BAKER BROS. ADVISORS LP Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$25.0B
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 | 36962.28% | |
| 2 | ONCBeiGene, Ltd. | 13,301,597 | $3.8T | 15224.65% | |
| 3 | INCYIncyte Corporation | 31,999,398 | $2.9T | 11474.60% | |
| 4 | ACADACADIA Pharmaceuticals Inc. | 41,904,586 | $1.7T | 6907.09% | |
| 5 | ALXNAlexion Pharmaceuticals, Inc. | 8,760,794 | $1.0T | 4005.84% | |
| 6 | KODKodiak Sciences Inc. | 12,352,175 | $731.4B | 2922.46% | |
| 7 | BMRNBioMarin Pharmaceutical Inc. | 7,589,294 | $577.4B | 2307.18% | |
| 8 | ASNDAscendis Pharma A/S | 3,540,270 | $546.3B | 2183.07% | |
| 9 | NVTA1EURInvitae Corporation | 11,850,962 | $513.7B | 2052.83% | |
| 10 | —MyoKardia, Inc. | 3,009,344 | $410.3B | 1639.36% | |
| 11 | PRLDPrelude Therapeutics Incorporated | 10,118,636 | $304.9B | 1218.24% | |
| 12 | ARGXargenx SE | 1,019,557 | $267.7B | 1069.51% | |
| 13 | MRTXEURMirati Therapeutics, Inc. | 1,409,784 | $234.1B | 935.41% | |
| 14 | 1K0IGM Biosciences, Inc. | 3,144,446 | $232.1B | 927.41% | |
| 15 | EXASExact Sciences Corporation | 1,846,139 | $188.2B | 752.08% | |
| 16 | MDGLMadrigal Pharmaceuticals, Inc. | 1,499,213 | $178.0B | 711.27% | |
| 17 | AMRNAmarin Corporation plc | 32,018,867 | $134.8B | 538.64% | |
| 18 | HRTXHeron Therapeutics, Inc. | 5,994,704 | $88.8B | 355.00% | |
| 19 | —Forma Therapeutics Holdings, Inc. | 1,771,509 | $88.3B | 352.80% | |
| 20 | CERSCerus Corporation | 13,713,195 | $85.8B | 343.02% | |
| 21 | —Zymeworks Inc. | 1,708,472 | $79.6B | 317.99% | |
| 22 | IM8NInsmed Incorporated | 2,272,712 | $73.0B | 291.88% | |
| 23 | AXSMAxsome Therapeutics, Inc. | 959,757 | $68.4B | 273.25% | |
| 24 | NBIXNeurocrine Biosciences, Inc. | 676,975 | $65.1B | 260.12% | |
| 25 | KYMRKymera Therapeutics, Inc. | 1,959,211 | $63.3B | 252.95% | |
| 26 | NRIXNurix Therapeutics, Inc. | 1,788,921 | $62.5B | 249.55% | |
| 27 | ALLKGUSDAllakos Inc. | 698,469 | $56.9B | 227.32% | |
| 28 | ADCTADC Therapeutics SA | 1,687,500 | $55.7B | 222.45% | |
| 29 | RYTMRhythm Pharmaceuticals, Inc. | 2,471,155 | $53.5B | 213.98% | |
| 30 | HZNPHorizon Therapeutics Public Ltd Co | 666,500 | $51.8B | 206.88% | |
| 31 | GBTUSDGlobal Blood Therapeutics, Inc. | 920,375 | $50.7B | 202.79% | |
| 32 | ADAPYAdaptimmune Therapeutics plc | 6,330,354 | $50.5B | 201.85% | |
| 33 | BCELAtreca, Inc. | 3,532,760 | $49.4B | 197.21% | |
| 34 | CCXIEURChemoCentryx, Inc. | 899,821 | $49.3B | 197.04% | |
| 35 | —Neoleukin Therapeutics, Inc. | 3,821,740 | $45.9B | 183.25% | |
| 36 | BCRXBioCryst Pharmaceuticals, Inc. | 12,695,818 | $43.6B | 174.26% | |
| 37 | KNSAKiniksa Pharmaceuticals, Ltd. | 2,799,577 | $42.9B | 171.38% | |
| 38 | NBIX 2.25 05/15/24Neurocrine Biosciences, Inc. | 30,770,000 | $42.3B | 169.19% | |
| 39 | KRYSKrystal Biotech, Inc. | 775,192 | $33.4B | 133.35% | |
| 40 | PACBPacific Biosciences of California, Inc. | 3,250,000 | $32.1B | 128.18% | |
| 41 | PTGXProtagonist Therapeutics, Inc. | 1,596,198 | $31.2B | 124.69% | |
| 42 | AGLEUSDAeglea BioTherapeutics, Inc. | 4,379,592 | $31.1B | 124.08% | |
| 43 | ALTAltimmune, Inc. | 2,206,955 | $29.1B | 116.41% | |
| 44 | APLSApellis Pharmaceuticals, Inc. | 896,551 | $27.0B | 108.08% | |
| 45 | ASMBAssembly Biosciences, Inc. | 1,541,418 | $25.3B | 101.26% | |
| 46 | —DBV Technologies S.A. | 14,614,264 | $25.3B | 101.03% | |
| 47 | MRUSMerus N.V. | 2,037,469 | $24.4B | 97.70% | |
| 48 | AUPHAurinia Pharmaceuticals Inc. | 1,618,029 | $23.8B | 95.24% | |
| 49 | CBAYUSDCymabay Therapeutics, Inc. | 3,252,542 | $23.5B | 94.09% | |
| 50 | ALKSAlkermes plc | 1,359,001 | $22.5B | 89.98% | |
| 51 | FLGTFulgent Genetics, Inc. | 546,189 | $21.9B | 87.39% | |
| 52 | ADPTAdaptive Biotechnologies Corporation | 440,539 | $21.4B | 85.60% | |
| 53 | NVV1Novavax, Inc. | 187,376 | $20.3B | 81.12% | |
| 54 | —Immunomedics, Inc. | 237,694 | $20.2B | 80.76% | |
| 55 | BDQMAlbireo Pharma, Inc. | 549,047 | $18.3B | 73.21% | |
| 56 | —Frequency Therapeutics, Inc. | 949,555 | $18.2B | 72.89% | |
| 57 | —Invitae Corporation | 10,300,000 | $16.9B | 67.55% | |
| 58 | —Athira Pharma, Inc. | 882,352 | $16.3B | 65.08% | |
| 59 | XNCRXencor, Inc. | 410,142 | $15.9B | 63.57% | |
| 60 | BMRN 0.599 08/01/24BioMarin Pharmaceutical Inc. | 15,000,000 | $15.7B | 62.54% | |
| 61 | —bluebird bio, Inc. | 252,000 | $13.6B | 54.32% | |
| 62 | HRMYHarmony Biosciences Holdings, Inc. | 400,000 | $13.6B | 54.18% | |
| 63 | —GW Pharmaceuticals plc | 138,745 | $13.5B | 53.97% | |
| 64 | MIRMMirum Pharmaceuticals, Inc. | 553,009 | $10.7B | 42.58% | |
| 65 | IMTXImmatics N.V. | 1,001,414 | $10.6B | 42.46% | |
| 66 | VXRTVaxart, Inc. | 1,566,121 | $10.4B | 41.62% | |
| 67 | —Idera Pharmaceuticals, Inc. | 4,608,786 | $9.9B | 39.41% | |
| 68 | —Urovant Sciences Ltd. | 978,505 | $9.1B | 36.52% | |
| 69 | GBYSangamo Therapeutics, Inc. | 949,823 | $9.0B | 35.87% | |
| 70 | XENEXenon Pharmaceuticals Inc. | 760,308 | $8.4B | 33.63% | |
| 71 | OPHTEURIVERIC bio, Inc. | 1,406,037 | $7.9B | 31.69% | |
| 72 | ANABAnaptysBio, Inc. | 487,243 | $7.2B | 28.72% | |
| 73 | QUREuniQure N.V. | 194,383 | $7.2B | 28.61% | |
| 74 | CABACabaletta Bio, Inc. | 636,363 | $6.9B | 27.56% | |
| 75 | HOOKGBPHOOKIPA Pharma Inc. | 700,481 | $6.6B | 26.51% | |
| 76 | —Syros Pharmaceuticals, Inc. | 690,167 | $6.1B | 24.38% | |
| 77 | KRTXKaruna Therapeutics, Inc. | 77,776 | $6.0B | 24.03% | |
| 78 | BNRBurning Rock Biotech Limited | 237,300 | $6.0B | 23.78% | |
| 79 | AUTLAutolus Therapeutics plc | 461,324 | $5.4B | 21.46% | |
| 80 | RETAEURReata Pharmaceuticals, Inc. | 53,183 | $5.2B | 20.70% | |
| 81 | REPLReplimune Group, Inc. | 206,586 | $4.8B | 19.00% | |
| 82 | CRNXCrinetics Pharmaceuticals, Inc. | 302,320 | $4.7B | 18.93% | |
| 83 | IFRXInflarx N.V. | 1,007,559 | $4.3B | 17.15% | |
| 84 | 5E7Iteos Therapeutics, Inc. | 167,562 | $4.1B | 16.52% | |
| 85 | AKROAkero Therapeutics, Inc. | 131,788 | $4.1B | 16.22% | |
| 86 | LEGNLegend Biotech Corporation | 128,200 | $4.0B | 15.82% | |
| 87 | DNLIDenali Therapeutics Inc. | 99,400 | $3.6B | 14.23% | |
| 88 | PASGPassage Bio, Inc. | 261,066 | $3.4B | 13.68% | |
| 89 | OVIDOvid Therapeutics Inc. | 590,761 | $3.4B | 13.55% | |
| 90 | TARAProtara Therapeutics, Inc. | 199,671 | $3.4B | 13.43% | |
| 91 | —Chiasma, Inc. | 742,133 | $3.2B | 12.75% | |
| 92 | INZYInozyme Pharma, Inc. | 118,500 | $3.1B | 12.45% | |
| 93 | XLRNAcceleron Pharma Inc. | 25,640 | $2.9B | 11.53% | |
| 94 | ALECAlector, Inc. | 265,600 | $2.8B | 11.18% | |
| 95 | KZRKezar Life Sciences, Inc. | 574,958 | $2.8B | 11.12% | |
| 96 | —Constellation Pharmaceuticals, Inc. | 133,333 | $2.7B | 10.79% | |
| 97 | —Gamida Cell Ltd. | 633,324 | $2.6B | 10.50% | |
| 98 | —TCR2 Therapeutics Inc. | 122,532 | $2.5B | 9.95% | |
| 99 | NTLAIntellia Therapeutics, Inc. | 122,238 | $2.4B | 9.71% | |
| 100 | VKTXViking Therapeutics, Inc. | 404,200 | $2.4B | 9.40% |
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