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Livermore
Livermore
ZHEN

BVF Inc

SEC CIK
0001056807
Latest filing
Aug 14, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
78
−2 vs. Q3 2022
Portfolio value
$2.37B
−$51.4M (−2.1%) vs. Q3 2022
Filed
Feb 14, 2023
SEC
Holdings of BVF Inc in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MLTXMoonLake ImmunotherapeuticsCLASS A ORD21,751,284$228.4M9.6%00.0%UnchangedHistory
AXSMAxsome Therapeutics, Inc.COM1,755,000$135.4M5.7%+1,755,000NewHistory
RPTXRepare Therapeutics Inc.COM8,291,988$122.0M5.1%00.0%UnchangedHistory
KYMRKymera Therapeutics, Inc.COM4,692,604$117.1M4.9%00.0%UnchangedHistory
GHRSGH Research PLCORDINARY SHARES9,275,158$89.7M3.8%00.0%UnchangedHistory
FDMT4D Molecular Therapeutics, Inc.COM4,007,413$89.0M3.8%00.0%UnchangedHistory
CGEMCullinan Therapeutics, Inc.COM7,509,059$79.2M3.3%00.0%UnchangedHistory
RVMDRevolution Medicines, Inc.COM3,255,588$77.5M3.3%00.0%UnchangedHistory
PNTPOINT Biopharma Global Inc.COM9,177,748$66.9M2.8%+3,587,700+64.2%AddedHistory
XOMAXOMA Royalty CorpCOM NEW3,611,494$66.5M2.8%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM3,876,021$57.9M2.4%−463,500−10.7%ReducedHistory
CTICCti Biopharma CorpCOM8,813,021$53.0M2.2%00.0%UnchangedHistory
ACRSAclaris Therapeutics, Inc.COM3,276,543$51.6M2.2%−700,000−17.6%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM1,271,243$50.1M2.1%+370,148+41.1%AddedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM2,736,613$50.1M2.1%−942,334−25.6%ReducedHistory
RCUSArcus Biosciences, Inc.COM2,303,520$47.6M2.0%−413,500−15.2%ReducedHistory
KURAKura Oncology, Inc.COM3,800,983$47.2M2.0%+597,200+18.6%AddedHistory
ZYMEZymeworks Inc.COM5,870,000$46.1M1.9%+5,870,000NewHistory
MRUSMerus N.V.COM2,978,420$46.1M1.9%−466,000−13.5%ReducedHistory
IMVTImmunovant, Inc.COM2,561,000$45.5M1.9%+2,561,000NewHistory
IONSIonis Pharmaceuticals IncCOM1,121,809$42.4M1.8%−1,751,144−61.0%ReducedHistory
ALLKAllakos Inc.COM5,006,921$42.2M1.8%00.0%UnchangedHistory
REPLReplimune Group, Inc.COM1,522,629$41.4M1.7%+596,100+64.3%AddedHistory
IDYAIDEAYA Biosciences, Inc.COM2,205,089$40.1M1.7%−1,089,770−33.1%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM1,451,197$36.9M1.6%−346,888−19.3%ReducedHistory
VRDNViridian Therapeutics, Inc.COM1,238,974$36.2M1.5%−502,866−28.9%ReducedHistory
ITOSiTeos Therapeutics, Inc.COM1,810,835$35.4M1.5%00.0%UnchangedHistory
LXRXLexicon Pharmaceuticals, Inc.COM NEW16,149,179$30.8M1.3%00.0%UnchangedHistory
CBIOCrescent Biopharma, Inc.COM9,544,262$28.9M1.2%00.0%UnchangedHistory
Rain Oncology Inc.75082Q105COM3,526,729$28.2M1.2%00.0%Unchanged–
STROSutro Biopharma, Inc.COM3,347,946$27.1M1.1%−100,000−2.9%ReducedHistory
SLNSilence Therapeutics plcADS1,508,416$23.0M1.0%00.0%UnchangedHistory
VIGLVigil Neuroscience, Inc.COM1,813,633$22.7M1.0%00.0%UnchangedHistory
EPIXESSA Pharma Inc.COM NEW8,748,629$22.0M0.9%00.0%UnchangedHistory
CNTACentessa Pharmaceuticals plcSPONSORED ADS6,894,345$21.4M0.9%00.0%UnchangedHistory
CNCEConcert Pharmaceuticals, Inc.COM3,629,000$21.2M0.9%00.0%UnchangedHistory
ANNXAnnexon, Inc.COM3,780,694$19.5M0.8%00.0%UnchangedHistory
JANXJanux Therapeutics, Inc.COM1,470,334$19.4M0.8%00.0%UnchangedHistory
TYRATyra Biosciences, Inc.COM2,472,327$18.8M0.8%00.0%UnchangedHistory
THRDThird Harmonic Bio, Inc.COM4,365,933$18.8M0.8%+864,119+24.7%AddedHistory
OLMAOlema Pharmaceuticals, Inc.COM7,611,503$18.6M0.8%00.0%UnchangedHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES1,521,948$16.0M0.7%+1,521,948NewHistory
ACIUAC Immune SASHS7,428,379$15.2M0.6%00.0%UnchangedHistory
ANTXAN2 Therapeutics, Inc.COM1,563,963$14.9M0.6%−52,702−3.3%ReducedHistory
Calliditas Therapeutics AB13124Q106SPONSERED ADS750,000$13.1M0.6%00.0%Unchanged–
OVIDOvid Therapeutics Inc.COM6,851,051$12.7M0.5%00.0%UnchangedHistory
VERVVerve Therapeutics, Inc.COM650,000$12.6M0.5%00.0%UnchangedHistory
COGTCogent Biosciences, Inc.COM984,824$11.4M0.5%−1,100,000−52.8%ReducedHistory
CTMXCytomX Therapeutics, Inc.COM6,595,801$10.6M0.4%00.0%UnchangedHistory
ALPNAlpine Immune Sciences, Inc.COM1,135,940$8.35M0.4%00.0%UnchangedHistory
VSTMVerastem, Inc.COM19,022,656$7.66M0.3%−952,002−4.8%ReducedHistory
NLS Pharmaceutics LtdH57830103SHS5,747,126$7.41M0.3%+5,747,126New–
WHWKWhitehawk Therapeutics, Inc.COM562,309$7.21M0.3%−316,776−36.0%ReducedHistory
IMAImageneBio, Inc.COM2,503,071$6.66M0.3%00.0%UnchangedHistory
ARAVAravive, Inc.COM4,784,214$6.32M0.3%+4,784,214NewHistory
ELDNEledon Pharmaceuticals, Inc.COM2,326,710$5.40M0.2%00.0%UnchangedHistory
Pieris Pharmaceuticals Inc720795103COM5,080,320$5.28M0.2%00.0%Unchanged–
VIRXViracta Therapeutics, Inc.COM3,614,662$5.28M0.2%00.0%UnchangedHistory
CDTXCidara Therapeutics, Inc.COM6,861,127$5.19M0.2%00.0%UnchangedHistory
LKFTLakefront Biotherapeutics NVSPON ADR100,000$4.44M0.2%+100,000NewHistory
HLVXHilleVax, Inc.COM248,579$4.16M0.2%−133,873−35.0%ReducedHistory
PYXSPyxis Oncology, Inc.COMMON STOCK2,938,851$3.94M0.2%00.0%UnchangedHistory
INFIInfinity Pharmaceuticals, Inc.COM6,353,645$3.53M0.1%00.0%UnchangedHistory
IVAInventiva S.A.ADS686,040$3.04M0.1%00.0%UnchangedHistory
MOLNMolecular Partners AGADS443,221$2.87M0.1%00.0%UnchangedHistory
ELEVElevation Acquisition Group Inc.COM2,312,200$2.19M0.1%00.0%UnchangedHistory
MTEMMolecular Templates, Inc.COM4,996,565$1.64M0.1%00.0%UnchangedHistory
IMUXImmunic, Inc.COM1,149,425$1.61M0.1%+1,149,425NewHistory
RNACCartesian Therapeutics, Inc.COM1,391,749$1.57M0.1%00.0%UnchangedHistory
CALACalithera Biosciences, Inc.COM NEW464,742$1.52M0.1%00.0%UnchangedHistory
XFORX4 Pharmaceuticals, IncCOM1,347,650$1.34M0.1%+499,771+58.9%AddedHistory
CRVSCorvus Pharmaceuticals, Inc.COM1,370,947$1.17M<0.1%00.0%UnchangedHistory
EOCNGalmed Pharmaceuticals Ltd.SHS1,739,670$869.8K<0.1%−60,024−3.3%ReducedHistory
ELTXElicio Therapeutics, Inc.COM1,071,297$869.5K<0.1%00.0%UnchangedHistory
RNTXRein Therapeutics, Inc.COM NEW236,835$561.3K<0.1%−26,443−10.0%ReducedConverted for a 1-for-20 splitHistory
GBIOGeneration Bio Co.COM102,900$404.4K<0.1%−258,924−71.6%ReducedHistory
RZLTRezolute, Inc.COM NEW190,815$395.0K<0.1%00.0%UnchangedHistory
BNOXBionomics LtdADS80,971$373.3K<0.1%00.0%UnchangedHistory

Sold out since Q3 2022 (10)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of BVF Inc sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
RLMDRelmada Therapeutics, Inc.COM2,078,220$76.9M3.2%History
CINCCinCor Pharma, Inc.COM1,312,443$43.1M1.8%History
NUVLNuvalent, Inc.COM1,666,282$32.4M1.3%History
EQRXEQRx, Inc.COM6,008,187$29.7M1.2%History
ETNB89bio, Inc.COM3,143,682$18.2M0.8%History
SPROSpero Therapeutics, Inc.COM1,929,376$3.86M0.2%History
Forward Pharma A/S34986J204SPONSORD ADS NEW513,791$1.52M0.1%–
LITSLite Strategy, Inc.COM NEW3,532,057$1.36M0.1%History
Erytech Pharma29604W108SPONSORED ADR1,314,656$690.0K<0.1%–
CFRXCONTRAFECT CorpCOM NEW472,300$79.0K<0.1%History