BAKER BROS. ADVISORS LP Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$26.5B
Holdings
126
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (126 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SGENUSDSeagen Inc. | 47,269,424 | $8.3T | 31189.27% | |
| 2 | ONCBeiGene, Ltd. | 11,668,897 | $3.0T | 11359.13% | |
| 3 | INCYIncyte Corporation | 31,999,741 | $2.8T | 10485.89% | |
| 4 | ACADACADIA Pharmaceuticals Inc. | 41,904,586 | $2.2T | 8439.76% | |
| 5 | KODKodiak Sciences Inc. | 13,879,952 | $2.0T | 7682.08% | |
| 6 | ALXNAlexion Pharmaceuticals, Inc. | 8,760,794 | $1.4T | 5156.74% | |
| 7 | PRLDPrelude Therapeutics Incorporated | 10,118,636 | $724.0B | 2727.54% | |
| 8 | BMRNBioMarin Pharmaceutical Inc. | 7,589,294 | $665.5B | 2507.21% | |
| 9 | NVTA1EURInvitae Corporation | 15,649,182 | $654.3B | 2464.97% | |
| 10 | ASNDAscendis Pharma A/S | 3,540,270 | $590.4B | 2224.44% | |
| 11 | ABCLAbCellera Biologics Inc. | 10,450,180 | $420.5B | 1584.24% | |
| 12 | MRTXEURMirati Therapeutics, Inc. | 1,409,784 | $309.6B | 1166.55% | |
| 13 | ARGXargenx SE | 1,019,557 | $299.8B | 1129.62% | |
| 14 | 1K0IGM Biosciences, Inc. | 3,144,892 | $277.7B | 1046.06% | |
| 15 | MDGLMadrigal Pharmaceuticals, Inc. | 1,499,213 | $166.7B | 627.90% | |
| 16 | AMRNAmarin Corporation plc | 27,991,761 | $136.9B | 515.68% | |
| 17 | HRTXHeron Therapeutics, Inc. | 5,994,704 | $126.9B | 478.00% | |
| 18 | KYMRKymera Therapeutics, Inc. | 1,959,211 | $121.5B | 457.63% | |
| 19 | ALLKGUSDAllakos Inc. | 714,250 | $100.0B | 376.72% | |
| 20 | CERSCerus Corporation | 13,713,195 | $94.9B | 357.51% | |
| 21 | BCRXBioCryst Pharmaceuticals, Inc. | 12,695,818 | $94.6B | 356.33% | |
| 22 | PACBPacific Biosciences of California, Inc. | 3,201,972 | $83.1B | 312.91% | |
| 23 | —Zymeworks Inc. | 1,708,472 | $80.7B | 304.19% | |
| 24 | IM8NInsmed Incorporated | 2,156,001 | $71.8B | 270.40% | |
| 25 | —Forma Therapeutics Holdings, Inc. | 2,024,876 | $70.7B | 266.23% | |
| 26 | RYTMRhythm Pharmaceuticals, Inc. | 2,314,873 | $68.8B | 259.27% | |
| 27 | NBIXNeurocrine Biosciences, Inc. | 676,975 | $64.9B | 244.46% | |
| 28 | AXSMAxsome Therapeutics, Inc. | 778,834 | $63.5B | 239.05% | |
| 29 | RAREUltragenyx Pharmaceutical Inc. | 444,444 | $61.5B | 231.78% | |
| 30 | NRIXNurix Therapeutics, Inc. | 1,788,921 | $58.8B | 221.60% | |
| 31 | BCELAtreca, Inc. | 3,532,760 | $57.1B | 214.94% | |
| 32 | —Neoleukin Therapeutics, Inc. | 3,821,740 | $53.9B | 203.01% | |
| 33 | ADAPYAdaptimmune Therapeutics plc | 9,830,877 | $53.0B | 199.63% | |
| 34 | APLSApellis Pharmaceuticals, Inc. | 896,551 | $51.3B | 193.20% | |
| 35 | KNSAKiniksa Pharmaceuticals, Ltd. | 2,799,577 | $49.5B | 186.37% | |
| 36 | ADCTADC Therapeutics SA | 1,418,107 | $45.4B | 171.02% | |
| 37 | ALGSAligos Therapeutics, Inc. | 1,610,000 | $44.5B | 167.71% | |
| 38 | HZNPHorizon Therapeutics Public Ltd Co | 599,110 | $43.8B | 165.11% | |
| 39 | KRYSKrystal Biotech, Inc. | 698,874 | $41.9B | 157.97% | |
| 40 | CCXIEURChemoCentryx, Inc. | 656,710 | $40.7B | 153.19% | |
| 41 | GBTUSDGlobal Blood Therapeutics, Inc. | 920,375 | $39.9B | 150.17% | |
| 42 | —DBV Technologies S.A. | 14,614,264 | $38.3B | 144.25% | |
| 43 | OPTEYOpthea Limited | 3,308,705 | $37.1B | 139.80% | |
| 44 | MRUSMerus N.V. | 2,037,469 | $35.7B | 134.56% | |
| 45 | ALKSAlkermes plc | 1,535,149 | $30.6B | 115.38% | |
| 46 | —Frequency Therapeutics, Inc. | 856,507 | $30.2B | 113.77% | |
| 47 | PTGXProtagonist Therapeutics, Inc. | 1,436,192 | $29.0B | 109.08% | |
| 48 | BCABBioAtla, Inc. | 825,000 | $28.1B | 105.71% | |
| 49 | RETAEURReata Pharmaceuticals, Inc. | 223,976 | $27.7B | 104.31% | |
| 50 | —Athira Pharma, Inc. | 806,367 | $27.6B | 104.05% | |
| 51 | AGLEUSDAeglea BioTherapeutics, Inc. | 3,410,106 | $26.8B | 101.11% | |
| 52 | FLGTFulgent Genetics, Inc. | 495,573 | $25.8B | 97.27% | |
| 53 | ADPTAdaptive Biotechnologies Corporation | 379,682 | $22.5B | 84.58% | |
| 54 | VSTMVerastem, Inc. | 10,144,039 | $21.6B | 81.40% | |
| 55 | MREOMereo BioPharma Group plc | 6,030,293 | $21.6B | 81.33% | |
| 56 | ALTAltimmune, Inc. | 1,884,451 | $21.3B | 80.08% | |
| 57 | AUPHAurinia Pharmaceuticals Inc. | 1,410,064 | $19.5B | 73.47% | |
| 58 | IMTXImmatics N.V. | 1,805,025 | $19.5B | 73.37% | |
| 59 | NVV1Novavax, Inc. | 169,706 | $18.9B | 71.29% | |
| 60 | —Idera Pharmaceuticals, Inc. | 4,608,786 | $16.9B | 63.72% | |
| 61 | CBAYUSDCymabay Therapeutics, Inc. | 2,893,276 | $16.6B | 62.56% | |
| 62 | —Invitae Corporation | 10,300,000 | $16.4B | 61.96% | |
| 63 | XNCRXencor, Inc. | 369,370 | $16.1B | 60.72% | |
| 64 | BMRN 0.599 08/01/24BioMarin Pharmaceutical Inc. | 15,000,000 | $16.0B | 60.40% | |
| 65 | BDQMAlbireo Pharma, Inc. | 412,466 | $15.5B | 58.29% | |
| 66 | GBYSangamo Therapeutics, Inc. | 857,339 | $13.4B | 50.40% | |
| 67 | —GW Pharmaceuticals plc | 112,897 | $13.0B | 49.09% | |
| 68 | —Gamida Cell Ltd. | 1,548,314 | $13.0B | 48.94% | |
| 69 | 290AChinook Therapeutics, Inc. | 748,693 | $11.9B | 44.73% | |
| 70 | —Five Prime Therapeutics, Inc. | 668,000 | $11.4B | 42.81% | |
| 71 | MIRMMirum Pharmaceuticals, Inc. | 647,313 | $11.3B | 42.58% | |
| 72 | SPRYSilverback Therapeutics, Inc. | 238,095 | $11.0B | 41.57% | |
| 73 | XENEXenon Pharmaceuticals Inc. | 687,386 | $10.6B | 39.83% | |
| 74 | —bluebird bio, Inc. | 226,988 | $9.8B | 37.00% | |
| 75 | OPHTEURIVERIC bio, Inc. | 1,406,037 | $9.7B | 36.60% | |
| 76 | ASMBAssembly Biosciences, Inc. | 1,541,418 | $9.3B | 35.13% | |
| 77 | ANABAnaptysBio, Inc. | 427,179 | $9.2B | 34.60% | |
| 78 | CRNXCrinetics Pharmaceuticals, Inc. | 616,520 | $8.7B | 32.77% | |
| 79 | VXRTVaxart, Inc. | 1,398,795 | $8.0B | 30.09% | |
| 80 | CABACabaletta Bio, Inc. | 636,363 | $7.9B | 29.92% | |
| 81 | HOOKGBPHOOKIPA Pharma Inc. | 700,481 | $7.8B | 29.27% | |
| 82 | —Syros Pharmaceuticals, Inc. | 690,167 | $7.5B | 28.21% | |
| 83 | DNLIDenali Therapeutics Inc. | 88,738 | $7.4B | 28.00% | |
| 84 | KRTXKaruna Therapeutics, Inc. | 69,966 | $7.1B | 26.78% | |
| 85 | AUTLAutolus Therapeutics plc | 782,183 | $7.0B | 26.35% | |
| 86 | HRMYHarmony Biosciences Holdings, Inc. | 180,000 | $6.5B | 24.51% | |
| 87 | —Genetron Holdings Limited | 455,306 | $6.4B | 24.01% | |
| 88 | NTLAIntellia Therapeutics, Inc. | 111,296 | $6.1B | 22.81% | |
| 89 | PASGPassage Bio, Inc. | 235,362 | $6.0B | 22.67% | |
| 90 | REPLReplimune Group, Inc. | 153,512 | $5.9B | 22.06% | |
| 91 | 5E7Iteos Therapeutics, Inc. | 150,346 | $5.1B | 19.16% | |
| 92 | TARAProtara Therapeutics, Inc. | 199,671 | $4.8B | 18.21% | |
| 93 | BNRBurning Rock Biotech Limited | 209,131 | $4.8B | 18.20% | |
| 94 | GOSSGossamer Bio, Inc. | 480,729 | $4.6B | 17.51% | |
| 95 | MGNXMacroGenics, Inc. | 200,679 | $4.6B | 17.28% | |
| 96 | 1T7Tricida, Inc. | 629,300 | $4.4B | 16.72% | |
| 97 | IFRXInflarx N.V. | 856,228 | $4.3B | 16.23% | |
| 98 | ALECAlector, Inc. | 239,228 | $3.6B | 13.64% | |
| 99 | —LogicBio Therapeutics, Inc. | 451,478 | $3.4B | 12.98% | |
| 100 | —TCR2 Therapeutics Inc. | 110,888 | $3.4B | 12.92% |
Page 1 of 2Next