Q2 2025 · 13F-HR
BVF INC/ILholdings as filed
Filed 2025-08-14 · accession 0000921895-25-002281
$2.80B
Reported value
44
Positions
2025-06-30
Period end
The Brief · BVF INC/IL · Q2 2025
AI · grounded in 13F
BVF INC/IL established a new position in MLTX valued at $932.3M. The fund also initiated new stakes in KYMR for $240.1M and RVMD for $183.3M. Other new additions include PTGX at $177.5M and AXSM at $176.4M. Total assets under management stand at $2.79B across 44 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $932.3M | 33.3% | 19,751,284 | Common | SHARED |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $240.1M | 8.58% | 5,502,710 | Common | SHARED |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $183.3M | 6.55% | 4,982,384 | Common | SHARED |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $177.5M | 6.34% | 3,211,041 | Common | SHARED |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $176.4M | 6.30% | 1,690,221 | Common | SHARED |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $140.5M | 5.02% | 2,761,333 | Common | SHARED |
| G3855L106 | GHRS | GH RESEARCH PLC | $107.6M | 3.84% | 8,827,712 | Common | SHARED |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $75.6M | 2.70% | 1,913,385 | Common | SHARED |
| 98419J206 | XOMA | XOMA ROYALTY CORPORATION | $65.3M | 2.33% | 2,590,303 | Common | SHARED |
| 98985Y108 | ZYME | ZYMEWORKS INC | $54.1M | 1.93% | 4,308,935 | Common | SHARED |
| 81734D104 | SEPN | SEPTERNA INC | $46.5M | 1.66% | 4,396,124 | Common | SHARED |
| 15102K100 | CELC | CELCUITY INC | $46.3M | 1.65% | 3,466,000 | Common | SHARED |
| 50127T109 | KURA | KURA ONCOLOGY INC | $44.7M | 1.60% | 7,754,129 | Common | SHARED |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $43.3M | 1.55% | 5,750,683 | Common | SHARED |
| H00263105 | ACIU | AC IMMUNE SA | $40.2M | 1.44% | 19,822,436 | Common | SHARED |
| 171757206 | CDTX | CIDARA THERAPEUTICS INC | $38.3M | 1.37% | 786,392 | Common | SHARED |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $37.7M | 1.35% | 3,944,194 | Common | SHARED |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $36.7M | 1.31% | 1,771,417 | Common | SHARED |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $32.1M | 1.15% | 1,024,288 | Common | SHARED |
| 61225M102 | GLUE | MONTE ROSA THERAPEUTICS INC | $25.5M | 0.91% | 5,660,132 | Common | SHARED |
| 344174107 | FHTX | FOGHORN THERAPEUTICS INC | $24.9M | 0.89% | 5,302,000 | Common | SHARED |
| 68062P106 | OLMA | OLEMA PHARMACEUTICALS INC | $22.6M | 0.81% | 5,295,893 | Common | SHARED |
| G2545C104 | CBIO | CRESCENT BIOPHARMA INC. | $22.4M | 0.80% | 1,387,863 | Common | SHARED |
| 98401F105 | XNCR | XENCOR INC | $21.5M | 0.77% | 2,740,141 | Common | SHARED |
| 35104E100 | FDMT | 4D MOLECULAR THERAPEUTICS IN | $17.2M | 0.61% | 4,629,289 | Common | SHARED |
| 28617K101 | ELDN | ELEDON PHARMACEUTICALS INC | $17.1M | 0.61% | 6,293,282 | Common | SHARED |
| 03589W102 | ANNX | ANNEXON INC | $16.8M | 0.60% | 7,000,000 | Common | SHARED |
| 697947109 | PVLA | PALVELLA THERAPEUTICS INC NE | $15.7M | 0.56% | 696,555 | Common | SHARED |
| 29668H708 | EPIEUR | ESSA PHARMA INC | $14.9M | 0.53% | 8,748,629 | Common | SHARED |
| 760273102 | RPTX | REPARE THERAPEUTICS INC | $14.4M | 0.51% | 10,333,600 | Common | SHARED |
| 92337C203 | VSTM | VERASTEM INC | $14.1M | 0.50% | 3,404,425 | Common | SHARED |
| 75382E208 | RAPT | RAPT THERAPEUTICS INC | $9.2M | 0.33% | 1,154,692 | Common | SHARED |
| 34962G208 | FBRX | FORTE BIOSCIENCES INC | $7.6M | 0.27% | 588,344 | Common | SHARED |
| 89854M101 | TCRX | TSCAN THERAPEUTICS INC | $7.6M | 0.27% | 5,226,074 | Common | SHARED |
| 45175G108 | — | IKENA ONCOLOGY INC | $5.4M | 0.19% | 4,006,564 | Common | SHARED |
| 4525EP101 | VTLUSD | IMMUNIC INC | $5.3M | 0.19% | 7,652,972 | Common | SHARED |
| 60853G106 | MOLN | MOLECULAR PARTNERS AG | $5.2M | 0.19% | 1,353,968 | Common | SHARED |
| 05338F306 | AVTX | AVALO THERAPEUTICS INC | $5.1M | 0.18% | 1,028,049 | Common | SHARED |
| 46124U107 | IVA | INVENTIVA SA | $2.1M | 0.08% | 686,040 | Common | SHARED |
| 88032L605 | TENX | TENAX THERAPEUTICS INC | $2.0M | 0.07% | 339,549 | Common | SHARED |
| 78397T202 | SABS | SAB BIOTHERAPEUTICS INC | $1.6M | 0.06% | 917,826 | Common | SHARED |
| 690469101 | OVID | OVID THERAPEUTICS INC | $1.3M | 0.05% | 3,853,818 | Common | SHARED |
| 29286M113 | — | ENGENE HOLDINGS INC | $586,149 | 0.02% | 945,402 | Common | SHARED |
| H57830137 | — | NLS PHARMACEUTICS LTD | $416,660 | 0.01% | 143,676 | 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.