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

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