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Livermore
Livermore
ZHEN

BVF Inc

SEC CIK
0001056807
Latest filing
Aug 14, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
81
−2 vs. Q4 2021
Portfolio value
$2.50B
−$255.2M (−9.3%) vs. Q4 2021
Filed
May 16, 2022
SEC
Holdings of BVF Inc in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
GHRSGH Research PLCORDINARY SHARES9,275,158$169.6M6.8%00.0%UnchangedHistory
KYMRKymera Therapeutics, Inc.COM3,586,658$151.8M6.1%+406,000+12.8%AddedHistory
RLAYRelay Therapeutics, Inc.COM4,530,605$135.6M5.4%+1,400,000+44.7%AddedHistory
RCUSArcus Biosciences, Inc.COM3,960,948$125.0M5.0%+562,881+16.6%AddedHistory
MRUSMerus N.V.COM4,135,071$109.3M4.4%00.0%UnchangedHistory
ARGXArgenx SESPONSORED ADR316,204$99.7M4.0%+100,000+46.3%AddedHistory
PTGXProtagonist Therapeutics, IncCOM4,183,219$99.1M4.0%+531,460+14.6%AddedHistory
XOMAXOMA Royalty CorpCOM NEW3,530,543$98.8M4.0%00.0%UnchangedHistory
RPTXRepare Therapeutics Inc.COM5,858,776$83.4M3.3%+1,000,015+20.6%AddedHistory
ACRSAclaris Therapeutics, Inc.COM3,976,543$68.6M2.7%+2,280,639+134.5%AddedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM3,003,879$65.9M2.6%00.0%UnchangedHistory
LKFTLakefront Biotherapeutics NVSPON ADR1,046,283$64.9M2.6%−110,110−9.5%ReducedHistory
CGEMCullinan Therapeutics, Inc.COM5,369,459$56.2M2.2%00.0%UnchangedHistory
KURAKura Oncology, Inc.COM3,203,783$51.5M2.1%+1,139,571+55.2%AddedHistory
EQRXEQRx, Inc.COM12,025,570$49.7M2.0%+4,165,900+53.0%AddedHistory
XENEXenon Pharmaceuticals Inc.COM1,597,966$48.9M2.0%−1,691,574−51.4%ReducedHistory
RVMDRevolution Medicines, Inc.COM1,810,549$46.2M1.8%00.0%UnchangedHistory
ITOSiTeos Therapeutics, Inc.COM1,400,201$45.1M1.8%+1,400,201NewHistory
RLMDRelmada Therapeutics, Inc.COM1,647,400$44.5M1.8%00.0%UnchangedHistory
CTICCti Biopharma CorpCOM8,929,690$41.7M1.7%00.0%UnchangedHistory
SNDXSyndax Pharmaceuticals IncCOM2,394,714$41.6M1.7%+295,000+14.0%AddedHistory
FDMT4D Molecular Therapeutics, Inc.COM2,664,521$40.3M1.6%+658,659+32.8%AddedHistory
VRDNViridian Therapeutics, Inc.COM1,744,012$32.2M1.3%−135,400−7.2%ReducedHistory
OLMAOlema Pharmaceuticals, Inc.COM7,411,503$31.6M1.3%00.0%UnchangedHistory
CINCCinCor Pharma, Inc.COM1,735,293$30.4M1.2%+1,735,293NewHistory
LXRXLexicon Pharmaceuticals, Inc.COM NEW14,356,589$30.0M1.2%−3,4110.0%ReducedHistory
ACIUAC Immune SASHS7,428,379$29.7M1.2%+366,000+5.2%AddedHistory
STROSutro Biopharma, Inc.COM3,447,946$28.3M1.1%+2,522,798+272.7%AddedHistory
VSTMVerastem, Inc.COM19,974,658$28.2M1.1%+2,912,500+17.1%AddedHistory
PNTPOINT Biopharma Global Inc.COM3,367,826$26.8M1.1%+447,300+15.3%AddedHistory
TYRATyra Biosciences, Inc.COM2,472,327$26.5M1.1%+598,995+32.0%AddedHistory
ANTXAN2 Therapeutics, Inc.COM1,616,665$24.4M1.0%+1,616,665NewHistory
EPIXESSA Pharma Inc.COM NEW3,695,629$22.8M0.9%+844,168+29.6%AddedHistory
OVIDOvid Therapeutics Inc.COM6,851,051$21.5M0.9%+220,000+3.3%AddedHistory
GBIOGeneration Bio Co.COM2,802,950$20.6M0.8%+2,613,900+1,382.7%AddedHistory
IDYAIDEAYA Biosciences, Inc.COM1,600,559$17.9M0.7%+1,600,559NewHistory
Rain Oncology Inc.75082Q105COM3,526,729$17.9M0.7%+568,922+19.2%Added–
VIRXViracta Therapeutics, Inc.COM3,614,662$17.2M0.7%+175,718+5.1%AddedHistory
JANXJanux Therapeutics, Inc.COM1,142,340$16.4M0.7%+125,026+12.3%AddedHistory
Pieris Pharmaceuticals Inc720795103COM5,328,239$16.1M0.6%00.0%Unchanged–
CNTACentessa Pharmaceuticals plcSPONSORED ADS1,755,545$15.7M0.6%+1,301,000+286.2%AddedHistory
REPLReplimune Group, Inc.COM926,529$15.7M0.6%00.0%UnchangedHistory
CTMXCytomX Therapeutics, Inc.COM5,803,700$15.5M0.6%00.0%UnchangedHistory
IMAImageneBio, Inc.COM2,501,571$15.3M0.6%+703,200+39.1%AddedHistory
WHWKWhitehawk Therapeutics, Inc.COM879,085$14.9M0.6%−20,307−2.3%ReducedHistory
NGMNGM Biopharmaceuticals IncCOM955,000$14.6M0.6%00.0%UnchangedHistory
CFRXCONTRAFECT CorpCOM NEW3,972,300$14.5M0.6%00.0%UnchangedHistory
ALPNAlpine Immune Sciences, Inc.COM1,589,495$14.3M0.6%00.0%UnchangedHistory
MTEMMolecular Templates, Inc.COM4,046,735$14.0M0.6%+917,136+29.3%AddedHistory
Calliditas Therapeutics AB13124Q106SPONSERED ADS750,000$13.9M0.6%00.0%Unchanged–
SPROSpero Therapeutics, Inc.COM1,585,615$13.8M0.6%00.0%UnchangedHistory
SLNSilence Therapeutics plcADS666,666$12.7M0.5%00.0%UnchangedHistory
PYXSPyxis Oncology, Inc.COMMON STOCK2,861,851$11.6M0.5%+1,070,500+59.8%AddedHistory
COGTCogent Biosciences, Inc.COM1,532,282$11.5M0.5%00.0%UnchangedHistory
CBIOCrescent Biopharma, Inc.COM9,544,262$10.9M0.4%00.0%UnchangedHistory
NUVLNuvalent, Inc.COM689,418$9.58M0.4%+240,906+53.7%AddedHistory
ELDNEledon Pharmaceuticals, Inc.COM2,326,710$9.17M0.4%+948,690+68.8%AddedHistory
VYGRVoyager Therapeutics, Inc.COM1,189,100$9.06M0.4%+1,166,900+5,256.3%AddedHistory
MOLNMolecular Partners AGADS443,221$8.98M0.4%00.0%UnchangedHistory
DAWNDay One Biopharmaceuticals, Inc.Stock809,282$8.03M0.3%00.0%UnchangedHistory
IVAInventiva S.A.ADS686,040$7.94M0.3%+141,540+26.0%AddedHistory
CNCEConcert Pharmaceuticals, Inc.COM2,253,000$7.59M0.3%00.0%UnchangedHistory
INFIInfinity Pharmaceuticals, Inc.COM6,353,645$7.24M0.3%00.0%UnchangedHistory
ELEVElevation Acquisition Group Inc.COM2,312,198$5.83M0.2%+700,500+43.5%AddedHistory
CDTXCidara Therapeutics, Inc.COM6,861,127$5.71M0.2%00.0%UnchangedHistory
GNCAGenocea Biosciences, Inc.COM NEW4,012,404$5.02M0.2%00.0%UnchangedHistory
CALACalithera Biosciences, Inc.COM9,294,923$3.75M0.2%+1,842,592+24.7%AddedHistory
Radius Health, Inc.750469207COM NEW378,000$3.34M0.1%+378,000New–
EOCNGalmed Pharmaceuticals Ltd.SHS1,799,694$2.86M0.1%00.0%UnchangedHistory
RNTXRein Therapeutics, Inc.COM5,265,555$2.70M0.1%00.0%UnchangedHistory
Forward Pharma A/S34986J204SPONSORD ADS NEW432,892$2.52M0.1%00.0%Unchanged–
Erytech Pharma29604W108SPONSORED ADR1,314,656$2.39M0.1%00.0%Unchanged–
ELTXElicio Therapeutics, Inc.COM1,071,297$2.27M0.1%00.0%UnchangedHistory
CRVSCorvus Pharmaceuticals, Inc.COM1,370,947$2.25M0.1%00.0%UnchangedHistory
LITSLite Strategy, Inc.COM NEW3,532,057$2.13M0.1%00.0%UnchangedHistory
RNACCartesian Therapeutics, Inc.COM1,723,133$2.12M0.1%00.0%UnchangedHistory
XFORX4 Pharmaceuticals, IncCOM847,879$1.48M0.1%00.0%UnchangedHistory
ABOSAcumen Pharmaceuticals, Inc.COM289,663$1.13M<0.1%00.0%UnchangedHistory
JNCEJounce Therapeutics, Inc.COM126,797$861.0K<0.1%+126,797NewHistory
BNOXBionomics LtdADS80,971$692.0K<0.1%00.0%UnchangedHistory
RZLTRezolute, Inc.COM NEW190,815$645.0K<0.1%00.0%UnchangedHistory

Sold out since Q4 2021 (8)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of BVF Inc sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
AMRNAmarin Corp PLCSPONS ADR NEW16,459,965$55.5M2.0%History
KDNYChinook Therapeutics, Inc.COM1,800,000$29.4M1.1%History
MIRMMirum Pharmaceuticals, Inc.COM435,936$6.95M0.3%History
Eucrates Biomedical Acqu CorG3141W114UNIT 10/23/2027500,000$4.99M0.2%–
Frazier Lifesciences Acqu CoG3710A121UNIT 12/09/2025500,000$4.95M0.2%–
5 01 Acquisition Corp33836P105COM CL A500,000$4.92M0.2%–
RACBResearch Alliance Corp. IICOM CL A500,000$4.86M0.2%History
JYACJiya Acquisition Corp.COM CL A300,000$2.93M0.1%History