BI
BVF Inc Portfolio holdings
AUM
$2.8B
1-Year Est. Return
17.96%
1 Year Est. Return
+17.96%
AUM
$2.45B
AUM Growth
-$497M
(-17%)
Holding
55
Top Buys
| 1 | +$57.7M | |
| 2 | +$35.2M | |
| 3 | +$34.2M | |
| 4 |
Protagonist Therapeutics
PTGX
|
+$32.6M |
| 5 |
Revolution Medicines
RVMD
|
+$28.3M |
Top Sells
| 1 | +$35.3M | |
| 2 | +$33.9M | |
| 3 | +$17.3M | |
| 4 |
enGene Holdings
ENGN
|
+$14M |
| 5 |
Xoma
XOMA
|
+$13M |
Sector Composition
| 1 | Healthcare | 99.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
MoonLake Immunotherapeutics
MLTX
$596M
| $772M | 31.45% |
19,751,284
|
|
||
2
Axsome Therapeutics
AXSM
$6.24B
| $197M | 8.03% |
1,690,221
+302,157
|
|
||
|
3
Revolution Medicines
RVMD
$9.29B
| $176M | 7.18% |
4,982,384
+801,205
|
|
||
4
Kymera Therapeutics
KYMR
$4.32B
| $141M | 5.76% |
5,161,801
|
|
||
5
Mirum Pharmaceuticals
MIRM
$3.74B
| $126M | 5.13% |
2,796,513
|
|
||
|
6
Protagonist Therapeutics
PTGX
$4.71B
| $125M | 5.08% |
2,575,015
+675,000
|
|
||
7
GH Research
GHRS
$857M
| $97.4M | 3.97% |
8,827,712
-1,572,446
|
|
||
|
8
Xoma
XOMA
$441M
| $59.5M | 2.42% |
2,983,026
-650,717
|
|
||
9
Ionis Pharmaceuticals
IONS
$11.6B
| $57.7M | 2.35% |
+1,913,385
|
|
||
10
Zymeworks
ZYME
$1.4B
| $51.3M | 2.09% |
4,308,935
|
|
||
11
Kura Oncology
KURA
$879M
| $51.2M | 2.09% |
7,754,129
+5,186,660
|
|
||
12
Cullinan Oncology
CGEM
$516M
| $43.5M | 1.77% |
5,750,683
|
|
||
13
AC Immune
ACIU
$298M
| $37.1M | 1.51% |
19,822,436
+300,000
|
|
||
14
Tyra Biosciences
TYRA
$791M
| $36.7M | 1.5% |
3,944,194
|
|
||
15
Galapagos
GLPG
$2.25B
| $36.5M | 1.49% |
1,454,422
-115,000
|
|
||
16
Celcuity
CELC
$2.23B
| $35M | 1.43% |
3,466,000
|
|
||
|
VERV
17
DELISTED
Verve Therapeutics
VERV
| $31.6M | 1.29% |
6,904,050
|
|
||
18
Structure Therapeutics
GPCR
$1.59B
| $30.7M | 1.25% |
1,771,417
|
|
||
19
Xencor
XNCR
$1.07B
| $29.2M | 1.19% |
2,740,141
+451,381
|
|
||
20
Monte Rosa Therapeutics
GLUE
$637M
| $26.3M | 1.07% |
5,660,132
+2,895,661
|
|
||
|
SEPN
21
Septerna Inc
SEPN
$1.01B
| $25.5M | 1.04% |
4,396,124
+1,944,100
|
|
||
22
Eledon Pharmaceuticals
ELDN
$171M
| $21.3M | 0.87% |
6,293,282
|
|
||
23
Cidara Therapeutics
CDTX
$2.59B
| $19.9M | 0.81% |
924,642
-168,154
|
|
||
24
Olema Pharmaceuticals
OLMA
$659M
| $19.9M | 0.81% |
5,295,893
-420,000
|
|
||
|
PVLA
25
Palvella Therapeutics
PVLA
$809M
| $19.5M | 0.79% |
696,555
|
|