Palo Alto Investors as of Sept. 30, 2018
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 36 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Abiomed | 12.9 | $319M | 709k | 449.75 | |
| BioMarin Pharmaceutical (BMRN) | 10.0 | $247M | 2.5M | 96.97 | |
| United Therapeutics Corporation (UTHR) | 8.4 | $208M | 1.6M | 127.88 | |
| STAAR Surgical Company (STAA) | 6.8 | $169M | 3.5M | 48.00 | |
| Alexion Pharmaceuticals | 6.7 | $167M | 1.2M | 139.01 | |
| Clovis Oncology | 6.2 | $153M | 5.2M | 29.37 | |
| Insmed (INSM) | 6.0 | $149M | 7.4M | 20.22 | |
| Sage Therapeutics (SAGE) | 4.8 | $119M | 840k | 141.25 | |
| Immunomedics | 4.2 | $104M | 5.0M | 20.83 | |
| Vanda Pharmaceuticals (VNDA) | 3.9 | $95M | 4.2M | 22.95 | |
| Wright Medical Group Nv | 3.2 | $80M | 2.8M | 29.02 | |
| Karyopharm Therapeutics (KPTI) | 3.2 | $79M | 4.7M | 17.03 | |
| Amicus Therapeutics (FOLD) | 3.1 | $77M | 6.4M | 12.09 | |
| Epizyme | 3.0 | $73M | 6.9M | 10.60 | |
| AMAG Pharmaceuticals | 2.7 | $68M | 3.4M | 20.00 | |
| Align Technology (ALGN) | 2.3 | $58M | 148k | 391.22 | |
| Momenta Pharmaceuticals | 1.9 | $48M | 1.8M | 26.30 | |
| Celgene Corporation | 1.6 | $38M | 429k | 89.49 | |
| Aimmune Therapeutics | 1.5 | $38M | 1.4M | 27.28 | |
| Shire | 1.4 | $35M | 193k | 181.27 | |
| ACADIA Pharmaceuticals (ACAD) | 1.4 | $35M | 1.7M | 20.76 | |
| Alder Biopharmaceuticals | 1.2 | $31M | 1.9M | 16.65 | |
| EXACT Sciences Corporation (EXAS) | 1.0 | $25M | 313k | 78.92 | |
| Prothena (PRTA) | 0.6 | $14M | 1.1M | 13.08 | |
| Gilead Sciences (GILD) | 0.6 | $14M | 176k | 77.21 | |
| Rigel Pharmaceuticals (RIGL) | 0.5 | $13M | 4.0M | 3.21 | |
| Dicerna Pharmaceuticals | 0.3 | $7.6M | 501k | 15.26 | |
| Alimera Sciences | 0.1 | $3.0M | 3.0M | 0.98 | |
| Sunesis Pharmaceuticals Inc Ne | 0.1 | $2.3M | 1.2M | 2.00 | |
| Zogenix | 0.1 | $1.5M | 30k | 49.59 | |
| Cytokinetics (CYTK) | 0.1 | $1.2M | 124k | 9.85 | |
| Sophiris Bio | 0.0 | $689k | 247k | 2.79 | |
| Trevena | 0.0 | $724k | 341k | 2.12 | |
| Idera Pharmaceuticals | 0.0 | $686k | 77k | 8.90 | |
| Histogenics Corp Cmn | 0.0 | $164k | 303k | 0.54 | |
| Melinta Therapeutics | 0.0 | $200k | 51k | 3.95 |
