BAKER BROS. ADVISORS LP Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$18.8T
Holdings
99
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (99 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SGENEURSeattle Genetics, Inc. | 50,057,277 | $5.7T | 30.41% | |
| 2 | INCYIncyte Corporation | 31,976,873 | $2.8T | 14.84% | |
| 3 | ONCBeiGene, Ltd. | 11,777,285 | $2.0T | 10.38% | |
| 4 | ACADACADIA Pharmaceuticals Inc. | 40,854,586 | $1.7T | 9.29% | |
| 5 | ALXNAlexion Pharmaceuticals, Inc. | 8,258,068 | $893.1B | 4.75% | |
| 6 | KODKodiak Sciences Inc. | 11,047,289 | $794.9B | 4.23% | |
| 7 | AMRNAmarin Corporation plc | 34,496,685 | $739.6B | 3.93% | |
| 8 | BMRNBioMarin Pharmaceutical Inc. | 7,589,294 | $641.7B | 3.41% | |
| 9 | ASNDAscendis Pharma A/S | 3,390,270 | $471.7B | 2.51% | |
| 10 | EXASExact Sciences Corporation | 2,585,791 | $239.1B | 1.27% | |
| 11 | MRTXEURMirati Therapeutics, Inc. | 1,307,220 | $168.4B | 0.90% | |
| 12 | ARGXargenx SE | 1,019,557 | $163.7B | 0.87% | |
| 13 | —DBV Technologies S.A. | 14,614,264 | $156.4B | 0.83% | |
| 14 | NVTA1EURInvitae Corporation | 9,097,165 | $146.7B | 0.78% | |
| 15 | HRTXHeron Therapeutics, Inc. | 6,018,104 | $141.4B | 0.75% | |
| 16 | NBIXNeurocrine Biosciences, Inc. | 1,254,243 | $134.8B | 0.72% | |
| 17 | —MyoKardia, Inc. | 1,774,234 | $129.3B | 0.69% | |
| 18 | 1K0IGM Biosciences, Inc. | 3,144,000 | $120.0B | 0.64% | |
| 19 | MDGLMadrigal Pharmaceuticals, Inc. | 1,169,278 | $106.5B | 0.57% | |
| 20 | —Ra Pharmaceuticals, Inc. | 2,093,839 | $98.3B | 0.52% | |
| 21 | —Principia Biopharma Inc. | 1,787,957 | $97.9B | 0.52% | |
| 22 | AXSMAxsome Therapeutics, Inc. | 829,757 | $85.8B | 0.46% | |
| 23 | —Zymeworks Inc. | 1,708,472 | $77.7B | 0.41% | |
| 24 | 1T7Tricida, Inc. | 1,969,905 | $74.3B | 0.40% | |
| 25 | RYTMRhythm Pharmaceuticals, Inc. | 2,708,200 | $62.2B | 0.33% | |
| 26 | IM8NInsmed Incorporated | 2,445,265 | $58.4B | 0.31% | |
| 27 | KRYSKrystal Biotech, Inc. | 1,034,674 | $57.3B | 0.30% | |
| 28 | BCELAtreca, Inc. | 3,532,760 | $54.7B | 0.29% | |
| 29 | —Audentes Therapeutics, Inc. | 804,720 | $48.2B | 0.26% | |
| 30 | NBIX 2.25 05/15/24Neurocrine Biosciences, Inc. | 30,770,000 | $47.1B | 0.25% | |
| 31 | CERSCerus Corporation | 10,749,937 | $45.4B | 0.24% | |
| 32 | —Neoleukin Therapeutics, Inc. | 3,397,740 | $41.9B | 0.22% | |
| 33 | —GW Pharmaceuticals plc | 370,845 | $38.8B | 0.21% | |
| 34 | BCRXBioCryst Pharmaceuticals, Inc. | 10,946,166 | $37.8B | 0.20% | |
| 35 | QUREuniQure N.V. | 517,700 | $37.1B | 0.20% | |
| 36 | AUPHAurinia Pharmaceuticals Inc. | 1,701,929 | $34.5B | 0.18% | |
| 37 | ADPTAdaptive Biotechnologies Corporation | 1,115,411 | $33.4B | 0.18% | |
| 38 | ALLKGUSDAllakos Inc. | 339,690 | $32.4B | 0.17% | |
| 39 | ASMBAssembly Biosciences, Inc. | 1,541,618 | $31.5B | 0.17% | |
| 40 | KNSAKiniksa Pharmaceuticals, Ltd. | 2,799,577 | $31.0B | 0.16% | |
| 41 | CCXIEURChemoCentryx, Inc. | 739,016 | $29.2B | 0.16% | |
| 42 | MRUSMerus N.V. | 2,037,469 | $28.7B | 0.15% | |
| 43 | URGNUroGen Pharma Ltd. | 831,488 | $27.7B | 0.15% | |
| 44 | —Aimmune Therapeutics, Inc. | 673,908 | $22.6B | 0.12% | |
| 45 | —Frequency Therapeutics, Inc. | 1,231,433 | $21.6B | 0.11% | |
| 46 | ALKSAlkermes plc | 793,130 | $16.2B | 0.09% | |
| 47 | BMRN 0.599 08/01/24BioMarin Pharmaceutical Inc. | 15,000,000 | $15.8B | 0.08% | |
| 48 | —Urovant Sciences Ltd. | 1,000,000 | $15.5B | 0.08% | |
| 49 | APLSApellis Pharmaceuticals, Inc. | 496,969 | $15.2B | 0.08% | |
| 50 | XNCRXencor, Inc. | 428,120 | $14.7B | 0.08% | |
| 51 | AGLEUSDAeglea BioTherapeutics, Inc. | 1,713,604 | $13.1B | 0.07% | |
| 52 | HOOKGBPHOOKIPA Pharma Inc. | 892,857 | $10.9B | 0.06% | |
| 53 | CABACabaletta Bio, Inc. | 636,363 | $8.9B | 0.05% | |
| 54 | NXTCNextCure, Inc. | 150,000 | $8.4B | 0.04% | |
| 55 | —Idera Pharmaceuticals, Inc. | 4,608,786 | $8.4B | 0.04% | |
| 56 | RETAEURReata Pharmaceuticals, Inc. | 40,983 | $8.4B | 0.04% | |
| 57 | GBYSangamo Therapeutics, Inc. | 999,823 | $8.4B | 0.04% | |
| 58 | PTGXProtagonist Therapeutics, Inc. | 1,174,282 | $8.3B | 0.04% | |
| 59 | MIRMMirum Pharmaceuticals, Inc. | 333,333 | $8.2B | 0.04% | |
| 60 | —Abeona Therapeutics Inc. | 2,288,235 | $7.5B | 0.04% | |
| 61 | FLGTFulgent Genetics, Inc. | 569,444 | $7.3B | 0.04% | |
| 62 | IFRXInflarx N.V. | 1,778,415 | $7.0B | 0.04% | |
| 63 | BDQMAlbireo Pharma, Inc. | 250,000 | $6.4B | 0.03% | |
| 64 | —Constellation Pharmaceuticals, Inc. | 133,333 | $6.3B | 0.03% | |
| 65 | MTNBEURMatinas BioPharma Holdings, Inc. | 2,632,348 | $6.0B | 0.03% | |
| 66 | VSAREURAravive, Inc. | 433,333 | $5.9B | 0.03% | |
| 67 | —Millendo Therapeutics, Inc. | 833,333 | $5.6B | 0.03% | |
| 68 | ORTXUSDOrchard Therapeutics plc | 405,702 | $5.6B | 0.03% | |
| 69 | CPRXCatalyst Pharmaceuticals, Inc. | 1,341,902 | $5.0B | 0.03% | |
| 70 | —Syros Pharmaceuticals, Inc. | 690,167 | $4.8B | 0.03% | |
| 71 | —Evofem Biosciences, Inc. | 756,813 | $4.7B | 0.02% | |
| 72 | NGMUSDNGM Biopharmaceuticals, Inc. | 250,000 | $4.6B | 0.02% | |
| 73 | —Molecular Templates, Inc. | 316,730 | $4.4B | 0.02% | |
| 74 | CRNXCrinetics Pharmaceuticals, Inc. | 175,000 | $4.4B | 0.02% | |
| 75 | YMABUSDY-mAbs Therapeutics, Inc. | 138,514 | $4.3B | 0.02% | |
| 76 | TPIVDEURMarker Therapeutics, Inc. | 1,500,000 | $4.3B | 0.02% | |
| 77 | —bluebird bio, Inc. | 40,000 | $3.5B | 0.02% | |
| 78 | —Bellicum Pharmaceuticals, Inc. | 2,677,818 | $3.5B | 0.02% | |
| 79 | VKTXViking Therapeutics, Inc. | 425,000 | $3.4B | 0.02% | |
| 80 | GTHXEURG1 Therapeutics, Inc. | 127,236 | $3.4B | 0.02% | |
| 81 | —Menlo Therapeutics Inc. | 700,000 | $3.2B | 0.02% | |
| 82 | —Harpoon Therapeutics, Inc. | 214,285 | $3.2B | 0.02% | |
| 83 | GLPGGalapagos NV | 13,072 | $2.7B | 0.01% | |
| 84 | AUTLAutolus Therapeutics plc | 156,773 | $2.1B | 0.01% | |
| 85 | NTLAIntellia Therapeutics, Inc. | 128,538 | $1.9B | 0.01% | |
| 86 | ANABAnaptysBio, Inc. | 113,086 | $1.8B | 0.01% | |
| 87 | CTMXCytomX Therapeutics, Inc. | 194,377 | $1.6B | 0.01% | |
| 88 | IDYAIDEAYA Biosciences, Inc. | 200,000 | $1.5B | 0.01% | |
| 89 | GLMDGalmed Pharmaceuticals Ltd. | 215,594 | $1.2B | 0.01% | |
| 90 | RCUSArcus Biosciences, Inc. | 121,534 | $1.2B | 0.01% | |
| 91 | OPHTEURIVERIC bio, Inc. | 141,750 | $1.2B | 0.01% | |
| 92 | TREURTrillium Therapeutics Inc. | 1,100,000 | $1.1B | 0.01% | |
| 93 | LPTXEURLeap Therapeutics, Inc. | 978,454 | $1.1B | 0.01% | |
| 94 | —Spring Bank Pharmaceuticals, Inc. | 613,144 | $969.0M | 0.01% | |
| 95 | —Adamas Pharmaceuticals, Inc. | 172,630 | $654.0M | 0.00% | |
| 96 | INFIQInfinity Pharmaceuticals, Inc. | 580,400 | $557.0M | 0.00% | |
| 97 | —Affimed N.V. | 200,000 | $548.0M | 0.00% | |
| 98 | DVAXDynavax Technologies Corporation | 75,000 | $429.0M | 0.00% | |
| 99 | —Sunesis Pharmaceuticals, Inc. | 556,665 | $188.0M | 0.00% |