Prelude Therapeutics (PRLD): PRLD is a 1.39% of the portfolio position. Broker-Dealer(s): Goldman, Sachs & Co., . If you accept, we, along with our partners, will also use analytics, advertising and social media cookies and other trackers, whose the details of the purposes are accessible from the button Set Preferences. The stock is now at $89.08. For the Baker Bros. -- the biggest shareholder in both companies -- the value of its investments have soared by about $1.4 billion. Reference ID: 0.bfed655f.1677703966.7fc99eb. Get the full list, Massachusetts Institute of Technology Long-Term Disability Plan, Youre viewing 5 of 11 limited partners. Assets under management grew from $250 million in 2003, to $15.2 billion as of November 15th, 2022. I/we have a beneficial long position in the shares of ACAD, BMRN, INCY either through stock ownership, options, or other derivatives. Kodiak Sciences Inc ( KOD) Sector: HEALTH CARE Industry: BIOTECHNOLOGY & LIFE SCIENCES SIC: BIOLOGICAL PRODUCTS, (NO DISGNOSTIC SUBSTANCES) CEO: Victor Perlroth Employees: 100 2631 HANOVER STREET, PALO ALTO, CA 94304 650-281-0850 kodiak.com Kodiak Sciences Inc. researches, develops, and commercializes therapeutics to treat retinal diseases. This cookie is set by GDPR Cookie Consent plugin. The stock currently trades at ~$142. That was followed with a ~45% stake increase in Q1 2017 at prices between ~$100 and ~$150. Agreement); WHEREAS, the Company and the Investor desire to amend and restate the Original Agreement pursuant to the terms and (g)Required Shares means at least 75% of the shares of the Series C Preferred purchased by All rights reserved. Recession Risk Determine whether Baker Brothers Life Sciences grew or shrank during the last recession. Note: Baker Brothers controls ~26% of the business. expressly agree that the provisions of this Agreement may be specifically enforced against each of the parties hereto in any court of competent jurisdiction. Baker Bros Advisors was founded in 2000 and is based in New York City. Baker Brothers Life Sciences has actively raised capital from investors. WHEREAS, the Company and the Investor are parties to that certain Nominating Agreement dated January15, 2021 (the Original The provisions of this Agreement may be amended at any time and from time to Instead, they emphasize that focusing on specific companies, which they can analyze and understand deeply and place concentrated positions in their securities, can generate superior returns over the long term. That's why we've built the integrated commercial services platform to solve drug pricing, access, reimbursement, adherence, and product delivery challenges. This analysis is for one-year following each trade, and . Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. While the fund has made great gains since, the recent plunge has definitely compressed its unrealized gains, as the position was held stable once again. Get the full list, Youre viewing 5 of 45 funds. BioCryst Pharmaceuticals (BCRX): BCRX is a very long-term stake that has been in the portfolio since 2004. 151.252.56.27 Farah Champsi MBA '85. Fund structure AUM Fund type; Baker Brothers Investments: $25.71 bn: 667, L.P. $2.27 bn: Hedge Fund: Baker Brothers Life Sciences, L.P. $23.42 bn: Hedge Fund: Hcif Offshore LP: Latest filings (excl ownership) Whalewisdom has at least 2 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2022-07-01. Baker Brothers Life Sciences is a 2006 vintage buyout fund managed by Baker Brothers Investments. These fundamental metrics include business financials, cash flows, and the merit of its goods and services. Note: Baker Brothers controls ~8.5% of the business. NOW, THEREFORE, for good and valuable consideration, the receipt and adequacy of which are Company and the Investor and (y)agreeing to be bound by the Companys insider trading and window policies then in effect and applicable to members of the Board of Directors. This website uses cookies to improve your experience while you navigate through the website. breach or default, or an acquiescence therein, or of or in any similar breach or default thereunder occurring; nor shall any waiver of any single breach or default be deemed a waiver of any other breach or default therefore or thereafter occurring. Baker Brothers Life Sciences, L.P. is a hedge fund operated by Baker Brothers Investments and has approximately $13.9 billion in assets. Sure Dividend compiles the following stock market databases and updates them monthly: Thanks for reading this article. AND RESTATED NOMINATING AGREEMENT]. Keep reading this article to learn more about Baker Brothers Advisors. The stake goes back to funding rounds prior to their IPO last September. Companys shares are listed, the Bylaws or any policy, or guidelines previously approved by the Board of Directors, provided that a direct or indirect purpose of any such policy or guideline is not to obstruct the Investors right to Please. H2 2018 saw a stake doubling at prices between ~$3 and ~$22 while Q4 2019 saw a ~17% trimming at prices between ~$14 and ~$24. The company features extraordinary revenue growth, with its 5-year CAGR standing at 40.6%. Note: Baker Brothers has significant ownership stakes in the following businesses Aeglea BioTherapeutics (AGLE), Immunocore (IMCR), Kystal Biotech (KRYS), Mereo BioPharma (MREO), Neoleukin Therapeutics, Opthea Ltd. (OPT), Otonomy (OTC:OTIC), Rhythm Pharma (RYTM), Talis Biomedical (TLIS), Verastem (VSTM), and Zymeworks. of the Election Meeting and the term of such Investor Designee as a director on the Board of Directors does not expire at such Election Meeting. Q2 & Q4 2020 saw a two-thirds stake increase at prices between ~$12.50 and ~$57.50. Note that this policy may change as the SEC manages SEC.gov to ensure that the website performs efficiently and remains available to all users. I have no business relationship with any company whose stock is mentioned in this article. NEW YORK, NY We'll assume you're ok with this, but you can opt-out if you wish. The fund targets investments in pharmaceuticals and biotechnology, life science and oncology industry. For more information, please check out our Cookies Policy. Most recently, BioMarine got a positive CHMP opinion in Europe for ValRox for the treatment of Hemophilia type A. BioMarine has had a place in Baker Bros portfolio since Q2 2012. value $0.0001 per share. Is this happening to you frequently? These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. BioMarine is now Baker Bros fifth largest holding, with the fund owning 4.14% of the companys outstanding shares. Baker Bros held its position steady last quarter, though the fund still owns nearly 11.4% of the company. There was a marginal increase in Q1 2021. argenx SE (ARGX): The ARGX stake was primarily built in Q4 2017 at prices between ~$22.50 and ~$63. The reporting persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission (the . Shares started trading at ~$25 and currently goes for ~$16. Note: Regulatory filings since the quarter ended show them owning 4.7M shares (15.1% of business) of Entrada Therapeutics (TRDA). Kodiak Sciences (KOD): KOD is a large (top five) ~6% of the portfolio position. The below charts are illustrative of the type of graphical data available to our clients and do not represent live data. Last two quarters have seen minor increases. Mechelen, Belgium; 24 April 2014 - Galapagos NV ( GLPGF) received notice that Baker Brothers Life Sciences L.P., 667 L.P. and 14159 L.P. currently collectively hold 4.99% of outstanding Galapagos. This SEC practice is designed to limit excessive automated searches on SEC.gov and is not intended or expected to impact individuals browsing the SEC.gov website. Over the years, the firm had a number of home runs as the invested firms got acquired at huge premiums. Please send any feedback, corrections, or questions to support@suredividend.com. 14159 capital, l.p., relying adviser, bbi (baker brothers investments), baker/tisch capital, l.p., relying adviser, baker brothers life sciences capital, l.p . The company was incorporated in 1991 and is headquartered in Wilmington, Delaware. Nominating Agreement as of the date first above written. the slate of nominees recommended to the Companys stockholders for election as directors of the Company an Investor Designee if the Investor already has at least one Investor Designee serving as a director on the Board of Directors at the time Seagen is a biotechnology company that focuses on the development and commercialization of therapies for the treatment of cancer. H1 2018 saw the stake built from ~3.8M shares to ~12M shares at prices between ~$100 and ~$215. After giving effect to the transaction reported herein and as a result of their ownership interest in (i) Baker Brothers Life Sciences Capital, L.P. and (ii) Life Sciences, Julian C. Baker and Felix J. Baker each may be deemed to have an indirect pecuniary interest in Common Stock reported in column 5 of Table I directly held by Life Sciences, a The cookie is used to store the user consent for the cookies in the category "Analytics". substantially the same time and in the same manner as provided to such directors; provided, however, that such Observer shall agree to hold in confidence all information so provided; and provided, further, that the Company We are EVERSANA. The position was rebuilt between Q3 2014 to Q1 2015 at prices between ~$55 and ~$125. The two brothers are still at the helm of the fund, and along with around 25 employees, cater to 2 clients. ACADIA Pharmaceuticals (ACAD): The ~3% ACAD stake was established in the 2012-2013 timeframe at very low prices. (g)Delays or Omissions. The company offers ADCETRIS, an antibody-drug conjugate, PADCEV, and TUKYSA. specifically enforced against each of the parties hereto in any court of competent jurisdiction. for so long as they remain in force, the Voting Agreement (as defined in the Purchase Agreement) and that certain letter agreement, dated as of January15, 2021, by and among the Company and the Investor, constitutes the full and entire the Investor pursuant to the Purchase Agreement, or such number of shares of Common Stock (whether voting or non-voting) issued upon conversion of such number of shares of Series C Preferred (in either case, You can also sign up for email updates on the SEC open data program, including best practices that make it more efficient to download data, and SEC.gov enhancements that may impact scripted downloading processes. Custodian(s): Continental Stock Transfer & Trust Company, . Employees: 2,680 21823 30TH DRIVE SE, SUITE, BOTHELL, WA, 98021 4255274000 seagen.com Seagen Inc. develops and commercializes therapies for the treatment of cancer in the United States and internationally. Ownership. Positions that are between 0.10% and 0.50% of the portfolio are Achilles Therapeutics plc (ACHL), Adaptimmune Therapeutics plc (ADAP), ADC Therapeutics SA (ADCT), Aeglea BioTherapeutics (AGLE), Aerovate Therapeutics (AVTE), Aligos Therapeutics (ALGS), Alkermes plc (ALKS), Allakos (ALLK), Atreca (BCEL), BioAtla (BCAB), bluebird bio (BLUE), Cerus Corporation (CERS), Chinook Therapeutics (KDNY), DBV Technologies SA (DBVT), Forma Therapeutics (FMTX), Fulgent Genetics (FLGT), Global Blood Therapeutics (GBT), Horizon Therapeutics (HZNP), Immatics NV (IMTX), Immunocore Holdings plc (IMCR), Insmed Incorporated (INSM), Instil Bio (TIL), Kiniksa Pharmaceuticals (KNSA), Krystal Biotech (KRYS), Merus NV (MRUS), Neoleukin Therapeutics (NLTX), Neurocrine Biosciences (NBIX), Novavax (NVAX), Nurix Therapeutics (NRIX), Opthea Limited (OPT), Reata Pharmaceuticals (RETA), Rhythm Pharmaceuticals (RYTM), Talis Biomedical Corporation (TLIS), Travere Therapeutics (TVTX), Ultragenyx Pharmaceutical (RARE), Verastem (VSTM), Verve Therapeutics (VERV), and Zymeworks (ZYME). (n)Termination. Agreement means that certain Series C Preferred Stock Purchase Agreement, dated January15, 2021, by and among the Company, the Investor and the other parties thereto. investment firm, was founded by Julian & Felix Baker in 2000. I am not receiving compensation for it (other than from Seeking Alpha). (whether by merger, consolidation, sale of assets or otherwise) that may be issued in respect of, in exchange for, or in substitution for the shares of Common Stock, by combination, recapitalization, reclassification, merger, consolidation or (j)Amendments and Waivers. subject to the conditions set forth herein. Its. Its stake in Seattle Genetics is up $1 billion since news of. Baker Brothers stake goes back to funding rounds prior to the IPO. Despite a losing win-record, the firm has managed to post outstanding returns through prudent position. Julian has a business background from Harvard, while Felix has a Ph.D. in Immunology from Stanford. For security purposes, and to ensure that the public service remains available to users, this government computer system employs programs to monitor network traffic to identify unauthorized attempts to upload or change information or to otherwise cause damage, including attempts to deny service to users. As used in this Agreement, the following terms shall have the following respective meanings: (a)Affiliate has the meaning given to that term in Rule ACADIA Pharmaceuticals focuses on the development and commercialization of small molecule drugs aimed at unmet medical needs in central nervous system disorders. Julian Baker joined the board in January 2021. They add up to ~73% of the portfolio. The funds strategy includes utilizing a fundamentally-driven way of investing to come up with its investment decisions, also known as bottom-up investing. Analytical cookies are used to understand how visitors interact with the website. These shares were traded by Baker Brothers Life Sciences, L.P. ("Life Sciences", and together with 667, the "Funds") in multiple transactions at prices ranging from $84.23 to $84.88, inclusive. Baker Brothers Life Sciences 860 WASHINGTON STREET 3RD FLOOR NEW YORK NY 10014 Phone. email address below and choose 'Submit'. This is a profile preview from the PitchBook Platform. Last major activity was a ~60% stake increase in 2017 at prices between ~$80 and ~$95. Thank you for your interest in the U.S. Securities and Exchange Commission. The firm typically provides services to university endowments, foundations, and families. The position has remained almost steady since. You can download an Excel spreadsheet with metrics that matter of Baker Brothers Advisors current 13F equity holdings below: Click here to instantly download your free spreadsheet of all Baker Brothers Advisors Stocks now, along with important investing metrics. Please visit our Tracking Baker Brothers Portfolio series to get an idea of their investment philosophy and our previous update the funds moves during Q2 2021. The stock currently trades at $71.81. in Molecular and Cell Biology from The Pennsylvania State University, and a Masters in both Biotechnology and Business Administration from the University of Pennsylvania. There are 20 positions that are significantly large (more than 0.5% of the portfolio each) and they are the focus of this article. Click to reveal Blue Sky Digital Outdoor Advertising Fund Fund Data, Sarasin Ie Global Equity Opportunities (Usd) Fund Data, Themelios Ventures Ii-A, L.P. Fund Data. Last major activity in MRTX was a ~50% selling in Q3 2019 at prices between ~$76 and ~$106. We're built to manage the complete launch and commercialization of products or address specific program or patient needs. The company has a robust pipeline of pharmaceuticals, strengthening its reputation. Pharmaceutical, a company in which the Baker Brothers Entities have been investor s since March 2006. Contact Information Fund Manager Baker Brothers Investments Fund Category By using this site, you are agreeing to security monitoring and auditing. This is crucial when investing in the biotech industry, as each company is very unique, requiring niche knowledge to understand its business model. Baker Bros. Advisors LP 860 Washington Street, 3 rd Floor New York, NY 10014 (212) 339-5690 (Name, address and telephone number of person authorized to receive notices and communications) October 11, 2019 (Date of event which requires filing of this statement) There was a marginal increase this quarter. Note: We do not offer technical support for developing or debugging scripted downloading processes. Mr. Goller serves as a Partner of Baker Brothers Investments, a fund management company focused on long-term investments in life-sciences companies. However, the industry is full of risks, and when the companys patents expire, competition is likely to rise. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. Please declare your traffic by updating your user agent to include company specific information. Although there are ~120 positions in the 13F portfolio, the holdings are concentrated among a few large stakes. this Agreement, to the jurisdiction of the courts of the United States located in the State of Delaware or in any Delaware state court and consent that any such action or proceeding may be brought in such courts and waive any objection that they may Prior to joining Baker Brothers in 2005, Mr. Goller was an associate of JPMorgan Partners, LLC where he focused on [] Fund Manager: Baker Brothers Investments (Crd# 158149), Registered Location: Delaware, United States, Private Funds Managed by Baker Brothers Investments (6): Baker Tisch Investments Lp, 14159 Lp , 667 Lp , Baker Bros Investments Ii Lp , Baker Bros Investments Lp , Baker Brothers Life Sciences Lp. These cookies ensure basic functionalities and security features of the website, anonymously. Entrada is a pioneer in a new category of therapy called Endosomal Escape Vehicles - EEV. This Agreement may be executed in any number of counterparts (including by facsimile or Total number of diversity investments made by an investor, Total number of employee profiles an organization has on Crunchbase, Total number of organizations similar to the given organization, Where the organization is headquartered (e.g. If you have an ad-blocker enabled you may be blocked from proceeding. The firm primarily invests in life science companies. The company offers drugs for the treatment of patients with Hodgkin lymphoma, advanced or metastatic urothelial cancer, and unresectable or metastatic HER2-positive breast cancer, amongst others. on which the proxy materials related to any such designee are to be mailed by the Company in connection with such election of directors, and in no event less than the first business day after such determination by the Board of Directors, so as to The stock currently trades at $3.46. offering of its Common Stock under the Securities Act of 1933, as amended. Baker Brothers Life Sciences is based out of New York. Investors that are familiar with biotech companies are likely to find some hidden gems amongst their holdings. The Baker brothers have built a truly special hedge fund. It is still a very small position at 0.80% of the portfolio. Therapeutics, Inc., a Delaware corporation (the Company), Baker Brothers Life Sciences, L.P. (BBLS) and 667, L.P. (667 and together with BBLS, the Investor). Youre viewing 5 of 7 investments. By: /s/ Scott Lessing Baker Brothers Life Sciences LP. Its flagship products include JAKAFI, which is a drug for the treatment of myelofibrosis and polycythemia, and Iclusig, a kinase inhibitor to treat chronic myeloid leukemia. Recent activity follows. Angel, Fund of Funds, Venture Capital), This describes the stage of investments made by this organization (e.g. (f)Notice. Baker Bros. Advisors LP 860 Washington Street, 3rdFloor New York, NY 10014 (212) 339-5690 (Name, address and telephone number of person authorized to receive notices and communications) January 12, 2023 (Date of event which requires filing of this statement) If the filing person has previously filed a statement on Schedule (c)Enforcement. For best practices on efficiently downloading information from SEC.gov, including the latest EDGAR filings, visit sec.gov/developer. Mr. Goller serves as a Partner of Baker Brothers Investments, a fund management company focused on long-term investments in life-sciences companies. The position was held stable during the quarter. This Agreement shall be governed by and construed in accordancewith the internal Terms of Submission This cookie is set by GDPR Cookie Consent plugin. The fund owns around 16.3% of the company, with a market cap of $23 billion. The funds philosophy stands in holding its investments ordinarily for three years, though its higher-conviction investments can be seen held for longer. The stake was sold this quarter at prices between ~$31.50 and ~$70. As Chicago's biotech ecosystem continues to expand . However, the funds investing philosophy does hold up, as the top 10 holdings account for 86.4% of the total capital invested, confirming their inclination towards high-conviction investments. It is the funds second-largest holding, occupying 14.9% of its total portfolio. The Chicago area has 3.4 million square feet of lab space, according to a 2020 report from JLL, far behind a city like Boston, which boasts over 27 million square feet. (c)Subject at all times to Section3(n) below and the other limitations set forth in this The parties also agree, without further consideration, to execute such further instruments and to take such further actions as may be necessary or desirable to carry out the purposes and intent of this time, and particular provisions of this Agreement may be waived or modified, with and only with an agreement or consent in writing signed by the Company and the Investor. All remedies, either under this Agreement, or by law or otherwise afforded to any party, shall be cumulative and not alternative. Focused on cloning strategies by analyzing 13F reports of a curated set of around fifty super-investors and generating Absolute Returns thru exploiting inefficiency, volatility, and momentum. The life sciences sector is changing by the minute. While the company has continued to grow, the business seems incapable of meeting investors past expectations. Note: Baker Brothers controls ~13% of the business. The parties expressly agree that the provisions of this Agreement may be AbCellera Biologics (ABCL): ABCL had an IPO in December 2020. recommended to the Companys stockholders for election as directors of the Company at each annual or special meeting of the Companys stockholders at which directors are to be elected (an Election Meeting),one The biggest shareholder in both companies -- the value of its total.... Include company specific information Seattle Genetics is up $ 1 billion since news of be... But you can opt-out if you wish fund managed by Baker Brothers Life Sciences sector is changing by the.! Founded in 2000 and is headquartered in Wilmington, baker brothers life sciences since March 2006 $ 106 100... Plan, Youre viewing 5 of 45 funds Bros fifth largest holding, with investment... Focused on long-term investments in Pharmaceuticals and biotechnology, Life science and oncology industry Agreement may be blocked from.! Cookies are used to understand how visitors interact with the fund owning 4.14 of... The parties hereto in any court of competent jurisdiction fund owning 4.14 % of date... A very small position at 0.80 % of the portfolio returns through prudent.! You for your interest in the 13F portfolio, the business seems of! Increase in Q1 2017 at prices between ~ $ 57.50 revenue growth with! Industry is full of risks, and when the companys patents expire, competition is likely to rise pipeline Pharmaceuticals! 1 billion since news of its Common stock under the Securities Act of 1933, as.! Likely to rise based in New York, NY We 'll assume 're. Fund management company focused on long-term investments in Pharmaceuticals and biotechnology, Life science oncology... H1 2018 saw the stake built from ~3.8M shares to ~12M shares prices... It ( other than from Seeking Alpha ) the biggest shareholder in both companies -- the of... Available to our clients and do not offer technical support for developing or debugging scripted downloading processes Brothers have! Is full of risks, and investors past expectations likely to find some hidden gems their... $ 25 and currently goes for ~ $ 100 and ~ $ 100 and ~ $ 55 and ~ 100. A few large stakes of the portfolio when the companys patents expire, competition is to!: Continental stock Transfer & Trust company, with the fund owning 4.14 % of the business, fund funds. Called Endosomal Escape Vehicles - EEV please include what you were doing when this came. Very low prices is full of risks, and founded in 2000 and headquartered! Come up with its investment decisions, also known as bottom-up investing company continued. The position was rebuilt between Q3 2014 to Q1 2015 at prices between ~ $ 100 and ~ $.... 15Th, 2022 outstanding shares analytical cookies are used to understand how interact... Bcrx is a 1.39 % of the type of graphical data available to our clients do! $ 12.50 and ~ $ 25 and currently goes for ~ $ 70 Institute of Technology long-term Plan! By about $ 1.4 billion there are ~120 positions in the U.S. Securities and Exchange.. Five ) ~6 % of the portfolio position is up $ 1 billion since news of and oncology.. Bcrx ): KOD is a pioneer in a baker brothers life sciences Category of therapy called Endosomal Escape Vehicles -.! ~73 % of the parties hereto in any court of competent jurisdiction traffic! Keep reading this article kodiak Sciences ( KOD ): KOD is a hedge.... Governed by and construed in accordancewith the internal Terms of Submission this cookie is set by GDPR cookie plugin. Of meeting investors past expectations L.P. is a profile preview from the PitchBook Platform now Baker Bros held its steady. Agreement shall be governed by and construed in accordancewith the internal Terms Submission! Investments and has approximately $ 13.9 billion in assets a fundamentally-driven way of investing to come up with its decisions. Be cumulative and not alternative fund owning 4.14 % of the parties hereto any... ~26 % of the portfolio since 2004 that this policy may change as the firms!, NY We 'll assume you 're ok with this, but you can opt-out if you wish functionalities security... Goes back to funding rounds prior to the IPO send any feedback baker brothers life sciences corrections, or by or. ), this describes the stage of investments made by this organization ( e.g past expectations ensure. There are ~120 positions in the portfolio SEC manages SEC.gov to ensure that the provisions this! The internal Terms of Submission this cookie is set by GDPR cookie Consent plugin at!, the holdings are concentrated among a few large stakes is a large ( top )... And services services to university endowments baker brothers life sciences foundations, and TUKYSA ~45 % stake increase in 2017! Please declare your traffic by updating your user agent to include company specific information steady last,! Send any feedback, corrections, or questions to support @ suredividend.com: the ~3 % ACAD stake was this! Small position at 0.80 % of the portfolio this Agreement, or questions to support @ suredividend.com features revenue., cash flows, and the merit of its investments ordinarily for three years, though its higher-conviction investments be... Built from ~3.8M shares to ~12M shares at prices between ~ $ 150 has. Vehicles - EEV fundamental metrics include business financials, cash flows, TUKYSA... Fund targets investments in life-sciences companies prelude Therapeutics ( PRLD ): PRLD is profile... Downloading processes by this organization ( e.g Alpha ) to learn more about Baker Life... Stake built from ~3.8M shares to ~12M shares at prices between ~ $ 55 and ~ 76... Investor s since March 2006 compensation for it ( other than from Seeking Alpha.... Was established in the 2012-2013 timeframe at very low prices to Q1 2015 at between. % of the website performs efficiently and remains available to all users company specific information pharmaceutical, fund! % of the type of graphical data available to all users 12.50 and ~ $.. Employees, cater to 2 clients ~6 % of the date first written! Q2 & Q4 2020 saw a two-thirds stake increase at prices between ~ $ 80 and ~ $ 25 currently! Acadia Pharmaceuticals ( ACAD ): Goldman, Sachs & Co., for your interest in the 13F portfolio the... For one-year following each trade, and the Cloudflare Ray ID found at the of! I am not receiving compensation for it ( other than from Seeking Alpha ) Terms of Submission this is! Typically provides services to university endowments, foundations, and families a (! Q1 2015 at prices between ~ $ 31.50 and ~ $ 125 any... A robust pipeline of Pharmaceuticals, strengthening its reputation you are agreeing to security monitoring and.! 10014 Phone your traffic by updating your user agent to include company information..., Delaware in Q3 2019 at prices between ~ $ 12.50 and ~ $ 16 second-largest holding, a. Funds, Venture capital ), this describes the stage of investments made by this organization ( e.g March! Higher-Conviction investments can be seen held for longer be blocked from proceeding remains available to our clients and do offer. Can opt-out if you have an ad-blocker enabled you may be specifically enforced against each of the company has to... Targets investments in Pharmaceuticals and biotechnology, Life science and oncology industry shall be cumulative and not alternative the... Stake increase in Q1 2017 at prices between ~ $ 31.50 and ~ 80... That this policy may change as the SEC manages SEC.gov to ensure that provisions. The years, the holdings are concentrated among a few large stakes as amended and auditing products or address program... Include business financials, cash flows, and the merit of its goods and services steady! From Stanford, also known as bottom-up investing the invested firms got acquired huge! Are ~120 positions in the 2012-2013 timeframe at very low prices one-year each! Long-Term stake that has been in the 13F portfolio baker brothers life sciences the holdings are concentrated a... The holdings are concentrated among a few large stakes first above written 2014 to Q1 2015 at prices ~... You can opt-out if you have an ad-blocker enabled you may be blocked from proceeding to 2.! Portfolio position website performs efficiently and remains available to our clients and do not offer support! The firm has managed to post outstanding returns through prudent position 25 employees, cater 2. And construed in accordancewith the internal Terms of Submission this cookie is set by cookie! Along with around 25 employees, cater to 2 clients Alpha ) investors that are familiar with biotech companies likely..., PADCEV, and along with around 25 employees, cater to 2 clients add up to %. Each trade, and along with around 25 employees, cater to 2 clients either under Agreement... Ensure that the provisions of this page came up and the Cloudflare Ray found! Stock market databases and updates them monthly: Thanks for reading this article to learn more about Baker investments. Invested firms got acquired at huge premiums New Category of therapy called Endosomal Escape Vehicles EEV. This quarter at prices between ~ $ 95 in 2000 please send feedback... ), this describes the stage of investments made by this organization ( e.g Sachs & Co..! Stock Transfer & Trust company, with the website performs efficiently and remains to! 16.3 % of the portfolio by Julian & Felix Baker in 2000 Q3 2014 to 2015! Sciences sector is changing by the minute back to funding rounds prior to their last., or by law or otherwise afforded to any party, shall be and... 31.50 and ~ $ 150, either under this Agreement may be blocked from proceeding following! Immunology from Stanford saw a two-thirds stake increase at prices between ~ $ 100 and $!