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Livermore
Livermore
ZHEN

BVF Inc

SEC CIK
0001056807
Latest filing
Aug 14, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
75
+5 vs. Q2 2021
Portfolio value
$2.56B
−$105.1M (−3.9%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of BVF Inc in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
GHRSGH Research PLCORDINARY SHARES9,275,158$204.6M8.0%+20.0%AddedHistory
KYMRKymera Therapeutics, Inc.COM3,180,658$186.8M7.3%+550,000+20.9%AddedHistory
OLMAOlema Pharmaceuticals, Inc.COM6,661,503$183.6M7.2%00.0%UnchangedHistory
RCUSArcus Biosciences, Inc.COM3,229,822$112.6M4.4%+432,000+15.4%AddedHistory
Merus N VN5749R900CALL5,060,071$111.3M4.3%+5,060,071New–
ARGXArgenx SESPONSORED ADR366,204$110.6M4.3%−285,000−43.8%ReducedHistory
RPTXRepare Therapeutics Inc.COM3,722,398$97.7M3.8%00.0%UnchangedHistory
XOMAXOMA Royalty CorpCOM NEW3,530,543$87.4M3.4%00.0%UnchangedHistory
PTGXProtagonist Therapeutics, IncCOM3,901,759$69.1M2.7%+147,664+3.9%AddedHistory
LXRXLexicon Pharmaceuticals, Inc.COM NEW14,360,000$69.1M2.7%+5,966,000+71.1%AddedHistory
RVMDRevolution Medicines, Inc.COM2,485,049$68.4M2.7%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM2,049,113$64.6M2.5%−889,089−30.3%ReducedHistory
LKFTLakefront Biotherapeutics NVSPON ADR1,119,733$58.9M2.3%+1,119,733NewHistory
AMRNAmarin Corp PLCSPONS ADR NEW11,407,182$58.2M2.3%+9,691,201+564.8%AddedHistory
FDMT4D Molecular Therapeutics, Inc.COM2,005,862$54.1M2.1%00.0%UnchangedHistory
SNDXSyndax Pharmaceuticals IncCOM2,486,429$47.5M1.9%00.0%UnchangedHistory
ACIUAC Immune SASHS6,935,179$46.5M1.8%−1,610,000−18.8%ReducedHistory
VSTMVerastem, Inc.COM14,977,258$46.1M1.8%+3,691,000+32.7%AddedHistory
Rain Oncology Inc.75082Q105COM2,957,807$44.2M1.7%+1,011,858+52.0%Added–
WHWKWhitehawk Therapeutics, Inc.COM1,147,052$33.7M1.3%+1,147,052NewHistory
SPROSpero Therapeutics, Inc.COM1,809,352$33.3M1.3%−328,626−15.4%ReducedHistory
KURAKura Oncology, Inc.COM1,635,112$30.6M1.2%00.0%UnchangedHistory
TYRATyra Biosciences, Inc.COM1,694,933$29.8M1.2%+1,694,933NewHistory
INFIInfinity Pharmaceuticals, Inc.COM8,383,645$28.7M1.1%00.0%UnchangedHistory
Pieris Pharmaceuticals Inc720795103COM5,328,239$27.5M1.1%00.0%Unchanged–
REPLReplimune Group, Inc.COM926,529$27.5M1.1%+7,601+0.8%AddedHistory
CTICCti Biopharma CorpCOM8,929,690$26.3M1.0%00.0%UnchangedHistory
VIRXViracta Therapeutics, Inc.COM3,094,174$24.8M1.0%00.0%UnchangedHistory
ACRSAclaris Therapeutics, Inc.COM1,373,044$24.7M1.0%+373,044+37.3%AddedHistory
XENEXenon Pharmaceuticals Inc.COM1,571,778$24.0M0.9%00.0%UnchangedHistory
IMAImageneBio, Inc.COM1,832,071$23.1M0.9%+64,672+3.7%AddedHistory
EPIXESSA Pharma Inc.COM NEW2,851,461$22.8M0.9%+399,900+16.3%AddedHistory
OVIDOvid Therapeutics Inc.COM6,631,051$22.3M0.9%00.0%UnchangedHistory
JANXJanux Therapeutics, Inc.COM1,017,314$22.0M0.9%−159,367−13.5%ReducedHistory
PNTPOINT Biopharma Global Inc.COM2,772,226$21.3M0.8%+2,772,226NewHistory
CBIOCrescent Biopharma, Inc.COM9,544,262$20.9M0.8%00.0%UnchangedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM953,879$20.1M0.8%+929,599+3,828.7%AddedHistory
NGMNGM Biopharmaceuticals IncCOM955,000$20.1M0.8%00.0%UnchangedHistory
DAWNDay One Biopharmaceuticals, Inc.Stock810,284$19.2M0.8%−108,691−11.8%ReducedHistory
MTEMMolecular Templates, Inc.COM2,856,599$19.2M0.7%00.0%UnchangedHistory
ALPNAlpine Immune Sciences, Inc.COM1,589,495$17.0M0.7%+1,589,495NewHistory
CGEMCullinan Therapeutics, Inc.COM735,106$16.6M0.6%00.0%UnchangedHistory
GRTSGritstone bio, Inc.COM1,528,072$16.5M0.6%−298,422−16.3%ReducedHistory
CALACalithera Biosciences, Inc.COM7,452,331$16.2M0.6%+153,000+2.1%AddedHistory
Calliditas Therapeutics AB13124Q106SPONSERED ADS750,000$16.2M0.6%00.0%Unchanged–
CFRXCONTRAFECT CorpCOM NEW3,972,300$16.1M0.6%00.0%UnchangedHistory
STROSutro Biopharma, Inc.COM826,825$15.6M0.6%00.0%UnchangedHistory
SLNSilence Therapeutics plcADS666,666$14.4M0.6%00.0%UnchangedHistory
VRDNViridian Therapeutics, Inc.COM804,126$13.2M0.5%+454,045+129.7%AddedHistory
COGTCogent Biosciences, Inc.COM1,532,282$12.9M0.5%00.0%UnchangedHistory
ELEVElevation Acquisition Group Inc.COM1,590,298$12.4M0.5%+70.0%AddedHistory
CDTXCidara Therapeutics, Inc.COM4,776,904$10.7M0.4%+430,000+9.9%AddedHistory
ELTXElicio Therapeutics, Inc.COM1,071,297$10.5M0.4%+34,797+3.4%AddedHistory
NUVLNuvalent, Inc.COM448,512$10.1M0.4%+448,512NewHistory
LITSLite Strategy, Inc.COM NEW3,532,057$9.75M0.4%00.0%UnchangedHistory
ANABAnaptysbio, IncCOM334,398$9.07M0.4%−474,312−58.7%ReducedHistory
MIRMMirum Pharmaceuticals, Inc.COM435,936$8.68M0.3%+435,936NewHistory
ELDNEledon Pharmaceuticals, Inc.COM1,363,435$8.43M0.3%+250,000+22.5%AddedHistory
MOLNMolecular Partners AGADS419,008$8.27M0.3%+419,008NewHistory
IVAInventiva S.A.ADS544,500$7.71M0.3%+437,500+408.9%AddedHistory
GNCAGenocea Biosciences, Inc.COM NEW4,012,404$7.70M0.3%00.0%UnchangedHistory
Erytech Pharma29604W108SPONSORED ADR1,314,656$7.59M0.3%00.0%Unchanged–
CRVSCorvus Pharmaceuticals, Inc.COM1,370,947$6.63M0.3%−2,307,679−62.7%ReducedHistory
RNTXRein Therapeutics, Inc.COM5,265,555$5.37M0.2%00.0%UnchangedHistory
EOCNGalmed Pharmaceuticals Ltd.SHS1,799,694$5.02M0.2%00.0%UnchangedHistory
Eucrates Biomedical Acqu CorG3141W114UNIT 10/23/2027500,000$4.96M0.2%00.0%Unchanged–
Frazier Lifesciences Acqu CoG3710A121UNIT 12/09/2025500,000$4.93M0.2%00.0%Unchanged–
5 01 Acquisition Corp33836P105COM CL A500,000$4.90M0.2%00.0%Unchanged–
RACBResearch Alliance Corp. IICOM CL A500,000$4.83M0.2%00.0%UnchangedHistory
XFORX4 Pharmaceuticals, IncCOM847,879$4.49M0.2%00.0%UnchangedHistory
ABOSAcumen Pharmaceuticals, Inc.COM289,663$4.30M0.2%+289,663NewHistory
Forward Pharma A/S34986J204SPONSORD ADS NEW432,892$2.99M0.1%−95,622−18.1%Reduced–
JYACJiya Acquisition Corp.COM CL A300,000$2.93M0.1%00.0%UnchangedHistory
RZLTRezolute, Inc.COM NEW190,815$1.42M0.1%00.0%UnchangedHistory
RNACCartesian Therapeutics, Inc.COM319,678$1.33M0.1%−1,373,778−81.1%ReducedHistory

Sold out since Q2 2021 (5)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of BVF Inc sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
MRUSMerus N.V.COM7,285,071$153.5M5.8%History
Therapeutics Acquisition Cor88339T103COM CL A2,772,226$28.5M1.1%–
FBRXForte Biosciences, Inc.COM591,811$19.9M0.7%History
IMVTImmunovant, Inc.COM1,273,516$13.5M0.5%History
CNTACentessa Pharmaceuticals plcSPONSORED ADS58,900$1.31M<0.1%History