Redmile

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

Companies in the Redmile portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Array BioPharma (ARRY) 10.65 17.56M +9% 12.30
Amicus Therapeutics (FOLD) 8.19 11.01M -8% 15.08
Puma Biotechnology Inc Common Stock 5.36 906642 +5% 119.75
Seattle Genetics (SGEN) 4.95 1.84M +177% 54.41
Clovis Oncology 4.05 996610 +8% 82.40
Alder Biopharmaceuticals 3.91 6.48M +191% 12.25
AstraZeneca (AZN) 3.75 2.25M NEW 33.88
Insmed Inc 3.07 1.99M +15987% 31.21
ImmunoGen (IMGN) 3.04 8.06M +54% 7.65
Regenxbio Inc equity us cm 2.71 1.67M -2% 32.95
Penumbra 2.52 565511 -39% 90.30
Wave Life Sciences Ltd shs 2.43 2.27M 21.75
Atara Biotherapeutics 2.36 2.89M +5% 16.55
Livanova Plc Ord 2.19 632488 +198% 70.06
Centene Corporation (CNC) 1.93 404600 96.77
ICU Medical, Incorporated (ICUI) 1.85 201750 +52% 185.85
Aetna (AET) 1.83 233837 NEW 159.01
Audentes Therapeutics Inc Com stock 1.78 1.29M -11% 28.01
Oxford Immunotec Global 1.70 2.05M -4% 16.80
Array Biopharma Inc note 3.000% 6/0 1.69 19.00M 1.80
Gw Pharmaceuticals Plc ads 1.69 338536 -23% 101.49
eHealth (EHTH) 1.58 1.34M +9% 23.89
Molina Healthcare (MOH) 1.56 461074 -44% 68.76
Pra Health Sciences 1.51 402014 NEW 76.17
Endologix (ELGX) 1.44 6.54M +2% 4.46
Vertex Pharmaceuticals Incorporated (VRTX) 1.42 189008 +30% 152.04
Nightstar Therapeutics Plc adr 1.42 1.77M NEW 16.30
Irhythm Technologies Inc Com Added 1.41 552041 +15% 51.88
Xencor 1.36 1.20M 22.92
La Jolla Pharmaceuticl Com Par 1.24 723330 34.78
Epizyme 1.14 1.21M NEW 19.05
Chimerix 1.09 4.23M 5.25
Diplomat Pharmacy 0.98 957155 NEW 20.71
Invitae 0.98 2.11M +160% 9.37
Boston Scientific Corporation (BSX) 0.87 603493 -44% 29.17
Glycomimetics 0.84 1.21M +102% 13.99
Medpace Hldgs Inc Com stock 0.79 499640 +122% 31.90
Amedisys (AMED) 0.78 283648 +8351% 55.96
Jounce Therapeutics 0.73 955598 -16% 15.58
Inc Resh Hldgs Inc cl a 0.69 267918 -68% 52.30
Cymabay Therapeutics 0.65 1.65M NEW 8.06
Newlink Genetics Corporation 0.63 1.25M NEW 10.18
Model N 0.62 838914 -2% 14.95
Deciphera Pharmaceuticals Inc 0.59 722880 NEW 16.54
Atyr Pharma Inc Common Stock Usd 0.001 0.47 1.89M NEW 5.05
Syros Pharmaceuticals 0.47 641419 -34% 14.72
Cascadian Therapeutics 0.40 1.97M -47% 4.09
Proqr Thrapeutics N V shs euro 0.38 1.60M 4.85
Teleflex Incorporated (TFX) 0.37 31365 NEW 241.96
Cytomx Therapeutics 0.34 382271 -45% 18.17
Petiq 0.33 246743 NEW 27.08
Catalent 0.29 147663 39.92
Fate Therapeutics 0.28 1.42M 3.96
Ovid Therapeutics 0.19 451182 8.36
Neuroderm Ltd F 0.15 76729 -86% 38.90
Aclaris Therapeutics 0.13 100960 +6% 25.81
Aurinia Pharmaceuticals 0.10 332310 6.27
Hologic (HOLX) 0.04 20000 NEW 36.70
UnitedHealth (UNH) 0.02 1820 195.60
Neurocrine Biosciences (NBIX) 0.02 6640 61.30
Nektar Therapeutics (NKTR) 0.02 14580 24.01
Shire (SHPGY) 0.01 1360 NEW 152.94
LHC (LHCG) 0.01 3310 NEW 71.00
Castlight Health 0.00 10229 4.30
Adverum Biotechnologies 0.00 22236 3.64

Past 13F-HR SEC Filings by Redmile

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