BAKER BROS. ADVISORS LP Q2 2017 Filing

Filed August 14, 2017

Portfolio Value

$11.4B

Holdings

120

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (120 positions)

#	Stock	Shares	Value	% Portfolio
1	INCYIncyte Corporation	34,130,161	$4.3B	37.57%
2	SGENEURSeattle Genetics, Inc.	45,725,556	$2.4B	20.68%
3	ALXNAlexion Pharmaceuticals, Inc.	8,553,864	$1.0B	9.10%
4	ACADACADIA Pharmaceuticals Inc.	25,819,768	$720.1M	6.30%
5	BMRNBioMarin Pharmaceutical Inc.	5,905,673	$536.4M	4.69%
6	—Genomic Health, Inc.	13,779,866	$448.5M	3.92%
7	—DBV Technologies S.A.	5,509,560	$196.7M	1.72%
8	ONCBeiGene, Ltd.	3,673,175	$165.3M	1.45%
9	—Aquinox Pharmaceuticals, Inc.	10,934,154	$153.8M	1.34%
10	—Achaogen, Inc.	4,804,604	$104.4M	0.91%
11	AMRNAmarin Corporation plc	22,669,509	$91.4M	0.80%
12	—Advanced Accelerator Applications S.A.	2,221,706	$86.7M	0.76%
13	—Spark Therapeutics, Inc.	1,318,341	$78.8M	0.69%
14	NVTA1EURInvitae Corporation	7,288,300	$69.7M	0.61%
15	BCRXBioCryst Pharmaceuticals, Inc.	11,716,784	$65.1M	0.57%
16	—Bellicum Pharmaceuticals, Inc.	5,032,313	$58.8M	0.51%
17	—AveXis, Inc.	625,000	$51.4M	0.45%
18	EX9Exelixis, Inc.	2,082,012	$51.3M	0.45%
19	ASNDAscendis Pharma A/S	1,751,463	$48.6M	0.43%
20	NVAX 3.75 02/01/23Novavax, Inc.	108,500,000	$46.4M	0.41%
21	HRTXHeron Therapeutics, Inc.	2,783,569	$38.6M	0.34%
22	GBYSangamo Therapeutics, Inc.	4,113,376	$36.2M	0.32%
23	—bluebird bio, Inc.	301,441	$31.7M	0.28%
24	—Acorda Therapeutics, Inc.	35,083,000	$30.0M	0.26%
25	—Versartis, Inc.	1,660,593	$29.0M	0.25%
26	NBIXNeurocrine Biosciences, Inc.	616,682	$28.4M	0.25%
27	CERSCerus Corporation	10,241,943	$25.7M	0.22%
28	IMGNEURImmunoGen, Inc.	3,015,353	$21.4M	0.19%
29	—Progenics Pharmaceuticals, Inc.	3,150,808	$21.4M	0.19%
30	HALOHalozyme Therapeutics, Inc.	1,581,424	$20.3M	0.18%
31	GLPGGalapagos NV	259,894	$19.9M	0.17%
32	XNCRXencor, Inc.	872,072	$18.4M	0.16%
33	MRUSMerus N.V.	1,160,014	$18.4M	0.16%
34	—Idera Pharmaceuticals, Inc.	10,294,970	$17.7M	0.15%
35	—NeuroDerm Ltd.	571,667	$17.1M	0.15%
36	NTLAIntellia Therapeutics, Inc.	1,062,120	$17.0M	0.15%
37	SG7Sage Therapeutics, Inc.	208,328	$16.6M	0.15%
38	AERIEURAerie Pharmaceuticals, Inc.	299,356	$15.7M	0.14%
39	—La Jolla Pharmaceutical Company	504,732	$15.0M	0.13%
40	CPRXCatalyst Pharmaceuticals, Inc.	5,102,153	$14.1M	0.12%
41	—Aimmune Therapeutics, Inc.	673,908	$13.9M	0.12%
42	—BioMarin Pharmaceutical Inc.	12,228,000	$13.5M	0.12%
43	ARRYEURArray BioPharma Inc.	1,585,913	$13.3M	0.12%
44	—Aegerion Pharmaceuticals, Inc.	14,517,000	$11.5M	0.10%
45	—Foamix Pharmaceuticals Ltd.	2,466,702	$11.4M	0.10%
46	—Loxo Oncology, Inc.	138,312	$11.1M	0.10%
47	—Abeona Therapeutics Inc.	1,684,364	$10.8M	0.09%
48	—Ignyta, Inc.	896,000	$9.3M	0.08%
49	—Syros Pharmaceuticals, Inc.	574,835	$9.2M	0.08%
50	LGNDLigand Pharmaceuticals Incorporated	73,386	$8.9M	0.08%
51	ALKSAlkermes plc	150,251	$8.7M	0.08%
52	—Achillion Pharmaceuticals, Inc.	1,856,637	$8.5M	0.07%
53	MRTXEURMirati Therapeutics, Inc.	2,269,198	$8.3M	0.07%
54	ITCIEURIntra-Cellular Therapies, Inc.	609,166	$7.6M	0.07%
55	CBAYUSDCymaBay Therapeutics, Inc.	1,291,775	$7.4M	0.07%
56	RIGLUSDRigel Pharmaceuticals, Inc.	2,518,882	$6.9M	0.06%
57	IM8NInsmed Incorporated	400,000	$6.9M	0.06%
58	AGIOAgios Pharmaceuticals, Inc.	128,666	$6.6M	0.06%
59	MGNXMacroGenics, Inc.	363,676	$6.4M	0.06%
60	GLYCEURGlycoMimetics, Inc.	563,312	$6.3M	0.05%
61	—ContraFect Corporation	4,045,876	$5.9M	0.05%
62	—Stemline Therapeutics, Inc.	633,497	$5.8M	0.05%
63	SELBUSDSelecta Biosciences, Inc.	289,809	$5.8M	0.05%
64	ASMBAssembly Biosciences, Inc.	250,000	$5.2M	0.05%
65	—Spring Bank Pharmaceuticals, Inc.	373,144	$5.1M	0.04%
66	AGLEUSDAeglea BioTherapeutics, Inc.	1,137,872	$4.4M	0.04%
67	BDQMAlbireo Pharma, Inc.	200,000	$4.1M	0.04%
68	—Array BioPharma Inc.	3,000,000	$4.1M	0.04%
69	—NewLink Genetics Corporation	500,000	$3.7M	0.03%
70	—Nabriva Therapeutics plc	350,000	$3.7M	0.03%
71	—Epizyme, Inc.	232,481	$3.5M	0.03%
72	OVIDOvid Therapeutics Inc.	333,333	$3.5M	0.03%
73	—Ra Pharmaceuticals, Inc.	177,952	$3.3M	0.03%
74	—Adamas Pharmaceuticals, Inc.	172,630	$3.0M	0.03%
75	—Inotek Pharmaceuticals Corporation	5,000,000	$3.0M	0.03%
76	ANABAnaptysBio, Inc.	117,211	$2.8M	0.02%
77	—Zogenix, Inc.	185,290	$2.7M	0.02%
78	—Protalix BioTherapeutics, Inc.	3,423,000	$2.6M	0.02%
79	—Alder BioPharmaceuticals, Inc.	217,328	$2.5M	0.02%
80	NTRANatera, Inc.	228,676	$2.5M	0.02%
81	NVAXNovavax, Inc.	2,000,000	$2.3M	0.02%
82	—Akari Therapeutics plc	496,901	$2.3M	0.02%
83	—Tonix Pharmaceuticals Holding Corp.	510,922	$2.2M	0.02%
84	—Trevena, Inc.	950,000	$2.2M	0.02%
85	—Aevi Genomic Medicine, Inc.	1,618,089	$2.2M	0.02%
86	ARGXargenx SE	100,000	$2.1M	0.02%
87	—Sunesis Pharmaceuticals, Inc.	741,665	$2.0M	0.02%
88	KPTIEURKaryopharm Therapeutics Inc.	216,990	$2.0M	0.02%
89	TREURTrillium Therapeutics Inc.	413,697	$1.8M	0.02%
90	—Dimension Therapeutics, Inc.	1,251,881	$1.8M	0.02%
91	RAREUltragenyx Pharmaceutical Inc.	25,000	$1.6M	0.01%
92	—MediWound Ltd.	226,000	$1.5M	0.01%
93	—Juno Therapeutics, Inc.	50,000	$1.5M	0.01%
94	—Immune Design Corp.	148,937	$1.5M	0.01%
95	MCRB1EURSeres Therapeutics, Inc.	125,000	$1.4M	0.01%
96	JNCEEURJounce Therapeutics, Inc.	100,000	$1.4M	0.01%
97	—MyoKardia, Inc.	100,000	$1.3M	0.01%
98	CLLSCellectis S.A.	50,000	$1.3M	0.01%
99	—InVivo Therapeutics Holdings Corp.	400,000	$1.1M	0.01%
100	MDGLMadrigal Pharmaceuticals, Inc.	57,762	$939K	0.01%

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