Palo Alto Investors as of Dec. 31, 2017
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 37 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Abiomed | 12.8 | $297M | 1.6M | 187.41 | |
United Therapeutics Corporation (UTHR) | 10.2 | $238M | 1.6M | 147.95 | |
Clovis Oncology | 10.0 | $231M | 3.4M | 68.00 | |
BioMarin Pharmaceutical (BMRN) | 9.6 | $223M | 2.5M | 89.17 | |
Insmed (INSM) | 8.6 | $200M | 6.4M | 31.18 | |
Alexion Pharmaceuticals | 5.8 | $134M | 1.1M | 119.59 | |
Sage Therapeutics (SAGE) | 5.8 | $134M | 811k | 164.71 | |
Amicus Therapeutics (FOLD) | 3.7 | $86M | 6.0M | 14.39 | |
Epizyme | 3.7 | $86M | 6.9M | 12.55 | |
Immunomedics | 3.3 | $77M | 4.8M | 16.16 | |
Vanda Pharmaceuticals (VNDA) | 2.7 | $63M | 4.2M | 15.20 | |
Wright Medical Group Nv | 2.6 | $61M | 2.7M | 22.20 | |
STAAR Surgical Company (STAA) | 2.3 | $54M | 3.5M | 15.50 | |
ACADIA Pharmaceuticals (ACAD) | 2.1 | $49M | 1.6M | 30.11 | |
Align Technology (ALGN) | 2.0 | $47M | 213k | 222.19 | |
AMAG Pharmaceuticals | 2.0 | $46M | 3.5M | 13.25 | |
Aimmune Therapeutics | 1.9 | $43M | 1.1M | 37.82 | |
Prothena (PRTA) | 1.8 | $41M | 1.1M | 37.49 | |
Karyopharm Therapeutics (KPTI) | 1.5 | $34M | 3.5M | 9.60 | |
Celgene Corporation | 1.4 | $32M | 308k | 104.36 | |
Momenta Pharmaceuticals | 1.1 | $25M | 1.8M | 13.95 | |
Shire | 0.9 | $21M | 136k | 155.12 | |
Alder Biopharmaceuticals | 0.9 | $21M | 1.8M | 11.45 | |
EXACT Sciences Corporation (EXAS) | 0.7 | $16M | 311k | 52.54 | |
Rigel Pharmaceuticals | 0.7 | $15M | 3.9M | 3.88 | |
Bioverativ Inc Com equity | 0.6 | $14M | 264k | 53.92 | |
Gilead Sciences (GILD) | 0.5 | $13M | 176k | 71.64 | |
Dicerna Pharmaceuticals | 0.2 | $4.5M | 501k | 9.03 | |
Sunesis Pharmaceuticals Inc Ne | 0.2 | $4.3M | 1.2M | 3.69 | |
Alimera Sciences | 0.2 | $4.0M | 3.0M | 1.33 | |
Idera Pharmaceuticals | 0.1 | $1.3M | 616k | 2.11 | |
Zogenix | 0.1 | $1.2M | 30k | 40.03 | |
Cytokinetics (CYTK) | 0.0 | $1.0M | 124k | 8.15 | |
Histogenics Corp Cmn | 0.0 | $621k | 303k | 2.05 | |
Melinta Therapeutics | 0.0 | $801k | 51k | 15.80 | |
Sophiris Bio | 0.0 | $561k | 247k | 2.27 | |
Trevena | 0.0 | $546k | 341k | 1.60 |