BAKER BROS. ADVISORS LP Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$16.2B

Holdings

110

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (110 positions)

#	Stock	Shares	Value	% Portfolio
1	SGENEURSeattle Genetics, Inc.	50,060,240	$5.8B	35.57%
2	INCYIncyte Corporation	31,978,785	$2.3B	14.42%
3	ACADACADIA Pharmaceuticals Inc.	41,904,586	$1.8B	10.90%
4	ONCBeiGene, Ltd.	11,777,285	$1.4B	8.93%
5	ALXNAlexion Pharmaceuticals, Inc.	8,760,794	$786.6M	4.84%
6	BMRNBioMarin Pharmaceutical Inc.	7,589,294	$641.3M	3.95%
7	KODKodiak Sciences Inc.	11,574,538	$552.1M	3.40%
8	ASNDAscendis Pharma A/S	3,390,270	$381.8M	2.35%
9	1K0IGM Biosciences, Inc.	3,144,000	$176.5M	1.09%
10	AMRNAmarin Corporation plc	34,496,685	$138.0M	0.85%
11	ARGXargenx SE	1,019,557	$134.3M	0.83%
12	NVTA1EURInvitae Corporation	9,100,615	$124.4M	0.77%
13	—Principia Biopharma Inc.	1,955,413	$116.1M	0.72%
14	MRTXEURMirati Therapeutics, Inc.	1,409,784	$108.4M	0.67%
15	NBIXNeurocrine Biosciences, Inc.	1,240,243	$107.3M	0.66%
16	EXASExact Sciences Corporation	1,846,139	$107.1M	0.66%
17	—Ra Pharmaceuticals, Inc.	2,093,839	$100.5M	0.62%
18	MDGLMadrigal Pharmaceuticals, Inc.	1,499,212	$100.1M	0.62%
19	—MyoKardia, Inc.	1,774,234	$83.2M	0.51%
20	HRTXHeron Therapeutics, Inc.	6,018,104	$70.7M	0.44%
21	CERSCerus Corporation	13,713,195	$63.8M	0.39%
22	—Zymeworks Inc.	1,708,472	$60.6M	0.37%
23	1T7Tricida, Inc.	2,666,015	$58.7M	0.36%
24	BCELAtreca, Inc.	3,532,760	$58.5M	0.36%
25	—DBV Technologies S.A.	14,614,264	$57.3M	0.35%
26	AXSMAxsome Therapeutics, Inc.	889,757	$52.3M	0.32%
27	IM8NInsmed Incorporated	3,025,384	$48.5M	0.30%
28	KNSAKiniksa Pharmaceuticals, Ltd.	2,799,577	$43.3M	0.27%
29	RYTMRhythm Pharmaceuticals, Inc.	2,708,200	$41.2M	0.25%
30	KRYSKrystal Biotech, Inc.	946,471	$40.9M	0.25%
31	NBIX 2.25 05/15/24Neurocrine Biosciences, Inc.	30,770,000	$39.3M	0.24%
32	—Neoleukin Therapeutics, Inc.	3,397,740	$38.7M	0.24%
33	CCXIEURChemoCentryx, Inc.	859,015	$34.5M	0.21%
34	ALLKGUSDAllakos Inc.	735,469	$32.7M	0.20%
35	—GW Pharmaceuticals plc	370,845	$32.5M	0.20%
36	AUPHAurinia Pharmaceuticals Inc.	1,701,929	$24.7M	0.15%
37	MRUSMerus N.V.	2,037,469	$24.7M	0.15%
38	APLSApellis Pharmaceuticals, Inc.	896,551	$24.0M	0.15%
39	ASMBAssembly Biosciences, Inc.	1,541,618	$22.9M	0.14%
40	BCRXBioCryst Pharmaceuticals, Inc.	10,946,166	$21.9M	0.13%
41	—Frequency Therapeutics, Inc.	1,180,162	$21.0M	0.13%
42	ADPTAdaptive Biotechnologies Corporation	743,734	$20.7M	0.13%
43	ALKSAlkermes plc	1,244,744	$17.9M	0.11%
44	QUREuniQure N.V.	357,083	$16.9M	0.10%
45	BMRN 0.599 08/01/24BioMarin Pharmaceutical Inc.	15,000,000	$15.6M	0.10%
46	XNCRXencor, Inc.	428,120	$12.8M	0.08%
47	URGNUroGen Pharma Ltd.	672,912	$12.0M	0.07%
48	PTGXProtagonist Therapeutics, Inc.	1,679,164	$11.9M	0.07%
49	ADAPYAdaptimmune Therapeutics plc	3,690,307	$10.0M	0.06%
50	—Aimmune Therapeutics, Inc.	673,908	$9.7M	0.06%
51	—Urovant Sciences Ltd.	1,000,000	$9.2M	0.06%
52	MIRMMirum Pharmaceuticals, Inc.	583,333	$8.2M	0.05%
53	RETAEURReata Pharmaceuticals, Inc.	55,983	$8.1M	0.05%
54	AGLEUSDAeglea BioTherapeutics, Inc.	1,713,604	$8.0M	0.05%
55	IFRXInflarx N.V.	1,778,415	$6.8M	0.04%
56	ALECAlector, Inc.	280,000	$6.8M	0.04%
57	GBYSangamo Therapeutics, Inc.	999,823	$6.4M	0.04%
58	—BioDelivery Sciences International, Inc.	1,638,334	$6.2M	0.04%
59	FLGTFulgent Genetics, Inc.	569,444	$6.1M	0.04%
60	—Idera Pharmaceuticals, Inc.	4,608,786	$6.1M	0.04%
61	BDQMAlbireo Pharma, Inc.	369,047	$6.0M	0.04%
62	HZNPHorizon Therapeutics Public Ltd Co	200,000	$5.9M	0.04%
63	HOOKGBPHOOKIPA Pharma Inc.	700,481	$5.8M	0.04%
64	OPHTEURIVERIC bio, Inc.	1,635,501	$5.6M	0.03%
65	CABACabaletta Bio, Inc.	636,363	$4.6M	0.03%
66	—ArTara Therapeutics, Inc.	199,671	$4.6M	0.03%
67	—Millendo Therapeutics, Inc.	833,333	$4.4M	0.03%
68	PASGPassage Bio, Inc.	275,000	$4.3M	0.03%
69	—Constellation Pharmaceuticals, Inc.	133,333	$4.2M	0.03%
70	—Immunomedics, Inc.	310,000	$4.2M	0.03%
71	NERVGBPMinerva Neurosciences, Inc.	688,531	$4.1M	0.03%
72	—Syros Pharmaceuticals, Inc.	690,167	$4.1M	0.03%
73	CPRXCatalyst Pharmaceuticals, Inc.	1,060,714	$4.1M	0.03%
74	—Abeona Therapeutics Inc.	1,590,686	$3.3M	0.02%
75	ANABAnaptysBio, Inc.	234,592	$3.3M	0.02%
76	—Evofem Biosciences, Inc.	621,297	$3.3M	0.02%
77	—Molecular Templates, Inc.	237,917	$3.2M	0.02%
78	NGMUSDNGM Biopharmaceuticals, Inc.	250,000	$3.1M	0.02%
79	ORTXUSDOrchard Therapeutics plc	405,702	$3.1M	0.02%
80	KRTXKaruna Therapeutics, Inc.	41,976	$3.0M	0.02%
81	VSAREURAravive, Inc.	486,333	$2.8M	0.02%
82	TPIVDEURMarker Therapeutics, Inc.	1,470,198	$2.8M	0.02%
83	CRNXCrinetics Pharmaceuticals, Inc.	175,000	$2.6M	0.02%
84	GLPGGalapagos NV	13,072	$2.6M	0.02%
85	XLRNAcceleron Pharma Inc.	27,000	$2.4M	0.01%
86	GBTUSDGlobal Blood Therapeutics, Inc.	47,000	$2.4M	0.01%
87	—Harpoon Therapeutics, Inc.	204,467	$2.4M	0.01%
88	MTNBEURMatinas BioPharma Holdings, Inc.	3,754,221	$2.3M	0.01%
89	APLTApplied Therapeutics, Inc.	65,934	$2.2M	0.01%
90	VKTXViking Therapeutics, Inc.	425,000	$2.0M	0.01%
91	—bluebird bio, Inc.	40,000	$1.8M	0.01%
92	DNLIDenali Therapeutics Inc.	104,900	$1.8M	0.01%
93	RCUSArcus Biosciences, Inc.	121,534	$1.7M	0.01%
94	—Menlo Therapeutics Inc.	625,345	$1.7M	0.01%
95	NTLAIntellia Therapeutics, Inc.	128,538	$1.6M	0.01%
96	LPTXEURLeap Therapeutics, Inc.	978,454	$1.5M	0.01%
97	—ARYA Sciences Acquisition Corp.	150,000	$1.5M	0.01%
98	—Dicerna Pharmaceuticals, Inc.	81,935	$1.5M	0.01%
99	—Bellicum Pharmaceuticals, Inc.	249,123	$1.2M	0.01%
100	GTHXEURG1 Therapeutics, Inc.	88,026	$970K	0.01%

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