BVF
Latest statistics and disclosures from BVF's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Olema Pharmaceuticals, XOMA, KYMR, RLAY, RVMD, and represent 35.61% of BVF's stock portfolio.
- Added to shares of these 10 stocks: Olema Pharmaceuticals (+$320M), AMRN (+$47M), 4d Molecular Therapeutics In (+$46M), PTGX (+$38M), LXRX (+$38M), IONS (+$36M), CYTK (+$32M), RVMD (+$26M), SPRO (+$17M), Cogent Biosciences (+$17M).
- Started 14 new stock positions in Cogent Biosciences, 5 01 Acquisition Corp Cl A, GRTS, LXRX, Miragen Therapeutics, Lifesci Acquisition Ii Corp, Olema Pharmaceuticals, F-star Therapeutics, 4d Molecular Therapeutics In, NVUS. Rezolute, Frazier Lifesciences Acquis, Eucrates Biomedical Acqu Cor, Jiya Acquisition Corp.
- Reduced shares in these 10 stocks: SWTX (-$164M), FPRX (-$119M), CLDX (-$46M), REPL (-$39M), SNDX (-$35M), XNCR (-$35M), IMVT (-$32M), ARGX (-$32M), STRO (-$27M), CRIS (-$25M).
- Sold out of its positions in ANAB, BLRX, CLDX, EVLO, EXEL, Novus Therapeutics, REPL, Spring Bk Pharmaceuticals In.
- BVF was a net buyer of stock by $45M.
- BVF has $2.5B in assets under management (AUM), dropping by 38.44%.
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Portfolio Holdings for BVF
Companies in the BVF portfolio as of the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Olema Pharmaceuticals | 12.6 | $320M | NEW | 6.7M | 48.08 | |
| Xoma Corp Del Com New (XOMA) | 7.3 | $185M | 4.2M | 44.13 | ||
| Kymera Therapeutics (KYMR) | 6.4 | $163M | 2.6M | 62.00 | ||
| Relay Therapeutics (RLAY) | 5.0 | $128M | -9% | 3.1M | 41.56 | |
| Revolution Medicines (RVMD) | 4.3 | $110M | +31% | 2.8M | 39.59 | |
| Repare Therapeutics Ord (RPTX) | 4.0 | $102M | -3% | 3.0M | 34.30 | |
| Merus N V (MRUS) | 4.0 | $102M | +2% | 5.8M | 17.53 | |
| Cytokinetics Com New (CYTK) | 4.0 | $101M | +46% | 4.9M | 20.78 | |
| Protagonist Therapeutics (PTGX) | 3.4 | $86M | +80% | 4.3M | 20.16 | |
| Ionis Pharmaceuticals (IONS) | 3.0 | $77M | +85% | 1.4M | 56.54 | |
| Arcus Biosciences Incorporated (RCUS) | 2.8 | $71M | +5% | 2.8M | 25.96 | |
| Xencor (XNCR) | 2.2 | $55M | -38% | 1.3M | 43.63 | |
| Xenon Pharmaceuticals (XENE) | 2.1 | $54M | 3.5M | 15.38 | ||
| Amarin Corp Spons Adr New (AMRN) | 2.1 | $53M | +878% | 11M | 4.89 | |
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| Ac Immune Sa SHS (ACIU) | 2.0 | $51M | 9.8M | 5.17 | ||
| Alx Oncology Hldgs (ALXO) | 1.8 | $47M | -15% | 541k | 86.20 | |
| 4d Molecular Therapeutics In | 1.8 | $46M | NEW | 1.1M | 41.45 | |
| Ideaya Biosciences (IDYA) | 1.8 | $45M | 3.2M | 14.00 | ||
| Essa Pharma Com New (EPIX) | 1.7 | $44M | +23% | 3.7M | 11.93 | |
| Spero Therapeutics (SPRO) | 1.7 | $44M | +66% | 2.2M | 19.39 | |
| Kura Oncology (KURA) | 1.6 | $41M | -16% | 1.2M | 32.66 | |
| Sutro Biopharma (STRO) | 1.6 | $40M | -39% | 1.9M | 21.71 | |
| Lexicon Pharmaceuticals Com New (LXRX) | 1.5 | $38M | NEW | 11M | 3.42 | |
| Infinity Pharmaceuticals (INFI) | 1.5 | $37M | 17M | 2.12 | ||
| Cytomx Therapeutics (CTMX) | 1.4 | $37M | +56% | 5.6M | 6.55 | |
| Glycomimetics (GLYC) | 1.4 | $36M | +31% | 9.5M | 3.76 | |
| Forte Biosciences (FBRX) | 1.0 | $26M | -7% | 719k | 36.41 | |
| Calliditas Therapeutics Ab Sponsered Ads (CALT) | 1.0 | $26M | 750k | 33.99 | ||
| Verastem (VSTM) | 0.9 | $24M | +4% | 11M | 2.13 | |
| Immunovant (IMVT) | 0.9 | $24M | -57% | 514k | 46.19 | |
| Cti Biopharma (CTIC) | 0.9 | $22M | 6.9M | 3.22 | ||
| Calithera Biosciences (CALA) | 0.8 | $21M | -4% | 4.4M | 4.91 | |
| Molecular Templates (MTEM) | 0.8 | $20M | 2.1M | 9.39 | ||
| Syndax Pharmaceuticals (SNDX) | 0.8 | $20M | -64% | 879k | 22.24 | |
| Argenx Se Sponsored Adr (ARGX) | 0.7 | $18M | -63% | 63k | 294.09 | |
| Five Prime Therapeutics (FPRX) | 0.7 | $18M | -87% | 1.0M | 17.01 | |
| Cogent Biosciences | 0.7 | $17M | NEW | 1.5M | 11.23 | |
| Pieris Pharmaceuticals (PIRS) | 0.5 | $14M | 5.5M | 2.50 | ||
| Therapeutics Acquisition Cor Com Cl A (RACA) | 0.5 | $13M | -4% | 955k | 13.95 | |
| Tokai Pharmaceuticals (NVUS) | 0.5 | $12M | NEW | 763k | 15.40 | |
| Gamida Cell SHS (GMDA) | 0.4 | $11M | -37% | 1.3M | 8.39 | |
| Mei Pharma Com New (MEIP) | 0.4 | $11M | 4.0M | 2.64 | ||
| Gritstone Oncology Ord (GRTS) | 0.4 | $11M | NEW | 2.7M | 3.94 | |
| Ovid Therapeutics (OVID) | 0.4 | $10M | +24% | 4.5M | 2.31 | |
| Selecta Biosciences (SELB) | 0.4 | $10M | -60% | 3.3M | 3.03 | |
| Genocea Biosciences Com New (GNCA) | 0.4 | $9.7M | 4.0M | 2.42 | ||
| Bctg Acquisition Corp (BCTG) | 0.4 | $9.2M | 800k | 11.44 | ||
| Contrafect Corp Com New (CFRX) | 0.3 | $8.1M | 1.6M | 5.05 | ||
| Cidara Therapeutics Inc Common Stock Usd 0.0001 (CDTX) | 0.3 | $7.5M | 3.7M | 2.00 | ||
| Corvus Pharmaceuticals (CRVS) | 0.3 | $6.9M | +11% | 1.9M | 3.56 | |
| Erytech Pharma Sponsored Adr (ERYP) | 0.2 | $6.1M | 625k | 9.79 | ||
| Galmed Pharmaceuticals SHS (GLMD) | 0.2 | $5.6M | 1.8M | 3.11 | ||
| Eucrates Biomedical Acqu Cor Unit 10/23/2027 | 0.2 | $5.3M | NEW | 500k | 10.66 | |
| Frazier Lifesciences Acqu Unit 12/09/2025 | 0.2 | $5.2M | NEW | 500k | 10.41 | |
| Curis Com New (CRIS) | 0.2 | $5.1M | -82% | 627k | 8.19 | |
| X4 Pharmaceuticals (XFOR) | 0.2 | $5.1M | 793k | 6.43 | ||
| 5 01 Acquisition Corp Com Cl A | 0.2 | $5.1M | NEW | 500k | 10.17 | |
| Phathom Pharmaceuticals (PHAT) | 0.2 | $5.0M | -53% | 151k | 33.22 | |
| Regulus Therapeutics Com New (RGLS) | 0.2 | $4.6M | +4% | 3.4M | 1.35 | |
| Forward Pharma A/s Sponsord Ads New (FWP) | 0.2 | $4.6M | 647k | 7.04 | ||
| Sunesis Pharmaceuticals Com New (SNSS) | 0.1 | $3.4M | 1.7M | 1.99 | ||
| Jiya Acquisition Corp Com Cl A | 0.1 | $3.1M | NEW | 300k | 10.30 | |
| Rezolute Com New | 0.1 | $2.4M | NEW | 191k | 12.35 | |
| Lifesci Acquisition Ii Corp | 0.0 | $1.1M | NEW | 100k | 10.62 | |
| F-star Therapeutics | 0.0 | $255k | NEW | 26k | 9.87 | |
| Miragen Therapeutics Com New | 0.0 | $160k | NEW | 9.7k | 16.42 | |
| Panacea Acquisition Corp Unit 99/99/9999 (PANA.U) | 0.0 | $126k | -98% | 9.8k | 12.81 | |
| Springworks Therapeutics (SWTX) | 0.0 | $4.0k | -99% | 50.00 | 80.00 | |
Past Filings by BVF
SEC 13F filings are viewable for BVF going back to 2010
- BVF 2020 Q4 filed Feb. 12, 2021
- BVF 2020 Q3 filed Nov. 13, 2020
- BVF 2020 Q2 filed Aug. 14, 2020
- BVF 2020 Q1 filed May 15, 2020
- BVF 2019 Q4 filed Feb. 14, 2020
- BVF 2019 Q3 filed Nov. 14, 2019
- BVF 2019 Q2 filed Aug. 14, 2019
- BVF 2019 Q1 filed May 15, 2019
- BVF 2018 Q4 filed Feb. 14, 2019
- BVF 2018 Q3 filed Nov. 14, 2018
- BVF 2018 Q2 filed Aug. 14, 2018
- BVF 2018 Q1 filed May 7, 2018
- BVF 2017 Q4 filed Feb. 14, 2018
- BVF 2017 Q3 filed Nov. 14, 2017
- BVF 2017 Q2 filed Aug. 14, 2017
- BVF 2017 Q1 filed May 15, 2017