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BAKER BROS. ADVISORS LP

NEW YORK, NY · CIK 0001263508

Portfolio Value: $9.80B
Positions: 121
Period: 2014-12-31
Filed: 2015-02-17
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014

Portfolio Value

$9.80B

Positions

121

New

121

Increased

0

Decreased

0

Sold Out

0

BAKER BROS. ADVISORS LP Q4 2014 13F Filing Summary

BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $9.80B across 121 positions in their Q4 2014 SEC 13F filing (period ending 2014-12-31). Top holdings include Pharmacyclics Inc. ($1.12B), INCY ($1.09B), Synageva Biopharma Corp. ($989.18M). The top 10 positions account for 73.3% of the portfolio. This quarter saw 121 new positions. Notable new buys: Pharmacyclics Inc. ($1.12B), INCY ($1.09B), Synageva Biopharma Corp. ($989.18M).

All Holdings

#StockValue↓WeightChange
1
Pharmacyclics Inc.
COM
$1.12B
11.39%
New
2
INCYIncyte Corp.
COM
$1.09B
11.08%
New
3
Synageva Biopharma Corp.
COM
$989.18M
10.10%
New
4
SESeattle Genetics, Inc.
COM
$895.20M
9.14%
New
5
NODKAvanir Pharmaceuticals
COM
$652.81M
6.66%
New
6
ACADAcadia Pharmaceuticals Inc.
COM
$650.29M
6.64%
New
7
Salix 2.75% 5/15/15
CONV BONDS
$542.74M
5.54%
New
8
THCHGenomic Health Inc.
COM
$436.59M
4.46%
New
9
ATIIncyte Corporation Notes 1.25% 11/15/2020 144A
CONV BONDS
$421.61M
4.30%
New
10
ATIIncyte Corporation Notes 0.375% 11/15/2018 144A
CONV BONDS
$388.04M
3.96%
New
11
ATIIncyte Corporation Notes 4.75% 10/1/2015 144A
CONV BONDS
$336.18M
3.43%
New
12
BMRNBiomarin Pharmaceuticals
COM
$335.74M
3.43%
New
13
Anacor Pharmaceuticals
COM
$135.60M
1.38%
New
14
BCRXBiocryst Pharmaceuticals Inc.
COM
$130.28M
1.33%
New
15
BMRNBiomarin Pharmaceuticals Notes 1.875% 4/23/2017
CONV BONDS
$102.10M
1.04%
New
16
Bellicum Pharmaceuticals, Inc.
COM
$98.70M
1.01%
New
17
Gilead 1.625% 5/1/16
CONV BONDS
$88.98M
0.91%
New
18
Dyax Corp.
COM
$86.58M
0.88%
New
19
CERSCerus
COM
$73.03M
0.75%
New
20
Salix Pharmaceuticals
COM
$73.02M
0.75%
New
21
THCHAcorda Therapeutics Notes 1.75% 6/15/2021
CONV BONDS
$69.84M
0.71%
New
22
ATIMedivation 2.625% 4/1/17
CONV BONDS
$67.33M
0.69%
New
23
VNDAVanda Pharmaceuticals, Inc.
COM
$64.04M
0.65%
New
24
Xoma Corp.
COM
$60.76M
0.62%
New
25
Xenoport
COM
$60.55M
0.62%
New
26
Versartis Inc.
COM
$51.23M
0.52%
New
27
ATIMirati Therapeutics Inc.
COM
$44.08M
0.45%
New
28
DBV Technologies Inc.
SPONSORED ADR
$41.20M
0.42%
New
29
PRGProgenics Pharmaceuticals, Inc.
COM
$33.64M
0.34%
New
30
Derma Sciences
COM
$32.93M
0.34%
New
31
TGTXTG Therapeutics
COM
$32.48M
0.33%
New
32
THCHAcorda Therapeutics, Inc.
COM
$30.88M
0.32%
New
33
Salix 1.5% 3/15/19
CONV BONDS
$27.34M
0.28%
New
34
HALOHalozyme Therapeutics Inc.
COM
$26.79M
0.27%
New
35
HRTXHeron Therapeutics, Inc.
COM
$26.23M
0.27%
New
36
GILDGilead Sciences Inc.
COM
$24.14M
0.25%
New
37
CPRXCatalyst Pharmaceuticals, Inc.
COM
$19.95M
0.20%
New
38
THCHRepros Therapeutics
COM
$19.94M
0.20%
New
39
AGIOAgios Pharmaceuticals
COM
$18.31M
0.19%
New
40
INSMInsmed Inc.
COM
$17.14M
0.17%
New
41
OMEROmeros Corp.
COM
$16.06M
0.16%
New
42
BMRNBiomarin Pharmaceuticals Notes 0.75% 10/15/2018
CONV BONDS
$14.71M
0.15%
New
43
SGMOSangamo Biosciences, Inc.
COM
$14.53M
0.15%
New
44
BLUEBluebird Bio Inc.
COM
$13.76M
0.14%
New
45
NBIXNeurocrine Biosciences, Inc.
COM
$12.39M
0.13%
New
46
OLOClovis Oncology
COM
$11.35M
0.12%
New
47
MGNXMacrogenics, Inc.
COM
$10.94M
0.11%
New
48
THCHKythera Biopharmaceuticals
COM
$9.93M
0.10%
New
49
XNCRXencor
COM
$9.49M
0.10%
New
50
SEArrowhead Research Corp.
COM
$9.08M
0.09%
New
Showing 1-50 of 121

Position Changes

StockValueShares
Pharmacyclics Inc.
$1.12B9,129,231
INCYIncyte Corp.
$1.09B14,845,559
Synageva Biopharma Corp.
$989.18M10,660,432
SESeattle Genetics, Inc.
$895.20M27,861,720
NODKAvanir Pharmaceuticals
$652.81M38,513,713
ACADAcadia Pharmaceuticals Inc.
$650.29M20,481,442
Salix 2.75% 5/15/15
$542.74M219,440,000
THCHGenomic Health Inc.
$436.59M13,656,318
ATIIncyte Corporation Notes 1.25% 11/15/2020 144A
$421.61M274,500,000
ATIIncyte Corporation Notes 0.375% 11/15/2018 144A
$388.04M259,000,000
ATIIncyte Corporation Notes 4.75% 10/1/2015 144A
$336.18M40,446,000
BMRNBiomarin Pharmaceuticals
$335.74M3,713,950
Anacor Pharmaceuticals
$135.60M4,204,702
BCRXBiocryst Pharmaceuticals Inc.
$130.28M10,713,686
BMRNBiomarin Pharmaceuticals Notes 1.875% 4/23/2017
$102.10M22,898,000
Bellicum Pharmaceuticals, Inc.
$98.70M4,283,732
Gilead 1.625% 5/1/16
$88.98M21,500,000
Dyax Corp.
$86.58M6,157,789
CERSCerus
$73.03M11,702,727
Salix Pharmaceuticals
$73.02M635,321
THCHAcorda Therapeutics Notes 1.75% 6/15/2021
$69.84M60,900,000
ATIMedivation 2.625% 4/1/17
$67.33M34,720,000
VNDAVanda Pharmaceuticals, Inc.
$64.04M4,472,153
Xoma Corp.
$60.76M16,924,013
Xenoport
$60.55M6,903,628
Versartis Inc.
$51.23M2,281,744
ATIMirati Therapeutics Inc.
$44.08M2,380,074
DBV Technologies Inc.
$41.20M1,519,229
PRGProgenics Pharmaceuticals, Inc.
$33.64M4,449,797
Derma Sciences
$32.93M3,537,137
TGTXTG Therapeutics
$32.48M2,050,313
THCHAcorda Therapeutics, Inc.
$30.88M755,534
Salix 1.5% 3/15/19
$27.34M15,000,000
HALOHalozyme Therapeutics Inc.
$26.79M2,776,143
HRTXHeron Therapeutics, Inc.
$26.23M2,607,784
GILDGilead Sciences Inc.
$24.14M256,108
CPRXCatalyst Pharmaceuticals, Inc.
$19.95M6,715,462
THCHRepros Therapeutics
$19.94M2,000,000
AGIOAgios Pharmaceuticals
$18.31M163,393
INSMInsmed Inc.
$17.14M1,107,850
OMEROmeros Corp.
$16.06M648,101
BMRNBiomarin Pharmaceuticals Notes 0.75% 10/15/2018
$14.71M12,500,000
SGMOSangamo Biosciences, Inc.
$14.53M955,332
BLUEBluebird Bio Inc.
$13.76M150,000
NBIXNeurocrine Biosciences, Inc.
$12.39M554,590
OLOClovis Oncology
$11.35M202,630
MGNXMacrogenics, Inc.
$10.94M311,891
THCHKythera Biopharmaceuticals
$9.93M286,255
XNCRXencor
$9.49M591,371
SEArrowhead Research Corp.
$9.08M1,230,802
Aquinox Pharmaceuticals, Inc.
$9.08M1,210,350
AERIEURAerie Pharmaceuticals
$8.74M299,356
THCHProQR Therapeutics NV
$8.67M400,000
THCHOsiris Therapeutics Inc.
$8.16M510,606
Sunesis Pharmaceuticals Inc.
$8.16M3,200,000
La Jolla Pharmaceuticals, Inc.
$7.78M421,631
MIRATekmira Pharmaceuticals Corp.
$7.33M484,156
Celladon Corp
$7.32M375,000
NVAXNovavax Inc.
$7.25M1,223,362
Idera Pharmaceuticals Inc.
$7.18M1,628,172
Foamix Pharmaceuticals Ltd.
$7.16M1,021,600
Chimerix
$6.94M172,414
THCHThreshold Pharma
$6.86M2,155,516
ARRYArray Biopharma Inc.
$6.78M1,433,797
Concert Pharmaceuticals, Inc.
$6.73M505,418
RAREUltragenyx Pharmaceuticals
$6.58M150,000
QLT Inc.
$6.16M1,535,863
Isis Pharmaceuticals, Inc.
$5.95M96,303
STEMStemline Therapeutics Inc.
$5.78M338,671
Achillion
$5.37M438,337
IRWDIronwood Pharmaceuticals
$5.30M346,160
NODKInfinity Pharmaceuticals Inc.
$5.27M312,025
THCHJuno Therapeutics Inc.
$5.22M100,000
Mallinckrodt PUB LTD CO
$4.62M46,666
Alder Biopharmaceutical Inc.
$4.46M153,350
IESCDiscovery Laboratories Inc.
$4.24M3,652,117
FOLDAmicus Therapeutics
$4.01M481,697
Ignyta
$3.91M571,000
LGNDLigand Pharmaceuticals
$3.91M73,400
ENTAEnanta Pharmaceuticals
$3.83M75,357
Epizyme Inc.
$3.81M201,963
Cytrx Corp.
$3.70M1,350,000
KPTIKaryopharm Therapeutics
$3.52M94,095
Neuroderm Ltd.
$3.51M250,000
THCHCelsus Therapeutics
$3.23M673,887
NODKZogenix, Inc.
$3.22M2,350,400
Synergy Pharmaceuticals
$2.97M973,245
Receptos Inc.
$2.93M23,900
APTOFAptose Biosciences, Inc.
$2.83M479,164
ATIFoundation Medicine Inc.
$2.80M126,147
SAGESage Therapeutics Inc.
$2.75M75,000
THCHMast Therapeutics, Inc.
$2.67M4,774,434
PLXProtalix Biotherapeutics, Inc. Notes 4.5% 9/15/18
$2.65M3,500,000
LPCNLipocine Inc.
$2.63M500,000
AUPHAurinia Pharmaceuticals, Inc.
$2.60M727,669
BioDelivery Sciences Intl. Inc.
$2.52M210,021
AFMDQAffimed Therapeutics B.V.
$2.48M400,000
Biota Pharmaceuticals
$2.48M1,106,910
OSUROrasure Technologies Inc.
$2.38M234,664
NUMarinus Pharmaceuticals Inc.
$2.16M204,476
Dermira
$1.81M100,000
THCHProteon Therapeutics, Inc.
$1.80M172,917
THCHOphthotech Corp.
$1.65M36,776
MDWDMediwound Ltd.
$1.50M225,000
PTNTPalatin Technologies Inc.
$1.50M2,050,000
Synta Pharmaceuticals
$1.32M500,000
GERNGeron Corp.
$1.31M402,629
Achaogen Inc.
$1.30M100,000
OLOLoxo Oncology Inc.
$1.18M100,000
Tesaro Inc.
$1.16M31,218
ALNYAlnylam Pharmaceuticals, Inc.
$1.13M11,600
Acceleron Pharma Inc.
$1.12M28,765
RIGLRigel Pharmaceuticals
$1.09M481,972
Alcobra Ltd.
$1.08M289,871
OLOZiopharm Oncology Inc.
$982.00K193,640
THCHFive Prime Therapeutics Inc.
$535.00K19,823
QUREUniQure B.V.
$454.00K30,672
Chemocentryx Inc.
$342.00K50,000
CYCCCyclacel Pharmaceuticals Pfd. Conv. Ex 6%
$82.00K13,253
THCHAsterias Biotherapeutics, Inc.
$54.00K16,775
Biotime Inc. Rights
$22.00K20,525