- New Purchases: CELG, ALGN, BIIB, GOSS, AUPH, ELGX, NVRO, SGRY,
- Added Positions: FOLD, BMY, PEN, WVE, TEVA, NVTA, JAZZ, ANTM, BOLD, TDOC, EPZM, CLVS, WMGI, ANAB, EHTH, ARGX, LIVN, IMGN, XERS, SRRK, ALLK, IFRX, UNH, RGNX, ATRA, HSKA, GRTS, GLYC, ATRC, ODT, REPL, ARVN, FLXN,
- Reduced Positions: ARRY, CI, ICUI, TNDM, OXFD, PRAH, XNCR, DCPH, SAGE, LHCG, MYOK,
- Sold Out: MDT, CVS, NITE, RGEN, IRTC, SBBP,
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- Array BioPharma Inc (ARRY) - 10,970,518 shares, 8.21% of the total portfolio. Shares reduced by 33.35%
- Amicus Therapeutics Inc (FOLD) - 19,616,062 shares, 8.19% of the total portfolio. Shares added by 135.68%
- Fate Therapeutics Inc (FATE) - 10,359,666 shares, 5.59% of the total portfolio.
- Atara Biotherapeutics Inc (ATRA) - 4,485,417 shares, 5.47% of the total portfolio. Shares added by 1.60%
- argenx SE (ARGX) - 1,019,061 shares, 3.90% of the total portfolio. Shares added by 6.05%
Redmile Group, LLC initiated holding in Celgene Corp. The purchase prices were between $64.09 and $94.34, with an estimated average price of $87.12. The stock is now traded at around $95.51. The impact to a portfolio due to this purchase was 1.55%. The holding were 535,700 shares as of .
New Purchase: Align Technology Inc (ALGN)Redmile Group, LLC initiated holding in Align Technology Inc. The purchase prices were between $184.78 and $284.33, with an estimated average price of $238.17. The stock is now traded at around $330.87. The impact to a portfolio due to this purchase was 1.25%. The holding were 143,200 shares as of .
New Purchase: Biogen Inc (BIIB)Redmile Group, LLC initiated holding in Biogen Inc. The purchase prices were between $216.71 and $338.96, with an estimated average price of $315.3. The stock is now traded at around $230.87. The impact to a portfolio due to this purchase was 1.2%. The holding were 165,300 shares as of .
New Purchase: Gossamer Bio Inc (GOSS)Redmile Group, LLC initiated holding in Gossamer Bio Inc. The purchase prices were between $17.58 and $23.97, with an estimated average price of $20.81. The stock is now traded at around $21.14. The impact to a portfolio due to this purchase was 0.17%. The holding were 250,000 shares as of .
New Purchase: Aurinia Pharmaceuticals Inc (AUPH)Redmile Group, LLC initiated holding in Aurinia Pharmaceuticals Inc. The purchase prices were between $6.06 and $7.64, with an estimated average price of $6.65. The stock is now traded at around $6.43. The impact to a portfolio due to this purchase was 0.06%. The holding were 323,265 shares as of .
New Purchase: Endologix Inc (ELGX)Redmile Group, LLC initiated holding in Endologix Inc. The purchase prices were between $5.21 and $8.68, with an estimated average price of $6.61. The stock is now traded at around $6.84. The impact to a portfolio due to this purchase was 0.02%. The holding were 78,756 shares as of .
Added: Amicus Therapeutics Inc (FOLD)Redmile Group, LLC added to a holding in Amicus Therapeutics Inc by 135.68%. The purchase prices were between $9.58 and $13.92, with an estimated average price of $12.16. The stock is now traded at around $12.58. The impact to a portfolio due to this purchase was 4.71%. The holding were 19,616,062 shares as of .
Added: Bristol-Myers Squibb Company (BMY)Redmile Group, LLC added to a holding in Bristol-Myers Squibb Company by 87.17%. The purchase prices were between $45.12 and $53.8, with an estimated average price of $49.88. The stock is now traded at around $47.12. The impact to a portfolio due to this purchase was 1.09%. The holding were 1,599,700 shares as of .
Added: Penumbra Inc (PEN)Redmile Group, LLC added to a holding in Penumbra Inc by 121.95%. The purchase prices were between $115.84 and $160.31, with an estimated average price of $142.8. The stock is now traded at around $143.41. The impact to a portfolio due to this purchase was 0.8%. The holding were 323,170 shares as of .
Added: WAVE Life Sciences Ltd (WVE)Redmile Group, LLC added to a holding in WAVE Life Sciences Ltd by 26.54%. The purchase prices were between $32.69 and $47.91, with an estimated average price of $40.58. The stock is now traded at around $26.08. The impact to a portfolio due to this purchase was 0.71%. The holding were 2,831,507 shares as of .
Added: Teva Pharmaceutical Industries Ltd (TEVA)Redmile Group, LLC added to a holding in Teva Pharmaceutical Industries Ltd by 72.07%. The purchase prices were between $15.42 and $20.01, with an estimated average price of $17.62. The stock is now traded at around $11.42. The impact to a portfolio due to this purchase was 0.63%. The holding were 3,147,000 shares as of .
Added: Invitae Corp (NVTA)Redmile Group, LLC added to a holding in Invitae Corp by 161.56%. The purchase prices were between $10.65 and $25.75, with an estimated average price of $17.47. The stock is now traded at around $18.31. The impact to a portfolio due to this purchase was 0.61%. The holding were 1,374,175 shares as of .
Sold Out: Medtronic PLC (MDT)Redmile Group, LLC sold out a holding in Medtronic PLC. The sale prices were between $82.45 and $93.79, with an estimated average price of $89.53.
Sold Out: CVS Health Corp (CVS)Redmile Group, LLC sold out a holding in CVS Health Corp. The sale prices were between $52.36 and $69.88, with an estimated average price of $61.96.
Sold Out: Nightstar Therapeutics PLC (NITE)Redmile Group, LLC sold out a holding in Nightstar Therapeutics PLC. The sale prices were between $11.52 and $25.54, with an estimated average price of $17.5.
Sold Out: iRhythm Technologies Inc (IRTC)Redmile Group, LLC sold out a holding in iRhythm Technologies Inc. The sale prices were between $65.44 and $97.34, with an estimated average price of $85.3.
Sold Out: Repligen Corp (RGEN)Redmile Group, LLC sold out a holding in Repligen Corp. The sale prices were between $49.45 and $62.8, with an estimated average price of $57.49.
Sold Out: Strongbridge Biopharma PLC (SBBP)Redmile Group, LLC sold out a holding in Strongbridge Biopharma PLC. The sale prices were between $4.42 and $5.59, with an estimated average price of $4.91.
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