13F HOLDINGS REPORT
BVF INC/IL
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000921895-25-002281
Total Value
$2.80B
Positions
44
Other Managers
1
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 19,751,284 | $932.3M | 33.31% |
| 2 | KYMERA THERAPEUTICS INC | KYMR | 5,502,710 | $240.1M | 8.58% |
| 3 | REVOLUTION MEDICINES INC | RVMDW | 4,982,384 | $183.3M | 6.55% |
| 4 | PROTAGONIST THERAPEUTICS INC | PTGX | 3,211,041 | $177.5M | 6.34% |
| 5 | AXSOME THERAPEUTICS INC | AXSM | 1,690,221 | $176.4M | 6.30% |
| 6 | MIRUM PHARMACEUTICALS INC | MIRM | 2,761,333 | $140.5M | 5.02% |
| 7 | GH RESEARCH PLC | GHRS | 8,827,712 | $107.6M | 3.84% |
| 8 | IONIS PHARMACEUTICALS INC | IONS | 1,913,385 | $75.6M | 2.70% |
| 9 | XOMA ROYALTY CORPORATION | XOMAP | 2,590,303 | $65.3M | 2.33% |
| 10 | ZYMEWORKS INC | ZYME | 4,308,935 | $54.1M | 1.93% |
| 11 | SEPTERNA INC | SEPN | 4,396,124 | $46.5M | 1.66% |
| 12 | CELCUITY INC | CELC | 3,466,000 | $46.3M | 1.65% |
| 13 | KURA ONCOLOGY INC | KURA | 7,754,129 | $44.7M | 1.60% |
| 14 | CULLINAN THERAPEUTICS INC | CGEM | 5,750,683 | $43.3M | 1.55% |
| 15 | AC IMMUNE SA | ACIU | 19,822,436 | $40.2M | 1.44% |
| 16 | CIDARA THERAPEUTICS INC | 171757206 | 786,392 | $38.3M | 1.37% |
| 17 | TYRA BIOSCIENCES INC | TYRA | 3,944,194 | $37.7M | 1.35% |
| 18 | STRUCTURE THERAPEUTICS INC | GPCR | 1,771,417 | $36.7M | 1.31% |
| 19 | IMMUNOCORE HLDGS PLC | IMCR | 1,024,288 | $32.1M | 1.15% |
| 20 | MONTE ROSA THERAPEUTICS INC | GLUE | 5,660,132 | $25.5M | 0.91% |
| 21 | FOGHORN THERAPEUTICS INC | FHTX | 5,302,000 | $24.9M | 0.89% |
| 22 | OLEMA PHARMACEUTICALS INC | OLMA | 5,295,893 | $22.6M | 0.81% |
| 23 | CRESCENT BIOPHARMA INC. | CBIO | 1,387,863 | $22.4M | 0.80% |
| 24 | XENCOR INC | XNCR | 2,740,141 | $21.5M | 0.77% |
| 25 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 4,629,289 | $17.2M | 0.61% |
| 26 | ELEDON PHARMACEUTICALS INC | ELDN | 6,293,282 | $17.1M | 0.61% |
| 27 | ANNEXON INC | ANNX | 7,000,000 | $16.8M | 0.60% |
| 28 | PALVELLA THERAPEUTICS INC NE | PVLA | 696,555 | $15.7M | 0.56% |
| 29 | ESSA PHARMA INC | 29668H708 | 8,748,629 | $14.9M | 0.53% |
| 30 | REPARE THERAPEUTICS INC | 760273102 | 10,333,600 | $14.4M | 0.51% |
| 31 | VERASTEM INC | VSTM | 3,404,425 | $14.1M | 0.50% |
| 32 | RAPT THERAPEUTICS INC | 75382E208 | 1,154,692 | $9.2M | 0.33% |
| 33 | FORTE BIOSCIENCES INC | FBRX | 588,344 | $7.6M | 0.27% |
| 34 | TSCAN THERAPEUTICS INC | TCRX | 5,226,074 | $7.6M | 0.27% |
| 35 | IKENA ONCOLOGY INC | 45175G108 | 4,006,564 | $5.4M | 0.19% |
| 36 | IMMUNIC INC | IMUX | 7,652,972 | $5.3M | 0.19% |
| 37 | MOLECULAR PARTNERS AG | MOLN | 1,353,968 | $5.2M | 0.19% |
| 38 | AVALO THERAPEUTICS INC | AVTX | 1,028,049 | $5.1M | 0.18% |
| 39 | INVENTIVA SA | IVEVF | 686,040 | $2.1M | 0.08% |
| 40 | TENAX THERAPEUTICS INC | TENX | 339,549 | $2.0M | 0.07% |
| 41 | SAB BIOTHERAPEUTICS INC | SABSW | 917,826 | $1.6M | 0.06% |
| 42 | OVID THERAPEUTICS INC | OVID | 3,853,818 | $1.3M | 0.05% |
| 43 | ENGENE HOLDINGS INC | ENGNW | 945,402 | $586,149 | 0.02% |
| 44 | NLS PHARMACEUTICS LTD | H57830137 | 143,676 | $416,660 | 0.01% |