Palo Alto Investors

Palo Alto Investors as of Dec. 31, 2012

Portfolio Holdings for Palo Alto Investors

Palo Alto Investors holds 33 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Onyx Pharmaceuticals 17.2 $146M 1.9M 75.53
Cyberonics 12.0 $102M 1.9M 52.53
ViroPharma Incorporated 10.2 $87M 3.8M 22.76
United Therapeutics Corporation (UTHR) 7.6 $65M 1.2M 53.42
Questcor Pharmaceuticals 7.0 $60M 2.2M 26.72
BioMarin Pharmaceutical (BMRN) 5.4 $46M 929k 49.20
Auxilium Pharmaceuticals 5.2 $45M 2.4M 18.54
Cubist Pharmaceuticals 4.1 $35M 833k 42.05
Sequenom 4.1 $35M 7.4M 4.71
ArthroCare Corporation 3.5 $30M 871k 34.59
AMAG Pharmaceuticals 3.1 $27M 1.8M 14.71
Abiomed 2.8 $24M 1.8M 13.44
Momenta Pharmaceuticals 2.6 $22M 1.9M 11.79
STAAR Surgical Company (STAA) 2.5 $22M 3.5M 6.10
InterMune 2.0 $17M 1.8M 9.69
Qlt 1.9 $17M 2.1M 7.86
Amicus Therapeutics (FOLD) 1.5 $13M 4.8M 2.68
Savient Pharmaceuticals 1.4 $12M 11M 1.05
Rigel Pharmaceuticals 1.3 $11M 1.7M 6.50
Conceptus 1.1 $9.4M 449k 21.00
Alimera Sciences 0.7 $5.7M 3.6M 1.57
Aegerion Pharmaceuticals 0.6 $5.3M 210k 25.38
Vanda Pharmaceuticals (VNDA) 0.6 $5.3M 1.4M 3.70
NuVasive 0.3 $2.6M 170k 15.46
Dendreon Corporation 0.3 $2.2M 413k 5.29
Northern Oil & Gas 0.2 $1.9M 112k 16.82
Insmed (INSM) 0.2 $1.8M 266k 6.69
Hyperion Therapeutics 0.2 $1.7M 150k 11.28
Sonde Resources 0.1 $1.1M 678k 1.64
Cytokinetics 0.1 $1.0M 1.6M 0.66
pSivida 0.1 $985k 814k 1.21
NxStage Medical 0.1 $496k 44k 11.24
Theratechnologies 0.0 $112k 351k 0.32