Palo Alto Investors as of Sept. 30, 2020
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 43 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Immunomedics | 22.6 | $413M | 4.9M | 85.03 | |
| Insmed Com Par $.01 (INSM) | 10.6 | $194M | 6.0M | 32.14 | |
| Staar Surgical Com Par $0.01 (STAA) | 8.7 | $158M | 2.8M | 56.56 | |
| Abiomed | 7.7 | $140M | 504k | 277.06 | |
| BioMarin Pharmaceutical (BMRN) | 7.2 | $132M | 1.7M | 76.08 | |
| Amicus Therapeutics (FOLD) | 6.1 | $111M | 7.9M | 14.12 | |
| United Therapeutics Corporation (UTHR) | 4.4 | $79M | 785k | 101.00 | |
| Epizyme | 4.2 | $76M | 6.4M | 11.93 | |
| ACADIA Pharmaceuticals (ACAD) | 4.1 | $76M | 1.8M | 41.25 | |
| Karyopharm Therapeutics (KPTI) | 4.1 | $74M | 5.1M | 14.60 | |
| Alexion Pharmaceuticals | 2.9 | $52M | 458k | 114.43 | |
| Revance Therapeutics (RVNC) | 2.8 | $50M | 2.0M | 25.14 | |
| Vanda Pharmaceuticals (VNDA) | 2.2 | $40M | 4.2M | 9.66 | |
| Sage Therapeutics (SAGE) | 2.0 | $36M | 590k | 61.12 | |
| AMAG Pharmaceuticals | 1.5 | $28M | 3.0M | 9.40 | |
| Clovis Oncology | 1.4 | $26M | 4.5M | 5.83 | |
| eHealth (EHTH) | 1.2 | $22M | 280k | 79.00 | |
| Align Technology (ALGN) | 1.2 | $22M | 68k | 327.35 | |
| Puma Biotechnology (PBYI) | 0.8 | $14M | 1.4M | 10.09 | |
| Gossamer Bio (GOSS) | 0.7 | $13M | 1.1M | 12.41 | |
| Prothena Corp SHS (PRTA) | 0.7 | $13M | 1.3M | 9.99 | |
| Kaleido Biosciences Ord (KLDO) | 0.5 | $8.7M | 786k | 11.07 | |
| Dicerna Pharmaceuticals | 0.3 | $6.0M | 332k | 17.99 | |
| Anaptysbio Inc Common (ANAB) | 0.3 | $5.4M | 369k | 14.75 | |
| Athenex | 0.2 | $3.1M | 257k | 12.10 | |
| Zogenix Com New | 0.2 | $2.9M | 164k | 17.93 | |
| Syndax Pharmaceuticals (SNDX) | 0.2 | $2.9M | 198k | 14.76 | |
| Retrophin | 0.2 | $2.9M | 158k | 18.46 | |
| Aprea Therapeutics | 0.2 | $2.9M | 120k | 24.06 | |
| Rigel Pharmaceuticals Com New (RIGL) | 0.2 | $2.8M | 1.2M | 2.40 | |
| Cytokinetics Com New (CYTK) | 0.1 | $2.7M | 124k | 21.65 | |
| Kezar Life Sciences (KZR) | 0.1 | $2.4M | 489k | 4.84 | |
| Magenta Therapeutics | 0.1 | $2.3M | 344k | 6.80 | |
| Tricida | 0.1 | $1.5M | 171k | 9.06 | |
| Evolus (EOLS) | 0.1 | $1.0M | 266k | 3.91 | |
| Alimera Sciences Com New (ALIM) | 0.1 | $976k | 201k | 4.86 | |
| Aldeyra Therapeutics (ALDX) | 0.0 | $874k | 118k | 7.41 | |
| Aimmune Therapeutics | 0.0 | $682k | 20k | 34.44 | |
| Urogen Pharma (URGN) | 0.0 | $473k | 25k | 19.31 | |
| Marinus Pharmaceuticals | 0.0 | $403k | 31k | 12.86 | |
| Idera Pharmaceuticals Com Par | 0.0 | $165k | 77k | 2.14 | |
| Sunesis Pharmaceuticals Inc Ne | 0.0 | $145k | 116k | 1.25 | |
| Minerva Neurosciences | 0.0 | $115k | 36k | 3.17 |
