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
MIRATI THERAPEUTICS INC COM -1,539 Sold Out 0
RIGEL PHARMACEUTICALS INC COM NEW -6,699 Sold Out 0
PALATIN TECHNOLOGIES INC COM PAR $ .01 1,361 -1,013 (42.68) 1,610,652
UNIQURE NV SHS 1,438 1,438 New 125,000
KALOBIOS PHARMACEUTICALS INC COM 1,778 1,778 New 1,162,000
BIOLINERX LTD SPONSORED ADR 2,507 1,171 87.63 1,501,000
ONCOGENEX PHARMACEUTICALS INC COM 2,853 2,853 New 862,069
REGADO BIOSCIENCES INC COM 2,894 1,052 57.14 2,607,091
ARQULE INC COM 4,125 892 27.58 3,124,887
EXELIXIS INC COM 4,140 4,140 New 1,000,000
CYTOKINETICS INC COM NEW 5,637 5,184 1,145.92 1,317,000
TREVENA INC COM 6,612 4,543 219.64 1,118,743
FIVE PRIME THERAPEUTICS INC COM 14,572 1,361 10.30 1,253,000
ONCOMED PHARMACEUTICALS INC COM 16,752 -3,330 (16.58) 825,647
TARGACEPT INC COM 18,368 1,334 7.83 6,655,128
ONCOTHYREON INC COM 23,068 2,004 9.52 9,858,278
CHEMOCENTRYX INC COM 41,809 1,969 4.94 8,181,816
RECEPTOS INC COM 46,577 23,519 102.00 910,600
ARRAY BIOPHARMA INC COM 58,127 24,604 73.39 14,715,786
LIGAND PHARMACEUTICALS INC COM NEW 98,518 -10,579 (9.7) 1,893,123