BVF Inc
- SEC CIK
- 0001056807
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 70
- +3 vs. Q1 2021
- Portfolio value
- $2.67B
- +$920.0K (0.0%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GHRSGH Research PLC | ORDINARY SHARES | 9,275,156 | $201.5M | 7.6% | +9,275,156 | New | History |
| ARGXArgenx SE | SPONSORED ADR | 651,204 | $196.1M | 7.3% | +341,605+110.3% | Added | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 6,661,503 | $186.4M | 7.0% | 00.0% | Unchanged | History |
| PTGXProtagonist Therapeutics, Inc | COM | 3,754,095 | $168.5M | 6.3% | −205,356−5.2% | Reduced | History |
| MRUSMerus N.V. | COM | 7,285,071 | $153.5M | 5.8% | 00.0% | Unchanged | History |
| KYMRKymera Therapeutics, Inc. | COM | 2,630,658 | $127.6M | 4.8% | 00.0% | Unchanged | History |
| XOMAXOMA Royalty Corp | COM NEW | 3,530,543 | $120.0M | 4.5% | 00.0% | Unchanged | History |
| RPTXRepare Therapeutics Inc. | COM | 3,722,398 | $116.1M | 4.3% | 00.0% | Unchanged | History |
| RLAYRelay Therapeutics, Inc. | COM | 2,938,202 | $107.5M | 4.0% | +65,055+2.3% | Added | History |
| RVMDRevolution Medicines, Inc. | COM | 2,485,049 | $78.9M | 3.0% | −458,000−15.6% | Reduced | History |
| RCUSArcus Biosciences, Inc. | COM | 2,797,822 | $76.8M | 2.9% | +921,700+49.1% | Added | History |
| EPIXESSA Pharma Inc. | COM NEW | 2,451,561 | $70.0M | 2.6% | −456,765−15.7% | Reduced | History |
| ACIUAC Immune SA | SHS | 8,545,179 | $67.8M | 2.5% | +1,040,600+13.9% | Added | History |
| FDMT4D Molecular Therapeutics, Inc. | COM | 2,005,862 | $48.3M | 1.8% | +974,792+94.5% | Added | History |
| VSTMVerastem, Inc. | COM | 11,286,258 | $45.9M | 1.7% | −194,736−1.7% | Reduced | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 2,486,429 | $42.7M | 1.6% | +2,322,905+1,420.5% | Added | History |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 8,394,000 | $38.5M | 1.4% | 00.0% | Unchanged | History |
| REPLReplimune Group, Inc. | COM | 918,928 | $35.3M | 1.3% | +457,500+99.1% | Added | History |
| VIRXViracta Therapeutics, Inc. | COM | 3,094,174 | $35.1M | 1.3% | 00.0% | Unchanged | History |
| KURAKura Oncology, Inc. | COM | 1,635,112 | $34.1M | 1.3% | 00.0% | Unchanged | History |
| Rain Oncology Inc.75082Q105 | COM | 1,945,949 | $30.2M | 1.1% | +1,945,949 | New | – |
| SPROSpero Therapeutics, Inc. | COM | 2,137,978 | $29.8M | 1.1% | 00.0% | Unchanged | History |
| JANXJanux Therapeutics, Inc. | COM | 1,176,681 | $29.4M | 1.1% | +1,176,681 | New | History |
| XENEXenon Pharmaceuticals Inc. | COM | 1,571,778 | $29.3M | 1.1% | −1,910,000−54.9% | Reduced | History |
| Therapeutics Acquisition Cor88339T103 | COM CL A | 2,772,226 | $28.5M | 1.1% | +2,000,000+259.0% | Added | – |
| OVIDOvid Therapeutics Inc. | COM | 6,631,051 | $25.9M | 1.0% | +213,500+3.3% | Added | History |
| INFIInfinity Pharmaceuticals, Inc. | COM | 8,383,645 | $25.1M | 0.9% | 00.0% | Unchanged | History |
| IMAImageneBio, Inc. | COM | 1,767,399 | $24.8M | 0.9% | +167,741+10.5% | Added | History |
| MTEMMolecular Templates, Inc. | COM | 2,856,599 | $22.3M | 0.8% | −7,700−0.3% | Reduced | History |
| CTICCti Biopharma Corp | COM | 8,929,690 | $22.3M | 0.8% | +2,000,000+28.9% | Added | History |
| CBIOCrescent Biopharma, Inc. | COM | 9,544,262 | $22.1M | 0.8% | 00.0% | Unchanged | History |
| Calliditas Therapeutics AB13124Q106 | SPONSERED ADS | 750,000 | $22.1M | 0.8% | 00.0% | Unchanged | – |
| ELEVElevation Acquisition Group Inc. | COM | 1,590,291 | $21.6M | 0.8% | +1,590,291 | New | History |
| ANABAnaptysbio, Inc | COM | 808,710 | $21.0M | 0.8% | −380,790−32.0% | Reduced | History |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 918,975 | $20.9M | 0.8% | +918,975 | New | History |
| Pieris Pharmaceuticals Inc720795103 | COM | 5,328,239 | $20.4M | 0.8% | −166,343−3.0% | Reduced | – |
| FBRXForte Biosciences, Inc. | COM | 591,811 | $19.9M | 0.7% | −126,977−17.7% | Reduced | History |
| CGEMCullinan Therapeutics, Inc. | COM | 735,106 | $18.9M | 0.7% | −314,250−29.9% | Reduced | History |
| NGMNGM Biopharmaceuticals Inc | COM | 955,000 | $18.8M | 0.7% | +955,000 | New | History |
| ACRSAclaris Therapeutics, Inc. | COM | 1,000,000 | $17.6M | 0.7% | +1,000,000 | New | History |
| CFRXCONTRAFECT Corp | COM NEW | 3,972,300 | $17.5M | 0.7% | +160,000+4.2% | Added | History |
| SLNSilence Therapeutics plc | ADS | 666,666 | $17.0M | 0.6% | 00.0% | Unchanged | History |
| GRTSGritstone bio, Inc. | COM | 1,826,494 | $16.7M | 0.6% | −34,745−1.9% | Reduced | History |
| STROSutro Biopharma, Inc. | COM | 826,825 | $15.4M | 0.6% | 00.0% | Unchanged | History |
| CALACalithera Biosciences, Inc. | COM | 7,299,331 | $15.3M | 0.6% | +1,732,641+31.1% | Added | History |
| ELTXElicio Therapeutics, Inc. | COM | 1,036,500 | $13.5M | 0.5% | +161,500+18.5% | Added | History |
| IMVTImmunovant, Inc. | COM | 1,273,516 | $13.5M | 0.5% | +129,500+11.3% | Added | History |
| COGTCogent Biosciences, Inc. | COM | 1,532,282 | $12.4M | 0.5% | 00.0% | Unchanged | History |
| LITSLite Strategy, Inc. | COM NEW | 3,532,057 | $10.1M | 0.4% | −56,098−1.6% | Reduced | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 3,678,626 | $9.82M | 0.4% | +449,200+13.9% | Added | History |
| GNCAGenocea Biosciences, Inc. | COM NEW | 4,012,404 | $9.39M | 0.4% | 00.0% | Unchanged | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 1,113,435 | $8.81M | 0.3% | 00.0% | Unchanged | History |
| CDTXCidara Therapeutics, Inc. | COM | 4,346,904 | $8.78M | 0.3% | +607,200+16.2% | Added | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 1,715,981 | $7.52M | 0.3% | 00.0% | Unchanged | History |
| RNACCartesian Therapeutics, Inc. | COM | 1,693,456 | $7.08M | 0.3% | −686,530−28.8% | Reduced | History |
| RNTXRein Therapeutics, Inc. | COM | 5,265,555 | $6.58M | 0.2% | 00.0% | Unchanged | History |
| VRDNViridian Therapeutics, Inc. | COM | 350,081 | $6.40M | 0.2% | −113,423−24.5% | Reduced | History |
| Erytech Pharma29604W108 | SPONSORED ADR | 1,314,656 | $6.38M | 0.2% | +689,656+110.3% | Added | – |
| XFORX4 Pharmaceuticals, Inc | COM | 847,879 | $5.51M | 0.2% | −243,700−22.3% | Reduced | History |
| EOCNGalmed Pharmaceuticals Ltd. | SHS | 1,799,694 | $5.47M | 0.2% | 00.0% | Unchanged | History |
| Eucrates Biomedical Acqu CorG3141W114 | UNIT 10/23/2027 | 500,000 | $5.09M | 0.2% | 00.0% | Unchanged | – |
| Frazier Lifesciences Acqu CoG3710A121 | UNIT 12/09/2025 | 500,000 | $5.04M | 0.2% | 00.0% | Unchanged | – |
| RACBResearch Alliance Corp. II | COM CL A | 500,000 | $5.00M | 0.2% | 00.0% | Unchanged | History |
| 5 01 Acquisition Corp33836P105 | COM CL A | 500,000 | $4.99M | 0.2% | 00.0% | Unchanged | – |
| Forward Pharma A/S34986J204 | SPONSORD ADS NEW | 528,514 | $4.54M | 0.2% | −118,785−18.4% | Reduced | – |
| JYACJiya Acquisition Corp. | COM CL A | 300,000 | $2.98M | 0.1% | 00.0% | Unchanged | History |
| RZLTRezolute, Inc. | COM NEW | 190,815 | $2.72M | 0.1% | 00.0% | Unchanged | History |
| IVAInventiva S.A. | ADS | 107,000 | $1.46M | 0.1% | 00.0% | Unchanged | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 58,900 | $1.31M | <0.1% | +58,900 | New | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 24,280 | $458.0K | <0.1% | +24,280 | New | History |
Sold out since Q1 2021 (6)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| Five Prime Therapeutics Inc33830X104 | COM | 6,338,678 | $238.8M | 9.0% | – |
| IONSIonis Pharmaceuticals Inc | COM | 1,364,461 | $61.3M | 2.3% | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 2,607,969 | $61.3M | 2.3% | History |
| CTMXCytomX Therapeutics, Inc. | COM | 5,576,471 | $43.1M | 1.6% | History |
| BCTG Acquisition Corp05492W103 | COM | 800,000 | $8.90M | 0.3% | – |
| SNCEScience 37 Holdings, Inc. | COM | 100,000 | $1.01M | <0.1% | History |