Baker Bros. Advisors LP
- SEC CIK
- 0001263508
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 113
- −2 vs. Q3 2022
- Portfolio value
- $16.7B
- +$1.38B (+9.1%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SGENSeagen Inc. | COM | 46,912,266 | $6.03B | 36.2% | 00.0% | Unchanged | History |
| INCYIncyte Corp | COM | 36,154,971 | $2.90B | 17.4% | +3970.0% | Added | History |
| ONCBeOne Medicines Ltd. | ADR | 11,668,897 | $2.57B | 15.4% | 00.0% | Unchanged | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 7,620,494 | $788.6M | 4.7% | 00.0% | Unchanged | History |
| ACADAcadia Pharmaceuticals Inc | COM | 41,923,486 | $667.4M | 4.0% | 00.0% | Unchanged | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 4,954,855 | $605.1M | 3.6% | +102,200+2.1% | Added | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 1,545,113 | $448.5M | 2.7% | +45,900+3.1% | Added | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 6,354,608 | $185.0M | 1.1% | +291,906+4.8% | Added | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 12,710,818 | $145.9M | 0.9% | 00.0% | Unchanged | History |
| IMCRImmunocore Holdings plc | ADS | 2,520,731 | $143.9M | 0.9% | 00.0% | Unchanged | History |
| AKROAkero Therapeutics, Inc. | COM | 2,368,378 | $129.8M | 0.8% | 00.0% | Unchanged | History |
| REPLReplimune Group, Inc. | COM | 4,578,280 | $124.5M | 0.7% | +684,437+17.6% | Added | History |
| KODKodiak Sciences Inc. | COM | 17,310,490 | $123.9M | 0.7% | 00.0% | Unchanged | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 969,727 | $110.4M | 0.7% | 00.0% | Unchanged | History |
| ARGXArgenx SE | SPONSORED ADR | 280,159 | $106.1M | 0.6% | 00.0% | Unchanged | History |
| ABCLAbCellera Biologics Inc. | COM | 10,450,180 | $105.9M | 0.6% | 00.0% | Unchanged | History |
| KYMRKymera Therapeutics, Inc. | COM | 2,879,825 | $71.9M | 0.4% | 00.0% | Unchanged | History |
| KDNYChinook Therapeutics, Inc. | COM | 2,534,102 | $66.4M | 0.4% | 00.0% | Unchanged | History |
| TRDAEntrada Therapeutics, Inc. | COM | 4,865,819 | $65.8M | 0.4% | 00.0% | Unchanged | History |
| MRTXMirati Therapeutics, Inc. | COM | 1,409,784 | $63.9M | 0.4% | 00.0% | Unchanged | History |
| PRLDPrelude Therapeutics Inc | COM | 10,123,824 | $61.1M | 0.4% | 00.0% | Unchanged | History |
| CERSCerus Corp | COM | 16,067,558 | $58.6M | 0.4% | 00.0% | Unchanged | History |
| JBIOJade Biosciences, Inc. | COM | 1,976,868 | $57.9M | 0.3% | −2,700−0.1% | Reduced | History |
| IGMSIGM Biosciences, Inc. | COM | 3,156,102 | $53.7M | 0.3% | 00.0% | Unchanged | History |
| IMTXImmatics N.V. | SHS | 5,187,081 | $45.2M | 0.3% | +763,350+17.3% | Added | History |
| NRIXNurix Therapeutics, Inc. | COM | 3,882,125 | $42.6M | 0.3% | 00.0% | Unchanged | History |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 2,799,577 | $41.9M | 0.3% | 00.0% | Unchanged | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 1,528,538 | $39.8M | 0.2% | +1,528,538 | New | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,668,355 | $30.3M | 0.2% | 00.0% | Unchanged | History |
| DNLIDenali Therapeutics Inc. | COM | 1,088,738 | $30.3M | 0.2% | +500,000+84.9% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 751,639 | $29.6M | 0.2% | 00.0% | Unchanged | History |
| VERVVerve Therapeutics, Inc. | COM | 1,416,530 | $27.4M | 0.2% | 00.0% | Unchanged | History |
| DICEDICE Therapeutics, Inc. | COM | 862,207 | $26.9M | 0.2% | +273,972+46.6% | Added | History |
| TVTXTravere Therapeutics, Inc. | COM | 1,225,255 | $25.8M | 0.2% | −2,074,754−62.9% | Reduced | History |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 843,814 | $25.0M | 0.1% | 00.0% | Unchanged | History |
| ANABAnaptysbio, Inc | COM | 775,924 | $24.0M | 0.1% | +348,745+81.6% | Added | History |
| KRYSKrystal Biotech, Inc. | COM | 302,716 | $24.0M | 0.1% | −119,469−28.3% | Reduced | History |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 14,614,264 | $22.4M | 0.1% | 00.0% | Unchanged | History |
| KYNBKyntra Bio, Inc. | COM | 1,375,211 | $22.0M | 0.1% | +559,493+68.6% | Added | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 470,974 | $21.8M | 0.1% | 00.0% | Unchanged | History |
| HRTXHeron Therapeutics, Inc. | COM | 8,131,678 | $20.3M | 0.1% | 00.0% | Unchanged | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 2,062,744 | $19.3M | 0.1% | 00.0% | Unchanged | History |
| INSMED Inc457669AB5 | NOTE 0.750% 6/0 | – | $19.2M | 0.1% | – | – | – |
| PRMEPrime Medicine, Inc. | COM | 1,028,466 | $19.1M | 0.1% | +1,028,466 | New | History |
| BMEABiomea Fusion, Inc. | COM | 2,104,559 | $17.7M | 0.1% | 00.0% | Unchanged | History |
| BLUEbluebird bio, Inc. | COM | 2,499,715 | $17.3M | 0.1% | 00.0% | Unchanged | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 2,006,451 | $17.1M | 0.1% | +2,006,451 | New | History |
| NVTAInvitae Corp | COM | 8,402,035 | $15.6M | 0.1% | 00.0% | Unchanged | History |
| CYVNYOpthea Ltd | SPONSORED ADS | 2,691,391 | $14.4M | 0.1% | 00.0% | Unchanged | History |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 9,830,877 | $14.4M | 0.1% | 00.0% | Unchanged | History |
| CBAYCymaBay Therapeutics, Inc. | COM | 2,170,464 | $13.6M | 0.1% | 00.0% | Unchanged | History |
| ZYMEZymeworks Inc. | COM | 1,708,472 | $13.4M | 0.1% | 00.0% | Unchanged | History |
| WHWKWhitehawk Therapeutics, Inc. | COM | 989,928 | $12.7M | 0.1% | 00.0% | Unchanged | History |
| CABACabaletta Bio, Inc. | COM | 1,344,000 | $12.4M | 0.1% | +681,937+103.0% | Added | History |
| VSTMVerastem, Inc. | COM | 26,988,898 | $10.9M | 0.1% | 00.0% | Unchanged | History |
| ALTAltimmune, Inc. | COM NEW | 653,562 | $10.8M | 0.1% | −1,116,119−63.1% | Reduced | History |
| STOKStoke Therapeutics, Inc. | COM | 1,108,913 | $10.2M | 0.1% | +739,586+200.3% | Added | History |
| CINCCinCor Pharma, Inc. | COM | 807,212 | $9.92M | 0.1% | 00.0% | Unchanged | History |
| VORVor Biopharma Inc. | COM | 1,465,925 | $9.75M | 0.1% | 00.0% | Unchanged | History |
| Avidity Biosciences, Inc.05370A108 | COM | 434,782 | $9.65M | 0.1% | +434,782 | New | – |
| PACBPacific Biosciences of California, Inc. | COM | 1,127,782 | $9.23M | 0.1% | 00.0% | Unchanged | History |
| PNTPOINT Biopharma Global Inc. | COM | 1,169,103 | $8.52M | 0.1% | 00.0% | Unchanged | History |
| RETAReata Pharmaceuticals Inc | CL A | 223,976 | $8.51M | 0.1% | 00.0% | Unchanged | History |
| SMMTSummit Therapeutics Inc. | COM | 2,000,000 | $8.50M | 0.1% | +2,000,000 | New | History |
| VERUVeru Inc. | COM | 1,609,579 | $8.50M | 0.1% | 00.0% | Unchanged | History |
| Affimed N VN01045108 | COM | 6,596,830 | $8.18M | <0.1% | 00.0% | Unchanged | – |
| Invitae Corp46185LAB9 | NOTE 2.000% 9/0 | – | $8.06M | <0.1% | – | – | – |
| CMPXCompass Therapeutics, Inc. | COM | 1,557,630 | $7.83M | <0.1% | +1,557,630 | New | History |
| DSGNDesign Therapeutics, Inc. | COM | 692,131 | $7.10M | <0.1% | −744,505−51.8% | Reduced | History |
| BHVNBiohaven Ltd. | COM | 476,190 | $6.61M | <0.1% | +476,190 | New | History |
| VERAVera Therapeutics, Inc. | CL A | 333,333 | $6.45M | <0.1% | 00.0% | Unchanged | History |
| ALECAlector, Inc. | COM | 681,991 | $6.29M | <0.1% | +442,763+185.1% | Added | History |
| MGNXMacrogenics Inc | COM | 892,579 | $5.99M | <0.1% | 00.0% | Unchanged | History |
| LONALeonaBio, Inc. | COM | 1,879,836 | $5.96M | <0.1% | +839,002+80.6% | Added | History |
| IPSCCentury Therapeutics, Inc. | COM | 1,149,340 | $5.90M | <0.1% | +778,753+210.1% | Added | History |
| ROIVRoivant Sciences Ltd. | SHS | 716,653 | $5.73M | <0.1% | +716,653 | New | History |
| TNGXTango Therapeutics, Inc. | COM | 750,000 | $5.44M | <0.1% | 00.0% | Unchanged | History |
| RVMDRevolution Medicines, Inc. | COM | 222,222 | $5.29M | <0.1% | 00.0% | Unchanged | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 500,000 | $4.47M | <0.1% | 00.0% | Unchanged | History |
| PRAXPraxis Precision Medicines, Inc. | COM | 1,830,315 | $4.36M | <0.1% | +1,830,315 | New | History |
| TCRXTScan Therapeutics, Inc. | COM | 2,784,792 | $4.32M | <0.1% | 00.0% | Unchanged | History |
| ARAVAravive, Inc. | COM | 3,261,224 | $4.30M | <0.1% | +3,261,224 | New | History |
| CYTCyteir Therapeutics, Inc. | COM | 2,492,118 | $4.11M | <0.1% | −151,522−5.7% | Reduced | History |
| NTRANatera, Inc. | COM | 100,000 | $4.02M | <0.1% | 00.0% | Unchanged | History |
| TLISTalis Biomedical Corp | COM | 7,624,835 | $3.40M | <0.1% | 00.0% | Unchanged | History |
| TILInstil Bio, Inc. | COM | 5,273,789 | $3.32M | <0.1% | +1,380,089+35.4% | Added | History |
| XNCRXencor Inc | COM | 123,127 | $3.21M | <0.1% | +123,127 | New | History |
| ITOSiTeos Therapeutics, Inc. | COM | 150,346 | $2.94M | <0.1% | 00.0% | Unchanged | History |
| KALAKALA BIO, Inc. | COMM STK | 76,813 | $2.93M | <0.1% | +76,813 | New | History |
| BCELAtreca, Inc. | CL A COM | 3,532,760 | $2.83M | <0.1% | 00.0% | Unchanged | History |
| HOOKHOOKIPA Pharma Inc. | COM | 3,475,535 | $2.82M | <0.1% | +1,075,054+44.8% | Added | History |
| PMVPPMV Pharmaceuticals, Inc. | COM | 322,024 | $2.80M | <0.1% | 00.0% | Unchanged | History |
| ATRAAtara Biotherapeutics, Inc. | COM | 744,186 | $2.44M | <0.1% | 00.0% | Unchanged | History |
| NKTXNkarta, Inc. | COM | 400,000 | $2.40M | <0.1% | 00.0% | Unchanged | History |
| PCVXVaxcyte, Inc. | COM | 48,885 | $2.34M | <0.1% | +48,885 | New | History |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 2,591,366 | $2.33M | <0.1% | 00.0% | Unchanged | – |
| FATEFate Therapeutics Inc | COM | 215,695 | $2.18M | <0.1% | 00.0% | Unchanged | History |
| ALGSAligos Therapeutics, Inc. | COM | 2,076,400 | $1.98M | <0.1% | 00.0% | Unchanged | History |
| NGNENeurogene Inc. | COM | 3,821,740 | $1.95M | <0.1% | 00.0% | Unchanged | History |
| KRONKronos Bio, Inc. | COM | 1,198,151 | $1.94M | <0.1% | −341,465−22.2% | Reduced | History |
Sold out since Q3 2022 (15)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| GBTGlobal Blood Therapeutics, Inc. | COM | 3,732,502 | $254.2M | 1.7% | History |
| ChemoCentryx, Inc.16383L106 | COM | 1,792,657 | $92.6M | 0.6% | – |
| FMTXForma Therapeutics Holdings, Inc. | SHS | 1,886,760 | $37.6M | 0.2% | History |
| RLMDRelmada Therapeutics, Inc. | COM | 495,113 | $18.3M | 0.1% | History |
| ALKSAlkermes plc. | SHS | 815,016 | $18.2M | 0.1% | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 735,716 | $14.4M | 0.1% | History |
| TCDATricida, Inc. | COM | 1,320,290 | $13.8M | 0.1% | History |
| FLGTFulgent Genetics, Inc. | COM | 166,619 | $6.35M | <0.1% | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 5,377,113 | $5.86M | <0.1% | History |
| SRZNSurrozen, Inc. | COM | 2,500,000 | $5.05M | <0.1% | History |
| ALLKAllakos Inc. | COM | 703,050 | $4.30M | <0.1% | History |
| EIGREiger BioPharmaceuticals, Inc. | COM | 539,851 | $4.07M | <0.1% | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 110,729 | $2.66M | <0.1% | History |
| OTICOtonomy, Inc. | COM | 8,443,134 | $2.49M | <0.1% | History |
| LogicBio Therapeutics, Inc.54142F102 | COM | 139,105 | $38.0K | <0.1% | – |