Baker Bros. Advisors

Baker Bros. Advisors as of Sept. 30, 2014

Portfolio Holdings for Baker Bros. Advisors

Baker Bros. Advisors holds 107 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pharmacyclics 14.3 $1.1B 9.7M 117.43
Seattle Genetics 10.5 $836M 23M 37.18
Salix Pharmaceuticals Inc note 2.750% 5/1 9.3 $737M 219M 3.36
Synageva Biopharma 9.2 $733M 11M 68.78
Incyte Corporation (INCY) 9.2 $728M 15M 49.05
ACADIA Pharmaceuticals (ACAD) 6.4 $507M 21M 24.76
Genomic Health 4.9 $387M 14M 28.31
AVANIR Pharmaceuticals 4.5 $362M 30M 11.92
Incyte Corp Ltd conv 4.2 $335M 275M 1.22
Incyte Corp Incy Cvt 144a 0.37 convert 3.9 $308M 259M 1.19
Incyte Corp note 4.750%10/0 2.8 $225M 40M 5.57
BioMarin Pharmaceutical (BMRN) 2.1 $171M 2.4M 72.16
BioCryst Pharmaceuticals (BCRX) 1.3 $105M 11M 9.78
Anacor Pharmaceuticals In 1.3 $103M 4.2M 24.47
Gilead Sciences conv 1.3 $100M 22M 4.67
XOMA CORP Common equity shares 1.2 $97M 23M 4.21
Biomarin Pharmaceutical Inc note 1.875% 4/2 1.0 $81M 23M 3.55
Medivation Inc note 2.625% 4/0 0.8 $68M 35M 1.95
Dyax 0.8 $62M 6.2M 10.12
Acorda Therap note 1.75% 6/15 0.8 $62M 60M 1.03
Cerus Corporation (CERS) 0.6 $48M 12M 4.01
Vanda Pharmaceuticals (VNDA) 0.6 $45M 4.4M 10.38
Mirati Therapeutics 0.5 $42M 2.4M 17.51
XenoPort 0.5 $37M 6.8M 5.38
Slxp 1 1/2 03/15/19 0.5 $36M 15M 2.42
Derma Sciences 0.4 $30M 3.5M 8.33
Repros Therapeutics 0.3 $28M 2.8M 9.90
Gilead Sciences (GILD) 0.3 $27M 256k 106.45
Acorda Therapeutics 0.3 $26M 753k 33.88
Halozyme Therapeutics (HALO) 0.3 $25M 2.8M 9.10
Versartis 0.3 $24M 1.2M 18.99
Progenics Pharmaceuticals 0.3 $23M 4.4M 5.19
Catalyst Pharmaceutical Partners (CPRX) 0.3 $22M 6.7M 3.32
Tg Therapeutics (TGTX) 0.3 $22M 2.1M 10.67
Heron Therapeutics (HRTX) 0.3 $22M 2.6M 8.33
Arrowhead Research 0.2 $18M 1.2M 14.77
Mallinckrodt Pub 0.2 $18M 202k 90.15
Ambit Bioscience 0.2 $17M 1.1M 15.40
Insmed (INSM) 0.2 $15M 1.1M 13.05
Biomarin Pharmaceutical Inc note 0.750%10/1 0.2 $13M 13M 1.06
Omeros Corporation (OMER) 0.1 $10M 809k 12.72
Tekmira Pharmaceuticals Corporation 0.1 $10M 484k 21.14
Kythera Biopharmaceuticals I 0.1 $10M 311k 32.76
Agios Pharmaceuticals (AGIO) 0.1 $10M 170k 61.35
Sangamo Biosciences (SGMO) 0.1 $9.3M 865k 10.78
Neurocrine Biosciences (NBIX) 0.1 $8.7M 555k 15.67
Ultragenyx Pharmaceutical (RARE) 0.1 $8.5M 150k 56.60
Threshold Pharmaceuticals 0.1 $7.8M 2.2M 3.61
Aquinox Pharmaceuticals 0.1 $8.1M 1.2M 6.66
Qlt 0.1 $6.9M 1.5M 4.52
Proqr Thrapeutics N V shs euro (PRQR) 0.1 $6.9M 400k 17.19
Osiris Therapeutics 0.1 $6.4M 511k 12.59
Discovery Laboratories 0.1 $6.7M 3.7M 1.84
Macrogenics (MGNX) 0.1 $6.5M 312k 20.90
Aerie Pharmaceuticals 0.1 $6.2M 299k 20.69
Epizyme 0.1 $5.8M 214k 27.11
Bluebird Bio (BLUE) 0.1 $5.4M 150k 35.88
Concert Pharmaceuticals I equity 0.1 $5.7M 452k 12.61
Foamix Pharmaceuticals 0.1 $5.6M 1.0M 5.45
Array BioPharma 0.1 $5.1M 1.4M 3.57
Novavax 0.1 $5.1M 1.2M 4.17
Ironwood Pharmaceuticals (IRWD) 0.1 $4.5M 346k 12.96
Achillion Pharmaceuticals 0.1 $4.4M 438k 9.98
Xencor (XNCR) 0.1 $5.0M 542k 9.31
Ignyta 0.1 $4.6M 571k 8.06
ISIS Pharmaceuticals 0.1 $3.7M 96k 38.83
Idera Pharmaceuticals 0.1 $3.7M 1.6M 2.29
Infinity Pharmaceuticals (INFIQ) 0.1 $4.2M 312k 13.42
BioDelivery Sciences International 0.1 $3.6M 210k 17.09
D Stemline Therapeutics 0.1 $4.2M 339k 12.46
La Jolla Pharmaceuticl Com Par 0.1 $4.1M 422k 9.61
Celladon 0.1 $3.9M 375k 10.46
Celsus Therapeutics Plc sponsored adr ne 0.1 $4.1M 674k 6.10
Amicus Therapeutics (FOLD) 0.0 $2.9M 482k 5.95
Ligand Pharmaceuticals In (LGND) 0.0 $3.4M 73k 46.99
Cytrx 0.0 $3.4M 1.4M 2.54
Enanta Pharmaceuticals (ENTA) 0.0 $3.0M 75k 39.57
Karyopharm Therapeutics (KPTI) 0.0 $3.3M 94k 34.94
Lipocine 0.0 $3.1M 500k 6.11
Zogenix 0.0 $2.7M 2.4M 1.15
Synergy Pharmaceuticals 0.0 $2.7M 973k 2.78
Biota Pharmaceuticals 0.0 $2.7M 1.1M 2.47
Sage Therapeutics (SAGE) 0.0 $2.4M 75k 31.51
Aurinia Pharmaceuticals (AUPH) 0.0 $2.3M 728k 3.21
Affimed Therapeutics B V 0.0 $2.5M 400k 6.30
Synta Pharmaceuticals 0.0 $1.5M 500k 3.01
Salix Pharmaceuticals 0.0 $1.3M 8.6k 156.25
OraSure Technologies (OSUR) 0.0 $1.7M 235k 7.22
Mast Therapeutics 0.0 $1.7M 3.0M 0.56
Receptos 0.0 $1.5M 24k 62.09
Foundation Medicine 0.0 $1.5M 78k 18.96
Ophthotech 0.0 $1.4M 37k 38.94
Mediwound Ltd cmn 0.0 $1.4M 225k 6.30
Alder Biopharmaceuticals 0.0 $1.9M 153k 12.68
Loxo Oncology 0.0 $1.3M 100k 13.13
Marinus Pharmaceuticals 0.0 $1.3M 205k 6.47
Geron Corporation (GERN) 0.0 $805k 403k 2.00
Rigel Pharmaceuticals (RIGL) 0.0 $935k 482k 1.94
Alnylam Pharmaceuticals (ALNY) 0.0 $906k 12k 78.10
ZIOPHARM Oncology 0.0 $646k 245k 2.64
Tesaro 0.0 $840k 31k 26.91
Acceleron Pharma 0.0 $870k 29k 30.25
Achaogen 0.0 $896k 100k 8.96
Cyclacel Pharmaceuticals Inc pfd conv ex 6% (CYCCP) 0.0 $103k 13k 7.77
Chemocentryx 0.0 $225k 50k 4.50
Five Prime Therapeutics 0.0 $233k 20k 11.75
Uniqure Nv (QURE) 0.0 $284k 31k 9.26