Redmile Group

Redmile as of Dec. 31, 2012

Portfolio Holdings for Redmile

Redmile holds 40 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Onyx Pharmaceuticals 9.7 $33M 441k 75.53
Stryker Corporation (SYK) 6.3 $22M 397k 54.82
Gilead Sciences (GILD) 6.1 $21M 287k 73.45
Ariad Pharmaceuticals 6.1 $21M 1.1M 19.18
HeartWare International 5.6 $19M 231k 83.95
Cardinal Health (CAH) 5.4 $19M 455k 41.18
Salix Pharmaceuticals 5.3 $18M 451k 40.48
Array BioPharma 4.7 $16M 4.4M 3.72
Express Scripts Holding 4.7 $16M 301k 54.00
Dynavax Technologies Corporation 4.5 $16M 5.4M 2.86
Sequenom 3.6 $13M 2.7M 4.72
Grifols S A Sponsored Adr R (GRFS) 3.6 $13M 484k 25.93
Conceptus 3.3 $11M 538k 21.01
Medivation 3.1 $11M 208k 51.16
ArthroCare Corporation 2.6 $9.0M 260k 34.59
Puma Biotechnology (PBYI) 2.4 $8.1M 435k 18.75
Hca Holdings (HCA) 2.3 $8.0M 265k 30.17
Orexigen Therapeutics 1.9 $6.5M 1.2M 5.27
Exelixis (EXEL) 1.8 $6.3M 1.4M 4.57
Neurocrine Biosciences (NBIX) 1.8 $6.0M 808k 7.48
Clovis Oncology 1.6 $5.6M 353k 16.00
Universal Health Services (UHS) 1.6 $5.6M 115k 48.35
Exelixis Inc cnv 1.4 $4.9M 5.0M 0.98
Optimer Pharmaceuticals 1.4 $4.7M 519k 9.05
BioSpecifics Technologies 1.4 $4.7M 312k 14.95
Cyclacel Pharmaceuticals 1.1 $3.8M 673k 5.64
Kythera Biopharmaceuticals I 1.0 $3.3M 110k 30.34
Trius Therapeutics 0.9 $3.2M 665k 4.78
Cutera (CUTR) 0.9 $3.1M 340k 9.00
Amicus Therapeutics (FOLD) 0.9 $3.0M 1.1M 2.68
Vanguard Health Systems 0.8 $2.8M 225k 12.25
TranS1 (TSON) 0.6 $2.1M 832k 2.48
Tesaro 0.5 $1.6M 97k 16.95
Align Technology (ALGN) 0.5 $1.6M 580k 2.78
Anthera Pharmaceuticals 0.3 $1.1M 1.8M 0.62
Accuray Inc Del note 3.750% 8/0 0.1 $505k 500k 1.01
UnitedHealth (UNH) 0.1 $271k 5.0k 54.20
Health Management Associates 0.1 $192k 21k 9.32
Momenta Pharmaceuticals 0.1 $158k 13k 11.79
Idenix Pharmaceuticals 0.0 $146k 30k 4.83