Palo Alto Investors as of Dec. 31, 2019
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 37 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical (BMRN) | 9.4 | $171M | 2.0M | 84.55 | |
| Insmed (INSM) | 9.0 | $164M | 6.8M | 23.88 | |
| Epizyme | 8.3 | $151M | 6.1M | 24.60 | |
| STAAR Surgical Company (STAA) | 7.3 | $133M | 3.8M | 35.17 | |
| Immunomedics | 6.9 | $125M | 5.9M | 21.16 | |
| United Therapeutics Corporation (UTHR) | 6.2 | $114M | 1.3M | 88.08 | |
| Aimmune Therapeutics | 6.2 | $113M | 3.4M | 33.47 | |
| Abiomed | 5.3 | $96M | 564k | 170.59 | |
| Alexion Pharmaceuticals | 5.2 | $95M | 878k | 108.15 | |
| Karyopharm Therapeutics (KPTI) | 4.8 | $88M | 4.6M | 19.17 | |
| ACADIA Pharmaceuticals (ACAD) | 4.5 | $82M | 1.9M | 42.78 | |
| Wright Medical Group Nv | 4.1 | $75M | 2.5M | 30.48 | |
| Vanda Pharmaceuticals (VNDA) | 4.1 | $74M | 4.5M | 16.41 | |
| Amicus Therapeutics (FOLD) | 4.0 | $72M | 7.4M | 9.74 | |
| Clovis Oncology | 2.9 | $53M | 5.1M | 10.43 | |
| Sage Therapeutics (SAGE) | 2.6 | $47M | 654k | 72.19 | |
| AMAG Pharmaceuticals | 2.0 | $37M | 3.0M | 12.17 | |
| Align Technology (ALGN) | 2.0 | $36M | 128k | 279.04 | |
| Momenta Pharmaceuticals | 1.8 | $33M | 1.7M | 19.73 | |
| Prothena (PRTA) | 0.9 | $16M | 993k | 15.83 | |
| Puma Biotechnology (PBYI) | 0.7 | $12M | 1.3M | 8.75 | |
| Rigel Pharmaceuticals (RIGL) | 0.4 | $7.6M | 3.5M | 2.14 | |
| Dicerna Pharmaceuticals | 0.4 | $7.3M | 332k | 22.03 | |
| Kaleido Biosciences Ord (KLDO) | 0.2 | $4.0M | 788k | 5.02 | |
| Gilead Sciences (GILD) | 0.1 | $2.6M | 39k | 64.99 | |
| Alimera Sciences | 0.1 | $1.5M | 201k | 7.58 | |
| Revance Therapeutics (RVNC) | 0.1 | $1.4M | 89k | 16.23 | |
| Zogenix | 0.1 | $1.5M | 30k | 52.14 | |
| Cytokinetics (CYTK) | 0.1 | $1.3M | 124k | 10.61 | |
| Intra Cellular Therapies (ITCI) | 0.1 | $1.3M | 37k | 34.30 | |
| Aldeyra Therapeutics (ALDX) | 0.0 | $427k | 74k | 5.81 | |
| Sunesis Pharmaceuticals Inc Ne | 0.0 | $393k | 1.2M | 0.34 | |
| Sophiris Bio | 0.0 | $91k | 247k | 0.37 | |
| Marinus Pharmaceuticals | 0.0 | $271k | 125k | 2.16 | |
| Minerva Neurosciences | 0.0 | $258k | 36k | 7.10 | |
| Idera Pharmaceuticals | 0.0 | $140k | 77k | 1.82 | |
| Melinta Therapeutics | 0.0 | $5.0k | 10k | 0.49 |
