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) 986

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 9.11%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 2.14%
Healthcare 56.44%
Services 4.88%
Technology 4.11%
Transportation
Utilities

66 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALEANT PHARMACEUTICALS INTL I COM 75,487 1,318 1.78 338,477
ARRAY BIOPHARMA INC COM 74,944 22,223 42.15 11,858,294
AMICUS THERAPEUTICS INC COM 71,778 12,198 20.47 6,875,274
CLOVIS ONCOLOGY INC COM 59,239 -5,157 (8.01) 721,632
RECEPTOS INC COM 48,912 -19,885 (28.9) 312,736
RITE AID CORP COM 48,129 6,201 14.79 6,038,734
CHIMERIX INC COM 40,895 1,278 3.23 1,157,184
GILEAD SCIENCES INC COM 38,708 38,708 New 368,615
CELGENE CORP COM 37,847 -2,990 (7.32) 342,349
SEATTLE GENETICS INC COM 33,484 29,121 667.35 983,966
AVALANCHE BIOTECHNOLOGIES INC COM 23,188 -13 (0.06) 699,070
FLUIDIGM CORP DEL COM 23,020 1,916 9.08 610,442
INSMED INC COM PAR $.01 21,462 -1,659 (7.18) 1,012,371
INTRA CELLULAR THERAPIES INC COM 21,283 -272 (1.26) 990,810
ZS PHARMA INC COM 20,469 1,973 10.67 524,702
BELLICUM PHARMACEUTICALS INC COM 19,867 19,867 New 860,809
MCKESSON CORP COM 19,687 -16,700 (45.9) 87,523
HEALTHWAYS INC COM 18,741 736 4.09 1,068,489
PUMA BIOTECHNOLOGY INC COM 17,671 8,065 83.96 93,865
ASTRAZENECA PLC SPONSORED ADR 17,534 17,534 New 258,305


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