BAKER BROS. ADVISORS LP Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$17.3B

Holdings

107

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (107 positions)

#	Stock	Shares	Value	% Portfolio
1	SGENUSDSeagen Inc.	44,554,162	$8.6B	49.63%
2	INCYIncyte Corporation	36,178,056	$2.3B	13.03%
3	ONCBeiGene, Ltd.	11,668,897	$2.1B	12.04%
4	ACADACADIA Pharmaceuticals Inc.	42,864,612	$1.0B	5.94%
5	MDGLMadrigal Pharmaceuticals, Inc.	1,545,113	$356.9M	2.07%
6	BMRNBioMarin Pharmaceutical Inc.	3,810,248	$330.3M	1.91%
7	IMCRImmunocore Holdings plc	2,520,731	$151.1M	0.87%
8	—Invitae Corporation	300,000,000	$135.0M	0.78%
9	KODKodiak Sciences Inc.	17,310,490	$119.4M	0.69%
10	AKROAkero Therapeutics, Inc.	2,368,378	$110.6M	0.64%
11	ARGXargenx SE	280,159	$109.2M	0.63%
12	RYTMRhythm Pharmaceuticals, Inc.	6,498,267	$107.2M	0.62%
13	REPLReplimune Group, Inc.	4,578,280	$106.3M	0.62%
14	ABCLAbCellera Biologics Inc.	16,450,180	$106.3M	0.62%
15	KYMRKymera Therapeutics, Inc.	4,375,340	$100.6M	0.58%
16	ROIVRoivant Sciences Ltd.	9,428,592	$95.0M	0.55%
17	BCRXBioCryst Pharmaceuticals, Inc.	12,710,818	$89.5M	0.52%
18	SWTXSpringWorks Therapeutics, Inc.	2,999,846	$78.7M	0.46%
19	TRDAEntrada Therapeutics, Inc.	4,865,819	$73.7M	0.43%
20	RVMDRevolution Medicines, Inc.	2,691,493	$72.0M	0.42%
21	IMTXImmatics N.V.	5,640,816	$65.1M	0.38%
22	290AChinook Therapeutics, Inc.	1,455,202	$55.9M	0.32%
23	MRTXEURMirati Therapeutics, Inc.	1,409,784	$50.9M	0.29%
24	—DICE Therapeutics, Inc.	1,035,786	$48.1M	0.28%
25	BMEABiomea Fusion, Inc.	2,108,949	$46.3M	0.27%
26	PRLDPrelude Therapeutics Inc.	10,123,824	$45.6M	0.26%
27	DNLIDenali Therapeutics Inc.	1,455,322	$42.9M	0.25%
28	KNSAKiniksa Pharmaceuticals, Ltd.	2,809,577	$39.6M	0.23%
29	CERSCerus Corporation	16,067,558	$39.5M	0.23%
30	NRIXNurix Therapeutics, Inc.	3,882,125	$38.8M	0.22%
31	RAREUltragenyx Pharmaceutical Inc.	783,059	$36.1M	0.21%
32	AVTEAerovate Therapeutics, Inc.	1,963,479	$33.7M	0.19%
33	1K0IGM Biosciences, Inc.	3,157,210	$29.1M	0.17%
34	XENEXenon Pharmaceuticals Inc.	751,639	$28.9M	0.17%
35	IMGNEURImmunoGen, Inc.	1,520,097	$28.7M	0.17%
36	—DBV Technologies S.A.	14,614,264	$27.8M	0.16%
37	VERVVerve Therapeutics, Inc.	1,416,530	$26.6M	0.15%
38	TSVT*2seventy bio, Inc.	2,497,526	$25.3M	0.15%
39	IDYAIDEAYA Biosciences, Inc.	1,062,123	$25.0M	0.14%
40	STOKStoke Therapeutics, Inc.	2,130,238	$22.6M	0.13%
41	BCYCBicycle Therapeutics plc	843,814	$21.5M	0.12%
42	GLUEMonte Rosa Therapeutics, Inc.	3,023,951	$20.7M	0.12%
43	CABACabaletta Bio, Inc.	1,594,000	$20.6M	0.12%
44	KRYSKrystal Biotech, Inc.	169,934	$19.9M	0.12%
45	SMMTSummit Therapeutics Inc.	6,304,705	$15.8M	0.09%
46	ANABAnaptysBio, Inc.	775,924	$15.8M	0.09%
47	PRMEPrime Medicine, Inc.	1,028,466	$15.1M	0.09%
48	PACBPacific Biosciences of California, Inc.	1,127,782	$15.0M	0.09%
49	RLAYRelay Therapeutics, Inc.	1,160,117	$14.6M	0.08%
50	SPRYARS Pharmaceuticals, Inc.	2,006,451	$13.4M	0.08%
51	DAWNDay One Biopharmaceuticals, Inc.	1,000,000	$11.9M	0.07%
52	SANASana Biotechnology, Inc.	2,000,000	$11.9M	0.07%
53	COGTCogent Biosciences, Inc.	979,600	$11.6M	0.07%
54	—POINT Biopharma Global Inc.	1,169,103	$10.6M	0.06%
55	ADAPYAdaptimmune Therapeutics plc	10,969,282	$10.1M	0.06%
56	NVTA1EURInvitae Corporation	8,881,104	$10.0M	0.06%
57	VSTMVerastem, Inc.	1,336,485	$9.9M	0.06%
58	GONGeron Corporation	3,061,224	$9.8M	0.06%
59	HRTXHeron Therapeutics, Inc.	8,131,678	$9.4M	0.05%
60	—Athira Pharma, Inc.	3,153,807	$9.3M	0.05%
61	RNAAvidity Biosciences, Inc.	799,451	$8.9M	0.05%
62	—bluebird bio, Inc.	2,499,715	$8.2M	0.05%
63	FATEFate Therapeutics, Inc.	1,671,717	$8.0M	0.05%
64	ALLOAllogene Therapeutics, Inc.	1,576,901	$7.8M	0.05%
65	OPTEYOpthea Limited	2,691,391	$7.5M	0.04%
66	IM8NInsmed Incorporated	343,000	$7.2M	0.04%
67	TCRXTScan Therapeutics, Inc.	2,784,792	$7.0M	0.04%
68	WHWKAadi Bioscience, Inc.	989,928	$6.8M	0.04%
69	SERASera Prognostics, Inc.	1,777,435	$5.9M	0.03%
70	ALECAlector, Inc.	964,851	$5.8M	0.03%
71	CMPXCompass Therapeutics, Inc.	1,557,630	$5.0M	0.03%
72	NTRANatera, Inc.	100,000	$4.9M	0.03%
73	MGNXMacroGenics, Inc.	892,579	$4.8M	0.03%
74	MREOMereo BioPharma Group PLC	3,554,979	$4.7M	0.03%
75	VSAREURAravive, Inc.	3,261,224	$4.1M	0.02%
76	—Affimed N.V.	6,596,830	$3.9M	0.02%
77	HOOKGBPHOOKIPA Pharma Inc.	4,425,535	$3.9M	0.02%
78	EWTXEdgewise Therapeutics, Inc.	500,000	$3.9M	0.02%
79	GRCLGracell Biotechnologies Inc.	1,000,000	$3.8M	0.02%
80	CYPHLeap Therapeutics, Inc.	1,172,175	$3.7M	0.02%
81	TLISTalis Biomedical Corporation	7,624,835	$3.7M	0.02%
82	IPSCCentury Therapeutics, Inc.	1,149,340	$3.6M	0.02%
83	—Mersana Therapeutics, Inc.	1,086,115	$3.6M	0.02%
84	BCELAtreca, Inc.	3,532,760	$3.5M	0.02%
85	—Neoleukin Therapeutics, Inc.	3,821,740	$3.2M	0.02%
86	DSGNDesign Therapeutics, Inc.	500,000	$3.1M	0.02%
87	XNCRXencor, Inc.	123,127	$3.1M	0.02%
88	TILInstil Bio, Inc.	5,273,789	$2.9M	0.02%
89	TNGXTango Therapeutics, Inc.	750,000	$2.5M	0.01%
90	PCVXVaxcyte, Inc.	48,885	$2.4M	0.01%
91	698Achilles Therapeutics plc	2,557,149	$2.4M	0.01%
92	VERAVera Therapeutics, Inc.	146,464	$2.4M	0.01%
93	PRAXPraxis Precision Medicines, Inc.	1,879,915	$2.2M	0.01%
94	ALGSAligos Therapeutics, Inc.	2,076,400	$2.0M	0.01%
95	PMVPPMV Pharmaceuticals, Inc.	322,024	$2.0M	0.01%
96	5E7iTeos Therapeutics, Inc.	150,346	$2.0M	0.01%
97	VORVor Biopharma Inc.	633,848	$2.0M	0.01%
98	KALAKala Pharmaceuticals, Inc.	116,213	$1.7M	0.01%
99	ISREURPerspective Therapeutics, Inc.	2,319,286	$1.5M	0.01%
100	AGLEUSDAeglea BioTherapeutics, Inc.	3,410,106	$1.5M	0.01%

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