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Livermore
Livermore
ZHEN

BVF Inc

SEC CIK
0001056807
Latest filing
Aug 14, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
69
+2 vs. Q2 2023
Portfolio value
$3.71B
+$120.6M (+3.4%) vs. Q2 2023
Filed
Nov 14, 2023
SEC
Holdings of BVF Inc in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
MLTXMoonLake ImmunotherapeuticsCLASS A ORD21,751,284$1.24B33.4%00.0%UnchangedHistory
IONSIonis Pharmaceuticals IncCOM4,004,613$181.6M4.9%+1,158,598+40.7%AddedHistory
AXSMAxsome Therapeutics, Inc.COM2,131,100$148.9M4.0%00.0%UnchangedHistory
IDYAIDEAYA Biosciences, Inc.COM5,283,489$142.5M3.8%−400,000−7.0%ReducedHistory
MIRMMirum Pharmaceuticals, Inc.COM4,370,024$138.1M3.7%+4,370,024NewHistory
OLMAOlema Pharmaceuticals, Inc.COM9,135,893$112.8M3.0%+1,524,390+20.0%AddedHistory
RVMDRevolution Medicines, Inc.COM3,981,212$110.2M3.0%−2,274,376−36.4%ReducedHistory
RPTXRepare Therapeutics Inc.COM8,291,988$100.2M2.7%00.0%UnchangedHistory
PTGXProtagonist Therapeutics, IncCOM5,744,848$95.8M2.6%+1,968,948+52.1%AddedHistory
GHRSGH Research PLCORDINARY SHARES9,275,158$93.2M2.5%00.0%UnchangedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS1,750,000$88.2M2.4%00.0%UnchangedHistory
PNTPOINT Biopharma Global Inc.COM10,563,748$70.5M1.9%00.0%UnchangedHistory
LKFTLakefront Biotherapeutics NVSPON ADR1,915,109$66.2M1.8%−250,000−11.5%ReducedHistory
KYMRKymera Therapeutics, Inc.COM4,739,004$65.9M1.8%00.0%UnchangedHistory
MRUSMerus N.V.COM2,752,420$64.9M1.8%+1,150,000+71.8%AddedHistory
XENEXenon Pharmaceuticals Inc.COM1,827,958$62.4M1.7%00.0%UnchangedHistory
KURAKura Oncology, Inc.COM6,730,983$61.4M1.7%00.0%UnchangedHistory
CNTACentessa Pharmaceuticals plcSPONSORED ADS9,103,054$58.9M1.6%−320,161−3.4%ReducedHistory
XOMAXOMA Royalty CorpCOM NEW3,633,743$51.2M1.4%00.0%UnchangedHistory
FDMT4D Molecular Therapeutics, Inc.COM4,007,413$51.0M1.4%00.0%UnchangedHistory
ACRSAclaris Therapeutics, Inc.COM7,064,736$48.4M1.3%+3,703,795+110.2%AddedHistory
JANXJanux Therapeutics, Inc.COM4,579,818$46.2M1.2%+472,873+11.5%AddedHistory
TYRATyra Biosciences, Inc.COM2,739,595$37.7M1.0%00.0%UnchangedHistory
ZYMEZymeworks Inc.COM5,870,000$37.2M1.0%00.0%UnchangedHistory
REPLReplimune Group, Inc.COM2,143,036$36.7M1.0%00.0%UnchangedHistory
ROIVRoivant Sciences Ltd.SHS2,742,409$32.0M0.9%+2,742,409NewHistory
CGEMCullinan Therapeutics, Inc.COM3,196,701$28.9M0.8%00.0%UnchangedHistory
ETNB89bio, Inc.COM1,846,154$28.5M0.8%00.0%UnchangedHistory
THRDThird Harmonic Bio, Inc.COM4,365,933$27.9M0.8%00.0%UnchangedHistory
EPIXESSA Pharma Inc.COM NEW8,748,629$27.0M0.7%00.0%UnchangedHistory
OVIDOvid Therapeutics Inc.COM6,851,051$26.3M0.7%00.0%UnchangedHistory
ANTXAN2 Therapeutics, Inc.COM1,563,963$25.1M0.7%00.0%UnchangedHistory
LXRXLexicon Pharmaceuticals, Inc.COM NEW19,995,332$21.8M0.6%00.0%UnchangedHistory
ACIUAC Immune SASHS7,428,379$21.2M0.6%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM2,365,805$19.9M0.5%−754,716−24.2%ReducedHistory
ALLKAllakos Inc.COM8,552,417$19.4M0.5%−100,000−1.2%ReducedHistory
SLNSilence Therapeutics plcADS1,508,416$14.8M0.4%00.0%UnchangedHistory
CBIOCrescent Biopharma, Inc.COM9,544,262$14.3M0.4%00.0%UnchangedHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES1,521,948$14.1M0.4%00.0%UnchangedHistory
ITOSiTeos Therapeutics, Inc.COM1,259,476$13.8M0.4%−551,359−30.4%ReducedHistory
IMAImageneBio, Inc.COM3,169,164$13.7M0.4%00.0%UnchangedHistory
VSTMVerastem, Inc.COM NEW1,685,219$13.7M0.4%00.0%UnchangedHistory
Calliditas Therapeutics AB13124Q106SPONSERED ADS750,000$13.7M0.4%00.0%Unchanged–
STROSutro Biopharma, Inc.COM3,347,946$11.6M0.3%00.0%UnchangedHistory
IMVTImmunovant, Inc.COM300,000$11.5M0.3%+300,000NewHistory
VIGLVigil Neuroscience, Inc.COM1,813,633$9.78M0.3%00.0%UnchangedHistory
VERVVerve Therapeutics, Inc.COM650,000$8.62M0.2%00.0%UnchangedHistory
CTMXCytomX Therapeutics, Inc.COM6,595,801$8.51M0.2%00.0%UnchangedHistory
TCRXTScan Therapeutics, Inc.COM2,989,474$7.65M0.2%00.0%UnchangedHistory
JSPRJasper Therapeutics, Inc.COM9,900,000$6.93M0.2%00.0%UnchangedHistory
CDTXCidara Therapeutics, Inc.COM6,861,127$6.46M0.2%00.0%UnchangedHistory
Pieris Pharmaceuticals Inc720795103COM20,609,863$6.14M0.2%00.0%Unchanged–
ELDNEledon Pharmaceuticals, Inc.COM4,326,710$5.93M0.2%00.0%UnchangedHistory
NLS Pharmaceutics LtdH57830103SHS5,747,126$3.97M0.1%00.0%Unchanged–
DCTHDelcath Systems, Inc.COM NEW976,149$3.95M0.1%−202,638−17.2%ReducedHistory
KRONKronos Bio, Inc.COM2,905,043$3.78M0.1%+91,558+3.3%AddedHistory
VIRXViracta Therapeutics, Inc.COM3,614,662$3.76M0.1%00.0%UnchangedHistory
MTEMMolecular Templates, Inc.COM NEW532,038$3.36M0.1%+198,934+59.7%AddedConverted for a 1-for-15 splitHistory
Rain Oncology Inc.75082Q105COM3,526,729$3.04M0.1%00.0%Unchanged–
UNCYUnicycive Therapeutics, Inc.COM3,413,563$2.94M0.1%+3,413,563NewHistory
IVAInventiva S.A.ADS686,040$2.88M0.1%00.0%UnchangedHistory
CRVSCorvus Pharmaceuticals, Inc.COM1,370,947$2.00M0.1%00.0%UnchangedHistory
FBRXForte Biosciences, Inc.COM2,982,105$1.97M0.1%+2,982,105NewHistory
Aslan Pharmaceuticals Ltd04522R200SPON ADS NEW1,049,999$1.94M0.1%00.0%Unchanged–
MOLNMolecular Partners AGADS443,221$1.77M<0.1%00.0%UnchangedHistory
IMUXImmunic, Inc.COM1,149,425$1.69M<0.1%00.0%UnchangedHistory
ELEVElevation Acquisition Group Inc.COM2,312,200$1.53M<0.1%00.0%UnchangedHistory
RZLTRezolute, Inc.COM NEW190,815$251.9K<0.1%00.0%UnchangedHistory
BNOXBionomics LtdADS47,372$127.9K<0.1%−33,599−41.5%ReducedHistory

Sold out since Q2 2023 (3)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of BVF Inc sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
ARAVAravive, Inc.COM4,784,214$6.03M0.2%History
INFIInfinity Pharmaceuticals, Inc.COM6,353,645$1.34M<0.1%History
EOCNGalmed Pharmaceuticals Ltd.SHS NEW89,853$261.5K<0.1%History