Skip to main content
Livermore
Livermore
ZHEN

Baker Bros. Advisors LP

SEC CIK
0001263508
Latest filing
Aug 14, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
121
−1 vs. Q3 2021
Portfolio value
$20.6B
−$2.22B (−9.7%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of Baker Bros. Advisors LP in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
SGENSeagen Inc.COM46,893,364$7.25B35.3%−394,895−0.8%ReducedHistory
ONCBeOne Medicines Ltd.ADR11,668,897$3.16B15.4%00.0%UnchangedHistory
INCYIncyte CorpCOM33,618,063$2.47B12.0%+1,595,938+5.0%AddedHistory
KODKodiak Sciences Inc.COM14,681,304$1.24B6.1%00.0%UnchangedHistory
ACADAcadia Pharmaceuticals IncCOM41,910,704$978.2M4.8%00.0%UnchangedHistory
BMRNBiomarin Pharmaceutical IncCOM7,620,494$673.3M3.3%00.0%UnchangedHistory
ASNDAscendis Pharma A/SSPONSORED ADR4,541,604$611.0M3.0%00.0%UnchangedHistory
ARGXArgenx SESPONSORED ADR1,119,557$392.1M1.9%00.0%UnchangedHistory
MRTXMirati Therapeutics, Inc.COM1,409,784$206.8M1.0%00.0%UnchangedHistory
BCRXBiocryst Pharmaceuticals IncCOM12,710,818$176.0M0.9%00.0%UnchangedHistory
KYMRKymera Therapeutics, Inc.COM2,384,742$151.4M0.7%00.0%UnchangedHistory
NVTAInvitae CorpCOM9,873,488$150.8M0.7%00.0%UnchangedHistory
ABCLAbCellera Biologics Inc.COM10,450,180$149.4M0.7%00.0%UnchangedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM1,499,213$127.0M0.6%00.0%UnchangedHistory
PRLDPrelude Therapeutics IncCOM10,123,824$126.0M0.6%00.0%UnchangedHistory
LEGNLegend Biotech CorpSPONSORED ADS2,489,003$116.0M0.6%+125,000+5.3%AddedHistory
PACBPacific Biosciences of California, Inc.COM5,444,963$111.4M0.5%00.0%UnchangedHistory
GBTGlobal Blood Therapeutics, Inc.COM3,314,765$97.0M0.5%+97,324+3.0%AddedHistory
CERSCerus CorpCOM13,713,195$93.4M0.5%00.0%UnchangedHistory
IGMSIGM Biosciences, Inc.COM3,156,102$92.6M0.5%00.0%UnchangedHistory
IMCRImmunocore Holdings plcADS2,520,730$86.3M0.4%00.0%UnchangedHistory
TVTXTravere Therapeutics, Inc.COM2,669,054$82.8M0.4%+629,282+30.9%AddedHistory
TRDAEntrada Therapeutics, Inc.COM4,704,419$80.5M0.4%+4,704,419NewHistory
HRTXHeron Therapeutics, Inc.COM8,131,678$74.2M0.4%00.0%UnchangedHistory
AMRNAmarin Corp PLCSPONS ADR NEW21,169,805$71.3M0.3%−686,227−3.1%ReducedHistory
NRIXNurix Therapeutics, Inc.COM2,454,082$71.0M0.3%00.0%UnchangedHistory
TILInstil Bio, Inc.COM3,893,700$66.6M0.3%00.0%UnchangedHistory
MRUSMerus N.V.COM2,037,469$64.8M0.3%00.0%UnchangedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS599,110$64.6M0.3%00.0%UnchangedHistory
IMTXImmatics N.V.SHS4,423,731$59.5M0.3%00.0%UnchangedHistory
ChemoCentryx, Inc.16383L106COM1,631,266$59.4M0.3%+1,330,071+441.6%Added–
INSMINSMED IncCOM PAR $.012,156,001$58.7M0.3%00.0%UnchangedHistory
NBIXNeurocrine Biosciences IncStock676,975$57.7M0.3%00.0%UnchangedHistory
KRYSKrystal Biotech, Inc.COM807,735$56.5M0.3%+200,000+32.9%AddedHistory
VERVVerve Therapeutics, Inc.COM1,416,530$52.2M0.3%00.0%UnchangedHistory
Apellis Pharmaceuticals, Inc.03753UAB2NOTE 3.500% 9/1–$48.0M0.2%–––
VSTMVerastem, Inc.COM21,491,630$44.1M0.2%00.0%UnchangedHistory
INSMED Inc457669AB5NOTE 0.750% 6/0–$43.3M0.2%–––
Sarepta Therapeutics, Inc.803607AB6DBCV 1.500%11/1–$42.7M0.2%–––
RYTMRhythm Pharmaceuticals, Inc.COM3,863,239$38.6M0.2%00.0%UnchangedHistory
KDNYChinook Therapeutics, Inc.COM2,334,102$38.1M0.2%+431,033+22.6%AddedHistory
RAREUltragenyx Pharmaceutical Inc.COM444,444$37.4M0.2%00.0%UnchangedHistory
ADAPYAdaptimmune Therapeutics PLCSPONDS ADR9,830,877$36.9M0.2%00.0%UnchangedHistory
ALKSAlkermes plc.SHS1,500,000$34.9M0.2%+271,830+22.1%AddedHistory
KNSAKiniksa Pharmaceuticals International, plcCOM CL A2,799,577$33.0M0.2%00.0%UnchangedHistory
DSGNDesign Therapeutics, Inc.COM1,436,636$30.8M0.1%00.0%UnchangedHistory
TLISTalis Biomedical CorpCOM7,624,835$30.6M0.1%+50,000+0.7%AddedHistory
FMTXForma Therapeutics Holdings, Inc.SHS2,024,876$28.8M0.1%00.0%UnchangedHistory
ZYMEZymeworks Inc.COM1,708,472$28.0M0.1%00.0%UnchangedHistory
BLUEbluebird bio, Inc.COM2,499,715$25.0M0.1%00.0%UnchangedHistory
ALGSAligos Therapeutics, Inc.COM2,076,400$24.6M0.1%00.0%UnchangedHistory
CYVNYOpthea LtdSPONSORED ADS3,196,191$24.1M0.1%−186,606−5.5%ReducedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM827,480$23.5M0.1%−93,176−10.1%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM751,639$23.5M0.1%00.0%UnchangedHistory
DBVTDBV Technologies S.A.SPONSORED ADR14,614,264$23.4M0.1%00.0%UnchangedHistory
AXSMAxsome Therapeutics, Inc.COM610,970$23.1M0.1%+71,913+13.3%AddedHistory
JBIOJade Biosciences, Inc.COM1,831,789$21.6M0.1%+179,618+10.9%AddedHistory
TSVT2seventy bio, Inc.COMMON STOCK833,236$21.4M0.1%+833,236NewHistory
FLGTFulgent Genetics, Inc.COM201,444$20.3M0.1%−199,572−49.8%ReducedHistory
NGNENeurogene Inc.COM3,821,740$18.4M0.1%00.0%UnchangedHistory
OTICOtonomy, Inc.COM7,844,692$16.3M0.1%+150,654+2.0%AddedHistory
SYRESpyre Therapeutics, Inc.COM3,410,106$16.2M0.1%00.0%UnchangedHistory
BCABBioAtla, Inc.COM825,000$16.2M0.1%00.0%UnchangedHistory
SRZNSurrozen, Inc.COM2,500,000$16.1M0.1%00.0%UnchangedHistory
REPLReplimune Group, Inc.COM593,395$16.1M0.1%+439,883+286.5%AddedHistory
DICEDICE Therapeutics, Inc.COM588,235$14.9M0.1%00.0%UnchangedHistory
ANABAnaptysbio, IncCOM427,179$14.8M0.1%00.0%UnchangedHistory
Tricida, Inc.89610FAB7NOTE 3.500% 5/1–$14.8M0.1%–––
Affimed N VN01045108COM2,653,169$14.6M0.1%+2,488,564+1,511.8%Added–
Achilles Therapeutics PLC00449L102SPONSORED ADS2,591,366$13.0M0.1%00.0%Unchanged–
CNTACentessa Pharmaceuticals plcSPONSORED ADS1,127,273$12.7M0.1%00.0%UnchangedHistory
TCDATricida, Inc.COM1,285,014$12.3M0.1%+247,582+23.9%AddedHistory
RLMDRelmada Therapeutics, Inc.COM495,113$11.2M0.1%+294,117+146.3%AddedHistory
SRPTSarepta Therapeutics, Inc.COM123,456$11.1M0.1%+123,456NewHistory
BCELAtreca, Inc.CL A COM3,532,760$10.7M0.1%00.0%UnchangedHistory
LONALeonaBio, Inc.COM806,367$10.5M0.1%00.0%UnchangedHistory
ALTAltimmune, Inc.COM NEW1,072,038$9.82M<0.1%00.0%UnchangedHistory
Invitae Corp46185LAB9NOTE 2.000% 9/0–$9.62M<0.1%–––
CYTCyteir Therapeutics, Inc.COM812,640$9.24M<0.1%00.0%UnchangedHistory
KRTXKaruna Therapeutics, Inc.COM69,966$9.17M<0.1%00.0%UnchangedHistory
TNGXTango Therapeutics, Inc.COM750,000$8.21M<0.1%00.0%UnchangedHistory
KYNBKyntra Bio, Inc.COM580,150$8.18M<0.1%+580,150NewHistory
EWTXEdgewise Therapeutics, Inc.COM500,000$7.64M<0.1%00.0%UnchangedHistory
CBAYCymaBay Therapeutics, Inc.COM2,170,464$7.34M<0.1%00.0%UnchangedHistory
MGNXMacrogenics IncCOM442,579$7.10M<0.1%00.0%UnchangedHistory
ITOSiTeos Therapeutics, Inc.COM150,346$7.00M<0.1%00.0%UnchangedHistory
NVAXNovavax IncCOM NEW48,168$6.89M<0.1%−60,588−55.7%ReducedHistory
ALLKAllakos Inc.COM703,050$6.88M<0.1%00.0%UnchangedHistory
TCRXTScan Therapeutics, Inc.COM1,425,000$6.41M<0.1%00.0%UnchangedHistory
RETAReata Pharmaceuticals IncCL A223,976$5.91M<0.1%00.0%UnchangedHistory
RVMDRevolution Medicines, Inc.COM222,222$5.59M<0.1%00.0%UnchangedHistory
HRMYHarmony Biosciences Holdings, Inc.COM123,600$5.27M<0.1%00.0%UnchangedHistory
NGMNGM Biopharmaceuticals IncCOM291,801$5.17M<0.1%00.0%UnchangedHistory
ALECAlector, Inc.COM239,228$4.94M<0.1%00.0%UnchangedHistory
ATYRaTYR PHARMA INCCOM NEW625,000$4.67M<0.1%00.0%UnchangedHistory
KURAKura Oncology, Inc.COM304,158$4.26M<0.1%00.0%UnchangedHistory
DNLIDenali Therapeutics Inc.COM88,738$3.96M<0.1%00.0%UnchangedHistory
BMEABiomea Fusion, Inc.COM524,617$3.91M<0.1%00.0%UnchangedHistory
TCRRTCR2 Therapeutics Inc.COM753,064$3.51M<0.1%+576,603+326.8%AddedHistory
Genetron Hldgs Ltd37186H100ADS455,306$2.78M<0.1%00.0%Unchanged–

Sold out since Q3 2021 (6)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Baker Bros. Advisors LP sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
MIRMMirum Pharmaceuticals, Inc.COM647,313$12.9M0.1%History
AUPHAurinia Pharmaceuticals Inc.COM520,523$11.5M0.1%History
Amryt Pharma PLC03217L106SPONSORED ADS518,380$6.24M<0.1%–
Biomarin Pharmaceutical Inc09061GAH4NOTE 0.599% 8/0–$4.61M<0.1%–
XLRNAcceleron Pharma IncCOM22,430$3.86M<0.1%History
MREOMereo BioPharma Group plcSPON ADS292,692$708.0K<0.1%History