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Baker Bros. Advisors LP

SEC CIK
0001263508
Latest filing
Aug 14, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
115
−2 vs. Q2 2022
Portfolio value
$15.3B
−$2.36B (−13.4%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Baker Bros. Advisors LP in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
SGENSeagen Inc.COM46,912,266$6.42B42.0%00.0%UnchangedHistory
INCYIncyte CorpCOM36,154,574$2.41B15.8%+4570.0%AddedHistory
ONCBeOne Medicines Ltd.ADR11,668,897$1.57B10.3%00.0%UnchangedHistory
ACADAcadia Pharmaceuticals IncCOM41,923,486$685.9M4.5%00.0%UnchangedHistory
BMRNBiomarin Pharmaceutical IncCOM7,620,494$646.0M4.2%00.0%UnchangedHistory
ASNDAscendis Pharma A/SSPONSORED ADR4,852,655$501.1M3.3%00.0%UnchangedHistory
GBTGlobal Blood Therapeutics, Inc.COM3,732,502$254.2M1.7%00.0%UnchangedHistory
BCRXBiocryst Pharmaceuticals IncCOM12,710,818$160.2M1.0%00.0%UnchangedHistory
RYTMRhythm Pharmaceuticals, Inc.COM6,062,702$148.5M1.0%+1,937,640+47.0%AddedHistory
KODKodiak Sciences Inc.COM17,310,490$134.0M0.9%00.0%UnchangedHistory
IMCRImmunocore Holdings plcADS2,520,731$118.3M0.8%+10.0%AddedHistory
ABCLAbCellera Biologics Inc.COM10,450,180$103.4M0.7%00.0%UnchangedHistory
ARGXArgenx SESPONSORED ADR280,159$98.9M0.6%−839,398−75.0%ReducedHistory
MRTXMirati Therapeutics, Inc.COM1,409,784$98.5M0.6%00.0%UnchangedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM1,499,213$97.4M0.6%00.0%UnchangedHistory
ChemoCentryx, Inc.16383L106COM1,792,657$92.6M0.6%00.0%Unchanged–
TVTXTravere Therapeutics, Inc.COM3,300,009$81.3M0.5%00.0%UnchangedHistory
AKROAkero Therapeutics, Inc.COM2,368,378$80.6M0.5%+2,250,000+1,900.7%AddedHistory
TRDAEntrada Therapeutics, Inc.COM4,865,819$76.7M0.5%00.0%UnchangedHistory
IGMSIGM Biosciences, Inc.COM3,156,102$71.8M0.5%00.0%UnchangedHistory
REPLReplimune Group, Inc.COM3,893,843$67.2M0.4%+302,762+8.4%AddedHistory
PRLDPrelude Therapeutics IncCOM10,123,824$66.9M0.4%00.0%UnchangedHistory
KYMRKymera Therapeutics, Inc.COM2,879,825$62.7M0.4%00.0%UnchangedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS969,727$60.0M0.4%−178,777−15.6%ReducedHistory
CERSCerus CorpCOM16,067,558$57.8M0.4%00.0%UnchangedHistory
NRIXNurix Therapeutics, Inc.COM3,882,125$50.6M0.3%00.0%UnchangedHistory
KDNYChinook Therapeutics, Inc.COM2,534,102$49.8M0.3%00.0%UnchangedHistory
VERVVerve Therapeutics, Inc.COM1,416,530$48.7M0.3%00.0%UnchangedHistory
IMTXImmatics N.V.SHS4,423,731$44.2M0.3%00.0%UnchangedHistory
FMTXForma Therapeutics Holdings, Inc.SHS1,886,760$37.6M0.2%−138,116−6.8%ReducedHistory
INSMED Inc457669AB5NOTE 0.750% 6/0–$36.3M0.2%–––
KNSAKiniksa Pharmaceuticals International, plcCOM CL A2,799,577$35.9M0.2%00.0%UnchangedHistory
HRTXHeron Therapeutics, Inc.COM8,131,678$34.3M0.2%00.0%UnchangedHistory
JBIOJade Biosciences, Inc.COM1,979,568$32.8M0.2%−90,442−4.4%ReducedHistory
TSVT2seventy bio, Inc.COMMON STOCK2,062,744$30.0M0.2%00.0%UnchangedHistory
KRYSKrystal Biotech, Inc.COM422,185$29.4M0.2%−385,550−47.7%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM751,639$27.1M0.2%00.0%UnchangedHistory
CINCCinCor Pharma, Inc.COM807,212$26.5M0.2%+807,212NewHistory
DBVTDBV Technologies S.A.SPONSORED ADR14,614,264$25.9M0.2%00.0%UnchangedHistory
IDYAIDEAYA Biosciences, Inc.COM1,668,355$24.9M0.2%+1,668,355NewHistory
DSGNDesign Therapeutics, Inc.COM1,436,636$24.0M0.2%00.0%UnchangedHistory
VSTMVerastem, Inc.COM26,988,898$22.9M0.2%00.0%UnchangedHistory
ALTAltimmune, Inc.COM NEW1,769,681$22.6M0.1%−305,722−14.7%ReducedHistory
NVTAInvitae CorpCOM8,402,035$20.7M0.1%−1,471,453−14.9%ReducedHistory
BMEABiomea Fusion, Inc.COM2,104,559$20.6M0.1%00.0%UnchangedHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS843,814$19.6M0.1%+843,814NewHistory
RAREUltragenyx Pharmaceutical Inc.COM470,974$19.5M0.1%00.0%UnchangedHistory
TILInstil Bio, Inc.COM3,893,700$18.8M0.1%00.0%UnchangedHistory
VERUVeru Inc.COM1,609,579$18.5M0.1%+1,609,579NewHistory
RLMDRelmada Therapeutics, Inc.COM495,113$18.3M0.1%00.0%UnchangedHistory
ALKSAlkermes plc.SHS815,016$18.2M0.1%−684,984−45.7%ReducedHistory
DNLIDenali Therapeutics Inc.COM588,738$18.1M0.1%00.0%UnchangedHistory
CYVNYOpthea LtdSPONSORED ADS2,691,391$16.7M0.1%−4,800−0.2%ReducedHistory
BLUEbluebird bio, Inc.COM2,499,715$15.8M0.1%00.0%UnchangedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM735,716$14.4M0.1%−91,764−11.1%ReducedHistory
WHWKWhitehawk Therapeutics, Inc.COM989,928$14.0M0.1%+989,928NewHistory
TCDATricida, Inc.COM1,320,290$13.8M0.1%−182,800−12.2%ReducedHistory
Affimed N VN01045108COM6,596,830$13.6M0.1%00.0%Unchanged–
DICEDICE Therapeutics, Inc.COM588,235$11.9M0.1%00.0%UnchangedHistory
ANABAnaptysbio, IncCOM427,179$10.9M0.1%00.0%UnchangedHistory
KYNBKyntra Bio, Inc.COM815,718$10.6M0.1%00.0%UnchangedHistory
ADAPYAdaptimmune Therapeutics PLCSPONDS ADR9,830,877$10.6M0.1%00.0%UnchangedHistory
ZYMEZymeworks Inc.COM1,708,472$10.5M0.1%00.0%UnchangedHistory
PNTPOINT Biopharma Global Inc.COM1,169,103$9.04M0.1%+1,169,103NewHistory
TCRXTScan Therapeutics, Inc.COM2,784,792$8.49M0.1%00.0%UnchangedHistory
Invitae Corp46185LAB9NOTE 2.000% 9/0–$8.15M0.1%–––
CBAYCymaBay Therapeutics, Inc.COM2,170,464$7.60M<0.1%00.0%UnchangedHistory
VERAVera Therapeutics, Inc.CL A333,333$7.10M<0.1%00.0%UnchangedHistory
PACBPacific Biosciences of California, Inc.COM1,127,782$6.55M<0.1%−4,317,181−79.3%ReducedHistory
FLGTFulgent Genetics, Inc.COM166,619$6.35M<0.1%−34,825−17.3%ReducedHistory
AMRNAmarin Corp PLCSPONS ADR NEW5,377,113$5.86M<0.1%−15,792,692−74.6%ReducedHistory
Achilles Therapeutics PLC00449L102SPONSORED ADS2,591,366$5.86M<0.1%00.0%Unchanged–
VORVor Biopharma Inc.COM1,465,925$5.83M<0.1%+327,157+28.7%AddedHistory
RETAReata Pharmaceuticals IncCL A223,976$5.63M<0.1%00.0%UnchangedHistory
BCELAtreca, Inc.CL A COM3,532,760$5.55M<0.1%00.0%UnchangedHistory
NKTXNkarta, Inc.COM400,000$5.26M<0.1%00.0%UnchangedHistory
TLISTalis Biomedical CorpCOM7,624,835$5.20M<0.1%00.0%UnchangedHistory
KRONKronos Bio, Inc.COM1,539,616$5.16M<0.1%+1,539,616NewHistory
CYTCyteir Therapeutics, Inc.COM2,643,640$5.08M<0.1%00.0%UnchangedHistory
SRZNSurrozen, Inc.COM2,500,000$5.05M<0.1%00.0%UnchangedHistory
EWTXEdgewise Therapeutics, Inc.COM500,000$4.92M<0.1%00.0%UnchangedHistory
FATEFate Therapeutics IncCOM215,695$4.83M<0.1%+215,695NewHistory
STOKStoke Therapeutics, Inc.COM369,327$4.74M<0.1%+369,327NewHistory
NTRANatera, Inc.COM100,000$4.38M<0.1%00.0%UnchangedHistory
RVMDRevolution Medicines, Inc.COM222,222$4.38M<0.1%00.0%UnchangedHistory
ALLKAllakos Inc.COM703,050$4.30M<0.1%00.0%UnchangedHistory
EIGREiger BioPharmaceuticals, Inc.COM539,851$4.07M<0.1%+539,851NewHistory
PMVPPMV Pharmaceuticals, Inc.COM322,024$3.83M<0.1%+322,024NewHistory
IPSCCentury Therapeutics, Inc.COM370,587$3.67M<0.1%+370,587NewHistory
HOOKHOOKIPA Pharma Inc.COM2,400,481$3.22M<0.1%00.0%UnchangedHistory
LONALeonaBio, Inc.COM1,040,834$3.09M<0.1%00.0%UnchangedHistory
MGNXMacrogenics IncCOM892,579$3.09M<0.1%00.0%UnchangedHistory
ITOSiTeos Therapeutics, Inc.COM150,346$2.86M<0.1%00.0%UnchangedHistory
ATRAAtara Biotherapeutics, Inc.COM744,186$2.81M<0.1%00.0%UnchangedHistory
TNGXTango Therapeutics, Inc.COM750,000$2.71M<0.1%00.0%UnchangedHistory
SNDXSyndax Pharmaceuticals IncCOM110,729$2.66M<0.1%00.0%UnchangedHistory
OTICOtonomy, Inc.COM8,443,134$2.49M<0.1%+30,500+0.4%AddedHistory
NGNENeurogene Inc.COM3,821,740$2.45M<0.1%00.0%UnchangedHistory
ALGSAligos Therapeutics, Inc.COM2,076,400$2.28M<0.1%00.0%UnchangedHistory
ALECAlector, Inc.COM239,228$2.26M<0.1%00.0%UnchangedHistory

Sold out since Q2 2022 (14)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Baker Bros. Advisors LP sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
LEGNLegend Biotech CorpSPONSORED ADS856,658$47.1M0.3%History
Sarepta Therapeutics, Inc.803607AB6DBCV 1.500%11/1–$36.6M0.2%–
MRUSMerus N.V.COM995,397$22.5M0.1%History
KRTXKaruna Therapeutics, Inc.COM69,966$8.85M0.1%History
HRMYHarmony Biosciences Holdings, Inc.COM123,600$6.03M<0.1%History
CNTACentessa Pharmaceuticals plcSPONSORED ADS1,127,273$5.49M<0.1%History
EVFMEvofem Biosciences, Inc.COM NEW2,583,616$2.92M<0.1%History
BCABBioAtla, Inc.COM825,000$2.35M<0.1%History
EPZMEpizyme, Inc.COM1,000,000$1.47M<0.1%History
NGMNGM Biopharmaceuticals IncCOM55,294$709.0K<0.1%History
BNRBurning Rock Biotech LtdSPONSORED ADS209,131$609.0K<0.1%History
INZYInozyme Pharma, Inc.COM106,999$510.0K<0.1%History
PASGPassage BIO, Inc.COM117,161$276.0K<0.1%History
NEXINexImmune, Inc.COM20,000$32.0K<0.1%History