0001425738-13-000009.txt : 20130515 0001425738-13-000009.hdr.sgml : 20130515 20130515165633 ACCESSION NUMBER: 0001425738-13-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130331 FILED AS OF DATE: 20130515 DATE AS OF CHANGE: 20130515 EFFECTIVENESS DATE: 20130515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Redmile Group, LLC CENTRAL INDEX KEY: 0001425738 IRS NUMBER: 208592298 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12776 FILM NUMBER: 13848118 BUSINESS ADDRESS: STREET 1: ONE LETTERMAN DRIVE STREET 2: BUILDING D, SUITE D3-700 CITY: SAN FRANCISCO STATE: CA ZIP: 94129 BUSINESS PHONE: 415-489-9980 MAIL ADDRESS: STREET 1: ONE LETTERMAN DRIVE STREET 2: BUILDING D, SUITE D3-700 CITY: SAN FRANCISCO STATE: CA ZIP: 94129 13F-HR 1 red1q2013reportv3.txt 1Q2013 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2013 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Redmile Group LLC Address: One Letterman Drive Building D, Suite D3-700 San Francisco, CA 94129 13F File Number: 028-12776 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Jeremy Green Title: Managing Member Phone: 415-489-9980 Signature, Place, and Date of Signing: /s/Jeremy Green San Francisco, CA May 15, 2013 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 50 Form 13F Information Table Value Total: $544,807 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ACCURAY INC NOTE 3.750% 8/0 004397AB1 443 500000 PRN SOLE 500000 ALIGN TECHNOLOGY INC COM 016255101 27056 807400 SH SOLE 807400 AMICUS THERAPEUTICS INC COM 03152W109 6313 1991490 SH SOLE 1991490 ARIAD PHARMACEUTICALS INC COM 04033A100 14770 816909 SH SOLE 816909 ARRAY BIOPHARMA INC COM 04269X105 23195 4724020 SH SOLE 4724020 ARTHROCARE CORP COM 043136100 4240 121978 SH SOLE 121978 ASTRAZENECA PLC SPONSORED ADR 046353108 12595 252000 SH SOLE 252000 BIOSPECIFICS TECHNOLOGIES CO COM 090931106 5322 312152 SH SOLE 312152 BROOKDALE SR LIVING INC COM 112463104 10447 374700 SH SOLE 374700 CAPITAL SR LIVING CORP COM 140475104 6816 257900 SH SOLE 257900 CARDINAL HEALTH INC COM 14149Y108 2747 66000 SH SOLE 66000 CEPHEID COM 15670R107 6331 165000 SH SOLE 165000 CERUS CORP COM 157085101 6746 1526200 SH SOLE 1526200 CLOVIS ONCOLOGY INC COM 189464100 14257 497277 SH SOLE 497277 CONCEPTUS INC COM 206016107 14045 581572 SH SOLE 581572 CYBERONICS INC COM 23251P102 7783 166300 SH SOLE 166300 CYCLACEL PHARMACEUTICALS INC COM NEW 23254L306 3228 577465 SH SOLE 577465 DYNAVAX TECHNOLOGIES CORP COM 268158102 10010 4508797 SH SOLE 4508797 EXELIXIS INC COM 30161Q104 103 22300 SH SOLE 22300 EXELIXIS INC NOTE 4.250% 8/1 30161QAC8 4935 5000000 PRN SOLE 5000000 GILEAD SCIENCES INC COM 375558103 35557 726540 SH SOLE 726540 GIVEN IMAGING ORD SHS M52020100 409 25000 SH SOLE 25000 GLOBUS MED INC CL A 379577208 8006 545400 SH SOLE 545400 GREENWAY MED TECHNOLOGIES IN COM 39679B103 2541 159815 SH SOLE 159815 GRIFOLS S A SP ADR REP B NVT 398438408 12350 425700 SH SOLE 425700 HCA HOLDINGS INC COM 40412C101 13290 327100 SH SOLE 327100 HEALTH MGMT ASSOC INC NEW CL A 421933102 156 12120 SH SOLE 12120 HEARTWARE INTL INC COM 422368100 16693 188825 SH SOLE 188825 HOLOGIC INC COM 436440101 219 9700 SH SOLE 9700 IDENIX PHARMACEUTICALS INC COM 45166R204 107 30200 SH SOLE 30200 IMPAX LABORATORIES INC COM 45256B101 10105 654500 SH SOLE 654500 INSULET CORP COM 45784P101 17440 674400 SH SOLE 674400 ISHARES TR DJ HEALTH CARE 464288828 284 3700 SH SOLE 3700 ISHARES TR RUSSELL 2000 464287655 66101 700000 SH SOLE 700000 KYTHERA BIOPHARMACEUTICALS I COM 501570105 2634 108118 SH SOLE 108118 MARKET VECTORS ETF TR PHARMACEUTICAL 57060U217 293 6500 SH SOLE 6500 MOMENTA PHARMACEUTICALS INC COM 60877T100 179 13400 SH SOLE 13400 NEUROCRINE BIOSCIENCES INC COM 64125C109 9612 790800 SH SOLE 790800 NUVASIVE INC COM 670704105 3523 165328 SH SOLE 165328 ONYX PHARMACEUTICALS INC COM 683399109 35722 402001 SH SOLE 402001 OPTIMER PHARMACEUTICALS INC COM 68401H104 8985 755000 SH SOLE 755000 OREXIGEN THERAPEUTICS INC COM 686164104 8421 1345240 SH SOLE 1345240 PFIZER INC COM 717081103 19253 667100 SH SOLE 667100 PUMA BIOTECHNOLOGY INC COM 74587V107 17878 535428 SH SOLE 535428 SALIX PHARMACEUTICALS INC COM 795435106 19146 374100 SH SOLE 374100 SIRONA DENTAL SYSTEMS INC COM 82966C103 13183 178800 SH SOLE 178800 TRIUS THERAPEUTICS INC COM 89685K100 5323 778250 SH SOLE 778250 UNITEDHEALTH GROUP INC COM 91324P102 286 5000 SH SOLE 5000 UNIVERSAL HLTH SVCS INC CL B 913903100 24820 388600 SH SOLE 388600 VANGUARD HEALTH SYS INC COM 922036207 10909 733600 SH SOLE 733600