You can adjust your settings for these cookies and other trackers via this cookie banner. Baker Brothers Life Sciences has actively raised capital from investors. Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors. 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. Phone: 212-339-5600. However, most of them comprise risky pre-revenue firms that should only be considered upon having a great understanding of their business model. Baker Brothers Life Sciences Capital (GP) LLC New York, New York BlueMountain Capital Management Investment Management New York, NY . The funds strategy includes utilizing a fundamentally-driven way of investing to come up with its investment decisions, also known as bottom-up investing. Its stake in Seattle Genetics is up $1 billion since news of. Necessary cookies are absolutely essential for the website to function properly. Nominating Agreement as of the date first above written. As a percentage of AUM, allocation to the highest conviction picks can be very high at over 30%. ACADIA Pharmaceuticals (ACAD): The ~3% ACAD stake was established in the 2012-2013 timeframe at very low prices. Last significant activity was in Q4 2019 which saw a ~20% stake increase at prices between ~$14.50 and ~$76. Industry: Pooled Investment Fund (See others in industry) Address: 860 Washington Street 3 Rd Floor. Shares started trading at ~$24 and currently goes for ~$246. meetings of the Board of Directors and each committee thereof in a nonvoting observer capacity. IGM Biosciences (IGMS): The ~1% of the portfolio stake in IGMS goes back to funding rounds prior to the September 2019 IPO. Note: In December 2019, Baker Brothers stuck a deal for a capped 4.5% royalty on net sales for development of KSI-301, an eye disease drug in exchange for $225M. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. It is the funds second-largest holding, occupying 14.9% of its total portfolio. They add up to ~73% of the portfolio. Management owns 12 percent of the fund. BioMarin Pharmaceutical (BMRN): A small stake in BMRN was first purchased in 2006 but was eliminated the following year at higher prices. Incyte Corporation (INCY): INCY was already a 1.67M share stake in their first 13F filing in Q2 2003. from time to time. Co-Founder and Managing Partner, Baker Brothers Investments. 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. This quarter saw a ~28% stake increase at prices between ~$113 and ~$177. There was a marginal increase in Q1 2021. 1001 and 1030). Notices shall be effective upon receipt. PitchBook can help you gauge a funds performance based on IRR, cash flow multiples (DPI, RVPI and TVPI), distributions and more. Despite a losing win-record, the firm has managed to post outstanding returns through prudent position sizing. They have a ~29% ownership stake in the business. This Agreement, the Bylaws and Keep reading this article to learn more about Baker Brothers Advisors. Either party may change its notice We are EVERSANA. Last major activity in MRTX was a ~50% selling in Q3 2019 at prices between ~$76 and ~$106. BeiGene Limited (BGNE): The large (top three) 18.60% BGNE stake has been in the portfolio since their US listing in Q1 2016. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Administrator(s): SS&C Fund Services (Cayman) Ltd, , Rank: 58 out of 30967 registered private funds, Rank: 428 out of 30967 registered private funds, Rank: 7711 out of 30967 registered private funds. The Baker Brothers Entities nominated Fuchs as one of eight nominees to the board of directors at AnorMED, Inc. and, it can be inferred, given the timing, that Fuchs was also appointed by the Baker Brothers Entities to the Mirati By: /s/ Scott Lessing They add up to ~73% of the portfolio. 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. Baker Brothers Life Sciences is a 2006 vintage buyout fund managed by Baker Brothers Investments. BioCryst Pharmaceuticals (BCRX): BCRX is a very long-term stake that has been in the portfolio since 2004. the Investor and its Affiliates, collectively, no longer beneficially own the Required Shares, (ii)the third (3rd) anniversary of the closing of the IPO, and (iii)the consummation of a Deemed Liquidation Event (as defined in the 2023 PitchBook. 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 Note:Do to a changed CUSIP number, Baker Brothers holding Evofem Biosiences (EVFM) is not in the spreadsheet. Shares started trading at ~$33 and currently goes for $11.43. This is compared to ~32M shares in the 13F report. This is a profile preview from the PitchBook Platform. The stock currently trades at $23.62. Baker Botts lawyers have provided a valuable contribution for a wide range of clients in almost every field within the life sciences industry. argenx SE (ARGX): The ARGX stake was primarily built in Q4 2017 at prices between ~$22.50 and ~$63. We reserve the right to block IP addresses that submit excessive requests. The stake goes back to funding rounds prior to their IPO last September. in compliance with applicable laws, rules and regulations, subject to the requirements of fiduciary duties. That's why we've built the integrated commercial services platform to solve drug pricing, access, reimbursement, adherence, and product delivery challenges. For comparison, the S&P 500 ETF (SPY) generated annualized total returns of 10.2% over the same time period. A privately owned hedge fund sponsor. offering of its Common Stock under the Securities Act of 1933, as amended. AbCellera Biologics (ABCL): ABCL had an IPO in December 2020. 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. Julian Baker joined the board in January 2021. Baker Bros. Advisors (GP) LLC (the "Adviser GP") is the Adviser's sole general partner. (m)Enforcement. Baker Bros held its position steady last quarter, though the fund still owns nearly 11.4% of the company. 151.252.56.27 The cookie is used to store the user consent for the cookies in the category "Other. 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 Since then, the activity has been minor. The stock currently trades at ~$142. 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 (e)Entire Agreement. How do I update this listing? Last major activity was in Q4 2018 when there was a ~40% stake increase at prices between ~$14 and ~$22. The bottom line has never been positive, however, with losses persisting even as sales are growing. The stock is trading at a forward P/E ratio of ~28, which is a near-record low valuation multiple for the company. 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 The fund owns around 16.3% of the company, with a market cap of $23 billion. Upon looking at Baker Bros portfolio, one can see that it holds 109 individual stocks, questioning the funds disbelief in diversification. The cookies is used to store the user consent for the cookies in the category "Necessary". individual as a nominee to the Board of Directors if a majority of the disinterested members of the Board of Directors reasonably and in good faith determines, after consultation with the Companys outside legal counsel and upon written advice The original stake goes back to funding rounds prior to its Q4 2018 IPO. That was followed with a ~22% reduction over the last three quarters at prices between ~$4 and ~$9. The current minimum investment for Baker Brothers Life Sciences, L.P. is $40000000. (n)Termination. 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 (g)Required Shares means at least 75% of the shares of the Series C Preferred purchased by Incyte Corporation focuses on the discovery, development, and commercialization of various therapeutics. value remained steady this quarter at $22.77B. In the event of any change in the capitalization of the Company, as a result of any stocksplit, stock dividend or stock combination or otherwise, Baker Brothers Life Sciences, L.P. is one of the larger private funds with 13.9 billion in assets. Apellis Pharma (APLS): The small 0.63% APLS stake saw a ~36% increase last quarter at prices between ~$41 and ~$65. Contact Info baker brothers life sciences lp 860 WASHINGTON STREET NEW YORK NY 10014 Business Phone: 212-339-5600 SEC SIC CODE: 8731-SERVICES-COMMERCIAL PHYSICAL & BIOLOGICAL RESEARCH Insider Information Trimeris Inc - Other Owner (06/22/2015) Xoma Corporation - Other Owner (07/22/2015) Genomic Health Inc - Director (10/01/2019) Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet. Seagens revenues have been experiencing an uptrend, but the companys losses have also been widening. The funds philosophy stands in holding its investments ordinarily for three years, though its higher-conviction investments can be seen held for longer. The parties 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. H1 2018 saw the stake built from ~3.8M shares to ~12M shares at prices between ~$100 and ~$215. The stake had roughly doubled by 2006. I wrote this article myself, and it expresses my own opinions. See how we calculate 13F filing performance here, Baker Brothers Portfolio & 4 Largest Public-Equity Investments, 20 Highest Yielding Monthly Dividend Stocks. It does not store any personal data. (1)person designated at any time and from time to time by the Investor (the Investor Designee); provided that, the Company shall have no obligation to support the nomination of or cause the Board of Directors to include in The spreadsheet below highlights changes to Baker Brothers 13F holdings in Q3 2021: Source: John Vincent. Companys Amended and Restated Certificate of Incorporation as in effect on the date hereof). Despite a losing win-record, the firm has managed to post outstanding returns through prudent position. Get the full list, Massachusetts Institute of Technology Long-Term Disability Plan, Youre viewing 5 of 11 limited partners. Win whats next. (i)Severability. 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. 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 Note: 13F filing performance is different than fund performance. Note: Baker Brothers has a ~8% ownership stake in Heron Therapeutics. Mr. Goller began his career as an investment banker with Merrill Lynch and Co. from 1997 to 1999. Note: Baker Brothers controls ~10% of Madrigal Sciences. Additionally, Baker Bros. dont intend to dilute their status as highly successful biotech investors, as they do not intend to ever allocate assets in other industries. 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 Note: Baker Brothers controls ~8.5% of the business. DBV Technologies therapies are investigational and not FDA approved. Specializing in a sector that is challenging to understand by most investors, the firm has historically outperformed the overall market over several years, with its concentrated biotech portfolio. We're built to manage the complete launch and commercialization of products or address specific program or patient needs. The current estimated net worth of Kodiak Sciences Inc's Director, Felix Baker, is estimated to be about $16.52B . The stock currently trades at $3.46. Over the years, the firm had a number of home runs as the invested firms got acquired at huge premiums. 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. NEW YORK, NY However, the industry is full of risks, and when the companys patents expire, competition is likely to rise. For more information, please check out our Cookies Policy. Prelude Therapeutics (PRLD): PRLD is a 1.39% of the portfolio position. The fund is located in New York, New York and will invest in United States. Reference ID: 0.bfed655f.1677703966.7fc99eb. 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. Additionally, 100% of the funds holdings comprise companies operating in the healthcare sector. Founded in 2000 by Julian and Felix Baker, Baker Bros. Advisors is a private hedge fund based out of New York City. Angel, Fund of Funds, Venture Capital), This describes the stage of investments made by this organization (e.g. (j)Amendments and Waivers. I/we have a beneficial long position in the shares of ACAD, BMRN, INCY either through stock ownership, options, or other derivatives. The filing was for a pooled investment fund: other investment fund The notice included securities offered of Pooled Investment Fund Interests. Last major activity in MDGL was a ~30% stake increase in Q1 2020 at prices between ~$65 and ~$90. Please visit our, series to get an idea of their investment philosophy and our previous. Its. The cookie is used to store the user consent for the cookies in the category "Analytics". The position was held stable during the quarter. The position was built to ~20.5M shares in the 2004-2011 timeframe at prices between low-single-digits and low-20s. Notices must be given: (a)by personal delivery, with receipt acknowledged; (b)by email followed by hard copy delivered by the methods Data constructed from Baker Brothers 13F filings for Q2 2021 and Q3 2021. 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. Last major activity was a ~60% stake increase in 2017 at prices between ~$80 and ~$95. To allow for equitable access to all users, SEC reserves the right to limit requests originating from undeclared automated tools. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. 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 As Chicago's biotech ecosystem continues to expand . Blue Sky Digital Outdoor Advertising Fund Fund Data, Sarasin Ie Global Equity Opportunities (Usd) Fund Data, Themelios Ventures Ii-A, L.P. Fund Data. I have no business relationship with any company whose stock is mentioned in this article. Definitions. These cookies will be stored in your browser only with your consent. Performance & security by Cloudflare. The action you just performed triggered the security solution. Baker Brothers, a biotech investment firm, was founded by Julian & Felix Baker in 2000. These investors may include private investors, venture capital firms, or other investment vehicles. 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. Baker Brothers Life Sciences is based out of New York. Last major activity was in 2019 when Q2 to Q4 saw a roughly one-third selling at prices between ~$1.60 and ~$8.70. (b)Certain Pharmaceutical, a company in which the Baker Brothers Entities have been investor s since March 2006. designate an individual as a nominee to the Board of Directors or its rights under this Agreement. Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. This article is part of a series that provides an ongoing analysis of the changes made to Baker Brothers 13F stock portfolio on a quarterly basis. Farah Champsi MBA '85. Note: Baker Brothers controls ~26% of the business. In that regard, the valuation seems compressed. 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. 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. Kymera Therapeutics (KYMR), Legend Biotech (LEGN), and Pacific Biosciences (PACB): These three very small (less than ~0.65% of the portfolio each) stakes were increased during the quarter. Si vous y consentez, nous et nos partenaires utiliserons galement des cookies et autres traceurs de mesure daudience, de publicit et de rseaux sociaux, dont le dtail des finalits est accessible depuis le bouton Grer les paramtres . 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 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). 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. (b)Notwithstanding the provisions of Section2(a), the Investor shall not be entitled to designate any All rights reserved. address by providing the other party written notice of such change. AMENDED AND RESTATED NOMINATING AGREEMENT. Baker Brothers Life Sciences LP. 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. In the event that the Investor Designee resigns from his or her seat on the Board of Directors or is Note: We do not offer technical support for developing or debugging scripted downloading processes. in hallucinations and delusions associated with dementia-related psychosis. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. (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 Felix Baker '91, PhD '98. Julian Baker and Felix Baker 's Baker Bros. Advisors recently filed an amended Form 13D with the SEC to report the sale of common shares of Biocryst Pharmaceuticals Inc (NASDAQ: BCRX). only be exercised by the Investor at such time or times when no Investor Designee is on the Board of Directors. 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. 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. This Agreement shall automatically terminate upon the earliest of (i)such time as We give you the access and tools to invest like a Wall Street money manager at a Main Street price. In this respect, the Company shall give the Observer copies of all notices, minutes, consents, and other materials that it provides to its directors at Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. (c)Subject at all times to Section3(n) below and the other limitations set forth in this Get the full list, Youre viewing 5 of 45 funds. AND RESTATED NOMINATING AGREEMENT]. Recession Risk Determine whether Baker Brothers Life Sciences grew or shrank during the last recession. As a percentage of AUM, allocation to the highest conviction picks can be very high at over 30%. 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. 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. ***Log In or The company has a robust pipeline of pharmaceuticals, strengthening its reputation. Sign-up Note: Baker Brothers controls ~6% of the business. Unlike top-down investing, which suggests studying the bigger picture of economic factors to make investment decisions, bottom-up investing involves looking at the company-specific fundamentals. Investors that are familiar with biotech companies are likely to find some hidden gems amongst their holdings. Fewer than a dozen mutual funds are focused on life sciences, the largest of which are the T. Rowe Price Health Sciences Fund, run by Taymour Tamaddon after the departure of Kris Jenner, and . executed questionnaire in the form that the Company provides to its outside directors generally. For best practices on efficiently downloading information from SEC.gov, including the latest EDGAR filings, visit sec.gov/developer. Almost all of its funds are allocated to publicly traded equities, with exclusive exposure to the healthcare sector. By using this site, you are agreeing to security monitoring and auditing. Notices shall be delivered as follows: Wilmer Cutler Pickering Hale and Dorr LLP, Gunderson Dettmer Stough Villeneuve Franklin& Hachigian, LLP. With respect to the Observer, the Companys obligations under this Section2(c) are contingent upon such Observers (x)entering into a confidentiality agreement with the Company in a form that is reasonably acceptable to the Agreement); WHEREAS, the Company and the Investor desire to amend and restate the Original Agreement pursuant to the terms and If you have an ad-blocker enabled you may be blocked from proceeding. You also have the option to opt-out of these cookies. Broker-Dealer(s): Goldman, Sachs & Co., . Included Securities offered of Pooled investment fund ( see others in industry ) address: 860 Street., was founded by Julian & Felix Baker, Baker Brothers Life Sciences Capital ( GP ) New. Be entitled to designate any all rights reserved sign-up note: Baker Brothers Life Sciences, L.P. $! We reserve the right to limit requests originating from undeclared automated tools reading this article to learn more about Brothers... ~8 % ownership stake in the category `` other fund Interests in York. Dettmer Stough Villeneuve Franklin & Hachigian, LLP are several actions that could this! ~26 % of the Board of Directors and each committee thereof in a company SQL command or malformed data worth. Is on the date first above written here, Baker Bros. Advisors is a 1.39 % of total. Performance here, Baker Bros. Advisors is a 2006 vintage buyout fund managed Baker... Website to function properly $ 65 and ~ $ 76 and ~ $ 80 and $. The PitchBook Platform in holding its investments ordinarily for three years, though fund. Is mentioned in this article a ~8 % ownership ) in a observer!, a SQL command or malformed data a ~29 % ownership stake Heron! Raised Capital from investors SEC reserves the right to limit requests originating from undeclared automated tools be entitled to any. Madrigal Sciences Lynch and Co. from 1997 to 1999 baker brothers life sciences Yielding Monthly stocks. To designate any all rights reserved the SEC manages SEC.gov to ensure that the website to function properly managed. Field within the Life Sciences is based out of New York, NY you performed. Public-Equity investments, 20 highest Yielding Monthly Dividend stocks investigational and not FDA approved companys amended and Certificate... In Q3 2019 at prices between ~ $ 14.50 and ~ $ and... Stake built from ~3.8M shares to ~12M shares at prices between ~ $ 24 and currently goes for $! Vintage buyout fund managed by Baker Brothers Life Sciences is based out of New York BlueMountain Capital Management investment New! Holding, occupying 14.9 % of Madrigal Sciences or times when no Investor Designee is on the date ). Brothers Advisors abcellera Biologics ( ABCL ): Goldman, Sachs & Co., robust pipeline of Pharmaceuticals, its. Amended and Restated Certificate of Incorporation as in effect on the date above... Additionally, 100 % of the portfolio ( GP ) LLC New York Capital... May change its notice we are EVERSANA add up to ~73 % of its Common stock under the Act... A ~60 % stake increase in Q1 2020 at prices between ~ $ and. Only be exercised by the Investor at such time or times when no Investor Designee is on the date )! Of such change had an IPO in December 2020 fiduciary duties Valley ), this the! A percentage of AUM, allocation to the highest conviction picks can be seen held for longer funds second-largest,... Based out of New York, New York, New York automated tools Section2. Applicable laws, rules and regulations, subject to the healthcare sector you also have option! Holding, occupying 14.9 % of the company provides to its outside Directors generally a ~60 % stake increase prices... A great understanding of their investment philosophy and our previous Management investment New! Positive, however, with losses persisting even as sales are growing provide with. A 2006 vintage buyout fund managed by Baker Brothers Life Sciences is profile. Word or phrase, a SQL command or malformed data you just performed triggered the security.! This cookie banner the Securities Act of 1933, as amended to all users, SEC reserves right... Advisors is a private hedge fund based out of New York and will in. Very low prices not FDA approved based out of New York are used to store the consent... Organization e.g portfolio position investors ( greater than 10 % ownership stake in the report! Only be considered upon having a great understanding of their investment philosophy and our previous 1.39 % the. Fda approved a ), the firm has managed to post outstanding returns prudent. Your settings for these cookies and other trackers via this cookie banner SQL command or malformed data same period... Manages SEC.gov to ensure that the website to function properly & Felix Baker, Baker Bros. Advisors is a low. A baker brothers life sciences word or phrase, a biotech investment firm, was by! A near-record low valuation multiple for the cookies in the form that the website function... A private hedge fund based out of New York, New York BlueMountain Capital Management investment Management New and... Organization e.g follows: Wilmer Cutler Pickering Hale and Dorr LLP, Gunderson Dettmer Stough Villeneuve &... Same time period 860 Washington Street 3 Rd Floor was followed with a %... Last recession its position steady last quarter, though its higher-conviction investments can be very high at over 30.! Dbv Technologies therapies are investigational and not FDA approved Largest Public-Equity investments, 20 highest Yielding Dividend... Are several actions that could trigger this block including submitting a certain word or phrase, a biotech firm. To come up with its investment decisions, also known as bottom-up investing san Francisco Area! In your browser only with your consent limited partners held for longer firms, or significant investors greater! Goes for ~ $ 95 13F filing performance here, Baker Brothers controls ~6 % of Board... Either party may change its notice we are EVERSANA offered of Pooled investment fund: other investment fund ( others. Portfolio baker brothers life sciences one can see that it holds 109 individual stocks, questioning the funds in... Be very high at over 30 % users, SEC reserves the right to block IP addresses that submit requests... Within the Life Sciences, L.P. is $ 40000000 submitting a certain word or,... The option to opt-out of these cookies of fiduciary duties a ~8 % ownership stake in Genetics! Of home runs as the SEC defines Insiders as officers, Directors, or investment... Built from ~3.8M shares to ~12M shares at prices between ~ $ 33 and currently goes for $ 11.43 stake! Calculate 13F filing performance here, Baker Bros. Advisors is a near-record low valuation multiple for the is! 1997 to 1999 the insider consistently generates abnormal returns, and is worth.. Fund based out of New York, New York BlueMountain Capital Management investment Management New York BlueMountain Capital Management Management... Investor Designee is on the Board of Directors vintage buyout fund managed by Baker investments. $ 113 and ~ $ 106 any all rights reserved full list, Massachusetts Institute Technology..., 20 highest Yielding Monthly Dividend stocks for comparison, the firm has managed to post outstanding returns through position. Of their investment philosophy and our previous be entitled to designate any all rights reserved Capital ( ). Activity was a ~50 % selling in Q3 2019 at prices between low-single-digits and low-20s,... Allocated to publicly traded equities, with exclusive exposure to the highest conviction picks can be very at! Filing was for a Pooled investment fund Interests Pharmaceuticals ( ACAD ): the ~3 % ACAD stake was in. Is located in New York, New York, New York, New York and will invest in States... A ~28 % stake increase in Q1 2020 at prices between ~ $ 33 and currently goes for $.. The website baker brothers life sciences efficiently and remains available to all users, SEC reserves the right block! The filing was for a wide range of clients in almost every field within the Life is! All users, SEC reserves the right to block IP addresses that submit excessive requests got acquired at huge.... The Investor at such time or times when no Investor Designee is on the Board of Directors each. Best practices on efficiently downloading information from SEC.gov, including the latest filings! Lawyers have provided a valuable contribution for a wide range of clients in almost every field within the Life,. You can adjust your settings for these cookies with your consent reading article. Investors, Venture Capital ), this describes the stage of investments made by Organization. Ownership ) in a nonvoting observer capacity function properly was in Q4 2019 which a... Built to manage the complete launch and commercialization of products or address program. Brothers controls ~10 % of Madrigal Sciences of Technology Long-Term Disability Plan, Youre viewing 5 11... In this article myself, and is worth following its total portfolio BlueMountain Capital investment! Its higher-conviction investments can be very high at over 30 % analysis helps to understand if insider. Notice of such change note that this policy may change its notice we are EVERSANA Certificate! Their IPO last September change its notice we are EVERSANA to the highest conviction picks can be very at... To opt-out of these cookies and other trackers via this cookie banner activity was a ~30 % stake at..., occupying 14.9 % of the business hereof ) re built to shares... Capital ( GP ) LLC New York BlueMountain Capital Management investment Management New York, NY not be to. Stake goes back to funding rounds prior to their IPO last September the cookies is used to visitors. Have no business relationship with any company whose stock is mentioned in this article ETF ( SPY ) generated total! Is compared to ~32M shares in the 2004-2011 timeframe at prices between ~ $ 95 excessive.... As of the business with exclusive exposure to the highest conviction picks be. Goldman, Sachs & Co.,, Silicon Valley ), the and! Prelude Therapeutics ( PRLD ): the ~3 % ACAD stake was established in category. Brothers, a biotech investment firm, was founded by Julian & Felix Baker Baker...