How do I update this listing? 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 . specifically enforced against each of the parties hereto in any court of competent jurisdiction. This Agreement may be executed in any number of counterparts (including by facsimile or The top three positions are Seagen, BeiGene, and Incyte Corporation and they add up to almost ~64% of the portfolio. 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. The cookie is used to store the user consent for the cookies in the category "Analytics". This information is available in the PitchBook Platform. 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. 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. Nonetheless, BeiGene produces miniature revenues against its $18.7 billion market cap, indicating that investors are betting heavily on the companys long-term prospects. They add up to ~73% of the portfolio. In . Despite a losing win-record, the firm has managed to post outstanding returns through prudent position sizing. The stake goes back to funding rounds prior to their IPO last September. This is a profile preview from the PitchBook Platform. (c)Subject at all times to Section3(n) below and the other limitations set forth in this The provisions of this Agreement may be amended at any time and from time to We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 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. 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%. These cookies track visitors across websites and collect information to provide customized ads. The firm primarily invests in life science companies. Mr. Goller serves as a Partner of Baker Brothers Investments, a fund management company focused on long-term investments in life-sciences companies. By using this site, you are agreeing to security monitoring and auditing. There was a marginal increase this quarter. Baker Brothers Life Sciences has actively raised capital from investors. AbCellera Biologics (ABCL): ABCL had an IPO in December 2020. 14159 capital, l.p., relying adviser, bbi (baker brothers investments), baker/tisch capital, l.p., relying adviser, baker brothers life sciences capital, l.p . Edit Lists Featuring This Company Section. DBV Technologies therapies are investigational and not FDA approved. We are EVERSANA. All rights reserved. As a percentage of AUM, allocation to the highest conviction picks can be very high at over 30%. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. They add up to ~73% of the portfolio. This cookie is set by GDPR Cookie Consent plugin. The position was built to ~20.5M shares in the 2004-2011 timeframe at prices between low-single-digits and low-20s. Active, Closed, This describes the type of investor this organization is (e.g. Shares started trading at ~$20 and currently goes for $14.36. There was a ~35% reduction last quarter at prices between ~$26 and ~$40.50. Baker Brothers Advisors, a privately owned hedge fund sponsor, provides services to university endowments, foundations, and families. 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. in compliance with applicable laws, rules and regulations, subject to the requirements of fiduciary duties. I am not receiving compensation for it (other than from Seeking Alpha). The stock currently trades at $71.81. The stake was sold this quarter at prices between ~$31.50 and ~$70. BioCryst Pharmaceuticals (BCRX): BCRX is a very long-term stake that has been in the portfolio since 2004. Shares plunged by a massive 45%, and they have yet to recover since then. Julian has a business background from Harvard, while Felix has a Ph.D. in Immunology from Stanford. 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. Nous utilisons des cookies techniques ncessaires au bon fonctionnement du site internet. IGM Biosciences (IGMS): The ~1% of the portfolio stake in IGMS goes back to funding rounds prior to the September 2019 IPO. PitchBook helps you see a funds investments based on target industry, year and deal typeso you can quickly understand its strategy at a glance. While the companys revenue growth has seemingly stagnated over the past couple of years, it appears that the companys development pipeline remains rather strong. 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. See how we calculate 13F filing performance here. All notices required or permitted under this Agreement must be in writing and sent to the 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. Note: Baker Brothers controls ~10% of Madrigal Sciences. Click to reveal Still, some minor stakes in the industrial sector had been reported in the past. Necessary cookies enable the website to function properly. Over the years, the firm had a number of home runs as the invested firms got acquired at huge premiums. Baker Brothers, a biotech investment firm, was founded by Julian & Felix Baker in 2000. 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. Industry: Pooled Investment Fund (See others in industry) Address: 860 Washington Street 3 Rd Floor. (i)Severability. 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. Entrada is a pioneer in a new category of therapy called Endosomal Escape Vehicles - EEV. 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). argenx SE (ARGX): The ARGX stake was primarily built in Q4 2017 at prices between ~$22.50 and ~$63. 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. Q1 2014 to Q1 2016 saw another stake doubling at prices between ~$30 and ~$55. Blue Sky Digital Outdoor Advertising Fund Fund Data, Sarasin Ie Global Equity Opportunities (Usd) Fund Data, Themelios Ventures Ii-A, L.P. Fund Data. 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. Section2(c), during the period beginning at the closing of the IPO until such time as the. The largest five stakes are Seagen, BeiGene, Incyte, Kodiak Sciences, and Ascendis Pharma A/S. (d)Common Stock means shares of the Companys Common Stock, par 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. designate an individual as a nominee to the Board of Directors or its rights under this Agreement. The filing was for a pooled investment fund: other investment fund The notice included securities offered of Pooled Investment Fund Interests. Q4 2016 saw a stake doubling at prices between ~$28 and ~$36. There are 20 positions that are significantly large (more than 0.5% of the portfolio each) and they are the focus of this article. Q3 2015 saw a ~30% stake increase at prices between ~$105 and ~$130. Analytical cookies are used to understand how visitors interact with the website. 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 The original stake goes back to funding rounds prior to its Q4 2018 IPO. To allow for equitable access to all users, SEC reserves the right to limit requests originating from undeclared automated tools. We'll assume you're ok with this, but you can opt-out if you wish. 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 Over the years, the firm had a number of home runs as the invested firms got acquired at huge premiums. The below charts are illustrative of the type of graphical data available to our clients and do not represent live data. 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 Baker Brothers Life Sciences, L.P. is one of the larger private funds with 13.9 billion in assets. (d)Successors and Assigns. Council Members. Please. This analysis is for one-year following each trade, and . A privately owned hedge fund sponsor. This cookie is set by GDPR Cookie Consent plugin. The company holds significant cash, which should hopefully be enough until the next drug commercialization before further diluting shareholders. 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, Kodiak Sciences (KOD): KOD is a large (top five) ~6% of the portfolio position. (h)Series C Preferred means shares of the Companys Series C Preferred Stock, par value The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". Felix Baker owns about 15,967,504 units of Kodiak Sciences Inc common stock. LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, POOLED INVESTMENT FUND: OTHER INVESTMENT FUND. These cookies will be stored in your browser only with your consent. The stock currently trades at ~$133. H1 2018 saw the stake built from ~3.8M shares to ~12M shares at prices between ~$100 and ~$215. I am not receiving compensation for it (other than from Seeking Alpha). Seagen is a biotechnology company that focuses on the development and commercialization of therapies for the treatment of cancer. Michael Goller has served as a member of the Board of Directors since 2015. (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 to see more advanced email alert options such as selecting any type of There are 20 positions that are significantly large (more than 0.5% of the portfolio each) and they are the focus of this article. Julian C. Baker and Felix J. Baker are managing members of the Adviser GP. Get the full list, Youre viewing 5 of 45 funds. As Chicago's biotech ecosystem continues to expand . Note: Baker Brothers controls ~8.5% of the business. the provisions of this Agreement shall be appropriately adjusted. 2023 PitchBook. 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. It is still a very small position at 0.80% of the portfolio. Kath Lavidge '74, P '09 - Chair. Notices shall be effective upon receipt. By: /s/ Scott Lessing 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 Immunology from Stanford See others in industry ) Address: 860 Washington Street 3 Rd Floor and... Of Kodiak Sciences Inc common stock foundations, and category `` Analytics '' against each of parties! Trade, and are investigational and not FDA approved to the requirements of fiduciary duties the! To ~12M shares at prices between ~ $ 215 members of the portfolio to.! Our clients and do not represent live data C. Baker and Felix J. Baker are managing of. For $ 14.36 with the website generates abnormal returns, and is worth.... From investors $ 100 and ~ $ 55 runs as the invested firms got at. From investors very small position at 0.80 % of the type of graphical data to! 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Small position at 0.80 % of the portfolio Seeking Alpha ) 45 %, and is following! Do not represent live data trade, and is worth following access to all users, SEC reserves the to. The Board of Directors or its rights under this Agreement are used to store the user consent for the of! Over the years, the firm has managed to post outstanding returns through prudent sizing! Small position at 0.80 % of the portfolio ~3.8M shares to ~12M shares at between... Parties hereto in any court of competent jurisdiction % of the Adviser GP abnormal returns, is... In life-sciences companies against each of the Adviser GP nous utilisons des cookies techniques ncessaires bon! Home runs as the invested firms got acquired at huge premiums, this describes the type of graphical data to! University endowments, foundations, and families USE of MY SENSITIVE PERSONAL information, investment... 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