0001104659-20-062580.txt : 20200515 0001104659-20-062580.hdr.sgml : 20200515 20200515160415 ACCESSION NUMBER: 0001104659-20-062580 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200515 EFFECTIVENESS DATE: 20200515 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: 20884944 BUSINESS ADDRESS: STREET 1: ONE LETTERMAN DRIVE STREET 2: BUILDING D, SUITE D3-300 CITY: SAN FRANCISCO STATE: CA ZIP: 94129 BUSINESS PHONE: 415-489-9980 MAIL ADDRESS: STREET 1: ONE LETTERMAN DRIVE STREET 2: BUILDING D, SUITE D3-300 CITY: SAN FRANCISCO STATE: CA ZIP: 94129 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001425738 XXXXXXXX 03-31-2020 03-31-2020 false Redmile Group, LLC

One Letterman Drive Building D, Suite D3-300 San Francisco CA 94129

13F HOLDINGS REPORT 028-12776 N Rachel Chang 415-489-9980 /s/ Rachel Chang San Francisco CA 05-14-2020 0 69 3566983 INFORMATION TABLE 2 infotable.xml 1LIFE HEALTHCARE INC COM 68269G107 56689 3123384 SH SOLE 3123384 0 0 ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 11512 414400 SH SOLE 414400 0 0 AKERO THERAPEUTICS INC COM 00973Y108 12074 569513 SH SOLE 569513 0 0 ALLAKOS INC COM 01671P100 132444 2976928 SH SOLE 2976928 0 0 AMEDISYS INC COM 023436108 32590 177565 SH SOLE 177565 0 0 AMICUS THERAPEUTICS INC COM 03152W109 232677 25181500 SH SOLE 25181500 0 0 APREA THERAPEUTICS INC COM 03836J102 78861 2268718 SH SOLE 2268718 0 0 ARDELYX INC COM 039697107 22195 3904100 SH SOLE 3904100 0 0 ARGENX SE SPONSORED ADR 04016X101 142541 1082070 SH SOLE 1082070 0 0 ATARA BIOTHERAPEUTICS INC COM 046513107 45047 5293370 SH SOLE 5293370 0 0 ATRECA INC CL A COM 04965G109 18682 1128806 SH SOLE 1128806 0 0 AXONICS MODULATION TECHNOLOG COM 05465P101 38303 1507400 SH SOLE 1507400 0 0 BEAM THERAPEUTICS INC COM 07373V105 60467 3359258 SH SOLE 3359258 0 0 BIOGEN INC COM 09062X103 186443 589300 SH SOLE 589300 0 0 BIONTECH SE SPONSORED ADS 09075V102 9940 170200 SH SOLE 170200 0 0 BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 9078 2389000 SH SOLE 2389000 0 0 CABALETTA BIO INC COM 12674W109 10409 1425896 SH SOLE 1425896 0 0 CASTLIGHT HEALTH INC CL B 14862Q100 7 10229 SH SOLE 10229 0 0 CATALENT INC COM 148806102 26302 506300 SH SOLE 506300 0 0 CENTENE CORP DEL COM 15135B101 48959 824090 SH SOLE 824090 0 0 CIGNA CORP NEW COM 125523100 53260 300600 SH SOLE 300600 0 0 CLOVIS ONCOLOGY INC COM 189464100 633 99485 SH SOLE 99485 0 0 CRYOPORT INC COM PAR $0.001 229050307 31028 1817663 SH SOLE 1817663 0 0 CYMABAY THERAPEUTICS INC COM 23257D103 4071 2750616 SH SOLE 2750616 0 0 DECIPHERA PHARMACEUTICALS IN COM 24344T101 210637 5116263 SH SOLE 5116263 0 0 DEXCOM INC COM 252131107 34817 129300 SH SOLE 129300 0 0 EIDOS THERAPEUTICS INC COM 28249H104 33778 689478 SH SOLE 689478 0 0 ENDOLOGIX INC COM NEW 29266S304 54 78755 SH SOLE 78755 0 0 EPIZYME INC COM 29428V104 135999 8768475 SH SOLE 8768475 0 0 FATE THERAPEUTICS INC COM 31189P102 249125 11216809 SH SOLE 11216809 0 0 GENMAB A/S SPONSORED ADS 372303206 32823 1549000 SH SOLE 1549000 0 0 GLYCOMIMETICS INC COM 38000Q102 578 253516 SH SOLE 253516 0 0 GOSSAMER BIO INC COM 38341P102 2636 259700 SH SOLE 259700 0 0 GRITSTONE ONCOLOGY INC COM 39868T105 17857 3068194 SH SOLE 3068194 0 0 HOOKIPA PHARMA INC COM 43906K100 15366 1862510 SH SOLE 1862510 0 0 IGM BIOSCIENCES INC COM 449585108 176536 3144000 SH SOLE 3144000 0 0 IMMUNOGEN INC COM 45253H101 57063 16733879 SH SOLE 16733879 0 0 ITAMAR MED LTD SPONSORED ADS 465437101 7363 625000 SH SOLE 625000 0 0 KRYSTAL BIOTECH INC COM 501147102 45480 1051800 SH SOLE 1051800 0 0 MERCK & CO. INC COM 58933Y105 60667 788500 SH SOLE 788500 0 0 MOMENTA PHARMACEUTICALS INC COM 60877T100 140760 5175008 SH SOLE 5175008 0 0 NEOLEUKIN THERAPEUTICS INC COM 64049K104 45989 4041211 SH SOLE 4041211 0 0 NEVRO CORP COM 64157F103 70628 706426 SH SOLE 706426 0 0 NOVARTIS A G SPONSORED ADR 66987V109 53889 653600 SH SOLE 653600 0 0 ODONATE THERAPEUTICS INC COM 676079106 19549 708038 SH SOLE 708038 0 0 OVID THERAPEUTICS INC COM 690469101 363 121950 SH SOLE 121950 0 0 PPD INC COM 69355F102 22990 1290832 SH SOLE 1290832 0 0 PRA HEALTH SCIENCES INC COM 69354M108 36762 442700 SH SOLE 442700 0 0 PRINCIPIA BIOPHARMA INC COM 74257L108 134263 2261088 SH SOLE 2261088 0 0 PROFOUND MED CORP COM NEW 74319B502 3896 400000 SH SOLE 400000 0 0 REGENXBIO INC COM 75901B107 75720 2338466 SH SOLE 2338466 0 0 REPLIMUNE GROUP INC COM 76029N106 29716 2980493 SH SOLE 2980493 0 0 REVOLUTION MEDICINES INC COM 76155X100 6647 303371 SH SOLE 303371 0 0 SCHOLAR ROCK HLDG CORP COM 80706P103 34999 2890089 SH SOLE 2890089 0 0 SEATTLE GENETICS INC COM 812578102 75655 655700 SH SOLE 655700 0 0 SHOCKWAVE MED INC COM 82489T104 18508 557800 SH SOLE 557800 0 0 STEREOTAXIS INC COM NEW 85916J409 9372 3103327 SH SOLE 3103327 0 0 STOKE THERAPEUTICS INC COM 86150R107 49600 2165938 SH SOLE 2165938 0 0 SYROS PHARMACEUTICALS INC COM 87184Q107 1259 212291 SH SOLE 212291 0 0 TANDEM DIABETES CARE INC COM NEW 875372203 56709 881266 SH SOLE 881266 0 0 TCR2 THERAPEUTICS INC COM 87808K106 13679 1767288 SH SOLE 1767288 0 0 TRICIDA INC COM 89610F101 46785 2126600 SH SOLE 2126600 0 0 TWIST BIOSCIENCE CORP COM 90184D100 18048 590200 SH SOLE 590200 0 0 UNIQURE NV SHS N90064101 131604 2773525 SH SOLE 2773525 0 0 UNITEDHEALTH GROUP INC COM 91324P102 60126 241100 SH SOLE 241100 0 0 VAPOTHERM INC COM 922107107 471 25000 SH SOLE 25000 0 0 WAVE LIFE SCIENCES LTD SHS Y95308105 27429 2927352 SH SOLE 2927352 0 0 XERIS PHARMACEUTICALS INC COM 98422L107 5767 2957441 SH SOLE 2957441 0 0 ZYMEWORKS INC COM 98985W102 30809 868600 SH SOLE 868600 0 0