BVF Inc
- SEC CIK
- 0001056807
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 46
- +2 vs. Q2 2025
- Portfolio value
- $2.47B
- −$332.2M (−11.9%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KYMRKymera Therapeutics, Inc. | COM | 5,502,710 | $311.5M | 12.6% | 00.0% | Unchanged | History |
| RVMDRevolution Medicines, Inc. | COM | 3,974,913 | $185.6M | 7.5% | −1,007,471−20.2% | Reduced | History |
| PTGXProtagonist Therapeutics, Inc | COM | 2,560,916 | $170.1M | 6.9% | −650,125−20.2% | Reduced | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 19,751,284 | $141.6M | 5.7% | 00.0% | Unchanged | History |
| CDTXCidara Therapeutics, Inc. | COM NEW | 1,414,165 | $135.4M | 5.5% | +627,773+79.8% | Added | History |
| GHRSGH Research PLC | ORDINARY SHARES | 8,827,712 | $126.2M | 5.1% | 00.0% | Unchanged | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 1,495,290 | $109.6M | 4.4% | −1,266,043−45.8% | Reduced | History |
| XOMAXOMA Royalty Corp | COM NEW | 2,590,303 | $99.8M | 4.0% | 00.0% | Unchanged | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 3,203,917 | $89.7M | 3.6% | +1,432,500+80.9% | Added | History |
| KURAKura Oncology, Inc. | COM | 8,617,162 | $76.3M | 3.1% | +863,033+11.1% | Added | History |
| SEPNSepterna, Inc. | COM | 4,015,790 | $75.5M | 3.1% | −380,334−8.7% | Reduced | History |
| PVLAPalvella Therapeutics, Inc. | COM | 1,161,249 | $72.8M | 3.0% | +464,694+66.7% | Added | History |
| NKTRNektar Therapeutics | COM NEW | 1,276,595 | $72.6M | 2.9% | +1,276,595 | New | History |
| ZYMEZymeworks Inc. | COM | 3,938,641 | $67.3M | 2.7% | −370,294−8.6% | Reduced | History |
| AXSMAxsome Therapeutics, Inc. | COM | 486,757 | $59.1M | 2.4% | −1,203,464−71.2% | Reduced | History |
| ACIUAC Immune SA | SHS | 19,822,436 | $57.3M | 2.3% | 00.0% | Unchanged | History |
| IMCRImmunocore Holdings plc | ADS | 1,574,288 | $57.2M | 2.3% | +550,000+53.7% | Added | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 5,295,893 | $51.8M | 2.1% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 3,649,794 | $51.1M | 2.1% | −294,400−7.5% | Reduced | History |
| ABVXAbivax S.A. | SPONSORED ADS | 558,031 | $47.4M | 1.9% | +558,031 | New | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 5,660,132 | $41.9M | 1.7% | 00.0% | Unchanged | History |
| FDMT4D Molecular Therapeutics, Inc. | COM | 4,629,289 | $40.2M | 1.6% | 00.0% | Unchanged | History |
| STOKStoke Therapeutics, Inc. | COM | 1,657,096 | $38.9M | 1.6% | +1,657,096 | New | History |
| CGEMCullinan Therapeutics, Inc. | COM | 5,750,683 | $34.1M | 1.4% | 00.0% | Unchanged | History |
| CELCCelcuity Inc. | COM | 658,421 | $32.5M | 1.3% | −2,807,579−81.0% | Reduced | History |
| XNCRXencor Inc | COM | 2,740,141 | $32.1M | 1.3% | 00.0% | Unchanged | History |
| FHTXFoghorn Therapeutics Inc. | COM | 5,302,000 | $25.9M | 1.1% | 00.0% | Unchanged | History |
| ANNXAnnexon, Inc. | COM | 7,000,000 | $21.4M | 0.9% | 00.0% | Unchanged | History |
| RPTXRepare Therapeutics Inc. | COM | 10,333,600 | $18.2M | 0.7% | 00.0% | Unchanged | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 1,355,256 | $17.2M | 0.7% | +327,207+31.8% | Added | History |
| CMPXCompass Therapeutics, Inc. | COM | 4,750,000 | $16.6M | 0.7% | +4,750,000 | New | History |
| CBIOCrescent Biopharma, Inc. | COM | 1,387,863 | $16.5M | 0.7% | 00.0% | Unchanged | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 6,293,282 | $16.3M | 0.7% | 00.0% | Unchanged | History |
| TCRXTScan Therapeutics, Inc. | COM | 5,226,074 | $9.51M | 0.4% | 00.0% | Unchanged | History |
| PEPGPepGen Inc. | COM | 1,915,000 | $8.85M | 0.4% | +1,915,000 | New | History |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 2,233,742 | $7.64M | 0.3% | +2,233,742 | New | History |
| IMUXImmunic, Inc. | COM | 7,652,972 | $6.75M | 0.3% | 00.0% | Unchanged | History |
| IMAImageneBio, Inc. | COM | 802,102 | $6.54M | 0.3% | +468,222+140.2% | AddedConverted for a 1-for-12 split | History |
| MOLNMolecular Partners AG | ADS | 1,353,968 | $5.02M | 0.2% | 00.0% | Unchanged | History |
| IVAInventiva S.A. | ADS | 686,040 | $3.97M | 0.2% | 00.0% | Unchanged | History |
| TENXTenax Therapeutics, Inc. | COM NEW | 339,549 | $2.58M | 0.1% | 00.0% | Unchanged | History |
| EPIXESSA Pharma Inc. | COM NEW | 11,668,473 | $2.23M | 0.1% | +2,919,844+33.4% | Added | History |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 932,697 | $1.87M | 0.1% | +14,871+1.6% | Added | History |
| FBRXForte Biosciences, Inc. | COM NEW | 65,350 | $980.3K | <0.1% | −522,994−88.9% | Reduced | History |
| ENGNWenGene Therapeutics Inc. | *W EXP 10/31/202 | 945,402 | $680.7K | <0.1% | 00.0% | Unchanged | History |
| NLS Pharmaceutics LtdH57830137 | COM NEW | 143,676 | $262.9K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q2 2025 (4)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| IONSIonis Pharmaceuticals Inc | COM | 1,913,385 | $75.6M | 2.7% | History |
| VSTMVerastem, Inc. | COM NEW | 3,404,425 | $14.1M | 0.5% | History |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 1,154,692 | $9.24M | 0.3% | History |
| OVIDOvid Therapeutics Inc. | COM | 3,853,818 | $1.27M | <0.1% | History |