BAKER BROS. ADVISORS LP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$8.0T
Holdings
87
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (87 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | INCYIncyte Corporation | 36,179,665 | $2.1T | 25.86% | |
| 2 | ONCBeiGene, Ltd. | 10,568,897 | $1.7T | 20.73% | |
| 3 | ACADACADIA Pharmaceuticals Inc. | 42,864,612 | $792.6B | 9.94% | |
| 4 | MDGLMadrigal Pharmaceuticals, Inc. | 1,969,798 | $526.0B | 6.60% | |
| 5 | RYTMRhythm Pharmaceuticals, Inc. | 6,398,365 | $277.2B | 3.48% | |
| 6 | RVMDRevolution Medicines, Inc. | 7,549,249 | $243.3B | 3.05% | |
| 7 | KYMRKymera Therapeutics, Inc. | 5,995,928 | $241.0B | 3.02% | |
| 8 | ABCLAbCellera Biologics Inc. | 27,525,640 | $124.7B | 1.56% | |
| 9 | BCYCBicycle Therapeutics plc | 4,942,823 | $123.1B | 1.54% | |
| 10 | EWTXEdgewise Therapeutics, Inc. | 5,840,059 | $106.5B | 1.34% | |
| 11 | IMCRImmunocore Holdings plc | 1,515,318 | $98.5B | 1.24% | |
| 12 | KODKodiak Sciences Inc. | 17,310,490 | $91.1B | 1.14% | |
| 13 | ROIVRoivant Sciences Ltd. | 7,413,834 | $78.1B | 0.98% | |
| 14 | REPLReplimune Group, Inc. | 9,545,336 | $78.0B | 0.98% | |
| 15 | DNLIDenali Therapeutics Inc. | 3,731,695 | $76.6B | 0.96% | |
| 16 | TRDAEntrada Therapeutics, Inc. | 4,865,819 | $68.9B | 0.86% | |
| 17 | AKROAkero Therapeutics, Inc. | 2,713,205 | $68.5B | 0.86% | |
| 18 | RAREUltragenyx Pharmaceutical Inc. | 1,466,547 | $68.5B | 0.86% | |
| 19 | IMTXImmatics N.V. | 6,443,398 | $67.7B | 0.85% | |
| 20 | CERE1EURCerevel Therapeutics Holdings, Inc. | 1,600,000 | $67.6B | 0.85% | |
| 21 | ARGXargenx SE | 151,215 | $59.5B | 0.75% | |
| 22 | NRIXNurix Therapeutics, Inc. | 3,882,125 | $57.1B | 0.72% | |
| 23 | KNSAKiniksa Pharmaceuticals, Ltd. | 2,809,577 | $55.4B | 0.70% | |
| 24 | BCRXBioCryst Pharmaceuticals, Inc. | 10,126,176 | $51.4B | 0.65% | |
| 25 | AVTEAerovate Therapeutics, Inc. | 1,680,517 | $49.7B | 0.62% | |
| 26 | SERASera Prognostics, Inc. | 5,434,399 | $49.5B | 0.62% | |
| 27 | PRLDPrelude Therapeutics Inc. | 10,123,824 | $48.0B | 0.60% | |
| 28 | IDYAIDEAYA Biosciences, Inc. | 1,062,123 | $46.6B | 0.58% | |
| 29 | STOKStoke Therapeutics, Inc. | 3,368,443 | $45.5B | 0.57% | |
| 30 | XENEXenon Pharmaceuticals Inc. | 993,679 | $42.8B | 0.54% | |
| 31 | 1K0IGM Biosciences, Inc. | 4,088,322 | $39.5B | 0.49% | |
| 32 | CERSCerus Corporation | 19,477,339 | $36.8B | 0.46% | |
| 33 | GLUEMonte Rosa Therapeutics, Inc. | 4,916,095 | $34.7B | 0.43% | |
| 34 | CELCCelcuity Inc. | 1,552,478 | $33.5B | 0.42% | |
| 35 | BMEABiomea Fusion, Inc. | 2,108,949 | $31.5B | 0.40% | |
| 36 | KRYSKrystal Biotech, Inc. | 169,934 | $30.2B | 0.38% | |
| 37 | SANASana Biotechnology, Inc. | 2,380,949 | $23.8B | 0.30% | |
| 38 | NGNENeurogene Inc. | 456,015 | $23.2B | 0.29% | |
| 39 | VERVVerve Therapeutics, Inc. | 1,691,530 | $22.5B | 0.28% | |
| 40 | TCRXTScan Therapeutics, Inc. | 2,784,792 | $22.1B | 0.28% | |
| 41 | ADAPYAdaptimmune Therapeutics plc | 10,787,022 | $17.0B | 0.21% | |
| 42 | IMVTImmunovant, Inc. | 425,009 | $13.7B | 0.17% | |
| 43 | TSVT*2seventy bio, Inc. | 2,497,526 | $13.4B | 0.17% | |
| 44 | FATEFate Therapeutics, Inc. | 1,818,181 | $13.3B | 0.17% | |
| 45 | XNCRXencor, Inc. | 545,431 | $12.1B | 0.15% | |
| 46 | TSHATaysha Gene Therapies, Inc. | 4,004,756 | $11.5B | 0.14% | |
| 47 | —DBV Technologies S.A. | 14,614,264 | $10.9B | 0.14% | |
| 48 | TCE2Celldex Therapeutics, Inc. | 247,644 | $10.4B | 0.13% | |
| 49 | RLAYRelay Therapeutics, Inc. | 1,160,117 | $9.6B | 0.12% | |
| 50 | IM8NInsmed Incorporated | 343,000 | $9.3B | 0.12% | |
| 51 | OPTEYOpthea Limited | 2,177,826 | $8.9B | 0.11% | |
| 52 | NMRANeumora Therapeutics, Inc. | 633,851 | $8.7B | 0.11% | |
| 53 | —Athira Pharma, Inc. | 3,153,807 | $8.6B | 0.11% | |
| 54 | DYNDyne Therapeutics, Inc. | 285,000 | $8.1B | 0.10% | |
| 55 | PRAXPraxis Precision Medicines, Inc. | 131,533 | $8.0B | 0.10% | |
| 56 | SG7Sage Therapeutics, Inc. | 407,217 | $7.6B | 0.10% | |
| 57 | SGMTSagimet Biosciences Inc. | 1,381,898 | $7.5B | 0.09% | |
| 58 | PRMEPrime Medicine, Inc. | 1,028,466 | $7.2B | 0.09% | |
| 59 | DSGNDesign Therapeutics, Inc. | 1,662,120 | $6.7B | 0.08% | |
| 60 | TNGXTango Therapeutics, Inc. | 750,000 | $6.0B | 0.07% | |
| 61 | HOOKGBPHOOKIPA Pharma Inc. | 8,128,151 | $5.8B | 0.07% | |
| 62 | —Mersana Therapeutics, Inc. | 1,086,115 | $4.9B | 0.06% | |
| 63 | MIRMMirum Pharmaceuticals, Inc. | 190,476 | $4.8B | 0.06% | |
| 64 | TLISTalis Biomedical Corporation | 508,323 | $4.4B | 0.06% | |
| 65 | PCVXVaxcyte, Inc. | 48,885 | $3.3B | 0.04% | |
| 66 | IPSCCentury Therapeutics, Inc. | 797,460 | $3.3B | 0.04% | |
| 67 | NVLSEURAlpine Immune Sciences, Inc. | 81,578 | $3.2B | 0.04% | |
| 68 | FDMT4D Molecular Therapeutics, Inc. | 100,000 | $3.2B | 0.04% | |
| 69 | CYPHLeap Therapeutics, Inc. | 1,172,175 | $3.1B | 0.04% | |
| 70 | CMPXCompass Therapeutics, Inc. | 1,557,630 | $3.1B | 0.04% | |
| 71 | VTVTvTv Therapeutics, Inc. | 97,314 | $2.3B | 0.03% | |
| 72 | NAMSNewAmsterdam Pharma Company N.V. | 96,827 | $2.3B | 0.03% | |
| 73 | KALAKALA BIO, Inc. | 266,613 | $2.1B | 0.03% | |
| 74 | ALGSAligos Therapeutics, Inc. | 2,076,400 | $2.0B | 0.03% | |
| 75 | ELVNEnliven Therapeutics, Inc. | 114,833 | $2.0B | 0.03% | |
| 76 | GBIOGBXGeneration Bio Co. | 371,219 | $1.5B | 0.02% | |
| 77 | 698Achilles Therapeutics plc | 1,208,775 | $1.5B | 0.02% | |
| 78 | —Mural Oncology plc | 222,503 | $1.1B | 0.01% | |
| 79 | PFEPfizer Inc. | 35,000 | $971.0M | 0.01% | |
| 80 | TARAProtara Therapeutics, Inc. | 199,671 | $800.0M | 0.01% | |
| 81 | PMVPPMV Pharmaceuticals, Inc. | 322,024 | $547.0M | 0.01% | |
| 82 | ACRVAcrivon Therapeutics, Inc. | 52,885 | $378.0M | 0.00% | |
| 83 | FHTXFoghorn Therapeutics Inc. | 45,027 | $302.0M | 0.00% | |
| 84 | CABACabaletta Bio, Inc. | 13,331 | $227.0M | 0.00% | |
| 85 | ISREURPerspective Therapeutics, Inc. | 149,787 | $178.0M | 0.00% | |
| 86 | TYRATyra Biosciences, Inc. | 10,607 | $173.0M | 0.00% | |
| 87 | SRZNWSurrozen, Inc. | 833,333 | $25.0M | 0.00% |