BAKER BROS. ADVISORS LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$16.7B
Holdings
113
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (113 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SGENUSDSeagen Inc. | 46,912,266 | $6.0B | 36.21% | |
| 2 | INCYIncyte Corporation | 36,154,971 | $2.9B | 17.44% | |
| 3 | ONCBeiGene, Ltd. | 11,668,897 | $2.6B | 15.41% | |
| 4 | BMRNBioMarin Pharmaceutical Inc. | 7,620,494 | $788.6M | 4.74% | |
| 5 | ACADACADIA Pharmaceuticals Inc. | 41,923,486 | $667.4M | 4.01% | |
| 6 | ASNDAscendis Pharma A/S | 4,954,855 | $605.1M | 3.63% | |
| 7 | MDGLMadrigal Pharmaceuticals, Inc. | 1,545,113 | $448.5M | 2.69% | |
| 8 | RYTMRhythm Pharmaceuticals, Inc. | 6,354,608 | $185.0M | 1.11% | |
| 9 | BCRXBioCryst Pharmaceuticals, Inc. | 12,710,818 | $145.9M | 0.88% | |
| 10 | IMCRImmunocore Holdings plc | 2,520,731 | $143.9M | 0.86% | |
| 11 | AKROAkero Therapeutics, Inc. | 2,368,378 | $129.8M | 0.78% | |
| 12 | REPLReplimune Group, Inc. | 4,578,280 | $124.5M | 0.75% | |
| 13 | KODKodiak Sciences Inc. | 17,310,490 | $123.9M | 0.74% | |
| 14 | HZNPHorizon Therapeutics Public Ltd Co | 969,727 | $110.4M | 0.66% | |
| 15 | ARGXargenx SE | 280,159 | $106.1M | 0.64% | |
| 16 | ABCLAbCellera Biologics Inc. | 10,450,180 | $105.9M | 0.64% | |
| 17 | KYMRKymera Therapeutics, Inc. | 2,879,825 | $71.9M | 0.43% | |
| 18 | 290AChinook Therapeutics, Inc. | 2,534,102 | $66.4M | 0.40% | |
| 19 | TRDAEntrada Therapeutics, Inc. | 4,865,819 | $65.8M | 0.40% | |
| 20 | MRTXEURMirati Therapeutics, Inc. | 1,409,784 | $63.9M | 0.38% | |
| 21 | PRLDPrelude Therapeutics Inc. | 10,123,824 | $61.1M | 0.37% | |
| 22 | CERSCerus Corporation | 16,067,558 | $58.6M | 0.35% | |
| 23 | AVTEAerovate Therapeutics, Inc. | 1,976,868 | $57.9M | 0.35% | |
| 24 | 1K0IGM Biosciences, Inc. | 3,156,102 | $53.7M | 0.32% | |
| 25 | IMTXImmatics N.V. | 5,187,081 | $45.2M | 0.27% | |
| 26 | NRIXNurix Therapeutics, Inc. | 3,882,125 | $42.6M | 0.26% | |
| 27 | KNSAKiniksa Pharmaceuticals, Ltd. | 2,799,577 | $41.9M | 0.25% | |
| 28 | SWTXSpringWorks Therapeutics, Inc. | 1,528,538 | $39.8M | 0.24% | |
| 29 | IDYAIDEAYA Biosciences, Inc. | 1,668,355 | $30.3M | 0.18% | |
| 30 | DNLIDenali Therapeutics Inc. | 1,088,738 | $30.3M | 0.18% | |
| 31 | XENEXenon Pharmaceuticals Inc. | 751,639 | $29.6M | 0.18% | |
| 32 | VERVVerve Therapeutics, Inc. | 1,416,530 | $27.4M | 0.16% | |
| 33 | —DICE Therapeutics, Inc. | 862,207 | $26.9M | 0.16% | |
| 34 | TVTXTravere Therapeutics, Inc. | 1,225,255 | $25.8M | 0.15% | |
| 35 | BCYCBicycle Therapeutics plc | 843,814 | $25.0M | 0.15% | |
| 36 | ANABAnaptysBio, Inc. | 775,924 | $24.0M | 0.14% | |
| 37 | KRYSKrystal Biotech, Inc. | 302,716 | $24.0M | 0.14% | |
| 38 | —DBV Technologies S.A. | 14,614,264 | $22.4M | 0.13% | |
| 39 | FGENEURFibroGen, Inc. | 1,375,211 | $22.0M | 0.13% | |
| 40 | RAREUltragenyx Pharmaceutical Inc. | 470,974 | $21.8M | 0.13% | |
| 41 | HRTXHeron Therapeutics, Inc. | 8,131,678 | $20.3M | 0.12% | |
| 42 | TSVT*2seventy bio, Inc. | 2,062,744 | $19.3M | 0.12% | |
| 43 | INSM 0.75 06/01/28Insmed Incorporated | 23,500,000 | $19.2M | 0.12% | |
| 44 | PRMEPrime Medicine, Inc. | 1,028,466 | $19.1M | 0.11% | |
| 45 | BMEABiomea Fusion, Inc. | 2,104,559 | $17.7M | 0.11% | |
| 46 | —bluebird bio, Inc. | 2,499,715 | $17.3M | 0.10% | |
| 47 | SPRYARS Pharmaceuticals, Inc. | 2,006,451 | $17.1M | 0.10% | |
| 48 | NVTA1EURInvitae Corporation | 8,402,035 | $15.6M | 0.09% | |
| 49 | OPTEYOpthea Limited | 2,691,391 | $14.4M | 0.09% | |
| 50 | ADAPYAdaptimmune Therapeutics plc | 9,830,877 | $14.4M | 0.09% | |
| 51 | CBAYUSDCymaBay Therapeutics, Inc. | 2,170,464 | $13.6M | 0.08% | |
| 52 | ZYMEZymeworks Inc. | 1,708,472 | $13.4M | 0.08% | |
| 53 | WHWKAadi Bioscience, Inc. | 989,928 | $12.7M | 0.08% | |
| 54 | CABACabaletta Bio, Inc. | 1,344,000 | $12.4M | 0.07% | |
| 55 | VSTMVerastem, Inc. | 26,988,898 | $10.9M | 0.07% | |
| 56 | ALTAltimmune, Inc. | 653,562 | $10.8M | 0.06% | |
| 57 | STOKStoke Therapeutics, Inc. | 1,108,913 | $10.2M | 0.06% | |
| 58 | —CinCor Pharma, Inc. | 807,212 | $9.9M | 0.06% | |
| 59 | VORVor Biopharma Inc. | 1,465,925 | $9.7M | 0.06% | |
| 60 | RNAAvidity Biosciences, Inc. | 434,782 | $9.6M | 0.06% | |
| 61 | PACBPacific Biosciences of California, Inc. | 1,127,782 | $9.2M | 0.06% | |
| 62 | —POINT Biopharma Global Inc. | 1,169,103 | $8.5M | 0.05% | |
| 63 | RETAEURReata Pharmaceuticals, Inc. | 223,976 | $8.5M | 0.05% | |
| 64 | SMMTSummit Therapeutics Inc. | 2,000,000 | $8.5M | 0.05% | |
| 65 | VERUEURVeru Inc. | 1,609,579 | $8.5M | 0.05% | |
| 66 | —Affimed N.V. | 6,596,830 | $8.2M | 0.05% | |
| 67 | —Invitae Corporation | 10,300,000 | $8.1M | 0.05% | |
| 68 | CMPXCompass Therapeutics, Inc. | 1,557,630 | $7.8M | 0.05% | |
| 69 | DSGNDesign Therapeutics, Inc. | 692,131 | $7.1M | 0.04% | |
| 70 | BHVNBiohaven Ltd. | 476,190 | $6.6M | 0.04% | |
| 71 | VERAVera Therapeutics, Inc. | 333,333 | $6.4M | 0.04% | |
| 72 | ALECAlector, Inc. | 681,991 | $6.3M | 0.04% | |
| 73 | MGNXMacroGenics, Inc. | 892,579 | $6.0M | 0.04% | |
| 74 | —Athira Pharma, Inc. | 1,879,836 | $6.0M | 0.04% | |
| 75 | IPSCCentury Therapeutics, Inc. | 1,149,340 | $5.9M | 0.04% | |
| 76 | ROIVRoivant Sciences Ltd. | 716,653 | $5.7M | 0.03% | |
| 77 | TNGXTango Therapeutics, Inc. | 750,000 | $5.4M | 0.03% | |
| 78 | RVMDRevolution Medicines, Inc. | 222,222 | $5.3M | 0.03% | |
| 79 | EWTXEdgewise Therapeutics, Inc. | 500,000 | $4.5M | 0.03% | |
| 80 | PRAXPraxis Precision Medicines, Inc. | 1,830,315 | $4.4M | 0.03% | |
| 81 | TCRXTScan Therapeutics, Inc. | 2,784,792 | $4.3M | 0.03% | |
| 82 | VSAREURAravive, Inc. | 3,261,224 | $4.3M | 0.03% | |
| 83 | CYTCyteir Therapeutics, Inc. | 2,492,118 | $4.1M | 0.02% | |
| 84 | NTRANatera, Inc. | 100,000 | $4.0M | 0.02% | |
| 85 | —Talis Biomedical Corporation | 7,624,835 | $3.4M | 0.02% | |
| 86 | TILInstil Bio, Inc. | 5,273,789 | $3.3M | 0.02% | |
| 87 | XNCRXencor, Inc. | 123,127 | $3.2M | 0.02% | |
| 88 | 5E7iTeos Therapeutics, Inc. | 150,346 | $2.9M | 0.02% | |
| 89 | KALAKala Pharmaceuticals, Inc. | 76,813 | $2.9M | 0.02% | |
| 90 | BCELAtreca, Inc. | 3,532,760 | $2.8M | 0.02% | |
| 91 | HOOKGBPHOOKIPA Pharma Inc. | 3,475,535 | $2.8M | 0.02% | |
| 92 | PMVPPMV Pharmaceuticals, Inc. | 322,024 | $2.8M | 0.02% | |
| 93 | ATRAGBXAtara Biotherapeutics, Inc. | 744,186 | $2.4M | 0.01% | |
| 94 | NKTXNkarta, Inc. | 400,000 | $2.4M | 0.01% | |
| 95 | PCVXVaxcyte, Inc. | 48,885 | $2.3M | 0.01% | |
| 96 | 698Achilles Therapeutics plc | 2,591,366 | $2.3M | 0.01% | |
| 97 | FATEFate Therapeutics, Inc. | 215,695 | $2.2M | 0.01% | |
| 98 | ALGSAligos Therapeutics, Inc. | 2,076,400 | $2.0M | 0.01% | |
| 99 | —Neoleukin Therapeutics, Inc. | 3,821,740 | $1.9M | 0.01% | |
| 100 | KRON1USDKronos Bio, Inc. | 1,198,151 | $1.9M | 0.01% |
Page 1 of 2Next