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BVF Inc/il
BVF INC/IL is the management entity for Biotechnology Value Fund and related entities, an investment firm specializing in fundamentally-driven public biotechnology investments. Headquartered in San Francisco, CA, BVF INC/IL was founded in 1993 and is known for its focus on the life sciences and biotechnology sectors. The firm manages several investment vehicles targeting public and private biotech companies. Employee count information is not public but, as a specialist fund, is estimated to be under 50 employees. BVF INC/IL serves institutional investors, family offices, and other sophisticated clients seeking exposure to the biotechnology sector.
Investment Strategy
BVF INC/IL, through BVF Partners, employs a fundamentally-driven, research-intensive investment approach focusing primarily on public biotechnology companies. The fund engages in rigorous scientific and financial due diligence to identify undervalued or promising biotechnology firms, often taking concentrated positions. Their strategy encompasses investments across the drug development spectrum, including novel therapeutics and emerging biotech platforms, frequently maintaining long-term holdings and, at times, taking activist stances to unlock shareholder value.
Latest 13F Filing Activity
BVF Inc/il filed their most recent 13F report on Jun 30, 2025 disclosing 42 equity positions with a total 13F market value of $3B. The fund increased holdings in Moonlake Immunotherapeutics, Kymera Therapeutics Inc., Protagonist Therapeutics Inc. among other positions. BVF Inc/il reduced exposure to Galapagos NV, Verve Therapeutics Inc., Axsome Therapeutics Inc. among others.
Top Holdings
Equity Positions (42)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MLTX | MOONLAKE IMMUNOTHERAPEUTICS | 33.31% | $932.3M | 19,751,284 | $5.25 | $47.20 | +$160.6M |
K KYMR | KYMERA THERAPEUTICS INC | 8.58% | $240.1M | 5,502,710 | $33.52 | $43.64 | +$98.9M |
R RVMD | REVOLUTION MEDICINES INC | 6.55% | $183.3M | 4,982,384 | $30.42 | $36.79 | +$7.1M |
P PTGX | PROTAGONIST THERAPEUTICS INC | 6.34% | $177.5M | 3,211,041 | $33.72 | $55.27 | +$52.9M |
A AXSM | AXSOME THERAPEUTICS INC | 6.30% | $176.4M | 1,690,221 | $88.59 | $104.39 | -$20.7M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
A Amy Ma | Investment Analyst | San Francisco, CA , United States | |
H Harsha P. | Investment Analyst | United States | |
 | Investment Analyst | San Francisco, CA , United States | |
 | Principal | CA , United States | |
 | Analyst | San Francisco, CA , United States |
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