Palo Alto Investors as of March 31, 2014
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 39 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| InterMune | 12.2 | $148M | 4.4M | 33.47 | |
| Auxilium Pharmaceuticals | 10.9 | $132M | 4.8M | 27.18 | |
| Cyberonics | 9.2 | $112M | 1.7M | 65.26 | |
| United Therapeutics Corporation (UTHR) | 8.6 | $104M | 1.1M | 94.03 | |
| Cubist Pharmaceuticals | 8.3 | $100M | 1.4M | 73.15 | |
| Questcor Pharmaceuticals | 5.2 | $63M | 970k | 64.93 | |
| Abiomed | 4.7 | $57M | 2.2M | 26.04 | |
| Vanda Pharmaceuticals (VNDA) | 4.3 | $52M | 3.2M | 16.25 | |
| BioMarin Pharmaceutical (BMRN) | 4.2 | $51M | 746k | 68.21 | |
| STAAR Surgical Company (STAA) | 4.0 | $49M | 2.6M | 18.80 | |
| Kythera Biopharmaceuticals I | 3.0 | $36M | 905k | 39.76 | |
| Anacor Pharmaceuticals In | 2.6 | $32M | 1.6M | 20.01 | |
| AMAG Pharmaceuticals | 2.6 | $31M | 1.6M | 19.35 | |
| Alimera Sciences | 2.4 | $29M | 3.6M | 7.89 | |
| Ariad Pharmaceuticals | 2.3 | $28M | 3.5M | 8.06 | |
| Sequenom | 2.0 | $24M | 9.8M | 2.45 | |
| Prothena (PRTA) | 1.7 | $20M | 533k | 38.31 | |
| Rigel Pharmaceuticals | 1.7 | $20M | 5.2M | 3.88 | |
| Celladon | 1.5 | $18M | 1.5M | 11.92 | |
| Momenta Pharmaceuticals | 1.3 | $15M | 1.3M | 11.65 | |
| NPS Pharmaceuticals | 1.1 | $13M | 435k | 29.93 | |
| Clovis Oncology | 1.1 | $13M | 187k | 69.27 | |
| Qlt | 0.9 | $11M | 2.0M | 5.56 | |
| EXACT Sciences Corporation (EXAS) | 0.9 | $11M | 778k | 14.17 | |
| Orexigen Therapeutics | 0.9 | $11M | 1.7M | 6.50 | |
| Amicus Therapeutics (FOLD) | 0.7 | $8.2M | 4.0M | 2.07 | |
| Insmed (INSM) | 0.5 | $6.0M | 317k | 19.04 | |
| Spectrum Pharmaceuticals | 0.3 | $3.2M | 402k | 7.84 | |
| Revance Therapeutics (RVNC) | 0.2 | $2.9M | 92k | 31.50 | |
| Cytokinetics (CYTK) | 0.2 | $2.3M | 247k | 9.50 | |
| AVEO Pharmaceuticals | 0.2 | $2.1M | 1.4M | 1.50 | |
| Hyperion Therapeutics | 0.1 | $1.6M | 63k | 25.81 | |
| XOMA CORP Common equity shares | 0.1 | $1.3M | 256k | 5.21 | |
| Geron Corporation (GERN) | 0.1 | $1.1M | 507k | 2.09 | |
| Sophiris Bio | 0.1 | $975k | 293k | 3.33 | |
| Align Technology (ALGN) | 0.0 | $403k | 7.8k | 51.75 | |
| Celgene Corporation | 0.0 | $362k | 2.6k | 139.77 | |
| Gilead Sciences (GILD) | 0.0 | $255k | 3.6k | 70.83 | |
| Shire | 0.0 | $267k | 1.8k | 148.33 |
