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BAKER BROS. ADVISORS LP

NEW YORK, NY · CIK 0001263508

Portfolio Value: $26.54B
Positions: 126
Period: 2020-12-31
Filed: 2021-02-16
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

$26.54B

Positions

126

New

11

Increased

20

Decreased

60

Sold Out

213

BAKER BROS. ADVISORS LP Q4 2020 13F Filing Summary

BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $26.54B across 126 positions in their Q4 2020 SEC 13F filing (period ending 2020-12-31). Top holdings include SE ($8.28B), ONC ($3.02B), INCY ($2.78B). The top 10 positions account for 84.2% of the portfolio. This quarter saw 11 new positions, 20 increases, 60 reductions, 213 complete exits. Notable new buys: ABCL ($420.51M), ALGS ($44.52M), THCH ($37.11M). Notable exits: NBIX, MyoKardia, Inc., EXAS.

All Holdings

#StockValue↓WeightChange
1
SESeagen Inc.
COM
$8.28B
31.19%
-
2
ONCBeiGene, Ltd.
SPONSORED ADR
$3.02B
11.36%
-12.3%
3
INCYIncyte Corporation
COM
$2.78B
10.49%
+0.0%
4
ACADACADIA Pharmaceuticals Inc.
COM
$2.24B
8.44%
-
5
KODKodiak Sciences Inc.
COM
$2.04B
7.68%
+12.4%
6
Alexion Pharmaceuticals, Inc.
COM
$1.37B
5.16%
-
7
PRLDPrelude Therapeutics Incorporated
COM
$723.99M
2.73%
-
8
BMRNBioMarin Pharmaceutical Inc.
COM
$665.50M
2.51%
-
9
Invitae Corporation
COM
$654.29M
2.46%
+32.0%
10
ASNDAscendis Pharma A/S
SPONSORED ADR
$590.45M
2.22%
-
11
ABCLAbCellera Biologics Inc.
COM
$420.51M
1.58%
New
12
ATIMirati Therapeutics, Inc.
COM
$309.64M
1.17%
-
13
ARGXargenx SE
SPONSORED ADR
$299.84M
1.13%
-
14
IGMSIGM Biosciences, Inc.
COM
$277.66M
1.05%
+0.0%
15
MDGLMadrigal Pharmaceuticals, Inc.
COM
$166.67M
0.63%
-
16
AMRNAmarin Corporation plc
SPONSORED ADR
$136.88M
0.52%
-12.6%
17
HRTXHeron Therapeutics, Inc.
COM
$126.88M
0.48%
-
18
KYMRKymera Therapeutics, Inc.
COM
$121.47M
0.46%
-
19
ALLKAllakos Inc.
COM
$100.00M
0.38%
+2.3%
20
CERSCerus Corporation
COM
$94.89M
0.36%
-
21
BCRXBioCryst Pharmaceuticals, Inc.
COM
$94.58M
0.36%
-
22
PACBPacific Biosciences of California, Inc.
COM
$83.06M
0.31%
-1.5%
23
ZYMEZymeworks Inc.
COM
$80.74M
0.30%
-
24
INSMInsmed Incorporated
COM PAR $.01
$71.77M
0.27%
-5.1%
25
THCHForma Therapeutics Holdings, Inc.
SHS
$70.67M
0.27%
+14.3%
26
RYTMRhythm Pharmaceuticals, Inc.
COM
$68.82M
0.26%
-6.3%
27
NBIXNeurocrine Biosciences, Inc.
COM
$64.89M
0.24%
-
28
AXSMAxsome Therapeutics, Inc.
COM
$63.45M
0.24%
-18.9%
29
RAREUltragenyx Pharmaceutical Inc.
COM
$61.52M
0.23%
+0.0%
30
NRIXNurix Therapeutics, Inc.
COM
$58.82M
0.22%
-
31
Atreca, Inc.
CL A COM
$57.05M
0.21%
-
32
THCHNeoleukin Therapeutics, Inc.
COM
$53.89M
0.20%
-
33
ADAPAdaptimmune Therapeutics plc
SPONSORED ADR
$52.99M
0.20%
+55.3%
34
APLSApellis Pharmaceuticals, Inc.
COM
$51.28M
0.19%
-
35
KNSAKiniksa Pharmaceuticals, Ltd.
COM CL A
$49.47M
0.19%
-
36
ADCTADC Therapeutics SA
SHS
$45.39M
0.17%
-16.0%
37
ALGSAligos Therapeutics, Inc.
COM
$44.52M
0.17%
New
38
THCHHorizon Therapeutics Public Ltd Co
SHS
$43.83M
0.17%
-10.1%
39
KRYSKrystal Biotech, Inc.
COM
$41.93M
0.16%
-9.8%
40
ChemoCentryx, Inc.
COM
$40.66M
0.15%
-27.0%
41
THCHGlobal Blood Therapeutics, Inc.
COM
$39.86M
0.15%
-
42
DBV Technologies S.A.
SPONSORED ADR
$38.29M
0.14%
-
43
THCHOpthea Limited
SPONSORED ADS
$37.11M
0.14%
New
44
MRUSMerus N.V.
COM
$35.72M
0.13%
-
45
ALKSAlkermes plc
SHS
$30.63M
0.12%
+13.0%
46
THCHFrequency Therapeutics, Inc.
COM
$30.20M
0.11%
-9.8%
47
PTGXProtagonist Therapeutics, Inc.
COM
$28.95M
0.11%
-10.0%
48
BCABBioAtla, Inc.
COM
$28.06M
0.11%
New
49
Reata Pharmaceuticals, Inc.
CL A
$27.69M
0.10%
+321.1%
50
ATHAAthira Pharma, Inc.
COM
$27.62M
0.10%
-8.6%
Showing 1-50 of 126

Position Changes

StockValueShares
ABCLAbCellera Biologics Inc.
$420.51M10,450,180
ALGSAligos Therapeutics, Inc.
$44.52M1,610,000
THCHOpthea Limited
$37.11M3,308,705
BCABBioAtla, Inc.
$28.06M825,000
VSTMVerastem, Inc.
$21.61M10,144,039
MREOMereo BioPharma Group plc
$21.59M6,030,293
THCHChinook Therapeutics, Inc.
$11.87M748,693
THCHSilverback Therapeutics, Inc.
$11.03M238,095
GOSSGossamer Bio, Inc.
$4.65M480,729
THCHLogicBio Therapeutics, Inc.
$3.44M451,478
Sunesis Pharmaceuticals, Inc.
$106.00K53,066