Q4 2023 · 13F-HR
Palo Alto Investors LPholdings as filed
Filed 2024-02-14 · accession 0001306923-24-000002
$1.11B
Reported value
34
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 457669307 | INSM | INSMED INC | $170.8M | 15.4% | 5,511,721 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $147.2M | 13.3% | 10,373,715 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $144.7M | 13.1% | 1,500,749 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $98.4M | 8.90% | 380,417 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $87.0M | 7.86% | 395,784 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMACEUTICALS INC | $75.4M | 6.82% | 2,409,556 | Common | SOLE |
| G72800108 | PRTA | PROTHENA CORP PLC | $60.3M | 5.45% | 1,660,057 | Common | SOLE |
| 761330109 | RVNCEUR | REVANCE THERAPEUTICS INC | $46.0M | 4.16% | 5,237,284 | Common | SOLE |
| 852312305 | STAA | STAAR SURGICAL CO | $43.0M | 3.88% | 1,376,950 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $29.6M | 2.67% | 154,437 | Common | SOLE |
| 28238P109 | EHTH | EHEALTH INC | $23.9M | 2.16% | 2,739,379 | Common | SOLE |
| 78667J108 | SG7 | SAGE THERAPEUTICS INC | $21.5M | 1.94% | 991,525 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $19.4M | 1.75% | 200,905 | Common | SOLE |
| 462260100 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $17.1M | 1.55% | 2,106,792 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $16.7M | 1.51% | 603,400 | Common | SOLE |
| 64157F103 | NVROEUR | NEVRO CORP | $16.1M | 1.46% | 750,371 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $15.3M | 1.38% | 55,705 | Common | SOLE |
| 032724106 | ANAB | ANAPTYSBIO INC | $14.7M | 1.33% | 686,882 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $10.2M | 0.92% | 472,600 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $9.3M | 0.84% | 111,717 | Common | SOLE |
| G6674U108 | NVCR | NOVOCURE LTD | $8.4M | 0.76% | 561,908 | Common | SOLE |
| 92539P101 | — | VERVE THERAPEUTICS INC | $8.0M | 0.73% | 575,817 | Common | SOLE |
| 09609G100 | — | BLUEBIRD BIO INC | $4.6M | 0.42% | 3,333,333 | Common | SOLE |
| 48576U106 | KPTIEUR | KARYOPHARM THERAPEUTICS INC | $4.4M | 0.40% | 5,102,193 | Common | SOLE |
| 38341P102 | GOSS | GOSSAMER BIO INC | $3.2M | 0.29% | 3,465,152 | Common | SOLE |
| 75955J402 | RLMD | RELMADA THERAPEUTICS INC | $3.0M | 0.27% | 732,400 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $1.9M | 0.17% | 64,700 | Common | SOLE |
| 921659108 | VNDA | VANDA PHARMACEUTICALS INC | $1.2M | 0.11% | 278,985 | Common | SOLE |
| 92941V308 | VYNE | VYNE THERAPEUTICS INC PIPE | $1.0M | 0.09% | 445,434 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $995,364 | 0.09% | 110,719 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $937,854 | 0.08% | 529,861 | Common | SOLE |
| 82657M105 | SGHT | SIGHT SCIENCES INC | $896,756 | 0.08% | 173,790 | Common | SOLE |
| 01438T106 | ALDX | ALDEYRA THERAPEUTICS INC | $791,382 | 0.07% | 225,465 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $367,500 | 0.03% | 24,500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.