Palo Alto Investors as of June 30, 2014
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 42 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| InterMune | 16.9 | $227M | 5.1M | 44.15 | |
| United Therapeutics Corporation (UTHR) | 8.0 | $107M | 1.2M | 88.49 | |
| Cyberonics | 8.0 | $107M | 1.7M | 62.46 | |
| Cubist Pharmaceuticals | 7.9 | $107M | 1.5M | 69.82 | |
| Auxilium Pharmaceuticals | 7.3 | $97M | 4.9M | 20.06 | |
| BioMarin Pharmaceutical (BMRN) | 4.2 | $57M | 916k | 62.21 | |
| Abiomed | 4.1 | $56M | 2.2M | 25.14 | |
| Vanda Pharmaceuticals (VNDA) | 3.9 | $52M | 3.2M | 16.18 | |
| Staar Surgical Com Par $0.01 (STAA) | 3.3 | $44M | 2.6M | 16.80 | |
| Sequenom Com New | 2.8 | $38M | 9.8M | 3.87 | |
| Clovis Oncology | 2.8 | $38M | 915k | 41.41 | |
| Kythera Biopharmaceuticals I | 2.7 | $37M | 950k | 38.37 | |
| AMAG Pharmaceuticals | 2.5 | $34M | 1.6M | 20.72 | |
| Anacor Pharmaceuticals In | 2.2 | $30M | 1.7M | 17.73 | |
| Celladon | 1.8 | $24M | 1.5M | 16.02 | |
| Alimera Sciences | 1.6 | $22M | 3.6M | 5.98 | |
| Questcor Pharmaceuticals | 1.5 | $20M | 219k | 92.49 | |
| NPS Pharmaceuticals | 1.5 | $20M | 609k | 33.05 | |
| Insmed Com Par $.01 (INSM) | 1.4 | $19M | 962k | 19.98 | |
| Rigel Pharmaceuticals Com New (RIGL) | 1.4 | $19M | 5.2M | 3.63 | |
| Momenta Pharmaceuticals | 1.3 | $18M | 1.5M | 12.08 | |
| Shire Sponsored Adr | 1.1 | $15M | 64k | 235.49 | |
| Ariad Pharmaceuticals | 1.1 | $15M | 2.3M | 6.37 | |
| Celgene Corporation | 1.0 | $13M | 155k | 85.88 | |
| Amicus Therapeutics (FOLD) | 1.0 | $13M | 4.0M | 3.34 | |
| EXACT Sciences Corporation (EXAS) | 1.0 | $13M | 778k | 17.03 | |
| Gilead Sciences (GILD) | 1.0 | $13M | 154k | 82.91 | |
| Allergan | 0.9 | $13M | 74k | 169.22 | |
| Prothena Corp SHS (PRTA) | 0.9 | $12M | 534k | 22.55 | |
| Orexigen Therapeutics | 0.9 | $12M | 1.9M | 6.18 | |
| Qlt | 0.9 | $12M | 1.9M | 6.18 | |
| Align Technology (ALGN) | 0.7 | $9.9M | 177k | 56.04 | |
| Medivation | 0.7 | $9.5M | 123k | 77.08 | |
| Intuitive Surgical Com New (ISRG) | 0.6 | $7.6M | 18k | 411.79 | |
| Geron Corporation (GERN) | 0.3 | $4.0M | 1.3M | 3.21 | |
| Revance Therapeutics (RVNC) | 0.2 | $3.1M | 92k | 34.00 | |
| XOMA CORP Common equity shares | 0.2 | $2.9M | 625k | 4.59 | |
| AVEO Pharmaceuticals | 0.2 | $2.2M | 1.2M | 1.83 | |
| Hyperion Therapeutics | 0.1 | $1.6M | 63k | 26.09 | |
| Sophiris Bio Com New | 0.0 | $656k | 293k | 2.24 | |
| Cytokinetics Com New (CYTK) | 0.0 | $591k | 124k | 4.78 | |
| BioSpecifics Technologies | 0.0 | $302k | 11k | 27.00 |
