Redmile as of Dec. 31, 2011
Portfolio Holdings for Redmile
Redmile holds 33 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ariad Pharmaceuticals | 9.9 | $27M | 2.2M | 12.25 | |
| Dynavax Technologies Corporation | 6.7 | $18M | 5.4M | 3.32 | |
| Zimmer Holdings (ZBH) | 6.6 | $18M | 330k | 53.42 | |
| Onyx Pharmaceuticals | 6.5 | $18M | 399k | 43.95 | |
| Align Technology (ALGN) | 6.1 | $16M | 688k | 23.72 | |
| Sequenom | 5.7 | $15M | 3.4M | 4.45 | |
| DaVita (DVA) | 5.5 | $15M | 195k | 75.81 | |
| Gilead Sciences (GILD) | 4.8 | $13M | 318k | 40.93 | |
| Medivation | 4.3 | $12M | 251k | 46.11 | |
| Stryker Corporation (SYK) | 4.1 | $11M | 220k | 49.71 | |
| HeartWare International | 3.7 | $10M | 145k | 69.00 | |
| Edwards Lifesciences (EW) | 3.5 | $9.3M | 131k | 70.70 | |
| Incyte Corporation (INCY) | 3.3 | $9.0M | 598k | 15.01 | |
| ArthroCare Corporation | 3.3 | $8.9M | 282k | 31.68 | |
| Auxilium Pharmaceuticals | 3.0 | $8.0M | 402k | 19.93 | |
| CONMED Corporation (CNMD) | 2.7 | $7.1M | 278k | 25.67 | |
| Amylin Pharmaceuticals | 2.6 | $7.1M | 625k | 11.38 | |
| InterMune | 2.5 | $6.7M | 535k | 12.60 | |
| Medicines Company | 2.3 | $6.2M | 332k | 18.64 | |
| Inhibitex | 2.1 | $5.6M | 513k | 10.94 | |
| Cutera | 2.1 | $5.6M | 747k | 7.45 | |
| Micromet | 1.9 | $5.2M | 718k | 7.19 | |
| BioSpecifics Technologies | 1.8 | $4.9M | 314k | 15.55 | |
| GTx | 1.5 | $4.1M | 1.2M | 3.36 | |
| NPS Pharmaceuticals | 1.3 | $3.6M | 544k | 6.59 | |
| Anthera Pharmaceuticals | 0.9 | $2.5M | 405k | 6.14 | |
| TranS1 (TSON) | 0.4 | $1.1M | 606k | 1.87 | |
| Cyclacel Pharmaceuticals | 0.3 | $940k | 2.2M | 0.43 | |
| Trius Therapeutics | 0.2 | $518k | 656k | 0.79 | |
| Nektar Therapeutics | 0.1 | $211k | 38k | 5.60 | |
| LeMaitre Vascular (LMAT) | 0.1 | $121k | 20k | 5.94 | |
| Amicus Therapeutics (FOLD) | 0.0 | $110k | 32k | 3.45 | |
| Savient Pharmaceuticals | 0.0 | $39k | 17k | 2.24 |
