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.
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 |