Palo Alto Investors as of Dec. 31, 2011
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 39 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ViroPharma Incorporated | 12.4 | $110M | 4.0M | 27.39 | |
| Cyberonics | 10.4 | $93M | 2.8M | 33.50 | |
| Auxilium Pharmaceuticals | 6.9 | $62M | 3.1M | 19.93 | |
| Questcor Pharmaceuticals | 6.3 | $56M | 1.3M | 41.58 | |
| Medicis Pharmaceutical Corporation | 5.7 | $51M | 1.5M | 33.25 | |
| United Therapeutics Corporation (UTHR) | 5.4 | $48M | 1.0M | 47.25 | |
| BioMarin Pharmaceutical (BMRN) | 4.9 | $44M | 1.3M | 34.38 | |
| Cubist Pharmaceuticals | 4.9 | $43M | 1.1M | 39.62 | |
| Momenta Pharmaceuticals | 4.7 | $42M | 2.4M | 17.39 | |
| Onyx Pharmaceuticals | 4.3 | $39M | 879k | 43.95 | |
| STAAR Surgical Company (STAA) | 4.1 | $36M | 3.5M | 10.49 | |
| ArthroCare Corporation | 3.9 | $35M | 1.1M | 31.68 | |
| Abiomed | 3.3 | $29M | 1.6M | 18.47 | |
| AMAG Pharmaceuticals | 3.0 | $27M | 1.4M | 18.91 | |
| Savient Pharmaceuticals | 3.0 | $26M | 12M | 2.23 | |
| Sequenom | 2.7 | $24M | 5.4M | 4.45 | |
| Amicus Therapeutics (FOLD) | 2.2 | $20M | 5.8M | 3.44 | |
| Medivation | 1.8 | $16M | 355k | 46.11 | |
| Qlt | 1.2 | $11M | 1.5M | 7.20 | |
| EnerNOC | 1.0 | $9.0M | 826k | 10.87 | |
| Northern Oil & Gas | 0.9 | $8.5M | 355k | 23.98 | |
| Contango Oil & Gas Company | 0.8 | $7.6M | 130k | 58.18 | |
| InterMune | 0.8 | $6.8M | 542k | 12.60 | |
| Rigel Pharmaceuticals | 0.8 | $6.8M | 861k | 7.89 | |
| Vanda Pharmaceuticals (VNDA) | 0.7 | $6.1M | 1.3M | 4.76 | |
| Energy Recovery (ERII) | 0.7 | $5.8M | 2.2M | 2.58 | |
| Sonde Resources | 0.7 | $5.8M | 2.2M | 2.60 | |
| Alimera Sciences | 0.4 | $3.5M | 2.8M | 1.25 | |
| NxStage Medical | 0.4 | $3.3M | 187k | 17.78 | |
| Aegerion Pharmaceuticals | 0.4 | $3.3M | 195k | 16.74 | |
| BroadVision | 0.3 | $3.1M | 284k | 10.94 | |
| Theratechnologies | 0.3 | $2.7M | 992k | 2.73 | |
| Savient Pharmaceuticals note | 0.3 | $2.6M | 6.0M | 0.43 | |
| NuVasive | 0.2 | $2.1M | 166k | 12.59 | |
| pSivida | 0.1 | $916k | 826k | 1.11 | |
| Insmed (INSM) | 0.1 | $812k | 266k | 3.05 | |
| Protalix BioTherapeutics | 0.1 | $702k | 142k | 4.93 | |
| Cytokinetics | 0.1 | $686k | 714k | 0.96 | |
| Orion Energy Systems (OESX) | 0.0 | $344k | 117k | 2.95 |
