BVF INC/IL Information

1 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) 692

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 23.72%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare 59.3%
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
BIND THERAPEUTICS INC COM -843 Sold Out 0
EXELIXIS INC COM -1,780 Sold Out 0
PALATIN TECHNOLOGIES INC COM PAR $ .01 540 -619 (53.39) 750,655
LIGAND PHARMACEUTICALS INC COM NEW 64,929 -45,932 (41.43) 1,108,763
IRONWOOD PHARMACEUTICALS INC COM CL A 93,303 -60,209 (39.22) 5,597,065
ONCOGENEX PHARMACEUTICALS INC COM 1,377 -416 (23.2) 662,069
UNIQURE NV SHS 2,222 -386 (14.8) 106,500
QLT INC COM 9,316 -1,231 (11.67) 2,093,563
ARRAY BIOPHARMA INC COM 106,017 -6,412 (5.7) 13,876,513
ARDELYX INC COM 11,692 11,692 New 453,541
CONCERT PHARMACEUTICALS INC COM 16,758 16,758 New 1,206,459
LOXO ONCOLOGY INC COM 13,114 13,114 New 1,192,202
PROQR THRAPEUTICS N V SHS EURO 11,309 11,309 New 549,000
VITAE PHARMACEUTICALS INC COM 11,548 11,548 New 666,000
ONCOTHYREON INC COM 15,985 15 .09 9,867,278
CHEMOCENTRYX INC COM 75,909 3,664 5.07 8,596,772
ACHAOGEN INC COM 1,608 137 9.28 136,600
CYTOKINETICS INC COM NEW 11,788 1,621 15.95 1,527,000
FIVE PRIME THERAPEUTICS INC COM 39,968 5,711 16.67 1,461,900
RECEPTOS INC COM 133,762 27,504 25.88 1,146,300