BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q4 2019
Top Holdings99 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 50.1M | $5.7B | 30.4% | — | — | 4 qtrssince 2019-Q1 | Unchanged 0 | |
INCYTE CORP | 32M | $2.8B | 14.8% | $86.01 | +2.37% | 4 qtrssince 2019-Q1 | Increased 62 |
BEIGENE LTD-ADR | 11.8M | $2B | 10.4% | $132.00 | +26.06% | 4 qtrssince 2019-Q1 | Unchanged 0 |
ACADIA Pharmaceuticals Inc. | 40.9M | $1.7B | 9.3% | $27.23 | +58.50% | 4 qtrssince 2019-Q1 | Unchanged 0 |
ALEXION PHARMACEUTICALS INC | 8.3M | $893.1M | 4.7% | — | — | 4 qtrssince 2019-Q1 | Unchanged 0 |
Kodiak Sciences, Inc. | 11M | $794.9M | 4.2% | $18.06 | +306.97% | 4 qtrssince 2019-Q1 | Increased 69 |
Amarin Corporation plc | 34.5M | $739.6M | 3.9% | — | — | — | — |
BIOMARIN PHARMACEUTICAL INC | 7.6M | $641.7M | 3.4% | $88.83 | -4.77% | 4 qtrssince 2019-Q1 | Unchanged 0 |
ASCENDIS PHARMA A/S | 3.4M | $471.7M | 2.5% | $117.70 | +15.52% | 4 qtrssince 2019-Q1 | Unchanged 0 |
EXACT SCIENCES CORP | 2.6M | $239.1M | 1.3% | $91.87 | 0.00% | 1 qtr | New 70 |
MIRATI THERAPEUTICS INC | 1.3M | $168.4M | 0.9% | — | — | 4 qtrssince 2019-Q1 | Unchanged 0 |
ARGENX SE - ADR | 1M | $163.7M | 0.9% | $124.84 | +28.58% | 4 qtrssince 2019-Q1 | Unchanged 0 |
DBV Technologies S.A. | 14.6M | $156.4M | 0.8% | — | — | — | — |
INVITAE CORP | 9.1M | $146.7M | 0.8% | — | — | 4 qtrssince 2019-Q1 | Increased 44 |
HERON THERAPEUTICS INC | 6M | $141.4M | 0.8% | $23.47 | +0.69% | 4 qtrssince 2019-Q1 | Unchanged 0 |
NEUROCRINE BIOSCIENCES INC | 1.3M | $134.8M | 0.7% | $87.28 | +22.78% | 4 qtrssince 2019-Q1 | Decreased 0 |
MYOKARDIA INC | 1.8M | $129.3M | 0.7% | — | — | 4 qtrssince 2019-Q1 | Increased 49 |
IGM BIOSCIENCES INC | 3.1M | $120M | 0.6% | — | — | 2 qtrssince 2019-Q3 | Unchanged 0 |
MADRIGAL PHARMACEUTICALS INC | 1.2M | $106.5M | 0.6% | $125.26 | -28.07% | 4 qtrssince 2019-Q1 | Unchanged 0 |
RA PHARMACEUTICALS INC | 2.1M | $98.3M | 0.5% | — | — | 4 qtrssince 2019-Q1 | Decreased 0 |
BAKER BROS. ADVISORS LP manages $18.8B across 99 positions as of Q4 2019. Top holdings: SGEN (30.4%), INCY (14.8%), ONC (10.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 8 new positions, 18 exits, 21 increased. Top move: EXAS (NEW, conviction 70). Portfolio: $18.8B across 99 positions.
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Portfolio allocation by GICS sector
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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