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BVF Inc

SEC CIK
0001056807
Latest filing
Aug 14, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
83
+8 vs. Q3 2021
Portfolio value
$2.76B
+$192.0M (+7.5%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of BVF Inc in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
GHRSGH Research PLCORDINARY SHARES9,275,158$216.4M7.9%00.0%UnchangedHistory
KYMRKymera Therapeutics, Inc.COM3,180,658$201.9M7.3%00.0%UnchangedHistory
RCUSArcus Biosciences, Inc.COM3,398,067$137.5M5.0%+168,245+5.2%AddedHistory
MRUSMerus N.V.COM4,135,071$131.5M4.8%+4,135,071NewHistory
PTGXProtagonist Therapeutics, IncCOM3,651,759$124.9M4.5%−250,000−6.4%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM3,289,540$102.8M3.7%+1,717,762+109.3%AddedHistory
RPTXRepare Therapeutics Inc.COM4,858,761$102.5M3.7%+1,136,363+30.5%AddedHistory
RLAYRelay Therapeutics, Inc.COM3,130,605$96.1M3.5%+1,081,492+52.8%AddedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM3,003,879$85.3M3.1%+2,050,000+214.9%AddedHistory
CGEMCullinan Therapeutics, Inc.COM5,369,459$82.9M3.0%+4,634,353+630.4%AddedHistory
ARGXArgenx SESPONSORED ADR216,204$75.7M2.7%−150,000−41.0%ReducedHistory
XOMAXOMA Royalty CorpCOM NEW3,530,543$73.6M2.7%00.0%UnchangedHistory
OLMAOlema Pharmaceuticals, Inc.COM7,411,503$69.4M2.5%+750,000+11.3%AddedHistory
LKFTLakefront Biotherapeutics NVSPON ADR1,156,393$63.8M2.3%+36,660+3.3%AddedHistory
LXRXLexicon Pharmaceuticals, Inc.COM NEW14,360,000$56.6M2.1%00.0%UnchangedHistory
AMRNAmarin Corp PLCSPONS ADR NEW16,459,965$55.5M2.0%+5,052,783+44.3%AddedHistory
EQRXEQRx, Inc.COM7,859,670$53.6M1.9%+7,859,670NewHistory
SNDXSyndax Pharmaceuticals IncCOM2,099,714$46.0M1.7%−386,715−15.6%ReducedHistory
RVMDRevolution Medicines, Inc.COM1,810,549$45.6M1.7%−674,500−27.1%ReducedHistory
FDMT4D Molecular Therapeutics, Inc.COM2,005,862$44.0M1.6%00.0%UnchangedHistory
EPIXESSA Pharma Inc.COM NEW2,851,461$40.5M1.5%00.0%UnchangedHistory
Rain Oncology Inc.75082Q105COM2,957,807$38.1M1.4%00.0%Unchanged–
VRDNViridian Therapeutics, Inc.COM1,879,412$37.2M1.3%+1,075,286+133.7%AddedHistory
RLMDRelmada Therapeutics, Inc.COM1,647,400$37.1M1.3%+1,647,400NewHistory
VSTMVerastem, Inc.COM17,062,158$35.0M1.3%+2,084,900+13.9%AddedHistory
ACIUAC Immune SASHS7,062,379$35.0M1.3%+127,200+1.8%AddedHistory
KDNYChinook Therapeutics, Inc.COM1,800,000$29.4M1.1%+1,800,000NewHistory
KURAKura Oncology, Inc.COM2,064,212$28.9M1.0%+429,100+26.2%AddedHistory
TYRATyra Biosciences, Inc.COM1,873,332$26.4M1.0%+178,399+10.5%AddedHistory
SPROSpero Therapeutics, Inc.COM1,585,615$25.4M0.9%−223,737−12.4%ReducedHistory
CTMXCytomX Therapeutics, Inc.COM5,803,700$25.1M0.9%+5,803,700NewHistory
REPLReplimune Group, Inc.COM926,529$25.1M0.9%00.0%UnchangedHistory
ACRSAclaris Therapeutics, Inc.COM1,695,904$24.7M0.9%+322,860+23.5%AddedHistory
IMAImageneBio, Inc.COM1,798,371$22.6M0.8%−33,700−1.8%ReducedHistory
CTICCti Biopharma CorpCOM8,929,690$22.1M0.8%00.0%UnchangedHistory
ALPNAlpine Immune Sciences, Inc.COM1,589,495$22.0M0.8%00.0%UnchangedHistory
WHWKWhitehawk Therapeutics, Inc.COM899,392$21.7M0.8%−247,660−21.6%ReducedHistory
OVIDOvid Therapeutics Inc.COM6,631,051$21.3M0.8%00.0%UnchangedHistory
Pieris Pharmaceuticals Inc720795103COM5,328,239$20.1M0.7%00.0%Unchanged–
JANXJanux Therapeutics, Inc.COM1,017,314$20.1M0.7%00.0%UnchangedHistory
PYXSPyxis Oncology, Inc.COMMON STOCK1,791,351$19.7M0.7%+1,791,351NewHistory
Calliditas Therapeutics AB13124Q106SPONSERED ADS750,000$18.6M0.7%00.0%Unchanged–
NGMNGM Biopharmaceuticals IncCOM955,000$16.9M0.6%00.0%UnchangedHistory
PNTPOINT Biopharma Global Inc.COM2,920,526$16.4M0.6%+148,300+5.3%AddedHistory
SLNSilence Therapeutics plcADS666,666$15.6M0.6%00.0%UnchangedHistory
INFIInfinity Pharmaceuticals, Inc.COM6,353,645$14.3M0.5%−2,030,000−24.2%ReducedHistory
STROSutro Biopharma, Inc.COM925,148$13.8M0.5%+98,323+11.9%AddedHistory
CBIOCrescent Biopharma, Inc.COM9,544,262$13.7M0.5%00.0%UnchangedHistory
DAWNDay One Biopharmaceuticals, Inc.Stock809,282$13.6M0.5%−1,002−0.1%ReducedHistory
COGTCogent Biosciences, Inc.COM1,532,282$13.1M0.5%00.0%UnchangedHistory
VIRXViracta Therapeutics, Inc.COM3,438,944$12.6M0.5%+344,770+11.1%AddedHistory
MTEMMolecular Templates, Inc.COM3,129,599$12.3M0.4%+273,000+9.6%AddedHistory
CFRXCONTRAFECT CorpCOM NEW3,972,300$10.4M0.4%00.0%UnchangedHistory
ELEVElevation Acquisition Group Inc.COM1,611,698$9.70M0.4%+21,400+1.3%AddedHistory
LITSLite Strategy, Inc.COM NEW3,532,057$9.43M0.3%00.0%UnchangedHistory
CDTXCidara Therapeutics, Inc.COM6,861,127$8.71M0.3%+2,084,223+43.6%AddedHistory
MOLNMolecular Partners AGADS443,221$8.55M0.3%+24,213+5.8%AddedHistory
NUVLNuvalent, Inc.COM448,512$8.54M0.3%00.0%UnchangedHistory
IVAInventiva S.A.ADS544,500$7.44M0.3%00.0%UnchangedHistory
CNCEConcert Pharmaceuticals, Inc.COM2,253,000$7.10M0.3%+2,253,000NewHistory
MIRMMirum Pharmaceuticals, Inc.COM435,936$6.95M0.3%00.0%UnchangedHistory
ELDNEledon Pharmaceuticals, Inc.COM1,378,020$6.08M0.2%+14,585+1.1%AddedHistory
RNACCartesian Therapeutics, Inc.COM1,723,133$5.62M0.2%+1,403,455+439.0%AddedHistory
CNTACentessa Pharmaceuticals plcSPONSORED ADS454,545$5.12M0.2%+454,545NewHistory
Eucrates Biomedical Acqu CorG3141W114UNIT 10/23/2027500,000$4.99M0.2%00.0%Unchanged–
CALACalithera Biosciences, Inc.COM7,452,331$4.96M0.2%00.0%UnchangedHistory
Frazier Lifesciences Acqu CoG3710A121UNIT 12/09/2025500,000$4.95M0.2%00.0%Unchanged–
5 01 Acquisition Corp33836P105COM CL A500,000$4.92M0.2%00.0%Unchanged–
RACBResearch Alliance Corp. IICOM CL A500,000$4.86M0.2%00.0%UnchangedHistory
GNCAGenocea Biosciences, Inc.COM NEW4,012,404$4.65M0.2%00.0%UnchangedHistory
CRVSCorvus Pharmaceuticals, Inc.COM1,370,947$3.30M0.1%00.0%UnchangedHistory
EOCNGalmed Pharmaceuticals Ltd.SHS1,799,694$3.27M0.1%00.0%UnchangedHistory
ELTXElicio Therapeutics, Inc.COM1,071,297$3.11M0.1%00.0%UnchangedHistory
Erytech Pharma29604W108SPONSORED ADR1,314,656$3.10M0.1%00.0%Unchanged–
RNTXRein Therapeutics, Inc.COM5,265,555$2.96M0.1%00.0%UnchangedHistory
JYACJiya Acquisition Corp.COM CL A300,000$2.93M0.1%00.0%UnchangedHistory
Forward Pharma A/S34986J204SPONSORD ADS NEW432,892$2.58M0.1%00.0%Unchanged–
ABOSAcumen Pharmaceuticals, Inc.COM289,663$1.96M0.1%00.0%UnchangedHistory
XFORX4 Pharmaceuticals, IncCOM847,879$1.94M0.1%00.0%UnchangedHistory
GBIOGeneration Bio Co.COM189,050$1.34M<0.1%+189,050NewHistory
BNOXBionomics LtdADS80,971$1.02M<0.1%+80,971NewHistory
RZLTRezolute, Inc.COM NEW190,815$912.0K<0.1%00.0%UnchangedHistory
VYGRVoyager Therapeutics, Inc.COM22,200$60.0K<0.1%+22,200NewHistory

Sold out since Q3 2021 (3)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of BVF Inc sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
Merus N VN5749R900CALL5,060,071$111.3M4.3%–
GRTSGritstone bio, Inc.COM1,528,072$16.5M0.6%History
ANABAnaptysbio, IncCOM334,398$9.07M0.4%History