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BAKER BROS. ADVISORS LP

NEW YORK, NY · CIK 0001263508

Portfolio Value: $10.31B
Positions: 89
Period: 2025-06-30
Filed: 2025-08-14
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

$10.31B

Positions

89

New

7

Increased

28

Decreased

8

Sold Out

384

BAKER BROS. ADVISORS LP Q2 2025 13F Filing Summary

BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $10.31B across 89 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). Top holdings include ONC ($2.13B), INCY ($2.09B), ACAD ($925.28M). The top 10 positions account for 81.6% of the portfolio. This quarter saw 7 new positions, 28 increases, 8 reductions, 384 complete exits. Notable new buys: VRDN ($24.39M), DNTH ($14.71M), CDTX ($11.07M). Notable exits: INSM, RGLS, TSVT.

All Holdings

#StockValue↓WeightChange
1
ONCBeOne Medicines Ltd.
SPONSORED ADS
$2.13B
20.66%
-
2
INCYIncyte Corporation
COM
$2.09B
20.31%
+0.0%
3
ACADACADIA Pharmaceuticals Inc.
COM
$925.28M
8.98%
+0.0%
4
INSMInsmed Incorporated
COM PAR $.01
$776.23M
7.53%
+43.3%
5
SMMTSummit Therapeutics Inc.
COM
$717.62M
6.96%
+38.1%
6
MDGLMadrigal Pharmaceuticals, Inc.
COM
$598.02M
5.80%
+0.1%
7
RYTMRhythm Pharmaceuticals, Inc.
COM
$354.15M
3.44%
-
8
RVMDRevolution Medicines, Inc.
COM
$344.54M
3.34%
+18.0%
9
KYMRKymera Therapeutics, Inc.
COM
$290.27M
2.82%
+10.9%
10
ALKSAlkermes plc
SHS
$183.41M
1.78%
+43.0%
11
REPLReplimune Group, Inc.
COM
$102.61M
1.00%
-
12
RAREUltragenyx Pharmaceutical Inc.
COM
$100.82M
0.98%
+75.9%
13
EWTXEdgewise Therapeutics, Inc.
COM
$95.78M
0.93%
+18.7%
14
ABCLAbCellera Biologics Inc.
COM
$94.41M
0.92%
-
15
IMVTImmunovant, Inc.
COM
$87.33M
0.85%
-
16
GRALGRAIL, Inc.
COM
$83.82M
0.81%
-
17
KNSAKiniksa Pharmaceuticals International, plc
ORD SHS CL A
$78.16M
0.76%
+0.2%
18
BCYCBicycle Therapeutics plc
SPONSORED ADS
$75.65M
0.73%
-
19
IMCRImmunocore Holdings plc
ADS
$72.88M
0.71%
-
20
CELCCelcuity Inc.
COM
$72.76M
0.71%
+28.0%
21
KODKodiak Sciences Inc.
COM
$64.57M
0.63%
-
22
IMTXImmatics N.V.
SHS
$54.71M
0.53%
+39.8%
23
STOKStoke Therapeutics, Inc.
COM
$52.59M
0.51%
-
24
DNLIDenali Therapeutics Inc.
COM
$52.21M
0.51%
-
25
GPCRStructure Therapeutics Inc.
SPONSORED ADS
$52.03M
0.50%
+593.9%
26
IDYAIDEAYA Biosciences, Inc.
COM
$44.54M
0.43%
+99.5%
27
NRIXNurix Therapeutics, Inc.
COM
$44.22M
0.43%
-
28
ROIVRoivant Sciences Ltd.
SHS
$42.46M
0.41%
-
29
BNTXBioNTech SE
SPONSORED ADS
$39.28M
0.38%
+719.3%
30
TRDAEntrada Therapeutics, Inc.
COM
$32.70M
0.32%
-
31
MRUSMerus N.V.
COM
$30.21M
0.29%
+157.0%
32
PRAXPraxis Precision Medicines, Inc.
COM
$28.99M
0.28%
+108.0%
33
NTLAIntellia Therapeutics, Inc.
COM
$25.10M
0.24%
+315.4%
34
VRDNViridian Therapeutics, Inc.
COM
$24.39M
0.24%
New
35
GLUEMonte Rosa Therapeutics, Inc.
COM
$22.17M
0.22%
-
36
VRNAVerona Pharma plc
SPONSORED ADS
$21.17M
0.21%
-
37
PCVXVaxcyte, Inc.
COM
$20.84M
0.20%
-
38
ARGXargenx SE
SPONSORED ADR
$20.81M
0.20%
-51.4%
39
VERVVerve Therapeutics, Inc.
COM
$19.00M
0.18%
-
40
CERSCerus Corporation
COM
$18.17M
0.18%
-33.4%
41
IRONDisc Medicine, Inc.
COM
$17.85M
0.17%
+337.4%
42
AKROAkero Therapeutics, Inc.
COM
$17.32M
0.17%
-40.8%
43
BPMCBlueprint Medicines Corporation
COM
$16.09M
0.16%
+0.0%
44
SERASera Prognostics, Inc.
CLASS A COM
$15.23M
0.15%
-
45
ARWRArrowhead Pharmaceuticals, Inc.
COM
$14.84M
0.14%
+0.0%
46
NGNENeurogene Inc.
COM
$14.83M
0.14%
-33.3%
47
DNTHDianthus Therapeutics, Inc.
COM
$14.71M
0.14%
New
48
CLDXCelldex Therapeutics, Inc.
COM
$13.54M
0.13%
+168.7%
49
DBVTDBV Technologies S.A.
SPONSORED ADS
$13.39M
0.13%
-
50
XENEXenon Pharmaceuticals Inc.
COM
$11.59M
0.11%
+6.6%
Showing 1-50 of 89

Position Changes

StockValueShares
VRDNViridian Therapeutics, Inc.
$24.39M1,744,406
DNTHDianthus Therapeutics, Inc.
$14.71M789,759
CDTXCidara Therapeutics, Inc.
$11.07M227,272
ACLXArcellx, Inc.
$10.99M166,825
NUVLNuvalent, Inc.
$10.98M143,937
THCHSpyre Therapeutics, Inc.
$9.38M626,703
RAPPRapport Therapeutics, Inc.
$6.25M550,090