BAKER BROS. ADVISORS LP Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$14.7B
Holdings
109
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (109 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SGENEURSeattle Genetics, Inc. | 50,057,277 | $4.3T | 29081.51% | |
| 2 | INCYIncyte Corporation | 31,976,557 | $2.4T | 16147.42% | |
| 3 | ACADACADIA Pharmaceuticals Inc. | 40,854,586 | $1.5T | 10002.64% | |
| 4 | ONCBeiGene, Ltd. | 11,777,285 | $1.4T | 9811.40% | |
| 5 | ALXNAlexion Pharmaceuticals, Inc. | 8,258,068 | $808.8B | 5502.12% | |
| 6 | AMRNAmarin Corporation plc | 41,544,288 | $629.8B | 4284.52% | |
| 7 | —Genomic Health, Inc. | 9,244,665 | $627.0B | 4265.21% | |
| 8 | BMRNBioMarin Pharmaceutical Inc. | 7,589,294 | $511.5B | 3479.79% | |
| 9 | ASNDAscendis Pharma A/S | 3,390,270 | $326.6B | 2221.48% | |
| 10 | NVTA1EURInvitae Corporation | 8,792,678 | $169.4B | 1152.64% | |
| 11 | KODKodiak Sciences Inc. | 9,145,116 | $131.5B | 894.62% | |
| 12 | NBIXNeurocrine Biosciences, Inc. | 1,415,283 | $127.5B | 867.58% | |
| 13 | ARGXargenx SE | 1,019,557 | $116.2B | 790.42% | |
| 14 | HRTXHeron Therapeutics, Inc. | 6,018,104 | $111.3B | 757.40% | |
| 15 | MRTXEURMirati Therapeutics, Inc. | 1,307,220 | $101.8B | 692.84% | |
| 16 | MDGLMadrigal Pharmaceuticals, Inc. | 1,169,278 | $100.8B | 685.83% | |
| 17 | —MyoKardia, Inc. | 1,517,237 | $79.1B | 538.27% | |
| 18 | —Spark Therapeutics, Inc. | 751,927 | $72.9B | 496.08% | |
| 19 | 1T7Tricida, Inc. | 1,969,905 | $60.8B | 413.69% | |
| 20 | RYTMRhythm Pharmaceuticals, Inc. | 2,708,200 | $58.5B | 397.76% | |
| 21 | 1K0IGM Biosciences, Inc. | 3,144,000 | $55.8B | 379.64% | |
| 22 | —Ra Pharmaceuticals, Inc. | 2,345,496 | $55.5B | 377.36% | |
| 23 | CERSCerus Corporation | 10,749,937 | $55.4B | 376.99% | |
| 24 | —DBV Technologies S.A. | 5,509,560 | $47.4B | 322.33% | |
| 25 | —Principia Biopharma Inc. | 1,654,029 | $46.7B | 317.76% | |
| 26 | BCELAtreca, Inc. | 3,532,760 | $43.2B | 294.16% | |
| 27 | —GW Pharmaceuticals plc | 370,845 | $42.7B | 290.20% | |
| 28 | —Zymeworks Inc. | 1,708,472 | $42.4B | 288.24% | |
| 29 | —Audentes Therapeutics, Inc. | 1,506,438 | $42.3B | 287.87% | |
| 30 | NBIX 2.25 05/15/24Neurocrine Biosciences, Inc. | 30,770,000 | $42.1B | 286.49% | |
| 31 | IM8NInsmed Incorporated | 2,229,760 | $39.3B | 267.58% | |
| 32 | BCRXBioCryst Pharmaceuticals, Inc. | 12,725,472 | $36.5B | 248.02% | |
| 33 | ADPTAdaptive Biotechnologies Corporation | 1,165,411 | $36.0B | 244.98% | |
| 34 | KRYSKrystal Biotech, Inc. | 1,034,674 | $35.9B | 244.42% | |
| 35 | —Neoleukin Therapeutics, Inc. | 11,305,679 | $32.2B | 219.20% | |
| 36 | CBAYUSDCymaBay Therapeutics, Inc. | 5,707,411 | $29.2B | 198.79% | |
| 37 | ALLKGUSDAllakos Inc. | 339,690 | $26.7B | 181.70% | |
| 38 | KNSAKiniksa Pharmaceuticals, Ltd. | 2,799,577 | $23.8B | 162.07% | |
| 39 | MRUSMerus N.V. | 1,160,014 | $20.7B | 140.62% | |
| 40 | QUREuniQure N.V. | 517,700 | $20.4B | 138.62% | |
| 41 | URGNUroGen Pharma Ltd. | 747,751 | $17.8B | 121.22% | |
| 42 | AXSMAxsome Therapeutics, Inc. | 772,286 | $15.6B | 106.34% | |
| 43 | BMRN 0.599 08/01/24BioMarin Pharmaceutical Inc. | 15,000,000 | $14.7B | 100.15% | |
| 44 | XNCRXencor, Inc. | 428,120 | $14.4B | 98.23% | |
| 45 | —Aimmune Therapeutics, Inc. | 673,908 | $14.1B | 96.00% | |
| 46 | PTGXProtagonist Therapeutics, Inc. | 1,174,282 | $14.1B | 95.94% | |
| 47 | —La Jolla Pharmaceutical Company | 1,559,231 | $13.7B | 93.34% | |
| 48 | —Idera Pharmaceuticals, Inc. | 4,608,786 | $13.3B | 90.61% | |
| 49 | AGLEUSDAeglea BioTherapeutics, Inc. | 1,713,604 | $13.2B | 89.65% | |
| 50 | ALKSAlkermes plc | 625,030 | $12.2B | 82.95% | |
| 51 | —Syros Pharmaceuticals, Inc. | 974,835 | $10.1B | 68.84% | |
| 52 | GBYSangamo Therapeutics, Inc. | 999,823 | $9.0B | 61.55% | |
| 53 | ASMBAssembly Biosciences, Inc. | 803,246 | $7.9B | 53.72% | |
| 54 | TPIVDEURMarker Therapeutics, Inc. | 1,500,000 | $7.7B | 52.14% | |
| 55 | APLSApellis Pharmaceuticals, Inc. | 313,725 | $7.6B | 51.42% | |
| 56 | CPRXCatalyst Pharmaceuticals, Inc. | 1,341,902 | $7.1B | 48.47% | |
| 57 | HOOKGBPHOOKIPA Pharma Inc. | 892,857 | $6.7B | 45.55% | |
| 58 | —Acorda Therapeutics, Inc. | 2,232,589 | $6.4B | 43.59% | |
| 59 | —Dermira, Inc. | 906,943 | $5.8B | 39.42% | |
| 60 | XBITXbiotech Inc. | 521,327 | $5.5B | 37.10% | |
| 61 | BDQMAlbireo Pharma, Inc. | 250,000 | $5.0B | 34.01% | |
| 62 | VSAREURAravive, Inc. | 664,088 | $5.0B | 33.89% | |
| 63 | MISTMilestone Pharmaceuticals Inc. | 266,667 | $5.0B | 33.83% | |
| 64 | ORTXUSDOrchard Therapeutics plc | 405,702 | $4.8B | 32.79% | |
| 65 | HALOHalozyme Therapeutics, Inc. | 299,969 | $4.7B | 31.65% | |
| 66 | NXTCNextCure, Inc. | 150,000 | $4.6B | 31.48% | |
| 67 | IFRXInflarx N.V. | 1,778,415 | $4.4B | 29.88% | |
| 68 | ANABAnaptysBio, Inc. | 113,086 | $4.0B | 26.92% | |
| 69 | —Achillion Pharmaceuticals, Inc. | 1,095,359 | $3.9B | 26.82% | |
| 70 | GLPGGalapagos NV | 25,072 | $3.8B | 26.03% | |
| 71 | —bluebird bio, Inc. | 40,000 | $3.7B | 24.99% | |
| 72 | NGMUSDNGM Biopharmaceuticals, Inc. | 250,000 | $3.5B | 23.56% | |
| 73 | MIRMMirum Pharmaceuticals, Inc. | 333,333 | $3.4B | 22.81% | |
| 74 | XLRNAcceleron Pharma Inc. | 83,900 | $3.3B | 22.55% | |
| 75 | —Menlo Therapeutics Inc. | 700,000 | $3.1B | 21.33% | |
| 76 | —Harpoon Therapeutics, Inc. | 214,285 | $2.9B | 19.91% | |
| 77 | VKTXViking Therapeutics, Inc. | 425,000 | $2.9B | 19.89% | |
| 78 | —Abeona Therapeutics Inc. | 1,288,235 | $2.9B | 19.80% | |
| 79 | GTHXEURG1 Therapeutics, Inc. | 127,236 | $2.9B | 19.71% | |
| 80 | —Dova Pharmaceuticals, Inc. | 102,205 | $2.9B | 19.44% | |
| 81 | —Bellicum Pharmaceuticals, Inc. | 2,677,818 | $2.8B | 19.13% | |
| 82 | YMABUSDY-mAbs Therapeutics, Inc. | 102,800 | $2.7B | 18.22% | |
| 83 | CRNXCrinetics Pharmaceuticals, Inc. | 175,000 | $2.6B | 17.91% | |
| 84 | —Cyclerion Therapeutics, Inc. | 202,581 | $2.5B | 16.70% | |
| 85 | —Spring Bank Pharmaceuticals, Inc. | 613,144 | $2.1B | 14.35% | |
| 86 | AUTLAutolus Therapeutics plc | 156,773 | $1.9B | 13.25% | |
| 87 | IDYAIDEAYA Biosciences, Inc. | 200,000 | $1.8B | 12.25% | |
| 88 | NTLAIntellia Therapeutics, Inc. | 128,538 | $1.7B | 11.67% | |
| 89 | —Molecular Templates, Inc. | 254,230 | $1.7B | 11.39% | |
| 90 | —Forty Seven, Inc. | 250,000 | $1.6B | 10.92% | |
| 91 | —Foamix Pharmaceuticals Ltd. | 498,189 | $1.5B | 10.30% | |
| 92 | CTMXCytomX Therapeutics, Inc. | 194,377 | $1.4B | 9.76% | |
| 93 | CCXIEURChemoCentryx, Inc. | 207,029 | $1.4B | 9.55% | |
| 94 | FLGTFulgent Genetics, Inc. | 125,000 | $1.3B | 8.84% | |
| 95 | MTNBEURMatinas BioPharma Holdings, Inc. | 1,984,965 | $1.3B | 8.52% | |
| 96 | LPTXEURLeap Therapeutics, Inc. | 978,454 | $1.1B | 7.79% | |
| 97 | RCUSArcus Biosciences, Inc. | 121,534 | $1.1B | 7.52% | |
| 98 | GLMDGalmed Pharmaceuticals Ltd. | 215,594 | $1.0B | 7.01% | |
| 99 | —Adamas Pharmaceuticals, Inc. | 172,630 | $883.0M | 6.01% | |
| 100 | —Constellation Pharmaceuticals, Inc. | 133,333 | $861.0M | 5.86% |
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