NyZqoKJiIYWz8w8mAj9/j90z0MFjTyjl6FlrMH1FpXer lZMNyLkX6oalyJrYIQl4Fg== 0001172661-10-000507.txt : 20100816 0001172661-10-000507.hdr.sgml : 20100816 20100816151921 ACCESSION NUMBER: 0001172661-10-000507 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100630 FILED AS OF DATE: 20100816 DATE AS OF CHANGE: 20100816 EFFECTIVENESS DATE: 20100816 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: 101019276 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 orb2q10.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, 2010 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 August 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: 92 Form13F Information Table Value Total: $2,709,237 (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 17332 370500 SH SOLE 237000 0 133500 ACHILLION PHARMACEUTICALS IN COM 00448Q201 711 323200 SH DEFINED 1 217000 0 106200 ACORDA THERAPEUTICS INC COM 00484M106 1403 45100 SH DEFINED 1 45100 0 0 AETNA INC NEW COM 00817Y108 23940 907500 SH DEFINED 1 773500 0 134000 AFFYMETRIX INC COM 00826T108 8488 1438700 SH DEFINED 1 1222900 0 215800 ALCON INC COM SHS H01301102 55571 375000 SH DEFINED 1 240000 0 135000 ALEXZA PHARMACEUTICALS INC COM 015384100 5352 1967570 SH DEFINED 1 1967570 0 0 ALIGN TECHNOLOGY INC COM 016255101 19230 1293200 SH DEFINED 1 1044200 0 249000 ALLERGAN INC COM 018490102 62793 1077800 SH DEFINED 1 891800 0 186000 ALLOS THERAPEUTICS INC COM 019777101 55339 9027500 SH DEFINED 1 7626500 0 1401000 AMARIN CORP PLC SPONS ADR NEW 023111206 27190 10919570 SH SOLE 10919570 0 0 AMGEN INC COM 031162100 149757 2847100 SH DEFINED 1 1917100 0 930000 ANADYS PHARMACEUTICALS INC COM 03252Q408 2588 1348116 SH DEFINED 1 1348116 0 0 ANTARES PHARMA INC COM 036642106 3297 1873400 SH DEFINED 1 1299100 0 574300 ATHERSYS INC COM 04744L106 5253 1805100 SH SOLE 1805100 0 0 AVEO PHARMACEUTICALS INC COM 053588109 6398 905000 SH DEFINED 1 621100 0 283900 BAXTER INTL INC COM 071813109 32475 799100 SH DEFINED 1 432100 0 367000 BIOMARIN PHARMACEUTICAL INC COM 09061G101 57326 3023500 SH DEFINED 1 2578500 0 445000 BOSTON SCIENTIFIC CORP COM 101137107 6960 1200000 SH SOLE 0 0 1200000 BRISTOL MYERS SQUIBB CO COM 110122108 138931 5570600 SH DEFINED 1 4576600 0 994000 CELGENE CORP COM 151020104 105645 2078800 SH DEFINED 1 1598800 0 480000 CEPHALON INC COM 156708109 5329 93900 SH DEFINED 1 43900 0 50000 CIGNA CORP COM 125509109 5106 164400 SH DEFINED 1 86400 0 78000 CLINICAL DATA INC NEW COM 18725U109 6139 493500 SH DEFINED 1 443400 0 50100 COVANCE INC COM 222816100 2463 48000 SH SOLE 0 0 48000 COVIDIEN PLC SHS G2554F105 26973 671300 SH DEFINED 1 379300 0 292000 CUBIST PHARMACEUTICALS INC COM 229678107 52378 2542600 SH DEFINED 1 2292600 0 250000 CYNOSURE INC CL A 232577205 1938 179900 SH DEFINED 1 139600 0 40300 CYTOKINETICS INC COM 23282W100 3208 1353500 SH DEFINED 1 1353500 0 0 DELCATH SYS INC COM 24661P104 634 100000 SH PUT DEFINED 1 55000 0 45000 DENDREON CORP COM 24823Q107 4672 144500 SH CALL DEFINED 1 110000 0 34500 DENDREON CORP COM 24823Q107 59820 1850300 SH DEFINED 1 1448900 0 401400 DENDREON CORP NOTE 4.750% 6/1 24823QAB3 3215 1000000 PRN SOLE 1000000 0 0 ELAN PLC ADR 284131208 39828 8850700 SH DEFINED 1 7321000 0 1529700 ENDO PHARMACEUTICALS HLDGS I COM 29264F205 68209 3126000 SH DEFINED 1 2716000 0 410000 GENZYME CORP COM 372917104 123767 2437800 SH DEFINED 1 2094000 0 343800 GILEAD SCIENCES INC COM 375558103 113943 3323900 SH DEFINED 1 2444900 0 879000 GIVEN IMAGING ORD SHS M52020100 3796 243000 SH SOLE 0 0 243000 HEARTWARE INTL INC COM 422368100 350 5000 SH SOLE 0 0 5000 HOSPIRA INC COM 441060100 56807 988800 SH DEFINED 1 758800 0 230000 HUMAN GENOME SCIENCES INC COM 444903108 56673 2501000 SH DEFINED 1 2025700 0 475300 ILLUMINA INC COM 452327109 70497 1619500 SH DEFINED 1 1379500 0 240000 INCYTE CORP COM 45337C102 2516 227300 SH DEFINED 1 227300 0 0 INHIBITEX INC COM 45719T103 7969 3124999 SH SOLE 3124999 0 0 INSULET CORP COM 45784P101 23679 1573385 SH DEFINED 1 1458803 0 114582 INTUITIVE SURGICAL INC COM NEW 46120E602 5681 18000 SH SOLE 0 0 18000 ISHARES TR INDEX NASDQ BIO INDX 464287556 1138 350000 SH DEFINED 1 300000 0 50000 JAZZ PHARMACEUTICALS INC COM 472147107 87 11100 SH CALL DEFINED 1 11100 0 0 JOHNSON & JOHNSON COM 478160104 83653 1416400 SH DEFINED 1 1181400 0 235000 JOHNSON & JOHNSON COM 478160104 23628 400000 SH CALL DEFINED 1 400000 0 0 KING PHARMACEUTICALS INC COM 495582108 1900 250000 SH CALL DEFINED 1 250000 0 0 LEXICON PHARMACEUTICALS INC COM 528872104 2560 2000000 SH DEFINED 1 1587200 0 412800 LILLY ELI & CO COM 532457108 6700 200000 SH PUT DEFINED 1 110000 0 90000 MAP PHARMACEUTICALS INC COM 56509R108 14512 1108600 SH DEFINED 1 711100 0 397500 MEDICINES CO COM 584688105 25544 3356600 SH DEFINED 1 2583600 0 773000 MEDTRONIC INC COM 585055106 17410 480000 SH SOLE 0 0 480000 MERCK & CO INC NEW COM 58933Y105 116090 3319700 SH DEFINED 1 2786700 0 533000 MOMENTA PHARMACEUTICALS INC COM 60877T100 26266 2142400 SH DEFINED 1 1853800 0 288600 MYLAN INC PFD CONV 628530206 22248 21100 SH DEFINED 1 21100 0 0 NPS PHARMACEUTICALS INC COM 62936P103 25239 3919100 SH DEFINED 1 3919100 0 0 NXSTAGE MEDICAL INC COM 67072V103 381 25667 SH SOLE 25667 0 0 NXSTAGE MEDICAL INC COM 67072V103 84859 5718256 SH SOLE 5718256 0 0 ORASURE TECHNOLOGIES INC COM 68554V108 3469 749300 SH DEFINED 1 498700 0 250600 ORTHOFIX INTL N V COM N6748L102 1721 53700 SH DEFINED 1 38100 0 15600 PERRIGO CO COM 714290103 46854 793200 SH DEFINED 1 632200 0 161000 PERRIGO CO COM 714290103 14795 250000 SH CALL DEFINED 1 148000 0 102000 PFIZER INC COM 717081103 127052 8909700 SH DEFINED 1 7236700 0 1673000 PFIZER INC COM 717081103 3573 250000 SH CALL DEFINED 1 250000 0 0 PHARMACYCLICS INC COM 716933106 3310 500000 SH DEFINED 1 352500 0 147500 PHARMACYCLICS INC COM 716933106 34472 5176000 SH DEFINED 1 4176000 0 1000000 PHARMASSET INC COM 71715N106 6214 227300 SH DEFINED 1 172300 0 55000 SAVIENT PHARMACEUTICALS INC COM 80517Q100 4574 363000 SH DEFINED 1 363000 0 0 SEQUENOM INC COM NEW 817337405 6052 1024100 SH DEFINED 1 1024100 0 0 SHIRE PLC SPONSORED ADR 82481R106 97840 1594000 SH DEFINED 1 1439900 0 154100 SOLTA MED INC COM 83438K103 937 492900 SH DEFINED 1 320000 0 172900 ST JUDE MED INC COM 790849103 15075 417700 SH DEFINED 1 186700 0 231000 STRYKER CORP COM 863667101 22192 443300 SH DEFINED 1 228300 0 215000 SUPERGEN INC COM 868059106 3999 1979700 SH DEFINED 1 1241900 0 737800 SYNERON MEDICAL LTD ORD SHS M87245102 3746 364400 SH DEFINED 1 225400 0 139000 THERMO FISHER SCIENTIFIC INC COM 883556102 84827 1729400 SH DEFINED 1 1339400 0 390000 TOMOTHERAPY INC COM 890088107 3886 1222000 SH DEFINED 1 922000 0 300000 TRANSCEPT PHARMACEUTICALS IN COM 89354M106 2981 357900 SH DEFINED 1 357900 0 0 UNITEDHEALTH GROUP INC COM 91324P102 25086 883300 SH DEFINED 1 753300 0 130000 VERTEX PHARMACEUTICALS INC COM 92532F100 52301 1589685 SH DEFINED 1 1343984 0 245700 VIVUS INC COM 928551100 1244 130000 SH PUT DEFINED 1 71500 0 58500 VOLCANO CORPORATION COM 928645100 12547 575000 SH SOLE 575000 0 0 WARNER CHILCOTT PLC IRELAND SHS A G94368100 65630 2872200 SH DEFINED 1 2204700 0 667500 WATERS CORP COM 941848103 6470 100000 SH SOLE 0 0 100000 WATSON PHARMACEUTICALS INC COM 942683103 10190 250000 SH CALL DEFINED 1 200000 0 50000 WATSON PHARMACEUTICALS INC COM 942683103 10005 246600 SH DEFINED 1 136600 0 110000 WELLPOINT INC COM 94973V107 24181 494200 SH DEFINED 1 418200 0 76000 ZIMMER HLDGS INC COM 98956P102 30230 559300 SH DEFINED 1 381300 0 178000
-----END PRIVACY-ENHANCED MESSAGE-----