Redmile as of March 31, 2012
Portfolio Holdings for Redmile
Redmile holds 36 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ariad Pharmaceuticals | 7.2 | $21M | 1.3M | 15.95 | |
| Dynavax Technologies Corporation | 6.8 | $20M | 3.9M | 5.06 | |
| Align Technology (ALGN) | 6.6 | $19M | 695k | 27.55 | |
| Grifols S A | 6.2 | $18M | 2.3M | 7.71 | |
| Gilead Sciences (GILD) | 5.8 | $17M | 345k | 48.85 | |
| Medivation | 5.5 | $16M | 214k | 74.72 | |
| Onyx Pharmaceuticals | 5.1 | $15M | 391k | 37.68 | |
| Zimmer Holdings (ZBH) | 5.1 | $15M | 228k | 64.28 | |
| DENTSPLY International | 4.8 | $14M | 344k | 40.13 | |
| Medicines Company | 4.2 | $12M | 610k | 20.07 | |
| Nektar Therapeutics | 4.2 | $12M | 1.5M | 7.92 | |
| Stryker Corporation (SYK) | 3.9 | $11M | 204k | 55.48 | |
| Medtronic | 3.2 | $9.2M | 235k | 39.19 | |
| ArthroCare Corporation | 3.1 | $9.1M | 339k | 26.85 | |
| Amarin Corporation | 3.1 | $9.1M | 800k | 11.32 | |
| Hca Holdings (HCA) | 2.4 | $7.0M | 285k | 24.74 | |
| Amicus Therapeutics (FOLD) | 2.4 | $7.0M | 1.3M | 5.28 | |
| Spectrum Pharmaceuticals | 2.3 | $6.6M | 525k | 12.63 | |
| Ym Biosciences | 2.3 | $6.6M | 3.5M | 1.86 | |
| Cutera | 2.2 | $6.4M | 747k | 8.55 | |
| Neurocrine Biosciences (NBIX) | 2.1 | $6.1M | 765k | 7.97 | |
| Trius Therapeutics | 2.0 | $5.7M | 1.1M | 5.35 | |
| Amylin Pharmaceuticals | 1.7 | $5.0M | 200k | 24.96 | |
| BioSpecifics Technologies | 1.7 | $4.9M | 311k | 15.82 | |
| Tenet Healthcare Corporation | 1.6 | $4.5M | 843k | 5.31 | |
| Cyclacel Pharmaceuticals | 1.2 | $3.6M | 5.3M | 0.67 | |
| TranS1 (TSON) | 1.1 | $3.1M | 856k | 3.67 | |
| Health Management Associates | 1.1 | $3.1M | 464k | 6.72 | |
| Shire | 0.2 | $711k | 7.5k | 94.80 | |
| Anthera Pharmaceuticals | 0.2 | $549k | 249k | 2.21 | |
| Symmetry Medical | 0.2 | $530k | 75k | 7.07 | |
| Teva Pharmaceutical Industries (TEVA) | 0.2 | $451k | 10k | 45.10 | |
| Bristol Myers Squibb (BMY) | 0.1 | $253k | 7.5k | 33.73 | |
| Incyte Corporation (INCY) | 0.1 | $213k | 11k | 19.33 | |
| NuVasive | 0.1 | $168k | 10k | 16.80 | |
| NPS Pharmaceuticals | 0.1 | $137k | 20k | 6.85 |
