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

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