Q4 2024 · 13F-HR
Palo Alto Investors LPholdings as filed
Filed 2025-02-14 · accession 0001306923-25-000010
$645.4M
Reported value
43
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 457669307 | INSM | INSMED INC | $110.7M | 17.2% | 1,603,465 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $72.2M | 11.2% | 7,662,479 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $70.2M | 10.9% | 1,067,266 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $54.9M | 8.51% | 155,714 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMACEUTICALS INC | $50.4M | 7.82% | 2,748,599 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $33.1M | 5.13% | 140,681 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $29.1M | 4.51% | 190,148 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $25.6M | 3.96% | 210,258 | Common | SOLE |
| G6674U108 | NVCR | NOVOCURE LTD | $24.3M | 3.76% | 814,191 | Common | SOLE |
| G72800108 | PRTA | PROTHENA CORP PLC | $24.1M | 3.73% | 1,737,964 | Common | SOLE |
| 462260100 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $22.5M | 3.49% | 3,041,685 | Common | SOLE |
| 28238P109 | EHTH | EHEALTH INC | $17.7M | 2.74% | 1,878,127 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS INC | $17.4M | 2.70% | 386,413 | Common | SOLE |
| 852312305 | STAA | STAAR SURGICAL CO | $12.2M | 1.88% | 500,775 | Common | SOLE |
| 032724106 | ANAB | ANAPTYSBIO INC | $11.2M | 1.73% | 843,971 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $8.3M | 1.29% | 289,308 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $7.9M | 1.22% | 37,772 | Common | SOLE |
| 38341P102 | GOSS | GOSSAMER BIO INC | $5.7M | 0.88% | 6,277,093 | Common | SOLE |
| 00445A100 | — | ACELYRIN INC | $5.6M | 0.87% | 1,792,895 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $5.4M | 0.83% | 405,193 | Common | SOLE |
| 088786108 | BCYC | BICYCLE THERAPEUTICS PLC-ADR | $3.5M | 0.54% | 248,934 | Common | SOLE |
| 48576U106 | KPTIEUR | KARYOPHARM THERAPEUTICS INC | $3.3M | 0.51% | 4,907,001 | Common | SOLE |
| 92539P101 | — | VERVE THERAPEUTICS INC | $3.2M | 0.50% | 575,817 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $2.9M | 0.45% | 39,473 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE-ADR | $2.9M | 0.45% | 25,206 | Common | SOLE |
| 64157F103 | NVROEUR | NEVRO CORP | $2.8M | 0.43% | 750,371 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $2.7M | 0.41% | 64,700 | Common | SOLE |
| 67080N101 | NUVB | NUVATION BIO INC | $2.1M | 0.32% | 772,652 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $1.9M | 0.30% | 110,719 | Common | SOLE |
| 747324101 | PYXS | PYXIS ONCOLOGY INC | $1.6M | 0.25% | 1,037,421 | Common | SOLE |
| 92941V308 | VYNE | VYNE THERAPEUTICS INC PIPE | $1.5M | 0.23% | 445,434 | Common | SOLE |
| 00461U105 | ACRS | ACLARIS THERAPEUTICS INC | $1.4M | 0.22% | 569,832 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $1.4M | 0.22% | 811,268 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $1.4M | 0.22% | 125,861 | Common | SOLE |
| 01438T106 | ALDX | ALDEYRA THERAPEUTICS INC | $1.1M | 0.17% | 225,465 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $1.0M | 0.16% | 3,985 | Common | SOLE |
| 471871202 | JSPR | JASPER THERAPEUTICS INC | $655,318 | 0.10% | 30,651 | Common | SOLE |
| 00289Y206 | ABEO | ABEONA THERAPEUTICS INC | $606,378 | 0.09% | 108,865 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $260,925 | 0.04% | 24,500 | Common | SOLE |
| 75955J402 | RLMD | RELMADA THERAPEUTICS INC | $257,476 | 0.04% | 495,146 | Common | SOLE |
| 45783C200 | TIL | INSTIL BIO INC | $213,140 | 0.03% | 11,165 | Common | SOLE |
| 00972G207 | — | AKARI THERAPEUTICS PLC-ADR | $178,149 | 0.03% | 146,024 | Common | SOLE |
| 37148K100 | GBIOGBX | GENERATION BIO CO | $159,504 | 0.02% | 150,475 | 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.