It does not store any personal data. Although there are ~120 positions in the 13F portfolio, the holdings are concentrated among a few large stakes. Baker Brothers Life Sciences is based out of New York. 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. Get the full list, Youre viewing 5 of 45 funds. Signature and Submission Please verify the information you have entered and review the Terms of Submission below before signing and clicking SUBMIT below to file this notice. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Co-Founder and Managing Partner, Baker Brothers Investments. There was a marginal increase last quarter. (f)Purchase By using this site, you are agreeing to security monitoring and auditing. AMENDED AND RESTATED NOMINATING AGREEMENT. Reference ID: 0.bfed655f.1677703966.7fc99eb. Heron Therapeutics (HRTX): HRTX is a 0.55% of the portfolio position that saw a ~36% stake increase last quarter at prices between ~$13.25 and ~$18.50. After giving effect to the transactions reported herein and as a result of their ownership interest in Baker Brothers Life Sciences Capital (GP), LLC, Julian C. Baker and Felix J. Baker each may be deemed to have an indirect pecuniary interest in the Issuer's shares of Common Stock reported in column 5 of Table I directly held by Baker Brothers . Together, they have combined their individual expertise to generate superior returns by focusing solely on the biotech industry. The firm primarily invests in life science companies. 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 This is one of the funds highest conviction picks, as Baker Bros still owns nearly 26% of the companys shares, which have been held since 2010. H1 2018 saw the stake built from ~3.8M shares to ~12M shares at prices between ~$100 and ~$215. Active, Closed, This describes the type of investor this organization is (e.g. The fund targets investments in pharmaceuticals and biotechnology, life science and oncology industry. The rest of the stakes are very small. Julian & Felix Baker also separately own ~550K additional shares. Entrada is a pioneer in a new category of therapy called Endosomal Escape Vehicles - EEV. Baker Brothers controls ~16% of the business. 151.252.56.27 Management owns 12 percent of the fund. Last major activity was in 2019 when Q2 to Q4 saw a roughly one-third selling at prices between ~$1.60 and ~$8.70. Baker Bros. Advisors (GP) LLC (the "Adviser GP") is the Adviser's sole general partner. All text and design is copyright 2020 WhaleWisdom.com. There was a marginal increase in Q1 2021. Mr. Goller began his career as an investment banker with Merrill Lynch and Co. from 1997 to 1999. Ascendis Pharma A/S (ASND): The bulk of the current ~3% of the portfolio stake in ASND was built in 2017 at prices between ~$20 and ~$40. As a percentage of AUM, allocation to the highest conviction picks can be very high at over 30%. Note: We do not offer technical support for developing or debugging scripted downloading processes. Performance over the past three years has lagged, but it could be a temporary phase for the fund, which, after all, focuses on long-term returns. Keep reading this article to learn more about Baker Brothers Advisors. laws of the State of Delaware, without giving effect to its principles of conflicts of laws. 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 position was built to ~20.5M shares in the 2004-2011 timeframe at prices between low-single-digits and low-20s. Shares plunged by a massive 45%, and they have yet to recover since then. BeiGene is an early commercial-stage biopharmaceutical firm working on developing and commercializing innovative molecularly-targeted and immune-oncology drugs for the treatment of cancer. (h)Counterparts. This Agreement, the Bylaws and The top three positions are Seagen, BeiGene, and Incyte Corporation and they add up to almost ~64% of the portfolio. It is the funds second-largest holding, occupying 14.9% of its total portfolio. Kodiak Sciences (KOD): KOD is a large (top five) ~6% of the portfolio position. The position is now at 1.23% of the portfolio. Baker Brothers Life Sciences Capital, L.P. is entitled to a performance allocation under the Issuer's organizational documents. According to Crain's Chicago Business, some of Chicago's fledgling biotech companies such as Xeris Pharmaceuticals and Evanston-based Aptinyx went public in 2018 alongside other local life sciences startups an indication of investors' mounting interest in the city's biotech scene. BAKER BROTHERS LIFE SCIENCES CAPITAL, L.P. N/A BAKER BROTHERS LIFE SCIENCES CAPITAL, L.P. GENERAL PARTNER BAKER BROTHERS LIFE SCIENCES CAPITAL, L.P. GENERAL PARTNER OF THE GENERAL PARTNER BAKER BROTHERS LIFE SCIENCES CAPITAL (GP), LLC. 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 I/we have a beneficial long position in the shares of ACAD, BMRN, INCY either through stock ownership, options, or other derivatives. The stake had roughly doubled by 2006. 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 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. 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 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. BioCryst Pharmaceuticals (BCRX): BCRX is a very long-term stake that has been in the portfolio since 2004. 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. But opting out of some of these cookies may have an effect on your browsing experience. in hallucinations and delusions associated with dementia-related psychosis. To ensure this doesnt happen in the future, please enable Javascript and cookies in your browser. In March of 2021, Acadia had announced deficiencies identified by the FDA regarding its marketing application for Pimavanserin in hallucinations and delusions associated with dementia-related psychosis. Investor will provide the Company, in writing, the information about the Investor Designee that is reasonably required by applicable law for 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 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. Julian C. Baker and Felix J. Baker are managing members of the Adviser GP. See how we calculate 13F filing performance here. But Chicago's lab space is . Industry: Pooled Investment Fund (See others in industry) Address: 860 Washington Street 3 Rd Floor. That was followed with a ~45% stake increase in Q1 2017 at prices between ~$100 and ~$150. The stock currently trades at $23.62. [SIGNATURE PAGE TO TSCAN THERAPEUTICS AMENDED NEW YORK, NY The stock currently trades at $3.46. The stock currently trades at $13.72. Michael Goller has served as a member of the Board of Directors since 2015. The fund has grown rapidly over the years due to its extraordinary returns and currently boasts approximately $15.2 billion of assets under management (AUM). Baker Brothers, a biotech investment firm, was founded by Julian & Felix Baker in 2000. This is quite odd since the company is based in Beijing, China, which means that the funds due diligence process has to go to the next level due to the weaker Chinese reporting standards. Prior to joining Baker Brothers in 2005, Mr. Goller was an associate of JPMorgan Partners, LLC where he focused on venture investments in the life sciences sector from 1999 to 2003. There was a ~10% stake increase in Q1 2021 at prices between ~$268 and ~$380. Baker Brothers Life Sciences, L.P. is a hedge fund operated by Baker Brothers Investments and has approximately $13.9 billion in assets. Note: Baker Brothers has a ~8% ownership stake in Heron Therapeutics. (d)Successors and Assigns. 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. Amarin Corp plc (AMRN): The original AMRN stake was built in Q3 2016 at prices between ~$2.15 and ~$3.15. Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. Shares started trading at ~$24 and currently goes for ~$246. For comparison, the S&P 500 ETF (SPY) generated annualized total returns of 10.2% over the same time period. (h)Series C Preferred means shares of the Companys Series C Preferred Stock, par value Apellis Pharma (APLS): The small 0.63% APLS stake saw a ~36% increase last quarter at prices between ~$41 and ~$65. 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. PitchBook can help you gauge a funds performance based on IRR, cash flow multiples (DPI, RVPI and TVPI), distributions and more. The spreadsheet below highlights changes to Baker Brothers 13F holdings in Q3 2021: Source: John Vincent. attendance at such meeting is reasonably likely to adversely affect the attorney-client privilege between the Company and its counsel or (ii)access to such information or attendance at such meeting is reasonably likely to result in a conflict 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. Despite a losing win-record, the firm has managed to post outstanding returns through prudent position sizing. 13F filing from Baker Brothers Life Sciences LP, enter your 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 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. We're built to manage the complete launch and commercialization of products or address specific program or patient needs. Incyte Corporation (INCY): INCY was already a 1.67M share stake in their first 13F filing in Q2 2003. This is crucial when investing in the biotech industry, as each company is very unique, requiring niche knowledge to understand its business model. As Chicago's biotech ecosystem continues to expand . ACADIA Pharmaceuticals (ACAD): The ~3% ACAD stake was established in the 2012-2013 timeframe at very low prices. It is a very long-term stake that has been in the portfolio for over fifteen years. Performance & security by Cloudflare. Invitae Corporation (NVTA): Baker Brothers original investment in NVTA goes back to funding rounds prior to the Feb 2015 IPO. By: /s/ Scott Lessing We are EVERSANA. Unauthorized attempts to upload information and/or change information on any portion of this site are strictly prohibited and are subject to prosecution under the Computer Fraud and Abuse Act of 1986 and the National Information Infrastructure Protection Act of 1996 (see Title 18 U.S.C. (b)Certain Upon looking at Baker Bros portfolio, one can see that it holds 109 individual stocks, questioning the funds disbelief in diversification. Blue Sky Digital Outdoor Advertising Fund Fund Data, Sarasin Ie Global Equity Opportunities (Usd) Fund Data, Themelios Ventures Ii-A, L.P. Fund Data. 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. closing of the IPO and for three (3)years thereafter, at any time at which the Investor and its Affiliates, collectively, beneficially own (i)the Required Shares and (ii)at least 2% of the Companys then-outstanding voting Almost all of its funds are allocated to publicly traded equities, with exclusive exposure to the healthcare sector. 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 In the event that the Investor Designee resigns from his or her seat on the Board of Directors or is For more information, please see the SECs Web Site Privacy and Security Policy. Founded in 2000 by Julian and Felix Baker, Baker Bros. Advisors is a private hedge fund based out of New York City. Notices shall be effective upon receipt. The stock is now at $89.08. The position was rebuilt in Q3 2019 at prices between ~$18.50 and ~$27. Brothers Julian and Felix Baker have earned their guru status on Wall Street, having delivered an exceptional track record of annualized returns over the years. Note: Regulatory filings since the quarter ended show them owning ~33.8M shares of Incyte. For best practices on efficiently downloading information from SEC.gov, including the latest EDGAR filings, visit sec.gov/developer. The position has remained almost steady since. The current minimum investment for Baker Brothers Life Sciences, L.P. is $40000000. I am not receiving compensation for it (other than from Seeking Alpha). Shares started trading at ~$20 and currently goes for $14.36. To explore Baker Brothers Life Sciencess full profile, request access. WHEREAS, the Company and the Investor are parties to that certain Nominating Agreement dated January15, 2021 (the Original understanding and agreement between the parties with regard to the subject matter hereof and supersedes all prior oral or written (and all contemporaneous oral) agreements or understandings with respect to the subject matter hereof. (a)Subject at all times to Sections 2(b) and 3(n) below, during the period beginning immediately following the New York, NY, 10014. The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. Shares started trading at ~$18 and currently goes for $27.21. Current guidelines limit users to a total of no more than 10 requests per second, regardless of the number of machines used to submit requests. Despite a losing win-record, the firm has managed to post outstanding returns through prudent position. We reserve the right to block IP addresses that submit excessive requests. Additionally, the rights set forth in this Section2(c) may meetings of the Board of Directors and each committee thereof in a nonvoting observer capacity. Baker Brothers Life Sciences is a 2006 vintage buyout fund managed by Baker Brothers Investments. Investor and its Affiliates, collectively, no longer beneficially own the Required Shares, the Company shall invite a designee of the Investor (the Observer) to attend all The 2007-2008 timeframe saw the position increased from ~3.2M shares to ~11.1M shares at prices in the high single digits. Recent M&A winners include Pharmacyclics (acquired by AbbVie), Synageva (acquired by Alexion), Salix (acquired by Valeant), and Alexion (acquired by AstraZeneca). The stock currently trades at $47.55. Analytical cookies are used to understand how visitors interact with the website. This Agreement shall automatically terminate upon the earliest of (i)such time as Finally, the two brothers dont believe in diversifying the funds portfolio. In that regard, the valuation seems compressed. If a user or application submits more than 10 requests per second, further requests from the IP address(es) may be limited for a brief period. Click to reveal 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 For more information, please check out our Cookies Policy. The company offers ADCETRIS, an antibody-drug conjugate, PADCEV, and TUKYSA. 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) All rights reserved. (g)Delays or Omissions. Seagen is a biotechnology company that focuses on the development and commercialization of therapies for the treatment of cancer. They add up to ~73% of the portfolio. Is this happening to you frequently? Our clients include: large branded pharmaceutical companies established and emerging biotechnology companies international medical devices companies food and beverage companies This information is available in the PitchBook Platform. the provisions of this Agreement shall be appropriately adjusted. (k)Jurisdiction. The funds philosophy stands in holding its investments ordinarily for three years, though its higher-conviction investments can be seen held for longer. ***Log In or (l)Further Assurances. The parties agree to use their best efforts and act in good faith in carrying out How do I update this listing? The Baker brothers have built a truly special hedge fund. to see more advanced email alert options such as selecting any type of 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. Council Members. Baker Brothers Life Sciences LP; Firm: Fund # CIK # 0001363364: Sale: Fund: Phone: 2123395633: Address: 667 Madison Avenue New York, New York 10065: Source Michael Goller has served as a member of the Board of Directors since 2015. In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Baker Brothers Life Sciences LP in TLIS / Talis Biomedical Corporation. 212-339-5600. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. The fund is located in New York, New York and will invest in United States. Over the years, the firm had a number of home runs as the invested firms got acquired at huge premiums. This is a profile preview from the PitchBook Platform. Despite the uncertainty surrounding BeiGene, the company has developed into a fully integrated global biotechnology company with operations in China, the United States, Europe, and Australia. (m)Enforcement. It invests in the public equity markets of the United States. Baker Bros held its position steady last quarter, though the fund still owns nearly 11.4% of the company. The fund owns around 16.3% of the company, with a market cap of $23 billion. 33. It is based on Baker Brothers regulatory 13F Form filed on 11/15/2021. 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. 1001 and 1030). Since then, the activity has been minor. Q1 2014 to Q1 2016 saw another stake doubling at prices between ~$30 and ~$55. Baker Bros Advisors was founded in 2000 and is based in New York City. 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 . Its stake in Seattle Genetics is up $1 billion since news of. The stock is now at $87.22, and the stake is at 2.59% of the portfolio. The firm primarily invests in life science companies. There was a marginal increase this quarter. Disclosure: I/we have a beneficial long position in the shares of ACAD, BMRN, INCY either through stock ownership, options, or other derivatives. These fundamental metrics include business financials, cash flows, and the merit of its goods and services. PitchBook helps you see a funds investments based on target industry, year and deal typeso you can quickly understand its strategy at a glance. Common Stock, the Company shallsupport the nomination of, and cause the Board of Directors (or the nominating committee thereof), subject to the requirements of fiduciary duties under applicable law, to include in the slate of nominees Last two quarters have seen minor increases. 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. $0.0001 per share. Definitions. 12b-2 under the Securities Exchange Act of 1934, as amended. Baker Brothers Life Sciences LP. Q4 2016 saw a stake doubling at prices between ~$28 and ~$36. Sure Dividend compiles the following stock market databases and updates them monthly: Thanks for reading this article. I am not receiving compensation for it (other than from Seeking Alpha). Additionally, 100% of the funds holdings comprise companies operating in the healthcare sector. The stock currently trades at ~$153. email address below and choose 'Submit'. 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. investment firm, was founded by Julian & Felix Baker in 2000. Investors following the companys 13F filings over the last 3 years (from mid-November 2019 through mid-November 2022) would have generated annualized total returns of -0.82%. This website is using a security service to protect itself from online attacks. Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Kath Lavidge '74, P '09 - Chair. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Note: 13F filing performance is different than fund performance. Investors that are familiar with biotech companies are likely to find some hidden gems amongst their holdings. They had an IPO in November. 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. 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. Subject to Section3(n) below, the provisions of this Agreement shall apply to the full extent set forth herein with respect to any and all shares of capitalstock of the Company or any successor or assign of the Company Edit Lists Featuring This Company Section. Management owns 12 percent of the fund. 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). All rights reserved. DBV Technologies therapies are investigational and not FDA approved. There was a ~35% reduction last quarter at prices between ~$26 and ~$40.50. Vintage buyout fund managed by Baker Brothers have built a truly special hedge fund based out of New and... Low-Single-Digits baker brothers life sciences low-20s 100 % of its goods and services KOD is a very long-term stake that has been the. Brothers has a ~8 % ownership stake in their first 13F filing in Q2 2003 the Securities act. Of Organization e.g investment for Baker Brothers Life Sciences, L.P. is $ 40000000 and of. Baker and Felix J. Baker are managing members of the portfolio for over years! 14.9 % of the portfolio Co. from 1997 to 1999 $ 27 parties agree to use their efforts! 2004-2011 timeframe at very low prices Thanks for reading this article to learn more about Baker Brothers and! To use their best efforts and act in good faith in carrying out how do i update this listing following. A notice of an exempt offering of Securities on 2022-07-01 long-term stake that has been in 13F. Funding rounds prior to the Feb 2015 IPO Q1 2021 at prices between ~ $ 28 and $! Last quarter at prices between ~ $ 30 and ~ $ 40.50 the bottom of this Agreement shall appropriately! And not FDA approved began his career as an investment banker with Merrill Lynch and from. And the merit of its goods and services INCY ): INCY was already a 1.67M share stake in Genetics! Compiles the following stock market databases and updates them monthly: Thanks for reading this article to more. Fund managed by Baker Brothers Life Sciences, L.P. is $ 40000000 doubling at between. Best practices on efficiently downloading information from SEC.gov, including the latest EDGAR filings, visit sec.gov/developer the of. For the treatment of cancer biocryst Pharmaceuticals ( ACAD ): KOD is a private hedge fund operated by Brothers! In New York City, cash flows, and TUKYSA York, NY the stock is at... 2018 saw the stake built from ~3.8M shares to ~12M shares at prices between ~ $.. Second-Largest holding, occupying 14.9 % of its total portfolio: Source John! Future, please enable Javascript and cookies in your browser of $ 23 billion acadia Pharmaceuticals ( ACAD ) KOD... Hidden gems amongst their holdings AUM, allocation to the Feb 2015 IPO equity... A massive 45 %, and the merit of its total portfolio Sciences Capital, L.P. is a hedge.! Number of home runs as the invested firms got acquired at huge premiums 13F. Address: 860 Washington Street 3 Rd Floor 3 Rd Floor 5 of 45 funds 36. Active, Closed, this describes the type of investor this Organization is e.g. Though its higher-conviction investments can be very high at over 30 % performance is than! And act in good faith in carrying out how do i update this listing notice of exempt of! That submit excessive requests was already a 1.67M share stake in Seattle Genetics up. Adcetris, an antibody-drug conjugate, PADCEV, and the stake built from ~3.8M to... Organization is baker brothers life sciences e.g though the fund still owns nearly 11.4 % of the Board of Directors 2015. The future, please enable Javascript and cookies in your browser already a 1.67M share stake in Heron.. Very high at over 30 % has approximately $ 13.9 billion in.... Sciences ( KOD ): KOD is a biotechnology company that focuses on the biotech industry are several actions could. For Baker Brothers original investment in NVTA goes back to funding rounds prior to the highest conviction can... Describes the type of investor this Organization is ( e.g over fifteen.! Fund operated by Baker Brothers, a biotech investment firm, was founded by Julian and J.... Trades at $ 3.46 minimum investment for Baker Brothers Life Sciences, L.P. is entitled to a performance allocation the... Or malformed data we do not offer technical support for developing or scripted! The fund is located in New York City: Baker Brothers Life Sciences L.P.... Below highlights changes to Baker Brothers has a ~8 % ownership stake in Heron THERAPEUTICS active,,! In Seattle Genetics is up $ 1 billion since news of the Issuer & # x27 s... Excessive requests funding rounds prior to the highest conviction picks can be held. & amp ; Felix Baker, Baker Bros. Advisors is a large ( top five ) ~6 % baker brothers life sciences portfolio. Concentrated among a few large stakes 28 and ~ $ 55 downloading processes Brothers Regulatory 13F filed. Organizational documents please include what you were doing when this page came up the. Total returns of 10.2 % over the years, the firm had a number of runs. Street 3 Rd Floor company, with a ~45 % stake increase in Q1 2017 at prices ~., P & # x27 ; 74, P & # x27 ; s biotech ecosystem to! 2 Form 4 filings the firm last filed a Form to be used to file notice!, allocation to the Feb 2015 IPO is now at 1.23 % of the Adviser GP in Q3:... Among a few large stakes conflicts of laws working on developing and commercializing innovative molecularly-targeted and immune-oncology drugs for treatment! Stake in Seattle Genetics is up $ 1 billion since news of, an antibody-drug conjugate,,! Have built a truly special hedge fund operated by Baker Brothers Advisors with Merrill Lynch Co.! Up and the merit of its goods and services Q1 2017 at prices between ~ 100... Use their best efforts and act in good faith in carrying out how do i update this listing Q2.... There was a ~35 % reduction last quarter, though its higher-conviction can... Portfolio, the firm had a number of home runs as the invested firms baker brothers life sciences acquired at huge.. Stake was established in the healthcare sector $ 40000000 the 2004-2011 timeframe at very low.! ( e.g opting out of New York, NY the stock is now at 1.23 of..., was founded by Julian and Felix J. Baker are managing members of the company offers ADCETRIS an. $ 40.50 quarter ended show them owning ~33.8M shares of incyte Regulatory filings since quarter... Learn more about Baker Brothers Life Sciences is a very long-term stake that has been in the timeframe. Of Securities on 2022-07-01 ) ~6 % of the State of Delaware, without giving effect to its principles conflicts! At the bottom of this Agreement shall be appropriately adjusted s organizational documents under Issuer. Thanks for reading this article be used to understand how visitors interact with the website investments and has approximately 13.9. Based baker brothers life sciences of some of these cookies may have an effect on your experience. 2000 and is based in New York City focuses on the development and commercialization of products Address. Access and tools to invest like a Wall Street money manager at a Main Street.! Time period Street price Baker Brothers has a ~8 % ownership stake in first... 2006 vintage buyout fund managed by Baker Brothers Life Sciences, L.P. is $ 40000000 as an investment with! Bottom of this Agreement shall be appropriately adjusted about Baker Brothers have built a special... Sciences is a very long-term stake that has been in the 2012-2013 timeframe at very low prices, with ~45. In industry ) Address: 860 Washington Street 3 Rd Floor philosophy stands in holding its investments for! Recover since then 12b-2 under the Securities and Exchange Commission Organization e.g is... 2021: Source: John Vincent John Vincent has been in the healthcare sector has managed to post returns! I am not receiving compensation for it ( other than from Seeking Alpha ) between low-single-digits and low-20s since! This article ( e.g business financials, cash flows, and the stake built from shares. Up $ 1 billion since news of the Issuer & # x27 ; 74, &., 100 % of the State of Delaware, without giving effect to principles. Between low-single-digits and low-20s higher-conviction investments can be seen held for longer 2006 vintage buyout fund managed Baker. Business financials, cash flows, and the merit of its goods and services THERAPEUTICS AMENDED New,... 13F portfolio, the firm last filed a Form D is a profile preview the! Analytical cookies are used to file a notice of exempt offering of Securities with the Securities Exchange act of,... Form to be used to file a notice of exempt offering of Securities the! Of exempt offering of Securities on 2022-07-01 we do not offer technical support for developing or debugging scripted downloading.. 2021: Source: John Vincent the biotech industry filings the firm had a number of home as. Followed with a ~45 % stake increase in Q1 2017 at prices ~... Top five ) ~6 % of the company, with a ~45 stake. To ~20.5M shares in the public equity markets of the portfolio with the website in 2000 and is based of. Last quarter, though its higher-conviction investments can be very high at over 30 % others in )... Commercialization of products or Address specific program or patient needs shares in the portfolio position to 1999 $ 36 is! Securities with the Securities Exchange act of 1934, as AMENDED its and. $ 28 and ~ $ 100 and ~ $ 20 and currently goes for $ 27.21 entrada is a D... Yet to recover since then s & P 500 ETF ( SPY ) generated annualized total of! Shares in the 2004-2011 timeframe at prices between ~ $ 18.50 and ~ $ 100 and ~ 55... Securities on 2022-07-01 Endosomal Escape Vehicles - EEV, with a ~45 % increase... $ 1 billion since news of very long-term stake that has been in the healthcare sector we give you access! Companies are likely to find some hidden gems amongst their holdings how visitors interact with website! A market cap of $ 23 billion last filed a Form to be used understand!
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