SmartMoneyDB

BAKER BROS. ADVISORS LP

NEW YORK, NY · CIK 0001263508

Portfolio Value: $18.81B
Positions: 99
Period: 2019-12-31
Filed: 2020-02-14
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

$18.81B

Positions

99

New

7

Increased

22

Decreased

10

Sold Out

189

BAKER BROS. ADVISORS LP Q4 2019 13F Filing Summary

BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $18.81B across 99 positions in their Q4 2019 SEC 13F filing (period ending 2019-12-31). Top holdings include SE ($5.72B), INCY ($2.79B), ONC ($1.95B). The top 10 positions account for 85.0% of the portfolio. This quarter saw 7 new positions, 22 increases, 10 reductions, 189 complete exits. Notable new buys: EXAS ($239.13M), THCH ($21.59M), Urovant Sciences Ltd. ($15.51M). Notable exits: THCH, THCH, THCH.

All Holdings

#StockValue↓WeightChange
1
SESeattle Genetics, Inc.
COM
$5.72B
30.41%
-
2
INCYIncyte Corporation
COM
$2.79B
14.84%
+0.0%
3
ONCBeiGene, Ltd.
SPONSORED ADR
$1.95B
10.38%
-
4
ACADACADIA Pharmaceuticals Inc.
COM
$1.75B
9.29%
-
5
Alexion Pharmaceuticals, Inc.
COM
$893.11M
4.75%
-
6
KODKodiak Sciences Inc.
COM
$794.85M
4.23%
+20.8%
7
AMRNAmarin Corporation plc
SPONSORED ADR
$739.61M
3.93%
-17.0%
8
BMRNBioMarin Pharmaceutical Inc.
COM
$641.67M
3.41%
-
9
ASNDAscendis Pharma A/S
SPONSORED ADR
$471.65M
2.51%
-
10
EXASExact Sciences Corporation
COM
$239.13M
1.27%
New
11
ATIMirati Therapeutics, Inc.
COM
$168.45M
0.90%
-
12
ARGXargenx SE
SPONSORED ADR
$163.66M
0.87%
-
13
DBV Technologies S.A.
SPONSORED ADR
$156.37M
0.83%
+165.3%
14
Invitae Corporation
COM
$146.74M
0.78%
+3.5%
15
HRTXHeron Therapeutics, Inc.
COM
$141.43M
0.75%
-
16
NBIXNeurocrine Biosciences, Inc.
COM
$134.82M
0.72%
-11.4%
17
MyoKardia, Inc.
COM
$129.31M
0.69%
+16.9%
18
IGMSIGM Biosciences, Inc.
COM
$119.97M
0.64%
-
19
MDGLMadrigal Pharmaceuticals, Inc.
COM
$106.53M
0.57%
-
20
MIRARa Pharmaceuticals, Inc.
COM
$98.26M
0.52%
-10.7%
21
Principia Biopharma Inc.
COM
$97.94M
0.52%
+8.1%
22
AXSMAxsome Therapeutics, Inc.
COM
$85.76M
0.46%
+7.4%
23
ZYMEZymeworks Inc.
COM
$77.67M
0.41%
-
24
Tricida, Inc.
COM
$74.34M
0.40%
-
25
RYTMRhythm Pharmaceuticals, Inc.
COM
$62.18M
0.33%
-
26
INSMInsmed Incorporated
COM PAR $.01
$58.39M
0.31%
+9.7%
27
KRYSKrystal Biotech, Inc.
COM
$57.30M
0.30%
-
28
Atreca, Inc.
CL A Common
$54.65M
0.29%
-
29
THCHAudentes Therapeutics, Inc.
COM
$48.15M
0.26%
-46.6%
30
NBIXNeurocrine Biosciences, Inc.
NOTE 2.25% 5/15/2024
$47.12M
0.25%
-
31
CERSCerus Corporation
COM
$45.37M
0.24%
-
32
THCHNeoleukin Therapeutics, Inc.
COM
$41.86M
0.22%
-69.9%
33
GW Pharmaceuticals plc
ADS
$38.78M
0.21%
-
34
BCRXBioCryst Pharmaceuticals, Inc.
COM
$37.76M
0.20%
-14.0%
35
QUREuniQure N.V.
SHS
$37.10M
0.20%
-
36
AUPHAurinia Pharmaceuticals Inc.
COM
$34.48M
0.18%
+0.0%
37
APTVAdaptive Biotechnologies Corporation
COM
$33.37M
0.18%
-4.3%
38
ALLKAllakos Inc.
COM
$32.39M
0.17%
-
39
ASMBAssembly Biosciences, Inc.
COM
$31.54M
0.17%
+91.9%
40
KNSAKiniksa Pharmaceuticals, Ltd.
COM CL A
$30.96M
0.16%
-
41
ChemoCentryx, Inc.
COM
$29.23M
0.16%
+257.0%
42
MRUSMerus N.V.
COM
$28.69M
0.15%
+75.6%
43
URGNUroGen Pharma Ltd.
COM
$27.75M
0.15%
+11.2%
44
THCHAimmune Therapeutics, Inc.
COM
$22.56M
0.12%
-
45
THCHFrequency Therapeutics, Inc.
COM
$21.59M
0.11%
New
46
ALKSAlkermes plc
SHS
$16.18M
0.09%
+26.9%
47
BMRNBioMarin Pharmaceutical Inc.
NOTE 0.599% 8/1/2024
$15.84M
0.08%
-
48
Urovant Sciences Ltd.
SHS
$15.51M
0.08%
New
49
APLSApellis Pharmaceuticals, Inc.
COM
$15.22M
0.08%
+58.4%
50
XNCRXencor, Inc.
COM
$14.72M
0.08%
-
Showing 1-50 of 99

Position Changes

StockValueShares
EXASExact Sciences Corporation
$239.13M2,585,791
THCHFrequency Therapeutics, Inc.
$21.59M1,231,433
Urovant Sciences Ltd.
$15.51M1,000,000
CABACabaletta Bio, Inc.
$8.89M636,363
Reata Pharmaceuticals, Inc.
$8.38M40,983
THCHMillendo Therapeutics, Inc.
$5.62M833,333
IVERIC bio, Inc.
$1.22M141,750