ORBIMED ADVISORS LLC

Position in MLYS — Mineralys Therapeutics, Inc.

CIK 1055951 New York, NY

Position in MLYS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$56,935,894

+$1,322,833 QoQ

Shares Held

2,110,300

+2.8% QoQ

Ownership

2.39%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#11

of 224 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 25% Shared 0% None 75%

Healthcare · as of Jun 30, 2026

ORBIMED ADVISORS LLC holds $3,639,640,835 across 90 Biotechnology names. MLYS ranks #18 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EWTX	Edgewise Therapeutics, Inc.	15,518,492	$630,516,329
2	ELVN	Enliven Therapeutics, Inc.	6,776,632	$343,914,074
3	MBX	MBX Biosciences, Inc.	3,428,736	$189,266,227
4	GPCR	Structure Therapeutics Inc.	2,209,400	$118,578,498
5	SION	Sionna Therapeutics, Inc.	2,555,877	$112,433,029
6	CRVS	Corvus Pharmaceuticals, Inc.	7,165,006	$107,045,189
7	AVBP	ArriVent BioPharma, Inc.	3,027,328	$105,169,374
8	ARGX	Argenx SE	92,880	$86,171,277

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$56,935,894	2,110,300	+2.8%	Shares	Defined	2026-08-14
2026-03-31	$55,613,061	2,052,900	+109.4%	Shares	Defined	2026-05-15
2025-12-31	$35,578,716	980,400	-33.3%	Shares	Defined	2026-02-17
2025-09-30	$55,723,212	1,469,494	+93.3%	Shares	Defined	2025-11-14
2025-06-30	$10,287,549	760,351	-52.8%	Shares	Defined	2025-08-14
2024-12-31	$19,839,251	1,611,637	-19.5%	Shares	Defined	2025-02-14
2024-09-30	$24,255,591	2,002,939	-0.9%	Shares	Defined	2024-11-14
2024-06-30	$23,650,660	2,021,424	0.0%	Shares	Defined	2024-08-14
2024-03-31	$26,096,583	2,021,424	—	Shares	Defined	2024-05-15
No filing history on record for this holder in this stock.