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 |