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CIK: 0001056807
Total reported value
$3.9B
$3.9B
53 檔
43.3%
As reported in its official Q4 2024 Form 13F filing, Bvf Inc/il's tracked investment portfolio stood at $3.9B with 53 total positions.
In Q4 2024, Bvf Inc/il adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 7 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MLTX, KYMR, RVMD) accounted for 43.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
SEPN
市值: $56.2M
Top Position Liquidated / Trimmed
IONS
前期市值: $58.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 36.25% | -1.53% | -9.19% | |
| 2 | KYMR | Kymera Therapeutics Inc | Stock-Other | 7.04% | -3.25% | — | |
| 3 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 6.20% | +5.35% | +20.20% | |
| 4 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 3.98% | — | +32.70% | |
| 5 | MIRM | Mirum Pharmaceuticals Inc | Stock-Other | 3.92% | -1.50% | -9.08% | |
| 6 | XOMA | Xoma Royalty Corporation | Stock-Other | 3.24% | +5.66% | — | |
| 7 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 2.49% | — | +2.69% | |
| 8 | GHRS | GH Research PLC | Stock-Other | 2.47% | +2.08% | — | |
| 9 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 2.37% | +0.08% | — | |
| 10 | ZYME | Zymeworks Inc | Stock-Other | 2.14% | -0.54% | -6.49% | |
| 11 | SEPN | Septerna Inc | Stock-Other | 1.90% | -1.04% | EXIT | |
| 12 | TYRA | Tyra Biosciences Inc | Stock-Other | 1.86% | -1.20% | -15.38% | |
| 13 | ACIU | AC Immune SA | Stock-Other | 1.79% | -0.53% | — | |
| 14 | XNCR | Xencor Inc | Stock-Other | 1.78% | +0.20% | +169.27% | |
| 15 | GPCR | Structure Therapeutics Inc | Stock-Other | 1.63% | -0.69% | -20.88% | |
| 16 | CELC | Celcuity Inc | Stock-Other | 1.54% | — | — | |
| 17 | LKFT | Lakefront Biotherapeutic-adr | Stock-Other | 1.46% | — | — | |
| 18 | ✓ | Verve Therapeutics Inc | Stock-Other | 1.32% | — | +962.16% | |
| 19 | ANNX | Annexon Inc | Stock-Other | 1.22% | -0.27% | — | |
| 20 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 1.20% | — | -9.78% | |
| 21 | ETNBGBP | 89bio Inc | Stock-Other | 1.15% | — | -36.38% | |
| 22 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 1.13% | -0.83% | -37.43% | |
| 23 | CDTX | Cidara Therapeutics Inc | Stock-Other | 1.00% | — | +55.43% | |
| 24 | ELDN | Eledon Pharmaceuticals Inc | Stock-Other | 0.88% | +0.01% | — | |
| 25 | FHTX | Foghorn Therapeutics Inc | Stock-Other | 0.85% | -0.16% | — | |
| 26 | ✓ | Third Harmonic Bio Inc | Stock-Other | 0.83% | — | -45.65% | |
| 27 | KURA | Kura Oncology Inc | Stock-Other | 0.76% | +0.18% | -23.85% | |
| 28 | ALLKGUSD | Allakos Inc | Stock-Other | 0.68% | — | — | |
| 29 | GLUE | Monte Rosa Therapeutics Inc | Stock-Other | 0.65% | +0.42% | — | |
| 30 | 2662247D | Iteos Therapeutics Inc | Stock-Other | 0.61% | — | — | |
| 31 | EPIEUR | Essa Pharma Inc | Stock-Other | 0.53% | — | — | |
| 32 | FDMT | 4d Molecular Therapeutics In | Stock-Other | 0.50% | +0.13% | -63.83% | |
| 33 | ✓ | Rapt Therapeutics Inc | Stock-Other | 0.49% | — | — | |
| 34 | ✓ | Engene Holdings Inc | Stock-Other | 0.47% | — | -6.44% | |
| 35 | RPTX | Repare Therapeutics Inc | Stock-Other | 0.46% | — | — | |
| 36 | FBRX | Forte Biosciences Inc | Stock-Other | 0.46% | — | +398.22% | |
| 37 | VSTM | Verastem Inc | Stock-Other | 0.37% | — | +24.64% | |
| 38 | TCRX | Tscan Therapeutics Inc | Stock-Other | 0.31% | -0.04% | — | |
| 39 | VTLUSD | Immunic Inc | Stock-Other | 0.30% | -0.27% | EXIT | |
| 40 | PVLA | Palvella Therapeutics Inc | Stock-Other | 0.28% | -1.19% | — | |
| 41 | AVTX | Avalo Therapeutics Inc | Stock-Other | 0.26% | +0.20% | +7.21% | |
| 42 | ✓ | Ikena Oncology Inc | Stock-Other | 0.22% | — | -15.99% | |
| 43 | MOLN | Molecular Partners AG -adr | Stock-Other | 0.22% | -0.04% | +205.48% | |
| 44 | CTMX | Cytomx Therapeutics Inc | Stock-Other | 0.18% | — | — | |
| 45 | OVID | Ovid Therapeutics Inc | Stock-Other | 0.12% | — | — | |
| 46 | SABS | Sab Biotherapeutics Inc | Stock-Other | 0.12% | — | — | |
| 47 | VIGL | Vigil Neuroscience Inc | Stock-Other | 0.10% | — | — | |
| 48 | GLYCEUR | Glycomimetics Inc | Stock-Other | 0.08% | — | — | |
| 49 | TENX | Tenax Therapeutics Inc | Stock-Other | 0.07% | -0.04% | — | |
| 50 | ✓ | Elevation Oncology Inc | Stock-Other | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MLTX | Moonlake Immunotherapeutics | +4.2% | -9.19% | Trim |
| 2 | SEPN | Septerna Inc | +1.9% | NEW | New buy |
| 3 | RVMD | Revolution Medicines Inc | +1.6% | +20.20% | Add |
| 4 | XNCR | Xencor Inc | +1.3% | +169.27% | Add |
| 5 | ✓ | Verve Therapeutics Inc | +1.2% | +962.16% | Add |
| 6 | AXSM | Axsome Therapeutics Inc | +1.2% | +32.70% | Add |
| 7 | CDTX | Cidara Therapeutics Inc | +0.8% | +55.43% | Add |
| 8 | GLUE | Monte Rosa Therapeutics Inc | +0.7% | NEW | New buy |
| 9 | 2662247D | Iteos Therapeutics Inc | +0.6% | NEW | New buy |
| 10 | ✓ | Rapt Therapeutics Inc | +0.5% | NEW | New buy |
| 11 | ZYME | Zymeworks Inc | +0.5% | -6.49% | Trim |
| 12 | FBRX | Forte Biosciences Inc | +0.4% | +398.22% | Add |
| 13 | GHRS | GH Research PLC | +0.4% | — | Unchanged |
| 14 | XOMA | Xoma Royalty Corporation | +0.4% | — | Unchanged |
| 15 | ELDN | Eledon Pharmaceuticals Inc | +0.4% | — | Unchanged |
| 16 | MIRM | Mirum Pharmaceuticals Inc | +0.4% | -9.08% | Trim |
| 17 | ALLKGUSD | Allakos Inc | +0.4% | — | Unchanged |
| 18 | PVLA | Palvella Therapeutics Inc | +0.3% | NEW | New buy |
| 19 | VSTM | Verastem Inc | +0.2% | +24.64% | Add |
| 20 | MOLN | Molecular Partners AG -adr | +0.2% | +205.48% | Add |
| 21 | LKFT | Lakefront Biotherapeutic-adr | +0.1% | — | Unchanged |
| 22 | PTGX | Protagonist Therapeutics Inc | +0.1% | +2.69% | Add |
| 23 | SABS | Sab Biotherapeutics Inc | +0.1% | — | Unchanged |
| 24 | TENX | Tenax Therapeutics Inc | 0% | — | Unchanged |
| 25 | ✓ | Engene Holdings Inc | 0% | -6.44% | Trim |
| 26 | CELC | Celcuity Inc | 0% | — | Unchanged |
| 27 | GLYCEUR | Glycomimetics Inc | 0% | — | Unchanged |
| 28 | ANNX | Annexon Inc | 0% | — | Unchanged |
| 29 | IVA | Inventiva SA - Adr | 0% | — | Unchanged |
| 30 | ✓ | Elevation Oncology Inc | 0% | — | Unchanged |
| 31 | ✓ | Engene Holdings Inc | 0% | — | Unchanged |
| 32 | CTMX | Cytomx Therapeutics Inc | — | — | Unchanged |
| 33 | AVTX | Avalo Therapeutics Inc | 0% | +7.21% | Add |
| 34 | OVID | Ovid Therapeutics Inc | 0% | — | Unchanged |
| 35 | ✓ | Nls Pharmaceutics LTD | 0% | — | Unchanged |
| 36 | ✓ | Ikena Oncology Inc | 0% | -15.99% | Trim |
| 37 | MTEMEUR | Molecular Templates Inc | 0% | EXIT | Sold out |
| 38 | VIGL | Vigil Neuroscience Inc | -0.1% | — | Unchanged |
| 39 | KYMR | Kymera Therapeutics Inc | -0.1% | — | Unchanged |
| 40 | TCRX | Tscan Therapeutics Inc | -0.1% | — | Unchanged |
| 41 | VTLUSD | Immunic Inc | -0.1% | — | Unchanged |
| 42 | ✓ | -0.1% | EXIT | Sold out | |
| 43 | VTGN | Vistagen Therapeutics Inc | -0.2% | EXIT | Sold out |
| 44 | ETNBGBP | 89bio Inc | -0.3% | -36.38% | Trim |
| 45 | AGIO | Agios Pharmaceuticals Inc | -0.4% | -9.78% | Trim |
| 46 | ACIU | AC Immune SA | -0.4% | — | Unchanged |
| 47 | CGEM | Cullinan Therapeutics Inc | -0.5% | — | Unchanged |
| 48 | RPTX | Repare Therapeutics Inc | -0.6% | — | Unchanged |
| 49 | FHTX | Foghorn Therapeutics Inc | -0.6% | — | Unchanged |
| 50 | NAMS | NewAmsterdam Pharma Company N.V. | -0.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Bvf Inc/il reported a total U.S. public equity portfolio value of $3.9B across 53 disclosed positions in Q4 2024.
During Q4 2024, Bvf Inc/il's top holdings by market value included MLTX (36.3%)、KYMR (7.0%)、RVMD (6.2%). The largest single position, MLTX, represented 36.3% of total portfolio value.
In Q4 2024, Bvf Inc/il made 35 total portfolio adjustments, initiating 5 new buys, adding to 10 positions, trimming 13 holdings, and fully liquidating 7 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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