BVF as of June 30, 2025
Portfolio Holdings for BVF
BVF holds 44 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 33.3 | $932M | 20M | 47.20 | |
| Kymera Therapeutics (KYMR) | 8.6 | $240M | 5.5M | 43.64 | |
| Revolution Medicines (RVMD) | 6.5 | $183M | 5.0M | 36.79 | |
| Protagonist Therapeutics (PTGX) | 6.3 | $178M | 3.2M | 55.27 | |
| Axsome Therapeutics (AXSM) | 6.3 | $176M | 1.7M | 104.39 | |
| Mirum Pharmaceuticals (MIRM) | 5.0 | $141M | 2.8M | 50.89 | |
| Gh Research Ordinary Shares (GHRS) | 3.8 | $108M | 8.8M | 12.19 | |
| Ionis Pharmaceuticals (IONS) | 2.7 | $76M | 1.9M | 39.51 | |
| Xoma Royalty Corporation Com New (XOMA) | 2.3 | $65M | 2.6M | 25.20 | |
| Zymeworks Del (ZYME) | 1.9 | $54M | 4.3M | 12.55 | |
| Septerna (SEPN) | 1.7 | $47M | 4.4M | 10.57 | |
| Celcuity (CELC) | 1.7 | $46M | 3.5M | 13.35 | |
| Kura Oncology (KURA) | 1.6 | $45M | 7.8M | 5.77 | |
| Cullinan Oncology (CGEM) | 1.5 | $43M | 5.8M | 7.53 | |
| Ac Immune Sa SHS (ACIU) | 1.4 | $40M | 20M | 2.03 | |
| Cidara Therapeutics Com New (CDTX) | 1.4 | $38M | 786k | 48.71 | |
| Tyra Biosciences (TYRA) | 1.3 | $38M | 3.9M | 9.57 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 1.3 | $37M | 1.8M | 20.74 | |
| Immunocore Hldgs Ads (IMCR) | 1.1 | $32M | 1.0M | 31.38 | |
| Monte Rosa Therapeutics (GLUE) | 0.9 | $26M | 5.7M | 4.51 | |
| Foghorn Therapeutics (FHTX) | 0.9 | $25M | 5.3M | 4.70 | |
| Olema Pharmaceuticals (OLMA) | 0.8 | $23M | 5.3M | 4.26 | |
| Crescent Biopharma (CBIO) | 0.8 | $22M | 1.4M | 16.14 | |
| Xencor (XNCR) | 0.8 | $22M | 2.7M | 7.86 | |
| 4d Molecular Therapeutics In (FDMT) | 0.6 | $17M | 4.6M | 3.71 | |
| Eledon Pharmaceuticals (ELDN) | 0.6 | $17M | 6.3M | 2.71 | |
| Annexon (ANNX) | 0.6 | $17M | 7.0M | 2.40 | |
| Palvella Therapeutics Inc Ne (PVLA) | 0.6 | $16M | 697k | 22.54 | |
| Essa Pharma Com New (EPIX) | 0.5 | $15M | 8.7M | 1.70 | |
| Repare Therapeutics Ord (RPTX) | 0.5 | $14M | 10M | 1.39 | |
| Verastem Com New (VSTM) | 0.5 | $14M | 3.4M | 4.15 | |
| Rapt Therapeutics Com New (RAPT) | 0.3 | $9.2M | 1.2M | 8.00 | |
| Forte Biosciences Com New (FBRX) | 0.3 | $7.6M | 588k | 12.93 | |
| Tscan Therapeutics (TCRX) | 0.3 | $7.6M | 5.2M | 1.45 | |
| Ikena Oncology (IKNA) | 0.2 | $5.4M | 4.0M | 1.34 | |
| Immunic (IMUX) | 0.2 | $5.3M | 7.7M | 0.70 | |
| Molecular Partners Ads (MOLN) | 0.2 | $5.2M | 1.4M | 3.83 | |
| Avalo Therapeutics Com New (AVTX) | 0.2 | $5.1M | 1.0M | 4.99 | |
| Inventiva Sa Ads (IVA) | 0.1 | $2.1M | 686k | 3.12 | |
| Tenax Therapeutics Com New (TENX) | 0.1 | $2.0M | 340k | 5.84 | |
| Sab Biotherapeutics Com New (SABS) | 0.1 | $1.6M | 918k | 1.75 | |
| Ovid Therapeutics (OVID) | 0.0 | $1.3M | 3.9M | 0.33 | |
| Engene Holdings *w Exp 10/31/202 (ENGNW) | 0.0 | $586k | 945k | 0.62 | |
| Nls Pharmaceutics Com New (NLSP) | 0.0 | $417k | 144k | 2.90 |
