BAKER BROS. ADVISORS LP Q2 2019 Filing

Filed August 14, 2019

Portfolio Value

$14.7B

Holdings

103

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (103 positions)

#	Stock	Shares	Value	% Portfolio
1	SGENEURSeattle Genetics, Inc.	50,057,277	$3.5B	23.55%
2	INCYIncyte Corporation	31,976,193	$2.7B	18.46%
3	ONCBeiGene, Ltd.	11,777,285	$1.5B	9.92%
4	ALXNAlexion Pharmaceuticals, Inc.	8,258,068	$1.1B	7.35%
5	ACADACADIA Pharmaceuticals Inc.	39,292,086	$1.1B	7.14%
6	AMRNAmarin Corporation plc	41,544,288	$805.5M	5.47%
7	BMRNBioMarin Pharmaceutical Inc.	7,589,294	$650.0M	4.42%
8	—Genomic Health, Inc.	9,260,922	$538.7M	3.66%
9	ASNDAscendis Pharma A/S	3,390,270	$390.4M	2.65%
10	MRTXEURMirati Therapeutics, Inc.	2,513,462	$258.9M	1.76%
11	ARGXargenx SE	1,019,557	$144.3M	0.98%
12	ARRYEURArray BioPharma Inc.	2,848,567	$132.0M	0.90%
13	MDGLMadrigal Pharmaceuticals, Inc.	1,169,278	$122.6M	0.83%
14	NBIXNeurocrine Biosciences, Inc.	1,415,283	$119.5M	0.81%
15	HRTXHeron Therapeutics, Inc.	6,018,104	$111.9M	0.76%
16	KODKodiak Sciences, Inc.	9,145,115	$107.0M	0.73%
17	NVTA1EURInvitae Corporation	3,902,421	$91.7M	0.62%
18	1T7Tricida, Inc.	1,969,905	$77.7M	0.53%
19	—Spark Therapeutics, Inc.	751,927	$77.0M	0.52%
20	BCELAtreca, Inc.	3,532,760	$66.6M	0.45%
21	—GW Pharmaceuticals plc	370,845	$63.9M	0.43%
22	IM8NInsmed Incorporated	2,462,216	$63.0M	0.43%
23	CERSCerus Corporation	10,749,937	$60.4M	0.41%
24	RYTMRhythm Pharmaceuticals, Inc.	2,708,200	$59.6M	0.40%
25	—Principia Biopharma Inc.	1,787,807	$59.3M	0.40%
26	—Audentes Therapeutics, Inc.	1,506,438	$57.0M	0.39%
27	ADPTAdaptive Biotechnologies Corporation	1,165,411	$56.3M	0.38%
28	BCRXBioCryst Pharmaceuticals, Inc.	14,382,673	$54.5M	0.37%
29	—Ra Pharmaceuticals, Inc.	1,801,695	$54.2M	0.37%
30	—MyoKardia, Inc.	1,016,306	$51.0M	0.35%
31	—DBV Technologies S.A.	5,509,560	$45.3M	0.31%
32	KRYSKrystal Biotech, Inc.	1,034,674	$41.7M	0.28%
33	CBAYUSDCymaBay Therapeutics, Inc.	5,707,411	$40.9M	0.28%
34	NBIX 2.25 05/15/24Neurocrine Biosciences, Inc.	30,770,000	$40.5M	0.28%
35	QUREuniQure N.V.	517,700	$40.5M	0.27%
36	KNSAKiniksa Pharmaceuticals, Ltd.	2,799,577	$37.9M	0.26%
37	—Zymeworks Inc.	1,708,472	$37.6M	0.26%
38	—Aquinox Pharmaceuticals, Inc.	10,934,154	$25.8M	0.18%
39	AXSMAxsome Therapeutics, Inc.	772,286	$19.9M	0.14%
40	XNCRXencor, Inc.	428,120	$17.5M	0.12%
41	MRUSMerus N.V.	1,160,014	$17.0M	0.12%
42	BMRN 0.599 08/01/24BioMarin Pharmaceutical Inc.	15,000,000	$15.6M	0.11%
43	—Acorda Therapeutics, Inc.	2,011,189	$15.4M	0.10%
44	—La Jolla Pharmaceutical Company	1,559,231	$14.4M	0.10%
45	—Aimmune Therapeutics, Inc.	673,908	$14.0M	0.10%
46	—Idera Pharmaceuticals, Inc.	4,605,822	$12.3M	0.08%
47	PTGXProtagonist Therapeutics, Inc.	995,082	$12.1M	0.08%
48	TPIVDEURMarker Therapeutics, Inc.	1,500,000	$11.9M	0.08%
49	AGLEUSDAeglea BioTherapeutics, Inc.	1,713,604	$11.7M	0.08%
50	ASMBAssembly Biosciences, Inc.	803,246	$10.8M	0.07%
51	GBYSangamo Therapeutics, Inc.	999,823	$10.8M	0.07%
52	CPRXCatalyst Pharmaceuticals, Inc.	2,559,461	$9.8M	0.07%
53	—Syros Pharmaceuticals, Inc.	974,835	$9.0M	0.06%
54	ALKSAlkermes plc	400,000	$9.0M	0.06%
55	—Dermira, Inc.	906,943	$8.7M	0.06%
56	BDQMAlbireo Pharma, Inc.	250,000	$8.1M	0.05%
57	APLSApellis Pharmaceuticals, Inc.	313,725	$8.0M	0.05%
58	MISTMilestone Pharmaceuticals Inc.	266,667	$7.2M	0.05%
59	ANABAnaptysBio, Inc.	113,086	$6.4M	0.04%
60	—Abeona Therapeutics Inc.	1,288,235	$6.2M	0.04%
61	HOOKGBPHOOKIPA Pharma Inc.	892,857	$6.0M	0.04%
62	ORTXUSDOrchard Therapeutics plc	405,702	$5.7M	0.04%
63	HALOHalozyme Therapeutics, Inc.	299,969	$5.2M	0.04%
64	—bluebird bio, Inc.	40,000	$5.1M	0.03%
65	—Bellicum Pharmaceuticals, Inc.	2,677,818	$4.6M	0.03%
66	—Menlo Therapeutics Inc.	700,000	$4.2M	0.03%
67	GTHXEURG1 Therapeutics, Inc.	127,236	$3.9M	0.03%
68	NGMUSDNGM Biopharmaceuticals, Inc.	250,000	$3.7M	0.02%
69	VKTXViking Therapeutics, Inc.	425,000	$3.5M	0.02%
70	XLRNAcceleron Pharma Inc.	83,900	$3.4M	0.02%
71	CRNXCrinetics Pharmaceuticals, Inc.	132,985	$3.3M	0.02%
72	GLPGGalapagos NV	25,072	$3.2M	0.02%
73	—Achillion Pharmaceuticals, Inc.	1,095,359	$2.9M	0.02%
74	VSAREURAravive, Inc.	484,947	$2.9M	0.02%
75	XBITXBiotech Inc.	380,442	$2.9M	0.02%
76	—Harpoon Therapeutics, Inc.	214,285	$2.8M	0.02%
77	—Forty Seven, Inc.	250,000	$2.6M	0.02%
78	AUTLAutolus Therapeutics plc	156,773	$2.5M	0.02%
79	YMABUSDY-mAbs Therapeutics, Inc.	102,800	$2.4M	0.02%
80	—Cyclerion Therapeutics, Inc.	202,581	$2.3M	0.02%
81	—Spring Bank Pharmaceuticals, Inc.	613,144	$2.3M	0.02%
82	NXTCNextCure, Inc.	150,000	$2.2M	0.02%
83	CTMXCytomX Therapeutics, Inc.	194,377	$2.2M	0.01%
84	—Molecular Templates, Inc.	254,230	$2.1M	0.01%
85	NTLAIntellia Therapeutics, Inc.	128,538	$2.1M	0.01%
86	IDYAIDEAYA Biosciences, Inc.	200,000	$2.0M	0.01%
87	CCXIEURChemoCentryx, Inc.	207,029	$1.9M	0.01%
88	—Constellation Pharmaceuticals, Inc.	133,333	$1.6M	0.01%
89	GLMDGalmed Pharmaceuticals Ltd.	215,594	$1.6M	0.01%
90	—Aileron Therapeutics, Inc.	2,040,000	$1.5M	0.01%
91	—Dova Pharmaceuticals, Inc.	99,405	$1.4M	0.01%
92	—Foamix Pharmaceuticals Ltd.	498,189	$1.2M	0.01%
93	—Sierra Oncology, Inc.	2,000,000	$1.1M	0.01%
94	—Adamas Pharmaceuticals, Inc.	172,630	$1.1M	0.01%
95	INFIQInfinity Pharmaceuticals, Inc.	580,400	$1.0M	0.01%
96	RCUSArcus Biosciences, Inc.	121,534	$966K	0.01%
97	FLGTFulgent Genetics, Inc.	125,000	$835K	0.01%
98	—Affimed N.V.	200,000	$574K	0.00%
99	AQSTAquestive Therapeutics, Inc.	99,600	$418K	0.00%
100	—Sunesis Pharmaceuticals, Inc.	556,665	$405K	0.00%

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