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Livermore
Livermore
ZHEN

Baker Bros. Advisors LP

SEC CIK
0001263508
Latest filing
Aug 14, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
122
+2 vs. Q2 2021
Portfolio value
$22.8B
+$1.74M (0.0%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of Baker Bros. Advisors LP in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
SGENSeagen Inc.COM47,288,259$8.03B35.3%00.0%UnchangedHistory
ONCBeOne Medicines Ltd.ADR11,668,897$4.24B18.6%00.0%UnchangedHistory
INCYIncyte CorpCOM32,022,125$2.20B9.7%+3930.0%AddedHistory
KODKodiak Sciences Inc.COM14,681,304$1.41B6.2%+543,423+3.8%AddedHistory
ASNDAscendis Pharma A/SSPONSORED ADR4,541,604$723.9M3.2%+1,001,334+28.3%AddedHistory
ACADAcadia Pharmaceuticals IncCOM41,910,704$696.1M3.1%00.0%UnchangedHistory
BMRNBiomarin Pharmaceutical IncCOM7,620,494$589.0M2.6%+31,200+0.4%AddedHistory
ARGXArgenx SESPONSORED ADR1,119,557$338.1M1.5%00.0%UnchangedHistory
PRLDPrelude Therapeutics IncCOM10,123,824$316.4M1.4%00.0%UnchangedHistory
NVTAInvitae CorpCOM9,873,488$280.7M1.2%−375,087−3.7%ReducedHistory
MRTXMirati Therapeutics, Inc.COM1,409,784$249.4M1.1%00.0%UnchangedHistory
ABCLAbCellera Biologics Inc.COM10,450,180$209.4M0.9%00.0%UnchangedHistory
IGMSIGM Biosciences, Inc.COM3,156,102$207.5M0.9%00.0%UnchangedHistory
BCRXBiocryst Pharmaceuticals IncCOM12,710,818$182.7M0.8%00.0%UnchangedHistory
KYMRKymera Therapeutics, Inc.COM2,384,742$140.1M0.6%+425,531+21.7%AddedHistory
PACBPacific Biosciences of California, Inc.COM5,444,963$139.1M0.6%+2,242,991+70.1%AddedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM1,499,213$119.6M0.5%00.0%UnchangedHistory
LEGNLegend Biotech CorpSPONSORED ADS2,364,003$119.5M0.5%+699,469+42.0%AddedHistory
AMRNAmarin Corp PLCSPONS ADR NEW21,856,032$111.5M0.5%−4,597,390−17.4%ReducedHistory
IMCRImmunocore Holdings plcADS2,520,730$93.4M0.4%00.0%UnchangedHistory
HRTXHeron Therapeutics, Inc.COM8,131,678$86.9M0.4%00.0%UnchangedHistory
CERSCerus CorpCOM13,713,195$83.5M0.4%00.0%UnchangedHistory
GBTGlobal Blood Therapeutics, Inc.COM3,217,441$82.0M0.4%00.0%UnchangedHistory
ALLKAllakos Inc.COM703,050$74.4M0.3%00.0%UnchangedHistory
NRIXNurix Therapeutics, Inc.COM2,454,082$73.5M0.3%00.0%UnchangedHistory
DBVTDBV Technologies S.A.SPONSORED ADR14,614,264$71.6M0.3%00.0%UnchangedHistory
TILInstil Bio, Inc.COM3,893,700$69.6M0.3%00.0%UnchangedHistory
VERVVerve Therapeutics, Inc.COM1,416,530$66.6M0.3%00.0%UnchangedHistory
VSTMVerastem, Inc.COM21,491,630$66.2M0.3%00.0%UnchangedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS599,110$65.6M0.3%00.0%UnchangedHistory
NBIXNeurocrine Biosciences IncStock676,975$64.9M0.3%00.0%UnchangedHistory
INSMINSMED IncCOM PAR $.012,156,001$59.4M0.3%00.0%UnchangedHistory
IMTXImmatics N.V.SHS4,423,731$57.5M0.3%+140,793+3.3%AddedHistory
Apellis Pharmaceuticals, Inc.03753UAB2NOTE 3.500% 9/1–$57.3M0.3%–––
ADAPYAdaptimmune Therapeutics PLCSPONDS ADR9,830,877$50.8M0.2%00.0%UnchangedHistory
RYTMRhythm Pharmaceuticals, Inc.COM3,863,239$50.5M0.2%00.0%UnchangedHistory
ZYMEZymeworks Inc.COM1,708,472$49.6M0.2%00.0%UnchangedHistory
TVTXTravere Therapeutics, Inc.COM2,039,772$49.5M0.2%+1,852,857+991.3%AddedHistory
BLUEbluebird bio, Inc.COM2,499,715$47.8M0.2%+2,272,727+1,001.3%AddedHistory
TLISTalis Biomedical CorpCOM7,574,835$47.3M0.2%00.0%UnchangedHistory
FMTXForma Therapeutics Holdings, Inc.SHS2,024,876$47.0M0.2%00.0%UnchangedHistory
MRUSMerus N.V.COM2,037,469$44.8M0.2%00.0%UnchangedHistory
INSMED Inc457669AB5NOTE 0.750% 6/0–$43.8M0.2%–––
Sarepta Therapeutics, Inc.803607AB6DBCV 1.500%11/1–$43.2M0.2%–––
RAREUltragenyx Pharmaceutical Inc.COM444,444$40.1M0.2%00.0%UnchangedHistory
ALKSAlkermes plc.SHS1,228,170$37.9M0.2%00.0%UnchangedHistory
FLGTFulgent Genetics, Inc.COM401,016$36.1M0.2%00.0%UnchangedHistory
JBIOJade Biosciences, Inc.COM1,652,171$34.7M0.2%+223,600+15.7%AddedHistory
ALGSAligos Therapeutics, Inc.COM2,076,400$32.2M0.1%+466,400+29.0%AddedHistory
KNSAKiniksa Pharmaceuticals International, plcCOM CL A2,799,577$31.9M0.1%00.0%UnchangedHistory
KRYSKrystal Biotech, Inc.COM607,735$31.7M0.1%00.0%UnchangedHistory
Tricida, Inc.89610FAB7NOTE 3.500% 5/1–$31.4M0.1%–––
NGNENeurogene Inc.COM3,821,740$27.6M0.1%00.0%UnchangedHistory
SYRESpyre Therapeutics, Inc.COM3,410,106$27.1M0.1%00.0%UnchangedHistory
CYVNYOpthea LtdSPONSORED ADS3,382,797$27.1M0.1%−29,265−0.9%ReducedHistory
BCABBioAtla, Inc.COM825,000$24.3M0.1%00.0%UnchangedHistory
KDNYChinook Therapeutics, Inc.COM1,903,069$24.3M0.1%+822,676+76.1%AddedHistory
NVAXNovavax IncCOM NEW108,756$22.5M0.1%−35,000−24.3%ReducedHistory
RETAReata Pharmaceuticals IncCL A223,976$22.5M0.1%00.0%UnchangedHistory
BCELAtreca, Inc.CL A COM3,532,760$22.0M0.1%00.0%UnchangedHistory
DSGNDesign Therapeutics, Inc.COM1,436,636$21.1M0.1%00.0%UnchangedHistory
Achilles Therapeutics PLC00449L102SPONSORED ADS2,591,366$20.2M0.1%00.0%Unchanged–
CRNXCrinetics Pharmaceuticals, Inc.COM920,656$19.4M0.1%00.0%UnchangedHistory
DICEDICE Therapeutics, Inc.COM588,235$19.3M0.1%+588,235NewHistory
CNTACentessa Pharmaceuticals plcSPONSORED ADS1,127,273$18.8M0.1%+727,273+181.8%AddedHistory
AXSMAxsome Therapeutics, Inc.COM539,057$17.8M0.1%00.0%UnchangedHistory
SRZNSurrozen, Inc.COM2,500,000$17.7M0.1%+2,500,000NewHistory
OTICOtonomy, Inc.COM7,694,038$14.8M0.1%+471,564+6.5%AddedHistory
CYTCyteir Therapeutics, Inc.COM812,640$14.3M0.1%00.0%UnchangedHistory
MIRMMirum Pharmaceuticals, Inc.COM647,313$12.9M0.1%00.0%UnchangedHistory
ALBOAlbireo Pharma, Inc.COM412,466$12.9M0.1%00.0%UnchangedHistory
Invitae Corp46185LAB9NOTE 2.000% 9/0–$12.6M0.1%–––
ALTAltimmune, Inc.COM NEW1,072,038$12.1M0.1%00.0%UnchangedHistory
TCRXTScan Therapeutics, Inc.COM1,425,000$11.9M0.1%+1,425,000NewHistory
ANABAnaptysbio, IncCOM427,179$11.6M0.1%00.0%UnchangedHistory
AUPHAurinia Pharmaceuticals Inc.COM520,523$11.5M0.1%−599,439−53.5%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM751,639$11.5M0.1%00.0%UnchangedHistory
TNGXTango Therapeutics, Inc.COM750,000$9.70M<0.1%+750,000NewHistory
MGNXMacrogenics IncCOM442,579$9.27M<0.1%+241,900+120.5%AddedHistory
KRTXKaruna Therapeutics, Inc.COM69,966$8.56M<0.1%00.0%UnchangedHistory
EWTXEdgewise Therapeutics, Inc.COM500,000$8.30M<0.1%00.0%UnchangedHistory
CABACabaletta Bio, Inc.COM662,063$8.05M<0.1%+25,700+4.0%AddedHistory
CBAYCymaBay Therapeutics, Inc.COM2,170,464$7.92M<0.1%00.0%UnchangedHistory
LONALeonaBio, Inc.COM806,367$7.56M<0.1%00.0%UnchangedHistory
Genetron Hldgs Ltd37186H100ADS455,306$6.31M<0.1%00.0%Unchanged–
BMEABiomea Fusion, Inc.COM524,617$6.28M<0.1%+230,500+78.4%AddedHistory
Amryt Pharma PLC03217L106SPONSORED ADS518,380$6.24M<0.1%+518,380New–
NGMNGM Biopharmaceuticals IncCOM291,801$6.13M<0.1%00.0%UnchangedHistory
RVMDRevolution Medicines, Inc.COM222,222$6.11M<0.1%00.0%UnchangedHistory
KURAKura Oncology, Inc.COM304,158$5.70M<0.1%+304,158NewHistory
ATYRaTYR PHARMA INCCOM NEW625,000$5.67M<0.1%+625,000NewHistory
ALECAlector, Inc.COM239,228$5.46M<0.1%00.0%UnchangedHistory
RLMDRelmada Therapeutics, Inc.COM200,996$5.27M<0.1%+124,396+162.4%AddedHistory
ChemoCentryx, Inc.16383L106COM301,195$5.15M<0.1%+301,195New–
TCDATricida, Inc.COM1,037,432$4.81M<0.1%+308,132+42.3%AddedHistory
HRMYHarmony Biosciences Holdings, Inc.COM123,600$4.74M<0.1%00.0%UnchangedHistory
Biomarin Pharmaceutical Inc09061GAH4NOTE 0.599% 8/0–$4.61M<0.1%–––
REPLReplimune Group, Inc.COM153,512$4.55M<0.1%00.0%UnchangedHistory
DNLIDenali Therapeutics Inc.COM88,738$4.48M<0.1%00.0%UnchangedHistory
NEXINexImmune, Inc.COM294,117$4.45M<0.1%00.0%UnchangedHistory

Sold out since Q2 2021 (10)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Baker Bros. Advisors LP sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
APLSApellis Pharmaceuticals, Inc.COM2,271,917$143.6M0.6%History
ADCTADC Therapeutics SASHS1,418,107$34.5M0.2%History
PTGXProtagonist Therapeutics, IncCOM455,276$20.4M0.1%History
ISEEIVERIC bio, Inc.COM1,406,037$8.87M<0.1%History
ASMBAssembly Biosciences, Inc.COM2,108,621$8.18M<0.1%History
SPRYARS Pharmaceuticals, Inc.COM238,095$7.36M<0.1%History
Chiasma, Inc16706W102COM1,420,740$6.72M<0.1%–
ORTXOrchard Therapeutics plcADS1,192,003$5.23M<0.1%History
KRROKorro Bio, Inc.COM55,555$553.0K<0.1%History
SYRSSyros Pharmaceuticals, Inc.COM65,497$357.0K<0.1%History