BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q2 2019
Top Holdings103 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 50.1M | $3.5B | 23.5% | — | — | 2 qtrssince 2019-Q1 | Decreased 0 | |
INCYTE CORP | 32M | $2.7B | 18.5% | $86.01 | -1.22% | 2 qtrssince 2019-Q1 | Decreased 0 |
BEIGENE LTD-ADR | 11.8M | $1.5B | 9.9% | $132.00 | -6.10% | 2 qtrssince 2019-Q1 | Decreased 0 |
ALEXION PHARMACEUTICALS INC | 8.3M | $1.1B | 7.4% | — | — | 2 qtrssince 2019-Q1 | Decreased 0 |
ACADIA Pharmaceuticals Inc. | 39.3M | $1.1B | 7.1% | $26.85 | -0.45% | 2 qtrssince 2019-Q1 | Decreased 0 |
Amarin Corporation plc | 41.5M | $805.5M | 5.5% | — | — | — | — |
BIOMARIN PHARMACEUTICAL INC | 7.6M | $650M | 4.4% | $88.83 | -3.58% | 2 qtrssince 2019-Q1 | Unchanged 0 |
GENOMIC HEALTH INC | 9.3M | $538.7M | 3.7% | — | — | 2 qtrssince 2019-Q1 | Decreased 0 |
ASCENDIS PHARMA A/S | 3.4M | $390.4M | 2.7% | $117.70 | -2.17% | 2 qtrssince 2019-Q1 | Unchanged 0 |
MIRATI THERAPEUTICS INC | 2.5M | $258.9M | 1.8% | — | — | 2 qtrssince 2019-Q1 | Unchanged 0 |
ARGENX SE - ADR | 1M | $144.3M | 1.0% | $124.84 | +13.41% | 2 qtrssince 2019-Q1 | Unchanged 0 |
| 2.8M | $132M | 0.9% | — | — | 2 qtrssince 2019-Q1 | Decreased 0 | |
MADRIGAL PHARMACEUTICALS INC | 1.2M | $122.6M | 0.8% | $125.26 | -16.33% | 2 qtrssince 2019-Q1 | Unchanged 0 |
NEUROCRINE BIOSCIENCES INC | 1.4M | $119.5M | 0.8% | $87.28 | -3.26% | 2 qtrssince 2019-Q1 | Increased 53 |
HERON THERAPEUTICS INC | 6M | $111.9M | 0.8% | $23.47 | -20.79% | 2 qtrssince 2019-Q1 | Increased 50 |
Kodiak Sciences, Inc. | 9.1M | $107M | 0.7% | $6.53 | +79.17% | 2 qtrssince 2019-Q1 | Unchanged 0 |
INVITAE CORP | 3.9M | $91.7M | 0.6% | — | — | 2 qtrssince 2019-Q1 | Unchanged 0 |
TRICIDA INC | 2M | $77.7M | 0.5% | — | — | 2 qtrssince 2019-Q1 | Increased 46 |
SPARK THERAPEUTICS INC | 751,927 | $77M | 0.5% | — | — | 2 qtrssince 2019-Q1 | Unchanged 0 |
ATRECA INC | 3.5M | $66.6M | 0.5% | — | — | 1 qtr | New 49 |
BAKER BROS. ADVISORS LP manages $14.7B across 103 positions as of Q2 2019. Top holdings: SGEN (23.5%), INCY (18.5%), ONC (9.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 11 new positions, 4 exits, 15 increased. Top move: NBIX (INCREASED, conviction 53). Portfolio: $14.7B across 103 positions.
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer