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Baker Bros. Advisors, run by brothers Julian and Felix Baker, is one of the most successful long-term biotech investors. It holds concentrated, multi-year positions in drug developers, sized on deep scientific due diligence rather than short-term catalysts.
INCY
Incyte Corporation
COM
$3.49B
17.5% of portfolio
ONC
BeOne Medicines Ltd.
SPONSORED ADS
$2.51B
12.6% of portfolio
RVMD
Revolution Medicines, Inc.
COM
$2.14B
10.7% of portfolio
MDGL
Madrigal Pharmaceuticals, Inc.
COM
$1.15B
5.8% of portfolio
ACAD
ACADIA Pharmaceuticals Inc.
COM
$1.09B
5.4% of portfolio
KYMR
Kymera Therapeutics, Inc.
COM
$992.73M
5.0% of portfolio
INSM
Insmed Incorporated
COM PAR $.01
$937.84M
4.7% of portfolio
CELC
Celcuity Inc.
COM
$828.15M
4.2% of portfolio
KOD
Kodiak Sciences Inc.
COM
$776.05M
3.9% of portfolio
RYTM
Rhythm Pharmaceuticals, Inc.
COM
$622.27M
3.1% of portfolio