BAKER BROS. ADVISORS LP Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$22.7B
Holdings
114
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (114 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SGENEURSeattle Genetics, Inc. | 47,269,424 | $8.0T | 35428.63% | |
| 2 | INCYIncyte Corporation | 31,999,081 | $3.3T | 14674.89% | |
| 3 | ONCBeiGene, Ltd. | 11,777,285 | $2.2T | 9787.13% | |
| 4 | ACADACADIA Pharmaceuticals Inc. | 41,904,586 | $2.0T | 8959.09% | |
| 5 | ALXNAlexion Pharmaceuticals, Inc. | 8,760,794 | $983.3B | 4337.31% | |
| 6 | BMRNBioMarin Pharmaceutical Inc. | 7,589,294 | $936.1B | 4128.91% | |
| 7 | KODKodiak Sciences Inc. | 11,574,538 | $626.4B | 2763.06% | |
| 8 | ASNDAscendis Pharma A/S | 3,390,270 | $501.4B | 2211.73% | |
| 9 | NVTA1EURInvitae Corporation | 11,850,962 | $359.0B | 1583.37% | |
| 10 | —MyoKardia, Inc. | 3,164,234 | $305.7B | 1348.54% | |
| 11 | AMRNAmarin Corporation plc | 34,496,685 | $238.7B | 1052.96% | |
| 12 | ARGXargenx SE | 1,019,557 | $229.6B | 1012.90% | |
| 13 | 1K0IGM Biosciences, Inc. | 3,144,223 | $229.5B | 1012.43% | |
| 14 | MDGLMadrigal Pharmaceuticals, Inc. | 1,499,212 | $169.8B | 748.91% | |
| 15 | MRTXEURMirati Therapeutics, Inc. | 1,409,784 | $161.0B | 709.96% | |
| 16 | EXASExact Sciences Corporation | 1,846,139 | $160.5B | 707.97% | |
| 17 | NBIXNeurocrine Biosciences, Inc. | 906,986 | $110.7B | 488.08% | |
| 18 | —Principia Biopharma Inc. | 1,580,873 | $94.5B | 416.92% | |
| 19 | —Forma Therapeutics Holdings, Inc. | 2,000,000 | $93.0B | 410.13% | |
| 20 | CERSCerus Corporation | 13,713,195 | $90.5B | 399.22% | |
| 21 | HRTXHeron Therapeutics, Inc. | 6,018,104 | $88.5B | 390.48% | |
| 22 | IM8NInsmed Incorporated | 3,025,384 | $83.3B | 367.51% | |
| 23 | AXSMAxsome Therapeutics, Inc. | 1,009,757 | $83.1B | 366.47% | |
| 24 | ADCTADC Therapeutics SA | 1,687,500 | $79.0B | 348.43% | |
| 25 | BCELAtreca, Inc. | 3,532,760 | $75.2B | 331.60% | |
| 26 | KNSAKiniksa Pharmaceuticals, Ltd. | 2,799,577 | $71.3B | 314.64% | |
| 27 | ADAPYAdaptimmune Therapeutics plc | 6,675,181 | $66.8B | 294.73% | |
| 28 | BCRXBioCryst Pharmaceuticals, Inc. | 13,766,405 | $65.6B | 289.34% | |
| 29 | —DBV Technologies S.A. | 14,614,264 | $64.2B | 282.99% | |
| 30 | —Zymeworks Inc. | 1,708,472 | $61.6B | 271.82% | |
| 31 | RYTMRhythm Pharmaceuticals, Inc. | 2,700,055 | $60.2B | 265.59% | |
| 32 | —Neoleukin Therapeutics, Inc. | 3,397,740 | $56.4B | 248.78% | |
| 33 | CCXIEURChemoCentryx, Inc. | 945,221 | $54.4B | 239.90% | |
| 34 | ALLKGUSDAllakos Inc. | 735,469 | $52.9B | 233.12% | |
| 35 | NBIX 2.25 05/15/24Neurocrine Biosciences, Inc. | 30,770,000 | $51.1B | 225.59% | |
| 36 | AGLEUSDAeglea BioTherapeutics, Inc. | 4,379,592 | $40.5B | 178.69% | |
| 37 | ASMBAssembly Biosciences, Inc. | 1,541,618 | $36.0B | 158.58% | |
| 38 | KRYSKrystal Biotech, Inc. | 817,631 | $33.9B | 149.38% | |
| 39 | PTGXProtagonist Therapeutics, Inc. | 1,911,446 | $33.8B | 148.90% | |
| 40 | MRUSMerus N.V. | 2,037,469 | $32.8B | 144.60% | |
| 41 | APLSApellis Pharmaceuticals, Inc. | 896,551 | $29.3B | 129.16% | |
| 42 | AUPHAurinia Pharmaceuticals Inc. | 1,701,929 | $27.7B | 121.99% | |
| 43 | ALKSAlkermes plc | 1,244,744 | $24.2B | 106.54% | |
| 44 | —GW Pharmaceuticals plc | 185,045 | $22.7B | 100.17% | |
| 45 | ALTAltimmune, Inc. | 2,107,600 | $22.6B | 99.56% | |
| 46 | ADPTAdaptive Biotechnologies Corporation | 463,539 | $22.4B | 98.92% | |
| 47 | —Frequency Therapeutics, Inc. | 945,719 | $22.0B | 96.99% | |
| 48 | 1T7Tricida, Inc. | 787,582 | $21.6B | 95.47% | |
| 49 | NVV1Novavax, Inc. | 241,376 | $20.1B | 88.74% | |
| 50 | BMRN 0.599 08/01/24BioMarin Pharmaceutical Inc. | 15,000,000 | $18.3B | 80.90% | |
| 51 | —bluebird bio, Inc. | 265,000 | $16.2B | 71.35% | |
| 52 | VXRTVaxart, Inc. | 1,639,121 | $14.5B | 63.98% | |
| 53 | XNCRXencor, Inc. | 428,120 | $13.9B | 61.17% | |
| 54 | —Immunomedics, Inc. | 330,000 | $11.7B | 51.59% | |
| 55 | ANABAnaptysBio, Inc. | 513,677 | $11.5B | 50.62% | |
| 56 | MIRMMirum Pharmaceuticals, Inc. | 583,333 | $11.4B | 50.07% | |
| 57 | —Aimmune Therapeutics, Inc. | 673,908 | $11.3B | 49.67% | |
| 58 | HZNPHorizon Therapeutics Public Ltd Co | 200,000 | $11.1B | 49.03% | |
| 59 | QUREuniQure N.V. | 230,883 | $10.4B | 45.89% | |
| 60 | XENEXenon Pharmaceuticals Inc. | 799,102 | $10.0B | 44.20% | |
| 61 | —Urovant Sciences Ltd. | 1,000,000 | $9.8B | 43.40% | |
| 62 | BDQMAlbireo Pharma, Inc. | 369,047 | $9.8B | 43.12% | |
| 63 | KRTXKaruna Therapeutics, Inc. | 81,976 | $9.1B | 40.30% | |
| 64 | FLGTFulgent Genetics, Inc. | 569,444 | $9.1B | 40.19% | |
| 65 | GBYSangamo Therapeutics, Inc. | 999,823 | $9.0B | 39.51% | |
| 66 | RETAEURReata Pharmaceuticals, Inc. | 55,983 | $8.7B | 38.53% | |
| 67 | OPHTEURIVERIC bio, Inc. | 1,635,501 | $8.3B | 36.79% | |
| 68 | —Idera Pharmaceuticals, Inc. | 4,608,786 | $8.3B | 36.39% | |
| 69 | HOOKGBPHOOKIPA Pharma Inc. | 700,481 | $8.1B | 35.90% | |
| 70 | AUTLAutolus Therapeutics plc | 485,624 | $7.8B | 34.34% | |
| 71 | PASGPassage Bio, Inc. | 275,000 | $7.5B | 33.15% | |
| 72 | —Syros Pharmaceuticals, Inc. | 690,167 | $7.4B | 32.45% | |
| 73 | CABACabaletta Bio, Inc. | 636,363 | $7.1B | 31.27% | |
| 74 | ALECAlector, Inc. | 280,000 | $6.8B | 30.18% | |
| 75 | BNRBurning Rock Biotech Limited | 250,000 | $6.8B | 29.79% | |
| 76 | TARAProtara Therapeutics, Inc. | 199,671 | $5.9B | 25.82% | |
| 77 | LEGNLegend Biotech Corporation | 135,000 | $5.7B | 25.35% | |
| 78 | CRNXCrinetics Pharmaceuticals, Inc. | 317,857 | $5.6B | 24.56% | |
| 79 | CBAYUSDCymaBay Therapeutics, Inc. | 1,522,792 | $5.3B | 23.44% | |
| 80 | —Chiasma, Inc. | 946,701 | $5.1B | 22.46% | |
| 81 | IFRXInflarx N.V. | 1,058,555 | $4.9B | 21.43% | |
| 82 | —Abeona Therapeutics Inc. | 1,590,686 | $4.6B | 20.45% | |
| 83 | —Evofem Biosciences, Inc. | 1,425,000 | $4.0B | 17.79% | |
| 84 | —Constellation Pharmaceuticals, Inc. | 133,333 | $4.0B | 17.67% | |
| 85 | OVIDOvid Therapeutics Inc. | 458,253 | $3.4B | 14.90% | |
| 86 | KZRKezar Life Sciences, Inc. | 600,000 | $3.1B | 13.71% | |
| 87 | VKTXViking Therapeutics, Inc. | 425,000 | $3.1B | 13.52% | |
| 88 | —Gamida Cell Ltd. | 666,666 | $3.0B | 13.44% | |
| 89 | —Dicerna Pharmaceuticals, Inc. | 119,335 | $3.0B | 13.37% | |
| 90 | RCUSArcus Biosciences, Inc. | 121,534 | $3.0B | 13.26% | |
| 91 | GBTUSDGlobal Blood Therapeutics, Inc. | 47,000 | $3.0B | 13.09% | |
| 92 | VSAREURAravive, Inc. | 244,055 | $2.8B | 12.53% | |
| 93 | NTLAIntellia Therapeutics, Inc. | 128,538 | $2.7B | 11.92% | |
| 94 | GLPGGalapagos NV | 13,072 | $2.6B | 11.38% | |
| 95 | XLRNAcceleron Pharma Inc. | 27,000 | $2.6B | 11.34% | |
| 96 | DNLIDenali Therapeutics Inc. | 104,900 | $2.5B | 11.19% | |
| 97 | NGMUSDNGM Biopharmaceuticals, Inc. | 124,400 | $2.5B | 10.83% | |
| 98 | ORTXUSDOrchard Therapeutics plc | 405,702 | $2.4B | 10.74% | |
| 99 | APLTApplied Therapeutics, Inc. | 65,934 | $2.4B | 10.52% | |
| 100 | —ARYA Sciences Acquisition Corp. | 150,000 | $2.4B | 10.41% |
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