$3.59 Billion is the total value of BVF INC/IL's 67 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 75.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RVMD | Buy | REVOLUTION MEDICINES INC | $167,336,979 | +55.9% | 6,255,588 | +26.2% | 4.66% | +18.9% |
| IDYA | Buy | IDEAYA BIOSCIENCES INC | $133,561,992 | +296.2% | 5,683,489 | +131.5% | 3.72% | +202.2% |
| IONS | Buy | IONIS PHARMACEUTICALS INC | $116,771,995 | +27.6% | 2,846,015 | +11.1% | 3.26% | -2.7% |
| JANX | Buy | JANUX THERAPEUTICS INC | $48,749,437 | +154.1% | 4,106,945 | +159.0% | 1.36% | +93.9% |
| LXRX | Buy | LEXICON PHARMACEUTICALS INC | $45,789,310 | +16.7% | 19,995,332 | +23.8% | 1.28% | -11.1% |
| ALLK | Buy | ALLAKOS INC | $37,724,538 | +39.9% | 8,652,417 | +42.8% | 1.05% | +6.6% |
| New | VERASTEM INC | $12,538,029 | – | 1,685,219 | +100.0% | 0.35% | – | |
| New | TSCAN THERAPEUTICS INC | $7,473,685 | – | 2,989,474 | +100.0% | 0.21% | – | |
| DCTH | New | DELCATH SYS INC | $6,872,328 | – | 1,178,787 | +100.0% | 0.19% | – |
| ELDN | Buy | ELEDON PHARMACEUTICALS INC | $5,927,593 | +8.0% | 4,326,710 | +86.0% | 0.16% | -17.9% |
| KRON | New | KRONOS BIO INC | $4,839,194 | – | 2,813,485 | +100.0% | 0.14% | – |
| New | ASLAN PHARMACEUTICALS LTDspon ads new | $3,832,496 | – | 1,049,999 | +100.0% | 0.11% | – | |
| PIRS | Buy | PIERIS PHARMACEUTICALS INC | $3,410,932 | -31.2% | 20,609,863 | +305.7% | 0.10% | -47.5% |
| New | GALMED PHARMACEUTICALS LTD | $261,472 | – | 89,853 | +100.0% | 0.01% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| XENON PHARMACEUTICALS INC | 36 | Q3 2023 | 4.7% |
| PIERIS PHARMACEUTICALS INC | 30 | Q3 2023 | 2.8% |
| CYTOKINETICS INC | 29 | Q4 2020 | 11.8% |
| INFINITY PHARMACEUTICALS INC | 29 | Q2 2023 | 4.3% |
| XOMA CORP DEL | 28 | Q3 2023 | 7.3% |
| ARQULE INC | 27 | Q4 2019 | 4.8% |
| CHEMOCENTRYX INC | 26 | Q3 2019 | 13.8% |
| CYTOMX THERAPEUTICS INC | 26 | Q3 2023 | 5.3% |
| CORVUS PHARMACEUTICALS INC | 26 | Q3 2023 | 2.3% |
| ARRAY BIOPHARMA INC | 25 | Q2 2019 | 14.5% |
View BVF INC/IL's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 4 | 2024-05-13 |
| 13F-HR | 2024-02-14 |
| 4 | 2024-01-29 |
| 3 | 2024-01-26 |
| 4 | 2024-01-09 |
| 4 | 2023-12-20 |
| 4 | 2023-11-17 |
| 13F-HR | 2023-11-14 |
| 3 | 2023-11-13 |
View BVF INC/IL's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.