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BAKER BROS. ADVISORS LP

NEW YORK, NY · CIK 0001263508

Portfolio Value: $11.54B
Positions: 123
Period: 2017-12-31
Filed: 2018-02-14
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

$11.54B

Positions

123

New

5

Increased

25

Decreased

12

Sold Out

106

BAKER BROS. ADVISORS LP Q4 2017 13F Filing Summary

BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $11.54B across 123 positions in their Q4 2017 SEC 13F filing (period ending 2017-12-31). Top holdings include INCY ($3.24B), SE ($2.45B), Alexion Pharmaceuticals, Inc. ($1.02B). The top 10 positions account for 81.7% of the portfolio. This quarter saw 5 new positions, 25 increases, 12 reductions, 106 complete exits. Notable new buys: ABQQ ($103.99M), Erytech Pharma S.A. ($68.04M), RYTM ($59.55M). Notable exits: ARRY, THCH, ATI.

All Holdings

#StockValue↓WeightChange
1
INCYIncyte Corporation
COM
$3.24B
28.10%
+0.0%
2
SESeattle Genetics, Inc.
COM
$2.45B
21.20%
-
3
Alexion Pharmaceuticals, Inc.
COM
$1.02B
8.87%
-
4
ACADACADIA Pharmaceuticals Inc.
COM
$819.85M
7.11%
+5.5%
5
BMRNBioMarin Pharmaceutical Inc.
COM
$676.18M
5.86%
+28.4%
6
THCHGenomic Health, Inc.
COM
$471.31M
4.09%
+0.0%
7
ONCBeiGene, Ltd.
SPONSORED ADR
$376.15M
3.26%
-1.3%
8
DBV Technologies S.A.
SPONSORED ADR
$135.53M
1.17%
-
9
Aquinox Pharmaceuticals, Inc.
COM
$128.59M
1.11%
-
10
ASNDAscendis Pharma A/S
SPONSORED ADR
$104.91M
0.91%
+11.5%
11
ABQQAblynx NV
SPONSORED ADR
$103.99M
0.90%
New
12
SAGESage Therapeutics, Inc.
COM
$101.55M
0.88%
+52.0%
13
AMRNAmarin Corporation plc
SPONSORED ADR NEW
$90.91M
0.79%
-
14
AveXis, Inc.
COM
$85.77M
0.74%
-
15
NBIXNeurocrine Biosciences, Inc.
COM
$77.95M
0.68%
+62.9%
16
ARRYArray BioPharma Inc.
COM
$72.40M
0.63%
+8.5%
17
PARSpark Therapeutics, Inc.
COM
$71.17M
0.62%
-
18
BCRXBioCryst Pharmaceuticals, Inc.
COM
$68.73M
0.60%
-
19
Erytech Pharma S.A.
SPONSORED ADR
$68.04M
0.59%
New
20
Invitae Corporation
COM
$66.18M
0.57%
-
21
ARGXargenx SE
SPONSORED ADR
$60.73M
0.53%
+861.8%
22
RYTMRhythm Pharmaceuticals, Inc.
COM
$59.55M
0.52%
New
23
MDGLMadrigal Pharmaceuticals, Inc.
COM
$56.51M
0.49%
+965.9%
24
HRTXHeron Therapeutics, Inc.
COM
$55.40M
0.48%
+9.8%
25
ATIMirati Therapeutics, Inc.
COM
$46.53M
0.40%
+12.4%
26
EXELExelixis, Inc.
COM
$45.80M
0.40%
-27.6%
27
Bellicum Pharmaceuticals, Inc.
COM
$42.32M
0.37%
-
28
NVAXNovavax, Inc.
Note 3.75% 2/1/2023
$40.86M
0.35%
-
29
Idera Pharmaceuticals, Inc.
COM NEW
$38.65M
0.33%
+77.7%
30
Ignyta, Inc.
COM
$36.96M
0.32%
+6.5%
31
BLUEbluebird bio, Inc.
COM
$35.62M
0.31%
-17.2%
32
SGMOSangamo Therapeutics, Inc.
COM
$34.66M
0.30%
-
33
CERSCerus Corporation
COM
$32.94M
0.29%
-
34
HALOHalozyme Therapeutics, Inc.
COM
$32.04M
0.28%
-
35
ABEOAbeona Therapeutics Inc.
COM
$31.45M
0.27%
+17.8%
36
THCHAcorda Therapeutics, Inc.
NOTE 1.75% 6/15/2021
$29.75M
0.26%
-
37
GW Pharmaceuticals plc
ADS
$29.28M
0.25%
+195.7%
38
THCHCymaBay Therapeutics, Inc.
COM
$27.52M
0.24%
-
39
THCHAimmune Therapeutics, Inc.
COM
$25.49M
0.22%
-
40
GLPGGalapagos NV
SPONSORED ADR
$24.37M
0.21%
-
41
CPRXCatalyst Pharmaceuticals, Inc.
COM
$22.88M
0.20%
+14.7%
42
MRUSMerus N.V.
COM
$22.50M
0.20%
-
43
NTLAIntellia Therapeutics, Inc.
COM
$22.02M
0.19%
+7.8%
44
INSMInsmed Incorporated
COM PAR $.01
$21.83M
0.19%
-
45
XNCRXencor, Inc.
COM
$19.12M
0.17%
-
46
PRGProgenics Pharmaceuticals, Inc.
COM
$18.75M
0.16%
-
47
ANABAnaptysBio, Inc.
COM
$18.27M
0.16%
+62.8%
48
AERIEURAerie Pharmaceuticals, Inc.
COM
$17.89M
0.16%
-
49
ImmunoGen, Inc.
COM
$16.43M
0.14%
-4.6%
50
MyoKardia, Inc.
COM
$14.96M
0.13%
-
Showing 1-50 of 123

Position Changes

StockValueShares
ABQQAblynx NV
$103.99M4,161,118
Erytech Pharma S.A.
$68.04M3,090,069
RYTMRhythm Pharmaceuticals, Inc.
$59.55M2,049,020
NKTRNektar Therapeutics
$10.27M171,934
IFRXInflaRx N.V.
$4.19M200,000