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BAKER BROS. ADVISORS LP

NEW YORK, NY · CIK 0001263508

Portfolio Value: $20.55B
Positions: 121
Period: 2021-12-31
Filed: 2022-02-14
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

$20.55B

Positions

121

New

4

Increased

18

Decreased

9

Sold Out

254

BAKER BROS. ADVISORS LP Q4 2021 13F Filing Summary

BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $20.55B across 121 positions in their Q4 2021 SEC 13F filing (period ending 2021-12-31). Top holdings include SE ($7.25B), ONC ($3.16B), INCY ($2.47B). The top 10 positions account for 83.5% of the portfolio. This quarter saw 4 new positions, 18 increases, 9 reductions, 254 complete exits. Notable new buys: TRDA ($80.54M), TSVT ($21.36M), FGEN ($8.18M). Notable exits: BMRN, MIRM, AUPH.

All Holdings

#StockValue↓WeightChange
1
SESeagen Inc.
COM
$7.25B
35.27%
-0.8%
2
ONCBeiGene, Ltd.
SPONSORED ADR
$3.16B
15.38%
-
3
INCYIncyte Corporation
COM
$2.47B
12.01%
+5.0%
4
KODKodiak Sciences Inc.
COM
$1.24B
6.06%
-
5
ACADACADIA Pharmaceuticals Inc.
COM
$978.20M
4.76%
-
6
BMRNBioMarin Pharmaceutical Inc.
COM
$673.27M
3.28%
-
7
ASNDAscendis Pharma A/S
SPONSORED ADR
$610.98M
2.97%
-
8
ARGXargenx SE
SPONSORED ADR
$392.06M
1.91%
-
9
ATIMirati Therapeutics, Inc.
COM
$206.80M
1.01%
-
10
BCRXBioCryst Pharmaceuticals, Inc.
COM
$176.04M
0.86%
-
11
KYMRKymera Therapeutics, Inc.
COM
$151.41M
0.74%
-
12
Invitae Corporation
COM
$150.77M
0.73%
-
13
ABCLAbCellera Biologics Inc.
COM
$149.44M
0.73%
-
14
MDGLMadrigal Pharmaceuticals, Inc.
COM
$127.04M
0.62%
-
15
PRLDPrelude Therapeutics Inc.
COM
$126.04M
0.61%
-
16
LEGNLegend Biotech Corporation
SPONSORED ADS
$116.01M
0.56%
+5.3%
17
PACBPacific Biosciences of California, Inc.
COM
$111.40M
0.54%
-
18
THCHGlobal Blood Therapeutics, Inc.
COM
$97.02M
0.47%
+3.0%
19
CERSCerus Corporation
COM
$93.39M
0.45%
-
20
IGMSIGM Biosciences, Inc.
COM
$92.57M
0.45%
-
21
IMCRImmunocore Holdings plc
ADS
$86.31M
0.42%
-
22
TVTXTravere Therapeutics, Inc.
COM
$82.85M
0.40%
+30.9%
23
TRDAEntrada Therapeutics, Inc.
COM
$80.54M
0.39%
New
24
HRTXHeron Therapeutics, Inc.
COM
$74.24M
0.36%
-
25
AMRNAmarin Corporation plc
SPONSORED ADR
$71.34M
0.35%
-3.1%
26
NRIXNurix Therapeutics, Inc.
COM
$71.05M
0.35%
-
27
TILInstil Bio, Inc.
COM
$66.62M
0.32%
-
28
MRUSMerus N.V.
COM
$64.79M
0.32%
-
29
THCHHorizon Therapeutics Public Ltd Co
SHS
$64.56M
0.31%
-
30
IMTXImmatics N.V.
SHS
$59.45M
0.29%
-
31
ChemoCentryx, Inc.
COM
$59.39M
0.29%
+441.6%
32
INSMInsmed Incorporated
COM PAR $.01
$58.73M
0.29%
-
33
NBIXNeurocrine Biosciences, Inc.
COM
$57.66M
0.28%
-
34
KRYSKrystal Biotech, Inc.
COM
$56.50M
0.27%
+32.9%
35
VERVVerve Therapeutics, Inc.
COM
$52.23M
0.25%
-
36
APLSApellis Pharmaceuticals, Inc.
Note 3.5% 9/15/2026
$47.97M
0.23%
-32.1%
37
VSTMVerastem, Inc.
COM
$44.06M
0.21%
-
38
INSMInsmed Incorporated
Note 0.75% 6/1/2028
$43.34M
0.21%
-
39
SRPTSarepta Therapeutics, Inc.
DBCV 1.5% 11/15/2024
$42.70M
0.21%
-
40
RYTMRhythm Pharmaceuticals, Inc.
COM
$38.55M
0.19%
-
41
THCHChinook Therapeutics, Inc.
COM
$38.07M
0.19%
+22.6%
42
RAREUltragenyx Pharmaceutical Inc.
COM
$37.37M
0.18%
-
43
ADAPAdaptimmune Therapeutics plc
SPONSORED ADR
$36.87M
0.18%
-
44
ALKSAlkermes plc
SHS
$34.89M
0.17%
+22.1%
45
KNSAKiniksa Pharmaceuticals, Ltd.
COM CL A
$32.95M
0.16%
-
46
DSGNDesign Therapeutics, Inc.
COM
$30.76M
0.15%
-
47
MEDGTalis Biomedical Corporation
COM
$30.58M
0.15%
+0.7%
48
THCHForma Therapeutics Holdings, Inc.
SHS
$28.79M
0.14%
-
49
ZYMEZymeworks Inc.
COM
$28.00M
0.14%
-
50
BLUEbluebird bio, Inc.
COM
$24.97M
0.12%
-
Showing 1-50 of 121

Position Changes

StockValueShares
TRDAEntrada Therapeutics, Inc.
$80.54M4,704,419
TSVT2seventy bio, Inc.
$21.36M833,236
FGENFibroGen, Inc.
$8.18M580,150
FHTXFoghorn Therapeutics Inc.
$1.03M45,027