Redmile Group’s BioSpecifics Technologies Corp. BSTC Stock Holding History

Redmile Group’s Portfolio BSTC Stock Details BSTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-271,620	Closed	-$7.04M	–	62
2014 Q1	$7.04M	Sell	271,620 -14,437	-5%	-$346K	0.84%	41
2013 Q4	$6.2M	Sell	286,057 -40,595	-12%	-$831K	0.77%	43
2013 Q3	$6.36M	Buy	326,652 +14,500	+5%	+$257K	0.96%	35
2013 Q2	$4.87M	Buy	+312,152	New	+$5.02M	0.86%	36

Other funds holding BSTC

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return

DCM

DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Redmile Group's BSTC Position: Q2 2014 in Review

Redmile Group sold out of BioSpecifics Technologies Corp. (BSTC) in Q2 2014, closing a stake of 271,620 shares — an estimated $7.04M sold.

Redmile Group first reported a position in BSTC in Q2 2013 and held it in 4 quarters. The position peaked at $7.04M in Q1 2014. 62 funds tracked by Wall St. Rank hold BSTC as of Q2 2014.

Redmile Group reported no remaining BioSpecifics Technologies Corp. position as of Q2 2014 after selling out during the quarter.
Redmile Group sold 271,620 BioSpecifics Technologies Corp. shares in Q2 2014, an estimated $7.04M.
Redmile Group first reported a position in BioSpecifics Technologies Corp. in Q2 2013 and held it in 4 quarters.
Redmile Group's BioSpecifics Technologies Corp. position peaked at $7.04M in Q1 2014.
62 funds tracked by Wall St. Rank held BioSpecifics Technologies Corp. as of Q2 2014.

Based on Redmile Group's 13F filing for Q2 2014, filed 15 Aug 2014.