Institutions / Baker Bros. Advisors LP / Activity
Activity — Baker Bros. Advisors LP
41 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Incyte Corp Common stock | $39.6K | +421 +<0.01% | 30,744,412 16.62% of portfolio | low |
| Q1 2026 as of | Exit | ACRV Acrivon Therapeutics, Inc. Common Stock | $-55.0K | -23K -100.00% | 0 | low |
| Q1 2026 as of | Add | SKYE Skye Bioscience, Inc. Common Stock | $76.6K | +125K +8.59% | 1,575,243 <0.01% of portfolio | low |
| Q1 2026 as of | Add | IRON Disc Medicine, Inc. Common Stock | $806.1K | +13K +3.74% | 349,657 0.13% of portfolio | low |
| Q1 2026 as of | Exit | 483119202 Common stock | $-1.00M | -1.8M -100.00% | 0 | low |
| Q1 2026 as of | New | Verastem, Inc. Common stock | $3.10M | +585K | 584,757 0.02% of portfolio | low |
| Q1 2026 as of | Add | Arcus Biosciences, Inc. Common stock | $3.15M | +146K +53.93% | 415,621 0.05% of portfolio | low |
| Q1 2026 as of | Exit | Vir Biotechnology, Inc. Common stock | $-3.27M | -543K -100.00% | 0 | low |
| Q1 2026 as of | Add | CytomX Therapeutics, Inc. Common stock | $3.41M | +725K +17.06% | 4,975,826 0.13% of portfolio | low |
| Q1 2026 as of | Add | Y95308105 Common stock | $3.47M | +479K +139.10% | 822,638 0.03% of portfolio | low |
| Q1 2026 as of | Exit | 4D Molecular Therapeutics, Inc. Common stock | $-3.57M | -476K -100.00% | 0 | low |
| Q1 2026 as of | Add | DSGN Design Therapeutics, Inc. Common Stock | $3.75M | +353K +15.80% | 2,585,978 0.16% of portfolio | low |
| Q1 2026 as of | Add | Dianthus Therapeutics, Inc. Common stock | $5.24M | +62K +7.90% | 852,164 0.41% of portfolio | medium |
| Q1 2026 as of | New | Eikon Therapeutics, Inc. Common stock | $5.88M | +556K | 555,555 0.03% of portfolio | medium |
| Q1 2026 as of | Trim | TECX Tectonic Therapeutic, Inc. Common Stock | $-9.14M | -296K -32.72% | 607,788 0.11% of portfolio | medium |
| Q1 2026 as of | Add | AbCellera Biologics Inc. Common stock | $9.60M | +2.8M +9.99% | 30,275,938 0.61% of portfolio | medium |
| Q1 2026 as of | Add | Revolution Medicines, Inc. Common stock | $9.72M | +100K +1.06% | 9,555,357 5.34% of portfolio | medium |
| Q1 2026 as of | Add | ALMS Alumis Inc. Common Stock | $9.91M | +450K +28.80% | 2,012,500 0.25% of portfolio | medium |
| Q1 2026 as of | Add | Ideaya Biosciences, Inc. Common stock | $10.92M | +328K +9.06% | 3,946,515 0.76% of portfolio | medium |
| Q1 2026 as of | Trim | Arrowhead Pharmaceuticals, Inc. Common stock | $-11.47M | -183K -8.40% | 1,992,783 0.72% of portfolio | medium |
| Q1 2026 as of | Trim | N44445109 Common stock | $-11.59M | -1.2M -9.74% | 10,916,693 0.62% of portfolio | medium |
| Q1 2026 as of | New | CMPS COMPASS Pathways plc ADR | $12.97M | +2.3M | 2,344,720 0.07% of portfolio | medium |
| Q1 2026 as of | Exit | Nuvalent, Inc. Common stock | $-14.48M | -144K -100.00% | 0 | medium |
| Q1 2026 as of | New | Generate Biomedicines, Inc. Common stock | $17.80M | +1.4M | 1,423,602 0.10% of portfolio | medium |
| Q1 2026 as of | New | AKTS Aktis Oncology, Inc. Common Stock | $17.82M | +996K | 996,351 0.10% of portfolio | medium |
| Q1 2026 as of | Trim | Roivant Sciences Ltd. Common stock | $-19.04M | -687K -12.37% | 4,867,723 0.77% of portfolio | medium |
| Q1 2026 as of | Add | Ionis Pharmaceuticals Inc Common stock | $19.21M | +256K +14.28% | 2,047,727 0.88% of portfolio | medium |
| Q1 2026 as of | New | EVMN Evommune, Inc. Common Stock | $19.48M | +847K | 847,390 0.11% of portfolio | medium |
| Q1 2026 as of | Exit | Ventyx Biosciences, Inc. Common stock | $-21.21M | -2.3M -100.00% | 0 | medium |
| Q1 2026 as of | Exit | Biocryst Pharmaceuticals Inc Common stock | $-22.02M | -2.8M -100.00% | 0 | medium |
| Q1 2026 as of | Trim | BNTX BioNTech SE ADR | $-22.15M | -249K -67.54% | 119,743 0.06% of portfolio | medium |
| Q1 2026 as of | Add | ELVN Enliven Therapeutics, Inc. Common Stock | $24.84M | +634K +233.52% | 905,191 0.20% of portfolio | medium |
| Q1 2026 as of | Add | Crinetics Pharmaceuticals, Inc. Common stock | $25.52M | +703K +42.61% | 2,351,465 0.49% of portfolio | medium |
| Q1 2026 as of | Exit | Terns Pharmaceuticals, Inc. Common stock | $-38.38M | -950K -100.00% | 0 | medium |
| Q1 2026 as of | New | Mirum Pharmaceuticals, Inc. Common stock | $41.20M | +446K | 445,975 0.24% of portfolio | medium |
| Q1 2026 as of | Trim | IMCR Immunocore Holdings Plc-Adr ADR | $-47.89M | -1.6M -68.38% | 734,397 0.13% of portfolio | medium |
| Q1 2026 as of | Exit | Ultragenyx Pharmaceutical Inc. Common stock | $-63.77M | -2.8M -100.00% | 0 | high |
| Q1 2026 as of | New | 15102Kaa8 Common stock | $74.87M | +30.8M | 30,750,000 0.43% of portfolio | high |
| Q1 2026 as of | Add | GRAIL, Inc. Common stock | $100.43M | +1.9M +93.19% | 4,028,614 1.20% of portfolio | high |
| Q1 2026 as of | Add | Insmed Inc Common stock | $135.45M | +828K +12.56% | 7,421,111 6.97% of portfolio | high |
| Q1 2026 as of | Add | Praxis Precision Medicines, Inc. Common stock | $201.92M | +627K +55.63% | 1,753,198 3.24% of portfolio | high |