BAKER BROS. ADVISORS LP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$20.6T
Holdings
121
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (121 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SGENUSDSeagen Inc. | 46,893,364 | $7.2T | 35.27% | |
| 2 | ONCBeiGene, Ltd. | 11,668,897 | $3.2T | 15.38% | |
| 3 | INCYIncyte Corporation | 33,618,063 | $2.5T | 12.01% | |
| 4 | KODKodiak Sciences Inc. | 14,681,304 | $1.2T | 6.06% | |
| 5 | ACADACADIA Pharmaceuticals Inc. | 41,910,704 | $978.2B | 4.76% | |
| 6 | BMRNBioMarin Pharmaceutical Inc. | 7,620,494 | $673.3B | 3.28% | |
| 7 | ASNDAscendis Pharma A/S | 4,541,604 | $611.0B | 2.97% | |
| 8 | ARGXargenx SE | 1,119,557 | $392.1B | 1.91% | |
| 9 | MRTXEURMirati Therapeutics, Inc. | 1,409,784 | $206.8B | 1.01% | |
| 10 | BCRXBioCryst Pharmaceuticals, Inc. | 12,710,818 | $176.0B | 0.86% | |
| 11 | KYMRKymera Therapeutics, Inc. | 2,384,742 | $151.4B | 0.74% | |
| 12 | NVTA1EURInvitae Corporation | 9,873,488 | $150.8B | 0.73% | |
| 13 | ABCLAbCellera Biologics Inc. | 10,450,180 | $149.4B | 0.73% | |
| 14 | MDGLMadrigal Pharmaceuticals, Inc. | 1,499,213 | $127.0B | 0.62% | |
| 15 | PRLDPrelude Therapeutics Inc. | 10,123,824 | $126.0B | 0.61% | |
| 16 | LEGNLegend Biotech Corporation | 2,489,003 | $116.0B | 0.56% | |
| 17 | PACBPacific Biosciences of California, Inc. | 5,444,963 | $111.4B | 0.54% | |
| 18 | GBTUSDGlobal Blood Therapeutics, Inc. | 3,314,765 | $97.0B | 0.47% | |
| 19 | CERSCerus Corporation | 13,713,195 | $93.4B | 0.45% | |
| 20 | 1K0IGM Biosciences, Inc. | 3,156,102 | $92.6B | 0.45% | |
| 21 | IMCRImmunocore Holdings plc | 2,520,730 | $86.3B | 0.42% | |
| 22 | TVTXTravere Therapeutics, Inc. | 2,669,054 | $82.8B | 0.40% | |
| 23 | TRDAEntrada Therapeutics, Inc. | 4,704,419 | $80.5B | 0.39% | |
| 24 | HRTXHeron Therapeutics, Inc. | 8,131,678 | $74.2B | 0.36% | |
| 25 | AMRNAmarin Corporation plc | 21,169,805 | $71.3B | 0.35% | |
| 26 | NRIXNurix Therapeutics, Inc. | 2,454,082 | $71.0B | 0.35% | |
| 27 | TILInstil Bio, Inc. | 3,893,700 | $66.6B | 0.32% | |
| 28 | MRUSMerus N.V. | 2,037,469 | $64.8B | 0.32% | |
| 29 | HZNPHorizon Therapeutics Public Ltd Co | 599,110 | $64.6B | 0.31% | |
| 30 | IMTXImmatics N.V. | 4,423,731 | $59.5B | 0.29% | |
| 31 | CCXIEURChemoCentryx, Inc. | 1,631,266 | $59.4B | 0.29% | |
| 32 | IM8NInsmed Incorporated | 2,156,001 | $58.7B | 0.29% | |
| 33 | NBIXNeurocrine Biosciences, Inc. | 676,975 | $57.7B | 0.28% | |
| 34 | KRYSKrystal Biotech, Inc. | 807,735 | $56.5B | 0.27% | |
| 35 | VERVVerve Therapeutics, Inc. | 1,416,530 | $52.2B | 0.25% | |
| 36 | APLS 3.5 09/15/26Apellis Pharmaceuticals, Inc. | 31,754,000 | $48.0B | 0.23% | |
| 37 | VSTMVerastem, Inc. | 21,491,630 | $44.1B | 0.21% | |
| 38 | INSM 0.75 06/01/28Insmed Incorporated | 40,000,000 | $43.3B | 0.21% | |
| 39 | SRPT 1.5 11/15/24Sarepta Therapeutics, Inc. | 29,174,000 | $42.7B | 0.21% | |
| 40 | RYTMRhythm Pharmaceuticals, Inc. | 3,863,239 | $38.6B | 0.19% | |
| 41 | 290AChinook Therapeutics, Inc. | 2,334,102 | $38.1B | 0.19% | |
| 42 | RAREUltragenyx Pharmaceutical Inc. | 444,444 | $37.4B | 0.18% | |
| 43 | ADAPYAdaptimmune Therapeutics plc | 9,830,877 | $36.9B | 0.18% | |
| 44 | ALKSAlkermes plc | 1,500,000 | $34.9B | 0.17% | |
| 45 | KNSAKiniksa Pharmaceuticals, Ltd. | 2,799,577 | $33.0B | 0.16% | |
| 46 | DSGNDesign Therapeutics, Inc. | 1,436,636 | $30.8B | 0.15% | |
| 47 | —Talis Biomedical Corporation | 7,624,835 | $30.6B | 0.15% | |
| 48 | —Forma Therapeutics Holdings, Inc. | 2,024,876 | $28.8B | 0.14% | |
| 49 | —Zymeworks Inc. | 1,708,472 | $28.0B | 0.14% | |
| 50 | —bluebird bio, Inc. | 2,499,715 | $25.0B | 0.12% | |
| 51 | ALGSAligos Therapeutics, Inc. | 2,076,400 | $24.6B | 0.12% | |
| 52 | OPTEYOpthea Limited | 3,196,191 | $24.1B | 0.12% | |
| 53 | CRNXCrinetics Pharmaceuticals, Inc. | 827,480 | $23.5B | 0.11% | |
| 54 | XENEXenon Pharmaceuticals Inc. | 751,639 | $23.5B | 0.11% | |
| 55 | —DBV Technologies S.A. | 14,614,264 | $23.4B | 0.11% | |
| 56 | AXSMAxsome Therapeutics, Inc. | 610,970 | $23.1B | 0.11% | |
| 57 | AVTEAerovate Therapeutics, Inc. | 1,831,789 | $21.6B | 0.11% | |
| 58 | TSVT*2seventy bio, Inc. | 833,236 | $21.4B | 0.10% | |
| 59 | FLGTFulgent Genetics, Inc. | 201,444 | $20.3B | 0.10% | |
| 60 | —Neoleukin Therapeutics, Inc. | 3,821,740 | $18.4B | 0.09% | |
| 61 | OTICEUROtonomy, Inc. | 7,844,692 | $16.3B | 0.08% | |
| 62 | AGLEUSDAeglea BioTherapeutics, Inc. | 3,410,106 | $16.2B | 0.08% | |
| 63 | BCABBioAtla, Inc. | 825,000 | $16.2B | 0.08% | |
| 64 | SRZNSurrozen, Inc. | 2,500,000 | $16.1B | 0.08% | |
| 65 | REPLReplimune Group, Inc. | 593,395 | $16.1B | 0.08% | |
| 66 | —DICE Therapeutics, Inc. | 588,235 | $14.9B | 0.07% | |
| 67 | ANABAnaptysBio, Inc. | 427,179 | $14.8B | 0.07% | |
| 68 | TCDA 3.5 05/15/27Tricida, Inc. | 27,500,000 | $14.8B | 0.07% | |
| 69 | —Affimed N.V. | 2,653,169 | $14.6B | 0.07% | |
| 70 | 698Achilles Therapeutics plc | 2,591,366 | $13.0B | 0.06% | |
| 71 | CNTACentessa Pharmaceuticals plc | 1,127,273 | $12.7B | 0.06% | |
| 72 | 1T7Tricida, Inc. | 1,285,014 | $12.3B | 0.06% | |
| 73 | RLMDRelmada Therapeutics, Inc. | 495,113 | $11.2B | 0.05% | |
| 74 | SRPTSarepta Therapeutics, Inc. | 123,456 | $11.1B | 0.05% | |
| 75 | BCELAtreca, Inc. | 3,532,760 | $10.7B | 0.05% | |
| 76 | —Athira Pharma, Inc. | 806,367 | $10.5B | 0.05% | |
| 77 | ALTAltimmune, Inc. | 1,072,038 | $9.8B | 0.05% | |
| 78 | —Invitae Corporation | 10,300,000 | $9.6B | 0.05% | |
| 79 | CYTCyteir Therapeutics, Inc. | 812,640 | $9.2B | 0.04% | |
| 80 | KRTXKaruna Therapeutics, Inc. | 69,966 | $9.2B | 0.04% | |
| 81 | TNGXTango Therapeutics, Inc. | 750,000 | $8.2B | 0.04% | |
| 82 | FGENEURFibroGen, Inc. | 580,150 | $8.2B | 0.04% | |
| 83 | EWTXEdgewise Therapeutics, Inc. | 500,000 | $7.6B | 0.04% | |
| 84 | CBAYUSDCymaBay Therapeutics, Inc. | 2,170,464 | $7.3B | 0.04% | |
| 85 | MGNXMacroGenics, Inc. | 442,579 | $7.1B | 0.03% | |
| 86 | 5E7Iteos Therapeutics, Inc. | 150,346 | $7.0B | 0.03% | |
| 87 | NVV1Novavax, Inc. | 48,168 | $6.9B | 0.03% | |
| 88 | ALLKGUSDAllakos Inc. | 703,050 | $6.9B | 0.03% | |
| 89 | TCRXTScan Therapeutics, Inc. | 1,425,000 | $6.4B | 0.03% | |
| 90 | RETAEURReata Pharmaceuticals, Inc. | 223,976 | $5.9B | 0.03% | |
| 91 | RVMDRevolution Medicines, Inc. | 222,222 | $5.6B | 0.03% | |
| 92 | HRMYHarmony Biosciences Holdings, Inc. | 123,600 | $5.3B | 0.03% | |
| 93 | NGMUSDNGM Biopharmaceuticals, Inc. | 291,801 | $5.2B | 0.03% | |
| 94 | ALECAlector, Inc. | 239,228 | $4.9B | 0.02% | |
| 95 | ATYRaTyr Pharma, Inc. | 625,000 | $4.7B | 0.02% | |
| 96 | KURAKura Oncology, Inc. | 304,158 | $4.3B | 0.02% | |
| 97 | DNLIDenali Therapeutics Inc. | 88,738 | $4.0B | 0.02% | |
| 98 | BMEABiomea Fusion, Inc. | 524,617 | $3.9B | 0.02% | |
| 99 | —TCR2 Therapeutics Inc. | 753,064 | $3.5B | 0.02% | |
| 100 | —Genetron Holdings Limited | 455,306 | $2.8B | 0.01% |
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