Palo Alto Investors

Palo Alto Investors as of Sept. 30, 2012

Portfolio Holdings for Palo Alto Investors

Palo Alto Investors holds 35 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Onyx Pharmaceuticals 17.0 $172M 2.0M 84.50
ViroPharma Incorporated 11.4 $116M 3.8M 30.19
Cyberonics 11.1 $113M 2.1M 52.42
Medicis Pharmaceutical Corporation 6.2 $63M 1.5M 43.27
United Therapeutics Corporation (UTHR) 6.2 $63M 1.1M 55.88
Auxilium Pharmaceuticals 5.8 $59M 2.4M 24.46
Cubist Pharmaceuticals 4.0 $40M 840k 47.69
Abiomed 3.7 $37M 1.8M 20.99
BioMarin Pharmaceutical (BMRN) 3.6 $37M 914k 40.26
AMAG Pharmaceuticals 3.2 $32M 1.8M 17.74
Questcor Pharmaceuticals 3.1 $32M 1.7M 18.47
Savient Pharmaceuticals 2.9 $30M 12M 2.50
ArthroCare Corporation 2.8 $29M 880k 32.40
Amicus Therapeutics (FOLD) 2.8 $28M 5.4M 5.20
Momenta Pharmaceuticals 2.7 $28M 1.9M 14.57
STAAR Surgical Company (STAA) 2.6 $26M 3.5M 7.56
Sequenom 2.6 $26M 7.4M 3.53
Qlt 1.6 $17M 2.1M 7.79
InterMune 1.5 $16M 1.7M 8.96
Alimera Sciences 0.9 $9.4M 3.6M 2.58
Conceptus 0.9 $9.1M 446k 20.31
Rigel Pharmaceuticals (RIGL) 0.9 $9.0M 883k 10.24
NuVasive 0.4 $3.9M 170k 22.91
Vanda Pharmaceuticals (VNDA) 0.3 $3.4M 845k 4.03
Savient Pharmaceticals, Inc. 3% note 0.3 $3.1M 7.7M 0.40
Aegerion Pharmaceuticals 0.3 $2.9M 198k 14.82
Dendreon Corporation 0.2 $2.0M 413k 4.81
Northern Oil & Gas 0.2 $1.9M 112k 16.99
Hyperion Therapeutics 0.2 $1.6M 150k 10.63
Cytokinetics 0.1 $1.3M 1.6M 0.83
pSivida 0.1 $1.3M 814k 1.63
Insmed (INSM) 0.1 $1.2M 266k 4.55
NxStage Medical 0.1 $583k 44k 13.21
Sonde Resources 0.1 $515k 678k 0.76
Theratechnologies 0.0 $179k 351k 0.51