Investor
BAKER BROS. ADVISORS LP
CIK 0001263508 · filed 2026-05-15 · SEC filing
13F book
$17.4B
Positions
84
7 new · 9 sold
Largest name
16.6%
Incyte Corp · INCY
Est. mark
−$56.5M
Price effect on 77 names still held. Flow $393.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Incyte Corp | INCY | 30.7M | $2.89B | 16.6% | −$143M | Added−$142.9M |
| Beone Medicines Ltd | — | 8.8M | $2.61B | 15.0% | −$60.2M | Held |
| Insmed Inc | INSM | 7.42M | $1.21B | 7.0% | −$69.4M | Added$66.1M |
| Madrigal Pharmaceuticals, Inc. | MDGL | 2.14M | $1.12B | 6.4% | −$126.1M | Held |
| Acadia Pharmaceuticals Inc | ACAD | 42.9M | $954.9M | 5.5% | −$190.9M | Held |
| Revolution Medicines Inc | — | 9.56M | $929.3M | 5.3% | $166.4M | Added$176.1M |
| Celcuity Inc. | CELC | 7.92M | $903.5M | 5.2% | $114M | Held |
| Kodiak Sciences Inc. | KOD | 19.9M | $759.3M | 4.4% | $202.4M | Held |
| Kymera Therapeutics, Inc. | KYMR | 8.66M | $721.1M | 4.1% | $47.4M | Held |
| Summit Therapeutics Inc. | SMMT | 36.4M | $690M | 4.0% | $53.5M | Held |
| Praxis Precision Medicines I | — | 1.75M | $564.9M | 3.2% | $30.9M | Added$232.8M |
| Rhythm Pharmaceuticals, Inc. | RYTM | 5.6M | $487.4M | 2.8% | −$112.5M | Held |
| Alkermes plc. | ALKS | 10M | $354M | 2.0% | $73.9M | Held |
| GRAIL, Inc. | GRAL | 4.03M | $208.2M | 1.2% | −$70.7M | Added$29.7M |
| Edgewise Therapeutics, Inc. | EWTX | 6.58M | $207.1M | 1.2% | $44M | Held |
| Ionis Pharmaceuticals Inc | IONS | 2.05M | $153.8M | 0.9% | −$7.2M | Added$12M |
| Kiniksa Pharmaceuticals Intl | — | 2.83M | $136.1M | 0.8% | $19.5M | Held |
| Immunovant, Inc. | IMVT | 5.46M | $135.6M | 0.8% | −$3.17M | Held |
| Roivant Sciences Ltd. | ROIV | 4.87M | $134.8M | 0.8% | $29.2M | Cut$14.3M |
| IDEAYA Biosciences, Inc. | IDYA | 3.95M | $131.5M | 0.8% | −$4.52M | Added$6.4M |
| Arrowhead Pharmaceuticals In | — | 1.99M | $124.9M | 0.7% | −$7.35M | Cut−$19.5M |
| Stoke Therapeutics, Inc. | STOK | 3.34M | $108.6M | 0.6% | $2.74M | Held |
| Immatics N.V. | IMTX | 10.9M | $107.4M | 0.6% | −$7.21M | Cut−$19.6M |
| AbCellera Biologics Inc. | ABCL | 30.3M | $105.7M | 0.6% | $1.93M | Added$11.5M |
| Abivax Sa | — | 875.8K | $97.5M | 0.6% | −$20.6M | Held |
| Crinetics Pharmaceuticals In | — | 2.35M | $85.4M | 0.5% | −$16.9M | Added$8.65M |
| Replimune Group, Inc. | REPL | 11M | $84.5M | 0.5% | −$22.9M | Held |
| Celcuity Inc. | CELC | 30.8M | $74.9M | 0.4% | $8.29M | Held |
| Nurix Therapeutics, Inc. | NRIX | 4.66M | $72.2M | 0.4% | −$16.2M | Held |
| Denali Therapeutics Inc. | DNLI | 3.73M | $71.6M | 0.4% | $10M | Held |
| Dianthus Therapeutics Inc | — | 852.2K | $71.5M | 0.4% | $33.7M | Added$39M |
| Monte Rosa Therapeutics, Inc. | GLUE | 4.35M | $71.5M | 0.4% | $3.35M | Held |
| Structure Therapeutics Inc. | GPCR | 1.43M | $69M | 0.4% | −$30.6M | Held |
| Entrada Therapeutics, Inc. | TRDA | 5.07M | $64M | 0.4% | $11.9M | Held |
| Bicycle Therapeutics Plc | BCYC | 10.9M | $50.5M | 0.3% | −$26.6M | Held |
| Spyre Therapeutics, Inc. | SYRE | 1M | $50.4M | 0.3% | $17.7M | Held |
| Rapport Therapeutics, Inc. | RAPP | 1.55M | $48.4M | 0.3% | $1.47M | Held |
| Alumis Inc. | ALMS | 2.01M | $44.3M | 0.3% | $19.2M | Added$29.1M |
| Mirum Pharmaceuticals, Inc. | MIRM | 446K | $41.2M | 0.2% | — | New |
| Viridian Therapeutics Inc | — | 1.97M | $38.6M | 0.2% | −$22.8M | Held |
| Enliven Therapeutics, Inc. | ELVN | 905.2K | $35.5M | 0.2% | $6.46M | Added$31.3M |
| Prelude Therapeutics Inc | PRLD | 10.1M | $34.6M | 0.2% | $5.26M | Held |
| Dbv Technologies S A | — | 1.46M | $30.5M | 0.2% | $2.51M | Held |
| Design Therapeutics, Inc. | DSGN | 2.59M | $27.5M | 0.2% | $2.81M | Added$6.57M |
| Centessa Pharmaceuticals Plc | — | 670.8K | $26.6M | 0.2% | $9.87M | Held |
| CytomX Therapeutics, Inc. | CTMX | 4.98M | $23.4M | 0.1% | $1.87M | Added$5.28M |
| Jade Biosciences, Inc. | JBIO | 1.64M | $23.1M | 0.1% | −$2.26M | Held |
| Disc Medicine, Inc. | IRON | 349.7K | $22.4M | 0.1% | −$5.21M | Added−$4.41M |
| Immunocore Hldgs Plc | — | 734.4K | $22.1M | 0.1% | −$3.35M | Cut−$58.5M |
| Xenon Pharmaceuticals Inc. | XENE | 370.2K | $21.5M | 0.1% | $4.93M | Held |
| Celldex Therapeutics Inc New | — | 665.4K | $21.1M | 0.1% | $3.03M | Held |
| Neurogene Inc. | NGNE | 991.7K | $20M | 0.1% | −$436.3K | Held |
| Evommune, Inc. | EVMN | 847.4K | $19.5M | 0.1% | — | New |
| Tectonic Therapeutic, Inc. | TECX | 607.8K | $18.8M | 0.1% | $6.11M | Cut−$58.2K |
| Contineum Therapeutics, Inc. | CTNM | 1.42M | $18.6M | 0.1% | $2.32M | Held |
| Argenx SE | ARGX | 25.2K | $18.4M | 0.1% | −$2.79M | Held |
| Cerus Corp | CERS | 10M | $18.2M | 0.1% | −$2.4M | Held |
| Taysha Gene Therapies, Inc. | TSHA | 4M | $17.9M | 0.1% | −$4.12M | Held |
| Aktis Oncology, Inc. | AKTS | 996.4K | $17.8M | 0.1% | — | New |
| Generate Biomedicines, Inc. | GENB | 1.42M | $17.8M | 0.1% | — | New |
| Sionna Therapeutics, Inc. | SION | 400K | $16M | 0.1% | −$420K | Held |
| Dyne Therapeutics, Inc. | DYN | 813.4K | $14.7M | 0.1% | −$1.16M | Held |
| Xencor Inc | XNCR | 1.1M | $13.3M | 0.1% | −$3.58M | Held |
| Compass Pathways Plc | CMPS | 2.34M | $13M | 0.1% | — | New |
| Relay Therapeutics, Inc. | RLAY | 1.16M | $11.5M | 0.1% | $1.73M | Held |
| Sera Prognostics, Inc. | SERA | 5.5M | $11.2M | 0.1% | −$5.06M | Held |
| Biontech Se | BNTX | 119.7K | $10.6M | 0.1% | −$756.8K | Cut−$24.5M |
| Pharvaris N.V. | PHVS | 375K | $10.6M | 0.1% | $187.5K | Held |
| Arcus Biosciences, Inc. | RCUS | 415.6K | $8.98M | 0.1% | −$602.1K | Added$2.54M |
| MapLight Therapeutics, Inc. | MPLT | 364.7K | $7.41M | 0.0% | $1.01M | Held |
| Absci Corp | ABSI | 2.13M | $6.4M | 0.0% | −$1.05M | Held |
| Wave Life Sciences Ltd. | WVE | 822.6K | $5.96M | 0.0% | −$3.35M | Added$115.1K |
| vTv Therapeutics Inc. | VTVT | 148.3K | $5.88M | 0.0% | −$48.9K | Held |
| Eikon Therapeutics, Inc. | EIKN | 555.6K | $5.88M | 0.0% | — | New |
| Protara Therapeutics, Inc. | TARA | 971.6K | $5.06M | 0.0% | −$116.6K | Held |
| Sagimet Biosciences Inc. | SGMT | 953K | $4.98M | 0.0% | −$662.3K | Held |
| Lb Pharmaceuticals Inc | LBRX | 200K | $4.93M | 0.0% | $480K | Held |
| Verastem, Inc. | VSTM | 584.8K | $3.1M | 0.0% | — | New |
| TScan Therapeutics, Inc. | TCRX | 2.78M | $2.81M | 0.0% | $27.8K | Held |
| Skye Bioscience, Inc. | SKYE | 1.58M | $968.1K | 0.0% | −$196K | Added−$119.4K |
| Sana Biotechnology, Inc. | SANA | 310.5K | $894.2K | 0.0% | −$369.5K | Held |
| Aligos Therapeutics, Inc. | ALGS | 83.1K | $617.1K | 0.0% | −$157K | Held |
| Tyra Biosciences, Inc. | TYRA | 10.6K | $406.2K | 0.0% | $127.4K | Held |
| Surrozen Inc | — | 833.3K | $13.3K | 0.0% | −$3.33K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.