Rtw Investments, Llc Buys Immunovant Inc, Global Blood Therapeutics Inc, Tandem Diabetes Care Inc, Sells Achillion Pharmaceuticals Inc, Arvinas Inc, Agilent Technologies Inc

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Jun 16, 2020
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New York, NY, based Investment company Rtw Investments, Llc (Current Portfolio) buys Immunovant Inc, Global Blood Therapeutics Inc, Tandem Diabetes Care Inc, Mirati Therapeutics Inc, Natera Inc, sells Achillion Pharmaceuticals Inc, Arvinas Inc, Agilent Technologies Inc, Insulet Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Rtw Investments, Llc. As of 2020Q1, Rtw Investments, Llc owns 56 stocks with a total value of $2.2 billion. These are the details of the buys and sells.

For the details of RTW INVESTMENTS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/rtw+investments%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of RTW INVESTMENTS, LLC
  1. Rocket Pharmaceuticals Inc (RCKT) - 16,812,491 shares, 10.77% of the total portfolio.
  2. Alnylam Pharmaceuticals Inc (ALNY) - 1,681,645 shares, 8.41% of the total portfolio. Shares added by 2.67%
  3. PTC Therapeutics Inc (PTCT) - 3,932,746 shares, 8.06% of the total portfolio. Shares added by 2.62%
  4. Dicerna Pharmaceuticals Inc (DRNA) - 6,963,135 shares, 5.88% of the total portfolio. Shares added by 18.54%
  5. Bristol-Myers Squibb Company (BMY) - 1,685,934 shares, 4.32% of the total portfolio. Shares added by 2.62%
New Purchase: Immunovant Inc (IMVT)

Rtw Investments, Llc initiated holding in Immunovant Inc. The purchase prices were between $8.36 and $17.13, with an estimated average price of $15.09. The stock is now traded at around $26.49. The impact to a portfolio due to this purchase was 3.03%. The holding were 4,426,106 shares as of .

New Purchase: Global Blood Therapeutics Inc (GBT)

Rtw Investments, Llc initiated holding in Global Blood Therapeutics Inc. The purchase prices were between $41.72 and $87.2, with an estimated average price of $67.49. The stock is now traded at around $67.39. The impact to a portfolio due to this purchase was 1.69%. The holding were 719,489 shares as of .

New Purchase: Tandem Diabetes Care Inc (TNDM)

Rtw Investments, Llc initiated holding in Tandem Diabetes Care Inc. The purchase prices were between $47.37 and $90.04, with an estimated average price of $70.13. The stock is now traded at around $81.39. The impact to a portfolio due to this purchase was 1.31%. The holding were 443,725 shares as of .

New Purchase: Castle Biosciences Inc (CSTL)

Rtw Investments, Llc initiated holding in Castle Biosciences Inc. The purchase prices were between $23.08 and $35.53, with an estimated average price of $30.3. The stock is now traded at around $38.94. The impact to a portfolio due to this purchase was 0.96%. The holding were 698,118 shares as of .

New Purchase: InMode Ltd (INMD)

Rtw Investments, Llc initiated holding in InMode Ltd. The purchase prices were between $14.86 and $49.75, with an estimated average price of $35.71. The stock is now traded at around $31.66. The impact to a portfolio due to this purchase was 0.25%. The holding were 250,000 shares as of .

New Purchase: Itamar Medical Ltd (ITMR)

Rtw Investments, Llc initiated holding in Itamar Medical Ltd. The purchase prices were between $7.95 and $17.54, with an estimated average price of $13.69. The stock is now traded at around $21.24. The impact to a portfolio due to this purchase was 0.25%. The holding were 457,218 shares as of .

Added: Mirati Therapeutics Inc (MRTX)

Rtw Investments, Llc added to a holding in Mirati Therapeutics Inc by 52.64%. The purchase prices were between $69.78 and $128.86, with an estimated average price of $90.44. The stock is now traded at around $107.75. The impact to a portfolio due to this purchase was 1.2%. The holding were 985,166 shares as of .

Added: Natera Inc (NTRA)

Rtw Investments, Llc added to a holding in Natera Inc by 214.21%. The purchase prices were between $17.27 and $40.17, with an estimated average price of $33.52. The stock is now traded at around $44.59. The impact to a portfolio due to this purchase was 1.19%. The holding were 1,266,125 shares as of .

Added: Zimmer Biomet Holdings Inc (ZBH)

Rtw Investments, Llc added to a holding in Zimmer Biomet Holdings Inc by 53.52%. The purchase prices were between $80.63 and $160.4, with an estimated average price of $135.85. The stock is now traded at around $131.06. The impact to a portfolio due to this purchase was 1.09%. The holding were 671,457 shares as of .

Added: WAVE Life Sciences Ltd (WVE)

Rtw Investments, Llc added to a holding in WAVE Life Sciences Ltd by 98.77%. The purchase prices were between $6.94 and $14.22, with an estimated average price of $8.49. The stock is now traded at around $10.40. The impact to a portfolio due to this purchase was 0.73%. The holding were 3,389,933 shares as of .

Added: Vericel Corp (VCEL)

Rtw Investments, Llc added to a holding in Vericel Corp by 49.22%. The purchase prices were between $7.25 and $19.22, with an estimated average price of $15.13. The stock is now traded at around $14.73. The impact to a portfolio due to this purchase was 0.62%. The holding were 4,460,755 shares as of .

Added: Staar Surgical Co (STAA)

Rtw Investments, Llc added to a holding in Staar Surgical Co by 123.57%. The purchase prices were between $25.01 and $42.4, with an estimated average price of $33.91. The stock is now traded at around $45.30. The impact to a portfolio due to this purchase was 0.55%. The holding were 675,650 shares as of .

Sold Out: Achillion Pharmaceuticals Inc (ACHN)

Rtw Investments, Llc sold out a holding in Achillion Pharmaceuticals Inc. The sale prices were between $6.03 and $6.76, with an estimated average price of $6.21.

Sold Out: Agilent Technologies Inc (A)

Rtw Investments, Llc sold out a holding in Agilent Technologies Inc. The sale prices were between $63.37 and $90.13, with an estimated average price of $80.63.

Sold Out: Insulet Corp (PODD)

Rtw Investments, Llc sold out a holding in Insulet Corp. The sale prices were between $130.01 and $216.44, with an estimated average price of $183.11.

Reduced: Arvinas Inc (ARVN)

Rtw Investments, Llc reduced to a holding in Arvinas Inc by 48.54%. The sale prices were between $33 and $54.5, with an estimated average price of $46.8. The stock is now traded at around $30.48. The impact to a portfolio due to this sale was -0.55%. Rtw Investments, Llc still held 344,937 shares as of .



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