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Baker Bros. Advisors LP

SEC CIK
0001263508
最新申報
2026/8/14

2021 年第 2 季持倉

持倉截至 2021/6/30,2021/8/16 申報。只含多頭部位,變化是跟 2021 年第 1 季比股數。

機構總覽
持股檔數
120
較 2021 年第 1 季 −6
總值
$227.7 億
較 2021 年第 1 季 −$2.95 億 (−1.3%)
申報日
2021/8/16
SEC
Baker Bros. Advisors LP 在 2021 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
SYRSSyros Pharmaceuticals, Inc.COM65,497$35.7 萬<0.1%−624,670−90.5%減碼歷史
KRROKorro Bio, Inc.COM55,555$55.3 萬<0.1%00.0%不變歷史
KZRKezar Life Sciences, Inc.COM139,676$75.8 萬<0.1%00.0%不變歷史
Bellicum Pharmaceuticals, Inc079481404COM NEW249,123$82.2 萬<0.1%00.0%不變–
CYPHCypherpunk Technologies Inc.COM559,705$91.8 萬<0.1%00.0%不變歷史
OYSTOyster Point Pharma, Inc.COM61,424$105.6 萬<0.1%00.0%不變歷史
Affimed N VN01045108COM164,605$139.9 萬<0.1%00.0%不變–
PASGPassage BIO, Inc.COM117,161$155.1 萬<0.1%−118,201−50.2%減碼歷史
INZYInozyme Pharma, Inc.COM106,999$182.3 萬<0.1%00.0%不變歷史
TARAProtara Therapeutics, Inc.COM STK199,671$194.5 萬<0.1%00.0%不變歷史
LogicBio Therapeutics, Inc.54142F102COM451,478$200.5 萬<0.1%00.0%不變–
RLMDRelmada Therapeutics, Inc.COM76,600$245.2 萬<0.1%+76,600新進歷史
TVTXTravere Therapeutics, Inc.COM186,915$272.7 萬<0.1%00.0%不變歷史
XLRNAcceleron Pharma IncCOM22,430$281.5 萬<0.1%00.0%不變歷史
TCRRTCR2 Therapeutics Inc.COM176,461$289.6 萬<0.1%00.0%不變歷史
AKROAkero Therapeutics, Inc.COM118,378$293.7 萬<0.1%00.0%不變歷史
EVFMEvofem Biosciences, Inc.COM2,697,110$304.8 萬<0.1%00.0%不變歷史
TCDATricida, Inc.COM729,300$315.1 萬<0.1%00.0%不變歷史
HRMYHarmony Biosciences Holdings, Inc.COM123,600$348.9 萬<0.1%00.0%不變歷史
ITOSiTeos Therapeutics, Inc.COM150,346$385.6 萬<0.1%00.0%不變歷史
GMDAGamida Cell Ltd.SHS610,626$391.4 萬<0.1%−426,600−41.1%減碼歷史
BMEABiomea Fusion, Inc.COM294,117$459.1 萬<0.1%+294,117新進歷史
NEXINexImmune, Inc.COM294,117$480.0 萬<0.1%00.0%不變歷史
ALECAlector, Inc.COM239,228$498.3 萬<0.1%00.0%不變歷史
ORTXOrchard Therapeutics plcADS1,192,003$523.3 萬<0.1%+457,572+62.3%加碼歷史
MGNXMacrogenics IncCOM200,679$539.0 萬<0.1%00.0%不變歷史
CABACabaletta Bio, Inc.COM636,363$547.3 萬<0.1%00.0%不變歷史
NGMNGM Biopharmaceuticals IncCOM291,801$575.4 萬<0.1%00.0%不變歷史
REPLReplimune Group, Inc.COM153,512$589.8 萬<0.1%00.0%不變歷史
BNRBurning Rock Biotech LtdSPONSORED ADS209,131$616.1 萬<0.1%00.0%不變歷史
HOOKHOOKIPA Pharma Inc.COM700,481$641.6 萬<0.1%00.0%不變歷史
Chiasma, Inc16706W102COM1,420,740$672.0 萬<0.1%+678,607+91.4%加碼–
DNLIDenali Therapeutics Inc.COM88,738$696.1 萬<0.1%00.0%不變歷史
RVMDRevolution Medicines, Inc.COM222,222$705.3 萬<0.1%00.0%不變歷史
BLUEbluebird bio, Inc.COM226,988$725.9 萬<0.1%00.0%不變歷史
SPRYARS Pharmaceuticals, Inc.COM238,095$735.5 萬<0.1%00.0%不變歷史
MREOMereo BioPharma Group plcSPON ADS2,459,399$779.6 萬<0.1%−4,260,549−63.4%減碼歷史
KRTXKaruna Therapeutics, Inc.COM69,966$797.5 萬<0.1%00.0%不變歷史
ASMBAssembly Biosciences, Inc.COM2,108,621$818.1 萬<0.1%+567,203+36.8%加碼歷史
LONALeonaBio, Inc.COM806,367$825.7 萬<0.1%00.0%不變歷史
ISEEIVERIC bio, Inc.COM1,406,037$887.2 萬<0.1%00.0%不變歷史
CNTACentessa Pharmaceuticals plcSPONSORED ADS400,000$888.4 萬<0.1%+400,000新進歷史
Genetron Hldgs Ltd37186H100ADS455,306$917.0 萬<0.1%00.0%不變–
CBAYCymaBay Therapeutics, Inc.COM2,170,464$946.3 萬<0.1%00.0%不變歷史
ALTAltimmune, Inc.COM NEW1,072,038$1,056 萬<0.1%−1,686,480−61.1%減碼歷史
EWTXEdgewise Therapeutics, Inc.COM500,000$1,067 萬<0.1%00.0%不變歷史
ANABAnaptysbio, IncCOM427,179$1,108 萬<0.1%00.0%不變歷史
MIRMMirum Pharmaceuticals, Inc.COM647,313$1,119 萬<0.1%00.0%不變歷史
Invitae Corp46185LAB9NOTE 2.000% 9/0–$1,389 萬0.1%–––
XENEXenon Pharmaceuticals Inc.COM751,639$1,400 萬0.1%00.0%不變歷史
ALBOAlbireo Pharma, Inc.COM412,466$1,451 萬0.1%00.0%不變歷史
AUPHAurinia Pharmaceuticals Inc.COM1,119,962$1,452 萬0.1%−290,102−20.6%減碼歷史
KDNYChinook Therapeutics, Inc.COM1,080,393$1,526 萬0.1%+331,700+44.3%加碼歷史
Biomarin Pharmaceutical Inc09061GAH4NOTE 0.599% 8/0–$1,557 萬0.1%–––
OTICOtonomy, Inc.COM7,222,474$1,611 萬0.1%+2,4000.0%加碼歷史
CRNXCrinetics Pharmaceuticals, Inc.COM920,656$1,735 萬0.1%+304,136+49.3%加碼歷史
CYTCyteir Therapeutics, Inc.COM812,640$1,739 萬0.1%+812,640新進歷史
PTGXProtagonist Therapeutics, IncCOM455,276$2,043 萬0.1%−980,916−68.3%減碼歷史
SYRESpyre Therapeutics, Inc.COM3,410,106$2,373 萬0.1%00.0%不變歷史
Achilles Therapeutics PLC00449L102SPONSORED ADS2,591,366$2,537 萬0.1%00.0%不變–
CYVNYOpthea LtdSPONSORED ADS3,412,062$2,709 萬0.1%+103,357+3.1%加碼歷史
Tricida, Inc.89610FAB7NOTE 3.500% 5/1–$2,733 萬0.1%–新進–
Apellis Pharmaceuticals, Inc.03753UAB2NOTE 3.500% 9/1–$2,779 萬0.1%–新進–
DSGNDesign Therapeutics, Inc.COM1,436,636$2,858 萬0.1%00.0%不變歷史
BCELAtreca, Inc.CL A COM3,532,760$3,010 萬0.1%00.0%不變歷史
ALKSAlkermes plc.SHS1,228,170$3,012 萬0.1%00.0%不變歷史
NVAXNovavax IncCOM NEW143,756$3,052 萬0.1%00.0%不變歷史
RETAReata Pharmaceuticals IncCL A223,976$3,170 萬0.1%00.0%不變歷史
JBIOJade Biosciences, Inc.COM1,428,571$3,261 萬0.1%+1,428,571新進歷史
ALGSAligos Therapeutics, Inc.COM1,610,000$3,282 萬0.1%00.0%不變歷史
ADCTADC Therapeutics SASHS1,418,107$3,453 萬0.2%00.0%不變歷史
BCABBioAtla, Inc.COM825,000$3,496 萬0.2%00.0%不變歷史
NGNENeurogene Inc.COM3,821,740$3,528 萬0.2%00.0%不變歷史
AXSMAxsome Therapeutics, Inc.COM539,057$3,637 萬0.2%−89,357−14.2%減碼歷史
FLGTFulgent Genetics, Inc.COM401,016$3,699 萬0.2%00.0%不變歷史
Sarepta Therapeutics, Inc.803607AB6DBCV 1.500%11/1–$3,848 萬0.2%–––
KNSAKiniksa Pharmaceuticals International, plcCOM CL A2,799,577$3,900 萬0.2%00.0%不變歷史
KRYSKrystal Biotech, Inc.COM607,735$4,133 萬0.2%−152,677−20.1%減碼歷史
ADAPYAdaptimmune Therapeutics PLCSPONDS ADR9,830,877$4,188 萬0.2%00.0%不變歷史
RAREUltragenyx Pharmaceutical Inc.COM444,444$4,238 萬0.2%00.0%不變歷史
MRUSMerus N.V.COM2,037,469$4,293 萬0.2%00.0%不變歷史
INSMED Inc457669AB5NOTE 0.750% 6/0–$4,406 萬0.2%–新進–
IMTXImmatics N.V.SHS4,282,938$4,973 萬0.2%+290,182+7.3%加碼歷史
FMTXForma Therapeutics Holdings, Inc.SHS2,024,876$5,040 萬0.2%00.0%不變歷史
HZNPHorizon Therapeutics Public Ltd CoSHS599,110$5,610 萬0.2%00.0%不變歷史
ZYMEZymeworks Inc.COM1,708,472$5,927 萬0.3%00.0%不變歷史
ALLKAllakos Inc.COM703,050$6,002 萬0.3%00.0%不變歷史
INSMINSMED IncCOM PAR $.012,156,001$6,136 萬0.3%00.0%不變歷史
NRIXNurix Therapeutics, Inc.COM2,454,082$6,511 萬0.3%00.0%不變歷史
NBIXNeurocrine Biosciences IncStock676,975$6,588 萬0.3%00.0%不變歷史
LEGNLegend Biotech CorpSPONSORED ADS1,664,534$6,833 萬0.3%+1,548,908+1,339.6%加碼歷史
TILInstil Bio, Inc.COM3,893,700$7,523 萬0.3%00.0%不變歷史
RYTMRhythm Pharmaceuticals, Inc.COM3,863,239$7,564 萬0.3%+383,366+11.0%加碼歷史
DBVTDBV Technologies S.A.SPONSORED ADR14,614,264$7,979 萬0.4%00.0%不變歷史
CERSCerus CorpCOM13,713,195$8,105 萬0.4%00.0%不變歷史
TLISTalis Biomedical CorpCOM7,574,835$8,355 萬0.4%00.0%不變歷史
VERVVerve Therapeutics, Inc.COM1,416,530$8,535 萬0.4%+1,416,530新進歷史
VSTMVerastem, Inc.COM21,491,630$8,747 萬0.4%+4,472,336+26.3%加碼歷史
KYMRKymera Therapeutics, Inc.COM1,959,211$9,502 萬0.4%00.0%不變歷史
IMCRImmunocore Holdings plcADS2,520,730$9,844 萬0.4%00.0%不變歷史

2021 年第 1 季之後清倉(15 檔)

2021 年第 1 季季末還持有、這份申報已經沒有的部位。

Baker Bros. Advisors LP 在 2021 年第 1 季之後清倉的部位
證券類別2021 年第 1 季股數2021 年第 1 季市值2021 年第 1 季佔組合 %紀錄
ALXNAlexion Pharmaceuticals, Inc.COM3,993,312$6.11 億2.6%歷史
ChemoCentryx, Inc.16383L106COM656,710$3,365 萬0.1%–
XNCRXencor IncCOM369,370$1,591 萬0.1%歷史
SGMOQSangamo Therapeutics, IncCOM429,063$537.6 萬<0.1%歷史
SRPTSarepta Therapeutics, Inc.COM58,700$437.5 萬<0.1%歷史
CNSTConstellation Pharmaceuticals IncCOM114,735$268.4 萬<0.1%歷史
ACGNAceragen, Inc.COM PAR2,047,180$266.1 萬<0.1%歷史
AUTLAutolus Therapeutics plcSPON ADS461,726$264.6 萬<0.1%歷史
VKTXViking Therapeutics, Inc.COM363,980$230.2 萬<0.1%歷史
MTEMMolecular Templates, Inc.COM133,833$168.9 萬<0.1%歷史
LKFTLakefront Biotherapeutics NVSPON ADR11,180$86.2 萬<0.1%歷史
ADMSAdamas Pharmaceuticals IncCOM147,996$71.0 萬<0.1%歷史
EOCNGalmed Pharmaceuticals Ltd.SHS184,927$63.4 萬<0.1%歷史
IFRXInflaRx N.V.COM138,040$53.8 萬<0.1%歷史
Genfit S A372279109ADS14,720$6.80 萬<0.1%–