Q2 2023 · 13F-HR
BVF INC/ILholdings as filed
Filed 2023-08-14 · accession 0000921895-23-001946
$3.59B
Reported value
67
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $1.11B | 30.9% | 21,751,284 | Common | SHARED |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $167.3M | 4.66% | 6,255,588 | Common | SHARED |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $153.1M | 4.27% | 2,131,100 | Common | SHARED |
| 45166A102 | IDYA | IDEAYA BIOSCIENCES INC | $133.6M | 3.72% | 5,683,489 | Common | SHARED |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $116.8M | 3.25% | 2,846,015 | Common | SHARED |
| G3855L106 | GHRS | GH RESEARCH PLC | $110.0M | 3.07% | 9,275,158 | Common | SHARED |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $108.9M | 3.04% | 4,739,004 | Common | SHARED |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $104.3M | 2.91% | 3,775,900 | Common | SHARED |
| 730541109 | — | POINT BIOPHARMA GLOBAL INC | $95.7M | 2.67% | 10,563,748 | Common | SHARED |
| 36315X101 | LKFT | GALAPAGOS NV | $88.0M | 2.45% | 2,165,109 | Common | SHARED |
| 760273102 | RPTX | REPARE THERAPEUTICS INC | $87.7M | 2.45% | 8,291,988 | Common | SHARED |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $72.7M | 2.03% | 1,750,000 | Common | SHARED |
| 35104E100 | FDMT | 4D MOLECULAR THERAPEUTICS IN | $72.4M | 2.02% | 4,007,413 | Common | SHARED |
| 50127T109 | KURA | KURA ONCOLOGY INC | $71.2M | 1.98% | 6,730,983 | Common | SHARED |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $70.4M | 1.96% | 1,827,958 | Common | SHARED |
| 68062P106 | OLMA | OLEMA PHARMACEUTICALS INC | $68.7M | 1.92% | 7,611,503 | Common | SHARED |
| 98419J206 | XOMA | XOMA CORP DEL | $68.6M | 1.91% | 3,633,743 | Common | SHARED |
| 152309100 | CNTA | CENTESSA PHARMACEUTICALS PLC | $58.3M | 1.63% | 9,423,215 | Common | SHARED |
| 98985Y108 | ZYME | ZYMEWORKS INC | $50.7M | 1.41% | 5,870,000 | Common | SHARED |
| 76029N106 | REPL | REPLIMUNE GROUP INC | $49.8M | 1.39% | 2,143,036 | Common | SHARED |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $48.7M | 1.36% | 4,106,945 | Common | SHARED |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $46.7M | 1.30% | 2,739,595 | Common | SHARED |
| 528872302 | LXRX | LEXICON PHARMACEUTICALS INC | $45.8M | 1.28% | 19,995,332 | Common | SHARED |
| N5749R100 | 2GH | MERUS N V | $42.2M | 1.18% | 1,602,420 | Common | SHARED |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $39.2M | 1.09% | 3,120,521 | Common | SHARED |
| 01671P100 | ALLKGUSD | ALLAKOS INC | $37.7M | 1.05% | 8,652,417 | Common | SHARED |
| 282559103 | ETNBGBP | 89BIO INC | $35.0M | 0.98% | 1,846,154 | Common | SHARED |
| 00461U105 | ACRS | ACLARIS THERAPEUTICS INC | $34.9M | 0.97% | 3,360,941 | Common | SHARED |
| 230031106 | CGEM | CULLINAN ONCOLOGY INC | $34.4M | 0.96% | 3,196,701 | Common | SHARED |
| 46565G104 | 5E7 | ITEOS THERAPEUTICS INC | $24.0M | 0.67% | 1,810,835 | Common | SHARED |
| 29668H708 | EPIEUR | ESSA PHARMA INC | $23.6M | 0.66% | 8,748,629 | Common | SHARED |
| 690469101 | OVID | OVID THERAPEUTICS INC | $22.5M | 0.63% | 6,851,051 | Common | SHARED |
| H00263105 | ACIU | AC IMMUNE SA | $22.0M | 0.61% | 7,428,379 | Common | SHARED |
| 88427A107 | — | THIRD HARMONIC BIO INC | $21.0M | 0.59% | 4,365,933 | Common | SHARED |
| 45175G108 | — | IKENA ONCOLOGY INC | $20.8M | 0.58% | 3,169,164 | Common | SHARED |
| N62509109 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $18.1M | 0.50% | 1,521,948 | Common | SHARED |
| 92673K108 | VIGL | VIGIL NEUROSCIENCE INC | $17.0M | 0.48% | 1,813,633 | Common | SHARED |
| 38000Q102 | GLYCEUR | GLYCOMIMETICS INC | $16.6M | 0.46% | 9,544,262 | Common | SHARED |
| 869367102 | — | SUTRO BIOPHARMA INC | $15.6M | 0.43% | 3,347,946 | Common | SHARED |
| 471871103 | — | JASPER THERAPEUTICS INC | $13.6M | 0.38% | 9,900,000 | Common | SHARED |
| 037326105 | ANTX | AN2 THERAPEUTICS INC | $13.3M | 0.37% | 1,563,963 | Common | SHARED |
| 92337C203 | VSTM | VERASTEM INC | $12.5M | 0.35% | 1,685,219 | Common | SHARED |
| 92539P101 | — | VERVE THERAPEUTICS INC | $12.2M | 0.34% | 650,000 | Common | SHARED |
| 13124Q106 | — | CALLIDITAS THERAPEUTICS AB | $11.8M | 0.33% | 750,000 | Common | SHARED |
| 23284F105 | CTMX | CYTOMX THERAPEUTICS INC | $11.3M | 0.32% | 6,595,801 | Common | SHARED |
| 82686Q101 | SLN | SILENCE THERAPEUTICS PLC | $8.3M | 0.23% | 1,508,416 | Common | SHARED |
| 171757107 | — | CIDARA THERAPEUTICS INC | $7.8M | 0.22% | 6,861,127 | Common | SHARED |
| 89854M101 | TCRX | TSCAN THERAPEUTICS INC | $7.5M | 0.21% | 2,989,474 | Common | SHARED |
| 24661P807 | DCTH | DELCATH SYS INC | $6.9M | 0.19% | 1,178,787 | Common | SHARED |
| H57830103 | — | NLS PHARMACEUTICS LTD | $6.3M | 0.18% | 5,747,126 | Common | SHARED |
| 03890D108 | VSAREUR | ARAVIVE INC | $6.0M | 0.17% | 4,784,214 | Common | SHARED |
| 28617K101 | ELDN | ELEDON PHARMACEUTICALS INC | $5.9M | 0.17% | 4,326,710 | Common | SHARED |
| 92765F108 | RYI | VIRACTA THERAPEUTICS INC | $5.1M | 0.14% | 3,614,662 | Common | SHARED |
| 50107A104 | KRON1USD | KRONOS BIO INC | $4.8M | 0.13% | 2,813,485 | Common | SHARED |
| 75082Q105 | — | RAIN ONCOLOGY INC | $4.2M | 0.12% | 3,526,729 | Common | SHARED |
| 04522R200 | — | ASLAN PHARMACEUTICALS LTD | $3.8M | 0.11% | 1,049,999 | Common | SHARED |
| 28623U101 | — | ELEVATION ONCOLOGY INC | $3.5M | 0.10% | 2,312,200 | Common | SHARED |
| 720795103 | PIRSEUR | PIERIS PHARMACEUTICALS INC | $3.4M | 0.10% | 20,609,863 | Common | SHARED |
| 221015100 | CRVS | CORVUS PHARMACEUTICALS INC | $3.1M | 0.09% | 1,370,947 | Common | SHARED |
| 4525EP101 | VTLUSD | IMMUNIC INC | $2.9M | 0.08% | 1,149,425 | Common | SHARED |
| 46124U107 | IVA | INVENTIVA SA | $2.8M | 0.08% | 686,040 | Common | SHARED |
| 60853G106 | MOLN | MOLECULAR PARTNERS AG | $2.7M | 0.08% | 443,221 | Common | SHARED |
| 608550109 | — | MOLECULAR TEMPLATES INC | $2.4M | 0.07% | 4,996,565 | Common | SHARED |
| 45665G303 | INFIQ | INFINITY PHARMACEUTICALS INC | $1.3M | 0.04% | 6,353,645 | Common | SHARED |
| 76200L309 | RZLT | REZOLUTE INC | $377,814 | 0.01% | 190,815 | Common | SHARED |
| M47238122 | — | GALMED PHARMACEUTICALS LTD | $261,472 | 0.01% | 89,853 | Common | SHARED |
| 09063M205 | BNOXN | BIONOMICS LIMITED | $178,136 | 0.00% | 80,971 | Common | SHARED |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.