Palo Alto Investors as of Sept. 30, 2011
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 41 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ViroPharma Incorporated | 10.6 | $82M | 4.5M | 18.07 | |
| Cyberonics | 10.5 | $81M | 2.9M | 28.30 | |
| Medicis Pharmaceutical Corporation | 6.0 | $46M | 1.3M | 36.48 | |
| Questcor Pharmaceuticals | 5.8 | $45M | 1.7M | 27.26 | |
| Onyx Pharmaceuticals | 5.4 | $42M | 1.4M | 30.01 | |
| Auxilium Pharmaceuticals | 5.3 | $41M | 2.7M | 14.99 | |
| BioMarin Pharmaceutical (BMRN) | 5.1 | $40M | 1.2M | 31.87 | |
| Cubist Pharmaceuticals | 4.9 | $38M | 1.1M | 35.32 | |
| Savient Pharmaceuticals | 4.6 | $36M | 8.7M | 4.10 | |
| AMAG Pharmaceuticals | 4.1 | $32M | 2.2M | 14.76 | |
| ArthroCare Corporation | 4.0 | $31M | 1.1M | 28.77 | |
| Momenta Pharmaceuticals | 3.9 | $30M | 2.6M | 11.50 | |
| STAAR Surgical Company (STAA) | 3.5 | $27M | 3.4M | 7.80 | |
| Alimera Sciences | 3.1 | $24M | 3.0M | 8.00 | |
| Amicus Therapeutics (FOLD) | 2.9 | $23M | 5.9M | 3.84 | |
| United Therapeutics Corporation (UTHR) | 2.5 | $19M | 514k | 37.49 | |
| Abiomed | 2.2 | $17M | 1.5M | 11.03 | |
| Northern Oil & Gas | 1.8 | $14M | 710k | 19.39 | |
| Sequenom | 1.6 | $12M | 2.4M | 5.10 | |
| InterMune | 1.4 | $11M | 528k | 20.20 | |
| Qlt | 1.4 | $10M | 1.4M | 7.31 | |
| Medivation | 1.2 | $9.7M | 571k | 16.98 | |
| Contango Oil & Gas Company | 0.9 | $7.4M | 135k | 54.71 | |
| EnerNOC | 0.9 | $7.2M | 795k | 9.00 | |
| Rigel Pharmaceuticals (RIGL) | 0.8 | $6.2M | 845k | 7.36 | |
| Vanda Pharmaceuticals (VNDA) | 0.8 | $6.1M | 1.2M | 4.95 | |
| Energy Recovery (ERII) | 0.7 | $5.5M | 1.8M | 3.00 | |
| Sonde Resources | 0.7 | $5.1M | 2.2M | 2.29 | |
| Savient Pharmaceuticals note | 0.5 | $4.2M | 6.0M | 0.70 | |
| NxStage Medical | 0.5 | $3.8M | 183k | 20.86 | |
| pSivida | 0.5 | $3.5M | 821k | 4.27 | |
| Theratechnologies | 0.4 | $3.2M | 1.1M | 2.97 | |
| NuVasive | 0.4 | $2.8M | 163k | 17.06 | |
| BroadVision | 0.3 | $2.5M | 284k | 8.71 | |
| Aegerion Pharmaceuticals | 0.3 | $2.4M | 192k | 12.67 | |
| Insmed (INSM) | 0.2 | $1.4M | 266k | 5.08 | |
| First Solar (FSLR) | 0.2 | $1.3M | 20k | 63.20 | |
| Cytokinetics | 0.1 | $835k | 714k | 1.17 | |
| Evergreen Solar Inc note 4.000% 7/1 | 0.1 | $646k | 32M | 0.02 | |
| Protalix BioTherapeutics | 0.1 | $655k | 142k | 4.60 | |
| Celgene Corporation | 0.0 | $105k | 1.7k | 62.13 |
