Q3 2025 · 13F-HR
BVF INC/ILholdings as filed
Filed 2025-11-14 · accession 0000921895-25-003089
$2.47B
Reported value
46
Positions
2025-09-30
Period end
The Brief · BVF INC/IL · Q3 2025
AI · grounded in 13F
BVF INC/IL established a new position in KYMR valued at $311.45M. The fund also initiated new stakes in RVMD for $185.63M and PTGX for $170.12M. These moves contributed to a total AUM of $2.47B across 46 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $311.5M | 12.6% | 5,502,710 | Common | SHARED |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $185.6M | 7.52% | 3,974,913 | Common | SHARED |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $170.1M | 6.90% | 2,560,916 | Common | SHARED |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $141.6M | 5.74% | 19,751,284 | Common | SHARED |
| 171757206 | CDTX | CIDARA THERAPEUTICS INC | $135.4M | 5.49% | 1,414,165 | Common | SHARED |
| G3855L106 | GHRS | GH RESEARCH PLC | $126.2M | 5.12% | 8,827,712 | Common | SHARED |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $109.6M | 4.44% | 1,495,290 | Common | SHARED |
| 98419J206 | XOMA | XOMA ROYALTY CORPORATION | $99.8M | 4.05% | 2,590,303 | Common | SHARED |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $89.7M | 3.64% | 3,203,917 | Common | SHARED |
| 50127T109 | KURA | KURA ONCOLOGY INC | $76.3M | 3.09% | 8,617,162 | Common | SHARED |
| 81734D104 | SEPN | SEPTERNA INC | $75.5M | 3.06% | 4,015,790 | Common | SHARED |
| 697947109 | PVLA | PALVELLA THERAPEUTICS INC NE | $72.8M | 2.95% | 1,161,249 | Common | SHARED |
| 640268306 | NKTR | NEKTAR THERAPEUTICS | $72.6M | 2.94% | 1,276,595 | Common | SHARED |
| 98985Y108 | ZYME | ZYMEWORKS INC | $67.3M | 2.73% | 3,938,641 | Common | SHARED |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $59.1M | 2.40% | 486,757 | Common | SHARED |
| H00263105 | ACIU | AC IMMUNE SA | $57.3M | 2.32% | 19,822,436 | Common | SHARED |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $57.2M | 2.32% | 1,574,288 | Common | SHARED |
| 68062P106 | OLMA | OLEMA PHARMACEUTICALS INC | $51.8M | 2.10% | 5,295,893 | Common | SHARED |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $51.1M | 2.07% | 3,649,794 | Common | SHARED |
| 00370M103 | ABVX | ABIVAX SA | $47.4M | 1.92% | 558,031 | Common | SHARED |
| 61225M102 | GLUE | MONTE ROSA THERAPEUTICS INC | $41.9M | 1.70% | 5,660,132 | Common | SHARED |
| 35104E100 | FDMT | 4D MOLECULAR THERAPEUTICS IN | $40.2M | 1.63% | 4,629,289 | Common | SHARED |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $38.9M | 1.58% | 1,657,096 | Common | SHARED |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $34.1M | 1.38% | 5,750,683 | Common | SHARED |
| 15102K100 | CELC | CELCUITY INC | $32.5M | 1.32% | 658,421 | Common | SHARED |
| 98401F105 | XNCR | XENCOR INC | $32.1M | 1.30% | 2,740,141 | Common | SHARED |
| 344174107 | FHTX | FOGHORN THERAPEUTICS INC | $25.9M | 1.05% | 5,302,000 | Common | SHARED |
| 03589W102 | ANNX | ANNEXON INC | $21.4M | 0.87% | 7,000,000 | Common | SHARED |
| 760273102 | RPTX | REPARE THERAPEUTICS INC | $18.2M | 0.74% | 10,333,600 | Common | SHARED |
| 05338F306 | AVTX | AVALO THERAPEUTICS INC | $17.2M | 0.70% | 1,355,256 | Common | SHARED |
| 20454B104 | CMPX | COMPASS THERAPEUTICS INC | $16.6M | 0.67% | 4,750,000 | Common | SHARED |
| G2545C104 | CBIO | CRESCENT BIOPHARMA INC. | $16.5M | 0.67% | 1,387,863 | Common | SHARED |
| 28617K101 | ELDN | ELEDON PHARMACEUTICALS INC | $16.3M | 0.66% | 6,293,282 | Common | SHARED |
| 89854M101 | TCRX | TSCAN THERAPEUTICS INC | $9.5M | 0.39% | 5,226,074 | Common | SHARED |
| 713317105 | PEPG | PEPGEN INC | $8.8M | 0.36% | 1,915,000 | Common | SHARED |
| 98420X202 | XFOR | X4 PHARMACEUTICALS INC | $7.6M | 0.31% | 2,233,742 | Common | SHARED |
| 4525EP101 | VTLUSD | IMMUNIC INC | $6.7M | 0.27% | 7,652,972 | Common | SHARED |
| 45175G207 | IMA | IMAGENEBIO INC | $6.5M | 0.26% | 802,102 | Common | SHARED |
| 60853G106 | MOLN | MOLECULAR PARTNERS AG | $5.0M | 0.20% | 1,353,968 | Common | SHARED |
| 46124U107 | IVA | INVENTIVA SA | $4.0M | 0.16% | 686,040 | Common | SHARED |
| 88032L605 | TENX | TENAX THERAPEUTICS INC | $2.6M | 0.10% | 339,549 | Common | SHARED |
| 29668H708 | EPIEUR | ESSA PHARMA INC | $2.2M | 0.09% | 11,668,473 | Common | SHARED |
| 78397T202 | SABS | SAB BIOTHERAPEUTICS INC | $1.9M | 0.08% | 932,697 | Common | SHARED |
| 34962G208 | FBRX | FORTE BIOSCIENCES INC | $980,250 | 0.04% | 65,350 | Common | SHARED |
| 29286M113 | — | ENGENE HOLDINGS INC | $680,689 | 0.03% | 945,402 | Common | SHARED |
| H57830137 | — | NLS PHARMACEUTICS LTD | $262,927 | 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.