| Issuer | % of Class | Filed | |||
|---|---|---|---|---|---|
|
Frazier Life Sciences Acquisition Corp. II
13G
G37103101
|
6.4% |
10/21/2026
Event 10/14/2026
|
|||
| Biotechnology Value Fund L P | 3.3% | ||||
| BVF I GP LLC | 3.3% | ||||
| Biotechnology Value Fund II LP | 2.4% | ||||
| BVF II GP LLC | 2.4% | ||||
| Biotechnology Value Trading Fund OS LP | 0.5% | ||||
| BVF Partners OS Ltd. | 0.5% | ||||
| BVF GP Holdings LLC | 5.8% | ||||
| BVF Partners L P/IL | 6.4% | ||||
| BVF Inc/IL | 6.4% | ||||
| Lampert Mark N | 6.4% | ||||
|
Olema Pharmaceuticals, Inc.
13D/A
Amendment 4
OLMA · 68062P106
|
9.8% |
10/16/2026
Event 10/14/2026
|
|||
| Biotechnology Value Fund L P | 6.6% | ||||
| BVF I GP LLC | 6.6% | ||||
| Biotechnology Value Fund II LP | 2.7% | ||||
| BVF II GP LLC | 2.7% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 9.1% | ||||
| BVF Partners L P/IL | 9.8% | ||||
| BVF Inc/IL | 9.8% | ||||
| Lampert Mark N | 9.8% | ||||
| Hrustanovic Gorjan | 0.2% | ||||
|
Foghorn Therapeutics Inc.
13G/A
Amendment 2
FHTX · 344174107
|
14.3% |
10/5/2026
Event 10/1/2026
|
|||
| Biotechnology Value Fund L P | 7.6% | ||||
| BVF I GP LLC | 7.6% | ||||
| Biotechnology Value Fund II LP | 5.4% | ||||
| BVF II GP LLC | 5.4% | ||||
| Biotechnology Value Trading Fund OS LP | 1.0% | ||||
| BVF Partners OS Ltd. | 1.0% | ||||
| BVF GP Holdings LLC | 13.0% | ||||
| BVF Partners L P/IL | 14.3% | ||||
| BVF Inc/IL | 14.3% | ||||
| Lampert Mark N | 14.3% | ||||
|
Stoke Therapeutics, Inc.
13G
STOK · 86150R107
|
5.6% |
9/30/2026
Event 9/23/2026
|
|||
| Biotechnology Value Fund L P | 2.9% | ||||
| BVF I GP LLC | 2.9% | ||||
| Biotechnology Value Fund II LP | 2.2% | ||||
| BVF II GP LLC | 2.2% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 5.1% | ||||
| BVF Partners L P/IL | 5.6% | ||||
| BVF Inc/IL | 5.6% | ||||
| Lampert Mark N | 5.6% | ||||
|
Tyra Biosciences, Inc.
13G
TYRA · 90240B106
|
6.1% |
9/21/2026
Event 9/14/2026
|
|||
| Biotechnology Value Fund L P | 3.2% | ||||
| BVF I GP LLC | 3.2% | ||||
| Biotechnology Value Fund II LP | 2.4% | ||||
| BVF II GP LLC | 2.4% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 5.6% | ||||
| BVF Partners L P/IL | 6.1% | ||||
| BVF Inc/IL | 6.1% | ||||
| Lampert Mark N | 6.1% | ||||
|
Alector, Inc.
13G
ALEC · 014442107
|
8.4% |
9/18/2026
Event 9/11/2026
|
|||
| Biotechnology Value Fund L P | 4.4% | ||||
| BVF I GP LLC | 4.4% | ||||
| Biotechnology Value Fund II LP | 3.3% | ||||
| BVF II GP LLC | 3.3% | ||||
| Biotechnology Value Trading Fund OS LP | 0.6% | ||||
| BVF Partners OS Ltd. | 0.6% | ||||
| BVF GP Holdings LLC | 7.7% | ||||
| BVF Partners L P/IL | 8.4% | ||||
| BVF Inc/IL | 8.4% | ||||
| Lampert Mark N | 8.4% | ||||
|
Tenax Therapeutics, Inc.
13G/A
Amendment 3
TENX · 88032L605
|
10.0% |
8/14/2026
Event 6/30/2026
|
|||
| Biotechnology Value Fund L P | 9.5% | ||||
| BVF I GP LLC | 9.5% | ||||
| Biotechnology Value Fund II LP | 0.5% | ||||
| BVF II GP LLC | 0.5% | ||||
| Biotechnology Value Trading Fund OS LP | 0% | ||||
| BVF Partners OS Ltd. | 0% | ||||
| BVF GP Holdings LLC | 10.0% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
TScan Therapeutics, Inc.
13G/A
Amendment 4
TCRX · 89854M101
|
10.0% |
8/14/2026
Event 6/30/2026
|
|||
| Biotechnology Value Fund L P | 5.7% | ||||
| BVF I GP LLC | 5.7% | ||||
| Biotechnology Value Fund II LP | 4.2% | ||||
| BVF II GP LLC | 4.2% | ||||
| Biotechnology Value Trading Fund OS LP | 0.1% | ||||
| BVF Partners OS Ltd. | 0.1% | ||||
| BVF GP Holdings LLC | 9.8% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
Palvella Therapeutics, Inc.
13G/A
Amendment 4
PVLA · 697947109
|
4.7% |
8/14/2026
Event 6/30/2026
|
|||
| Biotechnology Value Fund L P | 2.5% | ||||
| BVF I GP LLC | 2.5% | ||||
| Biotechnology Value Fund II LP | 1.9% | ||||
| BVF II GP LLC | 1.9% | ||||
| Biotechnology Value Trading Fund OS LP | 0.3% | ||||
| BVF Partners OS Ltd. | 0.3% | ||||
| BVF GP Holdings LLC | 4.3% | ||||
| BVF Partners L P/IL | 4.7% | ||||
| BVF Inc/IL | 4.7% | ||||
| Lampert Mark N | 4.7% | ||||
|
OnKure Therapeutics, Inc.
13G/A
Amendment 1
OKUR · 68277Q105
|
8.0% |
8/14/2026
Event 6/30/2026
|
|||
| Biotechnology Value Fund L P | 4.1% | ||||
| BVF I GP LLC | 4.1% | ||||
| Biotechnology Value Fund II LP | 3.2% | ||||
| BVF II GP LLC | 3.2% | ||||
| Biotechnology Value Trading Fund OS LP | 0.6% | ||||
| BVF Partners OS Ltd. | 0.6% | ||||
| BVF GP Holdings LLC | 7.3% | ||||
| BVF Partners L P/IL | 8.0% | ||||
| BVF Inc/IL | 8.0% | ||||
| Lampert Mark N | 8.0% | ||||
|
Nektar Therapeutics
13G/A
Amendment 2
NKTR · 640268306
|
7.1% |
8/14/2026
Event 6/30/2026
|
|||
| Biotechnology Value Fund L P | 3.7% | ||||
| BVF I GP LLC | 3.7% | ||||
| Biotechnology Value Fund II LP | 2.8% | ||||
| BVF II GP LLC | 2.8% | ||||
| Biotechnology Value Trading Fund OS LP | 0.5% | ||||
| BVF Partners OS Ltd. | 0.5% | ||||
| BVF GP Holdings LLC | 6.5% | ||||
| BVF Partners L P/IL | 7.1% | ||||
| BVF Inc/IL | 7.1% | ||||
| Lampert Mark N | 7.1% | ||||
|
Invivyd, Inc.
13G/A
Amendment 2
IVVD · 00534A102
|
10.0% |
8/14/2026
Event 6/30/2026
|
|||
| Biotechnology Value Fund L P | 5.4% | ||||
| BVF I GP LLC | 5.4% | ||||
| Biotechnology Value Fund II LP | 3.8% | ||||
| BVF II GP LLC | 3.8% | ||||
| Biotechnology Value Trading Fund OS LP | 0.6% | ||||
| BVF Partners OS Ltd. | 0.6% | ||||
| BVF GP Holdings LLC | 9.2% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
ImageneBio, Inc.
13G/A
Amendment 7
IMA · 45175G207
|
9.9% |
8/14/2026
Event 6/30/2026
|
|||
| Biotechnology Value Fund L P | 5.4% | ||||
| BVF I GP LLC | 5.4% | ||||
| Biotechnology Value Fund II LP | 3.8% | ||||
| BVF II GP LLC | 3.8% | ||||
| Biotechnology Value Trading Fund OS LP | 0.6% | ||||
| BVF Partners OS Ltd. | 0.6% | ||||
| BVF GP Holdings LLC | 9.3% | ||||
| BVF Partners L P/IL | 9.9% | ||||
| BVF Inc/IL | 9.9% | ||||
| Lampert Mark N | 9.9% | ||||
|
Cullinan Therapeutics, Inc.
13G/A
Amendment 8
CGEM · 230031106
|
10.0% |
8/14/2026
Event 6/30/2026
|
|||
| Biotechnology Value Fund L P | 5.7% | ||||
| BVF I GP LLC | 5.7% | ||||
| Biotechnology Value Fund II LP | 3.5% | ||||
| BVF II GP LLC | 3.5% | ||||
| Biotechnology Value Trading Fund OS LP | 0.6% | ||||
| BVF Partners OS Ltd. | 0.6% | ||||
| BVF GP Holdings LLC | 9.2% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
Avalo Therapeutics, Inc.
13G/A
Amendment 5
AVTX · 05338F306
|
5.3% |
8/14/2026
Event 6/30/2026
|
|||
| Biotechnology Value Fund L P | 2.8% | ||||
| BVF I GP LLC | 2.8% | ||||
| Biotechnology Value Fund II LP | 2.1% | ||||
| BVF II GP LLC | 2.1% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 4.8% | ||||
| BVF Partners L P/IL | 5.3% | ||||
| BVF Inc/IL | 5.3% | ||||
| Lampert Mark N | 5.3% | ||||
|
TCGX Acquisition Corp.
13G
TCGX · G8708J109
|
5.5% |
8/12/2026
Event 8/5/2026
|
|||
| Biotechnology Value Fund L P | 2.9% | ||||
| BVF I GP LLC | 2.9% | ||||
| Biotechnology Value Fund II LP | 2.1% | ||||
| BVF II GP LLC | 2.1% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 5.0% | ||||
| BVF Partners L P/IL | 5.5% | ||||
| BVF Inc/IL | 5.5% | ||||
| Lampert Mark N | 5.5% | ||||
|
Entera Bio Ltd.
13D
ENTX · M40527109
|
10.0% |
8/4/2026
Event 7/28/2026
|
|||
| Biotechnology Value Fund L P | 5.3% | ||||
| BVF I GP LLC | 5.3% | ||||
| Biotechnology Value Fund II LP | 3.9% | ||||
| BVF II GP LLC | 3.9% | ||||
| Biotechnology Value Trading Fund OS LP | 0.7% | ||||
| BVF Partners OS Ltd. | 0.7% | ||||
| BVF GP Holdings LLC | 9.2% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
Research Alliance Corp IV
13G
RACD · G75228109
|
6.4% |
7/20/2026
Event 7/13/2026
|
|||
| Biotechnology Value Fund L P | 3.4% | ||||
| BVF I GP LLC | 3.4% | ||||
| Biotechnology Value Fund II LP | 2.5% | ||||
| BVF II GP LLC | 2.5% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 5.9% | ||||
| BVF Partners L P/IL | 6.4% | ||||
| BVF Inc/IL | 6.4% | ||||
| Lampert Mark N | 6.4% | ||||
|
XOMA Royalty Corp
13D/A
Amendment 15
XOMA · 98419J206
|
0% |
7/16/2026
Event 7/14/2026
|
|||
| Biotechnology Value Fund L P | 0% | ||||
| BVF I GP LLC | 0% | ||||
| Biotechnology Value Fund II LP | 0% | ||||
| BVF II GP LLC | 0% | ||||
| Biotechnology Value Trading Fund OS LP | 0% | ||||
| BVF Partners OS Ltd. | 0% | ||||
| BVF GP Holdings LLC | 0% | ||||
| BVF Partners L P/IL | 0% | ||||
| BVF Inc/IL | 0% | ||||
| Lampert Mark N | 0% | ||||
|
Pyxis Oncology, Inc.
13G
PYXS · 747324101
|
10.0% |
7/10/2026
Event 7/2/2026
|
|||
| Biotechnology Value Fund L P | 5.5% | ||||
| BVF I GP LLC | 5.5% | ||||
| Biotechnology Value Fund II LP | 3.7% | ||||
| BVF II GP LLC | 3.7% | ||||
| Biotechnology Value Trading Fund OS LP | 0.6% | ||||
| BVF Partners OS Ltd. | 0.6% | ||||
| BVF GP Holdings LLC | 9.2% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
MoonLake Immunotherapeutics
13D/A
Amendment 6
MLTX · 61559X104
|
19.7% |
6/29/2026
Event 6/25/2026
|
|||
| Biotechnology Value Fund L P | 10.2% | ||||
| BVF I GP LLC | 10.2% | ||||
| Biotechnology Value Fund II LP | 8.1% | ||||
| BVF II GP LLC | 8.1% | ||||
| Biotechnology Value Trading Fund OS LP | 1.3% | ||||
| BVF Partners OS Ltd. | 1.3% | ||||
| BVF GP Holdings LLC | 18.4% | ||||
| BVF Partners L P/IL | 19.7% | ||||
| BVF Inc/IL | 19.7% | ||||
| Lampert Mark N | 19.7% | ||||
| Loy Spike | <0.1% | ||||
|
Kymera Therapeutics, Inc.
13D/A
Amendment 6
KYMR · 501575104
|
6.3% |
6/26/2026
Event 6/26/2026
|
|||
| Biotechnology Value Fund L P | 3.3% | ||||
| BVF I GP LLC | 3.3% | ||||
| Biotechnology Value Fund II LP | 2.6% | ||||
| BVF II GP LLC | 2.6% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 5.8% | ||||
| BVF Partners L P/IL | 6.3% | ||||
| BVF Inc/IL | 6.3% | ||||
| Lampert Mark N | 6.3% | ||||
| Hrustanovic Gorjan | 0.1% | ||||
|
Q32 Bio Inc.
13G
QTTB · 746964105
|
10.0% |
6/4/2026
Event 5/28/2026
|
|||
| Biotechnology Value Fund L P | 5.3% | ||||
| BVF I GP LLC | 5.3% | ||||
| Biotechnology Value Fund II LP | 3.9% | ||||
| BVF II GP LLC | 3.9% | ||||
| Biotechnology Value Trading Fund OS LP | 0.7% | ||||
| BVF Partners OS Ltd. | 0.7% | ||||
| BVF GP Holdings LLC | 9.2% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
Research Alliance Corp III
13G
RACC · G75226103
|
6.4% |
5/29/2026
Event 5/21/2026
|
|||
| Biotechnology Value Fund L P | 3.4% | ||||
| BVF I GP LLC | 3.4% | ||||
| Biotechnology Value Fund II LP | 2.5% | ||||
| BVF II GP LLC | 2.5% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 5.9% | ||||
| BVF Partners L P/IL | 6.4% | ||||
| BVF Inc/IL | 6.4% | ||||
| Lampert Mark N | 6.4% | ||||
|
OnKure Therapeutics, Inc.
13G
OKUR · 68277Q105
|
5.3% |
5/27/2026
Event 5/19/2026
|
|||
| Biotechnology Value Fund L P | 2.7% | ||||
| BVF I GP LLC | 2.7% | ||||
| Biotechnology Value Fund II LP | 2.1% | ||||
| BVF II GP LLC | 2.1% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 4.8% | ||||
| BVF Partners L P/IL | 5.3% | ||||
| BVF Inc/IL | 5.3% | ||||
| Lampert Mark N | 5.3% | ||||
|
XOMA Royalty Corp
13D/A
Amendment 14
XOMA · 98419J206
|
43.3% |
5/18/2026
Event 5/14/2026
|
|||
| Biotechnology Value Fund L P | 20.7% | ||||
| BVF I GP LLC | 20.7% | ||||
| Biotechnology Value Fund II LP | 15.8% | ||||
| BVF II GP LLC | 15.8% | ||||
| Biotechnology Value Trading Fund OS LP | 2.3% | ||||
| BVF Partners OS Ltd. | 2.3% | ||||
| BVF GP Holdings LLC | 36.5% | ||||
| BVF Partners L P/IL | 43.3% | ||||
| BVF Inc/IL | 43.3% | ||||
| Lampert Mark N | 43.3% | ||||
|
Tenax Therapeutics, Inc.
13G/A
Amendment 2
TENX · 88032L605
|
10.0% |
5/15/2026
Event 3/31/2026
|
|||
| Biotechnology Value Fund L P | 9.2% | ||||
| BVF I GP LLC | 9.2% | ||||
| Biotechnology Value Fund II LP | 0.9% | ||||
| BVF II GP LLC | 0.9% | ||||
| Biotechnology Value Trading Fund OS LP | 0% | ||||
| BVF Partners OS Ltd. | 0% | ||||
| BVF GP Holdings LLC | 10.0% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
TScan Therapeutics, Inc.
13G/A
Amendment 3
TCRX · 89854M101
|
10.0% |
5/15/2026
Event 3/31/2026
|
|||
| Biotechnology Value Fund L P | 5.4% | ||||
| BVF I GP LLC | 5.4% | ||||
| Biotechnology Value Fund II LP | 3.3% | ||||
| BVF II GP LLC | 3.3% | ||||
| Biotechnology Value Trading Fund OS LP | 1.0% | ||||
| BVF Partners OS Ltd. | 1.0% | ||||
| BVF GP Holdings LLC | 8.7% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
Nektar Therapeutics
13G/A
Amendment 1
NKTR · 640268306
|
9.8% |
5/15/2026
Event 3/31/2026
|
|||
| Biotechnology Value Fund L P | 5.3% | ||||
| BVF I GP LLC | 5.3% | ||||
| Biotechnology Value Fund II LP | 3.9% | ||||
| BVF II GP LLC | 3.9% | ||||
| Biotechnology Value Trading Fund OS LP | 0.6% | ||||
| BVF Partners OS Ltd. | 0.6% | ||||
| BVF GP Holdings LLC | 9.1% | ||||
| BVF Partners L P/IL | 9.8% | ||||
| BVF Inc/IL | 9.8% | ||||
| Lampert Mark N | 9.8% | ||||
|
ImageneBio, Inc.
13G/A
Amendment 6
IMA · 45175G207
|
9.9% |
5/15/2026
Event 3/31/2026
|
|||
| Biotechnology Value Fund L P | 5.3% | ||||
| BVF I GP LLC | 5.3% | ||||
| Biotechnology Value Fund II LP | 3.9% | ||||
| BVF II GP LLC | 3.9% | ||||
| Biotechnology Value Trading Fund OS LP | 0.6% | ||||
| BVF Partners OS Ltd. | 0.6% | ||||
| BVF GP Holdings LLC | 9.2% | ||||
| BVF Partners L P/IL | 9.9% | ||||
| BVF Inc/IL | 9.9% | ||||
| Lampert Mark N | 9.9% | ||||
|
Monte Rosa Therapeutics, Inc.
13G/A
Amendment 3
GLUE · 61225M102
|
6.3% |
5/15/2026
Event 3/31/2026
|
|||
| Biotechnology Value Fund L P | 3.4% | ||||
| BVF I GP LLC | 3.4% | ||||
| Biotechnology Value Fund II LP | 2.5% | ||||
| BVF II GP LLC | 2.5% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 5.8% | ||||
| BVF Partners L P/IL | 6.3% | ||||
| BVF Inc/IL | 6.3% | ||||
| Lampert Mark N | 6.3% | ||||
|
Foghorn Therapeutics Inc.
13G/A
Amendment 1
FHTX · 344174107
|
10.0% |
5/15/2026
Event 3/31/2026
|
|||
| Biotechnology Value Fund L P | 5.4% | ||||
| BVF I GP LLC | 5.4% | ||||
| Biotechnology Value Fund II LP | 3.8% | ||||
| BVF II GP LLC | 3.8% | ||||
| Biotechnology Value Trading Fund OS LP | 0.7% | ||||
| BVF Partners OS Ltd. | 0.7% | ||||
| BVF GP Holdings LLC | 9.2% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
4D Molecular Therapeutics, Inc.
13G/A
Amendment 7
FDMT · 35104E100
|
10.0% |
5/15/2026
Event 3/31/2026
|
|||
| Biotechnology Value Fund L P | 7.3% | ||||
| BVF I GP LLC | 7.3% | ||||
| Biotechnology Value Fund II LP | 2.1% | ||||
| BVF II GP LLC | 2.1% | ||||
| Biotechnology Value Trading Fund OS LP | 0.6% | ||||
| BVF Partners OS Ltd. | 0.6% | ||||
| BVF GP Holdings LLC | 9.3% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
Eledon Pharmaceuticals, Inc.
13G/A
Amendment 11
ELDN · 28617K101
|
10.0% |
5/15/2026
Event 3/31/2026
|
|||
| Biotechnology Value Fund L P | 6.8% | ||||
| BVF I GP LLC | 6.8% | ||||
| Biotechnology Value Fund II LP | 2.7% | ||||
| BVF II GP LLC | 2.7% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 9.4% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
Compass Therapeutics, Inc.
13G/A
Amendment 1
CMPX · 20454B104
|
4.3% |
5/15/2026
Event 3/31/2026
|
|||
| Biotechnology Value Fund L P | 2.3% | ||||
| BVF I GP LLC | 2.3% | ||||
| Biotechnology Value Fund II LP | 1.7% | ||||
| BVF II GP LLC | 1.7% | ||||
| Biotechnology Value Trading Fund OS LP | 0.3% | ||||
| BVF Partners OS Ltd. | 0.3% | ||||
| BVF GP Holdings LLC | 4.0% | ||||
| BVF Partners L P/IL | 4.3% | ||||
| BVF Inc/IL | 4.3% | ||||
| Lampert Mark N | 4.3% | ||||
|
Cullinan Therapeutics, Inc.
13G/A
Amendment 7
CGEM · 230031106
|
10.0% |
5/15/2026
Event 3/31/2026
|
|||
| Biotechnology Value Fund L P | 5.8% | ||||
| BVF I GP LLC | 5.8% | ||||
| Biotechnology Value Fund II LP | 3.7% | ||||
| BVF II GP LLC | 3.7% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 9.4% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
Avalo Therapeutics, Inc.
13G/A
Amendment 4
AVTX · 05338F306
|
10.0% |
5/15/2026
Event 3/31/2026
|
|||
| Biotechnology Value Fund L P | 5.4% | ||||
| BVF I GP LLC | 5.4% | ||||
| Biotechnology Value Fund II LP | 4.0% | ||||
| BVF II GP LLC | 4.0% | ||||
| Biotechnology Value Trading Fund OS LP | 0.6% | ||||
| BVF Partners OS Ltd. | 0.6% | ||||
| BVF GP Holdings LLC | 9.3% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
Annexon, Inc.
13G/A
Amendment 4
ANNX · 03589W102
|
5.4% |
5/15/2026
Event 3/31/2026
|
|||
| Biotechnology Value Fund L P | 2.9% | ||||
| BVF I GP LLC | 2.9% | ||||
| Biotechnology Value Fund II LP | 2.1% | ||||
| BVF II GP LLC | 2.1% | ||||
| Biotechnology Value Trading Fund OS LP | 0.3% | ||||
| BVF Partners OS Ltd. | 0.3% | ||||
| BVF GP Holdings LLC | 5.0% | ||||
| BVF Partners L P/IL | 5.4% | ||||
| BVF Inc/IL | 5.4% | ||||
| Lampert Mark N | 5.4% | ||||
|
XOMA Royalty Corp
13D/A
Amendment 13
XOMA · 98419J206
|
21.4% |
4/29/2026
Event 4/27/2026
|
|||
| Biotechnology Value Fund L P | 10.9% | ||||
| BVF I GP LLC | 10.9% | ||||
| Biotechnology Value Fund II LP | 10.5% | ||||
| BVF II GP LLC | 10.5% | ||||
| Biotechnology Value Trading Fund OS LP | 0% | ||||
| BVF Partners OS Ltd. | 0% | ||||
| BVF GP Holdings LLC | 21.4% | ||||
| BVF Partners L P/IL | 21.4% | ||||
| BVF Inc/IL | 21.4% | ||||
| Lampert Mark N | 21.4% | ||||
|
MoonLake Immunotherapeutics
13D/A
Amendment 5
MLTX · 61559X104
|
22.3% |
4/2/2026
Event 3/31/2026
|
|||
| Biotechnology Value Fund L P | 11.6% | ||||
| BVF I GP LLC | 11.6% | ||||
| Biotechnology Value Fund II LP | 9.2% | ||||
| BVF II GP LLC | 9.2% | ||||
| Biotechnology Value Trading Fund OS LP | 1.4% | ||||
| BVF Partners OS Ltd. | 1.4% | ||||
| BVF GP Holdings LLC | 20.8% | ||||
| BVF Partners L P/IL | 22.3% | ||||
| BVF Inc/IL | 22.3% | ||||
| Lampert Mark N | 22.3% | ||||
| Loy Spike | <0.1% | ||||
|
Immunic, Inc.
13D
IMUX · 4525EP101
|
10.0% |
2/20/2026
Event 2/12/2026
|
|||
| Biotechnology Value Fund L P | 7.4% | ||||
| BVF I GP LLC | 7.4% | ||||
| Biotechnology Value Fund II LP | 2.2% | ||||
| BVF II GP LLC | 2.2% | ||||
| Biotechnology Value Trading Fund OS LP | 0.3% | ||||
| BVF Partners OS Ltd. | 0.3% | ||||
| BVF GP Holdings LLC | 9.6% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
| R. Thorvald Nagel | 0% | ||||
|
Sutro Biopharma, Inc.
13G
STRO · 869367201
|
7.6% |
2/18/2026
Event 2/10/2026
|
|||
| Biotechnology Value Fund L P | 4.1% | ||||
| BVF I GP LLC | 4.1% | ||||
| Biotechnology Value Fund II LP | 3.0% | ||||
| BVF II GP LLC | 3.0% | ||||
| Biotechnology Value Trading Fund OS LP | 0.5% | ||||
| BVF Partners OS Ltd. | 0.5% | ||||
| BVF GP Holdings LLC | 7.0% | ||||
| BVF Partners L P/IL | 7.6% | ||||
| BVF Inc/IL | 7.6% | ||||
| Lampert Mark N | 7.6% | ||||
|
Xencor Inc
13G/A
Amendment 1
XNCR · 98401F105
|
10.0% |
2/17/2026
Event 12/31/2025
|
|||
| Biotechnology Value Fund L P | 5.3% | ||||
| BVF I GP LLC | 5.3% | ||||
| Biotechnology Value Fund II LP | 3.9% | ||||
| BVF II GP LLC | 3.9% | ||||
| Biotechnology Value Trading Fund OS LP | 0.6% | ||||
| BVF Partners OS Ltd. | 0.6% | ||||
| BVF GP Holdings LLC | 9.2% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
X4 Pharmaceuticals, Inc
13G/A
Amendment 1
XFOR · 98420X202
|
3.9% |
2/17/2026
Event 12/31/2025
|
|||
| Biotechnology Value Fund L P | 2.1% | ||||
| BVF I GP LLC | 2.1% | ||||
| Biotechnology Value Fund II LP | 1.5% | ||||
| BVF II GP LLC | 1.5% | ||||
| Biotechnology Value Trading Fund OS LP | 0.2% | ||||
| BVF Partners OS Ltd. | 0.2% | ||||
| BVF GP Holdings LLC | 3.6% | ||||
| BVF Partners L P/IL | 3.9% | ||||
| BVF Inc/IL | 3.9% | ||||
| Lampert Mark N | 3.9% | ||||
|
Tyra Biosciences, Inc.
13G/A
Amendment 4
TYRA · 90240B106
|
4.0% |
2/17/2026
Event 12/31/2025
|
|||
| Biotechnology Value Fund L P | 2.1% | ||||
| BVF I GP LLC | 2.1% | ||||
| Biotechnology Value Fund II LP | 1.6% | ||||
| BVF II GP LLC | 1.6% | ||||
| Biotechnology Value Trading Fund OS LP | 0.2% | ||||
| BVF Partners OS Ltd. | 0.2% | ||||
| BVF GP Holdings LLC | 3.7% | ||||
| BVF Partners L P/IL | 4.0% | ||||
| BVF Inc/IL | 4.0% | ||||
| Lampert Mark N | 4.0% | ||||
|
Tenax Therapeutics, Inc.
13G/A
Amendment 1
TENX · 88032L605
|
10.0% |
2/17/2026
Event 12/31/2025
|
|||
| Biotechnology Value Fund L P | 7.8% | ||||
| BVF I GP LLC | 7.8% | ||||
| Biotechnology Value Fund II LP | 2.3% | ||||
| BVF II GP LLC | 2.3% | ||||
| Biotechnology Value Trading Fund OS LP | 0% | ||||
| BVF Partners OS Ltd. | 0% | ||||
| BVF GP Holdings LLC | 9.9% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
Septerna, Inc.
13G/A
Amendment 2
SEPN · 81734D104
|
3.8% |
2/17/2026
Event 12/31/2025
|
|||
| Biotechnology Value Fund L P | 2.0% | ||||
| BVF I GP LLC | 2.0% | ||||
| Biotechnology Value Fund II LP | 1.5% | ||||
| BVF II GP LLC | 1.5% | ||||
| Biotechnology Value Trading Fund OS LP | 0.2% | ||||
| BVF Partners OS Ltd. | 0.2% | ||||
| BVF GP Holdings LLC | 3.6% | ||||
| BVF Partners L P/IL | 3.8% | ||||
| BVF Inc/IL | 3.8% | ||||
| Lampert Mark N | 3.8% | ||||
|
SAB Biotherapeutics, Inc.
13G/A
Amendment 2
SABS · 78397T202
|
9.1% |
2/17/2026
Event 12/31/2025
|
|||
| Biotechnology Value Fund L P | 5.1% | ||||
| BVF I GP LLC | 5.1% | ||||
| Biotechnology Value Fund II LP | 3.9% | ||||
| BVF II GP LLC | 3.9% | ||||
| Biotechnology Value Trading Fund OS LP | 0.5% | ||||
| BVF Partners OS Ltd. | 0.5% | ||||
| BVF GP Holdings LLC | 8.6% | ||||
| BVF Partners L P/IL | 9.1% | ||||
| BVF Inc/IL | 9.1% | ||||
| Lampert Mark N | 9.1% | ||||
|
Palvella Therapeutics, Inc.
13G/A
Amendment 3
PVLA · 697947109
|
7.1% |
2/17/2026
Event 12/31/2025
|
|||
| Biotechnology Value Fund L P | 3.8% | ||||
| BVF I GP LLC | 3.8% | ||||
| Biotechnology Value Fund II LP | 2.8% | ||||
| BVF II GP LLC | 2.8% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 6.6% | ||||
| BVF Partners L P/IL | 7.1% | ||||
| BVF Inc/IL | 7.1% | ||||
| Lampert Mark N | 7.1% | ||||
|
Invivyd, Inc.
13G/A
Amendment 1
IVVD · 00534A102
|
9.0% |
2/17/2026
Event 12/31/2025
|
|||
| Biotechnology Value Fund L P | 4.9% | ||||
| BVF I GP LLC | 4.9% | ||||
| Biotechnology Value Fund II LP | 3.6% | ||||
| BVF II GP LLC | 3.6% | ||||
| Biotechnology Value Trading Fund OS LP | 0.6% | ||||
| BVF Partners OS Ltd. | 0.6% | ||||
| BVF GP Holdings LLC | 8.3% | ||||
| BVF Partners L P/IL | 9.0% | ||||
| BVF Inc/IL | 9.0% | ||||
| Lampert Mark N | 9.0% | ||||
|
Structure Therapeutics Inc.
13G/A
Amendment 1
GPCR · 86366E106
|
4.9% |
2/17/2026
Event 12/31/2025
|
|||
| Biotechnology Value Fund L P | 2.6% | ||||
| BVF I GP LLC | 2.6% | ||||
| Biotechnology Value Fund II LP | 1.9% | ||||
| BVF II GP LLC | 1.9% | ||||
| Biotechnology Value Trading Fund OS LP | 0.3% | ||||
| BVF Partners OS Ltd. | 0.3% | ||||
| BVF GP Holdings LLC | 4.5% | ||||
| BVF Partners L P/IL | 4.9% | ||||
| BVF Inc/IL | 4.9% | ||||
| Lampert Mark N | 4.9% | ||||
|
Monte Rosa Therapeutics, Inc.
13G/A
Amendment 2
GLUE · 61225M102
|
5.9% |
2/17/2026
Event 12/31/2025
|
|||
| Biotechnology Value Fund L P | 3.1% | ||||
| BVF I GP LLC | 3.1% | ||||
| Biotechnology Value Fund II LP | 2.3% | ||||
| BVF II GP LLC | 2.3% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 5.4% | ||||
| BVF Partners L P/IL | 5.9% | ||||
| BVF Inc/IL | 5.9% | ||||
| Lampert Mark N | 5.9% | ||||
|
4D Molecular Therapeutics, Inc.
13G/A
Amendment 6
FDMT · 35104E100
|
10.0% |
2/17/2026
Event 12/31/2025
|
|||
| Biotechnology Value Fund L P | 6.1% | ||||
| BVF I GP LLC | 6.1% | ||||
| Biotechnology Value Fund II LP | 3.1% | ||||
| BVF II GP LLC | 3.1% | ||||
| Biotechnology Value Trading Fund OS LP | 0.7% | ||||
| BVF Partners OS Ltd. | 0.7% | ||||
| BVF GP Holdings LLC | 9.2% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
Cullinan Therapeutics, Inc.
13G/A
Amendment 6
CGEM · 230031106
|
10.0% |
2/17/2026
Event 12/31/2025
|
|||
| Biotechnology Value Fund L P | 5.6% | ||||
| BVF I GP LLC | 5.6% | ||||
| Biotechnology Value Fund II LP | 3.8% | ||||
| BVF II GP LLC | 3.8% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 9.4% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
Avalo Therapeutics, Inc.
13G/A
Amendment 3
AVTX · 05338F306
|
10.0% |
2/17/2026
Event 12/31/2025
|
|||
| Biotechnology Value Fund L P | 6.8% | ||||
| BVF I GP LLC | 6.8% | ||||
| Biotechnology Value Fund II LP | 2.7% | ||||
| BVF II GP LLC | 2.7% | ||||
| Biotechnology Value Trading Fund OS LP | 0.5% | ||||
| BVF Partners OS Ltd. | 0.5% | ||||
| BVF GP Holdings LLC | 9.4% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
Repare Therapeutics Inc.
13D/A
Amendment 3
RPTX · 760273102
|
0% |
1/30/2026
Event 1/28/2026
|
|||
| Biotechnology Value Fund L P | 0% | ||||
| BVF I GP LLC | 0% | ||||
| Biotechnology Value Fund II LP | 0% | ||||
| BVF II GP LLC | 0% | ||||
| Biotechnology Value Trading Fund OS LP | 0% | ||||
| BVF Partners OS Ltd. | 0% | ||||
| BVF GP Holdings LLC | 0% | ||||
| BVF Partners L P/IL | 0% | ||||
| BVF Inc/IL | 0% | ||||
| Lampert Mark N | 0% | ||||
|
Kymera Therapeutics, Inc.
13D/A
Amendment 5
KYMR · 501575104
|
8.5% |
12/15/2025
Event 12/11/2025
|
|||
| Biotechnology Value Fund L P | 4.4% | ||||
| BVF I GP LLC | 4.4% | ||||
| Biotechnology Value Fund II LP | 3.4% | ||||
| BVF II GP LLC | 3.4% | ||||
| Biotechnology Value Trading Fund OS LP | 0.5% | ||||
| BVF Partners OS Ltd. | 0.5% | ||||
| BVF GP Holdings LLC | 7.8% | ||||
| BVF Partners L P/IL | 8.5% | ||||
| BVF Inc/IL | 8.5% | ||||
| Lampert Mark N | 8.5% | ||||
| Hrustanovic Gorjan | 0.1% | ||||
|
Repare Therapeutics Inc.
13D/A
Amendment 2
RPTX · 760273102
|
24.0% |
11/24/2025
Event 11/20/2025
|
|||
| Biotechnology Value Fund L P | 12.4% | ||||
| BVF I GP LLC | 12.4% | ||||
| Biotechnology Value Fund II LP | 10.0% | ||||
| BVF II GP LLC | 10.0% | ||||
| Biotechnology Value Trading Fund OS LP | 1.3% | ||||
| BVF Partners OS Ltd. | 1.3% | ||||
| BVF GP Holdings LLC | 22.4% | ||||
| BVF Partners L P/IL | 24.0% | ||||
| BVF Inc/IL | 24.0% | ||||
| Lampert Mark N | 24.0% | ||||
|
Inventiva S.A.
13D/A
Amendment 6
IVA · 46124U107
|
4.99% |
11/19/2025
Event 11/17/2025
|
|||
| Biotechnology Value Fund L P | 2.9% | ||||
| BVF I GP LLC | 2.9% | ||||
| Biotechnology Value Fund II LP | 1.7% | ||||
| BVF II GP LLC | 1.7% | ||||
| Biotechnology Value Trading Fund OS LP | 0.2% | ||||
| BVF Partners OS Ltd. | 0.2% | ||||
| BVF GP Holdings LLC | 4.7% | ||||
| BVF Partners L P/IL | 4.99% | ||||
| BVF Inc/IL | 4.99% | ||||
| Lampert Mark N | 4.99% | ||||
|
Zymeworks Inc.
13G/A
Amendment 2
ZYME · 98985Y108
|
5.2% |
11/14/2025
Event 9/30/2025
|
|||
| Biotechnology Value Fund L P | 2.7% | ||||
| BVF I GP LLC | 2.7% | ||||
| Biotechnology Value Fund II LP | 2.1% | ||||
| BVF II GP LLC | 2.1% | ||||
| Biotechnology Value Trading Fund OS LP | 0.3% | ||||
| BVF Partners OS Ltd. | 0.3% | ||||
| BVF GP Holdings LLC | 4.9% | ||||
| BVF Partners L P/IL | 5.2% | ||||
| BVF Inc/IL | 5.2% | ||||
| Lampert Mark N | 5.2% | ||||
|
SAB Biotherapeutics, Inc.
13G/A
Amendment 1
SABS · 78397T202
|
10.0% |
11/14/2025
Event 9/30/2025
|
|||
| Biotechnology Value Fund L P | 6.1% | ||||
| BVF I GP LLC | 6.1% | ||||
| Biotechnology Value Fund II LP | 4.2% | ||||
| BVF II GP LLC | 4.2% | ||||
| Biotechnology Value Trading Fund OS LP | 0.1% | ||||
| BVF Partners OS Ltd. | 0.1% | ||||
| BVF GP Holdings LLC | 9.9% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
RAPT Therapeutics, Inc.
13G/A
Amendment 1
RAPT · 75382E109
|
0% |
11/14/2025
Event 9/30/2025
|
|||
| Biotechnology Value Fund L P | 0% | ||||
| BVF I GP LLC | 0% | ||||
| Biotechnology Value Fund II LP | 0% | ||||
| BVF II GP LLC | 0% | ||||
| Biotechnology Value Trading Fund OS LP | 0% | ||||
| BVF Partners OS Ltd. | 0% | ||||
| BVF GP Holdings LLC | 0% | ||||
| BVF Partners L P/IL | 0% | ||||
| BVF Inc/IL | 0% | ||||
| Lampert Mark N | 0% | ||||
|
Palvella Therapeutics, Inc.
13G/A
Amendment 2
PVLA · 697947109
|
10.0% |
11/14/2025
Event 9/30/2025
|
|||
| Biotechnology Value Fund L P | 5.4% | ||||
| BVF I GP LLC | 5.4% | ||||
| Biotechnology Value Fund II LP | 4.0% | ||||
| BVF II GP LLC | 4.0% | ||||
| Biotechnology Value Trading Fund OS LP | 0.5% | ||||
| BVF Partners OS Ltd. | 0.5% | ||||
| BVF GP Holdings LLC | 9.4% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
Protagonist Therapeutics, Inc
13G/A
Amendment 1
PTGX · 74366E102
|
4.1% |
11/14/2025
Event 9/30/2025
|
|||
| Biotechnology Value Fund L P | 2.1% | ||||
| BVF I GP LLC | 2.1% | ||||
| Biotechnology Value Fund II LP | 1.7% | ||||
| BVF II GP LLC | 1.7% | ||||
| Biotechnology Value Trading Fund OS LP | 0.2% | ||||
| BVF Partners OS Ltd. | 0.2% | ||||
| BVF GP Holdings LLC | 3.8% | ||||
| BVF Partners L P/IL | 4.1% | ||||
| BVF Inc/IL | 4.1% | ||||
| Lampert Mark N | 4.1% | ||||
|
Mirum Pharmaceuticals, Inc.
13G/A
Amendment 2
MIRM · 604749101
|
3.0% |
11/14/2025
Event 9/30/2025
|
|||
| Biotechnology Value Fund L P | 1.5% | ||||
| BVF I GP LLC | 1.5% | ||||
| Biotechnology Value Fund II LP | 1.2% | ||||
| BVF II GP LLC | 1.2% | ||||
| Biotechnology Value Trading Fund OS LP | 0.2% | ||||
| BVF Partners OS Ltd. | 0.2% | ||||
| BVF GP Holdings LLC | 2.8% | ||||
| BVF Partners L P/IL | 3.0% | ||||
| BVF Inc/IL | 3.0% | ||||
| Lampert Mark N | 3.0% | ||||
|
Kura Oncology, Inc.
13G/A
Amendment 1
KURA · 50127T109
|
10.0% |
11/14/2025
Event 9/30/2025
|
|||
| Biotechnology Value Fund L P | 5.1% | ||||
| BVF I GP LLC | 5.1% | ||||
| Biotechnology Value Fund II LP | 4.2% | ||||
| BVF II GP LLC | 4.2% | ||||
| Biotechnology Value Trading Fund OS LP | 0.5% | ||||
| BVF Partners OS Ltd. | 0.5% | ||||
| BVF GP Holdings LLC | 9.3% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
ImageneBio, Inc.
13G/A
Amendment 5
IMA · 45175G207
|
7.2% |
11/14/2025
Event 9/30/2025
|
|||
| Biotechnology Value Fund L P | 3.7% | ||||
| BVF I GP LLC | 3.7% | ||||
| Biotechnology Value Fund II LP | 2.9% | ||||
| BVF II GP LLC | 2.9% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 6.6% | ||||
| BVF Partners L P/IL | 7.2% | ||||
| BVF Inc/IL | 7.2% | ||||
| Lampert Mark N | 7.2% | ||||
|
Forte Biosciences, Inc.
13G/A
Amendment 2
FBRX · 34962G208
|
0.5% |
11/14/2025
Event 9/30/2025
|
|||
| Biotechnology Value Fund L P | 0.3% | ||||
| BVF I GP LLC | 0.3% | ||||
| Biotechnology Value Fund II LP | 0.2% | ||||
| BVF II GP LLC | 0.2% | ||||
| Biotechnology Value Trading Fund OS LP | <0.1% | ||||
| BVF Partners OS Ltd. | <0.1% | ||||
| BVF GP Holdings LLC | 0.5% | ||||
| BVF Partners L P/IL | 0.5% | ||||
| BVF Inc/IL | 0.5% | ||||
| Lampert Mark N | 0.5% | ||||
|
Celcuity Inc.
13G/A
Amendment 1
CELC · 15102K100
|
1.6% |
11/14/2025
Event 9/30/2025
|
|||
| Biotechnology Value Fund L P | 0.8% | ||||
| BVF I GP LLC | 0.8% | ||||
| Biotechnology Value Fund II LP | 0.6% | ||||
| BVF II GP LLC | 0.6% | ||||
| Biotechnology Value Trading Fund OS LP | 0.1% | ||||
| BVF Partners OS Ltd. | 0.1% | ||||
| BVF GP Holdings LLC | 1.4% | ||||
| BVF Partners L P/IL | 1.6% | ||||
| BVF Inc/IL | 1.6% | ||||
| Lampert Mark N | 1.6% | ||||
|
Avalo Therapeutics, Inc.
13G/A
Amendment 2
AVTX · 05338F306
|
10.0% |
11/14/2025
Event 9/30/2025
|
|||
| Biotechnology Value Fund L P | 5.5% | ||||
| BVF I GP LLC | 5.5% | ||||
| Biotechnology Value Fund II LP | 4.0% | ||||
| BVF II GP LLC | 4.0% | ||||
| Biotechnology Value Trading Fund OS LP | 0.3% | ||||
| BVF Partners OS Ltd. | 0.3% | ||||
| BVF GP Holdings LLC | 9.5% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
MoonLake Immunotherapeutics
13D/A
Amendment 4
MLTX · 61559X104
|
27.7% |
11/10/2025
Event 11/6/2025
|
|||
| Biotechnology Value Fund L P | 14.3% | ||||
| BVF I GP LLC | 14.3% | ||||
| Biotechnology Value Fund II LP | 11.4% | ||||
| BVF II GP LLC | 11.4% | ||||
| Biotechnology Value Trading Fund OS LP | 1.8% | ||||
| BVF Partners OS Ltd. | 1.8% | ||||
| BVF GP Holdings LLC | 25.8% | ||||
| BVF Partners L P/IL | 27.7% | ||||
| BVF Inc/IL | 27.7% | ||||
| Lampert Mark N | 27.7% | ||||
| Loy Spike | <0.1% | ||||
|
NewcelX Ltd.
13G/A
Amendment 1
NCEL · H5835A109
|
0.6% |
11/4/2025
Event 10/31/2025
|
|||
| Biotechnology Value Fund L P | 0.3% | ||||
| BVF I GP LLC | 0.3% | ||||
| Biotechnology Value Fund II LP | 0.3% | ||||
| BVF II GP LLC | 0.3% | ||||
| Biotechnology Value Trading Fund OS LP | <0.1% | ||||
| BVF Partners OS Ltd. | <0.1% | ||||
| BVF GP Holdings LLC | 0.6% | ||||
| BVF Partners L P/IL | 0.6% | ||||
| BVF Inc/IL | 0.6% | ||||
| Lampert Mark N | 0.6% | ||||
|
Compass Therapeutics, Inc.
13G
CMPX · 20454B104
|
5.1% |
10/29/2025
Event 10/22/2025
|
|||
| Biotechnology Value Fund L P | 2.7% | ||||
| BVF I GP LLC | 2.7% | ||||
| Biotechnology Value Fund II LP | 2.0% | ||||
| BVF II GP LLC | 2.0% | ||||
| Biotechnology Value Trading Fund OS LP | 0.3% | ||||
| BVF Partners OS Ltd. | 0.3% | ||||
| BVF GP Holdings LLC | 4.7% | ||||
| BVF Partners L P/IL | 5.1% | ||||
| BVF Inc/IL | 5.1% | ||||
| Lampert Mark N | 5.1% | ||||
|
Invivyd, Inc.
13G
IVVD · 00534A102
|
7.4% |
10/22/2025
Event 10/15/2025
|
|||
| Biotechnology Value Fund L P | 4.0% | ||||
| BVF I GP LLC | 4.0% | ||||
| Biotechnology Value Fund II LP | 2.9% | ||||
| BVF II GP LLC | 2.9% | ||||
| Biotechnology Value Trading Fund OS LP | 0.5% | ||||
| BVF Partners OS Ltd. | 0.5% | ||||
| BVF GP Holdings LLC | 6.9% | ||||
| BVF Partners L P/IL | 7.4% | ||||
| BVF Inc/IL | 7.4% | ||||
| Lampert Mark N | 7.4% | ||||
|
Xencor Inc
13G
XNCR · 98401F105
|
6.5% |
10/17/2025
Event 10/9/2025
|
|||
| Biotechnology Value Fund L P | 3.5% | ||||
| BVF I GP LLC | 3.5% | ||||
| Biotechnology Value Fund II LP | 2.5% | ||||
| BVF II GP LLC | 2.5% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 6.0% | ||||
| BVF Partners L P/IL | 6.5% | ||||
| BVF Inc/IL | 6.5% | ||||
| Lampert Mark N | 6.5% | ||||
|
Cidara Therapeutics, Inc.
13G/A
Amendment 10
CDTX · 171757206
|
4.4% |
10/17/2025
Event 10/15/2025
|
|||
| Biotechnology Value Fund L P | 2.3% | ||||
| BVF I GP LLC | 2.3% | ||||
| Biotechnology Value Fund II LP | 1.7% | ||||
| BVF II GP LLC | 1.7% | ||||
| Biotechnology Value Trading Fund OS LP | 0.3% | ||||
| BVF Partners OS Ltd. | 0.3% | ||||
| BVF GP Holdings LLC | 4.0% | ||||
| BVF Partners L P/IL | 4.4% | ||||
| BVF Inc/IL | 4.4% | ||||
| Lampert Mark N | 4.4% | ||||
|
Cidara Therapeutics, Inc.
13G/A
Amendment 9
CDTX · 171757206
|
5.2% |
10/17/2025
Event 9/30/2025
|
|||
| Biotechnology Value Fund L P | 2.7% | ||||
| BVF I GP LLC | 2.7% | ||||
| Biotechnology Value Fund II LP | 2.1% | ||||
| BVF II GP LLC | 2.1% | ||||
| Biotechnology Value Trading Fund OS LP | 0.3% | ||||
| BVF Partners OS Ltd. | 0.3% | ||||
| BVF GP Holdings LLC | 4.8% | ||||
| BVF Partners L P/IL | 5.2% | ||||
| BVF Inc/IL | 5.2% | ||||
| Lampert Mark N | 5.2% | ||||
|
ESSA Pharma Inc.
13D/A
Amendment 2
EPIX · 29668H708
|
0% |
10/14/2025
Event 10/9/2025
|
|||
| Biotechnology Value Fund L P | 0% | ||||
| BVF I GP LLC | 0% | ||||
| Biotechnology Value Fund II LP | 0% | ||||
| BVF II GP LLC | 0% | ||||
| Biotechnology Value Trading Fund OS LP | 0% | ||||
| BVF Partners OS Ltd. | 0% | ||||
| BVF GP Holdings LLC | 0% | ||||
| BVF Partners L P/IL | 0% | ||||
| BVF Inc/IL | 0% | ||||
| Lampert Mark N | 0% | ||||
|
X4 Pharmaceuticals, Inc
13G
XFOR · 98420X202
|
9.9% |
8/20/2025
Event 8/13/2025
|
|||
| Biotechnology Value Fund L P | 5.2% | ||||
| BVF I GP LLC | 5.2% | ||||
| Biotechnology Value Fund II LP | 4.0% | ||||
| BVF II GP LLC | 4.0% | ||||
| Biotechnology Value Trading Fund OS LP | 0.6% | ||||
| BVF Partners OS Ltd. | 0.6% | ||||
| BVF GP Holdings LLC | 9.2% | ||||
| BVF Partners L P/IL | 9.9% | ||||
| BVF Inc/IL | 9.9% | ||||
| Lampert Mark N | 9.9% | ||||
|
Structure Therapeutics Inc.
13G
GPCR · 86366E106
|
5.6% |
8/18/2025
Event 8/11/2025
|
|||
| Biotechnology Value Fund L P | 2.9% | ||||
| BVF I GP LLC | 2.9% | ||||
| Biotechnology Value Fund II LP | 2.3% | ||||
| BVF II GP LLC | 2.3% | ||||
| Biotechnology Value Trading Fund OS LP | 0.3% | ||||
| BVF Partners OS Ltd. | 0.3% | ||||
| BVF GP Holdings LLC | 5.1% | ||||
| BVF Partners L P/IL | 5.6% | ||||
| BVF Inc/IL | 5.6% | ||||
| Lampert Mark N | 5.6% | ||||
|
Vigil Neuroscience, Inc.
13G/A
Amendment 2
VIGL · 92673K108
|
0% |
8/14/2025
Event 6/30/2025
|
|||
| Biotechnology Value Fund L P | 0% | ||||
| BVF I GP LLC | 0% | ||||
| Biotechnology Value Fund II LP | 0% | ||||
| BVF II GP LLC | 0% | ||||
| Biotechnology Value Trading Fund OS LP | 0% | ||||
| BVF Partners OS Ltd. | 0% | ||||
| BVF GP Holdings LLC | 0% | ||||
| BVF Partners L P/IL | 0% | ||||
| BVF Inc/IL | 0% | ||||
| Lampert Mark N | 0% | ||||
|
Verve Therapeutics, Inc.
13G/A
Amendment 1
VERV · 92539P101
|
0% |
8/14/2025
Event 6/30/2025
|
|||
| Biotechnology Value Fund L P | 0% | ||||
| BVF I GP LLC | 0% | ||||
| Biotechnology Value Fund II LP | 0% | ||||
| BVF II GP LLC | 0% | ||||
| Biotechnology Value Trading Fund OS LP | 0% | ||||
| BVF Partners OS Ltd. | 0% | ||||
| BVF GP Holdings LLC | 0% | ||||
| BVF Partners L P/IL | 0% | ||||
| BVF Inc/IL | 0% | ||||
| Lampert Mark N | 0% | ||||
|
Unicycive Therapeutics, Inc.
13G/A
Amendment 2
UNCY · 90466Y202
|
10.0% |
8/14/2025
Event 6/30/2025
|
|||
| Biotechnology Value Fund L P | 5.7% | ||||
| BVF I GP LLC | 5.7% | ||||
| Biotechnology Value Fund II LP | 4.4% | ||||
| BVF II GP LLC | 4.4% | ||||
| Biotechnology Value Trading Fund OS LP | 0.3% | ||||
| BVF Partners OS Ltd. | 0.3% | ||||
| BVF GP Holdings LLC | 9.7% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
iTeos Therapeutics, Inc.
13G/A
Amendment 2
ITOS · 46565G104
|
0% |
8/14/2025
Event 6/30/2025
|
|||
| Biotechnology Value Fund L P | 0% | ||||
| BVF I GP LLC | 0% | ||||
| Biotechnology Value Fund II LP | 0% | ||||
| BVF II GP LLC | 0% | ||||
| Biotechnology Value Trading Fund OS LP | 0% | ||||
| BVF Partners OS Ltd. | 0% | ||||
| BVF GP Holdings LLC | 0% | ||||
| BVF Partners L P/IL | 0% | ||||
| BVF Inc/IL | 0% | ||||
| Lampert Mark N | 0% | ||||
|
Immunic, Inc.
13G/A
Amendment 1
IMUX · 4525EP101
|
10.0% |
8/14/2025
Event 6/30/2025
|
|||
| Biotechnology Value Fund L P | 6.4% | ||||
| BVF I GP LLC | 6.4% | ||||
| Biotechnology Value Fund II LP | 3.2% | ||||
| BVF II GP LLC | 3.2% | ||||
| Biotechnology Value Trading Fund OS LP | 0.3% | ||||
| BVF Partners OS Ltd. | 0.3% | ||||
| BVF GP Holdings LLC | 9.5% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
Crescent Biopharma, Inc.
13G/A
Amendment 5
CBIO · G2545C104
|
10.0% |
8/14/2025
Event 6/30/2025
|
|||
| Biotechnology Value Fund L P | 5.1% | ||||
| BVF I GP LLC | 5.1% | ||||
| Biotechnology Value Fund II LP | 4.3% | ||||
| BVF II GP LLC | 4.3% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 9.4% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
Verastem, Inc.
13G/A
Amendment 10
VSTM · 92337C203
|
3.9% |
8/13/2025
Event 8/11/2025
|
|||
| Biotechnology Value Fund L P | 2.2% | ||||
| BVF I GP LLC | 2.2% | ||||
| Biotechnology Value Fund II LP | 1.5% | ||||
| BVF II GP LLC | 1.5% | ||||
| Biotechnology Value Trading Fund OS LP | 0.2% | ||||
| BVF Partners OS Ltd. | 0.2% | ||||
| BVF GP Holdings LLC | 3.6% | ||||
| BVF Partners L P/IL | 3.9% | ||||
| BVF Inc/IL | 3.9% | ||||
| Lampert Mark N | 3.9% | ||||
|
Verastem, Inc.
13G/A
Amendment 9
VSTM · 92337C203
|
10.0% |
8/13/2025
Event 6/30/2025
|
|||
| Biotechnology Value Fund L P | 5.8% | ||||
| BVF I GP LLC | 5.8% | ||||
| Biotechnology Value Fund II LP | 3.9% | ||||
| BVF II GP LLC | 3.9% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 9.5% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
ESSA Pharma Inc.
13D/A
Amendment 1
EPIX · 29668H708
|
24.7% |
8/7/2025
Event 8/5/2025
|
|||
| Biotechnology Value Fund L P | 13.1% | ||||
| BVF I GP LLC | 13.1% | ||||
| Biotechnology Value Fund II LP | 10.0% | ||||
| BVF II GP LLC | 10.0% | ||||
| Biotechnology Value Trading Fund OS LP | 1.2% | ||||
| BVF Partners OS Ltd. | 1.2% | ||||
| BVF GP Holdings LLC | 23.1% | ||||
| BVF Partners L P/IL | 24.7% | ||||
| BVF Inc/IL | 24.7% | ||||
| Lampert Mark N | 24.7% | ||||
|
Ovid Therapeutics Inc.
13G/A
Amendment 6
OVID · 690469101
|
0% |
7/21/2025
Event 7/17/2025
|
|||
| Biotechnology Value Fund L P | 0% | ||||
| BVF I GP LLC | 0% | ||||
| Biotechnology Value Fund II LP | 0% | ||||
| BVF II GP LLC | 0% | ||||
| Biotechnology Value Trading Fund OS LP | 0% | ||||
| BVF Partners OS Ltd. | 0% | ||||
| BVF GP Holdings LLC | 0% | ||||
| BVF Partners L P/IL | 0% | ||||
| BVF Inc/IL | 0% | ||||
| Lampert Mark N | 0% | ||||
|
CytomX Therapeutics, Inc.
13G/A
Amendment 5
CTMX · 23284F105
|
3.5% |
7/9/2025
Event 7/3/2025
|
|||
| Biotechnology Value Fund L P | 1.9% | ||||
| BVF I GP LLC | 1.9% | ||||
| Biotechnology Value Fund II LP | 1.5% | ||||
| BVF II GP LLC | 1.5% | ||||
| Biotechnology Value Trading Fund OS LP | 0.2% | ||||
| BVF Partners OS Ltd. | 0.2% | ||||
| BVF GP Holdings LLC | 3.3% | ||||
| BVF Partners L P/IL | 3.5% | ||||
| BVF Inc/IL | 3.5% | ||||
| Lampert Mark N | 3.5% | ||||
|
CytomX Therapeutics, Inc.
13G/A
Amendment 4
CTMX · 23284F105
|
6.8% |
7/9/2025
Event 6/30/2025
|
|||
| Biotechnology Value Fund L P | 3.8% | ||||
| BVF I GP LLC | 3.8% | ||||
| Biotechnology Value Fund II LP | 2.9% | ||||
| BVF II GP LLC | 2.9% | ||||
| Biotechnology Value Trading Fund OS LP | 0.3% | ||||
| BVF Partners OS Ltd. | 0.3% | ||||
| BVF GP Holdings LLC | 6.4% | ||||
| BVF Partners L P/IL | 6.8% | ||||
| BVF Inc/IL | 6.8% | ||||
| Lampert Mark N | 6.8% | ||||
|
Nektar Therapeutics
13G
NKTR · 640268306
|
7.4% |
7/9/2025
Event 7/1/2025
|
|||
| Biotechnology Value Fund L P | 3.8% | ||||
| BVF I GP LLC | 3.8% | ||||
| Biotechnology Value Fund II LP | 3.0% | ||||
| BVF II GP LLC | 3.0% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 6.8% | ||||
| BVF Partners L P/IL | 7.4% | ||||
| BVF Inc/IL | 7.4% | ||||
| Lampert Mark N | 7.4% | ||||
|
Protagonist Therapeutics, Inc
13G
PTGX · 74366E102
|
5.2% |
6/16/2025
Event 6/9/2025
|
|||
| Biotechnology Value Fund L P | 2.7% | ||||
| BVF I GP LLC | 2.7% | ||||
| Biotechnology Value Fund II LP | 2.1% | ||||
| BVF II GP LLC | 2.1% | ||||
| Biotechnology Value Trading Fund OS LP | 0.3% | ||||
| BVF Partners OS Ltd. | 0.3% | ||||
| BVF GP Holdings LLC | 4.8% | ||||
| BVF Partners L P/IL | 5.2% | ||||
| BVF Inc/IL | 5.2% | ||||
| Lampert Mark N | 5.2% | ||||
|
XOMA Royalty Corp
13D/A
Amendment 12
XOMA · 98419J206
|
21.6% |
5/20/2025
Event 5/16/2025
|
|||
| Biotechnology Value Fund L P | 11.1% | ||||
| BVF I GP LLC | 11.1% | ||||
| Biotechnology Value Fund II LP | 10.6% | ||||
| BVF II GP LLC | 10.6% | ||||
| Biotechnology Value Trading Fund OS LP | 0% | ||||
| BVF Partners OS Ltd. | 0% | ||||
| BVF GP Holdings LLC | 21.6% | ||||
| BVF Partners L P/IL | 21.6% | ||||
| BVF Inc/IL | 21.6% | ||||
| Lampert Mark N | 21.6% | ||||
|
Allakos Inc.
13G/A
Amendment 3
ALLK · 01671P100
|
0% |
5/19/2025
Event 5/15/2025
|
|||
| Biotechnology Value Fund L P | 0% | ||||
| BVF I GP LLC | 0% | ||||
| Biotechnology Value Fund II LP | 0% | ||||
| BVF II GP LLC | 0% | ||||
| Biotechnology Value Trading Fund OS LP | 0% | ||||
| BVF Partners OS Ltd. | 0% | ||||
| BVF GP Holdings LLC | 0% | ||||
| BVF Partners L P/IL | 0% | ||||
| BVF Inc/IL | 0% | ||||
| Lampert Mark N | 0% | ||||
|
Vigil Neuroscience, Inc.
13G/A
Amendment 1
VIGL · 92673K108
|
10.0% |
5/15/2025
Event 3/31/2025
|
|||
| Biotechnology Value Fund L P | 5.4% | ||||
| BVF I GP LLC | 5.4% | ||||
| Biotechnology Value Fund II LP | 4.1% | ||||
| BVF II GP LLC | 4.1% | ||||
| Biotechnology Value Trading Fund OS LP | 0.5% | ||||
| BVF Partners OS Ltd. | 0.5% | ||||
| BVF GP Holdings LLC | 9.4% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
TScan Therapeutics, Inc.
13G/A
Amendment 2
TCRX · 89854M101
|
10.0% |
5/15/2025
Event 3/31/2025
|
|||
| Biotechnology Value Fund L P | 6.4% | ||||
| BVF I GP LLC | 6.4% | ||||
| Biotechnology Value Fund II LP | 2.9% | ||||
| BVF II GP LLC | 2.9% | ||||
| Biotechnology Value Trading Fund OS LP | 0.6% | ||||
| BVF Partners OS Ltd. | 0.6% | ||||
| BVF GP Holdings LLC | 9.2% | ||||
| BVF Partners L P/IL | 10.0% | ||||
| BVF Inc/IL | 10.0% | ||||
| Lampert Mark N | 10.0% | ||||
|
Septerna, Inc.
13G/A
Amendment 1
SEPN · 81734D104
|
9.9% |
5/15/2025
Event 3/31/2025
|
|||
| Biotechnology Value Fund L P | 5.2% | ||||
| BVF I GP LLC | 5.2% | ||||
| Biotechnology Value Fund II LP | 4.1% | ||||
| BVF II GP LLC | 4.1% | ||||
| Biotechnology Value Trading Fund OS LP | 0.5% | ||||
| BVF Partners OS Ltd. | 0.5% | ||||
| BVF GP Holdings LLC | 9.2% | ||||
| BVF Partners L P/IL | 9.9% | ||||
| BVF Inc/IL | 9.9% | ||||
| Lampert Mark N | 9.9% | ||||
|
iTeos Therapeutics, Inc.
13G/A
Amendment 1
ITOS · 46565G104
|
8.1% |
5/15/2025
Event 3/31/2025
|
|||
| Biotechnology Value Fund L P | 4.1% | ||||
| BVF I GP LLC | 4.1% | ||||
| Biotechnology Value Fund II LP | 3.3% | ||||
| BVF II GP LLC | 3.3% | ||||
| Biotechnology Value Trading Fund OS LP | 0.4% | ||||
| BVF Partners OS Ltd. | 0.4% | ||||
| BVF GP Holdings LLC | 7.5% | ||||
| BVF Partners L P/IL | 8.1% | ||||
| BVF Inc/IL | 8.1% | ||||
| Lampert Mark N | 8.1% | ||||
Includes filings since 12/18/2024, when the SEC began requiring structured 13D and 13G data.