BAKER BROS. ADVISORS LP Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$18.4B

Holdings

105

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (105 positions)

#StockSharesValue% PortfolioType
1
SGENUSDSeagen Inc.
46,913,769$9.5T51679.87%
2
INCYIncyte Corporation
36,175,400$2.6T14224.33%
3
ONCBeiGene, Ltd.
11,668,897$2.5T13683.52%
4
ACADACADIA Pharmaceuticals Inc.
41,938,486$789.3B4294.30%
5
MDGLMadrigal Pharmaceuticals, Inc.
1,545,113$374.3B2036.58%
6
BMRNBioMarin Pharmaceutical Inc.
3,810,248$370.5B2015.85%
7
IMCRImmunocore Holdings plc
2,520,731$124.6B678.05%
8
RYTMRhythm Pharmaceuticals, Inc.
6,498,267$115.9B630.74%
9
KODKodiak Sciences Inc.
17,310,490$107.3B583.93%
10
BCRXBioCryst Pharmaceuticals, Inc.
12,710,818$106.0B576.77%
11
ARGXargenx SE
280,159$104.4B567.91%
12
AKROAkero Therapeutics, Inc.
2,368,378$90.6B493.01%
13
KYMRKymera Therapeutics, Inc.
2,879,825$85.3B464.26%
14
REPLReplimune Group, Inc.
4,578,280$80.9B439.90%
15
ABCLAbCellera Biologics Inc.
10,450,180$78.8B428.70%
16
SWTXSpringWorks Therapeutics, Inc.
2,753,502$70.9B385.61%
17
TRDAEntrada Therapeutics, Inc.
4,865,819$70.6B383.87%
18
BMEABiomea Fusion, Inc.
2,108,949$65.4B355.82%
19
RVMDRevolution Medicines, Inc.
2,691,493$58.3B317.18%
20
PRLDPrelude Therapeutics Inc.
10,123,824$57.7B313.96%
21
MRTXEURMirati Therapeutics, Inc.
1,409,784$52.4B285.18%
22
FGENEURFibroGen, Inc.
2,637,384$49.2B267.76%
23
CERSCerus Corporation
16,067,558$47.7B259.63%
24
1K0IGM Biosciences, Inc.
3,156,656$43.4B235.98%
25
AVTEAerovate Therapeutics, Inc.
1,963,479$39.6B215.47%
26
IMTXImmatics N.V.
5,187,081$35.8B194.73%
27
ROIVRoivant Sciences Ltd.
4,777,430$35.3B191.83%
28
NRIXNurix Therapeutics, Inc.
3,882,125$34.5B187.56%
29
290AChinook Therapeutics, Inc.
1,455,202$33.7B183.28%
30
KNSAKiniksa Pharmaceuticals, Ltd.
2,799,577$30.1B163.89%
31
DICE Therapeutics, Inc.
1,035,786$29.7B161.45%
32
XENEXenon Pharmaceuticals Inc.
751,639$26.9B146.36%
33
TSVT*2seventy bio, Inc.
2,497,526$25.5B138.60%
34
DNLIDenali Therapeutics Inc.
1,088,738$25.1B136.48%
35
DBV Technologies S.A.
14,614,264$24.7B134.38%
36
KRYSKrystal Biotech, Inc.
302,716$24.2B131.86%
37
VERVVerve Therapeutics, Inc.
1,416,530$20.4B111.13%
38
RAREUltragenyx Pharmaceutical Inc.
470,974$18.9B102.75%
39
BCYCBicycle Therapeutics plc
843,814$17.9B97.65%
40
STOKStoke Therapeutics, Inc.
2,115,416$17.6B95.87%
41
ANABAnaptysBio, Inc.
775,924$16.9B91.86%
42
RNAAvidity Biosciences, Inc.
1,004,051$15.4B83.85%
43
2L9Blueprint Medicines Corporation
333,665$15.0B81.67%
44
SPRYARS Pharmaceuticals, Inc.
2,006,451$13.1B71.06%
45
PACBPacific Biosciences of California, Inc.
1,127,782$13.1B71.05%
46
PRMEPrime Medicine, Inc.
1,028,466$12.7B68.83%
47
HRTXHeron Therapeutics, Inc.
8,131,678$12.3B66.80%
48
NVTA1EURInvitae Corporation
8,881,104$12.0B65.23%
49
IDYAIDEAYA Biosciences, Inc.
832,769$11.4B62.20%
50
CABACabaletta Bio, Inc.
1,344,000$11.1B60.47%
51
SMMTSummit Therapeutics Inc.
6,304,705$11.0B60.03%
52
ADAPYAdaptimmune Therapeutics plc
9,830,877$10.7B58.30%
53
OPTEYOpthea Limited
2,691,391$10.6B57.84%
54
VSTMVerastem, Inc.
25,521,447$10.6B57.65%
55
FATEFate Therapeutics, Inc.
1,671,717$9.5B51.84%
56
POINT Biopharma Global Inc.
1,169,103$8.5B46.24%
57
bluebird bio, Inc.
2,499,715$7.9B43.25%
58
ALLOAllogene Therapeutics, Inc.
1,576,901$7.8B42.38%
59
Mersana Therapeutics, Inc.
1,886,115$7.8B42.17%
60
WHWKAadi Bioscience, Inc.
989,928$7.2B38.99%
61
SERASera Prognostics, Inc.
1,789,000$6.9B37.27%
62
GONGeron Corporation
3,061,224$6.6B36.14%
63
SANASana Biotechnology, Inc.
2,000,000$6.5B35.58%
64
VSAREURAravive, Inc.
3,261,224$6.5B35.48%
65
MGNXMacroGenics, Inc.
892,579$6.4B34.82%
66
ALECAlector, Inc.
964,851$6.0B32.49%
67
Athira Pharma, Inc.
2,350,355$5.9B31.96%
68
TCRXTScan Therapeutics, Inc.
2,784,792$5.8B31.82%
69
IM8NInsmed Incorporated
343,000$5.8B31.82%
70
NTRANatera, Inc.
100,000$5.6B30.21%
71
CMPXCompass Therapeutics, Inc.
1,557,630$5.1B27.71%
72
Affimed N.V.
6,596,830$4.9B26.76%
73
RLAYRelay Therapeutics, Inc.
284,000$4.7B25.45%
74
BCELAtreca, Inc.
3,532,760$4.0B21.91%
75
IPSCCentury Therapeutics, Inc.
1,149,340$4.0B21.70%
76
Talis Biomedical Corporation
7,624,835$3.7B20.33%
77
DSGNDesign Therapeutics, Inc.
626,884$3.6B19.68%
78
TILInstil Bio, Inc.
5,273,789$3.5B18.96%
79
XNCRXencor, Inc.
123,127$3.4B18.68%
80
VORVor Biopharma Inc.
633,848$3.4B18.55%
81
EWTXEdgewise Therapeutics, Inc.
500,000$3.3B18.14%
82
TNGXTango Therapeutics, Inc.
750,000$3.0B16.12%
83
GLUEMonte Rosa Therapeutics, Inc.
375,095$2.9B15.89%
84
Neoleukin Therapeutics, Inc.
3,821,740$2.7B14.55%
85
VERAVera Therapeutics, Inc.
333,333$2.6B14.07%
86
HOOKGBPHOOKIPA Pharma Inc.
3,475,535$2.6B13.91%
87
LPTXEURLeap Therapeutics, Inc.
7,425,570$2.5B13.73%
88
698Achilles Therapeutics plc
2,591,366$2.5B13.50%
89
ATRAGBXAtara Biotherapeutics, Inc.
744,186$2.2B11.74%
90
5E7iTeos Therapeutics, Inc.
150,346$2.0B11.13%
91
VERUEURVeru Inc.
1,609,579$1.9B10.16%
92
PCVXVaxcyte, Inc.
48,885$1.8B9.97%
93
ALGSAligos Therapeutics, Inc.
2,076,400$1.8B9.87%
94
PMVPPMV Pharmaceuticals, Inc.
322,024$1.5B8.36%
95
PRAXPraxis Precision Medicines, Inc.
1,879,915$1.5B8.27%
96
NKTXNkarta, Inc.
400,000$1.4B7.73%
97
KALAKala Pharmaceuticals, Inc.
76,813$1.2B6.29%
98
TCR2 Therapeutics Inc.
753,064$1.1B6.14%
99
AGLEUSDAeglea BioTherapeutics, Inc.
3,410,106$988.0M5.38%
100
TARAProtara Therapeutics, Inc.
199,671$624.0M3.40%
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