Redmile

Latest statistics and disclosures from Redmile's latest quarterly 13F-HR filing:

Companies in the Redmile portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Array BioPharma (ARRY) 8.20 16.09M +26% 8.37
Amicus Therapeutics (FOLD) 7.38 12.04M +5% 10.07
Clovis Oncology 5.22 916389 -5% 93.63
Penumbra 4.98 931444 -9% 87.75
Puma Biotechnology Inc Common Stock 4.58 860456 -50% 87.40
Juno Therapeutics 4.04 2.22M NEW 29.89
Molina Healthcare (MOH) 3.49 828574 -27% 69.18
Inc Resh Hldgs Inc cl a 3.00 841418 +32% 58.50
Gw Pharmaceuticals Plc ads 2.72 444936 +33% 100.25
Anthem 2.66 231886 +32% 188.13
Wave Life Sciences Ltd shs 2.52 2.22M +74% 18.60
Atara Biotherapeutics 2.33 2.73M 14.00
ImmunoGen (IMGN) 2.26 5.21M +30% 7.11
Oxford Immunotec Global 2.21 2.16M +7% 16.82
Agios Pharmaceuticals 2.13 681165 -24% 51.45
Seattle Genetics (SGEN) 2.09 665139 -4% 51.74
Regenxbio Inc equity us cm 2.07 1.72M +35% 19.75
Centene Corporation (CNC) 1.94 398200 NEW 79.88
Endologix (ELGX) 1.88 6.37M +134% 4.86
Boston Scientific Corporation (BSX) 1.85 1.09M -8% 27.72
Audentes Therapeutics Inc Com stock 1.70 1.46M +77% 19.13
Prothena 1.68 509698 -39% 54.12
Edwards Lifesciences (EW) 1.57 218000 NEW 118.24
Array Biopharma Inc note 3.000% 6/0 1.56 19.00M +111% 1.35
Alder Biopharmaceuticals 1.55 2.22M +16% 11.45
Xencor 1.53 1.19M -25% 21.11
Spectranetics Corporation (SPNC) 1.48 634802 +13% 38.40
eHealth (EHTH) 1.40 1.22M +2% 18.80
Chimerix 1.40 4.21M -2% 5.45
ICU Medical, Incorporated (ICUI) 1.39 132505 -17% 172.50
La Jolla Pharmaceuticl Com Par 1.29 713280 +18% 29.77
Irhythm Technologies Inc Com Added 1.23 476341 NEW 42.49
Vertex Pharmaceuticals Incorporated (VRTX) 1.13 144408 NEW 128.87
Blueprint Medicines 1.13 367537 -8% 50.67
Global Blood Therapeutics In 1.05 631283 -32% 27.35
Neuroderm Ltd F 1.01 555096 -39% 29.90
NxStage Medical (NXTM) 1.00 657356 NEW 25.07
Jounce Therapeutics 0.97 1.14M +2% 14.03
Syros Pharmaceuticals 0.95 973260 +2% 16.09
Nanostring Technologies 0.87 866819 -7% 16.54
Cascadian Therapeutics 0.84 3.74M -8% 3.71
Livanova Plc Ord 0.79 212028 NEW 61.21
Model N 0.69 858314 +4% 13.30
Cytomx Therapeutics 0.66 698392 +2% 15.50
Puma Biotechnology 0.54 101500 NEW 87.40
Proqr Thrapeutics N V shs euro 0.51 1.60M +2% 5.20
Invitae 0.47 812240 9.56
Glycomimetics 0.41 599620 NEW 11.16
Medpace Hldgs Inc Com stock 0.40 225040 NEW 29.00
Catalent 0.31 145963 -76% 35.10
Fate Therapeutics 0.28 1.42M 3.24
Ovid Therapeutics 0.26 448781 NEW 9.44
Aclaris Therapeutics 0.16 94560 +4% 27.12
Aurinia Pharmaceuticals 0.12 332310 +136% 6.13
UnitedHealth (UNH) 0.02 1820 185.16
Neurocrine Biosciences (NBIX) 0.02 6640 -98% 45.93
Nektar Therapeutics (NKTR) 0.02 14580 NEW 19.55
Allergan 0.02 1200 NEW 243.33
Amedisys (AMED) 0.01 3356 -30% 62.87
Brookdale Senior Living (BKD) 0.01 12110 NEW 14.70
Insmed Inc 0.01 12380 NEW 17.12
Castlight Health 0.00 10229 4.11
Adverum Biotechnologies 0.00 22236 2.52

Past 13F-HR SEC Filings by Redmile

View All Filings