Palo Alto Investors LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PTC THERAPEUTICS INC(PTCT) | 0 | 862,613 | +862,613 | 0 | 52,938,560 | 9.80% | +52,938,560 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 0 | 32,320 | +32,320 | 0 | 14,737,920 | 2.73% | +14,737,920 |
| DYNE THERAPEUTICS INC(DYN) | 264,976 | 1,262,674 | +997,698 | 2,522,572 | 15,972,826 | 2.96% | +13,450,254 |
| IOVANCE BIOTHERAPEUTICS INC(IOVA) | 3,429,329 | 7,618,132 | +4,188,803 | 5,898,446 | 16,531,346 | 3.06% | +10,632,900 |
| AMICUS THERAPEUTICS INC | 5,610,513 | 5,367,798 | -242,715 | 32,148,239 | 42,298,248 | 7.83% | +10,150,009 |
| ULTRAGENYX PHARMACEUTICAL IN(RARE) | 48,750 | 369,531 | +320,781 | 1,772,550 | 11,115,492 | 2.06% | +9,342,942 |
| GOSSAMER BIO INC | 5,739,013 | 5,464,349 | -274,664 | 7,058,986 | 14,371,238 | 2.66% | +7,312,252 |
| DISC MEDICINE INC(IRON) | 145,691 | 224,300 | +78,609 | 7,715,795 | 14,821,744 | 2.74% | +7,105,949 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 444,367 | 654,930 | +210,563 | 4,161,497 | 10,076,098 | 1.86% | +5,914,601 |
| PROTHENA CORP PLC | 1,274,753 | 1,324,028 | +49,275 | 7,737,751 | 12,922,513 | 2.39% | +5,184,762 |
| CAREDX INC(CDNA) | 0 | 316,204 | +316,204 | 0 | 4,597,606 | 0.85% | +4,597,606 |
| NUVATION BIO INC(NUVB) | 0 | 1,020,547 | +1,020,547 | 0 | 3,776,024 | 0.70% | +3,776,024 |
| ANAPTYSBIO INC | 812,821 | 673,520 | -139,301 | 18,044,626 | 20,623,182 | 3.82% | +2,578,556 |
| DENALI THERAPEUTICS INC(DNLI) | 239,809 | 408,006 | +168,197 | 3,354,928 | 5,924,247 | 1.10% | +2,569,319 |
| STOKE THERAPEUTICS INC(STOK) | 0 | 105,427 | +105,427 | 0 | 2,477,535 | 0.46% | +2,477,535 |
| AGIOS PHARMACEUTICALS INC(AGIO) | 268,783 | 265,497 | -3,286 | 8,939,723 | 10,657,050 | 1.97% | +1,717,327 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 64,700 | 64,700 | 0 | 3,292,583 | 4,743,157 | 0.88% | +1,450,574 |
| AVIDITY BIOSCIENCES INC | 118,886 | 109,831 | -9,055 | 3,376,362 | 4,785,337 | 0.89% | +1,408,975 |
| TAYSHA GENE THERAPIES INC(TSHA) | 1,246,033 | 1,246,033 | 0 | 2,878,336 | 4,074,528 | 0.75% | +1,196,192 |
| PYXIS ONCOLOGY INC | 1,037,421 | 1,037,421 | 0 | 1,141,163 | 2,303,075 | 0.43% | +1,161,912 |
| TRAVERE THERAPEUTICS INC(TVTX) | 110,719 | 110,719 | 0 | 1,638,641 | 2,646,184 | 0.49% | +1,007,543 |
| ACLARIS THERAPEUTICS INC | 1,390,028 | 1,566,840 | +176,812 | 1,973,840 | 2,976,996 | 0.55% | +1,003,156 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 13,334 | 18,117 | +4,783 | 1,675,950 | 2,543,264 | 0.47% | +867,314 |
| ORUKA THERAPEUTICS INC(ORKA) | 0 | 59,985 | +59,985 | 0 | 791,310 | 0.15% | +791,310 |
| CRISPR THERAPEUTICS AG(CRSP) | 44,625 | 41,226 | -3,399 | 2,170,560 | 2,671,857 | 0.49% | +501,297 |
| PROQR THERAPEUTICS NV | 0 | 188,807 | +188,807 | 0 | 402,159 | 0.07% | +402,159 |
| ALDEYRA THERAPEUTICS INC | 225,465 | 225,465 | 0 | 863,531 | 1,176,927 | 0.22% | +313,396 |
| BIOGEN INC(BIIB) | 205,759 | 185,661 | -20,098 | 25,841,273 | 26,007,393 | 4.81% | +166,120 |
| UROGEN PHARMA LTD(URGN) | 24,500 | 24,500 | 0 | 335,650 | 488,775 | 0.09% | +153,125 |
| HUMANA INC(HUM) | 3,985 | 3,985 | 0 | 974,253 | 1,036,777 | 0.19% | +62,524 |
| GENERATION BIO CO | 150,475 | 15,047 | -135,428 | 48,167 | 92,088 | 0.02% | +43,921 |
| BICYCLE THERAPEUTICS PLC-ADR | 248,934 | 221,071 | -27,863 | 1,730,091 | 1,711,090 | 0.32% | -19,001 |
| AKARI THERAPEUTICS PLC-ADR | 146,024 | 146,024 | 0 | 170,834 | 147,484 | 0.03% | -23,350 |
| ABEONA THERAPEUTICS INC | 108,865 | 108,865 | 0 | 618,353 | 574,807 | 0.11% | -43,546 |
| EHEALTH INC | 1,577,850 | 1,544,619 | -33,231 | 6,863,648 | 6,657,308 | 1.23% | -206,340 |
| ALUMIS INC | 143,437 | 0 | -143,437 | 430,311 | 0 | — | -430,311 |
| EDWARDS LIFESCIENCES CORP | 39,473 | 33,640 | -5,833 | 3,087,183 | 2,616,183 | 0.48% | -471,000 |
| VYNE THERAPEUTICS INC PIPE | 445,434 | 0 | -445,434 | 734,966 | 0 | — | -734,966 |
| BIONTECH SE-ADR(BNTX) | 25,206 | 19,614 | -5,592 | 2,683,683 | 1,934,333 | 0.36% | -749,350 |
| ALKERMES PLC(ALKS) | 221,021 | 183,938 | -37,083 | 6,323,411 | 5,518,140 | 1.02% | -805,271 |
| KARYOPHARM THERAPEUTICS INC | 187,911 | 0 | -187,911 | 809,896 | 0 | — | -809,896 |
| NOVOCURE LTD(NVCR) | 962,396 | 1,256,159 | +293,763 | 17,130,649 | 16,229,574 | 3.00% | -901,075 |
| ALIGN TECHNOLOGY INC | 37,772 | 45,735 | +7,963 | 7,151,373 | 5,726,937 | 1.06% | -1,424,436 |
| STOKE THERAPEUTICS INC(STOK) | 125,861 | 0 | -125,861 | 1,428,522 | 0 | — | -1,428,522 |
| NUVATION BIO INC(NUVB) | 772,652 | 0 | -772,652 | 1,506,671 | 0 | — | -1,506,671 |
| ACADIA PHARMACEUTICALS INC | 2,563,209 | 2,466,684 | -96,525 | 55,288,418 | 52,639,037 | 9.74% | -2,649,381 |
| UNITED THERAPEUTICS CORP(UTHR) | 95,482 | 58,186 | -37,296 | 27,436,753 | 24,392,153 | 4.51% | -3,044,600 |
| BIOMARIN PHARMACEUTICAL INC(BMRN) | 840,470 | 754,007 | -86,463 | 46,200,636 | 40,837,019 | 7.56% | -5,363,617 |
| STAAR SURGICAL CO(STAA) | 791,879 | 0 | -791,879 | 13,287,730 | 0 | — | -13,287,730 |
| INSMED INC(INSM) | 865,113 | 491,805 | -373,308 | 87,064,972 | 70,824,838 | 13.11% | -16,240,134 |
| PTC THERAPEUTICS INC(PTCT) | 406,469 | 0 | -406,469 | 19,851,946 | 0 | — | -19,851,946 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 75,535 | 0 | -75,535 | 24,631,208 | 0 | — | -24,631,208 |