BAKER BROS. ADVISORS LP Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$22.8B
Holdings
122
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (122 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SGENUSDSeagen Inc. | 47,288,259 | $8.0T | 35261.18% | |
| 2 | ONCBeiGene, Ltd. | 11,668,897 | $4.2T | 18601.26% | |
| 3 | INCYIncyte Corporation | 32,022,125 | $2.2T | 9672.04% | |
| 4 | KODKodiak Sciences Inc. | 14,681,304 | $1.4T | 6188.01% | |
| 5 | ASNDAscendis Pharma A/S | 4,541,604 | $723.9B | 3178.89% | |
| 6 | ACADACADIA Pharmaceuticals Inc. | 41,910,704 | $696.1B | 3057.04% | |
| 7 | BMRNBioMarin Pharmaceutical Inc. | 7,620,494 | $589.0B | 2586.50% | |
| 8 | ARGXargenx SE | 1,119,557 | $338.1B | 1484.77% | |
| 9 | PRLDPrelude Therapeutics Inc. | 10,123,824 | $316.4B | 1389.32% | |
| 10 | NVTA1EURInvitae Corporation | 9,873,488 | $280.7B | 1232.69% | |
| 11 | MRTXEURMirati Therapeutics, Inc. | 1,409,784 | $249.4B | 1095.24% | |
| 12 | ABCLAbCellera Biologics Inc. | 10,450,180 | $209.4B | 919.66% | |
| 13 | 1K0IGM Biosciences, Inc. | 3,156,102 | $207.5B | 911.42% | |
| 14 | BCRXBioCryst Pharmaceuticals, Inc. | 12,710,818 | $182.7B | 802.11% | |
| 15 | KYMRKymera Therapeutics, Inc. | 2,384,742 | $140.1B | 615.15% | |
| 16 | PACBPacific Biosciences of California, Inc. | 5,444,963 | $139.1B | 610.93% | |
| 17 | MDGLMadrigal Pharmaceuticals, Inc. | 1,499,213 | $119.6B | 525.31% | |
| 18 | LEGNLegend Biotech Corporation | 2,364,003 | $119.5B | 524.88% | |
| 19 | AMRNAmarin Corporation plc | 21,856,032 | $111.5B | 489.49% | |
| 20 | IMCRImmunocore Holdings plc | 2,520,730 | $93.4B | 410.35% | |
| 21 | HRTXHeron Therapeutics, Inc. | 8,131,678 | $86.9B | 381.74% | |
| 22 | CERSCerus Corporation | 13,713,195 | $83.5B | 366.74% | |
| 23 | GBTUSDGlobal Blood Therapeutics, Inc. | 3,217,441 | $82.0B | 360.01% | |
| 24 | ALLKGUSDAllakos Inc. | 703,050 | $74.4B | 326.86% | |
| 25 | NRIXNurix Therapeutics, Inc. | 2,454,082 | $73.5B | 322.88% | |
| 26 | —DBV Technologies S.A. | 14,614,264 | $71.6B | 314.47% | |
| 27 | TILInstil Bio, Inc. | 3,893,700 | $69.6B | 305.64% | |
| 28 | VERVVerve Therapeutics, Inc. | 1,416,530 | $66.6B | 292.37% | |
| 29 | VSTMVerastem, Inc. | 21,491,630 | $66.2B | 290.69% | |
| 30 | HZNPHorizon Therapeutics Public Ltd Co | 599,110 | $65.6B | 288.20% | |
| 31 | NBIXNeurocrine Biosciences, Inc. | 676,975 | $64.9B | 285.13% | |
| 32 | IM8NInsmed Incorporated | 2,156,001 | $59.4B | 260.75% | |
| 33 | IMTXImmatics N.V. | 4,423,731 | $57.5B | 252.55% | |
| 34 | APLS 3.5 09/15/26Apellis Pharmaceuticals, Inc. | 46,754,000 | $57.3B | 251.46% | |
| 35 | ADAPYAdaptimmune Therapeutics plc | 9,830,877 | $50.8B | 223.20% | |
| 36 | RYTMRhythm Pharmaceuticals, Inc. | 3,863,239 | $50.5B | 221.57% | |
| 37 | —Zymeworks Inc. | 1,708,472 | $49.6B | 217.88% | |
| 38 | TVTXTravere Therapeutics, Inc. | 2,039,772 | $49.5B | 217.22% | |
| 39 | —bluebird bio, Inc. | 2,499,715 | $47.8B | 209.78% | |
| 40 | —Talis Biomedical Corporation | 7,574,835 | $47.3B | 207.90% | |
| 41 | —Forma Therapeutics Holdings, Inc. | 2,024,876 | $47.0B | 206.21% | |
| 42 | MRUSMerus N.V. | 2,037,469 | $44.8B | 196.84% | |
| 43 | INSM 0.75 06/01/28Insmed Incorporated | 40,000,000 | $43.8B | 192.52% | |
| 44 | SRPT 1.5 11/15/24Sarepta Therapeutics, Inc. | 29,174,000 | $43.2B | 189.56% | |
| 45 | RAREUltragenyx Pharmaceutical Inc. | 444,444 | $40.1B | 176.03% | |
| 46 | ALKSAlkermes plc | 1,228,170 | $37.9B | 166.33% | |
| 47 | FLGTFulgent Genetics, Inc. | 401,016 | $36.1B | 158.40% | |
| 48 | AVTEAerovate Therapeutics, Inc. | 1,652,171 | $34.7B | 152.22% | |
| 49 | ALGSAligos Therapeutics, Inc. | 2,076,400 | $32.2B | 141.43% | |
| 50 | KNSAKiniksa Pharmaceuticals, Ltd. | 2,799,577 | $31.9B | 140.03% | |
| 51 | KRYSKrystal Biotech, Inc. | 607,735 | $31.7B | 139.34% | |
| 52 | TCDA 3.5 05/15/27Tricida, Inc. | 75,000,000 | $31.4B | 137.78% | |
| 53 | —Neoleukin Therapeutics, Inc. | 3,821,740 | $27.6B | 121.34% | |
| 54 | AGLEUSDAeglea BioTherapeutics, Inc. | 3,410,106 | $27.1B | 119.05% | |
| 55 | OPTEYOpthea Limited | 3,382,797 | $27.1B | 118.84% | |
| 56 | BCABBioAtla, Inc. | 825,000 | $24.3B | 106.66% | |
| 57 | 290AChinook Therapeutics, Inc. | 1,903,069 | $24.3B | 106.64% | |
| 58 | NVV1Novavax, Inc. | 108,756 | $22.5B | 99.01% | |
| 59 | RETAEURReata Pharmaceuticals, Inc. | 223,976 | $22.5B | 98.96% | |
| 60 | BCELAtreca, Inc. | 3,532,760 | $22.0B | 96.65% | |
| 61 | DSGNDesign Therapeutics, Inc. | 1,436,636 | $21.1B | 92.68% | |
| 62 | 698Achilles Therapeutics plc | 2,591,366 | $20.2B | 88.65% | |
| 63 | CRNXCrinetics Pharmaceuticals, Inc. | 920,656 | $19.4B | 85.11% | |
| 64 | —DICE Therapeutics, Inc. | 588,235 | $19.3B | 84.60% | |
| 65 | CNTACentessa Pharmaceuticals plc | 1,127,273 | $18.8B | 82.67% | |
| 66 | AXSMAxsome Therapeutics, Inc. | 539,057 | $17.8B | 78.02% | |
| 67 | SRZNSurrozen, Inc. | 2,500,000 | $17.7B | 77.73% | |
| 68 | OTICEUROtonomy, Inc. | 7,694,038 | $14.8B | 64.87% | |
| 69 | CYTCyteir Therapeutics, Inc. | 812,640 | $14.3B | 62.63% | |
| 70 | MIRMMirum Pharmaceuticals, Inc. | 647,313 | $12.9B | 56.62% | |
| 71 | BDQMAlbireo Pharma, Inc. | 412,466 | $12.9B | 56.51% | |
| 72 | —Invitae Corporation | 10,300,000 | $12.6B | 55.20% | |
| 73 | ALTAltimmune, Inc. | 1,072,038 | $12.1B | 53.25% | |
| 74 | TCRXTscan Therapeutics, Inc. | 1,425,000 | $11.9B | 52.19% | |
| 75 | ANABAnaptysBio, Inc. | 427,179 | $11.6B | 50.87% | |
| 76 | AUPHAurinia Pharmaceuticals Inc. | 520,523 | $11.5B | 50.58% | |
| 77 | XENEXenon Pharmaceuticals Inc. | 751,639 | $11.5B | 50.44% | |
| 78 | TNGXTango Therapeutics, Inc. | 750,000 | $9.7B | 42.59% | |
| 79 | MGNXMacroGenics, Inc. | 442,579 | $9.3B | 40.70% | |
| 80 | KRTXKaruna Therapeutics, Inc. | 69,966 | $8.6B | 37.59% | |
| 81 | EWTXEdgewise Therapeutics, Inc. | 500,000 | $8.3B | 36.45% | |
| 82 | CABACabaletta Bio, Inc. | 662,063 | $8.1B | 35.36% | |
| 83 | CBAYUSDCymabay Therapeutics, Inc. | 2,170,464 | $7.9B | 34.79% | |
| 84 | —Athira Pharma, Inc. | 806,367 | $7.6B | 33.22% | |
| 85 | —Genetron Holdings Limited | 455,306 | $6.3B | 27.69% | |
| 86 | BMEABiomea Fusion, Inc. | 524,617 | $6.3B | 27.58% | |
| 87 | —Amryt Pharma plc | 518,380 | $6.2B | 27.42% | |
| 88 | NGMUSDNGM Biopharmaceuticals, Inc. | 291,801 | $6.1B | 26.94% | |
| 89 | RVMDRevolution Medicines, Inc. | 222,222 | $6.1B | 26.84% | |
| 90 | KURAKura Oncology, Inc. | 304,158 | $5.7B | 25.02% | |
| 91 | ATYRaTyr Pharma, Inc. | 625,000 | $5.7B | 24.92% | |
| 92 | ALECAlector, Inc. | 239,228 | $5.5B | 23.97% | |
| 93 | RLMDRelmada Therapeutics, Inc. | 200,996 | $5.3B | 23.13% | |
| 94 | CCXIEURChemoCentryx, Inc. | 301,195 | $5.2B | 22.62% | |
| 95 | 1T7Tricida, Inc. | 1,037,432 | $4.8B | 21.14% | |
| 96 | HRMYHarmony Biosciences Holdings, Inc. | 123,600 | $4.7B | 20.81% | |
| 97 | BMRN 0.599 08/01/24BioMarin Pharmaceutical Inc. | 4,500,000 | $4.6B | 20.25% | |
| 98 | REPLReplimune Group, Inc. | 153,512 | $4.5B | 19.98% | |
| 99 | DNLIDenali Therapeutics Inc. | 88,738 | $4.5B | 19.66% | |
| 100 | —NexImmune, Inc. | 294,117 | $4.5B | 19.56% |
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