BAKER BROS. ADVISORS LP Q3 2019 Filing

Filed November 14, 2019

Portfolio Value

$14.7B

Holdings

109

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (109 positions)

#	Stock	Shares	Value	% Portfolio
1	SGENEURSeattle Genetics, Inc.	50,057,277	$4.3B	29.08%
2	INCYIncyte Corporation	31,976,557	$2.4B	16.15%
3	ACADACADIA Pharmaceuticals Inc.	40,854,586	$1.5B	10.00%
4	ONCBeiGene, Ltd.	11,777,285	$1.4B	9.81%
5	ALXNAlexion Pharmaceuticals, Inc.	8,258,068	$808.8M	5.50%
6	AMRNAmarin Corporation plc	41,544,288	$629.8M	4.28%
7	—Genomic Health, Inc.	9,244,665	$627.0M	4.27%
8	BMRNBioMarin Pharmaceutical Inc.	7,589,294	$511.5M	3.48%
9	ASNDAscendis Pharma A/S	3,390,270	$326.6M	2.22%
10	NVTA1EURInvitae Corporation	8,792,678	$169.4M	1.15%
11	KODKodiak Sciences Inc.	9,145,116	$131.5M	0.89%
12	NBIXNeurocrine Biosciences, Inc.	1,415,283	$127.5M	0.87%
13	ARGXargenx SE	1,019,557	$116.2M	0.79%
14	HRTXHeron Therapeutics, Inc.	6,018,104	$111.3M	0.76%
15	MRTXEURMirati Therapeutics, Inc.	1,307,220	$101.8M	0.69%
16	MDGLMadrigal Pharmaceuticals, Inc.	1,169,278	$100.8M	0.69%
17	—MyoKardia, Inc.	1,517,237	$79.1M	0.54%
18	—Spark Therapeutics, Inc.	751,927	$72.9M	0.50%
19	1T7Tricida, Inc.	1,969,905	$60.8M	0.41%
20	RYTMRhythm Pharmaceuticals, Inc.	2,708,200	$58.5M	0.40%
21	1K0IGM Biosciences, Inc.	3,144,000	$55.8M	0.38%
22	—Ra Pharmaceuticals, Inc.	2,345,496	$55.5M	0.38%
23	CERSCerus Corporation	10,749,937	$55.4M	0.38%
24	—DBV Technologies S.A.	5,509,560	$47.4M	0.32%
25	—Principia Biopharma Inc.	1,654,029	$46.7M	0.32%
26	BCELAtreca, Inc.	3,532,760	$43.2M	0.29%
27	—GW Pharmaceuticals plc	370,845	$42.7M	0.29%
28	—Zymeworks Inc.	1,708,472	$42.4M	0.29%
29	—Audentes Therapeutics, Inc.	1,506,438	$42.3M	0.29%
30	NBIX 2.25 05/15/24Neurocrine Biosciences, Inc.	30,770,000	$42.1M	0.29%
31	IM8NInsmed Incorporated	2,229,760	$39.3M	0.27%
32	BCRXBioCryst Pharmaceuticals, Inc.	12,725,472	$36.5M	0.25%
33	ADPTAdaptive Biotechnologies Corporation	1,165,411	$36.0M	0.24%
34	KRYSKrystal Biotech, Inc.	1,034,674	$35.9M	0.24%
35	—Neoleukin Therapeutics, Inc.	11,305,679	$32.2M	0.22%
36	CBAYUSDCymaBay Therapeutics, Inc.	5,707,411	$29.2M	0.20%
37	ALLKGUSDAllakos Inc.	339,690	$26.7M	0.18%
38	KNSAKiniksa Pharmaceuticals, Ltd.	2,799,577	$23.8M	0.16%
39	MRUSMerus N.V.	1,160,014	$20.7M	0.14%
40	QUREuniQure N.V.	517,700	$20.4M	0.14%
41	URGNUroGen Pharma Ltd.	747,751	$17.8M	0.12%
42	AXSMAxsome Therapeutics, Inc.	772,286	$15.6M	0.11%
43	BMRN 0.599 08/01/24BioMarin Pharmaceutical Inc.	15,000,000	$14.7M	0.10%
44	XNCRXencor, Inc.	428,120	$14.4M	0.10%
45	—Aimmune Therapeutics, Inc.	673,908	$14.1M	0.10%
46	PTGXProtagonist Therapeutics, Inc.	1,174,282	$14.1M	0.10%
47	—La Jolla Pharmaceutical Company	1,559,231	$13.7M	0.09%
48	—Idera Pharmaceuticals, Inc.	4,608,786	$13.3M	0.09%
49	AGLEUSDAeglea BioTherapeutics, Inc.	1,713,604	$13.2M	0.09%
50	ALKSAlkermes plc	625,030	$12.2M	0.08%
51	—Syros Pharmaceuticals, Inc.	974,835	$10.1M	0.07%
52	GBYSangamo Therapeutics, Inc.	999,823	$9.0M	0.06%
53	ASMBAssembly Biosciences, Inc.	803,246	$7.9M	0.05%
54	TPIVDEURMarker Therapeutics, Inc.	1,500,000	$7.7M	0.05%
55	APLSApellis Pharmaceuticals, Inc.	313,725	$7.6M	0.05%
56	CPRXCatalyst Pharmaceuticals, Inc.	1,341,902	$7.1M	0.05%
57	HOOKGBPHOOKIPA Pharma Inc.	892,857	$6.7M	0.05%
58	—Acorda Therapeutics, Inc.	2,232,589	$6.4M	0.04%
59	—Dermira, Inc.	906,943	$5.8M	0.04%
60	XBITXbiotech Inc.	521,327	$5.5M	0.04%
61	BDQMAlbireo Pharma, Inc.	250,000	$5.0M	0.03%
62	VSAREURAravive, Inc.	664,088	$5.0M	0.03%
63	MISTMilestone Pharmaceuticals Inc.	266,667	$5.0M	0.03%
64	ORTXUSDOrchard Therapeutics plc	405,702	$4.8M	0.03%
65	HALOHalozyme Therapeutics, Inc.	299,969	$4.7M	0.03%
66	NXTCNextCure, Inc.	150,000	$4.6M	0.03%
67	IFRXInflarx N.V.	1,778,415	$4.4M	0.03%
68	ANABAnaptysBio, Inc.	113,086	$4.0M	0.03%
69	—Achillion Pharmaceuticals, Inc.	1,095,359	$3.9M	0.03%
70	GLPGGalapagos NV	25,072	$3.8M	0.03%
71	—bluebird bio, Inc.	40,000	$3.7M	0.02%
72	NGMUSDNGM Biopharmaceuticals, Inc.	250,000	$3.5M	0.02%
73	MIRMMirum Pharmaceuticals, Inc.	333,333	$3.4M	0.02%
74	XLRNAcceleron Pharma Inc.	83,900	$3.3M	0.02%
75	—Menlo Therapeutics Inc.	700,000	$3.1M	0.02%
76	—Harpoon Therapeutics, Inc.	214,285	$2.9M	0.02%
77	VKTXViking Therapeutics, Inc.	425,000	$2.9M	0.02%
78	—Abeona Therapeutics Inc.	1,288,235	$2.9M	0.02%
79	GTHXEURG1 Therapeutics, Inc.	127,236	$2.9M	0.02%
80	—Dova Pharmaceuticals, Inc.	102,205	$2.9M	0.02%
81	—Bellicum Pharmaceuticals, Inc.	2,677,818	$2.8M	0.02%
82	YMABUSDY-mAbs Therapeutics, Inc.	102,800	$2.7M	0.02%
83	CRNXCrinetics Pharmaceuticals, Inc.	175,000	$2.6M	0.02%
84	—Cyclerion Therapeutics, Inc.	202,581	$2.5M	0.02%
85	—Spring Bank Pharmaceuticals, Inc.	613,144	$2.1M	0.01%
86	AUTLAutolus Therapeutics plc	156,773	$1.9M	0.01%
87	IDYAIDEAYA Biosciences, Inc.	200,000	$1.8M	0.01%
88	NTLAIntellia Therapeutics, Inc.	128,538	$1.7M	0.01%
89	—Molecular Templates, Inc.	254,230	$1.7M	0.01%
90	—Forty Seven, Inc.	250,000	$1.6M	0.01%
91	—Foamix Pharmaceuticals Ltd.	498,189	$1.5M	0.01%
92	CTMXCytomX Therapeutics, Inc.	194,377	$1.4M	0.01%
93	CCXIEURChemoCentryx, Inc.	207,029	$1.4M	0.01%
94	FLGTFulgent Genetics, Inc.	125,000	$1.3M	0.01%
95	MTNBEURMatinas BioPharma Holdings, Inc.	1,984,965	$1.3M	0.01%
96	LPTXEURLeap Therapeutics, Inc.	978,454	$1.1M	0.01%
97	RCUSArcus Biosciences, Inc.	121,534	$1.1M	0.01%
98	GLMDGalmed Pharmaceuticals Ltd.	215,594	$1.0M	0.01%
99	—Adamas Pharmaceuticals, Inc.	172,630	$883K	0.01%
100	—Constellation Pharmaceuticals, Inc.	133,333	$861K	0.01%

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