-----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, Scs55av7haZfWBvZ/4zWSm1QvPuOY9YgKViBRth8uxyOvLSNeU//ldJQpCvhG8bA uDEKXD91x9Lvgt1kIh6lwg== 0001172661-09-001382.txt : 20090814 0001172661-09-001382.hdr.sgml : 20090814 20090814155923 ACCESSION NUMBER: 0001172661-09-001382 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090331 FILED AS OF DATE: 20090814 DATE AS OF CHANGE: 20090814 EFFECTIVENESS DATE: 20090814 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-06774 FILM NUMBER: 091015635 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/A 1 orb1q09a.txt FORM 13F HOLDINGS REPORT AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2009 Check here if Amendment [ X]; Amendment Number: 1 This Amendment (Check only one.): [ X] 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 14, 2009 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: 83 Form13F Information Table Value Total: $2,355,800 (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 95639 2005000 SH DEFINED 1 1740400 0 264600 AFFYMETRIX INC COM 00826T108 4200 8000000 PRN DEFINED 1 8000000 0 0 AFFYMETRIX INC COM 00826T108 3846 1176000 SH DEFINED 1 1176000 0 0 ALEXION PHARMACEUTICALS INC COM 015351109 42499 1128500 SH DEFINED 1 1128500 0 0 ALIGN TECHNOLOGY INC COM 016255101 30808 3885000 SH DEFINED 1 3228500 0 656500 ALLERGAN INC COM 018490102 7164 150000 SH Put DEFINED 1 90000 0 60000 ALLOS THERAPEUTICS INC COM 019777101 45103 7298200 SH DEFINED 1 6122900 0 1175300 AMARIN CORP PLC SPONS ADR NEW 023111206 2315 3260870 SH DEFINED 1 3260870 0 0 AMGEN INC COM 031162100 128896 2602900 SH SOLE 2098000 0 504900 ANTARES PHARMA INC COM 036642106 813 1890400 SH DEFINED 1 1316100 0 574300 AP PHARMA INC COM NEW 00202J203 1184 2193400 SH DEFINED 1 2193400 0 0 ARIAD PHARMACEUTICALS INC COM 04033A100 4979 4184200 SH DEFINED 1 2054200 0 2130000 ARYX THERAPEUTICS INC COM 043387109 11523 3340139 SH DEFINED 1 3340139 0 0 ATHERSYS INC COM 04744L106 3249 3610200 SH DEFINED 1 3610200 0 0 AVANIR PHARMACEUTICALS INC CL A NEW 05348P401 2366 4638759 SH DEFINED 1 4638759 0 0 BAXTER INTL INC COM 071813109 55384 1081300 SH DEFINED 1 796800 0 284500 BECKMAN COULTER INC COM 075811109 5866 115000 SH DEFINED 1 0 0 115000 BECTON DICKINSON & CO COM 075887109 7396 110000 SH SOLE 0 0 110000 BIOCRYST PHARMACEUTICALS COM 09058V103 4094 1869231 SH SOLE 1869231 0 0 BIODEL INC COM 09064M105 9444 1812574 SH DEFINED 1 1812574 0 0 BIOGEN IDEC INC COM 09062X103 126217 2407800 SH DEFINED 1 2077800 0 330000 BIOMARIN PHARMACEUTICAL INC COM 09061G101 45433 3678800 SH DEFINED 1 3072800 0 606000 BOSTON SCIENTIFIC CORP COM 101137107 3452 434200 SH DEFINED 1 0 0 434200 BRISTOL MYERS SQUIBB CO COM 110122108 109284 4985600 SH DEFINED 1 4271100 0 714500 CELGENE CORP COM 151020104 53071 1195300 SH DEFINED 1 885100 0 310200 CEPHALON INC COM 156708109 2193 32200 SH DEFINED 1 32200 0 0 COVANCE INC COM 222816100 1710 48000 SH DEFINED 1 0 0 48000 CUBIST PHARMACEUTICALS INC COM 229678107 25145 1537000 SH DEFINED 1 1537000 0 0 CURIS INC COM 231269101 8023 5813711 SH DEFINED 1 5813711 0 0 CYTOKINETICS INC COM 23282W100 6577 3868600 SH DEFINED 1 3868600 0 0 DENDREON CORP COM 24823Q107 12984 3091500 SH DEFINED 1 2224100 0 867400 DENDREON CORP COM 24823Q107 360 85700 SH Call DEFINED 1 52200 0 33500 ELAN PLC ADR 284131208 63083 9500400 SH DEFINED 1 8130700 0 1369700 ENTEROMEDICS INC COM 29365M109 612 450000 SH SOLE 0 0 450000 EXELIXIS INC COM 30161Q104 33616 7307900 SH DEFINED 1 6107900 0 1200000 GEN-PROBE INC NEW COM 36866T103 38675 848500 SH DEFINED 1 848500 0 0 GENOMIC HEALTH INC COM 37244C101 29822 1223200 SH DEFINED 1 1223200 0 0 GENZYME CORP COM 372917104 129488 2180300 SH DEFINED 1 2180300 0 0 GILEAD SCIENCES INC COM 375558103 144333 3116000 SH DEFINED 1 3116000 0 0 HOSPIRA INC COM 441060100 3086 100000 SH Call DEFINED 1 100000 0 0 INSULET CORP COM 45784P101 7457 1818783 SH DEFINED 1 1818783 0 0 INTERMUNE INC COM 45884X103 35318 2148300 SH DEFINED 1 2148300 0 0 ISHARES TR NASDQ BIO INDX 464287556 29858 450000 SH Put DEFINED 1 316000 0 134000 JOHNSON & JOHNSON COM 478160104 3945 75000 SH DEFINED 1 75000 0 0 JOHNSON & JOHNSON COM 478160104 21040 400000 SH Call DEFINED 1 400000 0 0 LIFE TECHNOLOGIES CORP COM 53217V109 8307 255770 SH DEFINED 1 111500 0 144270 MASIMO CORP COM 574795100 38057 1313200 SH SOLE 1233200 0 80000 MEDTRONIC INC COM 585055106 8045 273000 SH DEFINED 1 0 0 273000 MERCK & CO INC COM 589331107 6688 250000 SH Call DEFINED 1 250000 0 0 MILLIPORE CORP COM 601073109 3272 57000 SH DEFINED 1 0 0 57000 MYLAN INC COM 628530107 57309 4273600 SH SOLE 3748600 0 525000 MYLAN INC COM 628530107 2682 200000 SH Put SOLE 120000 0 80000 MYLAN INC PFD CONV 628530206 4306 5000 PRN DEFINED 1 5000 0 0 NPS PHARMACEUTICALS INC COM 62936P103 21727 5173000 SH DEFINED 1 5173000 0 0 NXSTAGE MEDICAL INC COM 67072V103 14753 5718256 SH DEFINED 1 5718256 0 0 NXSTAGE MEDICAL INC COM 67072V103 30 11667 SH Call DEFINED 1 11667 0 0 ONYX PHARMACEUTICALS INC COM 683399109 65163 2282400 SH DEFINED 1 1947400 0 335000 OSCIENT PHARMACEUTICALS CORP COM NEW 68812R303 340 2836500 SH SOLE 2836500 0 0 OSI PHARMACEUTICALS INC COM 671040103 66733 1744200 SH DEFINED 1 1529200 0 215000 PAR PHARMACEUTICAL COS INC COM 69888P106 28905 3052300 SH DEFINED 1 2534700 0 517600 PDL BIOPHARMA INC COM 69329Y104 6728 950300 SH DEFINED 1 950300 0 0 PHARMASSET INC COM 71715N106 715 72900 SH DEFINED 1 72900 0 0 PONIARD PHARMACEUTICALS INC COM NEW 732449301 5047 2358300 SH DEFINED 1 2358300 0 0 SAVIENT PHARMACEUTICALS INC COM 80517Q100 495 100000 SH Call DEFINED 1 60000 0 40000 SCHERING PLOUGH CORP COM 806605101 100514 4268100 SH DEFINED 1 3565900 0 702200 SHIRE PLC SPONSORED ADR 82481R106 71966 2002400 SH DEFINED 1 1742400 0 260000 SPDR TR UNIT SER 1 78462F103 7952 100000 SH Put DEFINED 1 60000 0 40000 ST JUDE MED INC COM 790849103 7811 215000 SH DEFINED 1 0 0 215000 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 4055 90000 SH SOLE 0 0 90000 THERMO FISHER SCIENTIFIC INC COM 883556102 16818 471500 SH SOLE 71500 0 400000 TRIMERIS INC COM 896263100 3922 2241000 SH DEFINED 1 2241000 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 63387 959100 SH DEFINED 1 839100 0 120000 VERTEX PHARMACEUTICALS INC COM 92532F100 85388 2972100 SH DEFINED 1 2532100 0 440000 VIVUS INC COM 928551100 8356 1934200 SH DEFINED 1 1934200 0 0 VOLCANO CORPORATION COM 928645100 27790 1909999 SH DEFINED 1 1909999 0 0 WARNER CHILCOTT LIMITED COM CL A G9435N108 44708 1345000 SH SOLE 1024000 0 321000 WARNER CHILCOTT LIMITED COM CL A G9435N108 2630 250000 SH Call DEFINED 1 150000 0 100000 WATERS CORP COM 941848103 2217 60000 SH DEFINED 1 0 0 60000 WATSON PHARMACEUTICALS INC COM 942683103 6222 200000 SH Call DEFINED 1 120000 0 80000 WYETH COM 983024100 128690 2990000 SH SOLE 2557800 0 432200 WYETH COM 983024100 21374 500000 SH Call DEFINED 1 345000 0 155000 XOMA LTD ORD G9825R107 7498 14147069 SH DEFINED 1 10742669 0 3404400 ZIMMER HLDGS INC COM 98956P102 3650 100000 SH SOLE 0 0 100000
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