Samuel Isaly reported his amended 13F portfolio on November 23rd. He made a lot of changes to his original third quarter 13F which was filed a few days ago. He disclosed that he sold his entire stakes in 12 stocks, including Alnylam Pharmaceuticals Inc. (ALNY), Ariad Pharmaceuticals Inc. (ARIC), China Nuokang Bio-Pharm Inc. (NKBP), Dendreon Corp (DNDN), Endocyte Inc. (ECYT), Impax Laboratories Inc. (IPXL), Ishares Tr (GRG), Pernix Therapeutics Hldgs In (PTX), Savient Pharmaceuticals Inc. (SVNT), St Jude Med Inc. (STJ), Teva Pharmaceutical Inds Ltd (TEVA), and Vertex Pharmaceuticals Inc. (VRTX).
Samuel Isaly also complemented 11 positions in his amended 13F, including Allos Therapeutics Inc. (ALTH), Covidien Plc (COV), Idenix Pharmaceuticals Inc. (IDIX), Insmed Inc. (INSM), Intermune Inc. (ITMN), Mylan Inc. (MYL), Orexigen Therapeutics Inc. (OREX), Questcor Pharmaceuticals Inc. (QCOR), Sanofi (SNY), Targacept Inc. (TRGT), and United Therapeutics Corp Del (UTHR).
According to the latest amended 13F filing, Samuel Isaly took 9.75 million shares in Allos Therapeutics Inc. (ALTH), 8.98 million shares in Antares Pharma Inc. (AIS), and 6.73 million shares in Pfizer Inc. (PFE). These are the top three positions in Samuel Isaly’s portfolio. Samuel Isaly did not make change to these positions after the second quarter.
Samuel Isaly’s Orbimed Advisors is the world's largest healthcare-dedicated investment firm. The firm has with approximately $5 billion in assets under management. The firm was founded in 1989 with a vision to invest across the spectrum of healthcare companies. The firm manages a series of venture capital funds and public equity investment funds.