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BAKER BROS. ADVISORS LP

NEW YORK, NY · CIK 0001263508

Portfolio Value: $9.04B
Positions: 89
Period: 2025-03-31
Filed: 2025-05-15
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

$9.04B

Positions

89

New

4

Increased

11

Decreased

16

Sold Out

377

BAKER BROS. ADVISORS LP Q1 2025 13F Filing Summary

BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $9.04B across 89 positions in their Q1 2025 SEC 13F filing (period ending 2025-03-31). Top holdings include ONC ($2.39B), INCY ($1.86B), ACAD ($712.20M). The top 10 positions account for 81.8% of the portfolio. This quarter saw 4 new positions, 11 increases, 16 reductions, 377 complete exits. Notable new buys: VRNA ($14.21M), RGLS ($4.71M), SION ($4.18M). Notable exits: IONS, BMEA, MRSN.

All Holdings

#StockValue↓WeightChange
1
ONCBeiGene, Ltd.
SPONSORED ADR
$2.39B
26.50%
-7.7%
2
INCYIncyte Corporation
COM
$1.86B
20.60%
+0.0%
3
ACADACADIA Pharmaceuticals Inc.
COM
$712.20M
7.88%
-
4
MDGLMadrigal Pharmaceuticals, Inc.
COM
$654.04M
7.24%
-
5
SMMTSummit Therapeutics Inc.
COM
$471.16M
5.21%
-
6
INSMInsmed Incorporated
COM PAR $.01
$410.49M
4.54%
+7.5%
7
RYTMRhythm Pharmaceuticals, Inc.
COM
$296.87M
3.29%
-7.9%
8
RVMDRevolution Medicines, Inc.
COM
$280.65M
3.11%
-
9
KYMRKymera Therapeutics, Inc.
COM
$164.11M
1.82%
-
10
ALKSAlkermes plc
SHS
$148.04M
1.64%
+7.2%
11
EWTXEdgewise Therapeutics, Inc.
COM
$135.43M
1.50%
-
12
REPLReplimune Group, Inc.
COM
$107.69M
1.19%
-
13
INSMInsmed Incorporated
Note 0.75% 6/1/2028
$101.59M
1.12%
-
14
IMVTImmunovant, Inc.
COM
$93.28M
1.03%
+219.6%
15
BCYCBicycle Therapeutics plc
SPONSORED ADS
$92.42M
1.02%
-
16
IMCRImmunocore Holdings plc
ADS
$68.91M
0.76%
+53.3%
17
KNSAKiniksa Pharmaceuticals International, plc
ORD SHS CL A
$62.59M
0.69%
-
18
ABCLAbCellera Biologics Inc.
COM
$61.38M
0.68%
-
19
RAREUltragenyx Pharmaceutical Inc.
COM
$57.07M
0.63%
-
20
DNLIDenali Therapeutics Inc.
COM
$50.73M
0.56%
-
21
KODKodiak Sciences Inc.
COM
$48.56M
0.54%
-
22
NRIXNurix Therapeutics, Inc.
COM
$46.12M
0.51%
-
23
ARGXargenx SE
SPONSORED ADR
$46.02M
0.51%
-30.5%
24
TRDAEntrada Therapeutics, Inc.
COM
$43.99M
0.49%
-
25
CELCCelcuity Inc.
COM
$43.05M
0.48%
+59.0%
26
GRALGRAIL, Inc.
COM
$41.63M
0.46%
-
27
ROIVRoivant Sciences Ltd.
SHS
$38.02M
0.42%
-
28
IMTXImmatics N.V.
SHS
$32.81M
0.36%
-
29
STOKStoke Therapeutics, Inc.
COM
$30.82M
0.34%
-
30
CERSCerus Corporation
COM
$26.90M
0.30%
-0.6%
31
PCVXVaxcyte, Inc.
COM
$24.20M
0.27%
+1211.0%
32
GLUEMonte Rosa Therapeutics, Inc.
COM
$22.81M
0.25%
-
33
CRSPCRISPR Therapeutics AG
NAMEN AKT
$22.26M
0.25%
-50.0%
34
AKROAkero Therapeutics, Inc.
COM
$22.21M
0.25%
-50.0%
35
SERASera Prognostics, Inc.
CLASS A COM
$20.23M
0.22%
+1.2%
36
CNTACentessa Pharmaceuticals plc
SPONSORED ADS
$17.65M
0.20%
-
37
NGNENeurogene Inc.
COM
$17.40M
0.19%
+120.4%
38
IDYAIDEAYA Biosciences, Inc.
COM
$17.40M
0.19%
-
39
VRNAVerona Pharma plc
SPONSORED ADS
$14.21M
0.16%
New
40
CADLCandel Therapeutics, Inc.
COM
$13.77M
0.15%
-18.3%
41
PRAXPraxis Precision Medicines, Inc.
COM
$12.56M
0.14%
-
42
TSVT2seventy bio, Inc.
COMMON STOCK
$12.34M
0.14%
-
43
XENEXenon Pharmaceuticals Inc.
COM
$11.66M
0.13%
-65.0%
44
BCAXBicara Therapeutics Inc.
COM
$10.86M
0.12%
-
45
IONSIonis Pharmaceuticals, Inc.
COM
$10.80M
0.12%
-
46
DBVTDBV Technologies S.A.
SPONSORED ADS
$9.97M
0.11%
-
47
ALMSAlumis Inc.
COM
$9.59M
0.11%
-
48
MRUSMerus N.V.
COM
$9.41M
0.10%
-50.3%
49
PRLDPrelude Therapeutics Inc.
COM
$7.78M
0.09%
-
50
VERVVerve Therapeutics, Inc.
COM
$7.73M
0.09%
-
Showing 1-50 of 89

Position Changes

StockValueShares
VRNAVerona Pharma plc
$14.21M223,843
RGLSRegulus Therapeutics Inc.
$4.71M2,694,044
SIONSionna Therapeutics, Inc.
$4.18M400,000
TECXTectonic Therapeutic, Inc.
$1.77M100,000