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Baker Bros. Advisors LP

SEC CIK
0001263508
Latest filing
Aug 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
117
−1 vs. Q1 2022
Portfolio value
$17.6B
+$223.5M (+1.3%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of Baker Bros. Advisors LP in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
SGENSeagen Inc.COM46,912,266$8.30B47.1%00.0%UnchangedHistory
INCYIncyte CorpCOM36,154,117$2.75B15.6%+4330.0%AddedHistory
ONCBeOne Medicines Ltd.ADR11,668,897$1.89B10.7%00.0%UnchangedHistory
BMRNBiomarin Pharmaceutical IncCOM7,620,494$631.5M3.6%00.0%UnchangedHistory
ACADAcadia Pharmaceuticals IncCOM41,923,486$590.7M3.4%+12,7820.0%AddedHistory
ASNDAscendis Pharma A/SSPONSORED ADR4,852,655$451.1M2.6%+311,051+6.8%AddedHistory
ARGXArgenx SESPONSORED ADR1,119,557$424.2M2.4%00.0%UnchangedHistory
BCRXBiocryst Pharmaceuticals IncCOM12,710,818$134.5M0.8%00.0%UnchangedHistory
KODKodiak Sciences Inc.COM17,310,490$132.3M0.8%+1,379,445+8.7%AddedHistory
GBTGlobal Blood Therapeutics, Inc.COM3,732,502$119.3M0.7%+417,737+12.6%AddedHistory
ABCLAbCellera Biologics Inc.COM10,450,180$111.3M0.6%00.0%UnchangedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM1,499,213$107.3M0.6%00.0%UnchangedHistory
MRTXMirati Therapeutics, Inc.COM1,409,784$94.6M0.5%00.0%UnchangedHistory
IMCRImmunocore Holdings plcADS2,520,730$94.0M0.5%00.0%UnchangedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS1,148,504$91.6M0.5%+249,662+27.8%AddedHistory
CERSCerus CorpCOM16,067,558$85.0M0.5%+2,354,363+17.2%AddedHistory
TVTXTravere Therapeutics, Inc.COM3,300,009$80.0M0.5%00.0%UnchangedHistory
REPLReplimune Group, Inc.COM3,591,081$62.8M0.4%+1,979,378+122.8%AddedHistory
TRDAEntrada Therapeutics, Inc.COM4,865,819$59.3M0.3%+161,400+3.4%AddedHistory
IGMSIGM Biosciences, Inc.COM3,156,102$56.9M0.3%00.0%UnchangedHistory
KYMRKymera Therapeutics, Inc.COM2,879,825$56.7M0.3%+495,083+20.8%AddedHistory
KRYSKrystal Biotech, Inc.COM807,735$53.0M0.3%00.0%UnchangedHistory
PRLDPrelude Therapeutics IncCOM10,123,824$52.8M0.3%00.0%UnchangedHistory
NRIXNurix Therapeutics, Inc.COM3,882,125$49.2M0.3%+1,428,043+58.2%AddedHistory
LEGNLegend Biotech CorpSPONSORED ADS856,658$47.1M0.3%−1,152,341−57.4%ReducedHistory
ALKSAlkermes plc.SHS1,500,000$44.7M0.3%00.0%UnchangedHistory
ChemoCentryx, Inc.16383L106COM1,792,657$44.4M0.3%+875,795+95.5%Added–
KDNYChinook Therapeutics, Inc.COM2,534,102$44.3M0.3%+200,000+8.6%AddedHistory
INSMINSMED IncCOM PAR $.012,156,001$42.5M0.2%00.0%UnchangedHistory
IMTXImmatics N.V.SHS4,423,731$38.5M0.2%00.0%UnchangedHistory
DBVTDBV Technologies S.A.SPONSORED ADR14,614,264$37.3M0.2%00.0%UnchangedHistory
Sarepta Therapeutics, Inc.803607AB6DBCV 1.500%11/1–$36.6M0.2%–––
INSMED Inc457669AB5NOTE 0.750% 6/0–$33.3M0.2%–––
JBIOJade Biosciences, Inc.COM2,070,010$32.4M0.2%00.0%UnchangedHistory
AMRNAmarin Corp PLCSPONS ADR NEW21,169,805$31.5M0.2%00.0%UnchangedHistory
VSTMVerastem, Inc.COM26,988,898$31.3M0.2%00.0%UnchangedHistory
RAREUltragenyx Pharmaceutical Inc.COM470,974$28.1M0.2%+26,530+6.0%AddedHistory
TSVT2seventy bio, Inc.COMMON STOCK2,062,744$27.2M0.2%00.0%UnchangedHistory
KNSAKiniksa Pharmaceuticals International, plcCOM CL A2,799,577$27.1M0.2%00.0%UnchangedHistory
BMEABiomea Fusion, Inc.COM2,104,559$25.2M0.1%+553,114+35.7%AddedHistory
ALTAltimmune, Inc.COM NEW2,075,403$24.3M0.1%+1,003,365+93.6%AddedHistory
NVTAInvitae CorpCOM9,873,488$24.1M0.1%00.0%UnchangedHistory
PACBPacific Biosciences of California, Inc.COM5,444,963$24.1M0.1%00.0%UnchangedHistory
XENEXenon Pharmaceuticals Inc.COM751,639$22.9M0.1%00.0%UnchangedHistory
HRTXHeron Therapeutics, Inc.COM8,131,678$22.7M0.1%00.0%UnchangedHistory
MRUSMerus N.V.COM995,397$22.5M0.1%−1,042,072−51.1%ReducedHistory
VERVVerve Therapeutics, Inc.COM1,416,530$21.6M0.1%00.0%UnchangedHistory
DSGNDesign Therapeutics, Inc.COM1,436,636$20.1M0.1%00.0%UnchangedHistory
Affimed N VN01045108COM6,596,830$18.3M0.1%+1,443,661+28.0%Added–
TILInstil Bio, Inc.COM3,893,700$18.0M0.1%00.0%UnchangedHistory
OTICOtonomy, Inc.COM8,412,634$17.5M0.1%+567,942+7.2%AddedHistory
DNLIDenali Therapeutics Inc.COM588,738$17.3M0.1%+500,000+563.5%AddedHistory
RYTMRhythm Pharmaceuticals, Inc.COM4,125,062$17.1M0.1%00.0%UnchangedHistory
CYVNYOpthea LtdSPONSORED ADS2,696,191$17.0M0.1%00.0%UnchangedHistory
ADAPYAdaptimmune Therapeutics PLCSPONDS ADR9,830,877$16.7M0.1%00.0%UnchangedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM827,480$15.4M0.1%00.0%UnchangedHistory
TCDATricida, Inc.COM1,503,090$14.6M0.1%−228,624−13.2%ReducedHistory
FMTXForma Therapeutics Holdings, Inc.SHS2,024,876$14.0M0.1%00.0%UnchangedHistory
FLGTFulgent Genetics, Inc.COM201,444$11.0M0.1%00.0%UnchangedHistory
BLUEbluebird bio, Inc.COM2,499,715$10.3M0.1%00.0%UnchangedHistory
RLMDRelmada Therapeutics, Inc.COM495,113$9.40M0.1%00.0%UnchangedHistory
DICEDICE Therapeutics, Inc.COM588,235$9.13M0.1%00.0%UnchangedHistory
ZYMEZymeworks Inc.COM1,708,472$9.05M0.1%00.0%UnchangedHistory
KRTXKaruna Therapeutics, Inc.COM69,966$8.85M0.1%00.0%UnchangedHistory
TCRXTScan Therapeutics, Inc.COM2,784,792$8.76M<0.1%+1,359,792+95.4%AddedHistory
ANABAnaptysbio, IncCOM427,179$8.67M<0.1%00.0%UnchangedHistory
KYNBKyntra Bio, Inc.COM815,718$8.61M<0.1%+233,968+40.2%AddedHistory
Invitae Corp46185LAB9NOTE 2.000% 9/0–$8.09M<0.1%–––
CYTCyteir Therapeutics, Inc.COM2,643,640$7.90M<0.1%+1,831,000+225.3%AddedHistory
SRZNSurrozen, Inc.COM2,500,000$7.50M<0.1%00.0%UnchangedHistory
RETAReata Pharmaceuticals IncCL A223,976$6.81M<0.1%00.0%UnchangedHistory
Achilles Therapeutics PLC00449L102SPONSORED ADS2,591,366$6.53M<0.1%00.0%Unchanged–
CBAYCymaBay Therapeutics, Inc.COM2,170,464$6.40M<0.1%00.0%UnchangedHistory
BCELAtreca, Inc.CL A COM3,532,760$6.32M<0.1%00.0%UnchangedHistory
TLISTalis Biomedical CorpCOM7,624,835$6.19M<0.1%00.0%UnchangedHistory
HRMYHarmony Biosciences Holdings, Inc.COM123,600$6.03M<0.1%00.0%UnchangedHistory
ATRAAtara Biotherapeutics, Inc.COM744,186$5.80M<0.1%+744,186NewHistory
VORVor Biopharma Inc.COM1,138,768$5.66M<0.1%+1,138,768NewHistory
CNTACentessa Pharmaceuticals plcSPONSORED ADS1,127,273$5.49M<0.1%00.0%UnchangedHistory
NKTXNkarta, Inc.COM400,000$4.93M<0.1%+400,000NewHistory
VERAVera Therapeutics, Inc.CL A333,333$4.54M<0.1%00.0%UnchangedHistory
RVMDRevolution Medicines, Inc.COM222,222$4.33M<0.1%00.0%UnchangedHistory
EWTXEdgewise Therapeutics, Inc.COM500,000$3.98M<0.1%00.0%UnchangedHistory
NGNENeurogene Inc.COM3,821,740$3.94M<0.1%00.0%UnchangedHistory
HOOKHOOKIPA Pharma Inc.COM2,400,481$3.91M<0.1%00.0%UnchangedHistory
NTRANatera, Inc.COM100,000$3.54M<0.1%+100,000NewHistory
TNGXTango Therapeutics, Inc.COM750,000$3.40M<0.1%00.0%UnchangedHistory
LONALeonaBio, Inc.COM1,040,834$3.17M<0.1%+234,467+29.1%AddedHistory
ITOSiTeos Therapeutics, Inc.COM150,346$3.10M<0.1%00.0%UnchangedHistory
EVFMEvofem Biosciences, Inc.COM NEW2,583,616$2.92M<0.1%+2,583,616NewHistory
MGNXMacrogenics IncCOM892,579$2.63M<0.1%+450,000+101.7%AddedHistory
ALGSAligos Therapeutics, Inc.COM2,076,400$2.51M<0.1%00.0%UnchangedHistory
ALECAlector, Inc.COM239,228$2.43M<0.1%00.0%UnchangedHistory
BCABBioAtla, Inc.COM825,000$2.35M<0.1%00.0%UnchangedHistory
ALLKAllakos Inc.COM703,050$2.20M<0.1%00.0%UnchangedHistory
TCRRTCR2 Therapeutics Inc.COM753,064$2.18M<0.1%00.0%UnchangedHistory
SNDXSyndax Pharmaceuticals IncCOM110,729$2.13M<0.1%00.0%UnchangedHistory
SYRESpyre Therapeutics, Inc.COM3,410,106$1.72M<0.1%00.0%UnchangedHistory
EPZMEpizyme, Inc.COM1,000,000$1.47M<0.1%00.0%UnchangedHistory
AKROAkero Therapeutics, Inc.COM118,378$1.12M<0.1%00.0%UnchangedHistory

Sold out since Q1 2022 (6)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Baker Bros. Advisors LP sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
NBIXNeurocrine Biosciences IncStock676,975$63.5M0.4%History
AXSMAxsome Therapeutics, Inc.COM610,970$25.3M0.1%History
SRPTSarepta Therapeutics, Inc.COM123,456$9.64M0.1%History
KURAKura Oncology, Inc.COM274,458$4.41M<0.1%History
NVAXNovavax IncCOM NEW48,168$3.55M<0.1%History
OYSTOyster Point Pharma, Inc.COM61,424$715.0K<0.1%History