Baker Bros. Advisors as of Dec. 31, 2011
Portfolio Holdings for Baker Bros. Advisors
Baker Bros. Advisors holds 55 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Onyx Pharmaceuticals | 4.4 | $9.4M | 215k | 43.95 | |
| 55 Intermune Inc Notes 5% 3/1/15 conv bonds | 4.2 | $9.0M | 19M | 0.48 | |
| Aegerion Pharmaceuticals | 4.1 | $8.8M | 527k | 16.74 | |
| 10 Auxilium | 4.1 | $8.8M | 6.5M | 1.36 | |
| 33 Pharmacyclics | 4.0 | $8.7M | 8.0M | 1.09 | |
| 31 Micromet | 4.0 | $8.6M | 4.0M | 2.16 | |
| 23 Gilead Sciences | 3.8 | $8.2M | 2.9M | 2.83 | |
| Dendreon Corp cnv | 3.4 | $7.3M | 11M | 0.69 | |
| 23 Halozyme Therapeutics | 3.2 | $7.0M | 1.8M | 3.92 | |
| 14 Biomarin | 3.1 | $6.8M | 488k | 13.87 | |
| 9 Ariad Pharmaceuticals | 2.9 | $6.2M | 5.4M | 1.15 | |
| Exelixis (EXEL) | 2.8 | $6.1M | 1.3M | 4.74 | |
| 54 Intermune Inc Notes 2.5% 9/15/18 conv bonds | 2.8 | $6.0M | 22M | 0.28 | |
| D Tranzyme | 2.7 | $5.8M | 2.0M | 2.89 | |
| Chelsea Therapeutics International | 2.6 | $5.7M | 1.1M | 5.13 | |
| ACADIA Pharmaceuticals (ACAD) | 2.6 | $5.7M | 5.2M | 1.08 | |
| Dendreon Corporation | 2.4 | $5.2M | 682k | 7.60 | |
| Salix Pharmaceuticals | 2.4 | $5.1M | 107k | 47.85 | |
| Clovis Oncology | 2.3 | $4.9M | 350k | 14.09 | |
| 28 Inhibitex | 2.3 | $4.9M | 2.3M | 2.15 | |
| Anthera Pharmaceuticals | 2.1 | $4.7M | 758k | 6.14 | |
| 40 Synageva | 2.1 | $4.6M | 6.2M | 0.75 | |
| 52 Gilead 1.625% 5/1/16 conv bonds | 2.1 | $4.5M | 22M | 0.21 | |
| Threshold Pharma | 2.1 | $4.5M | 3.7M | 1.22 | |
| 38 Seattle Genetics | 2.0 | $4.3M | 21M | 0.21 | |
| Alere Inc note 3.000% 5/1 | 2.0 | $4.3M | 4.5M | 0.95 | |
| 46 Biomarin Pharmaceuticals Notes 1.875% 4/23/2017 conv bonds | 1.9 | $4.0M | 7.9M | 0.51 | |
| 12 Biocryst Pharmaceuticals | 1.7 | $3.7M | 5.6M | 0.67 | |
| Derma Sciences | 1.7 | $3.6M | 476k | 7.58 | |
| 27 Incyte | 1.6 | $3.4M | 16M | 0.22 | |
| Spectrum Pharmaceuticals | 1.5 | $3.3M | 910k | 3.64 | |
| 43 Ym Biosciences | 1.5 | $3.2M | 8.0M | 0.40 | |
| Amicus Therapeutics (FOLD) | 1.4 | $3.1M | 913k | 3.44 | |
| XenoPort | 1.4 | $3.1M | 809k | 3.81 | |
| 22 Genomic Health | 1.4 | $3.0M | 8.8M | 0.34 | |
| Anacor Pharmaceuticals | 1.3 | $2.9M | 468k | 6.20 | |
| Raptor Pharmaceutical | 1.3 | $2.8M | 452k | 6.26 | |
| Medivation | 1.1 | $2.3M | 483k | 4.73 | |
| BioDelivery Sciences International | 1.0 | $2.1M | 2.6M | 0.80 | |
| Targacept | 0.9 | $2.0M | 358k | 5.57 | |
| 56 Salix 5.5% 8/15/28 conv bonds | 0.8 | $1.8M | 45M | 0.04 | |
| 34 Pharmasset | 0.6 | $1.2M | 1.6M | 0.79 | |
| 8 Ardea Biosciences | 0.5 | $1.1M | 6.0M | 0.18 | |
| AVANIR Pharmaceuticals | 0.5 | $1.0M | 500k | 2.05 | |
| Rigel Pharmaceuticals (RIGL) | 0.4 | $894k | 113k | 7.89 | |
| Ligand Pharmaceuticals In (LGND) | 0.4 | $871k | 73k | 11.87 | |
| Xoma | 0.2 | $461k | 400k | 1.15 | |
| 24 Gtx | 0.2 | $370k | 3.1M | 0.12 | |
| Idera Pharmaceuticals | 0.1 | $303k | 288k | 1.05 | |
| INC Ventrus Biosciences | 0.1 | $195k | 24k | 8.02 | |
| Cumberland Pharmaceuticals (CPIX) | 0.1 | $127k | 24k | 5.38 | |
| Cyclacel Pharmaceuticals Inc pfd conv ex 6% (CYCCP) | 0.0 | $60k | 21k | 2.86 | |
| ADVENTRX Pharmaceuticals | 0.0 | $38k | 65k | 0.59 | |
| Aradigm Corporation (ARDM) | 0.0 | $11k | 100k | 0.11 | |
| 45 Viropharma | 0.0 | $0 | 12M | 0.00 |
