REDMILE GROUP, LLC Information

ONE LETTERMAN DRIVE, SAN FRANCISCO, California, 94129, (415) 489-9980

Report Date: 12/31/2014

Position Statistics

Total Positions 66
New Positions 15
Increased Positions 31
Decreased Positions 34
Positions with Activity 65
Sold Out Positions 13
Total Mkt Value (in $ millions) 1,007

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates 8.59%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.15%
Healthcare 56.31%
Services 4.79%
Technology 4.48%
Transportation
Utilities

66 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ARRAY BIOPHARMA INC COM 94,392 27,989 42.15 11,858,294
VALEANT PHARMACEUTICALS INTL I COM 66,842 1,167 1.78 338,477
AMICUS THERAPEUTICS INC COM 60,227 10,235 20.47 6,875,274
CLOVIS ONCOLOGY INC COM 55,176 -4,804 (8.01) 721,632
RITE AID CORP COM 48,189 6,209 14.79 6,038,734
CHIMERIX INC COM 46,843 1,463 3.23 1,157,184
CELGENE CORP COM 41,606 -3,288 (7.32) 342,349
RECEPTOS INC COM 39,605 -16,101 (28.9) 312,736
GILEAD SCIENCES INC COM 38,163 38,163 New 368,615
SEATTLE GENETICS INC COM 35,669 31,020 667.35 983,966
FLUIDIGM CORP DEL COM 26,982 2,246 9.08 610,442
ZS PHARMA INC COM 25,957 2,502 10.67 524,702
AVALANCHE BIOTECHNOLOGIES INC COM 25,292 -14 (0.06) 699,070
INTRA CELLULAR THERAPIES INC COM 24,622 -315 (1.26) 990,810
HEALTHWAYS INC COM 23,913 940 4.09 1,068,489
MCKESSON CORP COM 20,017 -16,979 (45.9) 87,523
PUMA BIOTECHNOLOGY INC COM 19,994 9,125 83.96 93,865
BELLICUM PHARMACEUTICALS INC COM 19,988 19,988 New 860,809
INSMED INC COM PAR $.01 18,769 -1,451 (7.18) 1,012,371
MODEL N INC COM 18,081 54 .30 1,461,678