Whitehawk Therapeutics, Inc.

BVF Partners exited its WHWK position entirely, a meaningful negative signal given Lampert's track record of concentrated, high-conviction biotech bets. The exit is notably contrarian against a backdrop of five remaining specialist holders — EcoR1, Avoro, Baker Bros., OrbiMed, and RA Capital — suggesting BVF's thesis diverged or a position-specific concern (data, dilution, or timeline) drove the decision. Investors should weigh BVF's clean exit against the continued high-conviction convergence of the remaining five funds, as this split among sophisticated specialists warrants close monitoring of upcoming catalysts and cash position.

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