SCHEDULE: Baker Bros. Maintain Significant Cerus Stake

Baker Bros. Advisors and its principals have filed an Amendment No. 11 to their Schedule 13G, reporting continued beneficial ownership of 6.7% to 6.8% of Cerus Corporation's common stock.

Summary

• Baker Bros. Advisors LP and Baker Bros. Advisors (GP) LLC each beneficially own 12,883,844 shares of Cerus Corporation common stock, representing 6.7% of the outstanding class.
• Julian C. Baker and Felix J. Baker each beneficially own 12,903,708 shares of Cerus Corporation common stock, representing 6.8% of the outstanding class.
• The beneficial ownership includes shares held by Baker Brothers Life Sciences, L.P. (6.1%) and 667, L.P. (0.6%).
• Julian C. Baker and Felix J. Baker also directly hold 19,864 shares each from previous in-kind distributions.
• The percentages are based on 191,160,480 shares of common stock outstanding as of April 17, 2025, as reported in Cerus Corporation's Form 10-Q filed on May 1, 2025.
• The filing is an Amendment No. 11, indicating an update to a previously reported beneficial ownership position.

Sentiment

Score: 5

Explanation: A Schedule 13G filing is a factual disclosure of beneficial ownership and does not inherently convey positive or negative sentiment regarding the company's performance or outlook.

Future Outlook

NA

Industry Context

This filing reflects a significant, ongoing institutional investment in Cerus Corporation, a company operating in the biotechnology sector. Large institutional holdings like this can signal long-term confidence in a company's prospects within its industry.

Stakeholder Impact

• Shareholders: The continued significant ownership by Baker Bros. Advisors, a prominent institutional investor, may be viewed positively by other shareholders as a sign of long-term commitment and confidence in Cerus Corporation.

Key Dates

Keywords

Cerus Corporation, Baker Bros. Advisors, Beneficial Ownership, Schedule 13G, Common Stock, Institutional Investor, Biotechnology, Healthcare