Filer Name: PALO ALTO INVESTORS LP
CIK: 1306923
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 43
Portfolio Value: $0.65B

Palo Alto Investors Lp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
INSM US INSMED INC 1,603,465 $111M 17.15% -17.4% -
FOLD US AMICUS THERAPEUTICS INC 7,662,479 $72M 11.18% -5.9% -
BMRN US BIOMARIN PHARMACEUTICAL INC 1,067,266 $70M 10.87% -2.1% -
UTHR US UNITED THERAPEUTICS CORP 155,714 $55M 8.51% -15.0% -
ACAD US ACADIA PHARMACEUTICALS INC 2,748,599 $50M 7.82% 8.9% -
ALNY US ALNYLAM PHARMACEUTICALS INC 140,681 $33M 5.13% - -
BIIB US BIOGEN INC 190,148 $29M 4.51% -16.9% -
SRPT US SAREPTA THERAPEUTICS INC 210,258 $26M 3.96% - -
NVCR US NOVOCURE LTD 814,191 $24M 3.76% 37.2% -
PRTA US PROTHENA CORP PLC 1,737,964 $24M 3.73% - -
IOVA US IOVANCE BIOTHERAPEUTICS INC 3,041,685 $23M 3.49% - -
EHTH US EHEALTH INC 1,878,127 $18M 2.74% -20.0% -
PTCT US PTC THERAPEUTICS INC 386,413 $17M 2.70% 46.1% -
STAA US STAAR SURGICAL CO 500,775 $12M 1.88% -54.1% -
ANAB US ANAPTYSBIO INC 843,971 $11M 1.73% - -
ALKS US ALKERMES PLC 289,308 $8M 1.29% -24.8% -
ALGN US ALIGN TECHNOLOGY INC 37,772 $8M 1.22% - -
GOSS US GOSSAMER BIO INC 6,277,093 $6M 0.88% - -
SLRN US ACELYRIN INC 1,792,895 $6M 0.87% - -
SNDX US SYNDAX PHARMACEUTICALS INC 405,193 $5M 0.83% - -
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