13F HOLDINGS REPORT
BVF INC/IL
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000921895-25-001528
Total Value
$2.45B
Positions
51
Other Managers
1
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 19,751,284 | $771.7M | 31.45% |
| 2 | AXSOME THERAPEUTICS INC | AXSM | 1,690,221 | $197.1M | 8.03% |
| 3 | REVOLUTION MEDICINES INC | RVMDW | 4,982,384 | $176.2M | 7.18% |
| 4 | KYMERA THERAPEUTICS INC | KYMR | 5,161,801 | $141.3M | 5.76% |
| 5 | MIRUM PHARMACEUTICALS INC | MIRM | 2,796,513 | $126.0M | 5.13% |
| 6 | PROTAGONIST THERAPEUTICS INC | PTGX | 2,575,015 | $124.5M | 5.08% |
| 7 | GH RESEARCH PLC | GHRS | 8,827,712 | $97.4M | 3.97% |
| 8 | XOMA ROYALTY CORPORATION | XOMAP | 2,983,026 | $59.5M | 2.42% |
| 9 | IONIS PHARMACEUTICALS INC | IONS | 1,913,385 | $57.7M | 2.35% |
| 10 | ZYMEWORKS INC | ZYME | 4,308,935 | $51.3M | 2.09% |
| 11 | KURA ONCOLOGY INC | KURA | 7,754,129 | $51.2M | 2.09% |
| 12 | CULLINAN THERAPEUTICS INC | CGEM | 5,750,683 | $43.5M | 1.77% |
| 13 | AC IMMUNE SA | ACIU | 19,822,436 | $37.1M | 1.51% |
| 14 | TYRA BIOSCIENCES INC | TYRA | 3,944,194 | $36.7M | 1.50% |
| 15 | GALAPAGOS NV | GLPGF | 1,454,422 | $36.5M | 1.49% |
| 16 | CELCUITY INC | CELC | 3,466,000 | $35.0M | 1.43% |
| 17 | VERVE THERAPEUTICS INC | 92539P101 | 6,904,050 | $31.6M | 1.29% |
| 18 | STRUCTURE THERAPEUTICS INC | GPCR | 1,771,417 | $30.7M | 1.25% |
| 19 | XENCOR INC | XNCR | 2,740,141 | $29.2M | 1.19% |
| 20 | MONTE ROSA THERAPEUTICS INC | GLUE | 5,660,132 | $26.3M | 1.07% |
| 21 | SEPTERNA INC | SEPN | 4,396,124 | $25.5M | 1.04% |
| 22 | ELEDON PHARMACEUTICALS INC | ELDN | 6,293,282 | $21.3M | 0.87% |
| 23 | CIDARA THERAPEUTICS INC | 171757206 | 924,642 | $19.9M | 0.81% |
| 24 | OLEMA PHARMACEUTICALS INC | OLMA | 5,295,893 | $19.9M | 0.81% |
| 25 | PALVELLA THERAPEUTICS INC NE | PVLA | 696,555 | $19.5M | 0.79% |
| 26 | FOGHORN THERAPEUTICS INC | FHTX | 5,302,000 | $19.4M | 0.79% |
| 27 | ITEOS THERAPEUTICS INC | 46565G104 | 3,075,000 | $18.4M | 0.75% |
| 28 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 4,561,289 | $14.7M | 0.60% |
| 29 | ESSA PHARMA INC | 29668H708 | 8,748,629 | $13.8M | 0.56% |
| 30 | ANNEXON INC | ANNX | 7,000,000 | $13.5M | 0.55% |
| 31 | VERASTEM INC | VSTM | 2,100,468 | $12.7M | 0.52% |
| 32 | RAPT THERAPEUTICS INC | 75382E109 | 9,237,556 | $11.3M | 0.46% |
| 33 | REPARE THERAPEUTICS INC | 760273102 | 10,333,600 | $10.2M | 0.42% |
| 34 | IMMUNIC INC | IMUX | 8,902,972 | $9.7M | 0.40% |
| 35 | AVALO THERAPEUTICS INC | AVTX | 1,036,679 | $8.3M | 0.34% |
| 36 | THIRD HARMONIC BIO INC | 88427A107 | 2,372,933 | $8.2M | 0.34% |
| 37 | VIGIL NEUROSCIENCE INC | 92673K108 | 4,013,633 | $7.1M | 0.29% |
| 38 | TSCAN THERAPEUTICS INC | TCRX | 4,889,474 | $6.7M | 0.28% |
| 39 | MOLECULAR PARTNERS AG | MOLN | 1,353,968 | $5.5M | 0.22% |
| 40 | IKENA ONCOLOGY INC | 45175G108 | 4,006,564 | $5.1M | 0.21% |
| 41 | FORTE BIOSCIENCES INC | FBRX | 594,282 | $4.6M | 0.19% |
| 42 | ALLAKOS INC | 01671P100 | 16,552,417 | $3.8M | 0.15% |
| 43 | CYTOMX THERAPEUTICS INC | CTMX | 5,228,461 | $3.3M | 0.14% |
| 44 | TENAX THERAPEUTICS INC | TENX | 339,549 | $2.2M | 0.09% |
| 45 | INVENTIVA SA | IVEVF | 686,040 | $2.1M | 0.08% |
| 46 | GLYCOMIMETICS INC | 38000Q102 | 9,544,262 | $2.0M | 0.08% |
| 47 | SAB BIOTHERAPEUTICS INC | SABSW | 917,826 | $1.2M | 0.05% |
| 48 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 59,065 | $1.2M | 0.05% |
| 49 | OVID THERAPEUTICS INC | OVID | 3,853,818 | $1.2M | 0.05% |
| 50 | ENGENE HOLDINGS INC | ENGNW | 945,402 | $605,057 | 0.02% |
| 51 | NLS PHARMACEUTICS LTD | H57830137 | 143,676 | $221,261 | 0.01% |