Redmile Group, LLC Buys Sarepta Therapeutics Inc, Tricida Inc, Centene Corp, Sells InflaRx NV, Array BioPharma Inc, Teva Pharmaceutical Industries

San Francisco, CA, based Investment company Redmile Group, LLC (Current Portfolio) buys Sarepta Therapeutics Inc, Tricida Inc, Centene Corp, Krystal Biotech Inc, Stoke Therapeutics Inc, sells InflaRx NV, Array BioPharma Inc, Teva Pharmaceutical Industries, Penumbra Inc, Xencor Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Redmile Group, LLC. As of 2019Q2, Redmile Group, LLC owns 74 stocks with a total value of $3.4 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) - 8,752,254 shares, 12.04% of the total portfolio. Shares reduced by 20.22%
  2. Amicus Therapeutics Inc (FOLD) - 22,792,634 shares, 8.45% of the total portfolio. Shares added by 16.19%
  3. Fate Therapeutics Inc (FATE) - 10,359,666 shares, 6.24% of the total portfolio.
  4. argenx SE (ARGX) - 1,068,832 shares, 4.49% of the total portfolio. Shares added by 4.88%
  5. uniQure NV (QURE) - 1,669,525 shares, 3.87% of the total portfolio. Shares added by 27.69%
New Purchase: Sarepta Therapeutics Inc (SRPT)

Redmile Group, LLC initiated holding in Sarepta Therapeutics Inc. The purchase prices were between $112.21 and $151.95, with an estimated average price of $121.45. The stock is now traded at around $102.07. The impact to a portfolio due to this purchase was 1.86%. The holding were 412,000 shares as of .

New Purchase: Centene Corp (CNC)

Redmile Group, LLC initiated holding in Centene Corp. The purchase prices were between $47.01 and $57.88, with an estimated average price of $53.96. The stock is now traded at around $46.54. The impact to a portfolio due to this purchase was 1.08%. The holding were 690,870 shares as of .

New Purchase: Stoke Therapeutics Inc (STOK)

Redmile Group, LLC initiated holding in Stoke Therapeutics Inc. The purchase prices were between $25.53 and $29.17, with an estimated average price of $26.85. The stock is now traded at around $32.63. The impact to a portfolio due to this purchase was 0.88%. The holding were 1,021,808 shares as of .

New Purchase: DexCom Inc (DXCM)

Redmile Group, LLC initiated holding in DexCom Inc. The purchase prices were between $111.38 and $155.66, with an estimated average price of $125.45. The stock is now traded at around $168.28. The impact to a portfolio due to this purchase was 0.77%. The holding were 172,100 shares as of .

New Purchase: Akero Therapeutics Inc (AKRO)

Redmile Group, LLC initiated holding in Akero Therapeutics Inc. The purchase prices were between $18.08 and $19.83, with an estimated average price of $18.95. The stock is now traded at around $27.52. The impact to a portfolio due to this purchase was 0.66%. The holding were 1,168,802 shares as of .

New Purchase: Adaptive Biotechnologies Corp (ADPT)

Redmile Group, LLC initiated holding in Adaptive Biotechnologies Corp. The purchase prices were between $40.3 and $48.3, with an estimated average price of $44.3. The stock is now traded at around $45.04. The impact to a portfolio due to this purchase was 0.61%. The holding were 425,000 shares as of .

Added: Tricida Inc (TCDA)

Redmile Group, LLC added to a holding in Tricida Inc by 296.74%. The purchase prices were between $31.16 and $39.46, with an estimated average price of $35.14. The stock is now traded at around $34.24. The impact to a portfolio due to this purchase was 1.71%. The holding were 1,945,200 shares as of .

Added: Krystal Biotech Inc (KRYS)

Redmile Group, LLC added to a holding in Krystal Biotech Inc by 232.91%. The purchase prices were between $27.2 and $41.2, with an estimated average price of $32.66. The stock is now traded at around $44.01. The impact to a portfolio due to this purchase was 0.9%. The holding were 1,080,300 shares as of .

Added: uniQure NV (QURE)

Redmile Group, LLC added to a holding in uniQure NV by 27.69%. The purchase prices were between $52.76 and $82.19, with an estimated average price of $63.55. The stock is now traded at around $56.38. The impact to a portfolio due to this purchase was 0.84%. The holding were 1,669,525 shares as of .

Added: Allakos Inc (ALLK)

Redmile Group, LLC added to a holding in Allakos Inc by 25.40%. The purchase prices were between $36 and $44.73, with an estimated average price of $41.03. The stock is now traded at around $88.00. The impact to a portfolio due to this purchase was 0.6%. The holding were 2,300,301 shares as of .

Added: Tandem Diabetes Care Inc (TNDM)

Redmile Group, LLC added to a holding in Tandem Diabetes Care Inc by 36.23%. The purchase prices were between $54.41 and $71.7, with an estimated average price of $64.4. The stock is now traded at around $61.31. The impact to a portfolio due to this purchase was 0.59%. The holding were 1,166,032 shares as of .

Added: Syros Pharmaceuticals Inc (SYRS)

Redmile Group, LLC added to a holding in Syros Pharmaceuticals Inc by 120.06%. The purchase prices were between $5.5 and $9.75, with an estimated average price of $6.96. The stock is now traded at around $10.98. The impact to a portfolio due to this purchase was 0.55%. The holding were 3,620,376 shares as of .

Sold Out: InflaRx NV (IFRX)

Redmile Group, LLC sold out a holding in InflaRx NV. The sale prices were between $3.06 and $51.61, with an estimated average price of $31.98.

Sold Out: Teva Pharmaceutical Industries Ltd (TEVA)

Redmile Group, LLC sold out a holding in Teva Pharmaceutical Industries Ltd. The sale prices were between $8.12 and $15.72, with an estimated average price of $12.08.

Sold Out: Penumbra Inc (PEN)

Redmile Group, LLC sold out a holding in Penumbra Inc. The sale prices were between $124.65 and $167.39, with an estimated average price of $144.09.

Sold Out: Align Technology Inc (ALGN)

Redmile Group, LLC sold out a holding in Align Technology Inc. The sale prices were between $268.08 and $331.08, with an estimated average price of $301.8.

Sold Out: Biogen Inc (BIIB)

Redmile Group, LLC sold out a holding in Biogen Inc. The sale prices were between $219.29 and $241.72, with an estimated average price of $230.78.

Sold Out: Heska Corp (HSKA)

Redmile Group, LLC sold out a holding in Heska Corp. The sale prices were between $70.1 and $85.17, with an estimated average price of $77.85.



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