BVF INC/IL Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 29
New Positions 4
Increased Positions 15
Decreased Positions 6
Positions with Activity 21
Sold Out Positions 2
Total Mkt Value (in $ millions) 491

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 13.25%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare 81.08%
Services
Technology
Transportation
Utilities

21 Activity Positions as of 06/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ARQULE INC COM 4,125 892 27.58 3,124,887
ARRAY BIOPHARMA INC COM 58,127 24,604 73.39 14,715,786
BIOLINERX LTD SPONSORED ADR 2,507 1,171 87.63 1,501,000
CHEMOCENTRYX INC COM 41,809 1,969 4.94 8,181,816
CYTOKINETICS INC COM NEW 5,637 5,184 1,145.92 1,317,000
EXELIXIS INC COM 4,140 4,140 New 1,000,000
FIVE PRIME THERAPEUTICS INC COM 14,572 1,361 10.30 1,253,000
IRONWOOD PHARMACEUTICALS INC COM CL A 119,163 -1,218 (1.01) 9,208,909
KALOBIOS PHARMACEUTICALS INC COM 1,778 1,778 New 1,162,000
LIGAND PHARMACEUTICALS INC COM NEW 98,518 -10,579 (9.7) 1,893,123
MIRATI THERAPEUTICS INC COM -1,539 Sold Out 0
ONCOGENEX PHARMACEUTICALS INC COM 2,853 2,853 New 862,069
ONCOMED PHARMACEUTICALS INC COM 16,752 -3,330 (16.58) 825,647
ONCOTHYREON INC COM 23,068 2,004 9.52 9,858,278
PALATIN TECHNOLOGIES INC COM PAR $ .01 1,361 -1,013 (42.68) 1,610,652
RECEPTOS INC COM 46,577 23,519 102.00 910,600
REGADO BIOSCIENCES INC COM 2,894 1,052 57.14 2,607,091
RIGEL PHARMACEUTICALS INC COM NEW -6,699 Sold Out 0
TARGACEPT INC COM 18,368 1,334 7.83 6,655,128
TREVENA INC COM 6,612 4,543 219.64 1,118,743