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Baker Bros. Advisors

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Today:
Week:
1-month:
All-time:
+1.4%
+6.5%
+17.5%
+104.4%
vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
+1.8%
+8.9%
+22.0%
+110.0%
 

Data since: Jul-1-2007
Current Portfolio: Q4 2011


     
Hal Mintz +2.8%
Third Security +0.3%
BAM Capital +0.8%
     
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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  Div Yield  % off
52wk lw
% from
52wk hg
Q4 2011 View as: Alerts Holdings Detail
 ARIA $17.52 +0.25 +1.45% 3,718,008 112% $2.8B - 132% 1% +43.0% $66.2M | 5.4M shares - increase of 4.1M shares
 AUXL $18.48 +0.05 +0.27% 281,046 64% $892.8M - 36% -18% -7.3% $128.8M | 6.5M shares - No Change
 BCRX $3.63 0.00 0.00% 146,692 51% $179.4M - 59% -39% +47.0% $13.7M | 5.6M shares - No Change
 BMRN $38.46 -0.32 -0.83% 1,223,828 112% $4.4B - 62% -1% +11.9% $16.8M | 487.7K shares - increase of 150.3K shares
 GEVA $38.43 -0.43 -1.11% 127,541 166% $816.1M - 283% -5% +44.3% $164.7M | 6.2M shares - increase of 5.5M shares
 GHDX $34.34 -0.13 -0.38% 217,215 132% $1.0B - 81% -1% +35.3% $223.0M | 8.8M shares - increase of 918.0K shares
 GILD $51.58 -0.29 -0.56% 6,719,997 81% $39.1B - 50% -9% +26.0% $118.2M | 2.9M shares - New Holding
 HALO $7.45 +0.05 +0.68% 982,208 76% $837.4M - 34% -45% -21.7% $17.0M | 1.8M shares - decrease of 1.1M shares
 INCY $23.70 +0.95 +4.18% 2,094,895 128% $3.0B - 102% -2% +57.9% $233.4M | 15.5M shares - increase of 4.5M shares
 MDVN $88.70 +2.58 +3.00% 753,010 113% $3.2B - 519% 0% +92.4% $22.3M | 483.3K shares - No Change
 PCYC $29.31 +1.97 +7.21% 1,161,393 231% $2.0B - 358% -0% +97.8% $118.8M | 8.0M shares - increase of 982.5K shares
 RDEA $31.75 +0.01 +0.03% 402,685 23% $1.1B - 141% -0% +88.9% $101.1M | 6.0M shares - No Change
 SGEN $20.38 +0.31 +1.54% 1,425,122 127% $2.3B - 66% -9% +21.9% $344.3M | 20.6M shares - No Change
 SPPI $12.14 0.00 0.00% 1,942,135 70% $721.8M - 75% -24% -17.0% $13.3M | 909.9K shares - New Holding
 VPHM $20.04 -0.16 -0.79% 931,986 45% $1.3B - 37% -40% -26.8% $330.0M | 12.0M shares - increase of 1.1M shares
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Discuss Baker Bros. Advisors's portfolio
 
Latest Portfolio Notes & Links
 
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Gilead's HIV Quad Pill Wins Backing From FDA Advisers
BMY  GILD  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 11, 02:57PM from (www.bloomberg.com)
Gilead Sciences Inc. (GILD)’s experimental HIV pill Quad, the new medicine from the world’s largest maker of AIDS drugs,  more ...
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Gilead's Pill Wins U.S. Panel Backing to Prevent HIV
GILD  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 10, 07:07PM from (www.bloomberg.com)
Gilead Sciences Inc. (GILD) won the backing of regulatory advisers for the first approval of a drug to prevent HIV infections in gay and bi-sexual men.
 more ...

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Taking An Early Look at 2012 ASCO Biotech/Cancer Stocks
LLY  BVTI  CLDX  IMGN  ARIA  NKTR  EXEL  PCYC  GNBT  SGEN  ARRY  DNDN  GHDX  ABPI  CYTR  GALE  NLNK  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 10, 12:02PM from (247wallst.com)
It is now getting close to the middle of May, and that means one thing for biotech investors. The king of biotech and pharma  more ...
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Auxilium Pharmaceuticals, Inc. Announces First Quarter 2012 Financial Results
AUXL  
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - May 10, 07:00AM

MALVERN, Pa., May 10, 2012 /PRNewswire/ -- Auxilium Pharmaceuticals,  more ...
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GlaxoSmithKline to Get Hostile with Offer for Human Genome
HGSI  AZN  RDEA  ILMN  GSK  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 09, 09:15AM from (www.benzinga.com)
It was revealed on Wednesday that GlaxoSmithKline (NYSE: GSK) is looking to make a hostile takeover move for Human Genome  more ...
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Medivation Reports First Quarter Financial Results and Provides Corporate Update
MDVN  
Linked by marketwire ( track newsfeed | ignore newsfeed ) - May 08, 04:10PM from (www2.marketwire.com)
Medivation, Inc. (NASDAQ: MDVN) today provided a corporate update and reported its financial results for the first quarter  more ...
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BioMarin to Present at the Baird Growth Stock Conference
BMRN  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - May 08, 09:00AM from (www.globenewswire.com)
NOVATO, Calif., May 8, 2012 (GLOBE NEWSWIRE) -- BioMarin Pharmaceutical Inc. (Nasdaq:BMRN) today announced that Hank Fuchs,  more ...
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BioMarin to Present at the Deutsche Bank Healthcare Conference
BMRN  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - May 08, 09:00AM from (www.globenewswire.com)
NOVATO, Calif., May 8, 2012 (GLOBE NEWSWIRE) -- BioMarin Pharmaceutical Inc. (Nasdaq:BMRN) today announced that Hank Fuchs,  more ...
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Halozyme Reports First Quarter 2012 Financial Results
HALO  
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - May 07, 04:05PM

SAN DIEGO, May 7, 2012 /PRNewswire/ -- Halozyme Therapeutics,  more ...
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Genomic Health Announces First Quarter 2012 Financial Results and Business Progress
GHDX  
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - May 02, 04:01PM

REDWOOD CITY, Calif., May 2, 2012 /PRNewswire/ -- Genomic  more ...
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ViroPharma Incorporated Reports First Quarter 2012 Financial Results
VPHM  
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - May 01, 06:29AM

EXTON, Pa., May 1, 2012 /PRNewswire/ -- ViroPharma  more ...
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SAC Capital Buys More Ariad Pharmaceuticals
ARIA  
Linked by market folly ( track newsfeed | ignore newsfeed ) - April 30, 10:27AM from (www.marketfolly.com)
Steve Cohen's hedge fund SAC Capital filed a 13G with the SEC regarding its ownership stake in Ariad Pharmaceuticals (ARIA).   more ...
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Actelion Lung Drug Meets Main Goal in Pivotal Patient Study
AMGN  GILD  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - April 30, 01:32AM from (www.bloomberg.com)
Actelion Ltd. (ATLN)’s experimental lung drug macitentan met the main goal of a late-stage clinical trial, providing the  more ...
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ViroPharma Loses Bid for Order Blocking Generic Vancocin
AKRX  WPI  VPHM  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - April 24, 01:07PM from (www.bloomberg.com)
ViroPharma Inc. (VPHM) lost a bid for a court order temporarily blocking U.S. Food and Drug Administration marketing approval  more ...
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PREMIUM PARTNER CONTENT
Featured Biotech Investment Idea Ardea Surges on Buyout
AZN  RDEA  
Posted by bullmarket ( track member | ignore member ) - April 23, 04:21PM
In mid-March, we featured a developmental biotech stock we liked called Ardea Biosciences that was developing a drug  more ...
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What’s A Better Buyout: Ardea or Amylin?
BMY  MRK  AMLN  AZN  RDEA  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - April 23, 02:54PM from (247wallst.com)
Ardea Biosciences, Inc. (NASDAQ: RDEA) is soaring today on news that AstraZeneca PLC (NYSE: AZN) is paying about $1.26 billion  more ...
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Nestle Leads Busiest Day for Europe Deals Since Glencore-Xstrata
PFE  HGSI  RDEA  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - April 23, 10:02AM from (www.bloomberg.com)
Nestle Leads Busiest Day for Europe Deals


A customer takes a carton of SMA baby milk, produced by Pfizer  more ...

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AstraZeneca to Acquire Ardea Biosciences for $1.26 Billion Including Lead Product Lesinurad in Phase III Development for Gout
RDEA  
Linked by marketwire ( track newsfeed | ignore newsfeed ) - April 23, 02:00AM from (www.marketwire.com)

SAN DIEGO,CA--(Marketwire - Apr 23, 2012) - AstraZeneca and Ardea Biosciences, Inc. (NASDAQ: RDEA) today announced  more ...

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Gilead Says 11% of Prior Non-Responders Cured in Hepatitis Trial
GILD  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - April 21, 12:16PM from (www.bloomberg.com)
Gilead Sciences Inc. (GILD)’s experimental hepatitis C drug cleared the virus in 11 percent of patients who hadn’t responded to prior treatment, the company said today.
 more ...

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