13F HOLDINGS REPORT
Palo Alto Investors LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001306923-25-000010
Total Value
$645.4M
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INSMED INC | INSM | 1,603,465 | $110.7M | 17.15% |
| 2 | AMICUS THERAPEUTICS INC | FOLD | 7,662,479 | $72.2M | 11.18% |
| 3 | BIOMARIN PHARMACEUTICAL INC | BMRN | 1,067,266 | $70.2M | 10.87% |
| 4 | UNITED THERAPEUTICS CORP | UTHR | 155,714 | $54.9M | 8.51% |
| 5 | ACADIA PHARMACEUTICALS INC | ACAD | 2,748,599 | $50.4M | 7.82% |
| 6 | ALNYLAM PHARMACEUTICALS INC | ALNY | 140,681 | $33.1M | 5.13% |
| 7 | BIOGEN INC | BIIB | 190,148 | $29.1M | 4.51% |
| 8 | SAREPTA THERAPEUTICS INC | SRPT | 210,258 | $25.6M | 3.96% |
| 9 | NOVOCURE LTD | NVCR | 814,191 | $24.3M | 3.76% |
| 10 | PROTHENA CORP PLC | PRTA | 1,737,964 | $24.1M | 3.73% |
| 11 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 3,041,685 | $22.5M | 3.49% |
| 12 | EHEALTH INC | EHTH | 1,878,127 | $17.7M | 2.74% |
| 13 | PTC THERAPEUTICS INC | PTCT | 386,413 | $17.4M | 2.70% |
| 14 | STAAR SURGICAL CO | STAA | 500,775 | $12.2M | 1.88% |
| 15 | ANAPTYSBIO INC | ANABV | 843,971 | $11.2M | 1.73% |
| 16 | ALKERMES PLC | ALKS | 289,308 | $8.3M | 1.29% |
| 17 | ALIGN TECHNOLOGY INC | ALGN | 37,772 | $7.9M | 1.22% |
| 18 | GOSSAMER BIO INC | GOSS | 6,277,093 | $5.7M | 0.88% |
| 19 | ACELYRIN INC | 00445A100 | 1,792,895 | $5.6M | 0.87% |
| 20 | SYNDAX PHARMACEUTICALS INC | SNDX | 405,193 | $5.4M | 0.83% |
| 21 | BICYCLE THERAPEUTICS PLC-ADR | BCYC | 248,934 | $3.5M | 0.54% |
| 22 | KARYOPHARM THERAPEUTICS INC | KPTI | 4,907,001 | $3.3M | 0.51% |
| 23 | VERVE THERAPEUTICS INC | 92539P101 | 575,817 | $3.2M | 0.50% |
| 24 | EDWARDS LIFESCIENCES CORP | EW | 39,473 | $2.9M | 0.45% |
| 25 | BIONTECH SE-ADR | BNTX | 25,206 | $2.9M | 0.45% |
| 26 | NEVRO CORP | 64157F103 | 750,371 | $2.8M | 0.43% |
| 27 | MIRUM PHARMACEUTICALS INC | MIRM | 64,700 | $2.7M | 0.41% |
| 28 | NUVATION BIO INC | NUVB | 772,652 | $2.1M | 0.32% |
| 29 | TRAVERE THERAPEUTICS INC | TVTX | 110,719 | $1.9M | 0.30% |
| 30 | PYXIS ONCOLOGY INC | PYXS | 1,037,421 | $1.6M | 0.25% |
| 31 | VYNE THERAPEUTICS INC PIPE | VYNE | 445,434 | $1.5M | 0.23% |
| 32 | ACLARIS THERAPEUTICS INC | ACRS | 569,832 | $1.4M | 0.22% |
| 33 | TAYSHA GENE THERAPIES INC | TSHA | 811,268 | $1.4M | 0.22% |
| 34 | STOKE THERAPEUTICS INC | STOK | 125,861 | $1.4M | 0.22% |
| 35 | ALDEYRA THERAPEUTICS INC | ALDX | 225,465 | $1.1M | 0.17% |
| 36 | HUMANA INC | HUM | 3,985 | $1.0M | 0.16% |
| 37 | JASPER THERAPEUTICS INC | JSPRW | 30,651 | $655,318 | 0.10% |
| 38 | ABEONA THERAPEUTICS INC | ABEO | 108,865 | $606,378 | 0.09% |
| 39 | UROGEN PHARMA LTD | URGN | 24,500 | $260,925 | 0.04% |
| 40 | RELMADA THERAPEUTICS INC | RLMD | 495,146 | $257,476 | 0.04% |
| 41 | INSTIL BIO INC | TIL | 11,165 | $213,140 | 0.03% |
| 42 | AKARI THERAPEUTICS PLC-ADR | AKTX | 146,024 | $178,149 | 0.03% |
| 43 | GENERATION BIO CO | 37148K100 | 150,475 | $159,504 | 0.02% |