Palo Alto Investors as of Sept. 30, 2017
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 40 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Abiomed | 13.7 | $326M | 1.9M | 168.60 | |
| Clovis Oncology | 11.6 | $274M | 3.3M | 82.40 | |
| BioMarin Pharmaceutical (BMRN) | 9.6 | $227M | 2.4M | 93.07 | |
| United Therapeutics Corporation (UTHR) | 8.7 | $207M | 1.8M | 117.19 | |
| Insmed (INSM) | 8.1 | $193M | 6.2M | 31.21 | |
| Alexion Pharmaceuticals | 6.4 | $152M | 1.1M | 140.29 | |
| Epizyme | 5.1 | $122M | 6.4M | 19.05 | |
| Amicus Therapeutics (FOLD) | 4.7 | $112M | 7.4M | 15.08 | |
| Vanda Pharmaceuticals (VNDA) | 3.1 | $74M | 4.2M | 17.90 | |
| Prothena (PRTA) | 3.0 | $71M | 1.1M | 64.77 | |
| Wright Medical Group Nv | 2.9 | $69M | 2.7M | 25.87 | |
| AMAG Pharmaceuticals | 2.7 | $64M | 3.4M | 18.45 | |
| ACADIA Pharmaceuticals (ACAD) | 2.6 | $62M | 1.6M | 37.67 | |
| Sage Therapeutics (SAGE) | 2.1 | $49M | 787k | 62.30 | |
| STAAR Surgical Company (STAA) | 1.8 | $44M | 3.5M | 12.45 | |
| Celgene Corporation | 1.8 | $43M | 295k | 145.82 | |
| Immunomedics | 1.8 | $42M | 3.0M | 13.98 | |
| Align Technology (ALGN) | 1.8 | $42M | 223k | 186.27 | |
| Karyopharm Therapeutics (KPTI) | 1.6 | $38M | 3.5M | 10.98 | |
| Momenta Pharmaceuticals | 1.4 | $33M | 1.8M | 18.50 | |
| Aimmune Therapeutics | 1.4 | $32M | 1.3M | 24.79 | |
| EXACT Sciences Corporation (EXAS) | 0.9 | $20M | 433k | 47.12 | |
| Shire | 0.8 | $20M | 130k | 153.14 | |
| Gilead Sciences (GILD) | 0.6 | $14M | 176k | 81.02 | |
| Bioverativ Inc Com equity | 0.5 | $12M | 211k | 57.07 | |
| Rigel Pharmaceuticals | 0.4 | $9.8M | 3.9M | 2.54 | |
| Acelrx Pharmaceuticals | 0.2 | $4.8M | 1.0M | 4.60 | |
| Alimera Sciences | 0.2 | $4.1M | 3.0M | 1.35 | |
| Dicerna Pharmaceuticals | 0.1 | $2.9M | 501k | 5.75 | |
| Sunesis Pharmaceuticals Inc Ne | 0.1 | $2.3M | 1.2M | 1.94 | |
| Cytokinetics (CYTK) | 0.1 | $1.8M | 124k | 14.50 | |
| Idera Pharmaceuticals | 0.1 | $1.4M | 616k | 2.23 | |
| Cempra | 0.1 | $1.1M | 340k | 3.25 | |
| Trevena | 0.0 | $870k | 341k | 2.55 | |
| Zogenix | 0.0 | $1.0M | 30k | 35.05 | |
| Alder Biopharmaceuticals | 0.0 | $789k | 64k | 12.25 | |
| Histogenics Corp Cmn | 0.0 | $600k | 303k | 1.98 | |
| Sophiris Bio | 0.0 | $531k | 247k | 2.15 | |
| Alcobra | 0.0 | $276k | 273k | 1.01 | |
| Soleno Therapeutics | 0.0 | $220k | 85k | 2.60 |
