Palo Alto Investors as of Dec. 31, 2014
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 46 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 10.7 | $182M | 1.4M | 129.49 | |
| Auxilium Pharmaceuticals | 9.9 | $169M | 4.9M | 34.38 | |
| Cubist Pharmaceuticals | 7.7 | $131M | 1.3M | 100.65 | |
| BioMarin Pharmaceutical (BMRN) | 6.9 | $118M | 1.3M | 90.40 | |
| Clovis Oncology | 6.9 | $118M | 2.1M | 56.00 | |
| Abiomed | 5.5 | $94M | 2.5M | 38.06 | |
| Cyberonics | 5.3 | $90M | 1.6M | 55.68 | |
| AMAG Pharmaceuticals | 5.0 | $85M | 2.0M | 42.62 | |
| Anacor Pharmaceuticals In | 4.8 | $81M | 2.5M | 32.25 | |
| Insmed (INSM) | 4.2 | $72M | 4.6M | 15.47 | |
| Wright Medical | 3.2 | $55M | 2.0M | 26.87 | |
| Vanda Pharmaceuticals (VNDA) | 3.2 | $54M | 3.8M | 14.32 | |
| NPS Pharmaceuticals | 2.5 | $43M | 1.2M | 35.77 | |
| Kythera Biopharmaceuticals I | 2.3 | $39M | 1.1M | 34.68 | |
| Sequenom | 2.2 | $37M | 9.9M | 3.70 | |
| Celladon | 1.6 | $27M | 1.4M | 19.53 | |
| Celgene Corporation | 1.4 | $24M | 216k | 111.86 | |
| STAAR Surgical Company (STAA) | 1.4 | $24M | 2.6M | 9.11 | |
| Gilead Sciences (GILD) | 1.3 | $22M | 235k | 94.26 | |
| Shire | 1.1 | $18M | 86k | 212.54 | |
| Momenta Pharmaceuticals | 1.0 | $18M | 1.5M | 12.04 | |
| Alimera Sciences | 1.0 | $17M | 3.0M | 5.54 | |
| Amicus Therapeutics (FOLD) | 1.0 | $16M | 2.0M | 8.32 | |
| Medivation | 0.9 | $16M | 161k | 99.61 | |
| Ariad Pharmaceuticals | 0.9 | $15M | 2.2M | 6.87 | |
| Acelrx Pharmaceuticals | 0.8 | $14M | 2.1M | 6.73 | |
| Prothena (PRTA) | 0.8 | $14M | 691k | 20.76 | |
| Intuitive Surgical (ISRG) | 0.8 | $14M | 26k | 528.94 | |
| Align Technology (ALGN) | 0.8 | $13M | 234k | 55.91 | |
| Orexigen Therapeutics | 0.7 | $12M | 1.9M | 6.06 | |
| Rigel Pharmaceuticals (RIGL) | 0.7 | $12M | 5.2M | 2.27 | |
| Zeltiq Aesthetics | 0.7 | $11M | 395k | 27.91 | |
| EXACT Sciences Corporation (EXAS) | 0.6 | $11M | 391k | 27.44 | |
| Salix Pharmaceuticals | 0.5 | $8.8M | 77k | 114.94 | |
| Thoratec Corporation | 0.5 | $8.7M | 269k | 32.46 | |
| Qlt | 0.4 | $7.0M | 1.7M | 4.01 | |
| Histogenics Corp Cmn | 0.3 | $5.0M | 455k | 11.00 | |
| XOMA CORP Common equity shares | 0.2 | $2.9M | 795k | 3.59 | |
| BioSpecifics Technologies | 0.1 | $1.9M | 50k | 38.62 | |
| Hyperion Therapeutics | 0.1 | $1.5M | 63k | 24.00 | |
| Intrexon | 0.1 | $1.2M | 44k | 27.53 | |
| Cytokinetics (CYTK) | 0.1 | $991k | 124k | 8.01 | |
| AVEO Pharmaceuticals | 0.0 | $562k | 669k | 0.84 | |
| NxStage Medical | 0.0 | $362k | 20k | 17.92 | |
| Mallinckrodt Pub | 0.0 | $355k | 3.6k | 98.94 | |
| Sophiris Bio | 0.0 | $104k | 192k | 0.54 |
