Palo Alto Investors LP Long-Term Concentrated

Location: Palo Alto, CA

CIK: 0001306923 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 14, 2014

Total Value: $1.343B (100.0% shares, 0.0% debt)

Holdings (42)

— INTERMUNE INC 16.9%
Value $227M Shares 5,134,058 Share Price $44.15 Est. Cost/Share $19.48 Unrealized @ Report Date —
UTHR UNITED THERAPEUTICS CORP DEL 8.0%
Value $107M Shares 1,213,828 Share Price $88.49 * Est. Cost/Share $69.22 Unrealized @ Report Date +38.9%
— CYBERONICS INC 8.0%
Value $107M Shares 1,715,430 Share Price $62.46 Est. Cost/Share $52.15 Unrealized @ Report Date —
— CUBIST PHARMACEUTICALS INC 7.9%
Value $107M Shares 1,526,916 Share Price $69.82 Est. Cost/Share $57.96 Unrealized @ Report Date —
— AUXILIUM PHARMACEUTICALS INC 7.3%
Value $97.38M Shares 4,854,631 Share Price $20.06 Est. Cost/Share $17.45 Unrealized @ Report Date —
BMRN BIOMARIN PHARMACEUTICAL INC 4.2%
Value $56.96M Shares 915,587 Share Price $62.21 * Est. Cost/Share $63.05 Unrealized @ Report Date -4.2%
— ABIOMED INC 4.1%
Value $55.5M Shares 2,207,489 Share Price $25.14 Est. Cost/Share $21.31 Unrealized @ Report Date —
VNDA VANDA PHARMACEUTICALS INC 3.9%
Value $52.43M Shares 3,240,424 Share Price $16.18 * Est. Cost/Share $7.72 Unrealized @ Report Date +72.6%
STAA STAAR SURGICAL CO 3.3%
Value $43.67M Shares 2,599,553 Share Price $16.80 * Est. Cost/Share $8.10 Unrealized @ Report Date +103.2%
— SEQUENOM INC 2.8%
Value $37.97M Shares 9,810,442 Share Price $3.87 Est. Cost/Share $3.91 Unrealized @ Report Date —
— CLOVIS ONCOLOGY INC 2.8%
Value $37.9M Shares 915,321 Share Price $41.41 Est. Cost/Share $45.26 Unrealized @ Report Date —
— KYTHERA BIOPHARMACEUTICALS I 2.7%
Value $36.45M Shares 949,959 Share Price $38.37 Est. Cost/Share $38.49 Unrealized @ Report Date —
— AMAG PHARMACEUTICALS INC 2.5%
Value $33.45M Shares 1,614,536 Share Price $20.72 Est. Cost/Share $22.29 Unrealized @ Report Date —
— ANACOR PHARMACEUTICALS INC 2.2%
Value $29.46M Shares 1,661,612 Share Price $17.73 Est. Cost/Share $6.24 Unrealized @ Report Date —
— CELLADON CORP 1.8%
Value $23.52M Shares 1,468,300 Share Price $16.02 Est. Cost/Share $11.92 Unrealized @ Report Date —
— ALIMERA SCIENCES INC 1.6%
Value $21.74M Shares 3,634,984 Share Price $5.98 Est. Cost/Share $4.88 Unrealized @ Report Date —
— QUESTCOR PHARMACEUTICALS INC 1.5%
Value $20.25M Shares 218,995 Share Price $92.49 Est. Cost/Share $48.32 Unrealized @ Report Date —
— NPS PHARMACEUTICALS INC 1.5%
Value $20.14M Shares 609,300 Share Price $33.05 Est. Cost/Share $31.13 Unrealized @ Report Date —
INSM INSMED INC 1.4%
Value $19.22M Shares 962,101 Share Price $19.98 * Est. Cost/Share $13.66 Unrealized @ Report Date +8.4%
— RIGEL PHARMACEUTICALS INC 1.4%
Value $18.8M Shares 5,180,101 Share Price $3.63 Est. Cost/Share $3.43 Unrealized @ Report Date —
— MOMENTA PHARMACEUTICALS INC 1.3%
Value $17.58M Shares 1,455,176 Share Price $12.08 Est. Cost/Share $14.44 Unrealized @ Report Date —
— SHIRE PLC 1.1%
Value $15M Shares 63,700 Share Price $235.49 Est. Cost/Share $233.03 Unrealized @ Report Date —
— ARIAD PHARMACEUTICALS INC 1.1%
Value $14.5M Shares 2,275,603 Share Price $6.37 Est. Cost/Share $6.82 Unrealized @ Report Date —
— CELGENE CORP 1.0%
Value $13.33M Shares 155,180 Share Price $85.88 Est. Cost/Share $87.10 Unrealized @ Report Date —
FOLD AMICUS THERAPEUTICS INC 1.0%
Value $13.27M Shares 3,971,576 Share Price $3.34 * Est. Cost/Share $3.07 Unrealized @ Report Date -23.6%
EXAS EXACT SCIENCES CORP 1.0%
Value $13.24M Shares 777,676 Share Price $17.03 * Est. Cost/Share $12.83 Unrealized @ Report Date +7.3%
GILD GILEAD SCIENCES INC 1.0%
Value $12.8M Shares 154,400 Share Price $82.91 * Est. Cost/Share $54.09 Unrealized @ Report Date -0.0%
— ALLERGAN INC 0.9%
Value $12.51M Shares 73,900 Share Price $169.22 Est. Cost/Share $169.22 Unrealized @ Report Date —
PRTA PROTHENA CORP PLC 0.9%
Value $12.04M Shares 534,018 Share Price $22.55 * Est. Cost/Share $22.48 Unrealized @ Report Date +11.2%
— OREXIGEN THERAPEUTICS INC 0.9%
Value $11.94M Shares 1,931,324 Share Price $6.18 Est. Cost/Share $6.46 Unrealized @ Report Date —
— QLT INC 0.9%
Value $11.66M Shares 1,887,208 Share Price $6.18 Est. Cost/Share $4.40 Unrealized @ Report Date —
ALGN ALIGN TECHNOLOGY INC 0.7%
Value $9.907M Shares 176,788 Share Price $56.04 * Est. Cost/Share $52.19 Unrealized @ Report Date -0.3%
— MEDIVATION INC 0.7%
Value $9.473M Shares 122,900 Share Price $77.08 Est. Cost/Share $77.08 Unrealized @ Report Date —
— INTUITIVE SURGICAL INC 0.6%
Value $7.577M Shares 18,400 Share Price $411.79 Est. Cost/Share $411.79 Unrealized @ Report Date —
GERN GERON CORP 0.3%
Value $4.043M Shares 1,259,500 Share Price $3.21 * Est. Cost/Share $2.85 Unrealized @ Report Date -26.8%
— REVANCE THERAPEUTICS INC 0.2%
Value $3.117M Shares 91,669 Share Price $34.00 Est. Cost/Share $31.50 Unrealized @ Report Date —
— XOMA CORP DEL 0.2%
Value $2.868M Shares 624,900 Share Price $4.59 Est. Cost/Share $4.20 Unrealized @ Report Date —
— AVEO PHARMACEUTICALS INC 0.2%
Value $2.197M Shares 1,200,800 Share Price $1.83 Est. Cost/Share $2.50 Unrealized @ Report Date —
— HYPERION THERAPEUTICS INC 0.1%
Value $1.636M Shares 62,700 Share Price $26.09 Est. Cost/Share $22.00 Unrealized @ Report Date —
— SOPHIRIS BIO INC 0.0%
Value $656K Shares 292,900 Share Price $2.24 Est. Cost/Share $3.88 Unrealized @ Report Date —
CYTK CYTOKINETICS INC 0.0%
Value $591K Shares 123,686 Share Price $4.78 * Est. Cost/Share $6.71 Unrealized @ Report Date -9.1%
— BIOSPECIFICS TECHNOLOGIES CO 0.0%
Value $302K Shares 11,184 Share Price $27.00 Est. Cost/Share $27.00 Unrealized @ Report Date —