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BAKER BROS. ADVISORS LP

NEW YORK, NY · CIK 0001263508

Portfolio Value: $12.21B
Positions: 93
Period: 2018-12-31
Filed: 2019-02-13
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

$12.21B

Positions

93

New

5

Increased

13

Decreased

20

Sold Out

165

BAKER BROS. ADVISORS LP Q4 2018 13F Filing Summary

BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $12.21B across 93 positions in their Q4 2018 SEC 13F filing (period ending 2018-12-31). Top holdings include SE ($2.89B), INCY ($2.18B), ONC ($1.68B). The top 10 positions account for 86.1% of the portfolio. This quarter saw 5 new positions, 13 increases, 20 reductions, 165 complete exits. Notable new buys: KOD ($64.93M), MRKR ($8.32M), OLO ($2.64M). Notable exits: BMRN, Corsicanto II Designated Activity Company, NDOI.

All Holdings

#StockValue↓WeightChange
1
SESeattle Genetics, Inc.
COM
$2.89B
23.68%
-
2
INCYIncyte Corporation
COM
$2.18B
17.83%
+0.0%
3
ONCBeiGene, Ltd.
SPONSORED ADR
$1.68B
13.74%
-
4
Alexion Pharmaceuticals, Inc.
COM
$833.00M
6.82%
-
5
THCHGenomic Health, Inc.
COM
$756.43M
6.19%
-14.8%
6
BMRNBioMarin Pharmaceutical Inc.
COM
$646.23M
5.29%
+0.1%
7
ACADACADIA Pharmaceuticals Inc.
COM
$642.17M
5.26%
+39.6%
8
AMRNAmarin Corporation plc
SPONSORED ADR
$579.69M
4.75%
+25.0%
9
ASNDAscendis Pharma A/S
SPONSORED ADR
$177.76M
1.46%
-
10
MDGLMadrigal Pharmaceuticals, Inc.
COM
$131.80M
1.08%
-
11
HRTXHeron Therapeutics, Inc.
COM
$130.17M
1.07%
-0.1%
12
BCRXBioCryst Pharmaceuticals, Inc.
COM
$121.88M
1.00%
-
13
ATIMirati Therapeutics, Inc.
COM
$106.62M
0.87%
-
14
ARGXargenx SE
SPONSORED ADR
$97.95M
0.80%
-
15
KNSAKiniksa Pharmaceuticals, Ltd.
COM CL A
$84.27M
0.69%
-
16
RYTMRhythm Pharmaceuticals, Inc.
COM
$72.80M
0.60%
-
17
ARRYArray BioPharma Inc.
COM
$71.84M
0.59%
-10.9%
18
KODKodiak Sciences Inc.
COM
$64.93M
0.53%
New
19
NBIXNeurocrine Biosciences, Inc.
NOTE 2.25% 5/15/2024
$63.43M
0.52%
+432.7%
20
CERSCerus Corporation
COM
$54.50M
0.45%
-
21
PARSpark Therapeutics, Inc.
COM
$54.17M
0.44%
-
22
NBIXNeurocrine Biosciences, Inc.
COM
$52.16M
0.43%
-22.7%
23
Principia Biopharma Inc.
COM
$48.97M
0.40%
-
24
Clementia Pharmaceuticals Inc.
COM
$43.80M
0.36%
+92.6%
25
Invitae Corporation
COM
$43.16M
0.35%
-53.5%
26
GW Pharmaceuticals plc
ADS
$41.72M
0.34%
+8.0%
27
THCHCymaBay Therapeutics, Inc.
COM
$38.70M
0.32%
-
28
Tricida, Inc.
COM
$37.73M
0.31%
-
29
DBV Technologies S.A.
SPONSORED ADR
$35.37M
0.29%
-
30
ZYMEZymeworks Inc.
COM
$25.08M
0.21%
+30.3%
31
INSMInsmed Incorporated
COM PAR $.01
$24.30M
0.20%
-
32
Aquinox Pharmaceuticals, Inc.
COM
$23.62M
0.19%
-
33
THCHAudentes Therapeutics, Inc.
COM
$19.41M
0.16%
+131.5%
34
QUREuniQure N.V.
SHS
$17.44M
0.14%
-
35
KRYSKrystal Biotech, Inc.
COM
$16.31M
0.13%
+584.3%
36
MRUSMerus N.V.
COM
$16.24M
0.13%
-
37
THCHAimmune Therapeutics, Inc.
COM
$16.12M
0.13%
-
38
XNCRXencor, Inc.
COM
$15.92M
0.13%
-26.9%
39
SLDBSolid Biosciences Inc.
COM
$15.76M
0.13%
-
40
MyoKardia, Inc.
COM
$15.40M
0.13%
-11.7%
41
ABEOAbeona Therapeutics Inc.
COM
$15.02M
0.12%
-3.7%
42
MIRARa Pharmaceuticals, Inc.
COM
$14.98M
0.12%
+362.5%
43
BMRNBioMarin Pharmaceutical Inc.
NOTE 0.599% 8/1/2024
$14.91M
0.12%
-
44
Idera Pharmaceuticals, Inc.
COM PAR
$13.40M
0.11%
+0.0%
45
THCHAeglea BioTherapeutics, Inc.
COM
$12.84M
0.11%
+23.5%
46
SGMOSangamo Therapeutics, Inc.
COM
$11.48M
0.09%
-22.1%
47
ContraFect Corporation
COM
$10.94M
0.09%
-
48
NVAXNovavax, Inc.
COM
$8.68M
0.07%
-
49
MRKRMarker Therapeutics, Inc.
COM
$8.32M
0.07%
New
50
Bellicum Pharmaceuticals, Inc.
COM
$7.82M
0.06%
-
Showing 1-50 of 93

Position Changes

StockValueShares
KODKodiak Sciences Inc.
$64.93M9,145,115
MRKRMarker Therapeutics, Inc.
$8.32M1,500,000
OLOSierra Oncology, Inc.
$2.64M2,000,000
THCHOrchard Therapeutics plc
$1.97M125,000
Aravive, Inc.
$1.42M404,384