$3.71 Billion is the total value of BVF INC/IL's 69 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 85.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IONS | Buy | IONIS PHARMACEUTICALS INC | $181,649,246 | +55.6% | 4,004,613 | +40.7% | 4.90% | +50.5% |
| MIRM | New | MIRUM PHARMACEUTICALS INC | $138,092,758 | – | 4,370,024 | +100.0% | 3.72% | – |
| OLMA | Buy | OLEMA PHARMACEUTICALS INC | $112,828,279 | +64.2% | 9,135,893 | +20.0% | 3.04% | +58.8% |
| PTGX | Buy | PROTAGONIST THERAPEUTICS INC | $95,824,065 | -8.1% | 5,744,848 | +52.1% | 2.58% | -11.1% |
| MRUS | Buy | MERUS N V | $64,902,064 | +53.8% | 2,752,420 | +71.8% | 1.75% | +48.8% |
| ACRS | Buy | ACLARIS THERAPEUTICS INC | $48,393,442 | +38.9% | 7,064,736 | +110.2% | 1.30% | +34.4% |
| JANX | Buy | JANUX THERAPEUTICS INC | $46,164,565 | -5.3% | 4,579,818 | +11.5% | 1.24% | -8.4% |
| New | ROIVANT SCIENCES LTD | $32,031,337 | – | 2,742,409 | +100.0% | 0.86% | – | |
| IMVT | New | IMMUNOVANT INC | $11,517,000 | – | 300,000 | +100.0% | 0.31% | – |
| KRON | Buy | KRONOS BIO INC | $3,776,556 | -22.0% | 2,905,043 | +3.3% | 0.10% | -24.4% |
| New | MOLECULAR TEMPLATES INC | $3,362,480 | – | 532,038 | +100.0% | 0.09% | – | |
| New | UNICYCIVE THERAPEUTICS INC | $2,935,664 | – | 3,413,563 | +100.0% | 0.08% | – | |
| FBRX | New | FORTE BIOSCIENCES INC | $1,974,154 | – | 2,982,105 | +100.0% | 0.05% | – |
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 2023-11-14
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 | 2024-02-14 |
| 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 |
| 3 | 2023-11-06 |
| 4 | 2023-11-06 |
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.