BAKER BROS. ADVISORS LP Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$15.2T
Holdings
97
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (97 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SGENEURSeattle Genetics, Inc. | 51,046,060 | $3.9T | 25.93% | |
| 2 | INCYIncyte Corporation | 34,251,309 | $2.4T | 15.59% | |
| 3 | ONCBeiGene, Ltd. | 11,959,824 | $2.1T | 13.57% | |
| 4 | ALXNAlexion Pharmaceuticals, Inc. | 8,555,894 | $1.2T | 7.83% | |
| 5 | —Genomic Health, Inc. | 13,790,970 | $968.4B | 6.38% | |
| 6 | BMRNBioMarin Pharmaceutical Inc. | 7,583,084 | $735.3B | 4.84% | |
| 7 | ACADACADIA Pharmaceuticals Inc. | 28,439,114 | $590.4B | 3.89% | |
| 8 | AMRNAmarin Corporation plc | 34,069,509 | $554.3B | 3.65% | |
| 9 | MDGLMadrigal Pharmaceuticals, Inc. | 1,169,278 | $250.4B | 1.65% | |
| 10 | ASNDAscendis Pharma A/S | 2,837,352 | $201.1B | 1.32% | |
| 11 | HRTXHeron Therapeutics, Inc. | 5,025,298 | $159.1B | 1.05% | |
| 12 | NVTA1EURInvitae Corporation | 8,399,411 | $140.5B | 0.93% | |
| 13 | —DBV Technologies S.A. | 5,509,560 | $123.7B | 0.82% | |
| 14 | MRTXEURMirati Therapeutics, Inc. | 2,513,462 | $118.4B | 0.78% | |
| 15 | NBIXNeurocrine Biosciences, Inc. | 944,624 | $116.1B | 0.77% | |
| 16 | BCRXBioCryst Pharmaceuticals, Inc. | 15,103,081 | $115.2B | 0.76% | |
| 17 | ARRYEURArray BioPharma Inc. | 5,656,196 | $86.0B | 0.57% | |
| 18 | SG7Sage Therapeutics, Inc. | 567,497 | $80.2B | 0.53% | |
| 19 | RYTMRhythm Pharmaceuticals, Inc. | 2,708,200 | $79.0B | 0.52% | |
| 20 | CERSCerus Corporation | 10,749,937 | $77.5B | 0.51% | |
| 21 | ARGXargenx SE | 1,019,557 | $77.3B | 0.51% | |
| 22 | KNSAKiniksa Pharmaceuticals, Ltd. | 3,000,000 | $76.5B | 0.50% | |
| 23 | —Spark Therapeutics, Inc. | 1,384,130 | $75.5B | 0.50% | |
| 24 | —GW Pharmaceuticals plc | 396,700 | $68.5B | 0.45% | |
| 25 | CBAYUSDCymaBay Therapeutics, Inc. | 4,917,700 | $54.5B | 0.36% | |
| 26 | —Principia Biopharma Inc. | 1,787,807 | $52.2B | 0.34% | |
| 27 | 1T7Tricida, Inc. | 1,600,000 | $48.9B | 0.32% | |
| 28 | —Endocyte, Inc. | 2,548,069 | $45.3B | 0.30% | |
| 29 | —Idera Pharmaceuticals, Inc. | 4,833,897 | $43.1B | 0.28% | |
| 30 | —Corsicanto II Designated Activity Company | 10,000,000 | $41.7B | 0.27% | |
| 31 | IM8NInsmed Incorporated | 1,851,982 | $37.4B | 0.25% | |
| 32 | —Aquinox Pharmaceuticals, Inc. | 10,934,154 | $32.0B | 0.21% | |
| 33 | —Abeona Therapeutics Inc. | 2,184,364 | $28.0B | 0.18% | |
| 34 | SLDBSolid Biosciences Inc. | 587,884 | $27.7B | 0.18% | |
| 35 | GLPGGalapagos NV | 237,191 | $26.7B | 0.18% | |
| 36 | XNCRXencor, Inc. | 602,495 | $23.5B | 0.15% | |
| 37 | —MyoKardia, Inc. | 357,215 | $23.3B | 0.15% | |
| 38 | MRUSMerus N.V. | 1,160,014 | $22.9B | 0.15% | |
| 39 | QUREuniQure N.V. | 605,000 | $22.0B | 0.15% | |
| 40 | GBYSangamo Therapeutics, Inc. | 1,283,923 | $21.8B | 0.14% | |
| 41 | —Clementia Pharmaceuticals Inc. | 1,933,624 | $21.6B | 0.14% | |
| 42 | —Zymeworks Inc. | 1,311,085 | $20.6B | 0.14% | |
| 43 | —Aimmune Therapeutics, Inc. | 673,908 | $18.4B | 0.12% | |
| 44 | NBIX 2.25 05/15/24Neurocrine Biosciences, Inc. | 10,000,000 | $17.1B | 0.11% | |
| 45 | —Bellicum Pharmaceuticals, Inc. | 2,677,818 | $16.5B | 0.11% | |
| 46 | BMRN 0.599 08/01/24BioMarin Pharmaceutical Inc. | 15,000,000 | $15.8B | 0.10% | |
| 47 | —Audentes Therapeutics, Inc. | 393,222 | $15.6B | 0.10% | |
| 48 | —ContraFect Corporation | 7,153,076 | $14.8B | 0.10% | |
| 49 | AGLEUSDAeglea BioTherapeutics, Inc. | 1,387,872 | $13.3B | 0.09% | |
| 50 | —BioMarin Pharmaceutical Inc. | 12,228,000 | $12.6B | 0.08% | |
| 51 | ANABAnaptysBio, Inc. | 113,086 | $11.3B | 0.07% | |
| 52 | CPRXCatalyst Pharmaceuticals, Inc. | 2,900,000 | $11.0B | 0.07% | |
| 53 | ERYP1EURERYTECH Pharma S.A. | 1,085,969 | $9.3B | 0.06% | |
| 54 | NVAXNovavax, Inc. | 4,718,318 | $8.9B | 0.06% | |
| 55 | —bluebird bio, Inc. | 59,441 | $8.7B | 0.06% | |
| 56 | BDQMAlbireo Pharma, Inc. | 250,000 | $8.2B | 0.05% | |
| 57 | HALOHalozyme Therapeutics, Inc. | 449,969 | $8.2B | 0.05% | |
| 58 | —Momenta Pharmaceuticals, Inc. | 308,500 | $8.1B | 0.05% | |
| 59 | VKTXViking Therapeutics, Inc. | 425,000 | $7.4B | 0.05% | |
| 60 | —Spring Bank Pharmaceuticals, Inc. | 613,144 | $7.4B | 0.05% | |
| 61 | AUTLAutolus Therapeutics plc | 235,294 | $7.2B | 0.05% | |
| 62 | —Menlo Therapeutics Inc. | 700,000 | $6.9B | 0.05% | |
| 63 | —Syros Pharmaceuticals, Inc. | 574,835 | $6.8B | 0.05% | |
| 64 | GTHXEURG1 Therapeutics, Inc. | 127,236 | $6.7B | 0.04% | |
| 65 | IFRXInflaRx N.V. | 178,987 | $6.1B | 0.04% | |
| 66 | —Achillion Pharmaceuticals, Inc. | 1,639,948 | $6.0B | 0.04% | |
| 67 | ARWRArrowhead Pharmaceuticals, Inc. | 307,496 | $5.9B | 0.04% | |
| 68 | ASMBAssembly Biosciences, Inc. | 148,587 | $5.5B | 0.04% | |
| 69 | NTLAIntellia Therapeutics, Inc. | 192,538 | $5.5B | 0.04% | |
| 70 | CCXIEURChemoCentryx, Inc. | 414,029 | $5.2B | 0.03% | |
| 71 | —Aevi Genomic Medicine, Inc. | 3,950,419 | $4.9B | 0.03% | |
| 72 | XLRNAcceleron Pharma Inc. | 83,900 | $4.8B | 0.03% | |
| 73 | GLMDGalmed Pharmaceuticals Ltd. | 324,094 | $4.4B | 0.03% | |
| 74 | ALKSAlkermes plc | 100,251 | $4.3B | 0.03% | |
| 75 | YMABUSDY-mAbs Therapeutics, Inc. | 150,000 | $4.0B | 0.03% | |
| 76 | —Foamix Pharmaceuticals Ltd. | 688,075 | $3.9B | 0.03% | |
| 77 | CRNXCrinetics Pharmaceuticals, Inc. | 131,250 | $3.8B | 0.02% | |
| 78 | —Forty Seven, Inc. | 250,000 | $3.7B | 0.02% | |
| 79 | APLSApellis Pharmaceuticals, Inc. | 196,078 | $3.5B | 0.02% | |
| 80 | —Adamas Pharmaceuticals, Inc. | 172,630 | $3.5B | 0.02% | |
| 81 | —Versartis, Inc. | 2,426,310 | $3.4B | 0.02% | |
| 82 | —Ra Pharmaceuticals, Inc. | 177,952 | $3.2B | 0.02% | |
| 83 | —La Jolla Pharmaceutical Company | 154,675 | $3.1B | 0.02% | |
| 84 | TREURTrillium Therapeutics Inc. | 505,262 | $2.9B | 0.02% | |
| 85 | KRYSKrystal Biotech, Inc. | 114,674 | $2.0B | 0.01% | |
| 86 | AQSTAquestive Therapeutics, Inc. | 99,600 | $1.7B | 0.01% | |
| 87 | RCUSArcus Biosciences, Inc. | 121,534 | $1.7B | 0.01% | |
| 88 | INFIQInfinity Pharmaceuticals, Inc. | 580,400 | $1.6B | 0.01% | |
| 89 | —Molecular Templates, Inc. | 254,230 | $1.4B | 0.01% | |
| 90 | OVIDOvid Therapeutics Inc. | 222,139 | $1.3B | 0.01% | |
| 91 | —Sunesis Pharmaceuticals, Inc. | 556,665 | $1.1B | 0.01% | |
| 92 | DVAXDynavax Technologies Corporation | 75,000 | $930.0M | 0.01% | |
| 93 | —Constellation Pharmaceuticals, Inc. | 133,333 | $897.0M | 0.01% | |
| 94 | —Affimed N.V. | 200,000 | $870.0M | 0.01% | |
| 95 | —Proteon Therapeutics, Inc. | 298,591 | $582.0M | 0.00% | |
| 96 | —Ritter Pharmaceuticals, Inc. | 279,999 | $521.0M | 0.00% | |
| 97 | FLGTFulgent Genetics, Inc. | 125,000 | $491.0M | 0.00% |