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