13F HOLDINGS REPORT
BVF INC/IL
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000921895-25-003089
Total Value
$2.47B
Positions
46
Other Managers
1
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KYMERA THERAPEUTICS INC | KYMR | 5,502,710 | $311.5M | 12.63% |
| 2 | REVOLUTION MEDICINES INC | RVMDW | 3,974,913 | $185.6M | 7.52% |
| 3 | PROTAGONIST THERAPEUTICS INC | PTGX | 2,560,916 | $170.1M | 6.90% |
| 4 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 19,751,284 | $141.6M | 5.74% |
| 5 | CIDARA THERAPEUTICS INC | 171757206 | 1,414,165 | $135.4M | 5.49% |
| 6 | GH RESEARCH PLC | GHRS | 8,827,712 | $126.2M | 5.12% |
| 7 | MIRUM PHARMACEUTICALS INC | MIRM | 1,495,290 | $109.6M | 4.44% |
| 8 | XOMA ROYALTY CORPORATION | XOMAP | 2,590,303 | $99.8M | 4.05% |
| 9 | STRUCTURE THERAPEUTICS INC | GPCR | 3,203,917 | $89.7M | 3.64% |
| 10 | KURA ONCOLOGY INC | KURA | 8,617,162 | $76.3M | 3.09% |
| 11 | SEPTERNA INC | SEPN | 4,015,790 | $75.5M | 3.06% |
| 12 | PALVELLA THERAPEUTICS INC NE | PVLA | 1,161,249 | $72.8M | 2.95% |
| 13 | NEKTAR THERAPEUTICS | NKTR | 1,276,595 | $72.6M | 2.94% |
| 14 | ZYMEWORKS INC | ZYME | 3,938,641 | $67.3M | 2.73% |
| 15 | AXSOME THERAPEUTICS INC | AXSM | 486,757 | $59.1M | 2.40% |
| 16 | AC IMMUNE SA | ACIU | 19,822,436 | $57.3M | 2.32% |
| 17 | IMMUNOCORE HLDGS PLC | IMCR | 1,574,288 | $57.2M | 2.32% |
| 18 | OLEMA PHARMACEUTICALS INC | OLMA | 5,295,893 | $51.8M | 2.10% |
| 19 | TYRA BIOSCIENCES INC | TYRA | 3,649,794 | $51.1M | 2.07% |
| 20 | ABIVAX SA | AAVXF | 558,031 | $47.4M | 1.92% |
| 21 | MONTE ROSA THERAPEUTICS INC | GLUE | 5,660,132 | $41.9M | 1.70% |
| 22 | 4D MOLECULAR THERAPEUTICS IN | FDMT | 4,629,289 | $40.2M | 1.63% |
| 23 | STOKE THERAPEUTICS INC | STOK | 1,657,096 | $38.9M | 1.58% |
| 24 | CULLINAN THERAPEUTICS INC | CGEM | 5,750,683 | $34.1M | 1.38% |
| 25 | CELCUITY INC | CELC | 658,421 | $32.5M | 1.32% |
| 26 | XENCOR INC | XNCR | 2,740,141 | $32.1M | 1.30% |
| 27 | FOGHORN THERAPEUTICS INC | FHTX | 5,302,000 | $25.9M | 1.05% |
| 28 | ANNEXON INC | ANNX | 7,000,000 | $21.4M | 0.87% |
| 29 | REPARE THERAPEUTICS INC | 760273102 | 10,333,600 | $18.2M | 0.74% |
| 30 | AVALO THERAPEUTICS INC | AVTX | 1,355,256 | $17.2M | 0.70% |
| 31 | COMPASS THERAPEUTICS INC | CMPX | 4,750,000 | $16.6M | 0.67% |
| 32 | CRESCENT BIOPHARMA INC. | CBIO | 1,387,863 | $16.5M | 0.67% |
| 33 | ELEDON PHARMACEUTICALS INC | ELDN | 6,293,282 | $16.3M | 0.66% |
| 34 | TSCAN THERAPEUTICS INC | TCRX | 5,226,074 | $9.5M | 0.39% |
| 35 | PEPGEN INC | PEPG | 1,915,000 | $8.8M | 0.36% |
| 36 | X4 PHARMACEUTICALS INC | XFOR | 2,233,742 | $7.6M | 0.31% |
| 37 | IMMUNIC INC | IMUX | 7,652,972 | $6.7M | 0.27% |
| 38 | IMAGENEBIO INC | IMA | 802,102 | $6.5M | 0.26% |
| 39 | MOLECULAR PARTNERS AG | MOLN | 1,353,968 | $5.0M | 0.20% |
| 40 | INVENTIVA SA | IVEVF | 686,040 | $4.0M | 0.16% |
| 41 | TENAX THERAPEUTICS INC | TENX | 339,549 | $2.6M | 0.10% |
| 42 | ESSA PHARMA INC | 29668H708 | 11,668,473 | $2.2M | 0.09% |
| 43 | SAB BIOTHERAPEUTICS INC | SABSW | 932,697 | $1.9M | 0.08% |
| 44 | FORTE BIOSCIENCES INC | FBRX | 65,350 | $980,250 | 0.04% |
| 45 | ENGENE HOLDINGS INC | ENGNW | 945,402 | $680,689 | 0.03% |
| 46 | NLS PHARMACEUTICS LTD | H57830137 | 143,676 | $262,927 | 0.01% |