Redmile Group, LLC Buys Biogen Inc, Principia Biopharma Inc, Boston Scientific Corp, Sells Alder BioPharmaceuticals Inc, Alexion Pharmaceuticals Inc, Audentes Therapeutics Inc

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Feb 17, 2020
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San Francisco, CA, based Investment company Redmile Group, LLC (Current Portfolio) buys Biogen Inc, Principia Biopharma Inc, Boston Scientific Corp, Momenta Pharmaceuticals Inc, UnitedHealth Group Inc, sells Alder BioPharmaceuticals Inc, Alexion Pharmaceuticals Inc, Audentes Therapeutics Inc, Celgene Corp, Wright Medical Group NV during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Redmile Group, LLC. As of 2019Q4, Redmile Group, LLC owns 58 stocks with a total value of $3.9 billion. These are the details of the buys and sells.

For the details of Redmile Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/redmile+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Redmile Group, LLC
  1. Deciphera Pharmaceuticals Inc (DCPH) - 4,709,498 shares, 7.57% of the total portfolio. Shares reduced by 1.49%
  2. Allakos Inc (ALLK) - 3,033,526 shares, 7.47% of the total portfolio. Shares reduced by 1.42%
  3. Amicus Therapeutics Inc (FOLD) - 25,209,964 shares, 6.34% of the total portfolio. Shares added by 10.62%
  4. Fate Therapeutics Inc (FATE) - 11,216,809 shares, 5.67% of the total portfolio.
  5. Epizyme Inc (EPZM) - 8,746,033 shares, 5.56% of the total portfolio. Shares added by 1.26%
New Purchase: Biogen Inc (BIIB)

Redmile Group, LLC initiated holding in Biogen Inc. The purchase prices were between $220.06 and $304.07, with an estimated average price of $279.04. The stock is now traded at around $333.00. The impact to a portfolio due to this purchase was 3.51%. The holding were 457,500 shares as of .

New Purchase: Boston Scientific Corp (BSX)

Redmile Group, LLC initiated holding in Boston Scientific Corp. The purchase prices were between $37.87 and $45.37, with an estimated average price of $41.94. The stock is now traded at around $42.31. The impact to a portfolio due to this purchase was 1.91%. The holding were 1,631,200 shares as of .

New Purchase: Momenta Pharmaceuticals Inc (MNTA)

Redmile Group, LLC initiated holding in Momenta Pharmaceuticals Inc. The purchase prices were between $12.51 and $20.61, with an estimated average price of $16.06. The stock is now traded at around $31.88. The impact to a portfolio due to this purchase was 1.65%. The holding were 3,237,700 shares as of .

New Purchase: Novartis AG (NVS)

Redmile Group, LLC initiated holding in Novartis AG. The purchase prices were between $84.35 and $95.37, with an estimated average price of $89.9. The stock is now traded at around $97.63. The impact to a portfolio due to this purchase was 1.4%. The holding were 573,100 shares as of .

New Purchase: PTC Therapeutics Inc (PTCT)

Redmile Group, LLC initiated holding in PTC Therapeutics Inc. The purchase prices were between $33.65 and $50.07, with an estimated average price of $42.83. The stock is now traded at around $57.75. The impact to a portfolio due to this purchase was 1.07%. The holding were 859,526 shares as of .

New Purchase: Guardant Health Inc (GH)

Redmile Group, LLC initiated holding in Guardant Health Inc. The purchase prices were between $59.88 and $82.78, with an estimated average price of $72.52. The stock is now traded at around $84.30. The impact to a portfolio due to this purchase was 0.79%. The holding were 389,700 shares as of .

Added: Principia Biopharma Inc (PRNB)

Redmile Group, LLC added to a holding in Principia Biopharma Inc by 244.60%. The purchase prices were between $26.79 and $60.85, with an estimated average price of $37.8. The stock is now traded at around $64.66. The impact to a portfolio due to this purchase was 2.73%. The holding were 2,722,388 shares as of .

Added: UnitedHealth Group Inc (UNH)

Redmile Group, LLC added to a holding in UnitedHealth Group Inc by 20816.58%. The purchase prices were between $215.36 and $295.97, with an estimated average price of $263.11. The stock is now traded at around $298.78. The impact to a portfolio due to this purchase was 1.53%. The holding were 203,100 shares as of .

Added: Centene Corp (CNC)

Redmile Group, LLC added to a holding in Centene Corp by 91.56%. The purchase prices were between $42.73 and $63.65, with an estimated average price of $54.66. The stock is now traded at around $64.94. The impact to a portfolio due to this purchase was 1.2%. The holding were 1,552,598 shares as of .

Added: Forty Seven Inc (FTSV)

Redmile Group, LLC added to a holding in Forty Seven Inc by 70.25%. The purchase prices were between $5.6 and $44.31, with an estimated average price of $16.58. The stock is now traded at around $44.81. The impact to a portfolio due to this purchase was 1.16%. The holding were 2,770,842 shares as of .

Added: Nevro Corp (NVRO)

Redmile Group, LLC added to a holding in Nevro Corp by 45.86%. The purchase prices were between $76.41 and $117.54, with an estimated average price of $99.76. The stock is now traded at around $139.66. The impact to a portfolio due to this purchase was 0.9%. The holding were 939,164 shares as of .

Added: Amedisys Inc (AMED)

Redmile Group, LLC added to a holding in Amedisys Inc by 7704.53%. The purchase prices were between $122.85 and $167.13, with an estimated average price of $149.56. The stock is now traded at around $197.88. The impact to a portfolio due to this purchase was 0.77%. The holding were 181,065 shares as of .

Sold Out: Alder BioPharmaceuticals Inc (ALDR)

Redmile Group, LLC sold out a holding in Alder BioPharmaceuticals Inc. The sale prices were between $18.86 and $18.93, with an estimated average price of $18.89.

Sold Out: Alexion Pharmaceuticals Inc (ALXN)

Redmile Group, LLC sold out a holding in Alexion Pharmaceuticals Inc. The sale prices were between $94.84 and $115.45, with an estimated average price of $107.27.

Sold Out: Celgene Corp (CELG)

Redmile Group, LLC sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Sold Out: Wright Medical Group NV (WMGI)

Redmile Group, LLC sold out a holding in Wright Medical Group NV. The sale prices were between $19.41 and $30.59, with an estimated average price of $26.4.

Sold Out: DexCom Inc (DXCM)

Redmile Group, LLC sold out a holding in DexCom Inc. The sale prices were between $146.46 and $229.18, with an estimated average price of $191.34.

Sold Out: Penumbra Inc (PEN)

Redmile Group, LLC sold out a holding in Penumbra Inc. The sale prices were between $135.51 and $177.8, with an estimated average price of $159.77.



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