BVF INC/IL Information

ONE SANSOME ST, SAN FRANCISCO, California, 94104, (312) 506-6500

Report Date: 12/31/2013

Position Statistics

Total Positions 28
New Positions 4
Increased Positions 9
Decreased Positions 10
Positions with Activity 19
Sold Out Positions 4
Total Mkt Value (in $ millions) 542

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates 7.8%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare 85.55%
Services
Technology
Transportation
Utilities

19 Activity Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
LIGAND PHARMACEUTICALS INC COM NEW 168,416 -33,829 (16.73) 2,626,160
PAIN THERAPEUTICS INC COM -12,682 Sold Out 0
AVANIR PHARMACEUTICALS INC CL A NEW -8,429 Sold Out 0
EXELIXIS INC COM -8,232 Sold Out 0
ARRAY BIOPHARMA INC COM 28,626 -8,211 (22.29) 7,553,089
MIRATI THERAPEUTICS INC COM 2,565 -7,851 (75.37) 134,317
RIGEL PHARMACEUTICALS INC COM NEW 25,418 -5,720 (18.37) 7,943,215
GENVEC INC COM NEW -1,293 Sold Out 0
ARQULE INC COM 4,688 -184 (3.78) 2,824,387
RECEPTOS INC COM 11,398 -119 (1.03) 316,692
ONCOTHYREON INC COM 22,414 321 1.45 9,001,778
KINDRED BIOSCIENCES INC COM 813 813 New 51,788
BIND THERAPEUTICS INC COM 1,437 1,437 New 150,000
CYTOKINETICS INC COM NEW 22,552 6,188 37.82 2,368,905
FIVE PRIME THERAPEUTICS INC COM 6,878 6,878 New 461,000
XENCOR INC COM 8,479 8,479 New 820,000
CHEMOCENTRYX INC COM 41,711 12,941 44.98 7,796,516
IRONWOOD PHARMACEUTICALS INC COM CL A 100,066 17,552 21.27 9,575,649
ONCOMED PHARMACEUTICALS INC COM 28,342 18,159 178.33 1,090,478