13F HOLDINGS REPORT
BVF INC/IL
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000921895-23-002623
Total Value
$3.71B
Positions
69
Other Managers
1
Confidential Omitted
No
Holdings (69)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 21,751,284 | $1.24B | 33.43% |
| 2 | IONIS PHARMACEUTICALS INC | IONS | 4,004,613 | $181.6M | 4.90% |
| 3 | AXSOME THERAPEUTICS INC | AXSM | 2,131,100 | $148.9M | 4.02% |
| 4 | IDEAYA BIOSCIENCES INC | IDYA | 5,283,489 | $142.5M | 3.84% |
| 5 | MIRUM PHARMACEUTICALS INC | MIRM | 4,370,024 | $138.1M | 3.72% |
| 6 | OLEMA PHARMACEUTICALS INC | OLMA | 9,135,893 | $112.8M | 3.04% |
| 7 | REVOLUTION MEDICINES INC | RVMDW | 3,981,212 | $110.2M | 2.97% |
| 8 | REPARE THERAPEUTICS INC | 760273102 | 8,291,988 | $100.2M | 2.70% |
| 9 | PROTAGONIST THERAPEUTICS INC | PTGX | 5,744,848 | $95.8M | 2.58% |
| 10 | GH RESEARCH PLC | GHRS | 9,275,158 | $93.2M | 2.51% |
| 11 | STRUCTURE THERAPEUTICS INC | GPCR | 1,750,000 | $88.2M | 2.38% |
| 12 | POINT BIOPHARMA GLOBAL INC | 730541109 | 10,563,748 | $70.5M | 1.90% |
| 13 | GALAPAGOS NV | GLPGF | 1,915,109 | $66.2M | 1.78% |
| 14 | KYMERA THERAPEUTICS INC | KYMR | 4,739,004 | $65.9M | 1.78% |
| 15 | MERUS N V | N5749R100 | 2,752,420 | $64.9M | 1.75% |
| 16 | XENON PHARMACEUTICALS INC | XENE | 1,827,958 | $62.4M | 1.68% |
| 17 | KURA ONCOLOGY INC | KURA | 6,730,983 | $61.4M | 1.66% |
| 18 | CENTESSA PHARMACEUTICALS PLC | CNTA | 9,103,054 | $58.9M | 1.59% |
| 19 | XOMA CORP DEL | XOMAP | 3,633,743 | $51.2M | 1.38% |
| 20 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 4,007,413 | $51.0M | 1.38% |
| 21 | ACLARIS THERAPEUTICS INC | ACRS | 7,064,736 | $48.4M | 1.30% |
| 22 | JANUX THERAPEUTICS INC | JANX | 4,579,818 | $46.2M | 1.24% |
| 23 | TYRA BIOSCIENCES INC | TYRA | 2,739,595 | $37.7M | 1.02% |
| 24 | ZYMEWORKS INC | ZYME | 5,870,000 | $37.2M | 1.00% |
| 25 | REPLIMUNE GROUP INC | REPL | 2,143,036 | $36.7M | 0.99% |
| 26 | ROIVANT SCIENCES LTD | ROIV | 2,742,409 | $32.0M | 0.86% |
| 27 | CULLINAN ONCOLOGY INC | CGEM | 3,196,701 | $28.9M | 0.78% |
| 28 | 89BIO INC | 282559103 | 1,846,154 | $28.5M | 0.77% |
| 29 | THIRD HARMONIC BIO INC | 88427A107 | 4,365,933 | $27.9M | 0.75% |
| 30 | ESSA PHARMA INC | 29668H708 | 8,748,629 | $27.0M | 0.73% |
| 31 | OVID THERAPEUTICS INC | OVID | 6,851,051 | $26.3M | 0.71% |
| 32 | AN2 THERAPEUTICS INC | ANTX | 1,563,963 | $25.1M | 0.68% |
| 33 | LEXICON PHARMACEUTICALS INC | LXRX | 19,995,332 | $21.8M | 0.59% |
| 34 | AC IMMUNE SA | ACIU | 7,428,379 | $21.2M | 0.57% |
| 35 | RELAY THERAPEUTICS INC | RLAY | 2,365,805 | $19.9M | 0.54% |
| 36 | ALLAKOS INC | 01671P100 | 8,552,417 | $19.4M | 0.52% |
| 37 | SILENCE THERAPEUTICS PLC | SLNCF | 1,508,416 | $14.8M | 0.40% |
| 38 | GLYCOMIMETICS INC | 38000Q102 | 9,544,262 | $14.3M | 0.39% |
| 39 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 1,521,948 | $14.1M | 0.38% |
| 40 | ITEOS THERAPEUTICS INC | 46565G104 | 1,259,476 | $13.8M | 0.37% |
| 41 | IKENA ONCOLOGY INC | 45175G108 | 3,169,164 | $13.7M | 0.37% |
| 42 | VERASTEM INC | VSTM | 1,685,219 | $13.7M | 0.37% |
| 43 | CALLIDITAS THERAPEUTICS AB | 13124Q106 | 750,000 | $13.7M | 0.37% |
| 44 | SUTRO BIOPHARMA INC | STRO | 3,347,946 | $11.6M | 0.31% |
| 45 | IMMUNOVANT INC | IMVT | 300,000 | $11.5M | 0.31% |
| 46 | VIGIL NEUROSCIENCE INC | 92673K108 | 1,813,633 | $9.8M | 0.26% |
| 47 | VERVE THERAPEUTICS INC | 92539P101 | 650,000 | $8.6M | 0.23% |
| 48 | CYTOMX THERAPEUTICS INC | CTMX | 6,595,801 | $8.5M | 0.23% |
| 49 | TSCAN THERAPEUTICS INC | TCRX | 2,989,474 | $7.7M | 0.21% |
| 50 | JASPER THERAPEUTICS INC | JSPRW | 9,900,000 | $6.9M | 0.19% |
| 51 | CIDARA THERAPEUTICS INC | 171757107 | 6,861,127 | $6.5M | 0.17% |
| 52 | PIERIS PHARMACEUTICALS INC | 720795103 | 20,609,863 | $6.1M | 0.17% |
| 53 | ELEDON PHARMACEUTICALS INC | ELDN | 4,326,710 | $5.9M | 0.16% |
| 54 | NLS PHARMACEUTICS LTD | H57830103 | 5,747,126 | $4.0M | 0.11% |
| 55 | DELCATH SYS INC | DCTH | 976,149 | $4.0M | 0.11% |
| 56 | KRONOS BIO INC | 50107A104 | 2,905,043 | $3.8M | 0.10% |
| 57 | VIRACTA THERAPEUTICS INC | 92765F108 | 3,614,662 | $3.8M | 0.10% |
| 58 | MOLECULAR TEMPLATES INC | 608550208 | 532,038 | $3.4M | 0.09% |
| 59 | RAIN ONCOLOGY INC | 75082Q105 | 3,526,729 | $3.0M | 0.08% |
| 60 | UNICYCIVE THERAPEUTICS INC | UNCY | 3,413,563 | $2.9M | 0.08% |
| 61 | INVENTIVA SA | IVEVF | 686,040 | $2.9M | 0.08% |
| 62 | CORVUS PHARMACEUTICALS INC | CRVS | 1,370,947 | $2.0M | 0.05% |
| 63 | FORTE BIOSCIENCES INC | FBRX | 2,982,105 | $2.0M | 0.05% |
| 64 | ASLAN PHARMACEUTICALS LTD | 04522R200 | 1,049,999 | $1.9M | 0.05% |
| 65 | MOLECULAR PARTNERS AG | MOLN | 443,221 | $1.8M | 0.05% |
| 66 | IMMUNIC INC | IMUX | 1,149,425 | $1.7M | 0.05% |
| 67 | ELEVATION ONCOLOGY INC | 28623U101 | 2,312,200 | $1.5M | 0.04% |
| 68 | REZOLUTE INC | RZLT | 190,815 | $251,876 | 0.01% |
| 69 | BIONOMICS LIMITED | 09063M205 | 47,372 | $127,904 | 0.00% |