BAKER BROS. ADVISORS LP Q4 2018 Filing
Filed February 13, 2019
Portfolio Value
$12.2T
Holdings
93
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (93 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SGENEURSeattle Genetics, Inc. | 51,046,060 | $2.9T | 23.68% | |
| 2 | INCYIncyte Corporation | 34,251,607 | $2.2T | 17.83% | |
| 3 | ONCBeiGene, Ltd. | 11,959,824 | $1.7T | 13.74% | |
| 4 | ALXNAlexion Pharmaceuticals, Inc. | 8,555,894 | $833.0B | 6.82% | |
| 5 | —Genomic Health, Inc. | 11,744,010 | $756.4B | 6.19% | |
| 6 | BMRNBioMarin Pharmaceutical Inc. | 7,589,294 | $646.2B | 5.29% | |
| 7 | ACADACADIA Pharmaceuticals Inc. | 39,713,842 | $642.2B | 5.26% | |
| 8 | AMRNAmarin Corporation plc | 42,592,824 | $579.7B | 4.75% | |
| 9 | ASNDAscendis Pharma A/S | 2,837,352 | $177.8B | 1.46% | |
| 10 | MDGLMadrigal Pharmaceuticals, Inc. | 1,169,278 | $131.8B | 1.08% | |
| 11 | HRTXHeron Therapeutics, Inc. | 5,018,104 | $130.2B | 1.07% | |
| 12 | BCRXBioCryst Pharmaceuticals, Inc. | 15,103,081 | $121.9B | 1.00% | |
| 13 | MRTXEURMirati Therapeutics, Inc. | 2,513,462 | $106.6B | 0.87% | |
| 14 | ARGXargenx SE | 1,019,557 | $97.9B | 0.80% | |
| 15 | KNSAKiniksa Pharmaceuticals, Ltd. | 3,000,000 | $84.3B | 0.69% | |
| 16 | RYTMRhythm Pharmaceuticals, Inc. | 2,708,200 | $72.8B | 0.60% | |
| 17 | ARRYEURArray BioPharma Inc. | 5,041,696 | $71.8B | 0.59% | |
| 18 | KODKodiak Sciences Inc. | 9,145,115 | $64.9B | 0.53% | |
| 19 | NBIX 2.25 05/15/24Neurocrine Biosciences, Inc. | 53,270,000 | $63.4B | 0.52% | |
| 20 | CERSCerus Corporation | 10,749,937 | $54.5B | 0.45% | |
| 21 | —Spark Therapeutics, Inc. | 1,384,130 | $54.2B | 0.44% | |
| 22 | NBIXNeurocrine Biosciences, Inc. | 730,355 | $52.2B | 0.43% | |
| 23 | —Principia Biopharma Inc. | 1,787,807 | $49.0B | 0.40% | |
| 24 | —Clementia Pharmaceuticals Inc. | 3,724,445 | $43.8B | 0.36% | |
| 25 | NVTA1EURInvitae Corporation | 3,902,421 | $43.2B | 0.35% | |
| 26 | —GW Pharmaceuticals plc | 428,345 | $41.7B | 0.34% | |
| 27 | CBAYUSDCymaBay Therapeutics, Inc. | 4,917,700 | $38.7B | 0.32% | |
| 28 | 1T7Tricida, Inc. | 1,600,000 | $37.7B | 0.31% | |
| 29 | —DBV Technologies S.A. | 5,509,560 | $35.4B | 0.29% | |
| 30 | —Zymeworks Inc. | 1,708,472 | $25.1B | 0.21% | |
| 31 | IM8NInsmed Incorporated | 1,851,982 | $24.3B | 0.20% | |
| 32 | —Aquinox Pharmaceuticals, Inc. | 10,934,154 | $23.6B | 0.19% | |
| 33 | —Audentes Therapeutics, Inc. | 910,463 | $19.4B | 0.16% | |
| 34 | QUREuniQure N.V. | 605,000 | $17.4B | 0.14% | |
| 35 | KRYSKrystal Biotech, Inc. | 784,674 | $16.3B | 0.13% | |
| 36 | MRUSMerus N.V. | 1,160,014 | $16.2B | 0.13% | |
| 37 | —Aimmune Therapeutics, Inc. | 673,908 | $16.1B | 0.13% | |
| 38 | XNCRXencor, Inc. | 440,186 | $15.9B | 0.13% | |
| 39 | SLDBSolid Biosciences Inc. | 587,884 | $15.8B | 0.13% | |
| 40 | —MyoKardia, Inc. | 315,243 | $15.4B | 0.13% | |
| 41 | —Abeona Therapeutics Inc. | 2,103,164 | $15.0B | 0.12% | |
| 42 | —Ra Pharmaceuticals, Inc. | 823,113 | $15.0B | 0.12% | |
| 43 | BMRN 0.599 08/01/24BioMarin Pharmaceutical Inc. | 15,000,000 | $14.9B | 0.12% | |
| 44 | —Idera Pharmaceuticals, Inc. | 4,836,237 | $13.4B | 0.11% | |
| 45 | AGLEUSDAeglea BioTherapeutics, Inc. | 1,713,604 | $12.8B | 0.11% | |
| 46 | GBYSangamo Therapeutics, Inc. | 999,823 | $11.5B | 0.09% | |
| 47 | —ContraFect Corporation | 7,153,076 | $10.9B | 0.09% | |
| 48 | NVAXNovavax, Inc. | 4,718,318 | $8.7B | 0.07% | |
| 49 | TPIVDEURMarker Therapeutics, Inc. | 1,500,000 | $8.3B | 0.07% | |
| 50 | —Bellicum Pharmaceuticals, Inc. | 2,677,818 | $7.8B | 0.06% | |
| 51 | ANABAnaptysBio, Inc. | 113,086 | $7.2B | 0.06% | |
| 52 | IFRXInflaRx N.V. | 178,987 | $6.5B | 0.05% | |
| 53 | —Spring Bank Pharmaceuticals, Inc. | 613,144 | $6.4B | 0.05% | |
| 54 | BDQMAlbireo Pharma, Inc. | 250,000 | $6.1B | 0.05% | |
| 55 | CPRXCatalyst Pharmaceuticals, Inc. | 2,900,000 | $5.6B | 0.05% | |
| 56 | AUTLAutolus Therapeutics plc | 156,773 | $5.1B | 0.04% | |
| 57 | HALOHalozyme Therapeutics, Inc. | 299,969 | $4.4B | 0.04% | |
| 58 | —bluebird bio, Inc. | 40,000 | $4.0B | 0.03% | |
| 59 | CRNXCrinetics Pharmaceuticals, Inc. | 131,250 | $3.9B | 0.03% | |
| 60 | —Forty Seven, Inc. | 250,000 | $3.9B | 0.03% | |
| 61 | XLRNAcceleron Pharma Inc. | 83,900 | $3.7B | 0.03% | |
| 62 | ASMBAssembly Biosciences, Inc. | 148,587 | $3.4B | 0.03% | |
| 63 | VKTXViking Therapeutics, Inc. | 425,000 | $3.3B | 0.03% | |
| 64 | —Syros Pharmaceuticals, Inc. | 574,835 | $3.2B | 0.03% | |
| 65 | —Menlo Therapeutics Inc. | 700,000 | $2.9B | 0.02% | |
| 66 | —Aevi Genomic Medicine, Inc. | 3,950,419 | $2.8B | 0.02% | |
| 67 | —Sierra Oncology, Inc. | 2,000,000 | $2.6B | 0.02% | |
| 68 | APLSApellis Pharmaceuticals, Inc. | 196,078 | $2.6B | 0.02% | |
| 69 | GTHXEURG1 Therapeutics, Inc. | 127,236 | $2.4B | 0.02% | |
| 70 | GLPGGalapagos NV | 25,072 | $2.3B | 0.02% | |
| 71 | CCXIEURChemoCentryx, Inc. | 207,029 | $2.3B | 0.02% | |
| 72 | YMABUSDY-mAbs Therapeutics, Inc. | 102,800 | $2.1B | 0.02% | |
| 73 | ALKSAlkermes plc | 67,000 | $2.0B | 0.02% | |
| 74 | ORTXUSDOrchard Therapeutics plc | 125,000 | $2.0B | 0.02% | |
| 75 | —Foamix Pharmaceuticals Ltd. | 498,189 | $1.8B | 0.01% | |
| 76 | NTLAIntellia Therapeutics, Inc. | 128,538 | $1.8B | 0.01% | |
| 77 | —Achillion Pharmaceuticals, Inc. | 1,095,359 | $1.7B | 0.01% | |
| 78 | —Adamas Pharmaceuticals, Inc. | 172,630 | $1.5B | 0.01% | |
| 79 | GLMDGalmed Pharmaceuticals Ltd. | 215,594 | $1.5B | 0.01% | |
| 80 | —La Jolla Pharmaceutical Company | 154,675 | $1.5B | 0.01% | |
| 81 | VSAREURAravive, Inc. | 404,384 | $1.4B | 0.01% | |
| 82 | RCUSArcus Biosciences, Inc. | 121,534 | $1.3B | 0.01% | |
| 83 | —Molecular Templates, Inc. | 254,230 | $1.0B | 0.01% | |
| 84 | TREURTrillium Therapeutics Inc. | 505,262 | $864.0M | 0.01% | |
| 85 | DVAXDynavax Technologies Corporation | 75,000 | $686.0M | 0.01% | |
| 86 | INFIQInfinity Pharmaceuticals, Inc. | 580,400 | $685.0M | 0.01% | |
| 87 | —Proteon Therapeutics, Inc. | 298,591 | $678.0M | 0.01% | |
| 88 | AQSTAquestive Therapeutics, Inc. | 99,600 | $627.0M | 0.01% | |
| 89 | —Affimed N.V. | 200,000 | $622.0M | 0.01% | |
| 90 | —Constellation Pharmaceuticals, Inc. | 133,333 | $535.0M | 0.00% | |
| 91 | FLGTFulgent Genetics, Inc. | 125,000 | $396.0M | 0.00% | |
| 92 | —Sunesis Pharmaceuticals, Inc. | 556,665 | $231.0M | 0.00% | |
| 93 | —Ritter Pharmaceuticals, Inc. | 279,999 | $168.0M | 0.00% |