Baker Bros. Advisors as of Sept. 30, 2013
Portfolio Holdings for Baker Bros. Advisors
Baker Bros. Advisors holds 82 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pharmacyclics | 17.7 | $1.2B | 9.0M | 138.26 | |
| Seattle Genetics | 12.0 | $847M | 19M | 43.83 | |
| Incyte Genomics Notes 4.75% 10/1/2015 conv bonds | 9.8 | $688M | 158M | 4.36 | |
| Synageva Biopharma | 9.3 | $651M | 10M | 63.39 | |
| Incyte Corporation (INCY) | 8.0 | $565M | 15M | 38.15 | |
| ACADIA Pharmaceuticals (ACAD) | 7.8 | $548M | 20M | 27.47 | |
| Genomic Health | 5.9 | $417M | 14M | 30.58 | |
| Salix Pharmaceuticals Inc note 2.750% 5/1 | 4.8 | $336M | 219M | 1.53 | |
| ViroPharma Incorporated | 3.1 | $220M | 5.6M | 39.26 | |
| XOMA CORP Common equity shares | 1.5 | $103M | 23M | 4.49 | |
| Auxilium Pharmaceuticals note | 1.3 | $91M | 87M | 1.04 | |
| Biomarin Pharmaceutical Inc note 1.875% 4/2 | 1.2 | $82M | 23M | 3.58 | |
| Gilead Sciences (GILD) | 1.1 | $78M | 1.2M | 62.87 | |
| Halozyme Therapeutics (HALO) | 1.1 | $78M | 7.0M | 11.04 | |
| Repros Therapeutics | 1.1 | $75M | 2.8M | 26.80 | |
| Aegerion Pharmaceuticals | 1.0 | $70M | 820k | 85.75 | |
| Gilead Sciences conv | 0.8 | $60M | 22M | 2.77 | |
| Itmn 2 1/2 12/15/17 | 0.8 | $58M | 41M | 1.42 | |
| Cerus Corporation (CERS) | 0.8 | $57M | 8.5M | 6.72 | |
| BioMarin Pharmaceutical (BMRN) | 0.8 | $57M | 783k | 72.17 | |
| Medivation Inc note 2.625% 4/0 | 0.8 | $56M | 40M | 1.41 | |
| Vanda Pharmaceuticals (VNDA) | 0.8 | $53M | 4.8M | 10.95 | |
| BioCryst Pharmaceuticals (BCRX) | 0.7 | $49M | 6.7M | 7.28 | |
| D Stemline Therapeutics | 0.5 | $36M | 800k | 45.30 | |
| Questcor Pharmaceuticals | 0.5 | $32M | 546k | 58.00 | |
| Derma Sciences | 0.5 | $32M | 2.6M | 12.38 | |
| Mirati Therapeutics | 0.4 | $30M | 2.0M | 15.15 | |
| Intercept Pharmaceuticals In | 0.4 | $25M | 363k | 69.03 | |
| Ariad Pharmaceuticals | 0.3 | $25M | 1.3M | 18.40 | |
| Medivation | 0.3 | $24M | 398k | 59.94 | |
| Progenics Pharmaceuticals | 0.3 | $21M | 4.2M | 5.02 | |
| Intermune cv 5.0% | 0.3 | $20M | 17M | 1.19 | |
| AVANIR Pharmaceuticals | 0.3 | $19M | 4.4M | 4.23 | |
| Clovis Oncology | 0.3 | $18M | 302k | 60.80 | |
| Chelsea Therapeutics International | 0.2 | $17M | 5.8M | 2.99 | |
| Arrowhead Research | 0.2 | $18M | 3.1M | 5.69 | |
| Insmed (INSM) | 0.2 | $15M | 946k | 15.61 | |
| Synergy Pharmaceuticals | 0.2 | $12M | 2.6M | 4.57 | |
| Kythera Biopharmaceuticals I | 0.2 | $12M | 265k | 45.59 | |
| Targacept | 0.2 | $11M | 2.1M | 5.31 | |
| Ambit Bioscience | 0.2 | $12M | 748k | 15.50 | |
| Idera Pharmaceuticals | 0.1 | $10M | 5.9M | 1.74 | |
| Infinity Pharmaceuticals (INFIQ) | 0.1 | $10M | 587k | 17.43 | |
| Array BioPharma | 0.1 | $9.3M | 1.5M | 6.22 | |
| ISIS Pharmaceuticals | 0.1 | $9.3M | 247k | 37.54 | |
| Anacor Pharmaceuticals | 0.1 | $9.3M | 877k | 10.62 | |
| Threshold Pharmaceuticals | 0.1 | $8.6M | 1.9M | 4.65 | |
| Prothena (PRTA) | 0.1 | $7.5M | 370k | 20.23 | |
| Portola Pharmaceuticals | 0.1 | $8.0M | 300k | 26.75 | |
| Qlt | 0.1 | $7.1M | 1.5M | 4.63 | |
| Osiris Therapeutics | 0.1 | $6.2M | 375k | 16.64 | |
| XenoPort | 0.1 | $5.9M | 1.0M | 5.68 | |
| Novavax | 0.1 | $5.4M | 1.7M | 3.15 | |
| Ironwood Pharmaceuticals (IRWD) | 0.1 | $5.5M | 461k | 11.84 | |
| Omeros Corporation (OMER) | 0.1 | $5.9M | 608k | 9.75 | |
| Puma Biotechnology (PBYI) | 0.1 | $5.4M | 100k | 53.66 | |
| Agios Pharmaceuticals (AGIO) | 0.1 | $5.6M | 200k | 27.96 | |
| BioDelivery Sciences International | 0.1 | $4.6M | 846k | 5.43 | |
| United Therapeutics Corporation (UTHR) | 0.1 | $4.4M | 56k | 78.84 | |
| Mei Pharma | 0.1 | $3.9M | 345k | 11.25 | |
| Geron Corporation (GERN) | 0.1 | $3.4M | 1.0M | 3.35 | |
| Ligand Pharmaceuticals | 0.1 | $3.2M | 73k | 43.28 | |
| Zogenix | 0.1 | $3.7M | 2.0M | 1.85 | |
| INC Ventrus Biosciences | 0.1 | $3.5M | 1.2M | 2.89 | |
| Synta Pharmaceuticals | 0.0 | $3.2M | 500k | 6.31 | |
| Discovery Laboratories | 0.0 | $3.0M | 1.5M | 1.96 | |
| Enanta Pharmaceuticals (ENTA) | 0.0 | $2.9M | 125k | 22.92 | |
| Tg Therapeutics (TGTX) | 0.0 | $3.0M | 600k | 5.04 | |
| Receptos | 0.0 | $2.6M | 100k | 25.97 | |
| Bluebird Bio (BLUE) | 0.0 | $3.0M | 112k | 26.96 | |
| Sangamo Biosciences (SGMO) | 0.0 | $1.9M | 177k | 10.49 | |
| Rigel Pharmaceuticals (RIGL) | 0.0 | $1.8M | 500k | 3.58 | |
| OraSure Technologies (OSUR) | 0.0 | $1.5M | 244k | 6.01 | |
| Amicus Therapeutics (FOLD) | 0.0 | $1.2M | 515k | 2.32 | |
| Achillion Pharmaceuticals | 0.0 | $1.4M | 455k | 3.02 | |
| Chemocentryx | 0.0 | $1.1M | 200k | 5.56 | |
| Tesaro | 0.0 | $1.2M | 31k | 38.73 | |
| ZIOPHARM Oncology | 0.0 | $1.0M | 254k | 3.94 | |
| Epizyme | 0.0 | $800k | 20k | 40.00 | |
| Salix Pharmaceuticals | 0.0 | $242k | 3.6k | 66.83 | |
| Cubist Pharmaceuticals | 0.0 | $318k | 5.0k | 63.60 | |
| Cyclacel Pharmaceuticals Inc pfd conv ex 6% (CYCCP) | 0.0 | $177k | 21k | 8.44 |
