BVF Inc
- SEC CIK
- 0001056807
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 80
- +1 vs. Q2 2022
- Portfolio value
- $2.42B
- +$350.2M (+16.9%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 21,751,284 | $173.1M | 7.2% | 00.0% | Unchanged | History |
| IONSIonis Pharmaceuticals Inc | COM | 2,872,953 | $127.1M | 5.2% | +1,596,379+125.1% | Added | History |
| GHRSGH Research PLC | ORDINARY SHARES | 9,275,158 | $107.8M | 4.5% | 00.0% | Unchanged | History |
| KYMRKymera Therapeutics, Inc. | COM | 4,692,604 | $102.2M | 4.2% | +553,846+13.4% | Added | History |
| RPTXRepare Therapeutics Inc. | COM | 8,291,988 | $100.6M | 4.2% | 00.0% | Unchanged | History |
| RLAYRelay Therapeutics, Inc. | COM | 4,339,521 | $97.1M | 4.0% | −45,284−1.0% | Reduced | History |
| CGEMCullinan Therapeutics, Inc. | COM | 7,509,059 | $96.3M | 4.0% | 00.0% | Unchanged | History |
| RLMDRelmada Therapeutics, Inc. | COM | 2,078,220 | $76.9M | 3.2% | +419,000+25.3% | Added | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 3,678,947 | $72.3M | 3.0% | 00.0% | Unchanged | History |
| RCUSArcus Biosciences, Inc. | COM | 2,717,020 | $71.1M | 2.9% | −1,243,928−31.4% | Reduced | History |
| MRUSMerus N.V. | COM | 3,444,420 | $69.0M | 2.8% | −637,011−15.6% | Reduced | History |
| THRDThird Harmonic Bio, Inc. | COM | 3,501,814 | $66.4M | 2.7% | +3,501,814 | New | History |
| XOMAXOMA Royalty Corp | COM NEW | 3,611,494 | $64.7M | 2.7% | +80,951+2.3% | Added | History |
| RVMDRevolution Medicines, Inc. | COM | 3,255,588 | $64.2M | 2.7% | +1,000,000+44.3% | Added | History |
| ACRSAclaris Therapeutics, Inc. | COM | 3,976,543 | $62.6M | 2.6% | 00.0% | Unchanged | History |
| CTICCti Biopharma Corp | COM | 8,813,021 | $51.3M | 2.1% | −116,669−1.3% | Reduced | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 3,294,859 | $49.2M | 2.0% | +500,000+17.9% | Added | History |
| KURAKura Oncology, Inc. | COM | 3,203,783 | $43.8M | 1.8% | 00.0% | Unchanged | History |
| PNTPOINT Biopharma Global Inc. | COM | 5,590,048 | $43.2M | 1.8% | +2,222,222+66.0% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,798,085 | $43.2M | 1.8% | −558,849−23.7% | Reduced | History |
| CINCCinCor Pharma, Inc. | COM | 1,312,443 | $43.1M | 1.8% | −331,950−20.2% | Reduced | History |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 16,149,179 | $38.8M | 1.6% | +2,000,000+14.1% | Added | History |
| VRDNViridian Therapeutics, Inc. | COM | 1,741,840 | $35.7M | 1.5% | −2,172−0.1% | Reduced | History |
| ITOSiTeos Therapeutics, Inc. | COM | 1,810,835 | $34.5M | 1.4% | −118,366−6.1% | Reduced | History |
| XENEXenon Pharmaceuticals Inc. | COM | 901,095 | $32.5M | 1.3% | −696,871−43.6% | Reduced | History |
| NUVLNuvalent, Inc. | COM | 1,666,282 | $32.4M | 1.3% | 00.0% | Unchanged | History |
| FDMT4D Molecular Therapeutics, Inc. | COM | 4,007,413 | $32.2M | 1.3% | 00.0% | Unchanged | History |
| COGTCogent Biosciences, Inc. | COM | 2,084,824 | $31.1M | 1.3% | −172,350−7.6% | Reduced | History |
| ALLKAllakos Inc. | COM | 5,006,921 | $30.6M | 1.3% | +5,006,921 | New | History |
| EQRXEQRx, Inc. | COM | 6,008,187 | $29.7M | 1.2% | −4,640,340−43.6% | Reduced | History |
| ANTXAN2 Therapeutics, Inc. | COM | 1,616,665 | $28.1M | 1.2% | 00.0% | Unchanged | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 6,894,345 | $27.7M | 1.1% | 00.0% | Unchanged | History |
| CNCEConcert Pharmaceuticals, Inc. | COM | 3,629,000 | $24.3M | 1.0% | 00.0% | Unchanged | History |
| ACIUAC Immune SA | SHS | 7,428,379 | $23.5M | 1.0% | 00.0% | Unchanged | History |
| ANNXAnnexon, Inc. | COM | 3,780,694 | $23.4M | 1.0% | 00.0% | Unchanged | History |
| VERVVerve Therapeutics, Inc. | COM | 650,000 | $22.3M | 0.9% | +650,000 | New | History |
| TYRATyra Biosciences, Inc. | COM | 2,472,327 | $21.7M | 0.9% | 00.0% | Unchanged | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 7,611,503 | $21.0M | 0.9% | 00.0% | Unchanged | History |
| JANXJanux Therapeutics, Inc. | COM | 1,470,334 | $19.9M | 0.8% | 00.0% | Unchanged | History |
| STROSutro Biopharma, Inc. | COM | 3,447,946 | $19.1M | 0.8% | 00.0% | Unchanged | History |
| ETNB89bio, Inc. | COM | 3,143,682 | $18.2M | 0.8% | −754,318−19.4% | Reduced | History |
| Rain Oncology Inc.75082Q105 | COM | 3,526,729 | $17.2M | 0.7% | 00.0% | Unchanged | – |
| VSTMVerastem, Inc. | COM | 19,974,658 | $17.0M | 0.7% | 00.0% | Unchanged | History |
| VIGLVigil Neuroscience, Inc. | COM | 1,813,633 | $16.5M | 0.7% | +1,813,633 | New | History |
| REPLReplimune Group, Inc. | COM | 926,529 | $16.0M | 0.7% | 00.0% | Unchanged | History |
| EPIXESSA Pharma Inc. | COM NEW | 8,748,629 | $15.9M | 0.7% | +5,050,000+136.5% | Added | History |
| VIRXViracta Therapeutics, Inc. | COM | 3,614,662 | $15.4M | 0.6% | 00.0% | Unchanged | History |
| SLNSilence Therapeutics plc | ADS | 1,508,416 | $14.9M | 0.6% | +841,750+126.3% | Added | History |
| OVIDOvid Therapeutics Inc. | COM | 6,851,051 | $12.6M | 0.5% | 00.0% | Unchanged | History |
| WHWKWhitehawk Therapeutics, Inc. | COM | 879,085 | $12.4M | 0.5% | 00.0% | Unchanged | History |
| Calliditas Therapeutics AB13124Q106 | SPONSERED ADS | 750,000 | $11.3M | 0.5% | 00.0% | Unchanged | – |
| CTMXCytomX Therapeutics, Inc. | COM | 6,595,801 | $9.56M | 0.4% | +792,101+13.6% | Added | History |
| IMAImageneBio, Inc. | COM | 2,503,071 | $8.89M | 0.4% | 00.0% | Unchanged | History |
| ALPNAlpine Immune Sciences, Inc. | COM | 1,135,940 | $8.18M | 0.3% | −139,300−10.9% | Reduced | History |
| INFIInfinity Pharmaceuticals, Inc. | COM | 6,353,645 | $7.56M | 0.3% | 00.0% | Unchanged | History |
| HLVXHilleVax, Inc. | COM | 382,452 | $6.54M | 0.3% | −610.0% | Reduced | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 2,326,710 | $6.42M | 0.3% | 00.0% | Unchanged | History |
| Pieris Pharmaceuticals Inc720795103 | COM | 5,080,320 | $5.84M | 0.2% | 00.0% | Unchanged | – |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 2,938,851 | $5.79M | 0.2% | 00.0% | Unchanged | History |
| CBIOCrescent Biopharma, Inc. | COM | 9,544,262 | $5.27M | 0.2% | 00.0% | Unchanged | History |
| CDTXCidara Therapeutics, Inc. | COM | 6,861,127 | $4.31M | 0.2% | 00.0% | Unchanged | History |
| SPROSpero Therapeutics, Inc. | COM | 1,929,376 | $3.86M | 0.2% | −1,160,239−37.6% | Reduced | History |
| MTEMMolecular Templates, Inc. | COM | 4,996,565 | $3.75M | 0.2% | 00.0% | Unchanged | History |
| MOLNMolecular Partners AG | ADS | 443,221 | $2.97M | 0.1% | 00.0% | Unchanged | History |
| IVAInventiva S.A. | ADS | 686,040 | $2.65M | 0.1% | 00.0% | Unchanged | History |
| ELEVElevation Acquisition Group Inc. | COM | 2,312,200 | $2.61M | 0.1% | 00.0% | Unchanged | History |
| RNACCartesian Therapeutics, Inc. | COM | 1,391,749 | $2.28M | 0.1% | −331,384−19.2% | Reduced | History |
| GBIOGeneration Bio Co. | COM | 361,824 | $1.92M | 0.1% | −1,194,208−76.7% | Reduced | History |
| Forward Pharma A/S34986J204 | SPONSORD ADS NEW | 513,791 | $1.52M | 0.1% | 00.0% | Unchanged | – |
| XFORX4 Pharmaceuticals, Inc | COM | 847,879 | $1.45M | 0.1% | 00.0% | Unchanged | History |
| CALACalithera Biosciences, Inc. | COM NEW | 464,742 | $1.37M | 0.1% | 00.0% | Unchanged | History |
| LITSLite Strategy, Inc. | COM NEW | 3,532,057 | $1.36M | 0.1% | 00.0% | Unchanged | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 1,370,947 | $1.12M | <0.1% | 00.0% | Unchanged | History |
| RNTXRein Therapeutics, Inc. | COM | 5,265,555 | $1.09M | <0.1% | 00.0% | Unchanged | History |
| ELTXElicio Therapeutics, Inc. | COM | 1,071,297 | $986.0K | <0.1% | 00.0% | Unchanged | History |
| Erytech Pharma29604W108 | SPONSORED ADR | 1,314,656 | $690.0K | <0.1% | 00.0% | Unchanged | – |
| BNOXBionomics Ltd | ADS | 80,971 | $578.0K | <0.1% | 00.0% | Unchanged | History |
| EOCNGalmed Pharmaceuticals Ltd. | SHS | 1,799,694 | $558.0K | <0.1% | 00.0% | Unchanged | History |
| RZLTRezolute, Inc. | COM NEW | 190,815 | $523.0K | <0.1% | 00.0% | Unchanged | History |
| CFRXCONTRAFECT Corp | COM NEW | 472,300 | $79.0K | <0.1% | −3,500,000−88.1% | Reduced | History |
Sold out since Q2 2022 (3)
Positions held at the end of Q2 2022 that are gone from this filing.
| Security | Class | Shares in Q2 2022 | Value in Q2 2022 | % of portfolio in Q2 2022 | History |
|---|---|---|---|---|---|
| PTGXProtagonist Therapeutics, Inc | COM | 1,106,838 | $8.76M | 0.4% | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 154,000 | $4.15M | 0.2% | History |
| VYGRVoyager Therapeutics, Inc. | COM | 140,000 | $827.0K | <0.1% | History |