OrbiMed Advisors SWTX Position
Exited10-Fund ConvergenceOrbiMed Advisors exited their position in SpringWorks Therapeutics Inc. (SWTX) in Q2 2025, after holding the stock for 10 quarters.
The position was first reported in Q1 2023 and has been tracked across 10 quarterly 13F filings.
SWTX is a convergence signal: 10 specialist biotech funds hold this stock, suggesting high institutional conviction.
There is an upcoming Phase 2 readout for Nirogacestat oral tablet in 349 days (Mar 31, 2027), making the timing of OrbiMed's position particularly relevant.
About SpringWorks Therapeutics Inc.
SpringWorks Therapeutics, Inc. acquires, develops, and commercializes medicines for underserved patient populations suffering from rare diseases and cancer. Its lead product candidate is nirogacestat, an oral small molecule gamma secretase inhibitor that is in Phase III clinical trial for the treatment of desmoid tumors. The company is also developing mirdametinib, an oral small molecule MEK inhibitor that is in Phase 2b clinical trials for the treatment of neurofibromatosis type 1-associated plexiform neurofibromas, as well as Phase 1/2a clinical trial for the treatment of NF1-PN; mirdametinib + lifirafenib, a combination therapy that is in Phase 1b/2 clinical trial in patients with advanced or refractory solid tumors; and mirdametinib in monotherapy and combination approaches to treat solid tumors. In addition, it develops BGB-3245, an oral selective small molecule inhibitor of monomeric and dimeric forms of activating BRAF mutations, which is in Phase I clinical trial. The company has collaborations with BeiGene, Ltd., GlaxoSmithKline LLC, and Allogene to develop combination approaches with nirogacestat and mirdametinib; and license agreements with Pfizer Inc. for nirogacestat and mirdametinib. It also has a license agreement with Katholieke Universiteit Leuven and the Flanders Institute for Biotechnology for a portfolio of novel small molecule inhibitors of the TEA Domain; and Dana-Farber Cancer Institute for a portfolio of novel small molecule inhibitors of Epidermal Growth Factor Receptor. In addition, the company has clinical collaboration agreement with Janssen Biotech, Inc., Precision BioSciences, Inc., Seagen Inc., and AbbVie, Inc. SpringWorks Therapeutics, Inc. was founded in 2017 and is headquartered in Stamford, Connecticut.
Full company profile →OrbiMed Advisors SWTX Position History
| Quarter | Action | Shares | Change | Value |
|---|---|---|---|---|
| Q2 2025 | Exited | 0 | -950,200 | $0 |
| Q1 2025 | Decreased | 950,200 | -304,831 | $41.9M |
| Q4 2024 | Decreased | 1,255,031 | -135,600 | $45.3M |
| Q3 2024 | Decreased | 1,390,631 | -316,700 | $44.6M |
| Q2 2024 | Held | 1,707,331 | — | $64.3M |
| Q1 2024 | Decreased | 1,707,331 | -1,512,028 | $84.0M |
| Q4 2023 | Decreased | 3,219,359 | -749,229 | $117.5M |
| Q3 2023 | Decreased | 3,968,588 | -210,000 | $91.8M |
| Q2 2023 | Decreased | 4,178,588 | -320,312 | $109.6M |
| Q1 2023 | New | 4,498,900 | +4,498,900 | $115.8M |
Frequently Asked Questions
Does OrbiMed Advisors own SWTX?
No. OrbiMed Advisors exited their position in SpringWorks Therapeutics Inc. (SWTX) in Q2 2025. They previously held the stock for 10 quarters.
How many hedge funds own SWTX?
10 specialist biotech hedge funds currently hold SWTX, including Deep Track Capital, Boxer Capital, Perceptive Advisors and 7 more. When 3 or more specialist funds hold the same stock, BiotechEdge flags it as a convergence signal.
When did OrbiMed Advisors first buy SWTX?
OrbiMed Advisors's position in SWTX was first reported in Q1 2023. 13F filings are reported with a 45-day delay, so the actual purchase may have occurred earlier in the quarter.
Is OrbiMed Advisors's SWTX position increasing or decreasing?
OrbiMed Advisors completely exited their SWTX position in the most recent quarter.
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