Redmile Group, LLC Buys Amicus Therapeutics Inc, Celgene Corp, Align Technology Inc, Sells Array BioPharma Inc, Cigna Corp, Medtronic PLC

San Francisco, CA, based Investment company Redmile Group, LLC buys Amicus Therapeutics Inc, Celgene Corp, Align Technology Inc, Biogen Inc, Bristol-Myers Squibb Company, Penumbra Inc, WAVE Life Sciences, Teva Pharmaceutical Industries, Invitae Corp, Jazz Pharmaceuticals PLC, Anthem Inc, Teladoc Health Inc, AnaptysBio Inc, Immunogen Inc, Xeris Pharmaceuticals Inc, Gossamer Bio Inc, Aurinia Pharmaceuticals Inc, Endologix Inc, Nevro Corp, Surgery Partners Inc, Flexion Therapeutics Inc, sells Array BioPharma Inc, Cigna Corp, Medtronic PLC, CVS Health Corp, Nightstar Therapeutics PLC, ICU Medical Inc, LHC Group Inc, Sage Therapeutics Inc, iRhythm Technologies Inc, Repligen Corp, Strongbridge Biopharma PLC, MyoKardia Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Redmile Group, LLC. As of 2019Q1, Redmile Group, LLC owns 74 stocks with a total value of $3.3 billion. These are the details of the buys and sells.

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
  1. Array BioPharma Inc (ARRY) - 10,970,518 shares, 8.21% of the total portfolio. Shares reduced by 33.35%
  2. Amicus Therapeutics Inc (FOLD) - 19,616,062 shares, 8.19% of the total portfolio. Shares added by 135.68%
  3. Fate Therapeutics Inc (FATE) - 10,359,666 shares, 5.59% of the total portfolio.
  4. Atara Biotherapeutics Inc (ATRA) - 4,485,417 shares, 5.47% of the total portfolio. Shares added by 1.60%
  5. argenx SE (ARGX) - 1,019,061 shares, 3.90% of the total portfolio. Shares added by 6.05%
New Purchase: Celgene Corp (CELG)

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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