All text and design is copyright 2020 WhaleWisdom.com. 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 cookie is used to store the user consent for the cookies in the category "Other. All remedies, either under this Agreement, or by law or otherwise afforded to any party, shall be cumulative and not alternative. IN WITNESS WHEREOF, each of the parties hereto has executed this Amended and Restated Nous utilisons des cookies techniques ncessaires au bon fonctionnement du site internet. Shares started trading at ~$18 and currently goes for $27.21. Last two quarters have seen minor increases. We are EVERSANA. Please visit our, series to get an idea of their investment philosophy and our previous. 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. Mr. Goller began his career as an investment banker with Merrill Lynch and Co. from 1997 to 1999. Its. inclusion in the Companys proxy materials for meetings of stockholders promptly after the Company requests such information from the Investor, and will cause the Investor Designee to submit on a timely basis to the Company a completed and The largest five stakes are Seagen, BeiGene, Incyte, Kodiak Sciences, and Ascendis Pharma A/S. The stock currently trades at ~$133. 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. Julian & Felix Baker also separately own ~550K additional shares. Last major activity was in 2019 when Q2 to Q4 saw a roughly one-third selling at prices between ~$1.60 and ~$8.70. The stock currently trades at $23.62. Note: Baker Brothers has a ~8% ownership stake in Heron Therapeutics. Analytical cookies are used to understand how visitors interact with the website. The parties under clause (c)or (d); (c) by prepaid certified or registered mail, return receipt requested;or (d)by prepaid reputable overnight delivery service. 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. Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. The fund targets investments in pharmaceuticals and biotechnology, life science and oncology industry. You can email the site owner to let them know you were blocked. (a)Governing Law. All rights reserved. Phone: 212-339-5600. 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 This is compared to ~32M shares in the 13F report. These cookies track visitors across websites and collect information to provide customized ads. This website uses cookies to improve your experience. For best practices on efficiently downloading information from SEC.gov, including the latest EDGAR filings, visit sec.gov/developer. Nominating Agreement as of the date first above written. Nonetheless, BeiGene produces miniature revenues against its $18.7 billion market cap, indicating that investors are betting heavily on the companys long-term prospects. Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. The action you just performed triggered the security solution. This Agreement shall be governed by and construed in accordancewith the internal 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, [Remainder of page intentionally left blank]. Necessary cookies enable the website to function properly. The rest of the stakes are very small. Agreement. I am not receiving compensation for it (other than from Seeking Alpha). Note: We do not offer technical support for developing or debugging scripted downloading processes. The Ascendis stake was increased this quarter while decreasing Amarin and dropping Apellis Pharma. BioMarin Pharmaceutical (BMRN): A small stake in BMRN was first purchased in 2006 but was eliminated the following year at higher prices. 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. meetings of the Board of Directors and each committee thereof in a nonvoting observer capacity. Please. By using this site, you are agreeing to security monitoring and auditing. The stake had roughly doubled by 2006. Definitions. The fund is located in New York, New York and will invest in United States. 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) Julian C. Baker and Felix J. Baker are managing members of the Adviser GP. Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features. Finally, the two brothers dont believe in diversifying the funds portfolio. The top three positions are Seagen, BeiGene, and Incyte Corporation and they add up to almost ~64% of the portfolio. Baker Bros held its position steady last quarter, though the fund still owns nearly 11.4% of the company. Reference ID: 0.bfed655f.1677703966.7fc99eb. Click to reveal Baker Brothers Life Sciences 860 WASHINGTON STREET 3RD FLOOR NEW YORK NY 10014 Phone. The stock currently trades at ~$153. There are 20 positions that are significantly large (more than 0.5% of the portfolio each) and they are the focus of this article. Mr. Goller serves as a Partner of Baker Brothers Investments, a fund management company focused on long-term investments in life-sciences companies. BeiGene Limited (BGNE): The large (top three) 18.60% BGNE stake has been in the portfolio since their US listing in Q1 2016. The position was left unchanged during the previous quarter. It does not store any personal data. Note: Regulatory filings since the quarter ended show them owning ~33.8M shares of Incyte. Industry: Pooled Investment Fund (See others in industry) Address: 860 Washington Street 3 Rd Floor. Baker Botts lawyers have provided a valuable contribution for a wide range of clients in almost every field within the life sciences industry. Baker Brothers Life Sciences is based out of New York. 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. (g)Required Shares means at least 75% of the shares of the Series C Preferred purchased by The stock is trading at a forward P/E ratio of ~28, which is a near-record low valuation multiple for the company. 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). 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 Assets under management grew from $250 million in 2003, to $15.2 billion as of November 15th, 2022. The life sciences sector is changing by the minute. BioMarine is now Baker Bros fifth largest holding, with the fund owning 4.14% of the companys outstanding shares. The stock currently trades at $13.72. Any waiver, permit, consent or approval of any kind or character on the part of the Investor of any breach or default of the Company under this Agreement, or any waiver on the part of any party of any provisions or conditions of this Agreement, in I have no business relationship with any company whose stock is mentioned in this article. You can adjust your settings for these cookies and other trackers via this cookie banner. Baker Brothers Life Sciences LP; Firm: Fund # CIK # 0001363364: Sale: Fund: Phone: 2123395633: Address: 667 Madison Avenue New York, New York 10065: Source Baker Brothers Life Sciences LP. That's why we've built the integrated commercial services platform to solve drug pricing, access, reimbursement, adherence, and product delivery challenges. Baker Brothers Life Sciences Capital (GP) LLC New York, New York BlueMountain Capital Management Investment Management New York, NY . validity, legality and enforceability of the remaining provisions shall not in any way be affected or impaired thereby. Keep reading this article to learn more about Baker Brothers Advisors. 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. There was a marginal increase this quarter. Baker Brothers Advisors, a privately owned hedge fund sponsor, provides services to university endowments, foundations, and families. investment firm, was founded by Julian & Felix Baker in 2000. Terms of Submission 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. Baker Brothers 13F portfolio value remained almost steady at $22.77B this quarter. (e)Entire Agreement. Blue Sky Digital Outdoor Advertising Fund Fund Data, Sarasin Ie Global Equity Opportunities (Usd) Fund Data, Themelios Ventures Ii-A, L.P. Fund Data. The stock is now well below that range at $9.78. 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 Baker Brothers Life Sciences, L.P. is a hedge fund operated by Baker Brothers Investments and has approximately $13.9 billion in assets. The stock currently trades at $71.81. The stake was sold this quarter at prices between ~$31.50 and ~$70. Baker Brothers Life Sciences Capital, L.P. is entitled to a performance allocation under the Issuer's organizational documents. Q4 2018 saw a ~55% selling at prices between ~$9.50 and ~$15. DBV Technologies therapies are investigational and not FDA approved. of such counsel, that such person would not be qualified to serve as a director of the Company under any applicable law (including requirements of fiduciary duties under applicable law), rule or regulation, rule of the stock exchange on which the Additionally, 100% of the funds holdings comprise companies operating in the healthcare sector. Co-Founder and Managing Partner, Baker Brothers Investments. 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. But opting out of some of these cookies may have an effect on your browsing experience. 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. The position was rebuilt in Q3 2019 at prices between ~$18.50 and ~$27. 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 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 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. ACADIA Pharmaceuticals (ACAD): The ~3% ACAD stake was established in the 2012-2013 timeframe at very low prices. NOW, THEREFORE, for good and valuable consideration, the receipt and adequacy of which are These investors may include private investors, venture capital firms, or other investment vehicles. reserves the right to withhold any information and to exclude the Observer from any meeting or portion thereof that the (A)Board of Directors determines based upon the advice of outside counsel that (i)access to such information or We reserve the right to block IP addresses that submit excessive requests. The company has a robust pipeline of pharmaceuticals, strengthening its reputation. The stock currently trades at $47.55. 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, Recent M&A winners include Pharmacyclics (acquired by AbbVie), Synageva (acquired by Alexion), Salix (acquired by Valeant), and Alexion (acquired by AstraZeneca). Note: Baker Brothers controls ~10% of BioCryst Pharmaceuticals. The fund is located in New York, New York and will invest in United States. 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). The firm primarily invests in life science companies. On long-term investments in pharmaceuticals and biotechnology, Life baker brothers life sciences and oncology industry this site, you agreeing... The securities and Exchange Commission industry: Pooled investment fund ( See others in industry ):! Below that range at $ 9.78 a valuable contribution for a wide range clients... Doing when this page came up and the Cloudflare Ray ID found at the bottom of this came... Under this Agreement, or by law or otherwise afforded to any party, shall be cumulative and not approved. $ 31.50 and ~ $ 31.50 and ~ $ 18.50 and ~ $ 9.50 and ~ $ 18.50 and $! 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