# EDGAR Filing Document

**Accession Number:** 0001425738
**File Stem:** 0001104659-25-086402
**Filing Date:** 2025-9
**Character Count:** 42198
**Document Hash:** 2a6350776e2c52ec5b49cbf62568c151
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-25-086402.hdr.sgml**: 20250902

**ACCESSION NUMBER**: 0001104659-25-086402

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250902

**EFFECTIVENESS DATE**: 20250902

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Redmile Group, LLC
- **CENTRAL INDEX KEY:** 0001425738

**ORGANIZATION NAME:**
- **EIN:** 208592298
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-12776
- **FILM NUMBER:** 251285948

**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

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001425738

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Redmile Group, LLC

**Address:** One Letterman Drive, San Francisco, CA 94129

**Telephone number:** 415-489-9980

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-12776

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 5493007T2I6TUUZ37I60

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                   | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                                                                                                                                                                                                                                                  | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| 4D Molecular Therapeutics, Inc.  | 35104E100 | 06/17/2025     | Approval, on an advisory, non-binding basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         141178 |                0 | FOR         |                                   141178 | FOR                         |  |
| 4D Molecular Therapeutics, Inc.  | 35104E100 | 06/17/2025     | Approval, on an advisory, non-binding basis, of the frequency of future advisory say-on-pay votes.                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         141178 |                0 | 1 YEAR      |                                   141178 | FOR                         |  |
| 89bio, Inc.                      | 282559103 | 05/28/2025     | Approval of, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        1804211 |                0 | AGAINST     |                                  1804211 | AGAINST                     |  |
| ADC Therapeutics SA              | H0036K147 | 06/03/2025     | Approving, on an advisory basis under U.S. law, the compensation paid to the Company's Named Executive Officers: The Board of Directors is proposing that the following proposal: "RESOLVED, that the Company s Shareholders approve, on an advisory basis under U.S. law, the compensation of the Company's Named Executive Officers, as disclosed in Executive Compensation and the related compensation tables and narrative disclosure in this proxy statement", be approved. | SECTION 14A SAY-ON-PAY VOTES |       15271567 |                0 | FOR         |                                 15271567 | FOR                         |  |
| Akero Therapeutics, Inc.         | 00973Y108 | 06/03/2025     | To consider and act upon a non-binding, advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         849715 |                0 | FOR         |                                   849715 | FOR                         |  |
| ALX Oncology Holdings Inc.       | 00166B105 | 06/11/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |        3513911 |                0 | FOR         |                                  3513911 | FOR                         |  |
| Amicus Therapeutics, Inc.        | 03152W109 | 06/05/2025     | Approval, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        7762757 |                0 | FOR         |                                  7762757 | FOR                         |  |
| Annexon, Inc.                    | 03589W102 | 06/05/2025     | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        6300644 |                0 | FOR         |                                  6300644 | FOR                         |  |
| Atara Biotherapeutics, Inc.      | 046513206 | 06/10/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the Proxy Statement.                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         441701 |                0 | FOR         |                                   441701 | FOR                         |  |
| Atara Biotherapeutics, Inc.      | 046513206 | 06/10/2025     | To approve, on an advisory basis, the frequency of future advisory votes on the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         441701 |                0 | 1 YEAR      |                                   441701 | FOR                         |  |
| Beam Therapeutics Inc.           | 07373V105 | 06/04/2025     | Approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        1527342 |                0 | FOR         |                                  1527342 | FOR                         |  |
| Biohaven Ltd.                    | G1110E107 | 05/05/2025     | A non-binding advisory vote on the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         890296 |                0 | AGAINST     |                                   890296 | AGAINST                     |  |
| Boston Scientific Corporation    | 101137107 | 05/01/2025     | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         274383 |                0 | FOR         |                                   274383 | FOR                         |  |
| Celldex Therapeutics, Inc.       | 15117B202 | 06/05/2025     | To approve, on an advisory basis, the compensation of the Company's Named Executive Officers as disclosed in the Proxy Statement.                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         550966 |                0 | FOR         |                                   550966 | FOR                         |  |
| Cogent Biosciences, Inc.         | 19240Q201 | 06/04/2025     | Approval, on a non-binding, advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        2310626 |                0 | FOR         |                                  2310626 | FOR                         |  |
| Cytokinetics, Incorporated       | 23282W605 | 05/14/2025     | To approve, on an advisory basis, the compensation of Cytokinetics, Incorporated's named executive officers, as disclosed in the Proxy Statement.                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          82098 |                0 | FOR         |                                    82098 | FOR                         |  |
| Establishment Labs Holdings Inc. | G31249108 | 05/23/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         320556 |                0 | FOR         |                                   320556 | FOR                         |  |
| Fate Therapeutics, Inc.          | 31189P102 | 05/29/2025     | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the proxy statement.                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |       12872946 |                0 | FOR         |                                 12872946 | FOR                         |  |
| Fate Therapeutics, Inc.          | 31189P102 | 05/29/2025     | To recommend, on a non-binding advisory basis, the frequency of future non-binding stockholder advisory votes to approve the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |       12872946 |                0 | 1 YEAR      |                                 12872946 | FOR                         |  |
| IDEAYA Biosciences, Inc.         | 45166A102 | 06/24/2025     | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement.                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         490996 |                0 | AGAINST     |                                   490996 | AGAINST                     |  |
| Immunovant, Inc.                 | 45258J102 | 08/12/2024     | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         666704 |                0 | FOR         |                                   666704 | FOR                         |  |
| Insulet Corporation              | 45784P101 | 05/22/2025     | To approve, on a non-binding, advisory basis, the compensation of certain executive officers.                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          27109 |                0 | FOR         |                                    27109 | FOR                         |  |
| Intuitive Surgical, Inc.         | 46120E602 | 05/01/2025     | To approve, by advisory vote, the compensation of the Company's Named Executive Officers.                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          14843 |                0 | FOR         |                                    14843 | FOR                         |  |
| iRhythm Technologies, Inc.       | 450056106 | 05/28/2025     | To approve, on a non-binding advisory basis, the named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          53844 |                0 | FOR         |                                    53844 | FOR                         |  |
| Keros Therapeutics, Inc.         | 492327101 | 06/04/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers as disclosed in the accompanying Proxy Statement.                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         552506 |                0 | FOR         |                                   552506 | FOR                         |  |
| Krystal Biotech, Inc.            | 501147102 | 05/16/2025     | Approval of the compensation of the Company's named executive officers, on a non-binding, advisory basis.                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         737675 |                0 | FOR         |                                   737675 | FOR                         |  |
| Kymera Therapeutics, Inc.        | 501575104 | 06/25/2025     | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         983413 |                0 | AGAINST     |                                   983413 | AGAINST                     |  |
| LivaNova PLC                     | G5509L101 | 06/11/2025     | To approve, on an advisory basis, the Company's compensation of its named executive officers.                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         955539 |                0 | FOR         |                                   955539 | FOR                         |  |
| Masimo Corporation               | 574795100 | 04/29/2025     | An advisory vote to approve the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          26062 |                0 | FOR         |                                    26062 | FOR                         |  |
| McKesson Corporation             | 58155Q103 | 07/31/2024     | Advisory vote on Executive Compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          23430 |                0 | FOR         |                                    23430 | FOR                         |  |
| Neurogene Inc.                   | 64135M105 | 06/12/2025     | To approve on an advisory (non-binding) basis the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        1285179 |                0 | FOR         |                                  1285179 | FOR                         |  |
| Nurix Therapeutics, Inc.         | 67080M103 | 05/19/2025     | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Proxy Statement.                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        4051927 |                0 | FOR         |                                  4051927 | FOR                         |  |
| Nuvation Bio Inc.                | 67080N101 | 09/03/2024     | To approve, on an advisory basis, the compensation of the Company's Named Executive Officers as disclosed in the Proxy Statement.                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        3031009 |                0 | FOR         |                                  3031009 | FOR                         |  |
| Nuvation Bio Inc.                | 67080N101 | 05/21/2025     | To approve, on an advisory basis, the compensation of the Company's Named Executive Officers as disclosed in the Proxy Statement.                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        3031009 |                0 | FOR         |                                  3031009 | FOR                         |  |
| Oruka Therapeutics, Inc.         | 687604108 | 06/02/2025     | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         234094 |                0 | FOR         |                                   234094 | FOR                         |  |
| Oruka Therapeutics, Inc.         | 687604108 | 06/02/2025     | To vote, on a non-binding, advisory basis, on the frequency of future advisory votes to approve compensation for the Company's named executive officers.                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         234094 |                0 | 1 YEAR      |                                   234094 | FOR                         |  |
| Penumbra, Inc.                   | 70975L107 | 05/28/2025     | To approve, on an advisory basis, the compensation of Penumbra, Inc.'s named executive officers as disclosed in the proxy statement.                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          22843 |                0 | FOR         |                                    22843 | FOR                         |  |
| Pliant Therapeutics, Inc.        | 729139105 | 06/05/2025     | To approve, by non-binding advisory vote, the resolution approving Named Executive Officer compensation.                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        1927988 |                0 | FOR         |                                  1927988 | FOR                         |  |
| RAPT Therapeutics, Inc.          | 75382E109 | 05/29/2025     | To approve, on an advisory basis, the compensation of RAPT Therapeutics, Inc.'s named executive officers.                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        6345891 |                0 | AGAINST     |                                  6345891 | AGAINST                     |  |
| RAPT Therapeutics, Inc.          | 75382E109 | 05/29/2025     | To indicate, on an advisory basis, the preferred frequency of stockholder advisory votes on the compensation of RAPT Therapeutics, Inc.'s named executive officers.                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        6345891 |                0 | 1 YEAR      |                                  6345891 | FOR                         |  |
| REGENXBIO Inc.                   | 75901B107 | 05/30/2025     | Advisory vote on the compensation paid to the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        4794780 |                0 | FOR         |                                  4794780 | FOR                         |  |
| REGENXBIO Inc.                   | 75901B107 | 05/30/2025     | Advisory vote on the frequency of future stockholder advisory votes on the compensation paid to the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |        4794780 |                0 | 1 YEAR      |                                  4794780 | FOR                         |  |
| Repare Therapeutics Inc.         | 760273102 | 06/17/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement.                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |        1586174 |                0 | FOR         |                                  1586174 | FOR                         |  |
| Replimune Group, Inc.            | 76029N106 | 09/04/2024     | To approve, on a non-binding advisory basis, the compensation of Replimune Group, Inc.'s named executive officers.                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |        5206248 |                0 | FOR         |                                  5206248 | FOR                         |  |
| Replimune Group, Inc.            | 76029N106 | 09/04/2024     | To approve, on a non-binding advisory basis, the preferred frequency of future advisory votes on the compensation of Replimune Group, Inc.'s named executive officers.                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        5206248 |                0 | 1 YEAR      |                                  5206248 | FOR                         |  |
| Scholar Rock Holding Corporation | 80706P103 | 05/22/2025     | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        4398281 |                0 | FOR         |                                  4398281 | FOR                         |  |
| Silence Therapeutics plc         | 82686Q101 | 06/26/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the attached proxy                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |        2164777 |                0 | FOR         |                                  2164777 | FOR                         |  |
| Silence Therapeutics plc         | 82686Q101 | 06/26/2025     | To indicate, on an advisory basis, the preferred frequency of shareholder advisory votes on the compensation of the Company's named executive officers                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        2164777 |                0 | 1 YEAR      |                                  2164777 | FOR                         |  |
| Solid Biosciences Inc.           | 83422E204 | 06/12/2025     | The approval of an advisory vote on executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |        1963128 |                0 | FOR         |                                  1963128 | FOR                         |  |
| Stoke Therapeutics, Inc          | 86150R107 | 06/03/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        4444281 |                0 | FOR         |                                  4444281 | FOR                         |  |
| Stoke Therapeutics, Inc          | 86150R107 | 06/03/2025     | To indicate, on an advisory basis, the preferred frequency of future stockholder advisory votes to approve the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |        4444281 |                0 | 1 YEAR      |                                  4444281 | FOR                         |  |
| Stryker Corporation              | 863667101 | 05/08/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          21446 |                0 | FOR         |                                    21446 | FOR                         |  |
| Ventyx Biosciences, Inc.         | 92332V107 | 06/04/2025     | To approve, on an advisory basis, the compensation of the named executive officers identified in the 2024 Summary Compensation Table in the "Executive Compensation" section of the proxy statement.                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |        1297042 |                0 | AGAINST     |                                  1297042 | AGAINST                     |  |
| Verve Therapeutics, Inc.         | 92539P101 | 06/05/2025     | Approval, on an advisory basis, of the compensation paid to the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         764793 |                0 | AGAINST     |                                   764793 | AGAINST                     |  |
| Xeris Biopharma Holdings, Inc.   | 98422E103 | 06/04/2025     | To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         451099 |                0 | FOR         |                                   451099 | FOR                         |  |
| Zymeworks Inc.                   | 98985Y108 | 12/10/2024     | Advisory Vote On The Compensation Of The Company's Named Executive Officers.                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |        4926763 |                0 | FOR         |                                  4926763 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Redmile Group, LLC

**By (Signature):** Joshua Garcia

**By (Printed Signature):** Joshua Garcia

**By (Title):** Chief Compliance Officer

**Date:** 09/02/2025