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CIK: 0001056807
Total reported value
$3.9B
$3.9B
55 檔
44.2%
At the close of Q3 2024, Bvf Inc/il disclosed equity holdings valued at approximately $3.9B, spread across 55 reported holdings.
In Q3 2024, Bvf Inc/il adopted a defensive or profit-taking posture, trimming 9 positions and completely liquidating 10 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MLTX, KYMR, RVMD) accounted for 44.2% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 32.08% | -1.53% | — | |
| 2 | KYMR | Kymera Therapeutics Inc | Stock-Other | 7.15% | -3.25% | — | |
| 3 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 4.61% | +5.35% | -41.84% | |
| 4 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 3.51% | -1.50% | -29.61% | |
| 5 | TYRA | Tyra Biosciences Inc | Stock-Other | 3.21% | -1.20% | — | |
| 6 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 3.19% | -0.83% | — | |
| 7 | GPCR | Structure Therapeutics Inc | Stock-Other | 2.87% | -0.69% | -10.00% | |
| 8 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 2.82% | +0.08% | — | |
| 9 | XOMA | Xoma Royalty Corporation | Stock-Other | 2.81% | +5.66% | — | |
| 10 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 2.75% | — | +9.53% | |
| 11 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 2.44% | — | -44.26% | |
| 12 | FDMT | 4d Molecular Therapeutics In | Stock-Other | 2.33% | +0.13% | +88.22% | |
| 13 | ACIU | AC Immune SA | Stock-Other | 2.16% | -0.53% | +3.65% | |
| 14 | GHRS | GH Research PLC | Stock-Other | 2.04% | +2.08% | — | |
| 15 | KURA | Kura Oncology Inc | Stock-Other | 1.93% | +0.18% | -17.40% | |
| 16 | ✓ | Third Harmonic Bio Inc | Stock-Other | 1.73% | — | — | |
| 17 | IONS | Ionis Pharmaceuticals Inc | Stock-Healthcare | 1.70% | — | -54.43% | |
| 18 | ZYME | Zymeworks Inc | Stock-Other | 1.69% | -0.54% | -21.50% | |
| 19 | EPIEUR | Essa Pharma Inc | Stock-Other | 1.55% | — | — | |
| 20 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 1.55% | — | — | |
| 21 | CELC | Celcuity Inc | Stock-Other | 1.51% | — | — | |
| 22 | ETNBGBP | 89bio Inc | Stock-Other | 1.47% | — | -10.00% | |
| 23 | FHTX | Foghorn Therapeutics Inc | Stock-Other | 1.44% | -0.16% | — | |
| 24 | LKFT | Lakefront Biotherapeutic-adr | Stock-Other | 1.32% | — | — | |
| 25 | IDYA | Ideaya Biosciences Inc | Stock-Other | 1.31% | — | +21.31% | |
| 26 | ANNX | Annexon Inc | Stock-Other | 1.21% | -0.27% | — | |
| 27 | CGON | Cg Oncology Inc | Stock-Other | 1.10% | — | -58.87% | |
| 28 | RPTX | Repare Therapeutics Inc | Stock-Other | 1.04% | — | — | |
| 29 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 0.74% | — | — | |
| 30 | XNCR | Xencor Inc | Stock-Other | 0.50% | +0.20% | — | |
| 31 | ELDN | Eledon Pharmaceuticals Inc | Stock-Other | 0.46% | +0.01% | — | |
| 32 | TCRX | Tscan Therapeutics Inc | Stock-Other | 0.44% | -0.04% | — | |
| 33 | ✓ | Engene Holdings Inc | Stock-Other | 0.43% | — | — | |
| 34 | VTLUSD | Immunic Inc | Stock-Other | 0.43% | -0.27% | EXIT | |
| 35 | ALLKGUSD | Allakos Inc | Stock-Other | 0.32% | — | — | |
| 36 | AVTX | Avalo Therapeutics Inc | Stock-Other | 0.27% | +0.20% | — | |
| 37 | ✓ | Ikena Oncology Inc | Stock-Other | 0.24% | — | — | |
| 38 | CDTX | Cidara Therapeutics Inc | Stock-Other | 0.22% | — | +104.94% | |
| 39 | CTMX | Cytomx Therapeutics Inc | Stock-Other | 0.18% | — | — | |
| 40 | VIGL | Vigil Neuroscience Inc | Stock-Other | 0.18% | — | — | |
| 41 | VTGN | Vistagen Therapeutics Inc | Stock-Other | 0.18% | — | — | |
| 42 | VSTM | Verastem Inc | Stock-Other | 0.15% | — | — | |
| 43 | OVID | Ovid Therapeutics Inc | Stock-Other | 0.13% | — | — | |
| 44 | ✓ | Stock-Other | 0.13% | — | — | ||
| 45 | ✓ | Verve Therapeutics Inc | Stock-Other | 0.09% | — | — | |
| 46 | SABS | Sab Biotherapeutics Inc | Stock-Other | 0.07% | — | — | |
| 47 | MOLN | Molecular Partners AG -adr | Stock-Other | 0.06% | -0.04% | — | |
| 48 | ✓ | Elevation Oncology Inc | Stock-Other | 0.05% | — | +28.31% | |
| 49 | GLYCEUR | Glycomimetics Inc | Stock-Other | 0.05% | — | — | |
| 50 | IVA | Inventiva SA - Adr | Stock-Other | 0.04% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MLTX | Moonlake Immunotherapeutics | +5.3% | — | Unchanged |
| 2 | KYMR | Kymera Therapeutics Inc | +2.8% | — | Unchanged |
| 3 | TYRA | Tyra Biosciences Inc | +1.1% | — | Unchanged |
| 4 | AXSM | Axsome Therapeutics Inc | +0.6% | +9.53% | Add |
| 5 | FHTX | Foghorn Therapeutics Inc | +0.6% | — | Unchanged |
| 6 | XNCR | Xencor Inc | +0.5% | NEW | New buy |
| 7 | OLMA | Olema Pharmaceuticals Inc | +0.4% | — | Unchanged |
| 8 | XOMA | Xoma Royalty Corporation | +0.4% | — | Unchanged |
| 9 | ZYME | Zymeworks Inc | +0.3% | -21.50% | Trim |
| 10 | AVTX | Avalo Therapeutics Inc | +0.3% | NEW | New buy |
| 11 | EPIEUR | Essa Pharma Inc | +0.3% | — | Unchanged |
| 12 | ANNX | Annexon Inc | +0.3% | — | Unchanged |
| 13 | LKFT | Lakefront Biotherapeutic-adr | +0.2% | — | Unchanged |
| 14 | IDYA | Ideaya Biosciences Inc | +0.2% | +21.31% | Add |
| 15 | VTLUSD | Immunic Inc | +0.2% | — | Unchanged |
| 16 | ✓ | Third Harmonic Bio Inc | +0.1% | — | Unchanged |
| 17 | GPCR | Structure Therapeutics Inc | +0.1% | -10.00% | Trim |
| 18 | CDTX | Cidara Therapeutics Inc | +0.1% | +104.94% | Add |
| 19 | AGIO | Agios Pharmaceuticals Inc | +0.1% | — | Unchanged |
| 20 | RPTX | Repare Therapeutics Inc | +0.1% | — | Unchanged |
| 21 | ✓ | +0.1% | — | Unchanged | |
| 22 | OVID | Ovid Therapeutics Inc | +0.1% | — | Unchanged |
| 23 | ACIU | AC Immune SA | +0.1% | +3.65% | Add |
| 24 | TENX | Tenax Therapeutics Inc | 0% | NEW | New buy |
| 25 | FDMT | 4d Molecular Therapeutics In | 0% | +88.22% | Add |
| 26 | ✓ | Nls Pharmaceutics LTD | 0% | NEW | New buy |
| 27 | FBRX | Forte Biosciences Inc | 0% | NEW | New buy |
| 28 | ✓ | Ikena Oncology Inc | 0% | — | Unchanged |
| 29 | CGEM | Cullinan Therapeutics Inc | 0% | — | Unchanged |
| 30 | VSTM | Verastem Inc | 0% | — | Unchanged |
| 31 | CTMX | Cytomx Therapeutics Inc | — | — | Unchanged |
| 32 | MTEMEUR | Molecular Templates Inc | — | — | Unchanged |
| 33 | ✓ | Verve Therapeutics Inc | — | — | Unchanged |
| 34 | ELDN | Eledon Pharmaceuticals Inc | 0% | — | Unchanged |
| 35 | SABS | Sab Biotherapeutics Inc | 0% | — | Unchanged |
| 36 | ✓ | Aslan Pharmaceuticals LTD | 0% | EXIT | Sold out |
| 37 | VIGL | Vigil Neuroscience Inc | 0% | — | Unchanged |
| 38 | VTGN | Vistagen Therapeutics Inc | 0% | — | Unchanged |
| 39 | RZLT | Rezolute Inc | 0% | EXIT | Sold out |
| 40 | IVA | Inventiva SA - Adr | 0% | — | Unchanged |
| 41 | ✓ | Engene Holdings Inc | 0% | — | Unchanged |
| 42 | ✓ | Nls Pharmaceutics LTD | 0% | EXIT | Sold out |
| 43 | ✓ | 0% | EXIT | Sold out | |
| 44 | GLYCEUR | Glycomimetics Inc | 0% | — | Unchanged |
| 45 | MOLN | Molecular Partners AG -adr | 0% | — | Unchanged |
| 46 | TOCAEUR | Forte Biosciences Inc | 0% | EXIT | Sold out |
| 47 | TCRX | Tscan Therapeutics Inc | -0.1% | — | Unchanged |
| 48 | RYI | Viracta Therapeutics Inc | -0.1% | EXIT | Sold out |
| 49 | CELC | Celcuity Inc | -0.1% | — | Unchanged |
| 50 | NAMS | NewAmsterdam Pharma Company N.V. | -0.1% | — | Unchanged |
According to official SEC Form 13F filings, Bvf Inc/il reported a total U.S. public equity portfolio value of $3.9B across 55 disclosed positions in Q3 2024.
During Q3 2024, Bvf Inc/il's top holdings by market value included MLTX (32.1%)、KYMR (7.2%)、RVMD (4.6%). The largest single position, MLTX, represented 32.1% of total portfolio value.
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Top New Position Initiated
XNCR
市值: $17.1M
Top Position Liquidated / Trimmed
MERUS N V
前期市值: $75.7M
In Q3 2024, Bvf Inc/il made 30 total portfolio adjustments, initiating 5 new buys, adding to 6 positions, trimming 9 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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