BAKER BROS. ADVISORS LP Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$16.2T
Holdings
110
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (110 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SGENEURSeattle Genetics, Inc. | 50,060,240 | $5.8T | 35.57% | |
| 2 | INCYIncyte Corporation | 31,978,785 | $2.3T | 14.42% | |
| 3 | ACADACADIA Pharmaceuticals Inc. | 41,904,586 | $1.8T | 10.90% | |
| 4 | ONCBeiGene, Ltd. | 11,777,285 | $1.4T | 8.93% | |
| 5 | ALXNAlexion Pharmaceuticals, Inc. | 8,760,794 | $786.6B | 4.84% | |
| 6 | BMRNBioMarin Pharmaceutical Inc. | 7,589,294 | $641.3B | 3.95% | |
| 7 | KODKodiak Sciences Inc. | 11,574,538 | $552.1B | 3.40% | |
| 8 | ASNDAscendis Pharma A/S | 3,390,270 | $381.8B | 2.35% | |
| 9 | 1K0IGM Biosciences, Inc. | 3,144,000 | $176.5B | 1.09% | |
| 10 | AMRNAmarin Corporation plc | 34,496,685 | $138.0B | 0.85% | |
| 11 | ARGXargenx SE | 1,019,557 | $134.3B | 0.83% | |
| 12 | NVTA1EURInvitae Corporation | 9,100,615 | $124.4B | 0.77% | |
| 13 | —Principia Biopharma Inc. | 1,955,413 | $116.1B | 0.72% | |
| 14 | MRTXEURMirati Therapeutics, Inc. | 1,409,784 | $108.4B | 0.67% | |
| 15 | NBIXNeurocrine Biosciences, Inc. | 1,240,243 | $107.3B | 0.66% | |
| 16 | EXASExact Sciences Corporation | 1,846,139 | $107.1B | 0.66% | |
| 17 | —Ra Pharmaceuticals, Inc. | 2,093,839 | $100.5B | 0.62% | |
| 18 | MDGLMadrigal Pharmaceuticals, Inc. | 1,499,212 | $100.1B | 0.62% | |
| 19 | —MyoKardia, Inc. | 1,774,234 | $83.2B | 0.51% | |
| 20 | HRTXHeron Therapeutics, Inc. | 6,018,104 | $70.7B | 0.44% | |
| 21 | CERSCerus Corporation | 13,713,195 | $63.8B | 0.39% | |
| 22 | —Zymeworks Inc. | 1,708,472 | $60.6B | 0.37% | |
| 23 | 1T7Tricida, Inc. | 2,666,015 | $58.7B | 0.36% | |
| 24 | BCELAtreca, Inc. | 3,532,760 | $58.5B | 0.36% | |
| 25 | —DBV Technologies S.A. | 14,614,264 | $57.3B | 0.35% | |
| 26 | AXSMAxsome Therapeutics, Inc. | 889,757 | $52.3B | 0.32% | |
| 27 | IM8NInsmed Incorporated | 3,025,384 | $48.5B | 0.30% | |
| 28 | KNSAKiniksa Pharmaceuticals, Ltd. | 2,799,577 | $43.3B | 0.27% | |
| 29 | RYTMRhythm Pharmaceuticals, Inc. | 2,708,200 | $41.2B | 0.25% | |
| 30 | KRYSKrystal Biotech, Inc. | 946,471 | $40.9B | 0.25% | |
| 31 | NBIX 2.25 05/15/24Neurocrine Biosciences, Inc. | 30,770,000 | $39.3B | 0.24% | |
| 32 | —Neoleukin Therapeutics, Inc. | 3,397,740 | $38.7B | 0.24% | |
| 33 | CCXIEURChemoCentryx, Inc. | 859,015 | $34.5B | 0.21% | |
| 34 | ALLKGUSDAllakos Inc. | 735,469 | $32.7B | 0.20% | |
| 35 | —GW Pharmaceuticals plc | 370,845 | $32.5B | 0.20% | |
| 36 | AUPHAurinia Pharmaceuticals Inc. | 1,701,929 | $24.7B | 0.15% | |
| 37 | MRUSMerus N.V. | 2,037,469 | $24.7B | 0.15% | |
| 38 | APLSApellis Pharmaceuticals, Inc. | 896,551 | $24.0B | 0.15% | |
| 39 | ASMBAssembly Biosciences, Inc. | 1,541,618 | $22.9B | 0.14% | |
| 40 | BCRXBioCryst Pharmaceuticals, Inc. | 10,946,166 | $21.9B | 0.13% | |
| 41 | —Frequency Therapeutics, Inc. | 1,180,162 | $21.0B | 0.13% | |
| 42 | ADPTAdaptive Biotechnologies Corporation | 743,734 | $20.7B | 0.13% | |
| 43 | ALKSAlkermes plc | 1,244,744 | $17.9B | 0.11% | |
| 44 | QUREuniQure N.V. | 357,083 | $16.9B | 0.10% | |
| 45 | BMRN 0.599 08/01/24BioMarin Pharmaceutical Inc. | 15,000,000 | $15.6B | 0.10% | |
| 46 | XNCRXencor, Inc. | 428,120 | $12.8B | 0.08% | |
| 47 | URGNUroGen Pharma Ltd. | 672,912 | $12.0B | 0.07% | |
| 48 | PTGXProtagonist Therapeutics, Inc. | 1,679,164 | $11.9B | 0.07% | |
| 49 | ADAPYAdaptimmune Therapeutics plc | 3,690,307 | $10.0B | 0.06% | |
| 50 | —Aimmune Therapeutics, Inc. | 673,908 | $9.7B | 0.06% | |
| 51 | —Urovant Sciences Ltd. | 1,000,000 | $9.2B | 0.06% | |
| 52 | MIRMMirum Pharmaceuticals, Inc. | 583,333 | $8.2B | 0.05% | |
| 53 | RETAEURReata Pharmaceuticals, Inc. | 55,983 | $8.1B | 0.05% | |
| 54 | AGLEUSDAeglea BioTherapeutics, Inc. | 1,713,604 | $8.0B | 0.05% | |
| 55 | IFRXInflarx N.V. | 1,778,415 | $6.8B | 0.04% | |
| 56 | ALECAlector, Inc. | 280,000 | $6.8B | 0.04% | |
| 57 | GBYSangamo Therapeutics, Inc. | 999,823 | $6.4B | 0.04% | |
| 58 | —BioDelivery Sciences International, Inc. | 1,638,334 | $6.2B | 0.04% | |
| 59 | FLGTFulgent Genetics, Inc. | 569,444 | $6.1B | 0.04% | |
| 60 | —Idera Pharmaceuticals, Inc. | 4,608,786 | $6.1B | 0.04% | |
| 61 | BDQMAlbireo Pharma, Inc. | 369,047 | $6.0B | 0.04% | |
| 62 | HZNPHorizon Therapeutics Public Ltd Co | 200,000 | $5.9B | 0.04% | |
| 63 | HOOKGBPHOOKIPA Pharma Inc. | 700,481 | $5.8B | 0.04% | |
| 64 | OPHTEURIVERIC bio, Inc. | 1,635,501 | $5.6B | 0.03% | |
| 65 | CABACabaletta Bio, Inc. | 636,363 | $4.6B | 0.03% | |
| 66 | —ArTara Therapeutics, Inc. | 199,671 | $4.6B | 0.03% | |
| 67 | —Millendo Therapeutics, Inc. | 833,333 | $4.4B | 0.03% | |
| 68 | PASGPassage Bio, Inc. | 275,000 | $4.3B | 0.03% | |
| 69 | —Constellation Pharmaceuticals, Inc. | 133,333 | $4.2B | 0.03% | |
| 70 | —Immunomedics, Inc. | 310,000 | $4.2B | 0.03% | |
| 71 | NERVGBPMinerva Neurosciences, Inc. | 688,531 | $4.1B | 0.03% | |
| 72 | —Syros Pharmaceuticals, Inc. | 690,167 | $4.1B | 0.03% | |
| 73 | CPRXCatalyst Pharmaceuticals, Inc. | 1,060,714 | $4.1B | 0.03% | |
| 74 | —Abeona Therapeutics Inc. | 1,590,686 | $3.3B | 0.02% | |
| 75 | ANABAnaptysBio, Inc. | 234,592 | $3.3B | 0.02% | |
| 76 | —Evofem Biosciences, Inc. | 621,297 | $3.3B | 0.02% | |
| 77 | —Molecular Templates, Inc. | 237,917 | $3.2B | 0.02% | |
| 78 | NGMUSDNGM Biopharmaceuticals, Inc. | 250,000 | $3.1B | 0.02% | |
| 79 | ORTXUSDOrchard Therapeutics plc | 405,702 | $3.1B | 0.02% | |
| 80 | KRTXKaruna Therapeutics, Inc. | 41,976 | $3.0B | 0.02% | |
| 81 | VSAREURAravive, Inc. | 486,333 | $2.8B | 0.02% | |
| 82 | TPIVDEURMarker Therapeutics, Inc. | 1,470,198 | $2.8B | 0.02% | |
| 83 | CRNXCrinetics Pharmaceuticals, Inc. | 175,000 | $2.6B | 0.02% | |
| 84 | GLPGGalapagos NV | 13,072 | $2.6B | 0.02% | |
| 85 | XLRNAcceleron Pharma Inc. | 27,000 | $2.4B | 0.01% | |
| 86 | GBTUSDGlobal Blood Therapeutics, Inc. | 47,000 | $2.4B | 0.01% | |
| 87 | —Harpoon Therapeutics, Inc. | 204,467 | $2.4B | 0.01% | |
| 88 | MTNBEURMatinas BioPharma Holdings, Inc. | 3,754,221 | $2.3B | 0.01% | |
| 89 | APLTApplied Therapeutics, Inc. | 65,934 | $2.2B | 0.01% | |
| 90 | VKTXViking Therapeutics, Inc. | 425,000 | $2.0B | 0.01% | |
| 91 | —bluebird bio, Inc. | 40,000 | $1.8B | 0.01% | |
| 92 | DNLIDenali Therapeutics Inc. | 104,900 | $1.8B | 0.01% | |
| 93 | RCUSArcus Biosciences, Inc. | 121,534 | $1.7B | 0.01% | |
| 94 | —Menlo Therapeutics Inc. | 625,345 | $1.7B | 0.01% | |
| 95 | NTLAIntellia Therapeutics, Inc. | 128,538 | $1.6B | 0.01% | |
| 96 | LPTXEURLeap Therapeutics, Inc. | 978,454 | $1.5B | 0.01% | |
| 97 | —ARYA Sciences Acquisition Corp. | 150,000 | $1.5B | 0.01% | |
| 98 | —Dicerna Pharmaceuticals, Inc. | 81,935 | $1.5B | 0.01% | |
| 99 | —Bellicum Pharmaceuticals, Inc. | 249,123 | $1.2B | 0.01% | |
| 100 | GTHXEURG1 Therapeutics, Inc. | 88,026 | $970.0M | 0.01% |
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