Palo Alto Investors as of Sept. 30, 2014
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 43 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 12.5 | $167M | 1.3M | 128.65 | |
| Auxilium Pharmaceuticals | 10.8 | $145M | 4.9M | 29.85 | |
| Cubist Pharmaceuticals | 9.1 | $122M | 1.8M | 66.34 | |
| BioMarin Pharmaceutical (BMRN) | 6.8 | $91M | 1.3M | 72.16 | |
| Cyberonics | 6.2 | $83M | 1.6M | 51.16 | |
| Clovis Oncology | 5.8 | $78M | 1.7M | 45.36 | |
| Abiomed | 4.5 | $60M | 2.4M | 24.83 | |
| Anacor Pharmaceuticals In | 3.9 | $52M | 2.1M | 24.47 | |
| AMAG Pharmaceuticals | 3.9 | $52M | 1.6M | 31.91 | |
| Insmed (INSM) | 3.8 | $51M | 3.9M | 13.05 | |
| NPS Pharmaceuticals | 3.3 | $44M | 1.7M | 26.00 | |
| Kythera Biopharmaceuticals I | 2.7 | $36M | 1.1M | 32.76 | |
| Vanda Pharmaceuticals (VNDA) | 2.5 | $34M | 3.3M | 10.38 | |
| Sequenom | 2.2 | $29M | 9.8M | 2.97 | |
| STAAR Surgical Company (STAA) | 2.1 | $28M | 2.6M | 10.63 | |
| Wright Medical | 1.9 | $25M | 833k | 30.30 | |
| Gilead Sciences (GILD) | 1.3 | $18M | 168k | 106.45 | |
| Shire | 1.2 | $17M | 64k | 259.04 | |
| Momenta Pharmaceuticals | 1.2 | $17M | 1.5M | 11.34 | |
| Alimera Sciences | 1.2 | $17M | 3.0M | 5.42 | |
| Celgene Corporation | 1.2 | $16M | 172k | 94.78 | |
| Celladon | 1.1 | $15M | 1.5M | 10.46 | |
| EXACT Sciences Corporation (EXAS) | 1.1 | $15M | 778k | 19.38 | |
| Prothena (PRTA) | 1.1 | $15M | 674k | 22.16 | |
| Medivation | 1.0 | $13M | 130k | 98.87 | |
| Ariad Pharmaceuticals | 0.9 | $12M | 2.2M | 5.40 | |
| Amicus Therapeutics (FOLD) | 0.9 | $12M | 2.0M | 5.95 | |
| Align Technology (ALGN) | 0.8 | $11M | 213k | 51.68 | |
| Intuitive Surgical (ISRG) | 0.8 | $11M | 23k | 461.81 | |
| Rigel Pharmaceuticals (RIGL) | 0.8 | $10M | 5.2M | 1.94 | |
| Acelrx Pharmaceuticals | 0.7 | $8.9M | 1.6M | 5.49 | |
| Qlt | 0.6 | $8.3M | 1.8M | 4.52 | |
| Orexigen Therapeutics | 0.6 | $8.2M | 1.9M | 4.26 | |
| Zeltiq Aesthetics | 0.5 | $6.4M | 284k | 22.63 | |
| XOMA CORP Common equity shares | 0.2 | $2.6M | 625k | 4.21 | |
| Geron Corporation (GERN) | 0.2 | $2.3M | 1.2M | 2.00 | |
| Hyperion Therapeutics | 0.1 | $1.6M | 63k | 25.22 | |
| Revance Therapeutics (RVNC) | 0.1 | $1.6M | 80k | 19.34 | |
| BioSpecifics Technologies | 0.1 | $1.2M | 35k | 35.29 | |
| AVEO Pharmaceuticals | 0.1 | $1.1M | 958k | 1.11 | |
| Sophiris Bio | 0.1 | $858k | 293k | 2.93 | |
| Cytokinetics (CYTK) | 0.0 | $435k | 124k | 3.52 | |
| Mallinckrodt Pub | 0.0 | $323k | 3.6k | 90.02 |
