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BAKER BROS. ADVISORS LP

NEW YORK, NY · CIK 0001263508

Portfolio Value: $15.62B
Positions: 96
Period: 2019-03-31
Filed: 2019-05-15
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014

Portfolio Value

$15.62B

Positions

96

New

4

Increased

19

Decreased

6

Sold Out

166

BAKER BROS. ADVISORS LP Q1 2019 13F Filing Summary

BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $15.62B across 96 positions in their Q1 2019 SEC 13F filing (period ending 2019-03-31). Top holdings include SE ($3.74B), INCY ($2.95B), ONC ($1.58B). The top 10 positions account for 85.5% of the portfolio. This quarter saw 4 new positions, 19 increases, 6 reductions, 166 complete exits. Notable new buys: AXSM ($17.08M), PTGX ($5.08M), CTMX ($2.09M). Notable exits: NVAX, MEDG, SLDB.

All Holdings

#StockValue↓WeightChange
1
SESeattle Genetics, Inc.
COM
$3.74B
23.93%
+0.0%
2
INCYIncyte Corporation
COM
$2.95B
18.87%
+0.1%
3
ONCBeiGene, Ltd.
SPONSORED ADR
$1.58B
10.11%
-
4
Alexion Pharmaceuticals, Inc.
COM
$1.16B
7.41%
+0.0%
5
ACADACADIA Pharmaceuticals Inc.
COM
$1.07B
6.83%
-
6
AMRNAmarin Corporation plc
SPONSORED ADR
$897.05M
5.74%
+1.5%
7
THCHGenomic Health, Inc.
COM
$714.44M
4.57%
-13.2%
8
BMRNBioMarin Pharmaceutical Inc.
COM
$674.16M
4.32%
-
9
ASNDAscendis Pharma A/S
SPONSORED ADR
$399.04M
2.55%
+19.5%
10
ATIMirati Therapeutics, Inc.
COM
$184.24M
1.18%
-
11
MDGLMadrigal Pharmaceuticals, Inc.
COM
$146.46M
0.94%
-
12
ARGXargenx SE
SPONSORED ADR
$127.28M
0.81%
-
13
BCRXBioCryst Pharmaceuticals, Inc.
COM
$123.06M
0.79%
+0.1%
14
HRTXHeron Therapeutics, Inc.
COM
$122.64M
0.79%
-
15
Clementia Pharmaceuticals Inc.
COM
$97.21M
0.62%
-
16
NBIXNeurocrine Biosciences, Inc.
COM
$96.79M
0.62%
+50.4%
17
ARRYArray BioPharma Inc.
COM
$93.67M
0.60%
-23.8%
18
Invitae Corporation
COM
$91.39M
0.59%
-
19
PARSpark Therapeutics, Inc.
COM
$85.63M
0.55%
-45.7%
20
THCHCymaBay Therapeutics, Inc.
COM
$75.79M
0.49%
+16.1%
21
RYTMRhythm Pharmaceuticals, Inc.
COM
$74.23M
0.48%
-
22
GW Pharmaceuticals plc
ADS
$72.21M
0.46%
-
23
NBIXNeurocrine Biosciences, Inc.
NOTE 2.25% 5/15/2024
$71.99M
0.46%
-
24
Tricida, Inc.
COM
$69.64M
0.45%
+12.7%
25
CERSCerus Corporation
COM
$66.97M
0.43%
-
26
THCHAudentes Therapeutics, Inc.
COM
$66.93M
0.43%
+88.4%
27
Principia Biopharma Inc.
COM
$60.78M
0.39%
-
28
INSMInsmed Incorporated
COM PAR $.01
$60.40M
0.39%
+12.2%
29
KODKodiak Sciences Inc.
COM
$59.72M
0.38%
-
30
KNSAKiniksa Pharmaceuticals, Ltd.
COM CL A
$54.18M
0.35%
-
31
MyoKardia, Inc.
COM
$52.84M
0.34%
+222.4%
32
DBV Technologies S.A.
SPONSORED ADR
$42.48M
0.27%
-
33
QUREuniQure N.V.
SHS
$36.09M
0.23%
-
34
Aquinox Pharmaceuticals, Inc.
COM
$29.47M
0.19%
-
35
ZYMEZymeworks Inc.
COM
$27.64M
0.18%
-
36
KRYSKrystal Biotech, Inc.
COM
$25.82M
0.17%
-
37
MIRARa Pharmaceuticals, Inc.
COM
$18.44M
0.12%
-
38
MRUSMerus N.V.
COM
$17.13M
0.11%
-
39
AXSMAxsome Therapeutics, Inc.
COM
$17.08M
0.11%
New
40
BMRNBioMarin Pharmaceutical Inc.
NOTE 0.599% 8/1/2024
$15.38M
0.10%
-
41
THCHAimmune Therapeutics, Inc.
COM
$15.06M
0.10%
-
42
CPRXCatalyst Pharmaceuticals, Inc.
COM
$14.79M
0.09%
-
43
THCHAeglea BioTherapeutics, Inc.
COM
$13.79M
0.09%
-
44
XNCRXencor, Inc.
COM
$13.30M
0.09%
-2.7%
45
Idera Pharmaceuticals, Inc.
COM PAR
$12.34M
0.08%
+0.1%
46
Dermira, Inc.
COM
$12.29M
0.08%
+0.0%
47
MRKRMarker Therapeutics, Inc.
COM
$9.90M
0.06%
-
48
SGMOSangamo Therapeutics, Inc.
COM
$9.54M
0.06%
-
49
ABEOAbeona Therapeutics Inc.
COM
$9.48M
0.06%
-38.7%
50
Bellicum Pharmaceuticals, Inc.
COM
$9.02M
0.06%
-
Showing 1-50 of 96

Position Changes

StockValueShares
AXSMAxsome Therapeutics, Inc.
$17.08M1,200,000
PTGXProtagonist Therapeutics, Inc.
$5.08M403,893
CTMXCytomX Therapeutics, Inc.
$2.09M194,377
THCHHarpoon Therapeutics, Inc.
$2.03M214,285