The Analysis of BVF INC/IL's Holdings & P&L


Currently, BVF INC/IL holds 41 types of securities in its portfolio with a total value $3.1B. In the most recent quarter, they have increased their positions in N/A (+1.0M shares, valued at $71.9M), ALKS (+2.0M shares, valued at $70.7M), IRON (+622.3K shares, valued at $39.8M); decreased their positions in MLTX (-3.8M shares, valued at $69.9M), RVMD (-500.0K shares, valued at $48.6M), FDMT (-1.8M shares, valued at $16.3M); initiated new positions in ALKS (+2.0M shares, valued at $70.7M), N/A (+1.3M shares, valued at $31.2M), AVR (+3.0M shares, valued at $16.6M).


1M P&L
-86.6M-2.92%
3M P&L
+52.8M+1.87%
HY P&L
+327.2M+12.83%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology2.7B
96.8%
2Drug Manufacturers - Specialty & Generic70.7M
2.6%
3Medical Instruments & Supplies16.6M
0.6%

Top Industries by Stock Count

1Biotechnology31 stocks
93.9%
2Drug Manufacturers - Specialty & Generic1 stocks
3.0%
3Medical Instruments & Supplies1 stocks
3.0%
Stock Holdings
KYMR
KYMERA THERAPEUTICS INC
0.00%
Shares5.5M
Event2026-03-31
Filed2026-05-15
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-18.99%
Shares16.0M
Event2026-03-31
Filed2026-05-15
RVMD
REVOLUTION MEDICINES INC
-14.90%
Shares2.9M
Event2026-03-31
Filed2026-05-15
NEKTAR THERAPEUTICS
NEKTAR THERAPEUTICS
64.12%
Shares2.6M
Event2026-03-31
Filed2026-05-15
GPCR
STRUCTURE THERAPEUTICS INC
-0.57%
Shares3.5M
Event2026-03-31
Filed2026-05-15
MIRM
MIRUM PHARMACEUTICALS INC
5.98%
Shares1.6M
Event2026-03-31
Filed2026-05-15
GHRS
GH RESEARCH PLC
-2.01%
Shares8.7M
Event2026-03-31
Filed2026-05-15
PVLA
PALVELLA THERAPEUTICS INC NE
9.33%
Shares961.0K
Event2026-03-31
Filed2026-05-15
ZYMEWORKS INC
ZYMEWORKS INC
-5.19%
Shares3.7M
Event2026-03-31
Filed2026-05-15
XNCR
XENCOR INC
0.00%
Shares7.1M
Event2026-03-31
Filed2026-05-15
STOK
STOKE THERAPEUTICS INC
12.44%
Shares2.5M
Event2026-03-31
Filed2026-05-15
CGEM
CULLINAN THERAPEUTICS INC
0.00%
Shares5.8M
Event2026-03-31
Filed2026-05-15
IRON
DISC MEDICINE INC
95.74%
Shares1.3M
Event2026-03-31
Filed2026-05-15
XOMA
XOMA ROYALTY CORPORATION
0.00%
Shares2.6M
Event2026-03-31
Filed2026-05-15
OLMA
OLEMA PHARMACEUTICALS INC
0.00%
Shares5.3M
Event2026-03-31
Filed2026-05-15
TYRA
TYRA BIOSCIENCES INC
-7.12%
Shares2.0M
Event2026-03-31
Filed2026-05-15
GLUE
MONTE ROSA THERAPEUTICS INC
16.29%
Shares4.5M
Event2026-03-31
Filed2026-05-15
ALKS
ALKERMES PLC
New
Shares2.0M
Event2026-03-31
Filed2026-05-15
KURA
KURA ONCOLOGY INC
-1.99%
Shares8.4M
Event2026-03-31
Filed2026-05-15
ACIU
AC IMMUNE SA
0.00%
Shares19.8M
Event2026-03-31
Filed2026-05-15
CRESCENT BIOPHARMA INC.
CRESCENT BIOPHARMA INC.
0.00%
Shares2.7M
Event2026-03-31
Filed2026-05-15
ANNX
ANNEXON INC
-4.71%
Shares8.7M
Event2026-03-31
Filed2026-05-15
CMPX
COMPASS THERAPEUTICS INC
0.00%
Shares7.8M
Event2026-03-31
Filed2026-05-15
IMCR
IMMUNOCORE HLDGS PLC
-13.06%
Shares1.3M
Event2026-03-31
Filed2026-05-15
SEPN
SEPTERNA INC
-21.36%
Shares1.4M
Event2026-03-31
Filed2026-05-15
SUTRO BIOPHARMA INC
SUTRO BIOPHARMA INC
New
Shares1.3M
Event2026-03-31
Filed2026-05-15
FHTX
FOGHORN THERAPEUTICS INC
10.18%
Shares5.8M
Event2026-03-31
Filed2026-05-15
FDMT
4D MOLECULAR THERAPEUTICS IN
-37.80%
Shares2.9M
Event2026-03-31
Filed2026-05-15
IVVD
INVIVYD INC
0.00%
Shares19.5M
Event2026-03-31
Filed2026-05-15
AVALO THERAPEUTICS INC
AVALO THERAPEUTICS INC
20.48%
Shares1.6M
Event2026-03-31
Filed2026-05-15
ELDN
ELEDON PHARMACEUTICALS INC
0.00%
Shares6.3M
Event2026-03-31
Filed2026-05-15
AVR
ANTERIS TECHNOLOGIES GLOBAL
New
Shares3.0M
Event2026-03-31
Filed2026-05-15
XFOR
X4 PHARMACEUTICALS INC
0.00%
Shares2.2M
Event2026-03-31
Filed2026-05-15
IMUX
IMMUNIC INC
0.00%
Shares7.7M
Event2026-03-31
Filed2026-05-15
ONKURE THERAPEUTICS INC
ONKURE THERAPEUTICS INC
New
Shares2.0M
Event2026-03-31
Filed2026-05-15
TCRX
TSCAN THERAPEUTICS INC
6.47%
Shares5.6M
Event2026-03-31
Filed2026-05-15
IMA
IMAGENEBIO INC
38.39%
Shares1.1M
Event2026-03-31
Filed2026-05-15
TENAX THERAPEUTICS INC
TENAX THERAPEUTICS INC
0.00%
Shares339.5K
Event2026-03-31
Filed2026-05-15
MOLN
MOLECULAR PARTNERS AG
0.00%
Shares1.4M
Event2026-03-31
Filed2026-05-15
IVA
INVENTIVA SA
0.00%
Shares686.0K
Event2026-03-31
Filed2026-05-15
ENGENE HOLDINGS INC
ENGENE HOLDINGS INC
0.00%
Shares945.4K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
BVF INC/IL Institutional Holdings, Portfolio & P&L β€” TradeFomo