Baker Bros. Advisors as of March 31, 2012
Portfolio Holdings for Baker Bros. Advisors
Baker Bros. Advisors holds 63 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 41 Synageva Biopharma | 6.5 | $68M | 7.5M | 9.12 | |
| 55 Incyte Genomics Notes 4.75% 10/1/2015 conv bonds | 6.4 | $67M | 160M | 0.42 | |
| 45 Viropharma | 6.0 | $62M | 12M | 5.17 | |
| 33 Pharmacyclics | 5.7 | $59M | 9.3M | 6.32 | |
| Medivation | 4.9 | $51M | 683k | 74.72 | |
| Ardea Biosciences | 4.8 | $50M | 6.9M | 7.29 | |
| 60 Salix 2.75% 5/15/15 conv bonds | 4.6 | $48M | 111M | 0.43 | |
| Xoma | 4.1 | $43M | 16M | 2.77 | |
| 61 Salix 144a 1.5% 3/15/19 conv bonds | 4.0 | $41M | 230M | 0.18 | |
| Biomarin Pharmaceutical Inc note 1.875% 4/2 | 3.9 | $41M | 23M | 1.78 | |
| Intermune cv 5.0% | 3.8 | $40M | 34M | 1.18 | |
| Gilead Sciences (GILD) | 3.8 | $39M | 800k | 48.86 | |
| 38 Seattle Genetics | 3.5 | $36M | 21M | 1.70 | |
| 59 Salix 5.5% 8/15/28 conv bonds | 2.7 | $28M | 22M | 1.26 | |
| Gilead Sciences conv | 2.6 | $28M | 22M | 1.28 | |
| Medivation Inc note 2.625% 4/0 | 2.5 | $26M | 25M | 1.06 | |
| Halozyme Therapeutics (HALO) | 2.2 | $23M | 1.8M | 12.76 | |
| Threshold Pharma | 2.0 | $21M | 2.4M | 8.80 | |
| BioCryst Pharmaceuticals (BCRX) | 1.9 | $20M | 5.6M | 3.63 | |
| Auxilium | 1.9 | $20M | 6.5M | 3.09 | |
| Intermune Inc note 2.500% 9/1 | 1.8 | $19M | 22M | 0.86 | |
| Spectrum Pharmaceuticals | 1.7 | $18M | 1.4M | 12.63 | |
| Genomic Health | 1.6 | $17M | 10M | 1.62 | |
| Ym Biosciences | 1.4 | $15M | 8.0M | 1.86 | |
| Clovis Oncology | 1.1 | $12M | 473k | 25.45 | |
| 9 Ariad Pharmaceuticals | 1.1 | $12M | 7.0M | 1.65 | |
| ACADIA Pharmaceuticals (ACAD) | 1.1 | $11M | 5.2M | 2.15 | |
| Exelixis (EXEL) | 1.0 | $11M | 2.1M | 5.18 | |
| 31 Incyte | 1.0 | $11M | 16M | 0.67 | |
| D Tranzyme | 0.9 | $9.8M | 3.8M | 2.57 | |
| Onyx Pharmaceuticals | 0.8 | $8.1M | 215k | 37.68 | |
| Aegerion Pharmaceuticals | 0.7 | $7.3M | 527k | 13.83 | |
| Derma Sciences | 0.7 | $7.2M | 744k | 9.62 | |
| BioDelivery Sciences International | 0.6 | $6.3M | 2.6M | 2.42 | |
| Chelsea Therapeutics International | 0.6 | $5.9M | 2.3M | 2.56 | |
| Dendreon Corp cnv | 0.6 | $5.7M | 7.1M | 0.80 | |
| Salix Pharmaceuticals | 0.5 | $5.6M | 107k | 52.50 | |
| Dendreon Corporation | 0.5 | $4.8M | 455k | 10.66 | |
| Alere Inc note 3.000% 5/1 | 0.4 | $4.5M | 4.5M | 1.01 | |
| Targacept | 0.4 | $4.2M | 825k | 5.12 | |
| Amicus Therapeutics (FOLD) | 0.4 | $4.0M | 765k | 5.28 | |
| XenoPort | 0.3 | $3.6M | 809k | 4.50 | |
| AVEO Pharmaceuticals | 0.3 | $3.7M | 296k | 12.41 | |
| Array BioPharma | 0.3 | $3.4M | 1.0M | 3.40 | |
| Anacor Pharmaceuticals | 0.3 | $3.3M | 568k | 5.89 | |
| Discovery Laboratories | 0.3 | $2.7M | 1.0M | 2.68 | |
| Sequenom | 0.2 | $2.4M | 588k | 4.07 | |
| ZIOPHARM Oncology | 0.2 | $2.2M | 400k | 5.40 | |
| Alere | 0.2 | $2.0M | 75k | 26.01 | |
| Anthera Pharmaceuticals | 0.2 | $1.7M | 758k | 2.21 | |
| AVANIR Pharmaceuticals | 0.2 | $1.7M | 500k | 3.42 | |
| 32 Infinity Pharmaceuticals | 0.2 | $1.7M | 138k | 11.96 | |
| Ligand Pharmaceuticals | 0.1 | $1.2M | 73k | 15.95 | |
| Rigel Pharmaceuticals (RIGL) | 0.1 | $796k | 99k | 8.05 | |
| INC Ventrus Biosciences | 0.1 | $789k | 79k | 9.96 | |
| ArQule | 0.1 | $604k | 86k | 7.01 | |
| Raptor Pharmaceutical | 0.1 | $676k | 100k | 6.76 | |
| Idera Pharmaceuticals | 0.1 | $499k | 288k | 1.73 | |
| Chemocentryx | 0.1 | $533k | 50k | 10.66 | |
| Cubist Pharmaceuticals | 0.0 | $216k | 5.0k | 43.20 | |
| Cumberland Pharmaceuticals (CPIX) | 0.0 | $177k | 24k | 7.49 | |
| Cyclacel Pharmaceuticals Inc pfd conv ex 6% (CYCCP) | 0.0 | $53k | 21k | 2.53 | |
| Aradigm Corporation (ARDM) | 0.0 | $16k | 100k | 0.16 |
