SCHEDULE: Biotechnology Value Fund Discloses 6.5% Stake in Xencor
Beneficial Ownership Disclosure (Schedule 13G)
Biotechnology Value Fund and its affiliates, including Mark N. Lampert, have disclosed a collective beneficial ownership of 6.5% in Xencor Inc. common stock.
Summary
- Biotechnology Value Fund L.P. (BVF) and its affiliated entities, along with Mark N. Lampert, collectively reported beneficial ownership of 4,619,341 shares of Xencor Inc. common stock.
- This aggregate ownership represents approximately 6.5% of Xencor Inc.'s outstanding shares.
- The filing indicates that BVF beneficially owns 2,467,127 shares (3.5%), Biotechnology Value Fund II LP (BVF2) owns 1,793,209 shares (2.5%), and Biotechnology Value Trading Fund OS LP owns 286,542 shares (0.4%).
- BVF GP Holdings LLC (BVF GPH) is deemed to beneficially own 4,260,336 shares, representing 6.0% of the outstanding shares.
- The percentages are based on 71,323,046 shares outstanding as of August 1, 2025, as reported in Xencor's Quarterly Report on Form 10-Q.
- The reporting persons certified that the securities were not acquired or held for the purpose of changing or influencing control of Xencor Inc., other than activities solely in connection with a nomination under Rule 14a-11.
Sentiment
Score: 5
Explanation: The filing is a routine disclosure of beneficial ownership, indicating a neutral sentiment regarding the company's operational performance or immediate strategic direction. It simply reports a significant stake held by an investment group.
Future Outlook
NA
Industry Context
This filing reflects a significant passive investment by a specialized biotechnology fund in Xencor Inc., a company operating in the biotechnology sector. Such disclosures are common for institutional investors taking substantial, non-controlling stakes in public companies.
Stakeholder Impact
- Shareholders: Provides transparency regarding significant institutional ownership, potentially influencing market perception of the stock's institutional backing.
Key Dates
| Date | Description |
|---|---|
| 2025-08-01 | Date of shares outstanding calculation (71,323,046 shares) as reported in Xencor's Form 10-Q. |
| 2025-08-06 | Date Xencor Inc. filed its Quarterly Report on Form 10-Q, which reported the total number of outstanding shares. |
| 2025-10-09 | Date of event which required the filing of this Schedule 13G statement. |
| 2025-10-17 | Date the Schedule 13G and Joint Filing Agreement were executed and filed. |
Keywords
Xencor Inc., Biotechnology Value Fund, Mark N. Lampert, Beneficial Ownership, Schedule 13G, Common Stock, Biotechnology, Investment
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