- New Purchases: BIIB, BSX, MNTA, NVS, PTCT, ANTM, GH, CI, ARDX, SWAV, NLTX, CYRX, BNTX,
- Added Positions: PRNB, UNH, CNC, FTSV, NVRO, AMED, FOLD, AXNX, ARGX, QURE, REPL, HCA, PRAH, RGNX, GTHX, EPZM, ATRA, TCDA, WVE, SRRK, KRYS, TNDM, ODT,
- Reduced Positions: BOLD, SYRS, BMY, EIDX, GMAB, ALLK, GLYC, DCPH, CBAY, STXS,
- Sold Out: ALDR, ALXN, CELG, WMGI, DXCM, PEN, XNCR, LIVN, JAZZ, ANAB, CLVS, LOGC, CMRX, SDC, VCEL, FLXN, HZNP, NBIX, MYOK, LHCG, INSP, ESTA, BCRX, VKTX,
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- Deciphera Pharmaceuticals Inc (DCPH) - 4,709,498 shares, 7.57% of the total portfolio. Shares reduced by 1.49%
- Allakos Inc (ALLK) - 3,033,526 shares, 7.47% of the total portfolio. Shares reduced by 1.42%
- Amicus Therapeutics Inc (FOLD) - 25,209,964 shares, 6.34% of the total portfolio. Shares added by 10.62%
- Fate Therapeutics Inc (FATE) - 11,216,809 shares, 5.67% of the total portfolio.
- Epizyme Inc (EPZM) - 8,746,033 shares, 5.56% of the total portfolio. Shares added by 1.26%
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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