Skip to main content
Livermore
Livermore
ZHEN

BVF Inc

SEC CIK
0001056807
Latest filing
Aug 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
79
−2 vs. Q1 2022
Portfolio value
$2.07B
−$429.3M (−17.2%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of BVF Inc in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
RPTXRepare Therapeutics Inc.COM8,291,988$116.0M5.6%+2,433,212+41.5%AddedHistory
MLTXMoonLake ImmunotherapeuticsCLASS A ORD21,751,284$114.2M5.5%+21,751,284NewHistory
RCUSArcus Biosciences, Inc.COM3,960,948$100.4M4.8%00.0%UnchangedHistory
CGEMCullinan Therapeutics, Inc.COM7,509,059$96.3M4.6%+2,139,600+39.8%AddedHistory
GHRSGH Research PLCORDINARY SHARES9,275,158$92.6M4.5%00.0%UnchangedHistory
MRUSMerus N.V.COM4,081,431$92.4M4.5%−53,640−1.3%ReducedHistory
KYMRKymera Therapeutics, Inc.COM4,138,758$81.5M3.9%+552,100+15.4%AddedHistory
XOMAXOMA Royalty CorpCOM NEW3,530,543$78.7M3.8%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM4,384,805$73.4M3.5%−145,800−3.2%ReducedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM3,678,947$68.6M3.3%+675,068+22.5%AddedHistory
KURAKura Oncology, Inc.COM3,203,783$58.7M2.8%00.0%UnchangedHistory
ACRSAclaris Therapeutics, Inc.COM3,976,543$55.5M2.7%00.0%UnchangedHistory
CTICCti Biopharma CorpCOM8,929,690$53.3M2.6%00.0%UnchangedHistory
EQRXEQRx, Inc.COM10,648,527$49.9M2.4%−1,377,043−11.5%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM1,597,966$48.6M2.3%00.0%UnchangedHistory
IONSIonis Pharmaceuticals IncCOM1,276,574$47.3M2.3%+1,276,574NewHistory
SNDXSyndax Pharmaceuticals IncCOM2,356,934$45.3M2.2%−37,780−1.6%ReducedHistory
RVMDRevolution Medicines, Inc.COM2,255,588$44.0M2.1%+445,039+24.6%AddedHistory
ITOSiTeos Therapeutics, Inc.COM1,929,201$39.7M1.9%+529,000+37.8%AddedHistory
IDYAIDEAYA Biosciences, Inc.COM2,794,859$38.6M1.9%+1,194,300+74.6%AddedHistory
CNTACentessa Pharmaceuticals plcSPONSORED ADS6,894,345$33.6M1.6%+5,138,800+292.7%AddedHistory
RLMDRelmada Therapeutics, Inc.COM1,659,220$31.5M1.5%+11,820+0.7%AddedHistory
CINCCinCor Pharma, Inc.COM1,644,393$31.0M1.5%−90,900−5.2%ReducedHistory
OLMAOlema Pharmaceuticals, Inc.COM7,611,503$31.0M1.5%+200,000+2.7%AddedHistory
FDMT4D Molecular Therapeutics, Inc.COM4,007,413$28.0M1.4%+1,342,892+50.4%AddedHistory
ACIUAC Immune SASHS7,428,379$26.8M1.3%00.0%UnchangedHistory
LXRXLexicon Pharmaceuticals, Inc.COM NEW14,149,179$26.3M1.3%−207,410−1.4%ReducedHistory
VSTMVerastem, Inc.COM19,974,658$23.2M1.1%00.0%UnchangedHistory
PNTPOINT Biopharma Global Inc.COM3,367,826$22.9M1.1%00.0%UnchangedHistory
NUVLNuvalent, Inc.COM1,666,282$22.6M1.1%+976,864+141.7%AddedHistory
COGTCogent Biosciences, Inc.COM2,257,174$20.4M1.0%+724,892+47.3%AddedHistory
VRDNViridian Therapeutics, Inc.COM1,744,012$20.2M1.0%00.0%UnchangedHistory
Rain Oncology Inc.75082Q105COM3,526,729$19.6M0.9%00.0%Unchanged–
STROSutro Biopharma, Inc.COM3,447,946$18.0M0.9%00.0%UnchangedHistory
JANXJanux Therapeutics, Inc.COM1,470,334$18.0M0.9%+327,994+28.7%AddedHistory
TYRATyra Biosciences, Inc.COM2,472,327$17.7M0.9%00.0%UnchangedHistory
REPLReplimune Group, Inc.COM926,529$16.2M0.8%00.0%UnchangedHistory
CNCEConcert Pharmaceuticals, Inc.COM3,629,000$15.3M0.7%+1,376,000+61.1%AddedHistory
OVIDOvid Therapeutics Inc.COM6,851,051$14.7M0.7%00.0%UnchangedHistory
ANNXAnnexon, Inc.COM3,780,694$14.3M0.7%+3,780,694NewHistory
VIRXViracta Therapeutics, Inc.COM3,614,662$14.0M0.7%00.0%UnchangedHistory
Calliditas Therapeutics AB13124Q106SPONSERED ADS750,000$13.5M0.7%00.0%Unchanged–
ETNB89bio, Inc.COM3,898,000$12.6M0.6%+3,898,000NewHistory
ANTXAN2 Therapeutics, Inc.COM1,616,665$12.5M0.6%00.0%UnchangedHistory
CFRXCONTRAFECT CorpCOM NEW3,972,300$12.2M0.6%00.0%UnchangedHistory
EPIXESSA Pharma Inc.COM NEW3,698,629$11.7M0.6%+3,000+0.1%AddedHistory
IMAImageneBio, Inc.COM2,503,071$11.1M0.5%+1,500+0.1%AddedHistory
ALPNAlpine Immune Sciences, Inc.COM1,275,240$10.9M0.5%−314,255−19.8%ReducedHistory
WHWKWhitehawk Therapeutics, Inc.COM879,085$10.8M0.5%00.0%UnchangedHistory
CTMXCytomX Therapeutics, Inc.COM5,803,700$10.6M0.5%00.0%UnchangedHistory
GBIOGeneration Bio Co.COM1,556,032$10.3M0.5%−1,246,918−44.5%ReducedHistory
Pieris Pharmaceuticals Inc720795103COM5,080,320$9.50M0.5%−247,919−4.7%Reduced–
PTGXProtagonist Therapeutics, IncCOM1,106,838$8.76M0.4%−3,076,381−73.5%ReducedHistory
SLNSilence Therapeutics plcADS666,666$7.90M0.4%00.0%UnchangedHistory
PYXSPyxis Oncology, Inc.COMMON STOCK2,938,851$6.99M0.3%+77,000+2.7%AddedHistory
CBIOCrescent Biopharma, Inc.COM9,544,262$5.71M0.3%00.0%UnchangedHistory
ELDNEledon Pharmaceuticals, Inc.COM2,326,710$5.68M0.3%00.0%UnchangedHistory
MTEMMolecular Templates, Inc.COM4,996,565$4.55M0.2%+949,830+23.5%AddedHistory
HLVXHilleVax, Inc.COM382,513$4.18M0.2%+382,513NewHistory
CLDXCelldex Therapeutics, Inc.COM NEW154,000$4.15M0.2%+154,000NewHistory
INFIInfinity Pharmaceuticals, Inc.COM6,353,645$4.02M0.2%00.0%UnchangedHistory
IVAInventiva S.A.ADS686,040$3.99M0.2%00.0%UnchangedHistory
CDTXCidara Therapeutics, Inc.COM6,861,127$3.35M0.2%00.0%UnchangedHistory
ELEVElevation Acquisition Group Inc.COM2,312,200$3.24M0.2%+20.0%AddedHistory
MOLNMolecular Partners AGADS443,221$2.98M0.1%00.0%UnchangedHistory
SPROSpero Therapeutics, Inc.COM3,089,615$2.29M0.1%+1,504,000+94.9%AddedHistory
RNACCartesian Therapeutics, Inc.COM1,723,133$2.26M0.1%00.0%UnchangedHistory
Forward Pharma A/S34986J204SPONSORD ADS NEW513,791$2.23M0.1%+80,899+18.7%Added–
LITSLite Strategy, Inc.COM NEW3,532,057$2.14M0.1%00.0%UnchangedHistory
Erytech Pharma29604W108SPONSORED ADR1,314,656$1.44M0.1%00.0%Unchanged–
RNTXRein Therapeutics, Inc.COM5,265,555$1.37M0.1%00.0%UnchangedHistory
CRVSCorvus Pharmaceuticals, Inc.COM1,370,947$1.36M0.1%00.0%UnchangedHistory
EOCNGalmed Pharmaceuticals Ltd.SHS1,799,694$1.22M0.1%00.0%UnchangedHistory
ELTXElicio Therapeutics, Inc.COM1,071,297$1.22M0.1%00.0%UnchangedHistory
CALACalithera Biosciences, Inc.COM NEW464,742$1.14M0.1%00.0%UnchangedConverted for a 1-for-20 splitHistory
VYGRVoyager Therapeutics, Inc.COM140,000$827.0K<0.1%−1,049,100−88.2%ReducedHistory
XFORX4 Pharmaceuticals, IncCOM847,879$818.0K<0.1%00.0%UnchangedHistory
RZLTRezolute, Inc.COM NEW190,815$616.0K<0.1%00.0%UnchangedHistory
BNOXBionomics LtdADS80,971$555.0K<0.1%00.0%UnchangedHistory

Sold out since Q1 2022 (8)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of BVF Inc sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
ARGXArgenx SESPONSORED ADR316,204$99.7M4.0%History
LKFTLakefront Biotherapeutics NVSPON ADR1,046,283$64.9M2.6%History
NGMNGM Biopharmaceuticals IncCOM955,000$14.6M0.6%History
DAWNDay One Biopharmaceuticals, Inc.Stock809,282$8.03M0.3%History
GNCAGenocea Biosciences, Inc.COM NEW4,012,404$5.02M0.2%History
Radius Health, Inc.750469207COM NEW378,000$3.34M0.1%–
ABOSAcumen Pharmaceuticals, Inc.COM289,663$1.13M<0.1%History
JNCEJounce Therapeutics, Inc.COM126,797$861.0K<0.1%History