Redmile

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

Companies in the Redmile portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Array BioPharma (ARRY) 7.83 10.97M -33% 24.38
Amicus Therapeutics (FOLD) 7.81 19.62M +135% 13.60
Fate Therapeutics 5.33 10.36M 17.57
Atara Biotherapeutics 5.22 4.49M 39.75
Argenx Se 3.72 1.02M +6% 124.84
Clovis Oncology 3.31 4.56M +12% 24.82
Alder Biopharmaceuticals 3.29 8.24M +26% 13.65
Wave Life Sciences Ltd shs 3.22 2.83M +26% 38.85
Audentes Therapeutics Inc Com stock 3.12 2.74M +18% 39.02
Epizyme 2.79 7.69M +15% 12.39
Xencor 2.76 3.04M 31.06
Wright Medical Group Nv 2.64 2.87M +13% 31.45
Inflarx Nv 2.41 2.18M +7% 37.79
Regenxbio Inc equity us cm 2.38 1.42M +4% 57.31
Uniqure Nv shs 2.28 1.31M 59.65
Bristol Myers Squibb (BMY) 2.23 1.60M +87% 47.71
eHealth (EHTH) 2.23 1.22M +12% 62.34
Allakos Inc. 2.17 1.83M +7% 40.50
Livanova Plc Ord 1.66 582687 +13% 97.25
Tandem Diabetes Care Inc 1.59 855932 -17% 63.50
Celgene Corporation (CELG) 1.48 535700 NEW 94.34
Anthem 1.48 176700 +52% 286.98
Teva Pharmaceutical Industries (TEVA) 1.44 3.15M +72% 15.68
Penumbra 1.39 323170 +121% 147.01
Align Technology (ALGN) 1.19 143200 NEW 284.33
Biogen Idec (BIIB) 1.14 165300 NEW 236.38
Cymabay Therapeutics 1.14 2.94M 13.28
Jazz Pharmaceuticals 1.13 269480 +97% 142.95
Scholar Rock Hldg Corp 1.13 2.05M +16% 18.79
Deciphera Pharmaceuticals Inc 1.11 1.63M 23.21
Anaptysbio Inc Common 1.06 496918 +36% 73.05
ImmunoGen (IMGN) 1.04 13.06M +20% 2.71
Oxford Immunotec Global 1.01 2.00M -10% 17.23
Replimune Group Inc 0.99 2.21M 15.22
Array Biopharma Inc bond 0.97 19.00M 1.75
UnitedHealth (UNH) 0.96 132890 +15% 247.26
Invitae 0.94 1.37M +161% 23.42
Gritstone Oncology Ord 0.92 2.35M +3% 13.30
Xeris Pharmaceuticals Inc 0.88 3.00M +24% 10.04
Tcr2 Therapeutics Inc cs 0.84 1.81M NEW 15.87
Glycomimetics 0.74 2.02M +2% 12.46
Teladoc 0.72 439900 +124% 55.60
Alder Biopharmaceuticals Inc convertible security 0.69 25.00M 0.95
Morphosys Ag Adr 0.59 893800 22.70
Eidos Therapeutics Inc 0.58 851900 23.45
Heska Corporation (HSKAD) 0.56 226013 +14% 85.12
Pra Health Sciences 0.56 174000 -10% 110.29
Tricida Inc 0.55 490300 38.62
Vapotherm Inc 0.55 1.01M -18% 18.72
Syros Pharmaceuticals 0.44 1.65M 9.14
Axonics Modulation Technolog 0.42 598600 23.95
ICU Medical, Incorporated (ICUI) 0.36 51721 -43% 239.32
Krystal Biotech Inc 0.31 324500 32.90
Odonate Therapeutics Ord 0.31 477464 +4% 22.11
Si-bone 0.30 538730 -15% 18.84
Shockwave Med Inc 0.29 300000 NEW 33.47
Global Blood Therapeutics In 0.26 167600 52.93
Logicbio Therapeutics Inc 0.26 909787 9.88
AtriCure (ATRC) 0.25 325000 +8% 26.79
Chimerix 0.22 3.54M 2.10
Beigene 0.16 40400 132.00
Gossamer Bio Inc 0.16 250000 NEW 21.67
Establishment Labs Holdings Ord 0.10 142167 24.04
Arvinas Ord 0.07 150955 +10% 14.76
Aurinia Pharmaceuticals 0.06 323265 NEW 6.50
Jounce Therapeutics 0.05 254590 6.20
Ovid Therapeutics 0.04 737550 1.77
Avedro 0.04 125000 NEW 12.27
Endologix Inc 0.02 78756 NEW 6.62
LHC (LHCG) 0.01 2166 -48% 110.80
Gw Pharmaceuticals Plc ads 0.01 2820 168.44
Flexion Therapeutics 0.01 21630 +63% 12.48
Sage Therapeutics 0.01 1450 -50% 159.31
Vericel 0.01 16720 17.52
Nevro 0.01 3400 NEW 62.65
Myokardia 0.01 6252 -21% 51.98
Surgery Partners 0.01 15900 NEW 11.26
Cigna Corp New 0.01 1648 -99% 160.80
Castlight Health 0.00 10229 3.71
Viking Therapeutics 0.00 16260 9.96
Aclaris Therapeutics 0.00 11320 6.01
Adverum Biotechnologies 0.00 22236 5.26

Past 13F-HR SEC Filings by Redmile

View All Filings