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Livermore
Livermore
ZHEN

BVF Inc

SEC CIK
0001056807
Latest filing
Aug 14, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
67
−5 vs. Q1 2023
Portfolio value
$3.59B
+$852.3M (+31.2%) vs. Q1 2023
Filed
Aug 14, 2023
SEC
Holdings of BVF Inc in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
MLTXMoonLake ImmunotherapeuticsCLASS A ORD21,751,284$1.11B30.9%00.0%UnchangedHistory
RVMDRevolution Medicines, Inc.COM6,255,588$167.3M4.7%+1,300,000+26.2%AddedHistory
AXSMAxsome Therapeutics, Inc.COM2,131,100$153.1M4.3%00.0%UnchangedHistory
IDYAIDEAYA Biosciences, Inc.COM5,683,489$133.6M3.7%+3,228,400+131.5%AddedHistory
IONSIonis Pharmaceuticals IncCOM2,846,015$116.8M3.3%+285,254+11.1%AddedHistory
GHRSGH Research PLCORDINARY SHARES9,275,158$110.0M3.1%00.0%UnchangedHistory
KYMRKymera Therapeutics, Inc.COM4,739,004$108.9M3.0%00.0%UnchangedHistory
PTGXProtagonist Therapeutics, IncCOM3,775,900$104.3M2.9%00.0%UnchangedHistory
PNTPOINT Biopharma Global Inc.COM10,563,748$95.7M2.7%00.0%UnchangedHistory
LKFTLakefront Biotherapeutics NVSPON ADR2,165,109$88.0M2.5%00.0%UnchangedHistory
RPTXRepare Therapeutics Inc.COM8,291,988$87.7M2.4%00.0%UnchangedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS1,750,000$72.7M2.0%00.0%UnchangedHistory
FDMT4D Molecular Therapeutics, Inc.COM4,007,413$72.4M2.0%00.0%UnchangedHistory
KURAKura Oncology, Inc.COM6,730,983$71.2M2.0%00.0%UnchangedHistory
XENEXenon Pharmaceuticals Inc.COM1,827,958$70.4M2.0%00.0%UnchangedHistory
OLMAOlema Pharmaceuticals, Inc.COM7,611,503$68.7M1.9%00.0%UnchangedHistory
XOMAXOMA Royalty CorpCOM NEW3,633,743$68.6M1.9%00.0%UnchangedHistory
CNTACentessa Pharmaceuticals plcSPONSORED ADS9,423,215$58.3M1.6%00.0%UnchangedHistory
ZYMEZymeworks Inc.COM5,870,000$50.7M1.4%00.0%UnchangedHistory
REPLReplimune Group, Inc.COM2,143,036$49.8M1.4%00.0%UnchangedHistory
JANXJanux Therapeutics, Inc.COM4,106,945$48.7M1.4%+2,521,268+159.0%AddedHistory
TYRATyra Biosciences, Inc.COM2,739,595$46.7M1.3%−500,000−15.4%ReducedHistory
LXRXLexicon Pharmaceuticals, Inc.COM NEW19,995,332$45.8M1.3%+3,846,153+23.8%AddedHistory
MRUSMerus N.V.COM1,602,420$42.2M1.2%−1,376,000−46.2%ReducedHistory
RLAYRelay Therapeutics, Inc.COM3,120,521$39.2M1.1%00.0%UnchangedHistory
ALLKAllakos Inc.COM8,652,417$37.7M1.1%+2,592,170+42.8%AddedHistory
ETNB89bio, Inc.COM1,846,154$35.0M1.0%00.0%UnchangedHistory
ACRSAclaris Therapeutics, Inc.COM3,360,941$34.9M1.0%00.0%UnchangedHistory
CGEMCullinan Therapeutics, Inc.COM3,196,701$34.4M1.0%00.0%UnchangedHistory
ITOSiTeos Therapeutics, Inc.COM1,810,835$24.0M0.7%00.0%UnchangedHistory
EPIXESSA Pharma Inc.COM NEW8,748,629$23.6M0.7%00.0%UnchangedHistory
OVIDOvid Therapeutics Inc.COM6,851,051$22.5M0.6%00.0%UnchangedHistory
ACIUAC Immune SASHS7,428,379$22.0M0.6%00.0%UnchangedHistory
THRDThird Harmonic Bio, Inc.COM4,365,933$21.0M0.6%00.0%UnchangedHistory
IMAImageneBio, Inc.COM3,169,164$20.8M0.6%00.0%UnchangedHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES1,521,948$18.1M0.5%00.0%UnchangedHistory
VIGLVigil Neuroscience, Inc.COM1,813,633$17.0M0.5%00.0%UnchangedHistory
CBIOCrescent Biopharma, Inc.COM9,544,262$16.6M0.5%00.0%UnchangedHistory
STROSutro Biopharma, Inc.COM3,347,946$15.6M0.4%00.0%UnchangedHistory
JSPRJasper Therapeutics, Inc.COM9,900,000$13.6M0.4%00.0%UnchangedHistory
ANTXAN2 Therapeutics, Inc.COM1,563,963$13.3M0.4%00.0%UnchangedHistory
VSTMVerastem, Inc.COM NEW1,685,219$12.5M0.3%+99,998+6.3%AddedConverted for a 1-for-12 splitHistory
VERVVerve Therapeutics, Inc.COM650,000$12.2M0.3%00.0%UnchangedHistory
Calliditas Therapeutics AB13124Q106SPONSERED ADS750,000$11.8M0.3%00.0%Unchanged–
CTMXCytomX Therapeutics, Inc.COM6,595,801$11.3M0.3%00.0%UnchangedHistory
SLNSilence Therapeutics plcADS1,508,416$8.30M0.2%00.0%UnchangedHistory
CDTXCidara Therapeutics, Inc.COM6,861,127$7.75M0.2%00.0%UnchangedHistory
TCRXTScan Therapeutics, Inc.COM2,989,474$7.47M0.2%+2,989,474NewHistory
DCTHDelcath Systems, Inc.COM NEW1,178,787$6.87M0.2%+1,178,787NewHistory
NLS Pharmaceutics LtdH57830103SHS5,747,126$6.32M0.2%00.0%Unchanged–
ARAVAravive, Inc.COM4,784,214$6.03M0.2%00.0%UnchangedHistory
ELDNEledon Pharmaceuticals, Inc.COM4,326,710$5.93M0.2%+2,000,000+86.0%AddedHistory
VIRXViracta Therapeutics, Inc.COM3,614,662$5.10M0.1%00.0%UnchangedHistory
KRONKronos Bio, Inc.COM2,813,485$4.84M0.1%+2,813,485NewHistory
Rain Oncology Inc.75082Q105COM3,526,729$4.23M0.1%00.0%Unchanged–
Aslan Pharmaceuticals Ltd04522R200SPON ADS NEW1,049,999$3.83M0.1%+1,049,999New–
ELEVElevation Acquisition Group Inc.COM2,312,200$3.51M0.1%00.0%UnchangedHistory
Pieris Pharmaceuticals Inc720795103COM20,609,863$3.41M0.1%+15,529,543+305.7%Added–
CRVSCorvus Pharmaceuticals, Inc.COM1,370,947$3.14M0.1%00.0%UnchangedHistory
IMUXImmunic, Inc.COM1,149,425$2.89M0.1%00.0%UnchangedHistory
IVAInventiva S.A.ADS686,040$2.77M0.1%00.0%UnchangedHistory
MOLNMolecular Partners AGADS443,221$2.71M0.1%00.0%UnchangedHistory
MTEMMolecular Templates, Inc.COM4,996,565$2.40M0.1%00.0%UnchangedHistory
INFIInfinity Pharmaceuticals, Inc.COM6,353,645$1.34M<0.1%00.0%UnchangedHistory
RZLTRezolute, Inc.COM NEW190,815$377.8K<0.1%00.0%UnchangedHistory
EOCNGalmed Pharmaceuticals Ltd.SHS NEW89,853$261.5K<0.1%00.0%UnchangedConverted for a 1-for-15 splitHistory
BNOXBionomics LtdADS80,971$178.1K<0.1%00.0%UnchangedHistory

Sold out since Q1 2023 (9)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of BVF Inc sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
SNDXSyndax Pharmaceuticals IncCOM2,143,197$45.3M1.7%History
CRNXCrinetics Pharmaceuticals, Inc.COM2,736,613$44.0M1.6%History
IMVTImmunovant, Inc.COM2,561,000$39.7M1.5%History
CTICCti Biopharma CorpCOM8,813,021$37.0M1.4%History
ALPNAlpine Immune Sciences, Inc.COM858,339$6.63M0.2%History
VRDNViridian Therapeutics, Inc.COM168,000$4.27M0.2%History
HLVXHilleVax, Inc.COM248,579$4.11M0.2%History
WHWKWhitehawk Therapeutics, Inc.COM318,205$2.30M0.1%History
ELTXElicio Therapeutics, Inc.COM1,071,297$621.4K<0.1%History