UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2013
Check here if Amendment |_|; Amendment Number:
This Amendment (Check only one.): |_| is a restatement.
|_| adds new holdings entries.
Institutional Investment Manager filing this Report:
Name: BVF Inc.
Address: 900 North Michigan Avenue
Chicago, Illinois 60611
Form 13F File Number: 28-6800
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Mark N. Lampert
Title: President
Phone: (312) 506-6500
Signature, Place, and Date of Signing:
/s/ Mark N. Lampert, San Francisco, May 15, 2013
|X| 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager
are reported in this report.)
|_| 13F NOTICE. (Check here if no holdings reported are in this report, and all
holdings are reported by other reporting manager(s).)
|_| 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported by
other reporting manager(s).)
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 1
-----------------------------
Form 13F Information Table Entry Total: 31
-----------------------------
Form 13F Information Table Value Total: $599,698
-----------------------------
(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
No. Form 13F File Number Name
1 28-6770 BVF Partners L.P.
FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
---------------------------- -------------- --------- -------- ------------------ ---------- -------- ----------------------------
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
---------------------------- -------------- --------- -------- --------- --- ---- ---------- -------- --------- --------- ------
ACADIA PHARMACEUTICALS INC COM 004225108 3,119 392,870 SH DEFINED 1 0 392,870 0
AMGEN INC COM 031162100 51,255 500,000 SH PUT DEFINED 1 0 500,000 0
ANTHERA PHARMACEUTICALS INC COM 03674U102 2,955 4,477,000 SH DEFINED 1 0 4,477,000 0
ARQULE INC COM 04269E107 6,818 2,632,432 SH DEFINED 1 0 2,632,432 0
ARRAY BIOPHARMA INC COM 04269X105 56,245 11,431,858 SH DEFINED 1 0 11,431,858 0
ASTEX PHARMACEUTICALS INC COM 04624B103 828 185,600 SH DEFINED 1 0 185,600 0
AVANIR PHARMACEUTICALS INC CL A NEW 05348P401 2,149 781,700 SH DEFINED 1 0 781,700 0
CADUS CORP COM 127639102 380 269,270 SH DEFINED 1 0 269,270 0
CAPSTONE THERAPEUTICS CORP COM 14068E109 1,784 7,755,688 SH DEFINED 1 0 7,755,688 0
CHEMOCENTRYX INC COM 16383L106 69,470 5,026,766 SH DEFINED 1 0 5,026,766 0
CYTOKINETICS INC COM 23282W100 11,757 10,313,435 SH DEFINED 1 0 10,313,435 0
DURECT CORP COM 266605104 1,469 1,104,763 SH DEFINED 1 0 1,104,763 0
ENDOCYTE INC COM 29269A102 6,127 492,100 SH DEFINED 1 0 492,100 0
EXELIXIS INC NOTE 4.250% 30161QAC8 18,412 18,435,000 PRN DEFINED 1 0 18,435,000 0
8/1
EXELIXIS INC COM 30161Q104 10,132 2,193,000 SH DEFINED 1 0 2,193,000 0
FLAMEL TECHNOLOGIES SA SPONSORED ADR 338488109 957 216,581 SH DEFINED 1 0 216,581 0
GENVEC INC COM NEW 37246C307 1,686 1,116,600 SH DEFINED 1 0 1,116,600 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 96,043 5,252,561 SH DEFINED 1 0 5,252,561 0
ISIS PHARMACEUTICALS INC COM 464330109 9,776 577,100 SH DEFINED 1 0 577,100 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 96,517 3,621,665 SH DEFINED 1 0 3,621,665 0
MYREXIS INC COM 62856H107 159 1,673,486 SH DEFINED 1 0 1,673,486 0
NEUROGESX COM 641252101 72 1,196,191 SH DEFINED 1 0 1,196,191 0
ONCOTHYREON INC COM 682324108 7,450 3,581,914 SH DEFINED 1 0 3,581,914 0
PAIN THERAPEUTICS INC COM 69562K100 11,173 3,257,327 SH DEFINED 1 0 3,257,327 0
PALATIN TECHNOLOGIES INC COM PAR $ .01 696077403 3,120 5,200,000 SH DEFINED 1 0 5,200,000 0
QLT INC COM 746927102 24,092 2,725,303 SH DEFINED 1 0 2,725,303 0
REGULUS THERAPEUTICS INC COM 75915K101 15,109 1,949,563 SH DEFINED 1 0 1,949,563 0
RIGEL PHARMACEUTICALS INC COM NEW 766559603 59,059 8,697,997 SH DEFINED 1 0 8,697,997 0
TARGACEPT INC COM 87611R306 26,415 6,171,669 SH DEFINED 1 0 6,171,669 0
TRANSCEPT PHARMACEUTICALS IN COM 89354M106 719 150,000 SH DEFINED 1 0 150,000 0
VANDA PHARMACEUTICALS INC COM 921659108 4,451 1,135,444 SH DEFINED 1 0 1,135,444 0