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Institutional Investment Manager
Palo Alto Investors LP
Palo Alto Investors LP (CIK: 0001306923) incorporated in California, located at 101 University Ave, Palo Alto, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 42 holdings with a total value of $1,342,913,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BIOSPECIFICS TECHNOLOGIES CO 11,184 302,000 0.02%
2 CYTOKINETICS INC 123,686 591,000 0.04%
3 SOPHIRIS BIO INC 292,900 656,000 0.05%
4 HYPERION THERAPEUTICS INC 62,700 1,636,000 0.12%
5 AVEO PHARMACEUTICALS INC 1,200,800 2,197,000 0.16%
6 XOMA CORP DEL 624,900 2,868,000 0.21%
7 REVANCE THERAPEUTICS INC COM 91,669 3,117,000 0.23%
8 GERON CORP 1,259,500 4,043,000 0.30%
9 Intuitive Surgical Inc 18,400 7,577,000 0.56%
10 MEDIVATION INC 122,900 9,473,000 0.71%
11 ALIGN TECHNOLOGY INC 176,788 9,907,000 0.74%
12 QLT INC 1,887,208 11,663,000 0.87%
13 OREXIGEN THERAPEUTICS INC COM 1,931,324 11,936,000 0.89%
14 PROTHENA CORP PLC 534,018 12,042,000 0.90%
15 Allergan plc 73,900 12,505,000 0.93%
16 GILEAD SCIENCES INC 154,400 12,801,000 0.95%
17 EXACT SCIENCES CORP 777,676 13,244,000 0.99%
18 AMICUS THERAPEUTICS INC COM 3,971,576 13,265,000 0.99%
19 CELGENE CORP 155,180 13,327,000 0.99%
20 ARIAD PHARMACEUTICALS ORD (NMS) 2,275,603 14,496,000 1.08%
21 SHIRE PLC 63,700 15,001,000 1.12%
22 MOMENTA PHARMACEUTICALS INC 1,455,176 17,579,000 1.31%
23 RIGEL PHARMACEUTICAL INC 5,180,101 18,804,000 1.40%
24 INSMED INC 962,101 19,223,000 1.43%
25 NPS Pharmaceuticals, Inc. 609,300 20,137,000 1.50%
26 Questcor 218,995 20,255,000 1.51%
27 ALIMERA SCIENCES INC 3,634,984 21,737,000 1.62%
28 CELLADON CORP 1,468,300 23,522,000 1.75%
29 Anacor Pharmaceuticals Inc 1,661,612 29,460,000 2.19%
30 AMAG PHARMACEUTICALS INC 1,614,536 33,453,000 2.49%
31 KYTHERA BIOPHARMACEUTICALS I 949,959 36,450,000 2.71%
32 CLOVIS ONCOLOGY INC 915,321 37,903,000 2.82%
33 SEQUENOM INC 9,810,442 37,966,000 2.83%
34 STAAR Surgical Co 2,599,553 43,672,000 3.25%
35 VANDA PHARMACEUTICALS INC COM 3,240,424 52,430,000 3.90%
36 ABIOMED INC 2,207,489 55,496,000 4.13%
37 BIOMARIN PHARMACEUTICAL INC 915,587 56,959,000 4.24%
38 AUXILIUM PHARMACEUTICALS INC 4,854,631 97,384,000 7.25%
39 CUBIST PHARMACEUTI 1,526,916 106,609,000 7.94%
40 LIVANOVA PLC 1,715,430 107,146,000 7.98%
41 UNITED THERAPEUTICS CORP DEL 1,213,828 107,412,000 8.00%
42 INTERMUNE INC 5,134,058 226,669,000 16.88%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001306923-14-000006, filed 2014.08.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.