Palo Alto Investors as of Sept. 30, 2016
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 42 positions in its portfolio as reported in the September 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Abiomed | 14.1 | $242M | 1.9M | 128.58 | |
| United Therapeutics Corporation (UTHR) | 12.1 | $208M | 1.8M | 118.08 | |
| BioMarin Pharmaceutical (BMRN) | 9.6 | $166M | 1.8M | 92.52 | |
| Clovis Oncology | 8.0 | $137M | 3.8M | 36.05 | |
| AMAG Pharmaceuticals | 4.7 | $82M | 3.3M | 24.51 | |
| Insmed (INSM) | 4.3 | $74M | 5.1M | 14.52 | |
| Alexion Pharmaceuticals | 4.0 | $69M | 562k | 122.54 | |
| Cempra | 4.0 | $69M | 2.8M | 24.20 | |
| Vanda Pharmaceuticals (VNDA) | 4.0 | $68M | 4.1M | 16.64 | |
| Wright Medical Group Nv | 3.5 | $60M | 2.4M | 24.53 | |
| Prothena (PRTA) | 3.3 | $56M | 935k | 59.97 | |
| Zeltiq Aesthetics | 3.2 | $56M | 1.4M | 39.22 | |
| ACADIA Pharmaceuticals (ACAD) | 2.7 | $47M | 1.5M | 31.81 | |
| Amicus Therapeutics (FOLD) | 2.4 | $42M | 5.7M | 7.40 | |
| Sage Therapeutics (SAGE) | 2.4 | $42M | 902k | 46.05 | |
| Ariad Pharmaceuticals | 2.1 | $35M | 2.6M | 13.69 | |
| Celgene Corporation | 1.8 | $31M | 293k | 104.53 | |
| STAAR Surgical Company (STAA) | 1.8 | $31M | 3.2M | 9.40 | |
| Karyopharm Therapeutics (KPTI) | 1.7 | $30M | 3.1M | 9.73 | |
| Epizyme | 1.6 | $28M | 2.8M | 9.84 | |
| Gilead Sciences (GILD) | 1.5 | $25M | 318k | 79.12 | |
| Shire | 1.4 | $24M | 123k | 193.86 | |
| Momenta Pharmaceuticals | 1.1 | $19M | 1.7M | 11.69 | |
| Rigel Pharmaceuticals | 1.1 | $19M | 5.2M | 3.67 | |
| Endo International | 1.1 | $19M | 945k | 20.15 | |
| EXACT Sciences Corporation (EXAS) | 0.4 | $7.4M | 397k | 18.57 | |
| Acelrx Pharmaceuticals | 0.4 | $6.4M | 1.6M | 3.89 | |
| Aimmune Therapeutics | 0.3 | $5.7M | 380k | 15.00 | |
| Sunesis Pharmaceuticals Inc Ne | 0.3 | $5.1M | 1.2M | 4.37 | |
| Alimera Sciences | 0.3 | $4.5M | 3.0M | 1.49 | |
| Align Technology (ALGN) | 0.2 | $3.5M | 38k | 93.76 | |
| Idera Pharmaceuticals | 0.2 | $3.2M | 1.3M | 2.56 | |
| Dicerna Pharmaceuticals | 0.1 | $1.6M | 268k | 5.88 | |
| Intrexon | 0.1 | $1.3M | 47k | 28.03 | |
| Histogenics Corp Cmn | 0.1 | $1.5M | 455k | 3.21 | |
| Cytokinetics (CYTK) | 0.1 | $1.1M | 124k | 9.18 | |
| Alcobra | 0.0 | $674k | 273k | 2.47 | |
| Sophiris Bio | 0.0 | $768k | 247k | 3.11 | |
| Orexigen Therapeutics | 0.0 | $555k | 167k | 3.32 | |
| Zogenix | 0.0 | $337k | 30k | 11.42 | |
| Uniqure Nv (QURE) | 0.0 | $156k | 21k | 7.63 | |
| Marinus Pharmaceuticals | 0.0 | $116k | 64k | 1.83 |
