Redmile as of Dec. 31, 2010
Portfolio Holdings for Redmile
Redmile holds 43 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sequenom | 7.0 | $21M | 2.6M | 8.03 | |
| Onyx Pharmaceuticals | 5.3 | $16M | 439k | 36.87 | |
| Nektar Therapeutics (NKTR) | 4.9 | $15M | 1.2M | 12.85 | |
| NxStage Medical | 4.3 | $13M | 520k | 24.88 | |
| Orthofix International Nv Com Stk | 3.9 | $12M | 410k | 29.00 | |
| Align Technology (ALGN) | 3.9 | $12M | 604k | 19.54 | |
| United Therapeutics Corporation (UTHR) | 3.8 | $12M | 183k | 63.22 | |
| HeartWare International | 3.7 | $11M | 127k | 87.57 | |
| Thoratec Corporation | 3.6 | $11M | 386k | 28.32 | |
| Incyte Corporation (INCY) | 3.6 | $11M | 659k | 16.56 | |
| Medtronic | 3.5 | $11M | 290k | 37.09 | |
| UnitedHealth (UNH) | 3.0 | $9.1M | 252k | 36.11 | |
| BioMarin Pharmaceutical (BMRN) | 3.0 | $9.1M | 336k | 26.93 | |
| Hill-Rom Holdings | 2.9 | $8.9M | 226k | 39.37 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.9 | $8.8M | 252k | 35.03 | |
| Ariad Pharmaceuticals | 2.8 | $8.4M | 1.6M | 5.10 | |
| Pacific Biosciences of California (PACB) | 2.7 | $8.2M | 514k | 15.91 | |
| Stryker Corporation (SYK) | 2.4 | $7.4M | 137k | 53.70 | |
| Baxter International (BAX) | 2.3 | $7.0M | 138k | 50.62 | |
| CONMED Corporation (CNMD) | 2.3 | $6.9M | 260k | 26.43 | |
| Protalix BioTherapeutics | 2.2 | $6.8M | 679k | 9.98 | |
| BioMimetic Therapeutics | 1.9 | $5.8M | 459k | 12.70 | |
| Zimmer Holdings (ZBH) | 1.8 | $5.6M | 104k | 53.68 | |
| BioSpecifics Technologies | 1.8 | $5.5M | 217k | 25.60 | |
| Micromet | 1.8 | $5.5M | 676k | 8.12 | |
| Auxilium Pharmaceuticals | 1.8 | $5.4M | 255k | 21.10 | |
| XenoPort | 1.7 | $5.1M | 601k | 8.52 | |
| Dynavax Technologies Corporation | 1.6 | $5.0M | 1.6M | 3.20 | |
| Anthera Pharmaceuticals | 1.6 | $4.9M | 1.0M | 4.88 | |
| TomoTherapy Incorporated | 1.4 | $4.2M | 1.2M | 3.61 | |
| Affymax (AFFY) | 1.4 | $4.1M | 620k | 6.65 | |
| Ardea Biosciences | 1.2 | $3.7M | 142k | 26.00 | |
| MAP Pharmaceuticals | 1.2 | $3.6M | 215k | 16.74 | |
| Genzyme Corporation | 1.1 | $3.3M | 47k | 71.20 | |
| Aetna | 1.0 | $3.0M | 100k | 30.51 | |
| GTx | 1.0 | $3.0M | 1.1M | 2.65 | |
| ZIOPHARM Oncology | 0.7 | $2.1M | 450k | 4.66 | |
| LeMaitre Vascular (LMAT) | 0.7 | $2.1M | 311k | 6.77 | |
| Ym Biosciences | 0.7 | $2.1M | 882k | 2.33 | |
| Raptor Pharmaceutical | 0.7 | $2.0M | 540k | 3.64 | |
| Cyclacel Pharmaceuticals | 0.5 | $1.5M | 995k | 1.47 | |
| Cadence Pharmaceuticals | 0.4 | $1.1M | 150k | 7.55 | |
| Amicus Therapeutics (FOLD) | 0.0 | $70k | 15k | 4.67 |
