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BAKER BROS. ADVISORS LP

NEW YORK, NY · CIK 0001263508

Portfolio Value: $25.03B
Positions: 120
Period: 2020-09-30
Filed: 2020-11-16
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

$25.03B

Positions

120

New

14

Increased

16

Decreased

63

Sold Out

208

BAKER BROS. ADVISORS LP Q3 2020 13F Filing Summary

BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $25.03B across 120 positions in their Q3 2020 SEC 13F filing (period ending 2020-09-30). Top holdings include SE ($9.25B), ONC ($3.81B), INCY ($2.87B). The top 10 positions account for 85.7% of the portfolio. This quarter saw 14 new positions, 16 increases, 63 reductions, 208 complete exits. Notable new buys: SE ($9.25B), PRLD ($304.88M), KYMR ($63.30M). Notable exits: SE, MTNB, ABEO.

All Holdings

#StockValue↓WeightChange
1
SESeagen Inc.
COM
$9.25B
36.96%
New
2
ONCBeiGene, Ltd.
SPONSORED ADR
$3.81B
15.22%
+12.9%
3
INCYIncyte Corporation
COM
$2.87B
11.47%
+0.0%
4
ACADACADIA Pharmaceuticals Inc.
COM
$1.73B
6.91%
-
5
Alexion Pharmaceuticals, Inc.
COM
$1.00B
4.01%
-
6
KODKodiak Sciences Inc.
COM
$731.37M
2.92%
+6.7%
7
BMRNBioMarin Pharmaceutical Inc.
COM
$577.39M
2.31%
-
8
ASNDAscendis Pharma A/S
SPONSORED ADR
$546.33M
2.18%
+4.4%
9
Invitae Corporation
COM
$513.74M
2.05%
-
10
MyoKardia, Inc.
COM
$410.26M
1.64%
-4.9%
11
PRLDPrelude Therapeutics Incorporated
COM
$304.88M
1.22%
New
12
ARGXargenx SE
SPONSORED ADR
$267.65M
1.07%
-
13
ATIMirati Therapeutics, Inc.
COM
$234.09M
0.94%
-
14
IGMSIGM Biosciences, Inc.
COM
$232.09M
0.93%
+0.0%
15
EXASExact Sciences Corporation
COM
$188.21M
0.75%
-
16
MDGLMadrigal Pharmaceuticals, Inc.
COM
$178.00M
0.71%
+0.0%
17
AMRNAmarin Corporation plc
SPONSORED ADR
$134.80M
0.54%
-7.2%
18
HRTXHeron Therapeutics, Inc.
COM
$88.84M
0.35%
-0.4%
19
THCHForma Therapeutics Holdings, Inc.
SHS
$88.29M
0.35%
-11.4%
20
CERSCerus Corporation
COM
$85.84M
0.34%
-
21
ZYMEZymeworks Inc.
COM
$79.58M
0.32%
-
22
INSMInsmed Incorporated
COM PAR $.01
$73.05M
0.29%
-24.9%
23
AXSMAxsome Therapeutics, Inc.
COM
$68.38M
0.27%
-5.0%
24
NBIXNeurocrine Biosciences, Inc.
COM
$65.10M
0.26%
-25.4%
25
KYMRKymera Therapeutics, Inc.
COM
$63.30M
0.25%
New
26
NRIXNurix Therapeutics, Inc.
COM
$62.45M
0.25%
New
27
ALLKAllakos Inc.
COM
$56.89M
0.23%
-5.0%
28
ADCTADC Therapeutics SA
SHS
$55.67M
0.22%
-
29
RYTMRhythm Pharmaceuticals, Inc.
COM
$53.55M
0.21%
-8.5%
30
THCHHorizon Therapeutics Public Ltd Co
SHS
$51.77M
0.21%
+233.3%
31
THCHGlobal Blood Therapeutics, Inc.
COM
$50.75M
0.20%
+1858.2%
32
ADAPAdaptimmune Therapeutics plc
SPONSORED ADR
$50.52M
0.20%
-5.2%
33
Atreca, Inc.
CL A COM
$49.35M
0.20%
-
34
ChemoCentryx, Inc.
COM
$49.31M
0.20%
-4.8%
35
THCHNeoleukin Therapeutics, Inc.
COM
$45.86M
0.18%
+12.5%
36
BCRXBioCryst Pharmaceuticals, Inc.
COM
$43.61M
0.17%
-7.8%
37
KNSAKiniksa Pharmaceuticals, Ltd.
COM CL A
$42.89M
0.17%
-
38
NBIXNeurocrine Biosciences, Inc.
NOTE 2.25% 5/15/2024
$42.34M
0.17%
-
39
KRYSKrystal Biotech, Inc.
COM
$33.37M
0.13%
-5.2%
40
PACBPacific Biosciences of California, Inc.
COM
$32.08M
0.13%
New
41
PTGXProtagonist Therapeutics, Inc.
COM
$31.21M
0.12%
-16.5%
42
THCHAeglea BioTherapeutics, Inc.
COM
$31.05M
0.12%
-
43
ALTAltimmune, Inc.
COM
$29.13M
0.12%
+4.7%
44
APLSApellis Pharmaceuticals, Inc.
COM
$27.05M
0.11%
-
45
ASMBAssembly Biosciences, Inc.
COM
$25.34M
0.10%
-0.0%
46
DBV Technologies S.A.
SPONSORED ADR
$25.28M
0.10%
-
47
MRUSMerus N.V.
COM
$24.45M
0.10%
-
48
AUPHAurinia Pharmaceuticals Inc.
COM
$23.83M
0.10%
-4.9%
49
THCHCymabay Therapeutics, Inc.
COM
$23.55M
0.09%
+113.6%
50
ALKSAlkermes plc
SHS
$22.52M
0.09%
+9.2%
Showing 1-50 of 120

Position Changes

StockValueShares
SESeagen Inc.
$9.25B47,269,424
PRLDPrelude Therapeutics Incorporated
$304.88M10,118,636
KYMRKymera Therapeutics, Inc.
$63.30M1,959,211
NRIXNurix Therapeutics, Inc.
$62.45M1,788,921
PACBPacific Biosciences of California, Inc.
$32.08M3,250,000
ATIInvitae Corporation
$16.91M10,300,000
ATHAAthira Pharma, Inc.
$16.29M882,352
HRMYHarmony Biosciences Holdings, Inc.
$13.56M400,000
IMTXImmatics N.V.
$10.63M1,001,414
ITOSIteos Therapeutics, Inc.
$4.13M167,562
AKROAkero Therapeutics, Inc.
$4.06M131,788
INZYInozyme Pharma, Inc.
$3.12M118,500
THCHTCR2 Therapeutics Inc.
$2.49M122,532
TRONGenetron Holdings Limited
$1.19M100,000