Skip to main content
Livermore
Livermore
ZHEN

BVF Inc

SEC CIK
0001056807
Latest filing
Aug 14, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
60
−2 vs. Q1 2024
Portfolio value
$3.57B
−$69.4M (−1.9%) vs. Q1 2024
Filed
Aug 14, 2024
SEC
Holdings of BVF Inc in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
MLTXMoonLake ImmunotherapeuticsCLASS A ORD21,751,284$956.4M26.8%00.0%UnchangedHistory
RVMDRevolution Medicines, Inc.COM5,981,212$232.1M6.5%00.0%UnchangedHistory
KYMRKymera Therapeutics, Inc.COM5,161,801$154.1M4.3%00.0%UnchangedHistory
IONSIonis Pharmaceuticals IncCOM3,186,376$151.9M4.3%+757,763+31.2%AddedHistory
MIRMMirum Pharmaceuticals, Inc.COM4,370,024$149.4M4.2%00.0%UnchangedHistory
GHRSGH Research PLCORDINARY SHARES10,400,158$121.3M3.4%00.0%UnchangedHistory
PTGXProtagonist Therapeutics, IncCOM3,319,290$115.0M3.2%−436,700−11.6%ReducedHistory
CGEMCullinan Therapeutics, Inc.COM5,750,683$100.3M2.8%+2,553,982+79.9%AddedHistory
OLMAOlema Pharmaceuticals, Inc.COM9,135,893$98.9M2.8%00.0%UnchangedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS2,487,762$97.7M2.7%+1,674,774+206.0%AddedHistory
XOMAXOMA Royalty CorpCOM NEW3,633,743$86.1M2.4%00.0%UnchangedHistory
KURAKura Oncology, Inc.COM4,082,037$84.0M2.4%−704,256−14.7%ReducedHistory
FDMT4D Molecular Therapeutics, Inc.COM3,922,413$82.3M2.3%00.0%UnchangedHistory
AXSMAxsome Therapeutics, Inc.COM955,000$76.9M2.2%+955,000NewHistory
CGONCG Oncology, Inc.COM2,417,885$76.3M2.1%+533,694+28.3%AddedHistory
MRUSMerus N.V.COM1,279,049$75.7M2.1%+106,800+9.1%AddedHistory
ACIUAC Immune SASHS18,834,936$75.2M2.1%+4,263,700+29.3%AddedHistory
TYRATyra Biosciences, Inc.COM4,661,194$74.5M2.1%00.0%UnchangedHistory
ETNB89bio, Inc.COM7,568,479$60.6M1.7%+3,521,125+87.0%AddedHistory
CELCCelcuity Inc.COM3,466,000$56.8M1.6%+3,466,000NewHistory
THRDThird Harmonic Bio, Inc.COM4,365,933$56.8M1.6%00.0%UnchangedHistory
AGIOAgios Pharmaceuticals, Inc.COM1,190,107$51.3M1.4%+1,190,107NewHistory
ZYMEZymeworks Inc.COM5,870,000$50.0M1.4%00.0%UnchangedHistory
EPIXESSA Pharma Inc.COM NEW8,748,629$46.0M1.3%00.0%UnchangedHistory
IDYAIDEAYA Biosciences, Inc.COM1,162,306$40.8M1.1%00.0%UnchangedHistory
LKFTLakefront Biotherapeutics NVSPON ADR1,569,422$38.9M1.1%−294,387−15.8%ReducedHistory
ANNXAnnexon, Inc.COM7,000,000$34.3M1.0%00.0%UnchangedHistory
RPTXRepare Therapeutics Inc.COM10,333,600$34.1M1.0%00.0%UnchangedHistory
FHTXFoghorn Therapeutics Inc.COM5,302,000$30.5M0.9%+5,302,000NewHistory
Calliditas Therapeutics AB13124Q106SPONSERED ADS750,000$29.2M0.8%00.0%Unchanged–
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES1,521,948$29.2M0.8%00.0%UnchangedHistory
ROIVRoivant Sciences Ltd.SHS2,742,409$29.0M0.8%00.0%UnchangedHistory
ENGNenGene Therapeutics Inc.COM2,251,037$21.2M0.6%00.0%UnchangedHistory
JANXJanux Therapeutics, Inc.COM441,528$18.5M0.5%−2,478,290−84.9%ReducedHistory
TCRXTScan Therapeutics, Inc.COM2,989,474$17.5M0.5%00.0%UnchangedHistory
ELDNEledon Pharmaceuticals, Inc.COM6,293,282$16.6M0.5%+1,966,572+45.5%AddedHistory
ALLKAllakos Inc.COM16,552,417$16.6M0.5%00.0%UnchangedHistory
IMUXImmunic, Inc.COM8,902,972$9.88M0.3%00.0%UnchangedHistory
IMAImageneBio, Inc.COM4,769,164$7.87M0.2%00.0%UnchangedHistory
VIGLVigil Neuroscience, Inc.COM1,813,633$7.25M0.2%00.0%UnchangedHistory
VTGNVistagen Therapeutics, Inc.COM2,000,000$6.96M0.2%00.0%UnchangedHistory
CTMXCytomX Therapeutics, Inc.COM5,228,461$6.38M0.2%−1,367,340−20.7%ReducedHistory
ELEVElevation Acquisition Group Inc.COM2,312,200$6.24M0.2%00.0%UnchangedHistory
VSTMVerastem, Inc.COM NEW1,685,219$5.02M0.1%00.0%UnchangedHistory
CDTXCidara Therapeutics, Inc.COM NEW343,055$4.10M0.1%00.0%UnchangedConverted for a 1-for-20 splitHistory
VERVVerve Therapeutics, Inc.COM650,000$3.17M0.1%00.0%UnchangedHistory
MOLNMolecular Partners AGADS443,221$3.17M0.1%00.0%UnchangedHistory
OVIDOvid Therapeutics Inc.COM3,853,818$2.96M0.1%00.0%UnchangedHistory
SABSSAB Biotherapeutics, Inc.COM NEW917,826$2.85M0.1%00.0%UnchangedHistory
CBIOCrescent Biopharma, Inc.COM9,544,262$2.69M0.1%00.0%UnchangedHistory
PVLAPalvella Therapeutics, Inc.COM NEW257,626$2.55M0.1%+257,626NewHistory
IVAInventiva S.A.ADS686,040$2.02M0.1%00.0%UnchangedHistory
VIRXViracta Therapeutics, Inc.COM3,614,662$1.97M0.1%00.0%UnchangedHistory
FBRXForte Biosciences, Inc.COM2,982,105$1.60M<0.1%00.0%UnchangedHistory
ENGNWenGene Therapeutics Inc.*W EXP 10/31/202945,402$1.31M<0.1%00.0%UnchangedHistory
NLS Pharmaceutics LtdH57830103SHS5,747,126$1.25M<0.1%00.0%Unchanged–
UNCYUnicycive Therapeutics, Inc.COM2,200,000$1.10M<0.1%−1,411,601−39.1%ReducedHistory
RZLTRezolute, Inc.COM NEW190,815$820.5K<0.1%00.0%UnchangedHistory
MTEMMolecular Templates, Inc.COM NEW522,238$600.6K<0.1%00.0%UnchangedHistory
Aslan Pharmaceuticals Ltd04522R200SPON ADS NEW1,049,999$315.0K<0.1%00.0%Unchanged–

Sold out since Q1 2024 (7)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of BVF Inc sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
SNDXSyndax Pharmaceuticals IncCOM1,875,000$44.6M1.2%History
DCTHDelcath Systems, Inc.COM NEW1,202,067$5.73M0.2%History
LXRXLexicon Pharmaceuticals, Inc.COM NEW1,686,924$4.05M0.1%History
ANTXAN2 Therapeutics, Inc.COM1,239,470$4.03M0.1%History
KRONKronos Bio, Inc.COM2,905,043$3.78M0.1%History
Pieris Pharmaceuticals Inc720795103COM20,609,863$3.78M0.1%–
CRVSCorvus Pharmaceuticals, Inc.COM361,406$643.3K<0.1%History