Palo Alto Investors as of March 31, 2012
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 41 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ViroPharma Incorporated | 12.8 | $117M | 3.9M | 30.07 | |
| Cyberonics | 11.6 | $105M | 2.8M | 38.13 | |
| Medicis Pharmaceutical Corporation | 6.4 | $58M | 1.5M | 37.59 | |
| Auxilium Pharmaceuticals | 6.1 | $56M | 3.0M | 18.57 | |
| Questcor Pharmaceuticals | 5.4 | $49M | 1.3M | 37.62 | |
| United Therapeutics Corporation (UTHR) | 5.3 | $48M | 1.0M | 47.13 | |
| Cubist Pharmaceuticals | 5.2 | $48M | 1.1M | 43.25 | |
| BioMarin Pharmaceutical (BMRN) | 4.8 | $44M | 1.3M | 34.25 | |
| Abiomed | 4.7 | $43M | 1.9M | 22.19 | |
| STAAR Surgical Company (STAA) | 4.1 | $37M | 3.4M | 10.83 | |
| Momenta Pharmaceuticals | 3.8 | $35M | 2.3M | 15.32 | |
| Onyx Pharmaceuticals | 3.5 | $32M | 839k | 37.68 | |
| Amicus Therapeutics (FOLD) | 3.3 | $30M | 5.7M | 5.28 | |
| Savient Pharmaceuticals | 2.9 | $27M | 12M | 2.18 | |
| Sequenom | 2.5 | $23M | 5.7M | 4.07 | |
| ArthroCare Corporation | 2.5 | $23M | 863k | 26.85 | |
| AMAG Pharmaceuticals | 2.5 | $22M | 1.4M | 15.93 | |
| InterMune | 1.7 | $16M | 1.1M | 14.67 | |
| Medivation | 1.2 | $11M | 144k | 74.72 | |
| Alimera Sciences | 1.2 | $11M | 3.2M | 3.40 | |
| Qlt | 1.1 | $11M | 1.5M | 7.00 | |
| Northern Oil & Gas | 0.8 | $7.1M | 342k | 20.74 | |
| Rigel Pharmaceuticals | 0.8 | $7.0M | 870k | 8.05 | |
| Contango Oil & Gas Company | 0.7 | $6.7M | 114k | 58.91 | |
| Energy Recovery (ERII) | 0.7 | $6.4M | 2.8M | 2.30 | |
| Vanda Pharmaceuticals (VNDA) | 0.7 | $6.1M | 1.3M | 4.79 | |
| EnerNOC | 0.7 | $6.0M | 830k | 7.20 | |
| Sonde Resources | 0.5 | $4.6M | 1.9M | 2.44 | |
| Dendreon Corporation | 0.5 | $4.3M | 408k | 10.65 | |
| NxStage Medical | 0.4 | $3.6M | 189k | 19.27 | |
| NuVasive | 0.3 | $2.8M | 167k | 16.84 | |
| Aegerion Pharmaceuticals | 0.3 | $2.7M | 198k | 13.83 | |
| Savient Pharmaceuticals note | 0.3 | $2.5M | 6.0M | 0.42 | |
| Orion Energy Systems (OESX) | 0.3 | $2.4M | 1.0M | 2.38 | |
| pSivida | 0.2 | $1.5M | 826k | 1.86 | |
| Theratechnologies | 0.1 | $1.2M | 606k | 2.03 | |
| Insmed (INSM) | 0.1 | $967k | 266k | 3.63 | |
| Protalix BioTherapeutics | 0.1 | $907k | 142k | 6.37 | |
| Cytokinetics | 0.1 | $821k | 714k | 1.15 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $139k | 3.4k | 40.88 | |
| Align Technology | 0.0 | $115k | 4.2k | 27.46 |
