BVF Inc
- SEC CIK
- 0001056807
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 70
- +1 vs. Q3 2023
- Portfolio value
- $4.00B
- +$287.4M (+7.7%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 21,751,284 | $1.31B | 32.9% | 00.0% | Unchanged | History |
| RVMDRevolution Medicines, Inc. | COM | 5,981,212 | $171.5M | 4.3% | +2,000,000+50.2% | Added | History |
| AXSMAxsome Therapeutics, Inc. | COM | 1,981,100 | $157.7M | 3.9% | −150,000−7.0% | Reduced | History |
| PTGXProtagonist Therapeutics, Inc | COM | 5,744,848 | $131.7M | 3.3% | 00.0% | Unchanged | History |
| KYMRKymera Therapeutics, Inc. | COM | 5,161,801 | $131.4M | 3.3% | +422,797+8.9% | Added | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 4,370,024 | $129.0M | 3.2% | 00.0% | Unchanged | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 9,135,893 | $128.2M | 3.2% | 00.0% | Unchanged | History |
| IONSIonis Pharmaceuticals Inc | COM | 2,428,613 | $122.9M | 3.1% | −1,576,000−39.4% | Reduced | History |
| KURAKura Oncology, Inc. | COM | 7,373,228 | $106.0M | 2.7% | +642,245+9.5% | Added | History |
| FDMT4D Molecular Therapeutics, Inc. | COM | 4,007,413 | $81.2M | 2.0% | 00.0% | Unchanged | History |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 1,915,109 | $77.8M | 1.9% | 00.0% | Unchanged | History |
| MRUSMerus N.V. | COM | 2,752,420 | $75.7M | 1.9% | 00.0% | Unchanged | History |
| RPTXRepare Therapeutics Inc. | COM | 10,333,600 | $75.4M | 1.9% | +2,041,612+24.6% | Added | History |
| ACIUAC Immune SA | SHS | 14,571,236 | $72.9M | 1.8% | +7,142,857+96.2% | Added | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 8,774,570 | $69.8M | 1.7% | −328,484−3.6% | Reduced | History |
| XOMAXOMA Royalty Corp | COM NEW | 3,633,743 | $67.2M | 1.7% | 00.0% | Unchanged | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,729,043 | $61.5M | 1.5% | −3,554,446−67.3% | Reduced | History |
| ZYMEZymeworks Inc. | COM | 5,870,000 | $61.0M | 1.5% | 00.0% | Unchanged | History |
| GHRSGH Research PLC | ORDINARY SHARES | 10,400,158 | $60.3M | 1.5% | +1,125,000+12.1% | Added | History |
| EPIXESSA Pharma Inc. | COM NEW | 8,748,629 | $57.7M | 1.4% | 00.0% | Unchanged | History |
| JANXJanux Therapeutics, Inc. | COM | 4,579,818 | $49.1M | 1.2% | 00.0% | Unchanged | History |
| THRDThird Harmonic Bio, Inc. | COM | 4,365,933 | $47.9M | 1.2% | 00.0% | Unchanged | History |
| ETNB89bio, Inc. | COM | 4,047,354 | $45.2M | 1.1% | +2,201,200+119.2% | Added | History |
| RLAYRelay Therapeutics, Inc. | COM | 3,970,045 | $43.7M | 1.1% | +1,604,240+67.8% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 890,072 | $41.0M | 1.0% | −937,886−51.3% | Reduced | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,875,000 | $40.5M | 1.0% | +1,875,000 | New | History |
| TYRATyra Biosciences, Inc. | COM | 2,739,595 | $37.9M | 0.9% | 00.0% | Unchanged | History |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 24,435,632 | $37.4M | 0.9% | +4,440,300+22.2% | Added | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 812,988 | $33.1M | 0.8% | −937,012−53.5% | Reduced | History |
| CGEMCullinan Therapeutics, Inc. | COM | 3,196,701 | $32.6M | 0.8% | 00.0% | Unchanged | History |
| ANTXAN2 Therapeutics, Inc. | COM | 1,563,963 | $32.0M | 0.8% | 00.0% | Unchanged | History |
| ANNXAnnexon, Inc. | COM | 7,000,000 | $31.8M | 0.8% | +7,000,000 | New | History |
| ROIVRoivant Sciences Ltd. | SHS | 2,742,409 | $30.8M | 0.8% | 00.0% | Unchanged | History |
| SLNSilence Therapeutics plc | ADS | 1,508,416 | $26.2M | 0.7% | 00.0% | Unchanged | History |
| ALLKAllakos Inc. | COM | 8,552,417 | $23.3M | 0.6% | 00.0% | Unchanged | History |
| CBIOCrescent Biopharma, Inc. | COM | 9,544,262 | $22.5M | 0.6% | 00.0% | Unchanged | History |
| OVIDOvid Therapeutics Inc. | COM | 6,851,051 | $22.1M | 0.6% | 00.0% | Unchanged | History |
| ENGNenGene Therapeutics Inc. | COM | 2,251,037 | $20.8M | 0.5% | +2,251,037 | New | History |
| Calliditas Therapeutics AB13124Q106 | SPONSERED ADS | 750,000 | $19.3M | 0.5% | 00.0% | Unchanged | – |
| TCRXTScan Therapeutics, Inc. | COM | 2,989,474 | $17.4M | 0.4% | 00.0% | Unchanged | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 1,521,948 | $17.0M | 0.4% | 00.0% | Unchanged | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 687,080 | $14.8M | 0.4% | +687,080 | New | History |
| STROSutro Biopharma, Inc. | COM | 3,347,946 | $14.4M | 0.4% | 00.0% | Unchanged | History |
| ITOSiTeos Therapeutics, Inc. | COM | 1,259,476 | $13.8M | 0.3% | 00.0% | Unchanged | History |
| VSTMVerastem, Inc. | COM NEW | 1,685,219 | $13.7M | 0.3% | 00.0% | Unchanged | History |
| IMVTImmunovant, Inc. | COM | 300,000 | $12.6M | 0.3% | 00.0% | Unchanged | History |
| VTGNVistagen Therapeutics, Inc. | COM | 2,000,000 | $10.3M | 0.3% | +2,000,000 | New | History |
| CTMXCytomX Therapeutics, Inc. | COM | 6,595,801 | $10.2M | 0.3% | 00.0% | Unchanged | History |
| IMAImageneBio, Inc. | COM | 4,769,164 | $9.40M | 0.2% | +1,600,000+50.5% | Added | History |
| VERVVerve Therapeutics, Inc. | COM | 650,000 | $9.06M | 0.2% | 00.0% | Unchanged | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 4,326,710 | $7.79M | 0.2% | 00.0% | Unchanged | History |
| SABSSAB Biotherapeutics, Inc. | Equity | 9,178,282 | $6.31M | 0.2% | +9,178,282 | New | History |
| VIGLVigil Neuroscience, Inc. | COM | 1,813,633 | $6.13M | 0.2% | 00.0% | Unchanged | History |
| CDTXCidara Therapeutics, Inc. | COM | 6,861,127 | $5.45M | 0.1% | 00.0% | Unchanged | History |
| Rain Oncology Inc.75082Q105 | COM | 3,526,729 | $4.23M | 0.1% | 00.0% | Unchanged | – |
| DCTHDelcath Systems, Inc. | COM NEW | 976,149 | $4.06M | 0.1% | 00.0% | Unchanged | History |
| Pieris Pharmaceuticals Inc720795103 | COM | 20,609,863 | $3.75M | 0.1% | 00.0% | Unchanged | – |
| KRONKronos Bio, Inc. | COM | 2,905,043 | $3.63M | 0.1% | 00.0% | Unchanged | History |
| NLS Pharmaceutics LtdH57830103 | SHS | 5,747,126 | $3.39M | 0.1% | 00.0% | Unchanged | – |
| IVAInventiva S.A. | ADS | 686,040 | $3.07M | 0.1% | 00.0% | Unchanged | History |
| FBRXForte Biosciences, Inc. | COM | 2,982,105 | $2.45M | 0.1% | 00.0% | Unchanged | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 1,370,947 | $2.41M | 0.1% | 00.0% | Unchanged | History |
| VIRXViracta Therapeutics, Inc. | COM | 3,614,662 | $2.06M | 0.1% | 00.0% | Unchanged | History |
| MTEMMolecular Templates, Inc. | COM NEW | 532,038 | $1.97M | <0.1% | 00.0% | Unchanged | History |
| UNCYUnicycive Therapeutics, Inc. | COM | 2,118,139 | $1.84M | <0.1% | −1,295,424−37.9% | Reduced | History |
| MOLNMolecular Partners AG | ADS | 443,221 | $1.76M | <0.1% | 00.0% | Unchanged | History |
| ELEVElevation Acquisition Group Inc. | COM | 2,312,200 | $1.24M | <0.1% | 00.0% | Unchanged | History |
| ENGNWenGene Therapeutics Inc. | *W EXP 10/31/202 | 945,402 | $803.6K | <0.1% | +945,402 | New | History |
| Aslan Pharmaceuticals Ltd04522R200 | SPON ADS NEW | 1,049,999 | $548.2K | <0.1% | 00.0% | Unchanged | – |
| RZLTRezolute, Inc. | COM NEW | 190,815 | $189.4K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2023 (6)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| PNTPOINT Biopharma Global Inc. | COM | 10,563,748 | $70.5M | 1.9% | History |
| ACRSAclaris Therapeutics, Inc. | COM | 7,064,736 | $48.4M | 1.3% | History |
| REPLReplimune Group, Inc. | COM | 2,143,036 | $36.7M | 1.0% | History |
| JSPRJasper Therapeutics, Inc. | COM | 9,900,000 | $6.93M | 0.2% | History |
| IMUXImmunic, Inc. | COM | 1,149,425 | $1.69M | <0.1% | History |
| BNOXBionomics Ltd | ADS | 47,372 | $127.9K | <0.1% | History |