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BAKER BROS. ADVISORS LP

NEW YORK, NY · CIK 0001263508

Portfolio Value: $16.65B
Positions: 113
Period: 2022-12-31
Filed: 2023-02-14
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

$16.65B

Positions

113

New

11

Increased

20

Decreased

9

Sold Out

289

BAKER BROS. ADVISORS LP Q4 2022 13F Filing Summary

BAKER BROS. ADVISORS LP (NEW YORK, NY) reported a portfolio value of $16.65B across 113 positions in their Q4 2022 SEC 13F filing (period ending 2022-12-31). Top holdings include SE ($6.03B), INCY ($2.90B), ONC ($2.57B). The top 10 positions account for 87.0% of the portfolio. This quarter saw 11 new positions, 20 increases, 9 reductions, 289 complete exits. Notable new buys: SWTX ($39.76M), PRME ($19.11M), ZYME ($13.43M). Notable exits: Otonomy, Inc., AMRN, THCH.

All Holdings

#StockValue↓WeightChange
1
SESeagen Inc.
COM
$6.03B
36.21%
-
2
INCYIncyte Corporation
COM
$2.90B
17.44%
+0.0%
3
ONCBeiGene, Ltd.
SPONSORED ADR
$2.57B
15.41%
-
4
BMRNBioMarin Pharmaceutical Inc.
COM
$788.64M
4.74%
-
5
ACADACADIA Pharmaceuticals Inc.
COM
$667.42M
4.01%
-
6
ASNDAscendis Pharma A/S
SPONSORED ADR
$605.14M
3.63%
+2.1%
7
MDGLMadrigal Pharmaceuticals, Inc.
COM
$448.47M
2.69%
+3.1%
8
RYTMRhythm Pharmaceuticals, Inc.
COM
$185.05M
1.11%
+4.8%
9
BCRXBioCryst Pharmaceuticals, Inc.
COM
$145.92M
0.88%
-
10
IMCRImmunocore Holdings plc
ADS
$143.86M
0.86%
-
11
AKROAkero Therapeutics, Inc.
COM
$129.79M
0.78%
-
12
REPLReplimune Group, Inc.
COM
$124.53M
0.75%
+17.6%
13
KODKodiak Sciences Inc.
COM
$123.94M
0.74%
-
14
THCHHorizon Therapeutics Public Ltd Co
SHS
$110.35M
0.66%
-
15
ARGXargenx SE
SPONSORED ADR
$106.13M
0.64%
-
16
ABCLAbCellera Biologics Inc.
COM
$105.86M
0.64%
-
17
KYMRKymera Therapeutics, Inc.
COM
$71.88M
0.43%
-
18
THCHChinook Therapeutics, Inc.
COM
$66.39M
0.40%
-
19
TRDAEntrada Therapeutics, Inc.
COM
$65.79M
0.40%
-
20
ATIMirati Therapeutics, Inc.
COM
$63.88M
0.38%
-
21
PRLDPrelude Therapeutics Inc.
COM
$61.15M
0.37%
-
22
CERSCerus Corporation
COM
$58.65M
0.35%
-
23
THCHAerovate Therapeutics, Inc.
COM
$57.92M
0.35%
-0.1%
24
IGMSIGM Biosciences, Inc.
COM
$53.69M
0.32%
-
25
IMTXImmatics N.V.
SHS
$45.18M
0.27%
+17.3%
26
NRIXNurix Therapeutics, Inc.
COM
$42.63M
0.26%
-
27
KNSAKiniksa Pharmaceuticals, Ltd.
COM CL A
$41.94M
0.25%
-
28
SWTXSpringWorks Therapeutics, Inc.
COM
$39.76M
0.24%
New
29
IDYAIDEAYA Biosciences, Inc.
COM
$30.31M
0.18%
-
30
DNLIDenali Therapeutics Inc.
COM
$30.28M
0.18%
+84.9%
31
XENEXenon Pharmaceuticals Inc.
COM
$29.64M
0.18%
-
32
VERVVerve Therapeutics, Inc.
COM
$27.41M
0.16%
-
33
THCHDICE Therapeutics, Inc.
COM
$26.90M
0.16%
+46.6%
34
TVTXTravere Therapeutics, Inc.
COM
$25.77M
0.15%
-62.9%
35
BCYCBicycle Therapeutics plc
SPONSORED ADS
$24.98M
0.15%
-
36
ANABAnaptysBio, Inc.
COM
$24.05M
0.14%
+81.6%
37
KRYSKrystal Biotech, Inc.
COM
$23.98M
0.14%
-28.3%
38
DBV Technologies S.A.
SPONSORED ADR
$22.36M
0.13%
-
39
FGENFibroGen, Inc.
COM
$22.03M
0.13%
+68.6%
40
RAREUltragenyx Pharmaceutical Inc.
COM
$21.82M
0.13%
-
41
HRTXHeron Therapeutics, Inc.
COM
$20.33M
0.12%
-
42
TSVT2seventy bio, Inc.
COM
$19.33M
0.12%
-
43
INSMInsmed Incorporated
Note 0.75% 6/1/2028
$19.23M
0.12%
-41.3%
44
PRMEPrime Medicine, Inc.
COM
$19.11M
0.11%
New
45
BMEABiomea Fusion, Inc.
COM
$17.74M
0.11%
-
46
BLUEbluebird bio, Inc.
COM
$17.30M
0.10%
-
47
THCHARS Pharmaceuticals, Inc.
COM
$17.12M
0.10%
+0.0%
48
Invitae Corporation
COM
$15.63M
0.09%
-
49
THCHOpthea Limited
SPONSORED ADS
$14.43M
0.09%
-
50
ADAPAdaptimmune Therapeutics plc
SPONSORED ADR
$14.35M
0.09%
-
Showing 1-50 of 113

Position Changes

StockValueShares
SWTXSpringWorks Therapeutics, Inc.
$39.76M1,528,538
PRMEPrime Medicine, Inc.
$19.11M1,028,466
ZYMEZymeworks Inc.
$13.43M1,708,472
RNAMAvidity Biosciences, Inc.
$9.65M434,782
SMMTSummit Therapeutics Inc.
$8.50M2,000,000
CMPXCompass Therapeutics, Inc.
$7.83M1,557,630
BHVNBiohaven Ltd.
$6.61M476,190
ROIVRoivant Sciences Ltd.
$5.73M716,653
PRAXPraxis Precision Medicines, Inc.
$4.36M1,830,315
KALAKala Pharmaceuticals, Inc.
$2.93M76,813
PCVXVaxcyte, Inc.
$2.34M48,885