BVF INC/IL
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CIDARA THERAPEUTICS INC | 786,392 | 1,414,165 | +627,773 | 38,305,154 | 135,420,440 | 5.49% | +97,115,286 |
| NEKTAR THERAPEUTICS(NKTR) | 0 | 1,276,595 | +1,276,595 | 0 | 72,638,256 | 2.94% | +72,638,256 |
| KYMERA THERAPEUTICS INC(KYMR) | 5,502,710 | 5,502,710 | 0 | 240,138,264 | 311,453,386 | 12.63% | +71,315,122 |
| PALVELLA THERAPEUTICS INC NE(PVLA) | 696,555 | 1,161,249 | +464,694 | 15,700,350 | 72,798,700 | 2.95% | +57,098,350 |
| STRUCTURE THERAPEUTICS INC | 1,771,417 | 3,203,917 | +1,432,500 | 36,739,189 | 89,709,676 | 3.64% | +52,970,487 |
| ABIVAX SA(ABVX) | 0 | 558,031 | +558,031 | 0 | 47,376,832 | 1.92% | +47,376,832 |
| STOKE THERAPEUTICS INC(STOK) | 0 | 1,657,096 | +1,657,096 | 0 | 38,941,756 | 1.58% | +38,941,756 |
| XOMA ROYALTY CORPORATION | 2,590,303 | 2,590,303 | 0 | 65,275,636 | 99,830,278 | 4.05% | +34,554,642 |
| KURA ONCOLOGY INC(KURA) | 7,754,129 | 8,617,162 | +863,033 | 44,741,324 | 76,261,884 | 3.09% | +31,520,560 |
| OLEMA PHARMACEUTICALS INC(OLMA) | 5,295,893 | 5,295,893 | 0 | 22,560,504 | 51,846,792 | 2.10% | +29,286,288 |
| SEPTERNA INC(SEPN) | 4,396,124 | 4,015,790 | -380,334 | 46,467,031 | 75,537,010 | 3.06% | +29,069,979 |
| IMMUNOCORE HLDGS PLC(IMCR) | 1,024,288 | 1,574,288 | +550,000 | 32,142,157 | 57,193,883 | 2.32% | +25,051,726 |
| 4D MOLECULAR THERAPEUTICS IN | 4,629,289 | 4,629,289 | 0 | 17,174,662 | 40,228,521 | 1.63% | +23,053,859 |
| GH RESEARCH PLC(GHRS) | 8,827,712 | 8,827,712 | 0 | 107,609,809 | 126,236,282 | 5.12% | +18,626,473 |
| AC IMMUNE SA | 19,822,436 | 19,822,436 | 0 | 40,239,545 | 57,286,840 | 2.32% | +17,047,295 |
| COMPASS THERAPEUTICS INC | 0 | 4,750,000 | +4,750,000 | 0 | 16,625,000 | 0.67% | +16,625,000 |
| MONTE ROSA THERAPEUTICS INC(GLUE) | 5,660,132 | 5,660,132 | 0 | 25,527,195 | 41,941,578 | 1.70% | +16,414,383 |
| TYRA BIOSCIENCES INC(TYRA) | 3,944,194 | 3,649,794 | -294,400 | 37,745,937 | 51,060,618 | 2.07% | +13,314,681 |
| ZYMEWORKS INC(ZYME) | 4,308,935 | 3,938,641 | -370,294 | 54,077,134 | 67,271,988 | 2.73% | +13,194,854 |
| AVALO THERAPEUTICS INC(AVTX) | 1,028,049 | 1,355,256 | +327,207 | 5,129,965 | 17,225,304 | 0.70% | +12,095,339 |
| XENCOR INC(XNCR) | 2,740,141 | 2,740,141 | 0 | 21,537,508 | 32,141,854 | 1.30% | +10,604,346 |
| PEPGEN INC | 0 | 1,915,000 | +1,915,000 | 0 | 8,847,300 | 0.36% | +8,847,300 |
| X4 PHARMACEUTICALS INC | 0 | 2,233,742 | +2,233,742 | 0 | 7,639,398 | 0.31% | +7,639,398 |
| IMAGENEBIO INC | 0 | 802,102 | +802,102 | 0 | 6,537,131 | 0.26% | +6,537,131 |
| ANNEXON INC(ANNX) | 7,000,000 | 7,000,000 | 0 | 16,800,000 | 21,350,000 | 0.87% | +4,550,000 |
| REPARE THERAPEUTICS INC | 10,333,600 | 10,333,600 | 0 | 14,363,704 | 18,187,136 | 0.74% | +3,823,432 |
| REVOLUTION MEDICINES INC(RVMD) | 4,982,384 | 3,974,913 | -1,007,471 | 183,301,907 | 185,628,437 | 7.52% | +2,326,530 |
| TSCAN THERAPEUTICS INC | 5,226,074 | 5,226,074 | 0 | 7,577,807 | 9,511,455 | 0.39% | +1,933,648 |
| INVENTIVA SA(IVA) | 686,040 | 686,040 | 0 | 2,140,445 | 3,972,172 | 0.16% | +1,831,727 |
| IMMUNIC INC | 7,652,972 | 7,652,972 | 0 | 5,337,948 | 6,746,860 | 0.27% | +1,408,912 |
| FOGHORN THERAPEUTICS INC | 5,302,000 | 5,302,000 | 0 | 24,919,400 | 25,926,780 | 1.05% | +1,007,380 |
| TENAX THERAPEUTICS INC | 339,549 | 339,549 | 0 | 1,982,966 | 2,583,968 | 0.10% | +601,002 |
| SAB BIOTHERAPEUTICS INC | 917,826 | 932,697 | +14,871 | 1,606,196 | 1,874,721 | 0.08% | +268,525 |
| ENGENE HOLDINGS INC | 945,402 | 945,402 | 0 | 586,149 | 680,689 | 0.03% | +94,540 |
| NLS PHARMACEUTICS LTD | 143,676 | 143,676 | 0 | 416,660 | 262,927 | 0.01% | -153,733 |
| MOLECULAR PARTNERS AG | 1,353,968 | 1,353,968 | 0 | 5,185,697 | 5,023,221 | 0.20% | -162,476 |
| ELEDON PHARMACEUTICALS INC | 6,293,282 | 6,293,282 | 0 | 17,054,794 | 16,299,600 | 0.66% | -755,194 |
| OVID THERAPEUTICS INC | 3,853,818 | 0 | -3,853,818 | 1,271,375 | 0 | — | -1,271,375 |
| IKENA ONCOLOGY INC | 4,006,564 | 0 | -4,006,564 | 5,368,796 | 0 | — | -5,368,796 |
| CRESCENT BIOPHARMA INC. | 1,387,863 | 1,387,863 | 0 | 22,400,109 | 16,501,691 | 0.67% | -5,898,418 |
| FORTE BIOSCIENCES INC(FBRX) | 588,344 | 65,350 | -522,994 | 7,607,288 | 980,250 | 0.04% | -6,627,038 |
| PROTAGONIST THERAPEUTICS INC | 3,211,041 | 2,560,916 | -650,125 | 177,474,236 | 170,121,650 | 6.90% | -7,352,586 |
| CULLINAN THERAPEUTICS INC(CGEM) | 5,750,683 | 5,750,683 | 0 | 43,302,643 | 34,101,550 | 1.38% | -9,201,093 |
| RAPT THERAPEUTICS INC | 1,154,692 | 0 | -1,154,692 | 9,237,536 | 0 | — | -9,237,536 |
| ESSA PHARMA INC | 8,748,629 | 11,668,473 | +2,919,844 | 14,872,669 | 2,228,678 | 0.09% | -12,643,991 |
| CELCUITY INC(CELC) | 3,466,000 | 658,421 | -2,807,579 | 46,271,100 | 32,525,997 | 1.32% | -13,745,103 |
| VERASTEM INC | 3,404,425 | 0 | -3,404,425 | 14,128,364 | 0 | — | -14,128,364 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 2,761,333 | 1,495,290 | -1,266,043 | 140,524,236 | 109,619,710 | 4.44% | -30,904,526 |
| IONIS PHARMACEUTICALS INC(IONS) | 1,913,385 | 0 | -1,913,385 | 75,597,841 | 0 | — | -75,597,841 |
| AXSOME THERAPEUTICS INC(AXSM) | 1,690,221 | 486,757 | -1,203,464 | 176,442,170 | 59,116,638 | 2.40% | -117,325,532 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 19,751,284 | 19,751,284 | 0 | 932,260,605 | 141,616,706 | 5.74% | -790,643,899 |