BVF Inc
- SEC CIK
- 0001056807
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 53
- −2 vs. Q3 2024
- Portfolio value
- $2.95B
- −$467.6M (−13.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 19,751,284 | $1.07B | 36.2% | −2,000,000−9.2% | Reduced | History |
| KYMRKymera Therapeutics, Inc. | COM | 5,161,801 | $207.7M | 7.0% | 00.0% | Unchanged | History |
| RVMDRevolution Medicines, Inc. | COM | 4,181,179 | $182.9M | 6.2% | +702,567+20.2% | Added | History |
| AXSMAxsome Therapeutics, Inc. | COM | 1,388,064 | $117.4M | 4.0% | +342,064+32.7% | Added | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 2,796,513 | $115.6M | 3.9% | −279,394−9.1% | Reduced | History |
| XOMAXOMA Royalty Corp | COM NEW | 3,633,743 | $95.5M | 3.2% | 00.0% | Unchanged | History |
| PTGXProtagonist Therapeutics, Inc | COM | 1,900,015 | $73.3M | 2.5% | +49,848+2.7% | Added | History |
| GHRSGH Research PLC | ORDINARY SHARES | 10,400,158 | $72.8M | 2.5% | 00.0% | Unchanged | History |
| CGEMCullinan Therapeutics, Inc. | COM | 5,750,683 | $70.0M | 2.4% | 00.0% | Unchanged | History |
| ZYMEZymeworks Inc. | COM | 4,308,935 | $63.1M | 2.1% | −299,000−6.5% | Reduced | History |
| SEPNSepterna, Inc. | COM | 2,452,024 | $56.2M | 1.9% | +2,452,024 | New | History |
| TYRATyra Biosciences, Inc. | COM | 3,944,194 | $54.8M | 1.9% | −717,000−15.4% | Reduced | History |
| ACIUAC Immune SA | SHS | 19,522,436 | $52.7M | 1.8% | 00.0% | Unchanged | History |
| XNCRXencor Inc | COM | 2,288,760 | $52.6M | 1.8% | +1,438,760+169.3% | Added | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 1,771,417 | $48.0M | 1.6% | −467,569−20.9% | Reduced | History |
| CELCCelcuity Inc. | COM | 3,466,000 | $45.4M | 1.5% | 00.0% | Unchanged | History |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 1,569,422 | $43.2M | 1.5% | 00.0% | Unchanged | History |
| VERVVerve Therapeutics, Inc. | COM | 6,904,050 | $38.9M | 1.3% | +6,254,050+962.2% | Added | History |
| ANNXAnnexon, Inc. | COM | 7,000,000 | $35.9M | 1.2% | 00.0% | Unchanged | History |
| AGIOAgios Pharmaceuticals, Inc. | COM | 1,073,755 | $35.3M | 1.2% | −116,352−9.8% | Reduced | History |
| ETNB89bio, Inc. | COM | 4,333,885 | $33.9M | 1.1% | −2,477,746−36.4% | Reduced | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 5,715,893 | $33.3M | 1.1% | −3,420,000−37.4% | Reduced | History |
| CDTXCidara Therapeutics, Inc. | COM NEW | 1,092,796 | $29.4M | 1.0% | +389,731+55.4% | Added | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 6,293,282 | $25.9M | 0.9% | 00.0% | Unchanged | History |
| FHTXFoghorn Therapeutics Inc. | COM | 5,302,000 | $25.0M | 0.8% | 00.0% | Unchanged | History |
| THRDThird Harmonic Bio, Inc. | COM | 2,372,933 | $24.4M | 0.8% | −1,993,000−45.6% | Reduced | History |
| KURAKura Oncology, Inc. | COM | 2,567,469 | $22.4M | 0.8% | −804,292−23.9% | Reduced | History |
| ALLKAllakos Inc. | COM | 16,552,417 | $20.0M | 0.7% | 00.0% | Unchanged | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 2,764,471 | $19.2M | 0.7% | +2,764,471 | New | History |
| ITOSiTeos Therapeutics, Inc. | COM | 2,325,000 | $17.9M | 0.6% | +2,325,000 | New | History |
| EPIXESSA Pharma Inc. | COM NEW | 8,748,629 | $15.7M | 0.5% | 00.0% | Unchanged | History |
| FDMT4D Molecular Therapeutics, Inc. | COM | 2,670,642 | $14.9M | 0.5% | −4,712,000−63.8% | Reduced | History |
| RAPTRAPT Therapeutics, Inc. | COM | 9,237,556 | $14.6M | 0.5% | +9,237,556 | New | History |
| ENGNenGene Therapeutics Inc. | COM | 2,106,037 | $14.0M | 0.5% | −145,000−6.4% | Reduced | History |
| RPTXRepare Therapeutics Inc. | COM | 10,333,600 | $13.5M | 0.5% | 00.0% | Unchanged | History |
| FBRXForte Biosciences, Inc. | COM NEW | 594,282 | $13.5M | 0.5% | +475,000+398.2% | Added | History |
| VSTMVerastem, Inc. | COM NEW | 2,100,468 | $10.9M | 0.4% | +415,249+24.6% | Added | History |
| TCRXTScan Therapeutics, Inc. | COM | 2,989,474 | $9.09M | 0.3% | 00.0% | Unchanged | History |
| IMUXImmunic, Inc. | COM | 8,902,972 | $8.90M | 0.3% | 00.0% | Unchanged | History |
| PVLAPalvella Therapeutics, Inc. | COM | 696,555 | $8.36M | 0.3% | +438,929+170.4% | Added | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 1,036,679 | $7.70M | 0.3% | +69,679+7.2% | Added | History |
| IMAImageneBio, Inc. | COM | 4,006,564 | $6.57M | 0.2% | −762,600−16.0% | Reduced | History |
| MOLNMolecular Partners AG | ADS | 1,353,968 | $6.46M | 0.2% | +910,747+205.5% | Added | History |
| CTMXCytomX Therapeutics, Inc. | COM | 5,228,461 | $5.39M | 0.2% | 00.0% | Unchanged | History |
| OVIDOvid Therapeutics Inc. | COM | 3,853,818 | $3.60M | 0.1% | 00.0% | Unchanged | History |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 917,826 | $3.51M | 0.1% | 00.0% | Unchanged | History |
| VIGLVigil Neuroscience, Inc. | COM | 1,813,633 | $3.08M | 0.1% | 00.0% | Unchanged | History |
| CBIOCrescent Biopharma, Inc. | COM | 9,544,262 | $2.38M | 0.1% | 00.0% | Unchanged | History |
| TENXTenax Therapeutics, Inc. | COM NEW | 339,549 | $2.10M | 0.1% | 00.0% | Unchanged | History |
| ELEVElevation Acquisition Group Inc. | COM | 2,966,836 | $1.67M | 0.1% | 00.0% | Unchanged | History |
| IVAInventiva S.A. | ADS | 686,040 | $1.47M | <0.1% | 00.0% | Unchanged | History |
| ENGNWenGene Therapeutics Inc. | *W EXP 10/31/202 | 945,402 | $803.7K | <0.1% | 00.0% | Unchanged | History |
| NLS Pharmaceutics LtdH57830137 | COM NEW | 143,676 | $303.2K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q3 2024 (6)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| IONSIonis Pharmaceuticals Inc | COM | 1,451,879 | $58.2M | 1.7% | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 1,409,993 | $44.7M | 1.3% | History |
| CGONCG Oncology, Inc. | COM | 994,596 | $37.5M | 1.1% | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 1,521,948 | $25.3M | 0.7% | History |
| VTGNVistagen Therapeutics, Inc. | COM | 2,000,000 | $6.02M | 0.2% | History |
| MTEMMolecular Templates, Inc. | COM NEW | 522,238 | $733.7K | <0.1% | History |