BAKER BROS. ADVISORS LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$9.4T
Holdings
95
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (95 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | INCYIncyte Corporation | 30,739,466 | $2.1T | 22.68% | |
| 2 | ONCBeiGene, Ltd. | 9,531,880 | $1.8T | 18.81% | |
| 3 | ACADACADIA Pharmaceuticals Inc. | 42,877,916 | $786.8B | 8.40% | |
| 4 | MDGLMadrigal Pharmaceuticals, Inc. | 1,974,590 | $609.3B | 6.51% | |
| 5 | SMMTSummit Therapeutics Inc. | 24,424,865 | $435.9B | 4.66% | |
| 6 | RVMDRevolution Medicines, Inc. | 7,936,972 | $347.2B | 3.71% | |
| 7 | IM8NInsmed Incorporated | 5,006,863 | $345.7B | 3.69% | |
| 8 | RYTMRhythm Pharmaceuticals, Inc. | 6,084,249 | $340.6B | 3.64% | |
| 9 | KYMRKymera Therapeutics, Inc. | 5,995,929 | $241.2B | 2.58% | |
| 10 | KODKodiak Sciences Inc. | 17,310,490 | $172.2B | 1.84% | |
| 11 | EWTXEdgewise Therapeutics, Inc. | 6,155,940 | $164.4B | 1.76% | |
| 12 | BCYCBicycle Therapeutics plc | 10,885,357 | $152.4B | 1.63% | |
| 13 | REPLReplimune Group, Inc. | 11,045,336 | $133.8B | 1.43% | |
| 14 | ALKSAlkermes plc | 4,181,751 | $120.3B | 1.28% | |
| 15 | INSM 0.75 06/01/28Insmed Incorporated | 42,850,000 | $92.9B | 0.99% | |
| 16 | TRDAEntrada Therapeutics, Inc. | 4,865,819 | $84.1B | 0.90% | |
| 17 | ABCLAbCellera Biologics Inc. | 27,525,640 | $80.7B | 0.86% | |
| 18 | DNLIDenali Therapeutics Inc. | 3,731,695 | $76.1B | 0.81% | |
| 19 | NRIXNurix Therapeutics, Inc. | 3,882,125 | $73.1B | 0.78% | |
| 20 | ARGXargenx SE | 111,904 | $68.8B | 0.74% | |
| 21 | RAREUltragenyx Pharmaceutical Inc. | 1,576,114 | $66.3B | 0.71% | |
| 22 | KNSAKiniksa Pharmaceuticals International, plc | 2,818,323 | $55.7B | 0.60% | |
| 23 | IMTXImmatics N.V. | 7,275,830 | $51.7B | 0.55% | |
| 24 | CRSPCRISPR Therapeutics AG | 1,308,011 | $51.5B | 0.55% | |
| 25 | STOKStoke Therapeutics, Inc. | 4,633,838 | $51.1B | 0.55% | |
| 26 | IMCRImmunocore Holdings plc | 1,515,318 | $44.7B | 0.48% | |
| 27 | ROIVRoivant Sciences Ltd. | 3,767,773 | $44.6B | 0.48% | |
| 28 | SERASera Prognostics, Inc. | 5,434,399 | $44.2B | 0.47% | |
| 29 | IMVTImmunovant, Inc. | 1,707,881 | $42.3B | 0.45% | |
| 30 | XENEXenon Pharmaceuticals Inc. | 993,679 | $39.0B | 0.42% | |
| 31 | CELCCelcuity Inc. | 2,678,553 | $35.1B | 0.37% | |
| 32 | GLUEMonte Rosa Therapeutics, Inc. | 4,916,095 | $34.1B | 0.36% | |
| 33 | AKROAkero Therapeutics, Inc. | 1,097,082 | $30.5B | 0.33% | |
| 34 | CERSCerus Corporation | 19,477,339 | $30.0B | 0.32% | |
| 35 | IONS 1.75 06/15/28Ionis Pharmaceuticals, Inc. | 30,000,000 | $29.5B | 0.32% | |
| 36 | GRALGRAIL, Inc. | 1,630,125 | $29.1B | 0.31% | |
| 37 | IDYAIDEAYA Biosciences, Inc. | 1,062,123 | $27.3B | 0.29% | |
| 38 | KRYSKrystal Biotech, Inc. | 169,934 | $26.6B | 0.28% | |
| 39 | CADLCandel Therapeutics, Inc. | 2,981,983 | $25.9B | 0.28% | |
| 40 | PRAXPraxis Precision Medicines, Inc. | 331,533 | $25.5B | 0.27% | |
| 41 | 1K0IGM Biosciences, Inc. | 4,094,304 | $25.0B | 0.27% | |
| 42 | CNTACentessa Pharmaceuticals plc | 1,227,178 | $20.6B | 0.22% | |
| 43 | MRUSMerus N.V. | 450,000 | $18.9B | 0.20% | |
| 44 | DYNDyne Therapeutics, Inc. | 672,096 | $15.8B | 0.17% | |
| 45 | NGNENeurogene Inc. | 674,450 | $15.4B | 0.16% | |
| 46 | XNCRXencor, Inc. | 670,431 | $15.4B | 0.16% | |
| 47 | BCAXBicara Therapeutics Inc. | 833,333 | $14.5B | 0.16% | |
| 48 | PRLDPrelude Therapeutics Inc. | 10,123,824 | $12.9B | 0.14% | |
| 49 | ISIIonis Pharmaceuticals, Inc. | 357,915 | $12.5B | 0.13% | |
| 50 | ALMSAlumis Inc. | 1,562,500 | $12.3B | 0.13% | |
| 51 | NMRANeumora Therapeutics, Inc. | 1,034,600 | $11.0B | 0.12% | |
| 52 | DSGNDesign Therapeutics, Inc. | 1,743,725 | $10.8B | 0.11% | |
| 53 | GPCRStructure Therapeutics Inc. | 361,565 | $9.8B | 0.10% | |
| 54 | VERVVerve Therapeutics, Inc. | 1,691,530 | $9.5B | 0.10% | |
| 55 | OPTEYOpthea Limited | 2,173,622 | $8.5B | 0.09% | |
| 56 | TCRXTScan Therapeutics, Inc. | 2,784,792 | $8.5B | 0.09% | |
| 57 | KALAKALA BIO, Inc. | 1,201,894 | $8.3B | 0.09% | |
| 58 | VIRVir Biotechnology, Inc. | 1,084,539 | $8.0B | 0.09% | |
| 59 | MIRMMirum Pharmaceuticals, Inc. | 190,476 | $7.9B | 0.08% | |
| 60 | ARVNArvinas, Inc. | 405,576 | $7.8B | 0.08% | |
| 61 | NTLAIntellia Therapeutics, Inc. | 644,116 | $7.5B | 0.08% | |
| 62 | TSVT*2seventy bio, Inc. | 2,497,526 | $7.3B | 0.08% | |
| 63 | TSHATaysha Gene Therapies, Inc. | 4,004,756 | $6.9B | 0.07% | |
| 64 | TCE2Celldex Therapeutics, Inc. | 247,644 | $6.3B | 0.07% | |
| 65 | BMEABiomea Fusion, Inc. | 1,451,990 | $5.6B | 0.06% | |
| 66 | FATEFate Therapeutics, Inc. | 3,258,402 | $5.4B | 0.06% | |
| 67 | BNTXBioNTech SE | 45,031 | $5.1B | 0.05% | |
| 68 | IRONDisc Medicine, Inc. | 77,050 | $4.9B | 0.05% | |
| 69 | RLAYRelay Therapeutics, Inc. | 1,160,117 | $4.8B | 0.05% | |
| 70 | CTNMContineum Therapeutics, Inc. | 312,500 | $4.6B | 0.05% | |
| 71 | DBVTDBV Technologies S.A. | 1,461,425 | $4.5B | 0.05% | |
| 72 | SGMTSagimet Biosciences Inc. | 952,996 | $4.3B | 0.05% | |
| 73 | WVEWave Life Sciences Ltd. | 344,063 | $4.3B | 0.05% | |
| 74 | SKYESkye Bioscience, Inc. | 1,450,638 | $4.1B | 0.04% | |
| 75 | PCVXVaxcyte, Inc. | 48,885 | $4.0B | 0.04% | |
| 76 | SANASana Biotechnology, Inc. | 2,380,949 | $3.9B | 0.04% | |
| 77 | CYPHLeap Therapeutics, Inc. | 1,172,175 | $3.4B | 0.04% | |
| 78 | ALGSAligos Therapeutics, Inc. | 83,055 | $3.3B | 0.04% | |
| 79 | PRMEPrime Medicine, Inc. | 1,028,466 | $3.0B | 0.03% | |
| 80 | TARAProtara Therapeutics, Inc. | 536,832 | $2.8B | 0.03% | |
| 81 | ELVNEnliven Therapeutics, Inc. | 114,833 | $2.6B | 0.03% | |
| 82 | ARCTArcturus Therapeutics Holdings Inc. | 151,329 | $2.6B | 0.03% | |
| 83 | CMPXCompass Therapeutics, Inc. | 1,557,630 | $2.3B | 0.02% | |
| 84 | GBIOGBXGeneration Bio Co. | 1,944,945 | $2.1B | 0.02% | |
| 85 | HOOKHOOKIPA Pharma Inc. | 812,814 | $1.6B | 0.02% | |
| 86 | —Mersana Therapeutics, Inc. | 1,086,115 | $1.6B | 0.02% | |
| 87 | VTVTvTv Therapeutics, Inc. | 97,314 | $1.3B | 0.01% | |
| 88 | RCKTRocket Pharmaceuticals, Inc. | 97,079 | $1.2B | 0.01% | |
| 89 | PTCTPTC Therapeutics, Inc. | 20,400 | $920.9M | 0.01% | |
| 90 | IPSCCentury Therapeutics, Inc. | 797,460 | $805.4M | 0.01% | |
| 91 | PMVPPMV Pharmaceuticals, Inc. | 322,024 | $486.3M | 0.01% | |
| 92 | ACRVAcrivon Therapeutics, Inc. | 52,885 | $318.4M | 0.00% | |
| 93 | FHTXFoghorn Therapeutics Inc. | 45,027 | $212.5M | 0.00% | |
| 94 | TYRATyra Biosciences, Inc. | 10,607 | $147.4M | 0.00% | |
| 95 | SRZNWSurrozen, Inc. | 833,333 | $17.8M | 0.00% |