Redmile Group as of March 31, 2019
Portfolio Holdings for Redmile Group
Redmile Group holds 82 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Array BioPharma | 7.9 | $268M | 11M | 24.38 | |
Amicus Therapeutics (FOLD) | 7.9 | $267M | 20M | 13.60 | |
Fate Therapeutics (FATE) | 5.4 | $182M | 10M | 17.57 | |
Atara Biotherapeutics (ATRA) | 5.2 | $178M | 4.5M | 39.75 | |
Argenx Se (ARGX) | 3.8 | $127M | 1.0M | 124.84 | |
Clovis Oncology | 3.3 | $113M | 4.6M | 24.82 | |
Wave Life Sciences (WVE) | 3.2 | $110M | 2.8M | 38.85 | |
Audentes Therapeutics | 3.1 | $107M | 2.7M | 39.02 | |
Epizyme | 2.8 | $95M | 7.7M | 12.39 | |
Xencor (XNCR) | 2.8 | $94M | 3.0M | 31.06 | |
Wright Medical Group Nv | 2.7 | $90M | 2.9M | 31.45 | |
Alder Biopharmaceuticals | 2.6 | $89M | 6.5M | 13.65 | |
Inflarx Nv (IFRX) | 2.4 | $83M | 2.2M | 37.79 | |
Regenxbio Inc equity us cm (RGNX) | 2.4 | $81M | 1.4M | 57.31 | |
Uniqure Nv (QURE) | 2.3 | $78M | 1.3M | 59.65 | |
Bristol Myers Squibb (BMY) | 2.2 | $76M | 1.6M | 47.71 | |
eHealth (EHTH) | 2.2 | $76M | 1.2M | 62.34 | |
Allakos (ALLK) | 2.2 | $74M | 1.8M | 40.50 | |
Livanova Plc Ord (LIVN) | 1.7 | $57M | 583k | 97.25 | |
Tandem Diabetes Care (TNDM) | 1.6 | $54M | 856k | 63.50 | |
Celgene Corporation | 1.5 | $51M | 536k | 94.34 | |
Anthem (ELV) | 1.5 | $51M | 177k | 286.98 | |
Teva Pharmaceutical Industries (TEVA) | 1.4 | $49M | 3.1M | 15.68 | |
Penumbra (PEN) | 1.4 | $48M | 323k | 147.01 | |
Align Technology (ALGN) | 1.2 | $41M | 143k | 284.33 | |
Biogen Idec (BIIB) | 1.1 | $39M | 165k | 236.38 | |
Cymabay Therapeutics | 1.1 | $39M | 2.9M | 13.28 | |
Jazz Pharmaceuticals (JAZZ) | 1.1 | $39M | 270k | 142.95 | |
Scholar Rock Hldg Corp (SRRK) | 1.1 | $39M | 2.1M | 18.79 | |
Deciphera Pharmaceuticals (DCPH) | 1.1 | $38M | 1.6M | 23.21 | |
Anaptysbio Inc Common (ANAB) | 1.1 | $36M | 497k | 73.05 | |
ImmunoGen | 1.0 | $35M | 13M | 2.71 | |
Oxford Immunotec Global | 1.0 | $35M | 2.0M | 17.23 | |
Replimune Group (REPL) | 1.0 | $34M | 2.2M | 15.22 | |
Array Biopharma Inc bond | 1.0 | $33M | 19M | 1.75 | |
UnitedHealth (UNH) | 1.0 | $33M | 133k | 247.26 | |
Invitae (NVTAQ) | 0.9 | $32M | 1.4M | 23.42 | |
Gritstone Oncology Ord (GRTS) | 0.9 | $31M | 2.4M | 13.30 | |
Xeris Pharmaceuticals | 0.9 | $30M | 3.0M | 10.04 | |
Tcr2 Therapeutics Inc cs | 0.8 | $29M | 1.8M | 15.87 | |
Glycomimetics (GLYC) | 0.7 | $25M | 2.0M | 12.46 | |
Teladoc (TDOC) | 0.7 | $25M | 440k | 55.60 | |
Alder Biopharmaceuticals Inc convertible security | 0.7 | $24M | 25M | 0.95 | |
Morphosys (MOR) | 0.6 | $20M | 894k | 22.70 | |
Eidos Therapeutics | 0.6 | $20M | 852k | 23.45 | |
Heska Corporation | 0.6 | $19M | 226k | 85.12 | |
Pra Health Sciences | 0.6 | $19M | 174k | 110.29 | |
Tricida | 0.6 | $19M | 490k | 38.62 | |
Vapotherm | 0.6 | $19M | 1.0M | 18.72 | |
Syros Pharmaceuticals | 0.4 | $15M | 1.6M | 9.14 | |
Axonics Modulation Technolog (AXNX) | 0.4 | $14M | 599k | 23.95 | |
ICU Medical, Incorporated (ICUI) | 0.4 | $12M | 52k | 239.32 | |
Krystal Biotech (KRYS) | 0.3 | $11M | 325k | 32.90 | |
Odonate Therapeutics Ord | 0.3 | $11M | 478k | 22.11 | |
Si-bone (SIBN) | 0.3 | $10M | 539k | 18.84 | |
Shockwave Med (SWAV) | 0.3 | $10M | 300k | 33.47 | |
AtriCure (ATRC) | 0.3 | $8.7M | 325k | 26.79 | |
Global Blood Therapeutics In | 0.3 | $8.9M | 168k | 52.93 | |
Logicbio Therapeutics | 0.3 | $9.0M | 910k | 9.88 | |
Chimerix (CMRX) | 0.2 | $7.4M | 3.5M | 2.10 | |
Beigene (BGNE) | 0.2 | $5.3M | 40k | 132.00 | |
Gossamer Bio (GOSS) | 0.2 | $5.4M | 250k | 21.67 | |
Establishment Labs Holdings Ord (ESTA) | 0.1 | $3.4M | 142k | 24.04 | |
Arvinas Ord (ARVN) | 0.1 | $2.2M | 151k | 14.76 | |
Aurinia Pharmaceuticals (AUPH) | 0.1 | $2.1M | 323k | 6.50 | |
Jounce Therapeutics | 0.1 | $1.6M | 255k | 6.20 | |
Avedro | 0.1 | $1.5M | 125k | 12.27 | |
Ovid Therapeutics (OVID) | 0.0 | $1.3M | 738k | 1.77 | |
Endologix | 0.0 | $521k | 79k | 6.62 | |
LHC | 0.0 | $240k | 2.2k | 110.80 | |
Gw Pharmaceuticals Plc ads | 0.0 | $475k | 2.8k | 168.44 | |
Flexion Therapeutics | 0.0 | $270k | 22k | 12.48 | |
Sage Therapeutics (SAGE) | 0.0 | $231k | 1.5k | 159.31 | |
Vericel (VCEL) | 0.0 | $293k | 17k | 17.52 | |
Nevro (NVRO) | 0.0 | $213k | 3.4k | 62.65 | |
Myokardia | 0.0 | $325k | 6.3k | 51.98 | |
Surgery Partners (SGRY) | 0.0 | $179k | 16k | 11.26 | |
Cigna Corp (CI) | 0.0 | $265k | 1.6k | 160.80 | |
Castlight Health | 0.0 | $38k | 10k | 3.71 | |
Viking Therapeutics (VKTX) | 0.0 | $162k | 16k | 9.96 | |
Aclaris Therapeutics (ACRS) | 0.0 | $68k | 11k | 6.01 | |
Adverum Biotechnologies | 0.0 | $117k | 22k | 5.26 |