Palo Alto Investors as of June 30, 2012
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 37 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Onyx Pharmaceuticals | 16.9 | $156M | 2.3M | 66.45 | |
| Cyberonics | 11.5 | $106M | 2.3M | 44.94 | |
| ViroPharma Incorporated | 9.2 | $85M | 3.6M | 23.70 | |
| Auxilium Pharmaceuticals | 7.2 | $67M | 2.5M | 26.89 | |
| Medicis Pharmaceutical Corporation | 5.7 | $53M | 1.5M | 34.15 | |
| United Therapeutics Corporation (UTHR) | 5.5 | $51M | 1.0M | 49.38 | |
| Abiomed | 4.3 | $40M | 1.7M | 22.82 | |
| Questcor Pharmaceuticals | 4.3 | $40M | 744k | 53.24 | |
| BioMarin Pharmaceutical (BMRN) | 3.8 | $35M | 886k | 39.58 | |
| Cubist Pharmaceuticals | 3.8 | $35M | 917k | 37.91 | |
| Amicus Therapeutics (FOLD) | 3.4 | $31M | 5.6M | 5.50 | |
| Sequenom | 3.0 | $27M | 6.7M | 4.06 | |
| AMAG Pharmaceuticals | 2.9 | $27M | 1.7M | 15.40 | |
| STAAR Surgical Company (STAA) | 2.9 | $27M | 3.4M | 7.77 | |
| ArthroCare Corporation | 2.7 | $25M | 863k | 29.28 | |
| Momenta Pharmaceuticals | 2.7 | $25M | 1.9M | 13.47 | |
| InterMune | 2.3 | $21M | 1.8M | 11.95 | |
| Qlt | 1.2 | $11M | 1.5M | 7.62 | |
| Alimera Sciences | 1.2 | $11M | 3.6M | 2.99 | |
| Rigel Pharmaceuticals | 0.9 | $8.1M | 870k | 9.30 | |
| Savient Pharmaceuticals | 0.7 | $6.3M | 12M | 0.54 | |
| Vanda Pharmaceuticals (VNDA) | 0.6 | $5.6M | 1.3M | 4.40 | |
| Energy Recovery (ERII) | 0.5 | $4.2M | 1.8M | 2.40 | |
| NuVasive | 0.5 | $4.2M | 167k | 25.36 | |
| Conceptus | 0.4 | $3.9M | 197k | 19.82 | |
| Savient Pharmaceticals, Inc. 3% note | 0.4 | $3.9M | 7.7M | 0.50 | |
| Dendreon Corporation | 0.3 | $3.0M | 408k | 7.40 | |
| Aegerion Pharmaceuticals | 0.3 | $2.9M | 198k | 14.84 | |
| pSivida | 0.2 | $1.9M | 814k | 2.31 | |
| Northern Oil & Gas | 0.2 | $1.8M | 112k | 15.94 | |
| Sonde Resources | 0.1 | $1.2M | 678k | 1.76 | |
| Cytokinetics | 0.1 | $1.0M | 1.6M | 0.64 | |
| Insmed (INSM) | 0.1 | $868k | 266k | 3.26 | |
| NxStage Medical | 0.1 | $740k | 44k | 16.77 | |
| Theratechnologies | 0.0 | $281k | 351k | 0.80 | |
| Align Technology | 0.0 | $140k | 4.2k | 33.43 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $39k | 700.00 | 55.71 |
