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) 661

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 23.65%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare 58.83%
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 -788 Sold Out 0
EXELIXIS INC COM -1,870 Sold Out 0
PALATIN TECHNOLOGIES INC COM PAR $ .01 532 -610 (53.39) 750,655
ONCOGENEX PHARMACEUTICALS INC COM 1,331 -402 (23.2) 662,069
ACHAOGEN INC COM 1,598 136 9.28 136,600
UNIQURE NV SHS 2,237 -389 (14.8) 106,500
ARQULE INC COM 4,989 1,364 37.63 4,300,887
QLT INC COM 9,002 -1,190 (11.67) 2,093,563
VITAE PHARMACEUTICALS INC COM 9,704 9,704 New 666,000
CYTOKINETICS INC COM NEW 10,826 1,489 15.95 1,527,000
PROQR THRAPEUTICS N V SHS EURO 11,024 11,024 New 549,000
ARDELYX INC COM 12,250 12,250 New 453,541
LOXO ONCOLOGY INC COM 15,248 15,248 New 1,192,202
ONCOTHYREON INC COM 15,590 14 .09 9,867,278
CONCERT PHARMACEUTICALS INC COM 15,925 15,925 New 1,206,459
ONCOMED PHARMACEUTICALS INC COM 29,440 10,566 55.98 1,287,847
FIVE PRIME THERAPEUTICS INC COM 38,463 5,496 16.67 1,461,900
LIGAND PHARMACEUTICALS INC COM NEW 63,111 -44,646 (41.43) 1,108,763
CHEMOCENTRYX INC COM 70,665 3,411 5.07 8,596,772
IRONWOOD PHARMACEUTICALS INC COM CL A 87,202 -56,273 (39.22) 5,597,065