Baker Bros. Advisors

Baker Bros. Advisors as of Sept. 30, 2012

Portfolio Holdings for Baker Bros. Advisors

Baker Bros. Advisors holds 70 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Genomic Health 7.2 $89M 11M 7.91
27 Incyte 5.4 $67M 15M 4.55
XOMA CORP Common equity shares 4.6 $57M 16M 3.69
Medivation 4.4 $55M 967k 56.35
Auxilium 4.3 $53M 6.3M 8.47
Gilead Sciences (GILD) 4.0 $49M 740k 66.33
Biomarin Pharmaceutical Inc note 1.875% 4/2 3.9 $48M 23M 2.08
44 Synageva Biopharma 3.8 $47M 8.4M 5.60
Vertex Pharmaceuticals Incorporated (VRTX) 3.7 $45M 811k 55.89
55 Incyte Genomics Notes 4.75% 10/1/2015 conv bonds 3.2 $39M 158M 0.25
Spectrum Pharmaceuticals 3.1 $39M 3.3M 11.70
37 Pharmacyclics 3.1 $38M 11M 3.33
9 Ariad Pharmaceuticals 2.8 $35M 5.6M 6.27
Intermune cv 5.0% 2.7 $34M 34M 0.99
Gilead Sciences conv 2.7 $34M 22M 1.56
Clovis Oncology 2.7 $33M 1.6M 20.45
Medivation Inc note 2.625% 4/0 2.7 $33M 25M 1.35
60 Salix 2.75% 5/15/15 conv bonds 2.4 $30M 111M 0.27
45 Viropharma 2.3 $29M 11M 2.63
BioCryst Pharmaceuticals (BCRX) 1.9 $24M 5.6M 4.24
41 Seattle Genetics 1.6 $21M 19M 1.06
Exelixis Inc cnv 1.6 $20M 19M 1.04
D Tranzyme 1.6 $20M 4.4M 4.46
Onyx Pharmaceuticals 1.5 $18M 215k 84.50
Repros Therapeutics 1.4 $18M 1.2M 15.23
32 Infinity Pharmaceuticals 1.4 $17M 724k 23.51
Vertex Pharmaceuticals Inc note 3.350%10/0 1.3 $16M 13M 1.29
61 Salix 144a 1.5% 3/15/19 conv bonds 1.3 $16M 222M 0.07
Halozyme Therapeutics (HALO) 1.1 $13M 1.8M 7.54
BioDelivery Sciences International 1.1 $14M 2.1M 6.32
ACADIA Pharmaceuticals (ACAD) 1.1 $13M 5.2M 2.53
Derma Sciences 1.0 $13M 1.2M 10.38
Intermune Inc note 2.500% 9/1 1.0 $13M 17M 0.76
XenoPort 1.0 $12M 1.0M 11.45
Threshold Pharma 0.9 $11M 1.5M 7.24
Synta Pharmaceuticals 0.8 $10M 1.3M 7.62
United Therapeutics Corporation (UTHR) 0.7 $9.2M 165k 55.88
Aegerion Pharmaceuticals 0.7 $9.1M 615k 14.82
BioMarin Pharmaceutical (BMRN) 0.7 $8.1M 200k 40.26
InterMune 0.6 $7.8M 868k 8.96
Synergy Pharmaceuticals 0.6 $7.7M 1.6M 4.78
Qlt 0.6 $7.4M 950k 7.79
Cerus Corporation (CERS) 0.6 $7.2M 2.1M 3.40
Array BioPharma 0.5 $5.8M 1.0M 5.84
Ym Biosciences 0.5 $5.7M 3.1M 1.84
Zogenix 0.4 $5.3M 2.0M 2.64
United Therapeutics conv 0.4 $5.2M 4.0M 1.31
Questcor Pharmaceuticals 0.4 $4.6M 250k 18.47
Alere Inc note 3.000% 5/1 0.3 $4.3M 4.5M 0.95
Amicus Therapeutics (FOLD) 0.3 $4.0M 765k 5.20
Anacor Pharmaceuticals 0.3 $3.7M 568k 6.58
Chelsea Therapeutics International 0.3 $3.6M 3.0M 1.20
Discovery Laboratories 0.3 $3.4M 1.0M 3.27
Anthera Pharmaceuticals 0.2 $2.9M 2.9M 0.99
Durata Therapeutics 0.2 $3.0M 319k 9.40
59 Salix 5.5% 8/15/28 conv bonds 0.2 $2.4M 22M 0.11
INC Ventrus Biosciences 0.1 $1.7M 481k 3.58
Biodel 0.1 $1.6M 540k 2.97
ZIOPHARM Oncology 0.1 $1.4M 254k 5.45
Ligand Pharmaceuticals 0.1 $1.3M 73k 17.15
Chemocentryx 0.1 $582k 50k 11.64
ArQule 0.0 $440k 86k 5.11
Exelixis (EXEL) 0.0 $441k 91k 4.83
Cubist Pharmaceuticals 0.0 $238k 5.0k 47.60
Alere 0.0 $262k 1.3k 202.63
Idera Pharmaceuticals 0.0 $297k 288k 1.03
Cumberland Pharmaceuticals (CPIX) 0.0 $153k 24k 6.48
Cyclacel Pharmaceuticals Inc pfd conv ex 6% (CYCCP) 0.0 $67k 21k 3.19
Sequenom 0.0 $46k 13k 3.57
Aradigm Corporation (ARDM) 0.0 $13k 100k 0.13