baker brothers life sciences

This cookie is set by GDPR Cookie Consent plugin. Despite a losing win-record, the firm has managed to post outstanding returns through prudent position sizing. laws of the State of Delaware, without giving effect to its principles of conflicts of laws. Sure Dividend compiles the following stock market databases and updates them monthly: Thanks for reading this article. the provisions of this Agreement shall be appropriately adjusted. The current minimum investment for Baker Brothers Life Sciences, L.P. is $40000000. (b)Notwithstanding the provisions of Section2(a), the Investor shall not be entitled to designate any All rights reserved. There are 20 positions that are significantly large (more than 0.5% of the portfolio each) and they are the focus of this article. Over the years, the firm had a number of home runs as the invested firms got acquired at huge premiums. These investors may include private investors, venture capital firms, or other investment vehicles. However, the industry is full of risks, and when the companys patents expire, competition is likely to rise. Last two quarters have seen minor increases. The funds philosophy stands in holding its investments ordinarily for three years, though its higher-conviction investments can be seen held for longer. I/we have a beneficial long position in the shares of ACAD, BMRN, INCY either through stock ownership, options, or other derivatives. benefit of, and be binding upon, the successors, assigns, heirs, executors, and administrators of the parties hereto. Ownership. The stock currently trades at $71.81. Assets under management grew from $250 million in 2003, to $15.2 billion as of November 15th, 2022. However, the funds investing philosophy does hold up, as the top 10 holdings account for 86.4% of the total capital invested, confirming their inclination towards high-conviction investments. It is still a very small position at 0.80% of the portfolio. removed or otherwise fails to become or ceases to be a director for any reason, the Company shall cause the vacancy to be filled by the election or appointment of another Investor Designee nominated by the Investor as soon as reasonably practicable Baker Brothers Life Sciences Capital (GP) LLC New York, New York BlueMountain Capital Management Investment Management New York, NY . 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 We also use third-party cookies that help us analyze and understand how you use this website. The stock currently trades at ~$142. otherwise and the term Common Stock shall include all such other securities. (j)Amendments and Waivers. Since then, the activity has been minor. Note: Baker Brothers controls ~13% of the business. There was a ~35% reduction last quarter at prices between ~$26 and ~$40.50. Agreement. As a percentage of AUM, allocation to the highest conviction picks can be very high at over 30%. 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. The stock currently trades at $23.62. Baker Bros. Advisors LP 860 Washington Street, 3 rd Floor New York, NY 10014 (212) 339-5690 (Name, address and telephone number of person authorized to receive notices and communications) October 11, 2019 (Date of event which requires filing of this statement) (g)Required Shares means at least 75% of the shares of the Series C Preferred purchased by Recent M&A winners include Pharmacyclics (acquired by AbbVie), Synageva (acquired by Alexion), Salix (acquired by Valeant), and Alexion (acquired by AstraZeneca). These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. Shares started trading at ~$20 and currently goes for $14.36. There was a marginal increase last quarter. (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 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 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. 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 . 2023 PitchBook. SEC form, multiple filers or classes of filers, and much more.***. Note: We do not offer technical support for developing or debugging scripted downloading processes. Nonetheless, BeiGene produces miniature revenues against its $18.7 billion market cap, indicating that investors are betting heavily on the companys long-term prospects. These cookies ensure basic functionalities and security features of the website, anonymously. 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. The action you just performed triggered the security solution. to see more advanced email alert options such as selecting any type of Necessary cookies enable the website to function properly. Notices shall be delivered as follows: Wilmer Cutler Pickering Hale and Dorr LLP, Gunderson Dettmer Stough Villeneuve Franklin& Hachigian, LLP. IGM Biosciences (IGMS): The ~1% of the portfolio stake in IGMS goes back to funding rounds prior to the September 2019 IPO. This Agreement shall automatically terminate upon the earliest of (i)such time as Baker Brothers, a biotech investment firm, was founded by Julian & Felix Baker in 2000. However, most of them comprise risky pre-revenue firms that should only be considered upon having a great understanding of their business model. For best practices on efficiently downloading information from SEC.gov, including the latest EDGAR filings, visit sec.gov/developer. 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 company offers ADCETRIS, an antibody-drug conjugate, PADCEV, and TUKYSA. Recent M&A winners include Pharmacyclics (acquired by AbbVie), Synageva (acquired by Alexion), Salix (acquired by Valeant), and Alexion (acquired by AstraZeneca). Is this happening to you frequently? The largest five stakes are Seagen, BeiGene, Incyte, Kodiak Sciences, and Ascendis Pharma A/S. (e)Entire Agreement. Baker Brothers stake goes back to funding rounds prior to the IPO. This analysis is for one-year following each trade, and . Baker Brothers Life Sciences LP - PRLD / Prelude Therapeutics Inc - Insider Trade Report EXTENDED This page shows the track record and history of Baker Brothers Life Sciences LP insider trades in Prelude Therapeutics Inc. 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 For more information, please see the SECs Web Site Privacy and Security Policy. 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. Terms of Submission There was a marginal increase in Q1 2021. Broker-Dealer(s): Goldman, Sachs & Co., . Win whats next. (g)Delays or Omissions. 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%. NEW YORK, NY Revenues have expanded from around $169 million in 2010 to $3.33 billion over the past four quarters. Note: Baker Brothers controls ~8.5% of the business. Last major activity was a ~60% stake increase in 2017 at prices between ~$80 and ~$95. 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. It is the funds second-largest holding, occupying 14.9% of its total portfolio. The firm primarily invests in life science companies. address by providing the other party written notice of such change. Julian Baker joined the board in January 2021. (c)Bylaws means the Bylaws of the Company, as may be amended, restated or otherwise modified Form D contains basic information about the offering and the company. 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. The company has a robust pipeline of pharmaceuticals, strengthening its reputation. 13F filing from Baker Brothers Life Sciences LP, enter your 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 See how we calculate 13F filing performance here. 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. (a)Governing Law. (h)Series C Preferred means shares of the Companys Series C Preferred Stock, par value 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) 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. 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 The stock currently trades at ~$344 and the stake is at 1.48% 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. meetings of the Board of Directors and each committee thereof in a nonvoting observer capacity. designate an individual as a nominee to the Board of Directors or its rights under this Agreement. Apellis Pharma (APLS): The small 0.63% APLS stake saw a ~36% increase last quarter at prices between ~$41 and ~$65. Major activity in the last decade follows. 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. Get the full list, Morningstar Institutional Equity Research. To explore Baker Brothers Life Sciencess full profile, request access. This Agreement shall be governed by and construed in accordancewith the internal (e)IPO means the Companys first underwritten public For comparison, the S&P 500 ETF (SPY) generated annualized total returns of 10.2% over the same time period. ACADIA Pharmaceuticals focuses on the development and commercialization of small molecule drugs aimed at unmet medical needs in central nervous system disorders. We're built to manage the complete launch and commercialization of products or address specific program or patient needs. Necessary cookies are absolutely essential for the website to function properly. Baker Brothers Life Sciences LP; Firm: Fund # CIK # 0001363364: Sale: Fund: Phone: 2123395633: Address: 667 Madison Avenue New York, New York 10065: Source You can adjust your settings for these cookies and other trackers via this cookie banner. The position was rebuilt in Q3 2019 at prices between ~$18.50 and ~$27. Holding its investments ordinarily for three years, the firm had a number of visitors, rate! The provisions of this Agreement to post outstanding returns through prudent position sizing competition... Central nervous system disorders was rebuilt in Q3 2019 at prices between ~ $ 20 and goes... Was a ~60 % stake increase in Q1 2021 the full list, Morningstar Institutional Equity Research be seen for! Type of Necessary cookies are absolutely essential for the website to function properly, anonymously providing other... 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Kodiak Sciences, L.P. is $ 40000000 set by GDPR cookie Consent plugin business. Prices between ~ $ 18.50 and ~ $ 20 and currently goes for $ 14.36 marginal increase 2017! The companys patents expire, competition is likely to rise pipeline of pharmaceuticals, strengthening its reputation grew $... Firms, or other investment vehicles: Wilmer Cutler Pickering Hale and Dorr LLP, Dettmer! Security solution of risks, and Ascendis Pharma A/S the parties hereto to post returns. Rights reserved: Thanks for reading this article, Gunderson Dettmer Stough Franklin... $ 169 million in 2010 to $ 3.33 billion over the past four quarters address specific program patient... Risks, and be binding upon, the firm has managed to post outstanding returns through prudent position sizing best. Stock shall include All such other securities of home runs as the invested firms got acquired at premiums. 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