BVF Inc
- SEC CIK
- 0001056807
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 72
- −6 vs. Q4 2022
- Portfolio value
- $2.74B
- +$366.1M (+15.5%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 21,751,284 | $465.3M | 17.0% | 00.0% | Unchanged | History |
| KYMRKymera Therapeutics, Inc. | COM | 4,739,004 | $140.4M | 5.1% | +46,400+1.0% | Added | History |
| AXSMAxsome Therapeutics, Inc. | COM | 2,131,100 | $131.4M | 4.8% | +376,100+21.4% | Added | History |
| RVMDRevolution Medicines, Inc. | COM | 4,955,588 | $107.3M | 3.9% | +1,700,000+52.2% | Added | History |
| IONSIonis Pharmaceuticals Inc | COM | 2,560,761 | $91.5M | 3.3% | +1,438,952+128.3% | Added | History |
| PTGXProtagonist Therapeutics, Inc | COM | 3,775,900 | $86.8M | 3.2% | +3,775,900 | New | History |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 2,165,109 | $83.7M | 3.1% | +2,065,109+2,065.1% | Added | History |
| KURAKura Oncology, Inc. | COM | 6,730,983 | $82.3M | 3.0% | +2,930,000+77.1% | Added | History |
| RPTXRepare Therapeutics Inc. | COM | 8,291,988 | $81.6M | 3.0% | 00.0% | Unchanged | History |
| PNTPOINT Biopharma Global Inc. | COM | 10,563,748 | $76.8M | 2.8% | +1,386,000+15.1% | Added | History |
| XOMAXOMA Royalty Corp | COM NEW | 3,633,743 | $76.7M | 2.8% | +22,249+0.6% | Added | History |
| GHRSGH Research PLC | ORDINARY SHARES | 9,275,158 | $74.1M | 2.7% | 00.0% | Unchanged | History |
| FDMT4D Molecular Therapeutics, Inc. | COM | 4,007,413 | $68.9M | 2.5% | 00.0% | Unchanged | History |
| XENEXenon Pharmaceuticals Inc. | COM | 1,827,958 | $65.4M | 2.4% | +556,715+43.8% | Added | History |
| MRUSMerus N.V. | COM | 2,978,420 | $54.8M | 2.0% | 00.0% | Unchanged | History |
| ZYMEZymeworks Inc. | COM | 5,870,000 | $53.1M | 1.9% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 3,239,595 | $52.1M | 1.9% | +767,268+31.0% | Added | History |
| RLAYRelay Therapeutics, Inc. | COM | 3,120,521 | $51.4M | 1.9% | −755,500−19.5% | Reduced | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 2,143,197 | $45.3M | 1.7% | +692,000+47.7% | Added | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 2,736,613 | $44.0M | 1.6% | 00.0% | Unchanged | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 1,750,000 | $41.6M | 1.5% | +1,750,000 | New | History |
| IMVTImmunovant, Inc. | COM | 2,561,000 | $39.7M | 1.5% | 00.0% | Unchanged | History |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 16,149,179 | $39.2M | 1.4% | 00.0% | Unchanged | History |
| REPLReplimune Group, Inc. | COM | 2,143,036 | $37.8M | 1.4% | +620,407+40.7% | Added | History |
| CTICCti Biopharma Corp | COM | 8,813,021 | $37.0M | 1.4% | 00.0% | Unchanged | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 9,423,215 | $36.3M | 1.3% | +2,528,870+36.7% | Added | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 2,455,089 | $33.7M | 1.2% | +250,000+11.3% | Added | History |
| CGEMCullinan Therapeutics, Inc. | COM | 3,196,701 | $32.7M | 1.2% | −4,312,358−57.4% | Reduced | History |
| Rain Oncology Inc.75082Q105 | COM | 3,526,729 | $30.8M | 1.1% | 00.0% | Unchanged | – |
| ETNB89bio, Inc. | COM | 1,846,154 | $28.1M | 1.0% | +1,846,154 | New | History |
| ACRSAclaris Therapeutics, Inc. | COM | 3,360,941 | $27.2M | 1.0% | +84,398+2.6% | Added | History |
| ALLKAllakos Inc. | COM | 6,060,247 | $27.0M | 1.0% | +1,053,326+21.0% | Added | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 7,611,503 | $26.4M | 1.0% | 00.0% | Unchanged | History |
| EPIXESSA Pharma Inc. | COM NEW | 8,748,629 | $26.0M | 0.9% | 00.0% | Unchanged | History |
| ITOSiTeos Therapeutics, Inc. | COM | 1,810,835 | $24.6M | 0.9% | 00.0% | Unchanged | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 1,521,948 | $20.5M | 0.7% | 00.0% | Unchanged | History |
| JANXJanux Therapeutics, Inc. | COM | 1,585,677 | $19.2M | 0.7% | +115,343+7.8% | Added | History |
| THRDThird Harmonic Bio, Inc. | COM | 4,365,933 | $18.0M | 0.7% | 00.0% | Unchanged | History |
| Calliditas Therapeutics AB13124Q106 | SPONSERED ADS | 750,000 | $18.0M | 0.7% | 00.0% | Unchanged | – |
| JSPRJasper Therapeutics, Inc. | COM | 9,900,000 | $17.9M | 0.7% | +9,900,000 | New | History |
| VIGLVigil Neuroscience, Inc. | COM | 1,813,633 | $17.8M | 0.6% | 00.0% | Unchanged | History |
| OVIDOvid Therapeutics Inc. | COM | 6,851,051 | $17.7M | 0.6% | 00.0% | Unchanged | History |
| ACIUAC Immune SA | SHS | 7,428,379 | $17.4M | 0.6% | 00.0% | Unchanged | History |
| STROSutro Biopharma, Inc. | COM | 3,347,946 | $15.5M | 0.6% | 00.0% | Unchanged | History |
| ANTXAN2 Therapeutics, Inc. | COM | 1,563,963 | $15.4M | 0.6% | 00.0% | Unchanged | History |
| CBIOCrescent Biopharma, Inc. | COM | 9,544,262 | $12.0M | 0.4% | 00.0% | Unchanged | History |
| IMAImageneBio, Inc. | COM | 3,169,164 | $10.9M | 0.4% | +666,093+26.6% | Added | History |
| CTMXCytomX Therapeutics, Inc. | COM | 6,595,801 | $9.96M | 0.4% | 00.0% | Unchanged | History |
| ARAVAravive, Inc. | COM | 4,784,214 | $9.57M | 0.3% | 00.0% | Unchanged | History |
| VERVVerve Therapeutics, Inc. | COM | 650,000 | $9.37M | 0.3% | 00.0% | Unchanged | History |
| SLNSilence Therapeutics plc | ADS | 1,508,416 | $9.35M | 0.3% | 00.0% | Unchanged | History |
| CDTXCidara Therapeutics, Inc. | COM | 6,861,127 | $8.71M | 0.3% | 00.0% | Unchanged | History |
| NLS Pharmaceutics LtdH57830103 | SHS | 5,747,126 | $8.68M | 0.3% | 00.0% | Unchanged | – |
| VSTMVerastem, Inc. | COM | 19,022,656 | $7.90M | 0.3% | 00.0% | Unchanged | History |
| ALPNAlpine Immune Sciences, Inc. | COM | 858,339 | $6.63M | 0.2% | −277,601−24.4% | Reduced | History |
| VIRXViracta Therapeutics, Inc. | COM | 3,614,662 | $5.75M | 0.2% | 00.0% | Unchanged | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 2,326,710 | $5.49M | 0.2% | 00.0% | Unchanged | History |
| Pieris Pharmaceuticals Inc720795103 | COM | 5,080,320 | $4.96M | 0.2% | 00.0% | Unchanged | – |
| ELEVElevation Acquisition Group Inc. | COM | 2,312,200 | $4.39M | 0.2% | 00.0% | Unchanged | History |
| VRDNViridian Therapeutics, Inc. | COM | 168,000 | $4.27M | 0.2% | −1,070,974−86.4% | Reduced | History |
| HLVXHilleVax, Inc. | COM | 248,579 | $4.11M | 0.2% | 00.0% | Unchanged | History |
| MOLNMolecular Partners AG | ADS | 443,221 | $2.66M | 0.1% | 00.0% | Unchanged | History |
| IVAInventiva S.A. | ADS | 686,040 | $2.50M | 0.1% | 00.0% | Unchanged | History |
| WHWKWhitehawk Therapeutics, Inc. | COM | 318,205 | $2.30M | 0.1% | −244,104−43.4% | Reduced | History |
| MTEMMolecular Templates, Inc. | COM | 4,996,565 | $1.90M | 0.1% | 00.0% | Unchanged | History |
| IMUXImmunic, Inc. | COM | 1,149,425 | $1.71M | 0.1% | 00.0% | Unchanged | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 1,370,947 | $1.25M | <0.1% | 00.0% | Unchanged | History |
| INFIInfinity Pharmaceuticals, Inc. | COM | 6,353,645 | $1.02M | <0.1% | 00.0% | Unchanged | History |
| ELTXElicio Therapeutics, Inc. | COM | 1,071,297 | $621.4K | <0.1% | 00.0% | Unchanged | History |
| EOCNGalmed Pharmaceuticals Ltd. | SHS | 1,347,755 | $574.8K | <0.1% | −391,915−22.5% | Reduced | History |
| RZLTRezolute, Inc. | COM NEW | 190,815 | $366.4K | <0.1% | 00.0% | Unchanged | History |
| BNOXBionomics Ltd | ADS | 80,971 | $210.5K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (10)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| RCUSArcus Biosciences, Inc. | COM | 2,303,520 | $47.6M | 2.0% | History |
| CNCEConcert Pharmaceuticals, Inc. | COM | 3,629,000 | $21.2M | 0.9% | History |
| ANNXAnnexon, Inc. | COM | 3,780,694 | $19.5M | 0.8% | History |
| COGTCogent Biosciences, Inc. | COM | 984,824 | $11.4M | 0.5% | History |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 2,938,851 | $3.94M | 0.2% | History |
| RNACCartesian Therapeutics, Inc. | COM | 1,391,749 | $1.57M | 0.1% | History |
| CALACalithera Biosciences, Inc. | COM NEW | 464,742 | $1.52M | 0.1% | History |
| XFORX4 Pharmaceuticals, Inc | COM | 1,347,650 | $1.34M | 0.1% | History |
| RNTXRein Therapeutics, Inc. | COM NEW | 236,835 | $561.3K | <0.1% | History |
| GBIOGeneration Bio Co. | COM | 102,900 | $404.4K | <0.1% | History |