BAKER BROS. ADVISORS LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Praxis Precision Medicines, Inc.(PRAX) | 1,126,488 | 1,753,198 | +626,710 | 332,021,073 | 564,862,864 | 3.24% | +232,841,791 |
| Kodiak Sciences Inc.(KOD) | 19,919,186 | 19,919,186 | 0 | 556,940,441 | 759,319,370 | 4.36% | +202,378,929 |
| Revolution Medicines, Inc.(RVMD) | 9,455,357 | 9,555,357 | +100,000 | 753,119,185 | 929,258,468 | 5.34% | +176,139,283 |
| Celcuity Inc.(CELC) | 7,915,792 | 7,915,792 | 0 | 789,521,094 | 903,508,499 | 5.19% | +113,987,405 |
| Alkermes plc(ALKS) | 10,012,267 | 10,012,267 | 0 | 280,143,231 | 354,033,761 | 2.03% | +73,890,530 |
| Insmed Incorporated(INSM) | 6,592,746 | 7,421,111 | +828,365 | 1,147,401,514 | 1,213,500,071 | 6.97% | +66,098,557 |
| Summit Therapeutics Inc.(SMMT) | 36,391,063 | 36,391,063 | 0 | 636,479,692 | 689,974,554 | 3.96% | +53,494,862 |
| Kymera Therapeutics, Inc.(KYMR) | 8,657,242 | 8,657,242 | 0 | 673,620,000 | 721,061,686 | 4.14% | +47,441,686 |
| Edgewise Therapeutics, Inc.(EWTX) | 6,575,940 | 6,575,940 | 0 | 163,181,951 | 207,142,110 | 1.19% | +43,960,159 |
| Mirum Pharmaceuticals, Inc.(MIRM) | 0 | 445,975 | +445,975 | 0 | 41,199,171 | 0.24% | +41,199,171 |
| Dianthus Therapeutics, Inc.(DNTH) | 789,759 | 852,164 | +62,405 | 32,545,968 | 71,513,603 | 0.41% | +38,967,635 |
| Enliven Therapeutics, Inc. | 271,406 | 905,191 | +633,785 | 4,179,652 | 35,483,487 | 0.20% | +31,303,835 |
| GRAIL, Inc.(GRAL) | 2,085,333 | 4,028,614 | +1,943,281 | 178,483,651 | 208,198,772 | 1.20% | +29,715,121 |
| Alumis Inc. | 1,562,500 | 2,012,500 | +450,000 | 15,250,000 | 44,335,375 | 0.25% | +29,085,375 |
| Kiniksa Pharmaceuticals International, plc(KNSA) | 2,826,246 | 2,826,246 | 0 | 116,582,648 | 136,083,745 | 0.78% | +19,501,097 |
| Evommune, Inc. | 0 | 847,390 | +847,390 | 0 | 19,481,496 | 0.11% | +19,481,496 |
| Aktis Oncology, Inc.(AKTS) | 0 | 996,351 | +996,351 | 0 | 17,824,719 | 0.10% | +17,824,719 |
| Generate Biomedicines, Inc.(GENB) | 0 | 1,423,602 | +1,423,602 | 0 | 17,795,025 | 0.10% | +17,795,025 |
| Spyre Therapeutics, Inc.(SYRE) | 1,000,000 | 1,000,000 | 0 | 32,760,000 | 50,440,000 | 0.29% | +17,680,000 |
| Roivant Sciences Ltd.(ROIV) | 5,555,017 | 4,867,723 | -687,294 | 120,543,869 | 134,835,927 | 0.77% | +14,292,058 |
| COMPASS Pathways plc(CMPS) | 0 | 2,344,720 | +2,344,720 | 0 | 12,966,302 | 0.07% | +12,966,302 |
| Ionis Pharmaceuticals, Inc.(IONS) | 1,791,841 | 2,047,727 | +255,886 | 141,752,542 | 153,763,820 | 0.88% | +12,011,278 |
| Entrada Therapeutics, Inc. | 5,072,730 | 5,072,730 | 0 | 52,147,664 | 64,017,853 | 0.37% | +11,870,189 |
| AbCellera Biologics Inc.(ABCL) | 27,525,640 | 30,275,938 | +2,750,298 | 94,137,689 | 105,663,024 | 0.61% | +11,525,335 |
| Denali Therapeutics Inc.(DNLI) | 3,731,695 | 3,731,695 | 0 | 61,610,284 | 71,648,544 | 0.41% | +10,038,260 |
| Centessa Pharmaceuticals plc | 670,751 | 670,751 | 0 | 16,775,483 | 26,642,230 | 0.15% | +9,866,747 |
| Crinetics Pharmaceuticals, Inc.(CRNX) | 1,648,869 | 2,351,465 | +702,596 | 76,754,852 | 85,405,209 | 0.49% | +8,650,357 |
| Celcuity Inc.(CELC) | 0 | 30,750,000 | +30,750,000 | 66,580,023 | 74,868,563 | 0.43% | +8,288,540 |
| Design Therapeutics, Inc. | 2,233,099 | 2,585,978 | +352,879 | 20,946,469 | 27,514,806 | 0.16% | +6,568,337 |
| IDEAYA Biosciences, Inc.(IDYA) | 3,618,826 | 3,946,515 | +327,689 | 125,102,815 | 131,497,880 | 0.76% | +6,395,065 |
| Eikon Therapeutics, Inc. | 0 | 555,555 | +555,555 | 0 | 5,877,772 | 0.03% | +5,877,772 |
| CytomX Therapeutics, Inc. | 4,250,826 | 4,975,826 | +725,000 | 18,108,519 | 23,386,382 | 0.13% | +5,277,863 |
| Prelude Therapeutics Inc. | 10,123,824 | 10,123,824 | 0 | 29,359,090 | 34,623,478 | 0.20% | +5,264,388 |
| Xenon Pharmaceuticals Inc.(XENE) | 370,208 | 370,208 | 0 | 16,592,723 | 21,527,595 | 0.12% | +4,934,872 |
| Monte Rosa Therapeutics, Inc.(GLUE) | 4,345,736 | 4,345,736 | 0 | 68,141,140 | 71,487,357 | 0.41% | +3,346,217 |
| Verastem, Inc. | 0 | 584,757 | +584,757 | 0 | 3,099,212 | 0.02% | +3,099,212 |
| Celldex Therapeutics, Inc.(CLDX) | 665,370 | 665,370 | 0 | 18,071,449 | 21,105,536 | 0.12% | +3,034,087 |
| Stoke Therapeutics, Inc.(STOK) | 3,336,697 | 3,336,697 | 0 | 105,906,763 | 108,642,854 | 0.62% | +2,736,091 |
| Arcus Biosciences, Inc.(RCUS) | 270,000 | 415,621 | +145,621 | 6,434,100 | 8,977,414 | 0.05% | +2,543,314 |
| DBV Technologies S.A. | 1,461,425 | 1,461,425 | 0 | 28,015,517 | 30,529,168 | 0.18% | +2,513,651 |
| Contineum Therapeutics, Inc. | 1,420,838 | 1,420,838 | 0 | 16,240,178 | 18,556,144 | 0.11% | +2,315,966 |
| Relay Therapeutics, Inc.(RLAY) | 1,160,117 | 1,160,117 | 0 | 9,814,590 | 11,543,164 | 0.07% | +1,728,574 |
| Rapport Therapeutics, Inc.(RAPP) | 1,547,090 | 1,547,090 | 0 | 46,938,711 | 48,408,446 | 0.28% | +1,469,735 |
| MapLight Therapeutics, Inc.(MPLT) | 364,705 | 364,705 | 0 | 6,406,043 | 7,414,453 | 0.04% | +1,008,410 |
| LB Pharmaceuticals Inc.(LBRX) | 200,000 | 200,000 | 0 | 4,452,000 | 4,932,000 | 0.03% | +480,000 |
| Pharvaris N.V. COM | 375,000 | 375,000 | 0 | 10,406,250 | 10,593,750 | 0.06% | +187,500 |
| Tyra Biosciences, Inc.(TYRA) | 10,607 | 10,607 | 0 | 278,858 | 406,248 | 0.00% | +127,390 |
| Wave Life Sciences Ltd.(WVE) | 344,063 | 822,638 | +478,575 | 5,849,071 | 5,964,126 | 0.03% | +115,055 |
| TScan Therapeutics, Inc. | 2,784,792 | 2,784,792 | 0 | 2,784,792 | 2,812,640 | 0.02% | +27,848 |
| Surrozen, Inc. | 833,333 | 833,333 | 0 | 16,667 | 13,333 | 0.00% | -3,334 |
| vTv Therapeutics, Inc. | 148,314 | 148,314 | 0 | 5,931,077 | 5,882,133 | 0.03% | -48,944 |
| Acrivon Therapeutics, Inc. | 22,809 | 0 | -22,809 | 54,970 | 0 | — | -54,970 |
| Tectonic Therapeutic, Inc. | 903,400 | 607,788 | -295,612 | 18,844,924 | 18,786,727 | 0.11% | -58,197 |
| Protara Therapeutics, Inc. | 971,614 | 971,614 | 0 | 5,178,703 | 5,062,109 | 0.03% | -116,594 |
| Skye Bioscience, Inc. | 1,450,638 | 1,575,243 | +124,605 | 1,087,543 | 968,144 | 0.01% | -119,399 |
| Aligos Therapeutics, Inc. | 83,055 | 83,055 | 0 | 774,073 | 617,099 | 0.00% | -156,974 |
| Sana Biotechnology, Inc.(SANA) | 310,483 | 310,483 | 0 | 1,263,666 | 894,191 | 0.01% | -369,475 |
| Sionna Therapeutics, Inc.(SION) | 400,000 | 400,000 | 0 | 16,456,000 | 16,036,000 | 0.09% | -420,000 |
| Neurogene Inc. | 991,691 | 991,691 | 0 | 20,428,835 | 19,992,491 | 0.11% | -436,344 |
| Sagimet Biosciences Inc. | 952,996 | 952,996 | 0 | 5,641,736 | 4,979,404 | 0.03% | -662,332 |
| KALA BIO, Inc. | 1,804,055 | 0 | -1,804,055 | 1,002,874 | 0 | — | -1,002,874 |
| Absci Corporation | 2,134,803 | 2,134,803 | 0 | 7,450,462 | 6,404,409 | 0.04% | -1,046,053 |
| Dyne Therapeutics, Inc.(DYN) | 813,449 | 813,449 | 0 | 15,911,062 | 14,747,830 | 0.08% | -1,163,232 |
| Jade Biosciences, Inc. | 1,641,137 | 1,641,137 | 0 | 25,322,744 | 23,057,975 | 0.13% | -2,264,769 |
| Cerus Corporation | 10,008,345 | 10,008,345 | 0 | 20,617,191 | 18,215,188 | 0.10% | -2,402,003 |
| argenx SE(ARGX) | 25,174 | 25,174 | 0 | 21,170,075 | 18,383,314 | 0.11% | -2,786,761 |
| Immunovant, Inc.(IMVT) | 5,457,881 | 5,457,881 | 0 | 138,739,335 | 135,573,764 | 0.78% | -3,165,571 |
| Vir Biotechnology, Inc.(VIR) | 542,539 | 0 | -542,539 | 3,271,510 | 0 | — | -3,271,510 |
| 4D Molecular Therapeutics, Inc. | 475,737 | 0 | -475,737 | 3,568,028 | 0 | — | -3,568,028 |
| Xencor, Inc.(XNCR) | 1,102,106 | 1,102,106 | 0 | 16,873,243 | 13,291,398 | 0.08% | -3,581,845 |
| Taysha Gene Therapies, Inc.(TSHA) | 4,004,756 | 4,004,756 | 0 | 22,026,158 | 17,901,259 | 0.10% | -4,124,899 |
| Disc Medicine, Inc.(IRON) | 337,050 | 349,657 | +12,607 | 26,765,141 | 22,357,069 | 0.13% | -4,408,072 |
| Sera Prognostics, Inc. | 5,498,170 | 5,498,170 | 0 | 16,219,602 | 11,161,285 | 0.06% | -5,058,317 |
| Nuvalent, Inc.(NUVL) | 143,937 | 0 | -143,937 | 14,478,623 | 0 | — | -14,478,623 |
| Nurix Therapeutics, Inc.(NRIX) | 4,658,556 | 4,658,556 | 0 | 88,372,807 | 72,207,618 | 0.41% | -16,165,189 |
| Arrowhead Pharmaceuticals, Inc.(ARWR) | 2,175,645 | 1,992,783 | -182,862 | 144,441,072 | 124,947,494 | 0.72% | -19,493,578 |
| Immatics N.V.(IMTX) | 12,094,094 | 10,916,693 | -1,177,401 | 126,987,987 | 107,420,259 | 0.62% | -19,567,728 |
| Abivax S.A.(ABVX) | 875,796 | 875,796 | 0 | 118,105,470 | 97,519,885 | 0.56% | -20,585,585 |
| Ventyx Biosciences, Inc. | 2,349,280 | 0 | -2,349,280 | 21,213,998 | 0 | — | -21,213,998 |
| BioCryst Pharmaceuticals, Inc.(BCRX) | 2,822,727 | 0 | -2,822,727 | 22,017,271 | 0 | — | -22,017,271 |
| Viridian Therapeutics, Inc.(VRDN) | 1,971,678 | 1,971,678 | 0 | 61,358,619 | 38,566,022 | 0.22% | -22,792,597 |
| Replimune Group, Inc.(REPL) | 11,045,336 | 11,045,336 | 0 | 107,360,666 | 84,496,820 | 0.49% | -22,863,846 |
| BioNTech SE(BNTX) | 368,923 | 119,743 | -249,180 | 35,121,470 | 10,642,758 | 0.06% | -24,478,712 |
| Bicycle Therapeutics plc | 10,885,357 | 10,885,357 | 0 | 77,068,328 | 50,508,056 | 0.29% | -26,560,272 |
| Structure Therapeutics Inc. | 1,432,529 | 1,432,529 | 0 | 99,632,392 | 69,047,898 | 0.40% | -30,584,494 |
| Terns Pharmaceuticals, Inc. | 950,000 | 0 | -950,000 | 38,380,000 | 0 | — | -38,380,000 |
| Immunocore Holdings plc(IMCR) | 2,322,656 | 734,397 | -1,588,259 | 80,619,390 | 22,142,070 | 0.13% | -58,477,320 |
| BeOne Medicines Ltd.(ONC) | 8,799,053 | 8,799,053 | 0 | 2,673,240,292 | 2,613,054,769 | 15.00% | -60,185,523 |
| Ultragenyx Pharmaceutical Inc.(RARE) | 2,772,692 | 0 | -2,772,692 | 63,771,916 | 0 | — | -63,771,916 |
| Rhythm Pharmaceuticals, Inc.(RYTM) | 5,604,483 | 5,604,483 | 0 | 599,903,860 | 487,421,887 | 2.80% | -112,481,973 |
| Madrigal Pharmaceuticals, Inc.(MDGL) | 2,141,701 | 2,141,701 | 0 | 1,247,198,160 | 1,121,116,222 | 6.44% | -126,081,938 |
| Incyte Corporation(INCY) | 30,743,991 | 30,744,412 | +421 | 3,036,583,991 | 2,893,664,057 | 16.62% | -142,919,934 |
| ACADIA Pharmaceuticals Inc. | 42,896,690 | 42,896,690 | 0 | 1,145,770,590 | 954,880,319 | 5.48% | -190,890,271 |