BVF INC/IL Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 32
New Positions 5
Increased Positions 13
Decreased Positions 9
Positions with Activity 22
Sold Out Positions 2
Total Mkt Value (in $ millions) 550

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 30.22%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare 53.1%
Services
Technology
Transportation
Utilities

22 Activity Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
IRONWOOD PHARMACEUTICALS INC COM CL A 77,463 -49,988 (39.22) 5,597,065
LIGAND PHARMACEUTICALS INC COM NEW 58,820 -41,610 (41.43) 1,108,763
ARRAY BIOPHARMA INC COM 52,176 -3,156 (5.7) 13,876,513
EXELIXIS INC COM -1,760 Sold Out 0
QLT INC COM 8,353 -1,104 (11.67) 2,093,563
BIND THERAPEUTICS INC COM -876 Sold Out 0
PALATIN TECHNOLOGIES INC COM PAR $ .01 593 -679 (53.39) 750,655
ONCOGENEX PHARMACEUTICALS INC COM 1,390 -420 (23.2) 662,069
UNIQURE NV SHS 1,278 -222 (14.8) 106,500
ONCOTHYREON INC COM 16,676 15 .09 9,867,278
ACHAOGEN INC COM 1,258 107 9.28 136,600
CYTOKINETICS INC COM NEW 6,276 863 15.95 1,527,000
ARQULE INC COM 5,419 1,482 37.63 4,300,887
CHEMOCENTRYX INC COM 40,405 1,950 5.07 8,596,772
FIVE PRIME THERAPEUTICS INC COM 23,025 3,290 16.67 1,461,900
PROQR THRAPEUTICS N V SHS EURO 8,125 8,125 New 549,000
ONCOMED PHARMACEUTICALS INC COM 27,393 9,831 55.98 1,287,847
ARDELYX INC COM 10,345 10,345 New 453,541
VITAE PHARMACEUTICALS INC COM 11,322 11,322 New 666,000
LOXO ONCOLOGY INC COM 12,423 12,423 New 1,192,202