Redmile Group, LLC Buys Clovis Oncology Inc, uniQure NV, Laboratory Corp of America Holdings, Sells AveXis Inc, Puma Biotechnology Inc, Penumbra Inc

San Francisco, CA, based Investment company Redmile Group, LLC buys Clovis Oncology Inc, uniQure NV, Laboratory Corp of America Holdings, Xeris Pharmaceuticals Inc, MorphoSys AG, InflaRx NV, argenx SE, Audentes Therapeutics Inc, Anthem Inc, Catalent Inc, sells AveXis Inc, Puma Biotechnology Inc, Penumbra Inc, Abbott Laboratories, Teleflex Inc during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Redmile Group, LLC. As of 2018-06-30, Redmile Group, LLC owns 79 stocks with a total value of $2.9 billion. These are the details of the buys and sells.

For the details of Redmile Group, LLC's stock buys and sells, go to 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) - 15,978,580 shares, 9.27% of the total portfolio. Shares reduced by 7.23%
  2. Amicus Therapeutics Inc (FOLD) - 10,511,732 shares, 5.68% of the total portfolio. Shares reduced by 2.11%
  3. Atara Biotherapeutics Inc (ATRA) - 4,126,617 shares, 5.24% of the total portfolio. Shares reduced by 2.58%
  4. Immunogen Inc (IMGN) - 12,315,942 shares, 4.14% of the total portfolio. Shares added by 26.94%
  5. Xencor Inc (XNCR) - 3,147,043 shares, 4.03% of the total portfolio. Shares reduced by 1.79%
New Purchase: Clovis Oncology Inc (CLVS)

Redmile Group, LLC initiated holding in Clovis Oncology Inc. The purchase prices were between $42.06 and $62.4, with an estimated average price of $48.66. The stock is now traded at around $29.69. The impact to a portfolio due to this purchase was 2.76%. The holding were 1,758,600 shares as of 2018-06-30.

New Purchase: uniQure NV (QURE)

Redmile Group, LLC initiated holding in uniQure NV. The purchase prices were between $21.96 and $39.94, with an estimated average price of $31.97. The stock is now traded at around $35.98. The impact to a portfolio due to this purchase was 2.12%. The holding were 1,624,400 shares as of 2018-06-30.

New Purchase: Laboratory Corp of America Holdings (LH)

Redmile Group, LLC initiated holding in Laboratory Corp of America Holdings. The purchase prices were between $160.33 and $189.41, with an estimated average price of $175.63. The stock is now traded at around $170.76. The impact to a portfolio due to this purchase was 1.79%. The holding were 288,400 shares as of 2018-06-30.

New Purchase: Xeris Pharmaceuticals Inc (XERS)

Redmile Group, LLC initiated holding in Xeris Pharmaceuticals Inc. The purchase prices were between $18.8 and $20.22, with an estimated average price of $19.43. The stock is now traded at around $18.21. The impact to a portfolio due to this purchase was 1.58%. The holding were 2,412,642 shares as of 2018-06-30.

New Purchase: MorphoSys AG (MOR)

Redmile Group, LLC initiated holding in MorphoSys AG. The purchase prices were between $25.15 and $30.6, with an estimated average price of $27.48. The stock is now traded at around $26.64. The impact to a portfolio due to this purchase was 1.33%. The holding were 1,269,800 shares as of 2018-06-30.

New Purchase: Anthem Inc (ANTM)

Redmile Group, LLC initiated holding in Anthem Inc. The purchase prices were between $220.13 and $245.16, with an estimated average price of $231.73. The stock is now traded at around $271.64. The impact to a portfolio due to this purchase was 1.2%. The holding were 146,000 shares as of 2018-06-30.

Added: InflaRx NV (IFRX)

Redmile Group, LLC added to a holding in InflaRx NV by 138.24%. The purchase prices were between $27.33 and $41.46, with an estimated average price of $34.55. The stock is now traded at around $34.47. The impact to a portfolio due to this purchase was 1.31%. The holding were 2,027,700 shares as of 2018-06-30.

Added: argenx SE (ARGX)

Redmile Group, LLC added to a holding in argenx SE by 182.19%. The purchase prices were between $74.84 and $100.16, with an estimated average price of $89.3. The stock is now traded at around $76.20. The impact to a portfolio due to this purchase was 1.25%. The holding were 673,300 shares as of 2018-06-30.

Added: Audentes Therapeutics Inc (BOLD)

Redmile Group, LLC added to a holding in Audentes Therapeutics Inc by 70.32%. The purchase prices were between $28.04 and $42.81, with an estimated average price of $37.02. The stock is now traded at around $38.33. The impact to a portfolio due to this purchase was 1.21%. The holding were 2,228,656 shares as of 2018-06-30.

Added: Deciphera Pharmaceuticals Inc (DCPH)

Redmile Group, LLC added to a holding in Deciphera Pharmaceuticals Inc by 79.85%. The purchase prices were between $20.06 and $44.95, with an estimated average price of $29.49. The stock is now traded at around $38.49. The impact to a portfolio due to this purchase was 0.89%. The holding were 1,477,080 shares as of 2018-06-30.

Added: Immunogen Inc (IMGN)

Redmile Group, LLC added to a holding in Immunogen Inc by 26.94%. The purchase prices were between $9.52 and $12.15, with an estimated average price of $10.53. The stock is now traded at around $9.64. The impact to a portfolio due to this purchase was 0.88%. The holding were 12,315,942 shares as of 2018-06-30.

Added: Heska Corp (HSKA)

Redmile Group, LLC added to a holding in Heska Corp by 48.79%. The purchase prices were between $74.5 and $108.91, with an estimated average price of $93.39. The stock is now traded at around $109.97. The impact to a portfolio due to this purchase was 0.42%. The holding were 354,776 shares as of 2018-06-30.

Sold Out: AveXis Inc (AVXS)

Redmile Group, LLC sold out a holding in AveXis Inc. The sale prices were between $115.91 and $217.83, with an estimated average price of $198.8.

Sold Out: Puma Biotechnology Inc (PBYI)

Redmile Group, LLC sold out a holding in Puma Biotechnology Inc. The sale prices were between $48.3 and $68.25, with an estimated average price of $57.86.

Sold Out: PRA Health Sciences Inc (PRAH)

Redmile Group, LLC sold out a holding in PRA Health Sciences Inc. The sale prices were between $79.95 and $96.22, with an estimated average price of $86.13.

Sold Out: Allscripts Healthcare Solutions Inc (MDRX)

Redmile Group, LLC sold out a holding in Allscripts Healthcare Solutions Inc. The sale prices were between $11.52 and $12.86, with an estimated average price of $12.32.

Sold Out: Mylan NV (MYL)

Redmile Group, LLC sold out a holding in Mylan NV. The sale prices were between $35.37 and $41.86, with an estimated average price of $39.24.

Sold Out: ARMO BioSciences Inc (ARMO)

Redmile Group, LLC sold out a holding in ARMO BioSciences Inc. The sale prices were between $25.68 and $50.05, with an estimated average price of $41.01.

Reduced: Penumbra Inc (PEN)

Redmile Group, LLC reduced to a holding in Penumbra Inc by 86.81%. The sale prices were between $112.2 and $165.95, with an estimated average price of $142.06. The stock is now traded at around $149.15. The impact to a portfolio due to this sale was -2.16%. Redmile Group, LLC still held 72,170 shares as of 2018-06-30.

Reduced: Abbott Laboratories (ABT)

Redmile Group, LLC reduced to a holding in Abbott Laboratories by 59.01%. The sale prices were between $57.57 and $63.54, with an estimated average price of $60.61. The stock is now traded at around $73.02. The impact to a portfolio due to this sale was -1.52%. Redmile Group, LLC still held 449,300 shares as of 2018-06-30.

Reduced: Teleflex Inc (TFX)

Redmile Group, LLC reduced to a holding in Teleflex Inc by 54.76%. The sale prices were between $246.68 and $284.87, with an estimated average price of $268.03. The stock is now traded at around $265.26. The impact to a portfolio due to this sale was -0.97%. Redmile Group, LLC still held 79,886 shares as of 2018-06-30.

Reduced: iRhythm Technologies Inc (IRTC)

Redmile Group, LLC reduced to a holding in iRhythm Technologies Inc by 45.02%. The sale prices were between $57.89 and $84.41, with an estimated average price of $69.82. The stock is now traded at around $94.89. The impact to a portfolio due to this sale was -0.81%. Redmile Group, LLC still held 401,303 shares as of 2018-06-30.

Reduced: Syneos Health Inc (SYNH)

Redmile Group, LLC reduced to a holding in Syneos Health Inc by 35.67%. The sale prices were between $35 and $48.9, with an estimated average price of $41.37. The stock is now traded at around $51.00. The impact to a portfolio due to this sale was -0.76%. Redmile Group, LLC still held 981,673 shares as of 2018-06-30.



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