BVF Inc
- SEC CIK
- 0001056807
- 最新申報
- 2026/8/14
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 79
- 較 2022 年第 1 季 −2
- 總值
- $20.7 億
- 較 2022 年第 1 季 −$4.29 億 (−17.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| RPTXRepare Therapeutics Inc. | COM | 8,291,988 | $1.16 億 | 5.6% | +2,433,212+41.5% | 加碼 | 歷史 |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 21,751,284 | $1.14 億 | 5.5% | +21,751,284 | 新進 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 3,960,948 | $1.00 億 | 4.8% | 00.0% | 不變 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 7,509,059 | $9,627 萬 | 4.6% | +2,139,600+39.8% | 加碼 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 9,275,158 | $9,257 萬 | 4.5% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 4,081,431 | $9,240 萬 | 4.5% | −53,640−1.3% | 減碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 4,138,758 | $8,149 萬 | 3.9% | +552,100+15.4% | 加碼 | 歷史 |
| XOMAXOMA Royalty Corp | COM NEW | 3,530,543 | $7,866 萬 | 3.8% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 4,384,805 | $7,345 萬 | 3.5% | −145,800−3.2% | 減碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 3,678,947 | $6,861 萬 | 3.3% | +675,068+22.5% | 加碼 | 歷史 |
| KURAKura Oncology, Inc. | COM | 3,203,783 | $5,873 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| ACRSAclaris Therapeutics, Inc. | COM | 3,976,543 | $5,551 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| CTICCti Biopharma Corp | COM | 8,929,690 | $5,331 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| EQRXEQRx, Inc. | COM | 10,648,527 | $4,994 萬 | 2.4% | −1,377,043−11.5% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,597,966 | $4,861 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 1,276,574 | $4,726 萬 | 2.3% | +1,276,574 | 新進 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 2,356,934 | $4,535 萬 | 2.2% | −37,780−1.6% | 減碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 2,255,588 | $4,396 萬 | 2.1% | +445,039+24.6% | 加碼 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 1,929,201 | $3,974 萬 | 1.9% | +529,000+37.8% | 加碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 2,794,859 | $3,857 萬 | 1.9% | +1,194,300+74.6% | 加碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 6,894,345 | $3,358 萬 | 1.6% | +5,138,800+292.7% | 加碼 | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 1,659,220 | $3,151 萬 | 1.5% | +11,820+0.7% | 加碼 | 歷史 |
| CINCCinCor Pharma, Inc. | COM | 1,644,393 | $3,098 萬 | 1.5% | −90,900−5.2% | 減碼 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 7,611,503 | $3,098 萬 | 1.5% | +200,000+2.7% | 加碼 | 歷史 |
| FDMT4D Molecular Therapeutics, Inc. | COM | 4,007,413 | $2,797 萬 | 1.4% | +1,342,892+50.4% | 加碼 | 歷史 |
| ACIUAC Immune SA | SHS | 7,428,379 | $2,682 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 14,149,179 | $2,632 萬 | 1.3% | −207,410−1.4% | 減碼 | 歷史 |
| VSTMVerastem, Inc. | COM | 19,974,658 | $2,317 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 3,367,826 | $2,294 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| NUVLNuvalent, Inc. | COM | 1,666,282 | $2,260 萬 | 1.1% | +976,864+141.7% | 加碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 2,257,174 | $2,036 萬 | 1.0% | +724,892+47.3% | 加碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 1,744,012 | $2,018 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Rain Oncology Inc.75082Q105 | COM | 3,526,729 | $1,961 萬 | 0.9% | 00.0% | 不變 | – |
| STROSutro Biopharma, Inc. | COM | 3,447,946 | $1,796 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 1,470,334 | $1,795 萬 | 0.9% | +327,994+28.7% | 加碼 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 2,472,327 | $1,768 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| REPLReplimune Group, Inc. | COM | 926,529 | $1,620 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CNCEConcert Pharmaceuticals, Inc. | COM | 3,629,000 | $1,528 萬 | 0.7% | +1,376,000+61.1% | 加碼 | 歷史 |
| OVIDOvid Therapeutics Inc. | COM | 6,851,051 | $1,473 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ANNXAnnexon, Inc. | COM | 3,780,694 | $1,425 萬 | 0.7% | +3,780,694 | 新進 | 歷史 |
| VIRXViracta Therapeutics, Inc. | COM | 3,614,662 | $1,403 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Calliditas Therapeutics AB13124Q106 | SPONSERED ADS | 750,000 | $1,348 萬 | 0.7% | 00.0% | 不變 | – |
| ETNB89bio, Inc. | COM | 3,898,000 | $1,255 萬 | 0.6% | +3,898,000 | 新進 | 歷史 |
| ANTXAN2 Therapeutics, Inc. | COM | 1,616,665 | $1,253 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CFRXCONTRAFECT Corp | COM NEW | 3,972,300 | $1,220 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| EPIXESSA Pharma Inc. | COM NEW | 3,698,629 | $1,165 萬 | 0.6% | +3,000+0.1% | 加碼 | 歷史 |
| IMAImageneBio, Inc. | COM | 2,503,071 | $1,109 萬 | 0.5% | +1,500+0.1% | 加碼 | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 1,275,240 | $1,085 萬 | 0.5% | −314,255−19.8% | 減碼 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 879,085 | $1,083 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 5,803,700 | $1,062 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GBIOGeneration Bio Co. | COM | 1,556,032 | $1,027 萬 | 0.5% | −1,246,918−44.5% | 減碼 | 歷史 |
| Pieris Pharmaceuticals Inc720795103 | COM | 5,080,320 | $950.0 萬 | 0.5% | −247,919−4.7% | 減碼 | – |
| PTGXProtagonist Therapeutics, Inc | COM | 1,106,838 | $875.5 萬 | 0.4% | −3,076,381−73.5% | 減碼 | 歷史 |
| SLNSilence Therapeutics plc | ADS | 666,666 | $790.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 2,938,851 | $699.4 萬 | 0.3% | +77,000+2.7% | 加碼 | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 9,544,262 | $570.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ELDNEledon Pharmaceuticals, Inc. | COM | 2,326,710 | $567.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MTEMMolecular Templates, Inc. | COM | 4,996,565 | $455.5 萬 | 0.2% | +949,830+23.5% | 加碼 | 歷史 |
| HLVXHilleVax, Inc. | COM | 382,513 | $418.1 萬 | 0.2% | +382,513 | 新進 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 154,000 | $415.2 萬 | 0.2% | +154,000 | 新進 | 歷史 |
| INFIInfinity Pharmaceuticals, Inc. | COM | 6,353,645 | $401.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IVAInventiva S.A. | ADS | 686,040 | $399.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CDTXCidara Therapeutics, Inc. | COM | 6,861,127 | $335.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ELEVElevation Acquisition Group Inc. | COM | 2,312,200 | $323.7 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| MOLNMolecular Partners AG | ADS | 443,221 | $298.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPROSpero Therapeutics, Inc. | COM | 3,089,615 | $228.9 萬 | 0.1% | +1,504,000+94.9% | 加碼 | 歷史 |
| RNACCartesian Therapeutics, Inc. | COM | 1,723,133 | $225.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Forward Pharma A/S34986J204 | SPONSORD ADS NEW | 513,791 | $222.5 萬 | 0.1% | +80,899+18.7% | 加碼 | – |
| LITSLite Strategy, Inc. | COM NEW | 3,532,057 | $213.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Erytech Pharma29604W108 | SPONSORED ADR | 1,314,656 | $144.0 萬 | 0.1% | 00.0% | 不變 | – |
| RNTXRein Therapeutics, Inc. | COM | 5,265,555 | $136.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 1,370,947 | $135.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EOCNGalmed Pharmaceuticals Ltd. | SHS | 1,799,694 | $122.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ELTXElicio Therapeutics, Inc. | COM | 1,071,297 | $122.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CALACalithera Biosciences, Inc. | COM NEW | 464,742 | $114.3 萬 | 0.1% | 00.0% | 不變依 1 比 20 拆股換算 | 歷史 |
| VYGRVoyager Therapeutics, Inc. | COM | 140,000 | $82.7 萬 | <0.1% | −1,049,100−88.2% | 減碼 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM | 847,879 | $81.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RZLTRezolute, Inc. | COM NEW | 190,815 | $61.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNOXBionomics Ltd | ADS | 80,971 | $55.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（8 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ARGXArgenx SE | SPONSORED ADR | 316,204 | $9,970 萬 | 4.0% | 歷史 |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 1,046,283 | $6,489 萬 | 2.6% | 歷史 |
| NGMNGM Biopharmaceuticals Inc | COM | 955,000 | $1,456 萬 | 0.6% | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 809,282 | $802.8 萬 | 0.3% | 歷史 |
| GNCAGenocea Biosciences, Inc. | COM NEW | 4,012,404 | $501.6 萬 | 0.2% | 歷史 |
| Radius Health, Inc.750469207 | COM NEW | 378,000 | $333.8 萬 | 0.1% | – |
| ABOSAcumen Pharmaceuticals, Inc. | COM | 289,663 | $113.3 萬 | <0.1% | 歷史 |
| JNCEJounce Therapeutics, Inc. | COM | 126,797 | $86.1 萬 | <0.1% | 歷史 |