BVF as of Sept. 30, 2025
Portfolio Holdings for BVF
BVF holds 46 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kymera Therapeutics (KYMR) | 12.6 | $312M | 5.5M | 56.60 | |
| Revolution Medicines (RVMD) | 7.5 | $186M | 4.0M | 46.70 | |
| Protagonist Therapeutics (PTGX) | 6.9 | $170M | 2.6M | 66.43 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 5.7 | $142M | 20M | 7.17 | |
| Cidara Therapeutics Com New (CDTX) | 5.5 | $135M | 1.4M | 95.76 | |
| Gh Research Ordinary Shares (GHRS) | 5.1 | $126M | 8.8M | 14.30 | |
| Mirum Pharmaceuticals (MIRM) | 4.4 | $110M | 1.5M | 73.31 | |
| Xoma Royalty Corporation Com New (XOMA) | 4.0 | $100M | 2.6M | 38.54 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 3.6 | $90M | 3.2M | 28.00 | |
| Kura Oncology (KURA) | 3.1 | $76M | 8.6M | 8.85 | |
| Septerna (SEPN) | 3.1 | $76M | 4.0M | 18.81 | |
| Palvella Therapeutics Inc Ne (PVLA) | 3.0 | $73M | 1.2M | 62.69 | |
| Nektar Therapeutics Com New (NKTR) | 2.9 | $73M | 1.3M | 56.90 | |
| Zymeworks Del (ZYME) | 2.7 | $67M | 3.9M | 17.08 | |
| Axsome Therapeutics (AXSM) | 2.4 | $59M | 487k | 121.45 | |
| Ac Immune Sa SHS (ACIU) | 2.3 | $57M | 20M | 2.89 | |
| Immunocore Hldgs Ads (IMCR) | 2.3 | $57M | 1.6M | 36.33 | |
| Olema Pharmaceuticals (OLMA) | 2.1 | $52M | 5.3M | 9.79 | |
| Tyra Biosciences (TYRA) | 2.1 | $51M | 3.6M | 13.99 | |
| Abivax Sa Sponsored Ads (ABVX) | 1.9 | $47M | 558k | 84.90 | |
| Monte Rosa Therapeutics (GLUE) | 1.7 | $42M | 5.7M | 7.41 | |
| 4d Molecular Therapeutics In (FDMT) | 1.6 | $40M | 4.6M | 8.69 | |
| Stoke Therapeutics (STOK) | 1.6 | $39M | 1.7M | 23.50 | |
| Cullinan Oncology (CGEM) | 1.4 | $34M | 5.8M | 5.93 | |
| Celcuity (CELC) | 1.3 | $33M | 658k | 49.40 | |
| Xencor (XNCR) | 1.3 | $32M | 2.7M | 11.73 | |
| Foghorn Therapeutics (FHTX) | 1.1 | $26M | 5.3M | 4.89 | |
| Annexon (ANNX) | 0.9 | $21M | 7.0M | 3.05 | |
| Repare Therapeutics Ord (RPTX) | 0.7 | $18M | 10M | 1.76 | |
| Avalo Therapeutics Com New (AVTX) | 0.7 | $17M | 1.4M | 12.71 | |
| Compass Therapeutics (CMPX) | 0.7 | $17M | 4.8M | 3.50 | |
| Crescent Biopharma (CBIO) | 0.7 | $17M | 1.4M | 11.89 | |
| Eledon Pharmaceuticals (ELDN) | 0.7 | $16M | 6.3M | 2.59 | |
| Tscan Therapeutics (TCRX) | 0.4 | $9.5M | 5.2M | 1.82 | |
| Pepgen (PEPG) | 0.4 | $8.8M | 1.9M | 4.62 | |
| X4 Pharmaceuticals Com New (XFOR) | 0.3 | $7.6M | 2.2M | 3.42 | |
| Immunic (IMUX) | 0.3 | $6.7M | 7.7M | 0.88 | |
| Imagenebio | 0.3 | $6.5M | 802k | 8.15 | |
| Molecular Partners Ads (MOLN) | 0.2 | $5.0M | 1.4M | 3.71 | |
| Inventiva Sa Ads (IVA) | 0.2 | $4.0M | 686k | 5.79 | |
| Tenax Therapeutics Com New (TENX) | 0.1 | $2.6M | 340k | 7.61 | |
| Essa Pharma Com New (EPIX) | 0.1 | $2.2M | 12M | 0.19 | |
| Sab Biotherapeutics Com New (SABS) | 0.1 | $1.9M | 933k | 2.01 | |
| Forte Biosciences Com New (FBRX) | 0.0 | $980k | 65k | 15.00 | |
| Engene Holdings *w Exp 10/31/202 (ENGNW) | 0.0 | $681k | 945k | 0.72 | |
| Nls Pharmaceutics Com New (NLSP) | 0.0 | $263k | 144k | 1.83 |
