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BAKER BROS. ADVISORS LP

NEW YORK, NY · CIK 0001263508

Portfolio Value: $16.24B
Positions: 110
Period: 2020-03-31
Filed: 2020-05-15
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

$16.24B

Positions

110

New

12

Increased

31

Decreased

18

Sold Out

190

BAKER BROS. ADVISORS LP Q1 2020 13F Filing Summary

BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $16.24B across 110 positions in their Q1 2020 SEC 13F filing (period ending 2020-03-31). Top holdings include SE ($5.78B), INCY ($2.34B), ACAD ($1.77B). The top 10 positions account for 86.3% of the portfolio. This quarter saw 12 new positions, 31 increases, 18 reductions, 190 complete exits. Notable new buys: ALEC ($6.76M), THCH ($5.92M), THCH ($4.59M). Notable exits: Bellicum Pharmaceuticals, Inc., THCH, THCH.

All Holdings

#StockValue↓WeightChange
1
SESeattle Genetics, Inc.
COM
$5.78B
35.57%
+0.0%
2
INCYIncyte Corporation
COM
$2.34B
14.42%
+0.0%
3
ACADACADIA Pharmaceuticals Inc.
COM
$1.77B
10.90%
+2.6%
4
ONCBeiGene, Ltd.
SPONSORED ADR
$1.45B
8.93%
-
5
Alexion Pharmaceuticals, Inc.
COM
$786.63M
4.84%
+6.1%
6
BMRNBioMarin Pharmaceutical Inc.
COM
$641.29M
3.95%
-
7
KODKodiak Sciences Inc.
COM
$552.11M
3.40%
+4.8%
8
ASNDAscendis Pharma A/S
SPONSORED ADR
$381.78M
2.35%
-
9
IGMSIGM Biosciences, Inc.
COM
$176.54M
1.09%
-
10
AMRNAmarin Corporation plc
SPONSORED ADR
$137.99M
0.85%
-
11
ARGXargenx SE
SPONSORED ADR
$134.31M
0.83%
-
12
Invitae Corporation
COM
$124.41M
0.77%
+0.0%
13
Principia Biopharma Inc.
COM
$116.11M
0.72%
+9.4%
14
ATIMirati Therapeutics, Inc.
COM
$108.37M
0.67%
+7.8%
15
NBIXNeurocrine Biosciences, Inc.
COM
$107.34M
0.66%
-1.1%
16
EXASExact Sciences Corporation
COM
$107.08M
0.66%
-28.6%
17
MIRARa Pharmaceuticals, Inc.
COM
$100.53M
0.62%
-
18
MDGLMadrigal Pharmaceuticals, Inc.
COM
$100.09M
0.62%
+28.2%
19
MyoKardia, Inc.
COM
$83.18M
0.51%
-
20
HRTXHeron Therapeutics, Inc.
COM
$70.65M
0.44%
-
21
CERSCerus Corporation
COM
$63.77M
0.39%
+27.6%
22
ZYMEZymeworks Inc.
COM
$60.60M
0.37%
-
23
Tricida, Inc.
COM
$58.65M
0.36%
+35.3%
24
Atreca, Inc.
CL A COM
$58.47M
0.36%
-
25
DBV Technologies S.A.
SPONSORED ADR
$57.29M
0.35%
-
26
AXSMAxsome Therapeutics, Inc.
COM
$52.34M
0.32%
+7.2%
27
INSMInsmed Incorporated
COM PAR $.01
$48.50M
0.30%
+23.7%
28
KNSAKiniksa Pharmaceuticals, Ltd.
COM CL A
$43.34M
0.27%
-
29
RYTMRhythm Pharmaceuticals, Inc.
COM
$41.22M
0.25%
-
30
KRYSKrystal Biotech, Inc.
COM
$40.92M
0.25%
-8.5%
31
NBIXNeurocrine Biosciences, Inc.
NOTE 2.25% 5/15/2024
$39.32M
0.24%
-
32
THCHNeoleukin Therapeutics, Inc.
COM
$38.67M
0.24%
-
33
ChemoCentryx, Inc.
COM
$34.52M
0.21%
+16.2%
34
ALLKAllakos Inc.
COM
$32.72M
0.20%
+116.5%
35
GW Pharmaceuticals plc
ADS
$32.48M
0.20%
-
36
AUPHAurinia Pharmaceuticals Inc.
COM
$24.70M
0.15%
-
37
MRUSMerus N.V.
COM
$24.65M
0.15%
-
38
APLSApellis Pharmaceuticals, Inc.
COM
$24.02M
0.15%
+80.4%
39
ASMBAssembly Biosciences, Inc.
COM
$22.86M
0.14%
-
40
BCRXBioCryst Pharmaceuticals, Inc.
COM
$21.89M
0.13%
-
41
THCHFrequency Therapeutics, Inc.
COM
$21.02M
0.13%
-4.2%
42
APTVAdaptive Biotechnologies Corporation
COM
$20.66M
0.13%
-33.3%
43
ALKSAlkermes plc
SHS
$17.95M
0.11%
+56.9%
44
QUREuniQure N.V.
SHS
$16.94M
0.10%
-31.0%
45
BMRNBioMarin Pharmaceutical Inc.
NOTE 0.599% 8/1/2024
$15.58M
0.10%
-
46
XNCRXencor, Inc.
COM
$12.79M
0.08%
-
47
URGNUroGen Pharma Ltd.
COM
$12.01M
0.07%
-19.1%
48
PTGXProtagonist Therapeutics, Inc.
COM
$11.86M
0.07%
+43.0%
49
ADAPAdaptimmune Therapeutics plc
SPONSORED ADR
$10.04M
0.06%
+0.0%
50
THCHAimmune Therapeutics, Inc.
COM
$9.72M
0.06%
-
Showing 1-50 of 110

Position Changes

StockValueShares
ALECAlector, Inc.
$6.76M280,000
THCHHorizon Therapeutics Public Ltd Co
$5.92M200,000
THCHArTara Therapeutics, Inc.
$4.59M199,671
PASGPassage Bio, Inc.
$4.33M275,000
IMNMImmunomedics, Inc.
$4.18M310,000
THCHKaruna Therapeutics, Inc.
$3.02M41,976
APLTApplied Therapeutics, Inc.
$2.15M65,934
DNLIDenali Therapeutics Inc.
$1.84M104,900
ARYA Sciences Acquisition Corp.
$1.53M150,000
Dicerna Pharmaceuticals, Inc.
$1.50M81,935
Bellicum Pharmaceuticals, Inc.
$1.17M249,123
GNFTYGenfit SA
$395.00K26,696