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Livermore
Livermore
ZHEN

BVF Inc

SEC CIK
0001056807
Latest filing
Aug 14, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
62
−8 vs. Q4 2023
Portfolio value
$3.64B
−$358.4M (−9.0%) vs. Q4 2023
Filed
May 15, 2024
SEC
Holdings of BVF Inc in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
MLTXMoonLake ImmunotherapeuticsCLASS A ORD21,751,284$1.09B30.0%00.0%UnchangedHistory
KYMRKymera Therapeutics, Inc.COM5,161,801$207.5M5.7%00.0%UnchangedHistory
RVMDRevolution Medicines, Inc.COM5,981,212$192.8M5.3%00.0%UnchangedHistory
FDMT4D Molecular Therapeutics, Inc.COM3,922,413$125.0M3.4%−85,000−2.1%ReducedHistory
GHRSGH Research PLCORDINARY SHARES10,400,158$110.9M3.0%00.0%UnchangedHistory
JANXJanux Therapeutics, Inc.COM2,919,818$109.9M3.0%−1,660,000−36.2%ReducedHistory
MIRMMirum Pharmaceuticals, Inc.COM4,370,024$109.8M3.0%00.0%UnchangedHistory
PTGXProtagonist Therapeutics, IncCOM3,755,990$108.7M3.0%−1,988,858−34.6%ReducedHistory
IONSIonis Pharmaceuticals IncCOM2,428,613$105.3M2.9%00.0%UnchangedHistory
OLMAOlema Pharmaceuticals, Inc.COM9,135,893$103.4M2.8%00.0%UnchangedHistory
KURAKura Oncology, Inc.COM4,786,293$102.1M2.8%−2,586,935−35.1%ReducedHistory
XOMAXOMA Royalty CorpCOM NEW3,633,743$87.4M2.4%00.0%UnchangedHistory
CGONCG Oncology, Inc.COM1,884,191$82.7M2.3%+1,884,191NewHistory
TYRATyra Biosciences, Inc.COM4,661,194$76.4M2.1%+1,921,599+70.1%AddedHistory
EPIXESSA Pharma Inc.COM NEW8,748,629$74.3M2.0%00.0%UnchangedHistory
ZYMEZymeworks Inc.COM5,870,000$61.8M1.7%00.0%UnchangedHistory
LKFTLakefront Biotherapeutics NVSPON ADR1,863,809$60.0M1.6%−51,300−2.7%ReducedHistory
CGEMCullinan Therapeutics, Inc.COM3,196,701$54.5M1.5%00.0%UnchangedHistory
MRUSMerus N.V.COM1,172,249$52.8M1.5%−1,580,171−57.4%ReducedHistory
IDYAIDEAYA Biosciences, Inc.COM1,162,306$51.0M1.4%−566,737−32.8%ReducedHistory
ANNXAnnexon, Inc.COM7,000,000$50.2M1.4%00.0%UnchangedHistory
RPTXRepare Therapeutics Inc.COM10,333,600$48.7M1.3%00.0%UnchangedHistory
ETNB89bio, Inc.COM4,047,354$47.1M1.3%00.0%UnchangedHistory
SNDXSyndax Pharmaceuticals IncCOM1,875,000$44.6M1.2%00.0%UnchangedHistory
ACIUAC Immune SASHS14,571,236$43.1M1.2%00.0%UnchangedHistory
THRDThird Harmonic Bio, Inc.COM4,365,933$41.2M1.1%00.0%UnchangedHistory
ENGNenGene Therapeutics Inc.COM2,251,037$38.2M1.0%00.0%UnchangedHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES1,521,948$36.0M1.0%00.0%UnchangedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS812,988$34.8M1.0%00.0%UnchangedHistory
ROIVRoivant Sciences Ltd.SHS2,742,409$28.9M0.8%00.0%UnchangedHistory
CBIOCrescent Biopharma, Inc.COM9,544,262$28.6M0.8%00.0%UnchangedHistory
TCRXTScan Therapeutics, Inc.COM2,989,474$23.7M0.7%00.0%UnchangedHistory
ALLKAllakos Inc.COM16,552,417$20.9M0.6%+8,000,000+93.5%AddedHistory
VSTMVerastem, Inc.COM NEW1,685,219$19.9M0.5%00.0%UnchangedHistory
Calliditas Therapeutics AB13124Q106SPONSERED ADS750,000$16.2M0.4%00.0%Unchanged–
CTMXCytomX Therapeutics, Inc.COM6,595,801$14.4M0.4%00.0%UnchangedHistory
ELEVElevation Acquisition Group Inc.COM2,312,200$11.9M0.3%00.0%UnchangedHistory
OVIDOvid Therapeutics Inc.COM3,853,818$11.8M0.3%−2,997,233−43.7%ReducedHistory
IMUXImmunic, Inc.COM8,902,972$11.8M0.3%+8,902,972NewHistory
VTGNVistagen Therapeutics, Inc.COM2,000,000$10.6M0.3%00.0%UnchangedHistory
ELDNEledon Pharmaceuticals, Inc.COM4,326,710$8.91M0.2%00.0%UnchangedHistory
VERVVerve Therapeutics, Inc.COM650,000$8.63M0.2%00.0%UnchangedHistory
IMAImageneBio, Inc.COM4,769,164$6.77M0.2%00.0%UnchangedHistory
CDTXCidara Therapeutics, Inc.COM6,861,127$6.31M0.2%00.0%UnchangedHistory
VIGLVigil Neuroscience, Inc.COM1,813,633$6.18M0.2%00.0%UnchangedHistory
DCTHDelcath Systems, Inc.COM NEW1,202,067$5.73M0.2%+225,918+23.1%AddedHistory
UNCYUnicycive Therapeutics, Inc.COM3,611,601$4.98M0.1%+1,493,462+70.5%AddedHistory
ENGNWenGene Therapeutics Inc.*W EXP 10/31/202945,402$4.92M0.1%00.0%UnchangedHistory
SABSSAB Biotherapeutics, Inc.COM NEW917,826$4.17M0.1%00.0%UnchangedConverted for a 1-for-10 splitHistory
LXRXLexicon Pharmaceuticals, Inc.COM NEW1,686,924$4.05M0.1%−22,748,708−93.1%ReducedHistory
ANTXAN2 Therapeutics, Inc.COM1,239,470$4.03M0.1%−324,493−20.7%ReducedHistory
KRONKronos Bio, Inc.COM2,905,043$3.78M0.1%00.0%UnchangedHistory
Pieris Pharmaceuticals Inc720795103COM20,609,863$3.78M0.1%00.0%Unchanged–
VIRXViracta Therapeutics, Inc.COM3,614,662$3.69M0.1%00.0%UnchangedHistory
IVAInventiva S.A.ADS686,040$2.48M0.1%00.0%UnchangedHistory
FBRXForte Biosciences, Inc.COM2,982,105$2.09M0.1%00.0%UnchangedHistory
MOLNMolecular Partners AGADS443,221$1.72M<0.1%00.0%UnchangedHistory
MTEMMolecular Templates, Inc.COM NEW522,238$1.17M<0.1%−9,800−1.8%ReducedHistory
NLS Pharmaceutics LtdH57830103SHS5,747,126$1.04M<0.1%00.0%Unchanged–
Aslan Pharmaceuticals Ltd04522R200SPON ADS NEW1,049,999$646.0K<0.1%00.0%Unchanged–
CRVSCorvus Pharmaceuticals, Inc.COM361,406$643.3K<0.1%−1,009,541−73.6%ReducedHistory
RZLTRezolute, Inc.COM NEW190,815$486.6K<0.1%00.0%UnchangedHistory

Sold out since Q4 2023 (10)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of BVF Inc sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
AXSMAxsome Therapeutics, Inc.COM1,981,100$157.7M3.9%History
CNTACentessa Pharmaceuticals plcSPONSORED ADS8,774,570$69.8M1.7%History
RLAYRelay Therapeutics, Inc.COM3,970,045$43.7M1.1%History
XENEXenon Pharmaceuticals Inc.COM890,072$41.0M1.0%History
SLNSilence Therapeutics plcADS1,508,416$26.2M0.7%History
SYRESpyre Therapeutics, Inc.COM NEW687,080$14.8M0.4%History
STROSutro Biopharma, Inc.COM3,347,946$14.4M0.4%History
ITOSiTeos Therapeutics, Inc.COM1,259,476$13.8M0.3%History
IMVTImmunovant, Inc.COM300,000$12.6M0.3%History
Rain Oncology Inc.75082Q105COM3,526,729$4.23M0.1%–