BAKER BROS. ADVISORS LP
Institutional investor · Portfolio as of Q4 2021
Top Holdings121 positions
SEAGEN INC | 46.9M | $7.2B | 35.3% | — | — | 6 qtrssince 2020-Q3 | Decreased 0 |
BEONE MEDICINES LTD | 11.7M | $3.2B | 15.4% | $149.70 | +80.98% | 12 qtrssince 2019-Q1 | Unchanged 0 |
INCYTE CORP | 33.6M | $2.5B | 12.0% | $85.42 | -14.07% | 12 qtrssince 2019-Q1 | Increased 65 |
KODIAK SCIENCES INC | 14.7M | $1.2B | 6.1% | $38.71 | +118.99% | 12 qtrssince 2019-Q1 | Unchanged 0 |
ACADIA PHARMACEUTICALS INC | 41.9M | $978.2M | 4.8% | $27.58 | -15.36% | 12 qtrssince 2019-Q1 | Unchanged 0 |
BIOMARIN PHARMACEUTICAL INC | 7.6M | $673.3M | 3.3% | $88.78 | +0.34% | 12 qtrssince 2019-Q1 | Unchanged 0 |
ASCENDIS PHARMA A/S | 4.5M | $611M | 3.0% | $127.51 | +6.98% | 12 qtrssince 2019-Q1 | Unchanged 0 |
ARGENX SE | 1.1M | $392.1M | 1.9% | $138.29 | +153.23% | 12 qtrssince 2019-Q1 | Unchanged 0 |
MIRATI THERAPEUTICS INC | 1.4M | $206.8M | 1.0% | — | — | 12 qtrssince 2019-Q1 | Unchanged 0 |
BIOCRYST PHARMACEUTICALS INC | 12.7M | $176M | 0.9% | $7.50 | +83.98% | 12 qtrssince 2019-Q1 | Unchanged 0 |
KYMERA THERAPEUTICS INC | 2.4M | $151.4M | 0.7% | $37.03 | +71.47% | 6 qtrssince 2020-Q3 | Unchanged 0 |
Invitae Corp | 9.9M | $150.8M | 0.7% | — | — | 12 qtrssince 2019-Q1 | Unchanged 0 |
ABCELLERA BIOLOGICS INC | 10.5M | $149.4M | 0.7% | $41.10 | -65.11% | 5 qtrssince 2020-Q4 | Unchanged 0 |
MADRIGAL PHARMACEUTICALS INC | 1.5M | $127M | 0.6% | $112.39 | -24.60% | 12 qtrssince 2019-Q1 | Unchanged 0 |
PRELUDE THERAPEUTICS INC | 10.1M | $126M | 0.6% | $28.85 | -55.76% | 6 qtrssince 2020-Q3 | Unchanged 0 |
LEGEND BIOTECH CORP | 2.5M | $116M | 0.6% | $43.08 | +15.53% | 7 qtrssince 2020-Q2 | Increased 45 |
PACIFIC BIOSCIENCES CALIF IN | 5.4M | $111.4M | 0.5% | $16.33 | +25.30% | 6 qtrssince 2020-Q3 | Unchanged 0 |
GLOBAL BLOOD THERAPEUTICS IN | 3.3M | $97M | 0.5% | — | — | 8 qtrssince 2020-Q1 | Increased 37 |
CERUS CORP | 13.7M | $93.4M | 0.5% | $5.89 | +15.65% | 12 qtrssince 2019-Q1 | Unchanged 0 |
IGM BIOSCIENCES INC | 3.2M | $92.6M | 0.5% | — | — | 10 qtrssince 2019-Q3 | Unchanged 0 |
BAKER BROS. ADVISORS LP manages $20.6B across 121 positions as of Q4 2021. Top holdings: SGEN (35.3%), ONC (15.4%), INCY (12.0%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3/5.0.
Active quarter - 5 new positions, 6 exits, 17 increased. Top move: INCY (INCREASED, conviction 65). Portfolio: $20.6B across 121 positions.
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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
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