13F HOLDINGS REPORT
BVF INC/IL
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000921895-23-001220
Total Value
$2.74B
Positions
72
Other Managers
1
Confidential Omitted
No
Holdings (72)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 21,751,284 | $465.3M | 17.01% |
| 2 | KYMERA THERAPEUTICS INC | KYMR | 4,739,004 | $140.4M | 5.13% |
| 3 | AXSOME THERAPEUTICS INC | AXSM | 2,131,100 | $131.4M | 4.81% |
| 4 | REVOLUTION MEDICINES INC | RVMDW | 4,955,588 | $107.3M | 3.92% |
| 5 | IONIS PHARMACEUTICALS INC | IONS | 2,560,761 | $91.5M | 3.35% |
| 6 | PROTAGONIST THERAPEUTICS INC | PTGX | 3,775,900 | $86.8M | 3.17% |
| 7 | GALAPAGOS NV | GLPGF | 2,165,109 | $83.7M | 3.06% |
| 8 | KURA ONCOLOGY INC | KURA | 6,730,983 | $82.3M | 3.01% |
| 9 | REPARE THERAPEUTICS INC | 760273102 | 8,291,988 | $81.6M | 2.98% |
| 10 | POINT BIOPHARMA GLOBAL INC | 730541109 | 10,563,748 | $76.8M | 2.81% |
| 11 | XOMA CORP DEL | XOMAP | 3,633,743 | $76.7M | 2.80% |
| 12 | GH RESEARCH PLC | GHRS | 9,275,158 | $74.1M | 2.71% |
| 13 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 4,007,413 | $68.9M | 2.52% |
| 14 | XENON PHARMACEUTICALS INC | XENE | 1,827,958 | $65.4M | 2.39% |
| 15 | MERUS N V | N5749R100 | 2,978,420 | $54.8M | 2.00% |
| 16 | ZYMEWORKS INC | ZYME | 5,870,000 | $53.1M | 1.94% |
| 17 | TYRA BIOSCIENCES INC | TYRA | 3,239,595 | $52.1M | 1.90% |
| 18 | RELAY THERAPEUTICS INC | RLAY | 3,120,521 | $51.4M | 1.88% |
| 19 | SYNDAX PHARMACEUTICALS INC | SNDX | 2,143,197 | $45.3M | 1.65% |
| 20 | CRINETICS PHARMACEUTICALS IN | CRNX | 2,736,613 | $44.0M | 1.61% |
| 21 | STRUCTURE THERAPEUTICS INC | GPCR | 1,750,000 | $41.6M | 1.52% |
| 22 | IMMUNOVANT INC | IMVT | 2,561,000 | $39.7M | 1.45% |
| 23 | LEXICON PHARMACEUTICALS INC | LXRX | 16,149,179 | $39.2M | 1.43% |
| 24 | REPLIMUNE GROUP INC | REPL | 2,143,036 | $37.8M | 1.38% |
| 25 | CTI BIOPHARMA CORP | 12648L601 | 8,813,021 | $37.0M | 1.35% |
| 26 | CENTESSA PHARMACEUTICALS PLC | CNTA | 9,423,215 | $36.3M | 1.33% |
| 27 | IDEAYA BIOSCIENCES INC | IDYA | 2,455,089 | $33.7M | 1.23% |
| 28 | CULLINAN ONCOLOGY INC | CGEM | 3,196,701 | $32.7M | 1.20% |
| 29 | RAIN ONCOLOGY INC | 75082Q105 | 3,526,729 | $30.8M | 1.13% |
| 30 | 89BIO INC | 282559103 | 1,846,154 | $28.1M | 1.03% |
| 31 | ACLARIS THERAPEUTICS INC | ACRS | 3,360,941 | $27.2M | 0.99% |
| 32 | ALLAKOS INC | 01671P100 | 6,060,247 | $27.0M | 0.99% |
| 33 | OLEMA PHARMACEUTICALS INC | OLMA | 7,611,503 | $26.4M | 0.97% |
| 34 | ESSA PHARMA INC | 29668H708 | 8,748,629 | $26.0M | 0.95% |
| 35 | ITEOS THERAPEUTICS INC | 46565G104 | 1,810,835 | $24.6M | 0.90% |
| 36 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 1,521,948 | $20.5M | 0.75% |
| 37 | JANUX THERAPEUTICS INC | JANX | 1,585,677 | $19.2M | 0.70% |
| 38 | THIRD HARMONIC BIO INC | 88427A107 | 4,365,933 | $18.0M | 0.66% |
| 39 | CALLIDITAS THERAPEUTICS AB | 13124Q106 | 750,000 | $18.0M | 0.66% |
| 40 | JASPER THERAPEUTICS INC | JSPRW | 9,900,000 | $17.9M | 0.66% |
| 41 | VIGIL NEUROSCIENCE INC | 92673K108 | 1,813,633 | $17.8M | 0.65% |
| 42 | OVID THERAPEUTICS INC | OVID | 6,851,051 | $17.7M | 0.65% |
| 43 | AC IMMUNE SA | ACIU | 7,428,379 | $17.4M | 0.64% |
| 44 | SUTRO BIOPHARMA INC | STRO | 3,347,946 | $15.5M | 0.57% |
| 45 | AN2 THERAPEUTICS INC | ANTX | 1,563,963 | $15.4M | 0.56% |
| 46 | GLYCOMIMETICS INC | 38000Q102 | 9,544,262 | $12.0M | 0.44% |
| 47 | IKENA ONCOLOGY INC | 45175G108 | 3,169,164 | $10.9M | 0.40% |
| 48 | CYTOMX THERAPEUTICS INC | CTMX | 6,595,801 | $10.0M | 0.36% |
| 49 | ARAVIVE INC | 03890D108 | 4,784,214 | $9.6M | 0.35% |
| 50 | VERVE THERAPEUTICS INC | 92539P101 | 650,000 | $9.4M | 0.34% |
| 51 | SILENCE THERAPEUTICS PLC | SLNCF | 1,508,416 | $9.4M | 0.34% |
| 52 | CIDARA THERAPEUTICS INC | 171757107 | 6,861,127 | $8.7M | 0.32% |
| 53 | NLS PHARMACEUTICS LTD | H57830103 | 5,747,126 | $8.7M | 0.32% |
| 54 | VERASTEM INC | VSTM | 19,022,656 | $7.9M | 0.29% |
| 55 | ALPINE IMMUNE SCIENCES INC | 02083G100 | 858,339 | $6.6M | 0.24% |
| 56 | VIRACTA THERAPEUTICS INC | 92765F108 | 3,614,662 | $5.7M | 0.21% |
| 57 | ELEDON PHARMACEUTICALS INC | ELDN | 2,326,710 | $5.5M | 0.20% |
| 58 | PIERIS PHARMACEUTICALS INC | 720795103 | 5,080,320 | $5.0M | 0.18% |
| 59 | ELEVATION ONCOLOGY INC | 28623U101 | 2,312,200 | $4.4M | 0.16% |
| 60 | VIRIDIAN THERAPEUTICS INC | VRDN | 168,000 | $4.3M | 0.16% |
| 61 | HILLEVAX INC | 43157M102 | 248,579 | $4.1M | 0.15% |
| 62 | MOLECULAR PARTNERS AG | MOLN | 443,221 | $2.7M | 0.10% |
| 63 | INVENTIVA SA | IVEVF | 686,040 | $2.5M | 0.09% |
| 64 | AADI BIOSCIENCE INC | WHWK | 318,205 | $2.3M | 0.08% |
| 65 | MOLECULAR TEMPLATES INC | 608550109 | 4,996,565 | $1.9M | 0.07% |
| 66 | IMMUNIC INC | IMUX | 1,149,425 | $1.7M | 0.06% |
| 67 | CORVUS PHARMACEUTICALS INC | CRVS | 1,370,947 | $1.2M | 0.05% |
| 68 | INFINITY PHARMACEUTICALS INC | 45665G303 | 6,353,645 | $1.0M | 0.04% |
| 69 | ANGION BIOMEDICA CORP | ANGI | 1,071,297 | $621,352 | 0.02% |
| 70 | GALMED PHARMACEUTICALS LTD | GLMD | 1,347,755 | $574,818 | 0.02% |
| 71 | REZOLUTE INC | RZLT | 190,815 | $366,365 | 0.01% |
| 72 | BIONOMICS LIMITED | 09063M205 | 80,971 | $210,525 | 0.01% |