Baker Brothers Advisors Q4 2020 13F Holdings

Baker Brothers Advisors Q4 2020 holdings
TickerName ValueShares↓ Weighting
SGEN Seagen Inc.  $8,278,767
-10.5%
47,269,4240.0%31.19%
-15.6%
BGNE BeiGene, Ltd.sponsored adrReduce  $3,015,126
-20.9%
11,668,897
-12.3%
11.36%
-25.4%
INCY Incyte CorporationAdd  $2,783,337
-3.1%
31,999,741
0.0%
10.49%
-8.6%
ACAD ACADIA Pharmaceuticals...  $2,240,219
29.6%
41,904,5860.0%8.44%
22.2%
KOD Kodiak Sciences Inc.Add  $2,039,104
178.8%
13,879,952
12.4%
7.68%
162.9%
ALXN Alexion Pharmaceutical...  $1,368,786
36.5%
8,760,7940.0%5.16%
28.7%
PRLD Prelude Therapeutics I...  $723,988
137.5%
10,118,6360.0%2.73%
123.9%
BMRN BioMarin Pharmaceutica...  $665,505
15.3%
7,589,2940.0%2.51%
8.7%
NVTA Invitae CorporationAdd  $654,292
27.4%
15,649,182
32.0%
2.46%
20.1%
ASND Ascendis Pharma A/Ssponsored adr  $590,446
8.1%
3,540,2700.0%2.22%
1.9%
AbCellera Biologics Inc.New  $420,51510,450,1801.58%
MRTX Mirati Therapeutics, Inc.  $309,645
32.3%
1,409,7840.0%1.17%
24.7%
ARGX argenx SEsponsored adr  $299,842
12.0%
1,019,5570.0%1.13%
5.6%
IGMS IGM Biosciences, Inc.Add  $277,663
19.6%
3,144,892
0.0%
1.05%
12.8%
MDGL Madrigal Pharmaceutica...  $166,668
-6.4%
1,499,2130.0%0.63%
-11.7%
AMRN Amarin Corporation plcsponsored adrReduce  $136,880
1.5%
27,991,761
-12.6%
0.52%
-4.3%
HRTX Heron Therapeutics, Inc.  $126,878
42.8%
5,994,7040.0%0.48%
34.6%
KYMR Kymera Therapeutics, Inc.  $121,471
91.9%
1,959,2110.0%0.46%
80.9%
ALLK Allakos Inc.Add  $99,995
75.8%
714,250
2.3%
0.38%
65.7%
CERS Cerus Corporation  $94,895
10.5%
13,713,1950.0%0.36%
4.2%
BCRX BioCryst Pharmaceutica...  $94,584
116.9%
12,695,8180.0%0.36%
104.5%
PACB Pacific Biosciences of...Reduce  $83,059
158.9%
3,201,972
-1.5%
0.31%
144.1%
ZYME Zymeworks Inc.  $80,742
1.5%
1,708,4720.0%0.30%
-4.3%
INSM Insmed IncorporatedReduce  $71,773
-1.7%
2,156,001
-5.1%
0.27%
-7.4%
FMTX Forma Therapeutics Hol...Add  $70,668
-20.0%
2,024,876
14.3%
0.27%
-24.5%
RYTM Rhythm Pharmaceuticals...Reduce  $68,821
28.5%
2,314,873
-6.3%
0.26%
21.2%
NBIX Neurocrine Biosciences...  $64,888
-0.3%
676,9750.0%0.24%
-6.0%
AXSM Axsome Therapeutics, Inc.Reduce  $63,452
-7.2%
778,834
-18.9%
0.24%
-12.5%
RARE Ultragenyx Pharmaceuti...New  $61,524444,4440.23%
NRIX Nurix Therapeutics, Inc.  $58,820
-5.8%
1,788,9210.0%0.22%
-11.2%
BCEL Atreca, Inc.  $57,054
15.6%
3,532,7600.0%0.21%
9.0%
NLTX Neoleukin Therapeutics...  $53,887
17.5%
3,821,7400.0%0.20%
10.8%
ADAP Adaptimmune Therapeuti...sponsored adrAdd  $52,988
4.9%
9,830,877
55.3%
0.20%
-1.1%
APLS Apellis Pharmaceutical...  $51,283
89.6%
896,5510.0%0.19%
78.8%
KNSA Kiniksa Pharmaceutical...  $49,469
15.3%
2,799,5770.0%0.19%
8.7%
ADCT ADC Therapeutics SAReduce  $45,394
-18.5%
1,418,107
-16.0%
0.17%
-23.1%
ALGS Aligos Therapeutics, Inc.New  $44,5171,610,0000.17%
HZNP Horizon Therapeutics P...Reduce  $43,825
-15.4%
599,110
-10.1%
0.17%
-20.2%
KRYS Krystal Biotech, Inc.Reduce  $41,932
25.7%
698,874
-9.8%
0.16%
18.5%
CCXI ChemoCentryx, Inc.Reduce  $40,663
-17.5%
656,710
-27.0%
0.15%
-22.3%
GBT Global Blood Therapeut...  $39,861
-21.5%
920,3750.0%0.15%
-25.9%
DBVT DBV Technologies S.A.sponsored adr  $38,289
51.4%
14,614,2640.0%0.14%
42.8%
OPT Opthea Limitedsponsored adsNew  $37,1073,308,7050.14%
MRUS Merus N.V.  $35,717
46.1%
2,037,4690.0%0.13%
37.7%
ALKS Alkermes plcAdd  $30,626
36.0%
1,535,149
13.0%
0.12%
28.2%
FREQ Frequency Therapeutics...Reduce  $30,200
65.6%
856,507
-9.8%
0.11%
56.1%
PTGX Protagonist Therapeuti...Reduce  $28,954
-7.2%
1,436,192
-10.0%
0.11%
-12.5%
BioAtla, Inc.New  $28,058825,0000.11%
RETA Reata Pharmaceuticals,...cl aAdd  $27,688
434.4%
223,976
321.1%
0.10%
403.9%
ATHA Athira Pharma, Inc.Reduce  $27,618
69.6%
806,367
-8.6%
0.10%
59.9%
AGLE Aeglea BioTherapeutics...Reduce  $26,838
-13.6%
3,410,106
-22.1%
0.10%
-18.5%
FLGT Fulgent Genetics, Inc.Reduce  $25,819
18.1%
495,573
-9.3%
0.10%
11.3%
ADPT Adaptive Biotechnologi...Reduce  $22,451
4.8%
379,682
-13.8%
0.08%
-1.2%
VSTM Verastem, Inc.New  $21,60710,144,0390.08%
MREO Mereo BioPharma Group plcadsNew  $21,5886,030,2930.08%
ALT Altimmune, Inc.Reduce  $21,257
-27.0%
1,884,451
-14.6%
0.08%
-31.2%
AUPH Aurinia Pharmaceutical...Reduce  $19,501
-18.2%
1,410,064
-12.9%
0.07%
-22.9%
IMTX Immatics N.V.Add  $19,476
83.3%
1,805,025
80.2%
0.07%
72.8%
NVAX Novavax, Inc.Reduce  $18,924
-6.8%
169,706
-9.4%
0.07%
-12.1%
IDRA Idera Pharmaceuticals,...  $16,914
71.5%
4,608,7860.0%0.06%
61.7%
CBAY Cymabay Therapeutics, ...Reduce  $16,607
-29.5%
2,893,276
-11.0%
0.06%
-33.5%
Invitae Corporationnote 2.0% 9/1/2024  $16,446
-2.7%
10,300,0000.0%0.06%
-8.3%
XNCR Xencor, Inc.Reduce  $16,116
1.3%
369,370
-9.9%
0.06%
-4.5%
BioMarin Pharmaceutica...note 0.599% 8/1/2024  $16,033
2.4%
15,000,0000.0%0.06%
-3.4%
ALBO Albireo Pharma, Inc.Reduce  $15,472
-15.6%
412,466
-24.9%
0.06%
-20.4%
SGMO Sangamo Therapeutics, ...Reduce  $13,379
49.1%
857,339
-9.7%
0.05%
40.5%
GWPH GW Pharmaceuticals plcadsReduce  $13,029
-3.5%
112,897
-18.6%
0.05%
-9.1%
GMDA Gamida Cell Ltd.Add  $12,990
394.3%
1,548,314
144.5%
0.05%
366.0%
KDNY Chinook Therapeutics, ...New  $11,874748,6930.04%
FPRX Five Prime Therapeutic...New  $11,363668,0000.04%
MIRM Mirum Pharmaceuticals,...Add  $11,302
6.1%
647,313
17.1%
0.04%
-0.0%
Silverback Therapeutic...New  $11,033238,0950.04%
XENE Xenon Pharmaceuticals ...Reduce  $10,572
25.6%
687,386
-9.6%
0.04%
18.4%
BLUE bluebird bio, Inc.Reduce  $9,822
-27.8%
226,988
-9.9%
0.04%
-31.9%
ISEE IVERIC bio, Inc.  $9,716
22.5%
1,406,0370.0%0.04%
15.5%
ASMB Assembly Biosciences, ...  $9,326
-63.2%
1,541,4180.0%0.04%
-65.3%
ANAB AnaptysBio, Inc.Reduce  $9,184
27.8%
427,179
-12.3%
0.03%
20.5%
CRNX Crinetics Pharmaceutic...Add  $8,699
83.6%
616,520
103.9%
0.03%
73.1%
VXRT Vaxart, Inc.Reduce  $7,987
-23.3%
1,398,795
-10.7%
0.03%
-27.7%
CABA Cabaletta Bio, Inc.  $7,942
15.1%
636,3630.0%0.03%
8.6%
HOOK HOOKIPA Pharma Inc.  $7,768
17.1%
700,4810.0%0.03%
10.4%
SYRS Syros Pharmaceuticals,...  $7,488
22.7%
690,1670.0%0.03%
15.7%
DNLI Denali Therapeutics Inc.Reduce  $7,433
108.7%
88,738
-10.7%
0.03%
96.7%
KRTX Karuna Therapeutics, Inc.Reduce  $7,108
18.2%
69,966
-10.0%
0.03%
11.4%
AUTL Autolus Therapeutics plcsponsored adsAdd  $6,993
30.2%
782,183
69.6%
0.03%
22.8%
HRMY Harmony Biosciences Ho...Reduce  $6,507
-52.0%
180,000
-55.0%
0.02%
-54.8%
GTH Genetron Holdings LimitedadsAdd  $6,374
433.8%
455,306
355.3%
0.02%
403.3%
NTLA Intellia Therapeutics,...Reduce  $6,055
149.2%
111,296
-9.0%
0.02%
134.9%
PASG Passage Bio, Inc.Reduce  $6,018
75.8%
235,362
-9.8%
0.02%
65.8%
REPL Replimune Group, Inc.Reduce  $5,856
23.1%
153,512
-25.7%
0.02%
16.1%
ITOS Iteos Therapeutics, Inc.Reduce  $5,085
23.0%
150,346
-10.3%
0.02%
16.0%
TARA Protara Therapeutics, ...  $4,834
43.9%
199,6710.0%0.02%
35.6%
BNR Burning Rock Biotech L...sponsored adsReduce  $4,831
-18.8%
209,131
-11.9%
0.02%
-23.5%
GOSS Gossamer Bio, Inc.New  $4,649480,7290.02%
MGNX MacroGenics, Inc.New  $4,588200,6790.02%
TCDA Tricida, Inc.New  $4,437629,3000.02%
IFRX Inflarx N.V.Reduce  $4,307
0.3%
856,228
-15.0%
0.02%
-5.4%
ALEC Alector, Inc.Reduce  $3,620
29.4%
239,228
-9.9%
0.01%
22.0%
LOGC LogicBio Therapeutics,...New  $3,445451,4780.01%
TCRR TCR2 Therapeutics Inc.Reduce  $3,430
37.8%
110,888
-9.5%
0.01%
29.9%
CNST Constellation Pharmace...Reduce  $3,304
22.3%
114,735
-13.9%
0.01%
15.3%
LEGN Legend Biotech Corpora...sponsored adsReduce  $3,256
-17.7%
115,626
-9.8%
0.01%
-22.4%
NGM NGM Biopharmaceuticals...Reduce  $3,230
71.9%
106,616
-9.7%
0.01%
62.1%
CHMA Chiasma, Inc.  $3,228
1.2%
742,1330.0%0.01%
-4.6%
AKRO Akero Therapeutics, Inc.Reduce  $3,054
-24.7%
118,378
-10.2%
0.01%
-29.0%
XLRN Acceleron Pharma Inc.Reduce  $2,870
-0.5%
22,430
-12.5%
0.01%
-6.2%
DRNA Dicerna Pharmaceutical...Reduce  $2,250
10.6%
102,121
-9.7%
0.01%
4.2%
INZY Inozyme Pharma, Inc.Reduce  $2,208
-29.1%
106,999
-9.7%
0.01%
-33.2%
OVID Ovid Therapeutics Inc.Add  $2,208
-34.9%
955,690
61.8%
0.01%
-38.6%
VKTX Viking Therapeutics, Inc.Reduce  $2,049
-12.9%
363,980
-10.0%
0.01%
-17.9%
RCUS Arcus Biosciences, Inc.Reduce  $1,888
-4.6%
72,709
-37.0%
0.01%
-10.0%
ORTX Orchard Therapeutics plcadsReduce  $1,436
1.8%
332,502
-3.1%
0.01%
-4.0%
LPTX Leap Therapeutics, Inc.  $1,259
13.6%
559,7050.0%0.00%
7.1%
MTEM Molecular Templates, Inc.Reduce  $1,257
-22.6%
133,833
-10.1%
0.00%
-27.1%
OYST Oyster Point Pharma, Inc.Reduce  $1,156
-19.7%
61,424
-10.0%
0.00%
-24.3%
GLPG Galapagos NVsponsored adrReduce  $1,107
-37.1%
11,180
-9.9%
0.00%
-40.7%
INFI Infinity Pharmaceutica...Reduce  $1,107
63.0%
522,360
-10.0%
0.00%
53.7%
EVFM Evofem Biosciences, Inc.Reduce  $991
-3.0%
411,396
-5.0%
0.00%
-8.6%
Affimed N.V.Reduce  $958
49.0%
164,605
-13.3%
0.00%
40.5%
Bellicum Pharmaceutica...  $879
-46.3%
249,1230.0%0.00%
-49.4%
KZR Kezar Life Sciences, Inc.Reduce  $729
-73.8%
139,676
-75.7%
0.00%
-75.3%
ADMS Adamas Pharmaceuticals...Reduce  $641
-5.0%
147,996
-9.7%
0.00%
-10.5%
GLMD Galmed Pharmaceuticals...Reduce  $575
-20.7%
184,927
-10.0%
0.00%
-25.2%
QURE uniQure N.V.Reduce  $244
-96.6%
6,740
-96.5%
0.00%
-96.8%
SNSS Sunesis Pharmaceutical...New  $10653,0660.00%
GNFT Genfit SAadsReduce  $71
-52.7%
14,720
-48.2%
0.00%
-55.4%
SNSS Sunesis Pharmaceutical...Sold out  $0-53,066-0.00%
ARAV Aravive, Inc.Sold out  $0-75,854-0.00%
APLT Applied Therapeutics, ...Sold out  $0-38,034-0.00%
CPRX Catalyst Pharmaceutica...Sold out  $0-474,400-0.01%
UROV Urovant Sciences Ltd.Sold out  $0-978,505-0.04%
IMMU Immunomedics, Inc.Sold out  $0-237,694-0.08%
Neurocrine Biosciences...note 2.25% 5/15/2024Sold out  $0-30,770,000-0.17%
EXAS Exact Sciences Corpora...Sold out  $0-1,846,139-0.75%
MYOK MyoKardia, Inc.Sold out  $0-3,009,344-1.64%