Palo Alto Investors as of Dec. 31, 2018
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 36 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Abiomed | 11.9 | $224M | 690k | 325.04 | |
| BioMarin Pharmaceutical (BMRN) | 11.6 | $218M | 2.6M | 85.15 | |
| United Therapeutics Corporation (UTHR) | 9.5 | $178M | 1.6M | 108.90 | |
| STAAR Surgical Company (STAA) | 7.0 | $132M | 4.1M | 31.91 | |
| Alexion Pharmaceuticals | 6.2 | $117M | 1.2M | 97.36 | |
| Vanda Pharmaceuticals (VNDA) | 5.8 | $109M | 4.2M | 26.13 | |
| Insmed (INSM) | 5.3 | $100M | 7.7M | 13.12 | |
| Clovis Oncology | 5.0 | $94M | 5.2M | 17.96 | |
| Sage Therapeutics (SAGE) | 4.3 | $82M | 851k | 95.79 | |
| Wright Medical Group Nv | 4.0 | $75M | 2.8M | 27.22 | |
| Immunomedics | 3.9 | $74M | 5.2M | 14.27 | |
| Amicus Therapeutics (FOLD) | 3.8 | $71M | 7.4M | 9.58 | |
| AMAG Pharmaceuticals | 2.7 | $51M | 3.4M | 15.19 | |
| Karyopharm Therapeutics (KPTI) | 2.3 | $44M | 4.7M | 9.37 | |
| Epizyme | 2.3 | $43M | 6.9M | 6.16 | |
| Celgene Corporation | 1.8 | $34M | 533k | 64.09 | |
| Aimmune Therapeutics | 1.8 | $33M | 1.4M | 23.92 | |
| Align Technology (ALGN) | 1.8 | $33M | 157k | 209.43 | |
| ACADIA Pharmaceuticals (ACAD) | 1.7 | $33M | 2.0M | 16.17 | |
| Puma Biotechnology (PBYI) | 1.3 | $24M | 1.2M | 20.35 | |
| Momenta Pharmaceuticals | 1.1 | $20M | 1.8M | 11.04 | |
| EXACT Sciences Corporation (EXAS) | 1.1 | $20M | 315k | 63.10 | |
| Alder Biopharmaceuticals | 1.0 | $19M | 1.9M | 10.25 | |
| Prothena (PRTA) | 0.6 | $11M | 1.1M | 10.30 | |
| Gilead Sciences (GILD) | 0.6 | $11M | 176k | 62.55 | |
| Rigel Pharmaceuticals | 0.5 | $9.2M | 4.0M | 2.30 | |
| Shire | 0.4 | $8.3M | 48k | 174.04 | |
| Dicerna Pharmaceuticals | 0.3 | $5.4M | 501k | 10.69 | |
| Alimera Sciences | 0.1 | $2.2M | 3.0M | 0.72 | |
| Zogenix | 0.1 | $1.1M | 30k | 36.47 | |
| Cytokinetics (CYTK) | 0.0 | $782k | 124k | 6.32 | |
| Sunesis Pharmaceuticals Inc Ne | 0.0 | $488k | 1.2M | 0.42 | |
| Sophiris Bio | 0.0 | $205k | 247k | 0.83 | |
| Idera Pharmaceuticals | 0.0 | $213k | 77k | 2.76 | |
| Histogenics Corp Cmn | 0.0 | $27k | 303k | 0.09 | |
| Melinta Therapeutics | 0.0 | $40k | 51k | 0.79 |
