Palo Alto Investors

Companies in the Palo Alto Investors portfolio as of December 2015 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
ABIOMED (ABMD) 14.52 2.89M 90.28
Anacor Pharmaceuticals In 13.75 2.19M 112.97
United Therapeutics Corporation (UTHR) 13.24 1.52M 156.61
BioMarin Pharmaceutical (BMRN) 7.79 1.34M 104.76
Clovis Oncology 6.91 3.55M 35.00
Insmed Inc 4.84 4.79M 18.15
AMAG Pharmaceuticals (AMAG) 4.76 2.84M 30.19
Wright Medical Group Nv 2.87 2.13M 24.18
Endo International 2.73 801230 61.22
Prothena 2.64 695518 68.11
Epizyme 2.37 2.66M 16.02
Karyopharm Therapeutics 2.30 3.11M 13.25
Vanda Pharmaceuticals (VNDA) 2.09 4.03M 9.31
Cempra 2.04 1.18M 31.13
Amicus Therapeutics (FOLD) 1.92 3.55M 9.70
Celgene Corporation (CELG) 1.81 270800 119.76
Gilead Sciences (GILD) 1.71 302900 101.19
Medivation (MDVN) 1.37 509862 48.34
Momenta Pharmaceuticals (MNTA) 1.21 1.47M 14.84
Shire (SHPGY) 1.19 104700 205.00
STAAR Surgical Company (STAA) 1.06 2.67M 7.14
Sequenom (SQNM) 0.91 10.02M 1.64
Zeltiq Aesthetics 0.91 573636 28.53
Rigel Pharmaceuticals (RIGL) 0.88 5.24M 3.03
Ariad Pharmaceuticals (ARIA) 0.79 2.26M 6.25
HeartWare International (HTWR) 0.69 246068 50.40
Alimera Sciences (ALIM) 0.41 3.01M 2.42
Sunesis Pharmaceuticals Inc 0.35 6.97M 0.90
Aimmune Therapeutics 0.33 325599 18.45
Acelrx Pharmaceuticals Inc 0.31 1.43M 3.85
Idera Pharmaceuticals (IDRA) 0.22 1.26M 3.09
EXACT Sciences Corporation (EXAS) 0.20 396276 9.23
Dicerna Pharmaceuticals 0.18 267890 11.87
Orexigen Therapeutics (OREX) 0.16 1.67M 1.72
Align Technology (ALGN) 0.10 27757 65.86
Alcobra 0.09 254188 6.28
Histogenics Corp Cmn 0.09 454545 3.50
Intrexon 0.08 47100 30.15
Cytokinetics 0.07 123686 10.46
Sophiris Bio 0.05 494000 1.78
Marinus Pharmaceuticals 0.03 59017 7.64
Uniqure Nv shs 0.02 20453 16.53
Zogenix 0.02 28600 14.76