Redmile Group, LLC Buys AveXis Inc, Xencor Inc, Atara Biotherapeutics Inc, Sells Clovis Oncology Inc, AstraZeneca PLC, Celgene Corp

San Francisco, CA, based Investment company Redmile Group, LLC buys AveXis Inc, Xencor Inc, Atara Biotherapeutics Inc, Syneos Health Inc, Alexion Pharmaceuticals Inc, WellCare Health Plans Inc, AnaptysBio Inc, Regenxbio Inc, Mylan NV, ICU Medical Inc, sells Clovis Oncology Inc, AstraZeneca PLC, Celgene Corp, Seattle Genetics Inc, Catalent Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Redmile Group, LLC. As of 2018-03-31, Redmile Group, LLC owns 62 stocks with a total value of $2.5 billion. These are the details of the buys and sells.

For the details of Redmile Group, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Redmile+Group%2C+LLC

These are the top 5 holdings of Redmile Group, LLC
  1. Array BioPharma Inc (ARRY) - 17,224,428 shares, 11.06% of the total portfolio. Shares reduced by 9.89%
  2. Atara Biotherapeutics Inc (ATRA) - 4,236,017 shares, 6.5% of the total portfolio. Shares added by 50.43%
  3. Amicus Therapeutics Inc (FOLD) - 10,738,658 shares, 6.36% of the total portfolio. Shares added by 7.11%
  4. Immunogen Inc (IMGN) - 9,702,482 shares, 4.02% of the total portfolio. Shares reduced by 11.04%
  5. Xencor Inc (XNCR) - 3,204,343 shares, 3.78% of the total portfolio. Shares added by 137.20%
New Purchase: AveXis Inc (AVXS)

Redmile Group, LLC initiated holding in AveXis Inc. The purchase prices were between $102.08 and $136.93, with an estimated average price of $118.65. The stock is now traded at around $217.83. The impact to a portfolio due to this purchase was 3.1%. The holding were 636,900 shares as of 2018-03-31.

New Purchase: Syneos Health Inc (SYNH)

Redmile Group, LLC initiated holding in Syneos Health Inc. The purchase prices were between $31.7 and $44.1, with an estimated average price of $39.25. The stock is now traded at around $46.60. The impact to a portfolio due to this purchase was 2.13%. The holding were 1,526,104 shares as of 2018-03-31.

New Purchase: Alexion Pharmaceuticals Inc (ALXN)

Redmile Group, LLC initiated holding in Alexion Pharmaceuticals Inc. The purchase prices were between $108.33 and $128.09, with an estimated average price of $119.53. The stock is now traded at around $121.84. The impact to a portfolio due to this purchase was 1.78%. The holding were 404,800 shares as of 2018-03-31.

New Purchase: Mylan NV (MYL)

Redmile Group, LLC initiated holding in Mylan NV. The purchase prices were between $38.87 and $47.64, with an estimated average price of $42.63. The stock is now traded at around $37.45. The impact to a portfolio due to this purchase was 0.62%. The holding were 381,000 shares as of 2018-03-31.

New Purchase: ARMO BioSciences Inc (ARMO)

Redmile Group, LLC initiated holding in ARMO BioSciences Inc. The purchase prices were between $29.74 and $54.34, with an estimated average price of $42.29. The stock is now traded at around $49.98. The impact to a portfolio due to this purchase was 0.44%. The holding were 298,800 shares as of 2018-03-31.

New Purchase: BeiGene Ltd (BGNE)

Redmile Group, LLC initiated holding in BeiGene Ltd. The purchase prices were between $97.41 and $177.22, with an estimated average price of $134.36. The stock is now traded at around $152.50. The impact to a portfolio due to this purchase was 0.26%. The holding were 40,000 shares as of 2018-03-31.

Added: Xencor Inc (XNCR)

Redmile Group, LLC added to a holding in Xencor Inc by 137.20%. The purchase prices were between $21.18 and $33.78, with an estimated average price of $26.15. The stock is now traded at around $37.60. The impact to a portfolio due to this purchase was 2.19%. The holding were 3,204,343 shares as of 2018-03-31.

Added: Atara Biotherapeutics Inc (ATRA)

Redmile Group, LLC added to a holding in Atara Biotherapeutics Inc by 50.43%. The purchase prices were between $18 and $48.35, with an estimated average price of $36.18. The stock is now traded at around $36.75. The impact to a portfolio due to this purchase was 2.18%. The holding were 4,236,017 shares as of 2018-03-31.

Added: WellCare Health Plans Inc (WCG)

Redmile Group, LLC added to a holding in WellCare Health Plans Inc by 137.14%. The purchase prices were between $188.41 and $218.79, with an estimated average price of $200.25. The stock is now traded at around $242.19. The impact to a portfolio due to this purchase was 1.51%. The holding were 342,309 shares as of 2018-03-31.

Added: AnaptysBio Inc (ANAB)

Redmile Group, LLC added to a holding in AnaptysBio Inc by 127.60%. The purchase prices were between $100.5 and $128.55, with an estimated average price of $112.73. The stock is now traded at around $70.01. The impact to a portfolio due to this purchase was 1.2%. The holding were 523,150 shares as of 2018-03-31.

Added: Regenxbio Inc (RGNX)

Redmile Group, LLC added to a holding in Regenxbio Inc by 49.51%. The purchase prices were between $24.05 and $37.5, with an estimated average price of $29.15. The stock is now traded at around $73.75. The impact to a portfolio due to this purchase was 0.83%. The holding were 2,130,972 shares as of 2018-03-31.

Added: ICU Medical Inc (ICUI)

Redmile Group, LLC added to a holding in ICU Medical Inc by 38.22%. The purchase prices were between $213.2 and $261.85, with an estimated average price of $235.01. The stock is now traded at around $288.60. The impact to a portfolio due to this purchase was 0.53%. The holding were 193,472 shares as of 2018-03-31.

Sold Out: Clovis Oncology Inc (CLVS)

Redmile Group, LLC sold out a holding in Clovis Oncology Inc. The sale prices were between $50.12 and $67.72, with an estimated average price of $58.35.

Sold Out: AstraZeneca PLC (AZN)

Redmile Group, LLC sold out a holding in AstraZeneca PLC. The sale prices were between $32.97 and $36.63, with an estimated average price of $34.63.

Sold Out: Celgene Corp (CELG)

Redmile Group, LLC sold out a holding in Celgene Corp. The sale prices were between $84.98 and $109.14, with an estimated average price of $96.

Sold Out: Seattle Genetics Inc (SGEN)

Redmile Group, LLC sold out a holding in Seattle Genetics Inc. The sale prices were between $50.14 and $59.32, with an estimated average price of $54.49.

Sold Out: Catalent Inc (CTLT)

Redmile Group, LLC sold out a holding in Catalent Inc. The sale prices were between $39.4 and $47.39, with an estimated average price of $42.54.

Sold Out: TransEnterix Inc (TRXC)

Redmile Group, LLC sold out a holding in TransEnterix Inc. The sale prices were between $1.33 and $2.16, with an estimated average price of $1.76.

Reduced: Universal Health Services Inc (UHS)

Redmile Group, LLC reduced to a holding in Universal Health Services Inc by 68.91%. The sale prices were between $110.15 and $127.27, with an estimated average price of $118.76. The stock is now traded at around $113.50. The impact to a portfolio due to this sale was -0.74%. Redmile Group, LLC still held 67,500 shares as of 2018-03-31.

Reduced: Model N Inc (MODN)

Redmile Group, LLC reduced to a holding in Model N Inc by 38.63%. The sale prices were between $13.75 and $18.8, with an estimated average price of $16.67. The stock is now traded at around $17.15. The impact to a portfolio due to this sale was -0.22%. Redmile Group, LLC still held 523,937 shares as of 2018-03-31.

Reduced: CytomX Therapeutics Inc (CTMX)

Redmile Group, LLC reduced to a holding in CytomX Therapeutics Inc by 20.06%. The sale prices were between $21.11 and $34.22, with an estimated average price of $28.36. The stock is now traded at around $23.02. The impact to a portfolio due to this sale was -0.08%. Redmile Group, LLC still held 334,680 shares as of 2018-03-31.

Reduced: Ovid Therapeutics Inc (OVID)

Redmile Group, LLC reduced to a holding in Ovid Therapeutics Inc by 48.62%. The sale prices were between $6.53 and $9.87, with an estimated average price of $8.12. The stock is now traded at around $8.00. The impact to a portfolio due to this sale was -0.06%. Redmile Group, LLC still held 160,718 shares as of 2018-03-31.



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