BAKER BROS. ADVISORS LP Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$25.0T
Holdings
120
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (120 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SGENUSDSeagen Inc. | 47,269,424 | $9.3T | 36.96% | |
| 2 | ONCBeiGene, Ltd. | 13,301,597 | $3.8T | 15.22% | |
| 3 | INCYIncyte Corporation | 31,999,398 | $2.9T | 11.47% | |
| 4 | ACADACADIA Pharmaceuticals Inc. | 41,904,586 | $1.7T | 6.91% | |
| 5 | ALXNAlexion Pharmaceuticals, Inc. | 8,760,794 | $1.0T | 4.01% | |
| 6 | KODKodiak Sciences Inc. | 12,352,175 | $731.4B | 2.92% | |
| 7 | BMRNBioMarin Pharmaceutical Inc. | 7,589,294 | $577.4B | 2.31% | |
| 8 | ASNDAscendis Pharma A/S | 3,540,270 | $546.3B | 2.18% | |
| 9 | NVTA1EURInvitae Corporation | 11,850,962 | $513.7B | 2.05% | |
| 10 | —MyoKardia, Inc. | 3,009,344 | $410.3B | 1.64% | |
| 11 | PRLDPrelude Therapeutics Incorporated | 10,118,636 | $304.9B | 1.22% | |
| 12 | ARGXargenx SE | 1,019,557 | $267.7B | 1.07% | |
| 13 | MRTXEURMirati Therapeutics, Inc. | 1,409,784 | $234.1B | 0.94% | |
| 14 | 1K0IGM Biosciences, Inc. | 3,144,446 | $232.1B | 0.93% | |
| 15 | EXASExact Sciences Corporation | 1,846,139 | $188.2B | 0.75% | |
| 16 | MDGLMadrigal Pharmaceuticals, Inc. | 1,499,213 | $178.0B | 0.71% | |
| 17 | AMRNAmarin Corporation plc | 32,018,867 | $134.8B | 0.54% | |
| 18 | HRTXHeron Therapeutics, Inc. | 5,994,704 | $88.8B | 0.35% | |
| 19 | —Forma Therapeutics Holdings, Inc. | 1,771,509 | $88.3B | 0.35% | |
| 20 | CERSCerus Corporation | 13,713,195 | $85.8B | 0.34% | |
| 21 | —Zymeworks Inc. | 1,708,472 | $79.6B | 0.32% | |
| 22 | IM8NInsmed Incorporated | 2,272,712 | $73.0B | 0.29% | |
| 23 | AXSMAxsome Therapeutics, Inc. | 959,757 | $68.4B | 0.27% | |
| 24 | NBIXNeurocrine Biosciences, Inc. | 676,975 | $65.1B | 0.26% | |
| 25 | KYMRKymera Therapeutics, Inc. | 1,959,211 | $63.3B | 0.25% | |
| 26 | NRIXNurix Therapeutics, Inc. | 1,788,921 | $62.5B | 0.25% | |
| 27 | ALLKGUSDAllakos Inc. | 698,469 | $56.9B | 0.23% | |
| 28 | ADCTADC Therapeutics SA | 1,687,500 | $55.7B | 0.22% | |
| 29 | RYTMRhythm Pharmaceuticals, Inc. | 2,471,155 | $53.5B | 0.21% | |
| 30 | HZNPHorizon Therapeutics Public Ltd Co | 666,500 | $51.8B | 0.21% | |
| 31 | GBTUSDGlobal Blood Therapeutics, Inc. | 920,375 | $50.7B | 0.20% | |
| 32 | ADAPYAdaptimmune Therapeutics plc | 6,330,354 | $50.5B | 0.20% | |
| 33 | BCELAtreca, Inc. | 3,532,760 | $49.4B | 0.20% | |
| 34 | CCXIEURChemoCentryx, Inc. | 899,821 | $49.3B | 0.20% | |
| 35 | —Neoleukin Therapeutics, Inc. | 3,821,740 | $45.9B | 0.18% | |
| 36 | BCRXBioCryst Pharmaceuticals, Inc. | 12,695,818 | $43.6B | 0.17% | |
| 37 | KNSAKiniksa Pharmaceuticals, Ltd. | 2,799,577 | $42.9B | 0.17% | |
| 38 | NBIX 2.25 05/15/24Neurocrine Biosciences, Inc. | 30,770,000 | $42.3B | 0.17% | |
| 39 | KRYSKrystal Biotech, Inc. | 775,192 | $33.4B | 0.13% | |
| 40 | PACBPacific Biosciences of California, Inc. | 3,250,000 | $32.1B | 0.13% | |
| 41 | PTGXProtagonist Therapeutics, Inc. | 1,596,198 | $31.2B | 0.12% | |
| 42 | AGLEUSDAeglea BioTherapeutics, Inc. | 4,379,592 | $31.1B | 0.12% | |
| 43 | ALTAltimmune, Inc. | 2,206,955 | $29.1B | 0.12% | |
| 44 | APLSApellis Pharmaceuticals, Inc. | 896,551 | $27.0B | 0.11% | |
| 45 | ASMBAssembly Biosciences, Inc. | 1,541,418 | $25.3B | 0.10% | |
| 46 | —DBV Technologies S.A. | 14,614,264 | $25.3B | 0.10% | |
| 47 | MRUSMerus N.V. | 2,037,469 | $24.4B | 0.10% | |
| 48 | AUPHAurinia Pharmaceuticals Inc. | 1,618,029 | $23.8B | 0.10% | |
| 49 | CBAYUSDCymabay Therapeutics, Inc. | 3,252,542 | $23.5B | 0.09% | |
| 50 | ALKSAlkermes plc | 1,359,001 | $22.5B | 0.09% | |
| 51 | FLGTFulgent Genetics, Inc. | 546,189 | $21.9B | 0.09% | |
| 52 | ADPTAdaptive Biotechnologies Corporation | 440,539 | $21.4B | 0.09% | |
| 53 | NVV1Novavax, Inc. | 187,376 | $20.3B | 0.08% | |
| 54 | —Immunomedics, Inc. | 237,694 | $20.2B | 0.08% | |
| 55 | BDQMAlbireo Pharma, Inc. | 549,047 | $18.3B | 0.07% | |
| 56 | —Frequency Therapeutics, Inc. | 949,555 | $18.2B | 0.07% | |
| 57 | —Invitae Corporation | 10,300,000 | $16.9B | 0.07% | |
| 58 | —Athira Pharma, Inc. | 882,352 | $16.3B | 0.07% | |
| 59 | XNCRXencor, Inc. | 410,142 | $15.9B | 0.06% | |
| 60 | BMRN 0.599 08/01/24BioMarin Pharmaceutical Inc. | 15,000,000 | $15.7B | 0.06% | |
| 61 | —bluebird bio, Inc. | 252,000 | $13.6B | 0.05% | |
| 62 | HRMYHarmony Biosciences Holdings, Inc. | 400,000 | $13.6B | 0.05% | |
| 63 | —GW Pharmaceuticals plc | 138,745 | $13.5B | 0.05% | |
| 64 | MIRMMirum Pharmaceuticals, Inc. | 553,009 | $10.7B | 0.04% | |
| 65 | IMTXImmatics N.V. | 1,001,414 | $10.6B | 0.04% | |
| 66 | VXRTVaxart, Inc. | 1,566,121 | $10.4B | 0.04% | |
| 67 | —Idera Pharmaceuticals, Inc. | 4,608,786 | $9.9B | 0.04% | |
| 68 | —Urovant Sciences Ltd. | 978,505 | $9.1B | 0.04% | |
| 69 | GBYSangamo Therapeutics, Inc. | 949,823 | $9.0B | 0.04% | |
| 70 | XENEXenon Pharmaceuticals Inc. | 760,308 | $8.4B | 0.03% | |
| 71 | OPHTEURIVERIC bio, Inc. | 1,406,037 | $7.9B | 0.03% | |
| 72 | ANABAnaptysBio, Inc. | 487,243 | $7.2B | 0.03% | |
| 73 | QUREuniQure N.V. | 194,383 | $7.2B | 0.03% | |
| 74 | CABACabaletta Bio, Inc. | 636,363 | $6.9B | 0.03% | |
| 75 | HOOKGBPHOOKIPA Pharma Inc. | 700,481 | $6.6B | 0.03% | |
| 76 | —Syros Pharmaceuticals, Inc. | 690,167 | $6.1B | 0.02% | |
| 77 | KRTXKaruna Therapeutics, Inc. | 77,776 | $6.0B | 0.02% | |
| 78 | BNRBurning Rock Biotech Limited | 237,300 | $6.0B | 0.02% | |
| 79 | AUTLAutolus Therapeutics plc | 461,324 | $5.4B | 0.02% | |
| 80 | RETAEURReata Pharmaceuticals, Inc. | 53,183 | $5.2B | 0.02% | |
| 81 | REPLReplimune Group, Inc. | 206,586 | $4.8B | 0.02% | |
| 82 | CRNXCrinetics Pharmaceuticals, Inc. | 302,320 | $4.7B | 0.02% | |
| 83 | IFRXInflarx N.V. | 1,007,559 | $4.3B | 0.02% | |
| 84 | 5E7Iteos Therapeutics, Inc. | 167,562 | $4.1B | 0.02% | |
| 85 | AKROAkero Therapeutics, Inc. | 131,788 | $4.1B | 0.02% | |
| 86 | LEGNLegend Biotech Corporation | 128,200 | $4.0B | 0.02% | |
| 87 | DNLIDenali Therapeutics Inc. | 99,400 | $3.6B | 0.01% | |
| 88 | PASGPassage Bio, Inc. | 261,066 | $3.4B | 0.01% | |
| 89 | OVIDOvid Therapeutics Inc. | 590,761 | $3.4B | 0.01% | |
| 90 | TARAProtara Therapeutics, Inc. | 199,671 | $3.4B | 0.01% | |
| 91 | —Chiasma, Inc. | 742,133 | $3.2B | 0.01% | |
| 92 | INZYInozyme Pharma, Inc. | 118,500 | $3.1B | 0.01% | |
| 93 | XLRNAcceleron Pharma Inc. | 25,640 | $2.9B | 0.01% | |
| 94 | ALECAlector, Inc. | 265,600 | $2.8B | 0.01% | |
| 95 | KZRKezar Life Sciences, Inc. | 574,958 | $2.8B | 0.01% | |
| 96 | —Constellation Pharmaceuticals, Inc. | 133,333 | $2.7B | 0.01% | |
| 97 | —Gamida Cell Ltd. | 633,324 | $2.6B | 0.01% | |
| 98 | —TCR2 Therapeutics Inc. | 122,532 | $2.5B | 0.01% | |
| 99 | NTLAIntellia Therapeutics, Inc. | 122,238 | $2.4B | 0.01% | |
| 100 | VKTXViking Therapeutics, Inc. | 404,200 | $2.4B | 0.01% |
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