- New Purchases: GX1N, SRRA,
- Added Positions: ACAD, AMRN, CMTA, KRYS, BOLD, RARX, ZYME, GWPH, AGLE,
- Reduced Positions: GHDX, NVTA, NBIX, GLPG, ARRY, XNCR, SGMO, HALO, MYOK, BLUE, AUTL, NTLA, ABEO, FOMX, GLMD, CCXI, ACHN, ALKS, YMAB,
- Sold Out: SAGE, ECYT, ERYP, MNTA, ARWR, OVID,
For the details of BAKER BROS. ADVISORS LP's stock buys and sells, go to https://www.gurufocus.com/guru/baker+bros.+advisors+lp/current-portfolio/portfolio
These are the top 5 holdings of BAKER BROS. ADVISORS LP- Seattle Genetics Inc (SGEN) - 51,046,060 shares, 23.97% of the total portfolio.
- Incyte Corp (INCY) - 34,251,607 shares, 18.05% of the total portfolio.
- BeiGene Ltd (BGNE) - 11,959,824 shares, 13.90% of the total portfolio.
- Alexion Pharmaceuticals Inc (ALXN) - 8,555,894 shares, 6.90% of the total portfolio.
- Genomic Health Inc (GHDX) - 11,744,010 shares, 6.27% of the total portfolio. Shares reduced by 14.84%
Baker Bros. Advisors Lp initiated holding in Marker Therapeutics Inc. The purchase prices were between $3.68 and $7.94, with an estimated average price of $6.29. The stock is now traded at around $5.33. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,500,000 shares as of .
New Purchase: Sierra Oncology Inc (SRRA)Baker Bros. Advisors Lp initiated holding in Sierra Oncology Inc. The purchase prices were between $1.1 and $1.94, with an estimated average price of $1.59. The stock is now traded at around $1.97. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,000,000 shares as of .
Added: ACADIA Pharmaceuticals Inc (ACAD)Baker Bros. Advisors Lp added to a holding in ACADIA Pharmaceuticals Inc by 39.65%. The purchase prices were between $14.32 and $22.92, with an estimated average price of $19.3. The stock is now traded at around $26.66. The impact to a portfolio due to this purchase was 1.51%. The holding were 39,713,842 shares as of .
Added: Amarin Corp PLC (AMRN)Baker Bros. Advisors Lp added to a holding in Amarin Corp PLC by 25.02%. The purchase prices were between $12.41 and $22.98, with an estimated average price of $18.17. The stock is now traded at around $22.30. The impact to a portfolio due to this purchase was 0.96%. The holding were 42,592,824 shares as of .
Added: Clementia Pharmaceuticals Inc (CMTA)Baker Bros. Advisors Lp added to a holding in Clementia Pharmaceuticals Inc by 92.61%. The purchase prices were between $9.21 and $15.69, with an estimated average price of $12.52. The stock is now traded at around $26.15. The impact to a portfolio due to this purchase was 0.17%. The holding were 3,724,445 shares as of .
Added: Krystal Biotech Inc (KRYS)Baker Bros. Advisors Lp added to a holding in Krystal Biotech Inc by 584.26%. The purchase prices were between $15.03 and $25.38, with an estimated average price of $21.04. The stock is now traded at around $22.60. The impact to a portfolio due to this purchase was 0.12%. The holding were 784,674 shares as of .
Added: Ra Pharmaceuticals Inc (RARX)Baker Bros. Advisors Lp added to a holding in Ra Pharmaceuticals Inc by 362.55%. The purchase prices were between $11.58 and $18.31, with an estimated average price of $15.65. The stock is now traded at around $19.50. The impact to a portfolio due to this purchase was 0.09%. The holding were 823,113 shares as of .
Added: Audentes Therapeutics Inc (BOLD)Baker Bros. Advisors Lp added to a holding in Audentes Therapeutics Inc by 131.54%. The purchase prices were between $18.43 and $36.7, with an estimated average price of $25.59. The stock is now traded at around $34.93. The impact to a portfolio due to this purchase was 0.09%. The holding were 910,463 shares as of .
Sold Out: Sage Therapeutics Inc (SAGE)Baker Bros. Advisors Lp sold out a holding in Sage Therapeutics Inc. The sale prices were between $81.94 and $139.71, with an estimated average price of $113.76.
Sold Out: Endocyte Inc (ECYT)Baker Bros. Advisors Lp sold out a holding in Endocyte Inc. The sale prices were between $14.93 and $24, with an estimated average price of $22.16.
Sold Out: Erytech Pharma SA (ERYP)Baker Bros. Advisors Lp sold out a holding in Erytech Pharma SA. The sale prices were between $5.54 and $9.23, with an estimated average price of $7.45.
Sold Out: Momenta Pharmaceuticals Inc (MNTA)Baker Bros. Advisors Lp sold out a holding in Momenta Pharmaceuticals Inc. The sale prices were between $10.32 and $22.99, with an estimated average price of $13.68.
Sold Out: Arrowhead Pharmaceuticals Inc (ARWR)Baker Bros. Advisors Lp sold out a holding in Arrowhead Pharmaceuticals Inc. The sale prices were between $10.74 and $19.7, with an estimated average price of $13.53.
Sold Out: Ovid Therapeutics Inc (OVID)Baker Bros. Advisors Lp sold out a holding in Ovid Therapeutics Inc. The sale prices were between $2.42 and $6.6, with an estimated average price of $4.52.
Reduced: Invitae Corp (NVTA)Baker Bros. Advisors Lp reduced to a holding in Invitae Corp by 53.54%. The sale prices were between $9.26 and $14.86, with an estimated average price of $12.85. The stock is now traded at around $20.03. The impact to a portfolio due to this sale was -0.5%. Baker Bros. Advisors Lp still held 3,902,421 shares as of .
Reduced: Neurocrine Biosciences Inc (NBIX)Baker Bros. Advisors Lp reduced to a holding in Neurocrine Biosciences Inc by 22.68%. The sale prices were between $68.32 and $119.1, with an estimated average price of $94.71. The stock is now traded at around $76.66. The impact to a portfolio due to this sale was -0.17%. Baker Bros. Advisors Lp still held 730,355 shares as of .
Reduced: Galapagos NV (GLPG)Baker Bros. Advisors Lp reduced to a holding in Galapagos NV by 89.43%. The sale prices were between $87.81 and $109.06, with an estimated average price of $101.19. The stock is now traded at around $101.62. The impact to a portfolio due to this sale was -0.16%. Baker Bros. Advisors Lp still held 25,072 shares as of .
Reduced: Xencor Inc (XNCR)Baker Bros. Advisors Lp reduced to a holding in Xencor Inc by 26.94%. The sale prices were between $32.39 and $42.05, with an estimated average price of $36.73. The stock is now traded at around $30.41. The impact to a portfolio due to this sale was -0.04%. Baker Bros. Advisors Lp still held 440,186 shares as of .
Reduced: Sangamo Therapeutics Inc (SGMO)Baker Bros. Advisors Lp reduced to a holding in Sangamo Therapeutics Inc by 22.13%. The sale prices were between $9.51 and $15.33, with an estimated average price of $12.29. The stock is now traded at around $10.08. The impact to a portfolio due to this sale was -0.03%. Baker Bros. Advisors Lp still held 999,823 shares as of .
Reduced: Halozyme Therapeutics Inc (HALO)Baker Bros. Advisors Lp reduced to a holding in Halozyme Therapeutics Inc by 33.34%. The sale prices were between $13.33 and $18.66, with an estimated average price of $15.87. The stock is now traded at around $17.04. The impact to a portfolio due to this sale was -0.02%. Baker Bros. Advisors Lp still held 299,969 shares as of .
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