Palo Alto Investors

Palo Alto Investors as of March 31, 2013

Portfolio Holdings for Palo Alto Investors

Palo Alto Investors holds 33 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Onyx Pharmaceuticals 15.5 $131M 1.5M 88.86
ViroPharma Incorporated 11.8 $99M 4.0M 25.16
Cyberonics 10.7 $90M 1.9M 46.80
United Therapeutics Corporation (UTHR) 6.5 $55M 897k 60.87
BioMarin Pharmaceutical (BMRN) 5.8 $49M 785k 62.26
Abiomed 5.2 $44M 2.4M 18.67
Auxilium Pharmaceuticals 4.9 $42M 2.4M 17.29
AMAG Pharmaceuticals 4.8 $40M 1.7M 23.85
Questcor Pharmaceuticals 4.8 $40M 1.2M 32.54
Cubist Pharmaceuticals 4.6 $39M 834k 46.82
Sequenom 4.2 $36M 8.6M 4.15
Rigel Pharmaceuticals 2.3 $20M 2.9M 6.80
STAAR Surgical Company (STAA) 2.3 $19M 3.4M 5.63
Qlt 2.1 $18M 2.0M 8.84
Momenta Pharmaceuticals 1.9 $16M 1.2M 13.34
InterMune 1.9 $16M 1.8M 9.05
Amicus Therapeutics (FOLD) 1.8 $15M 4.8M 3.17
Alimera Sciences 1.3 $11M 3.6M 3.07
Conceptus 1.3 $11M 449k 24.15
ArthroCare Corporation 1.1 $9.6M 275k 34.76
Savient Pharmaceuticals 1.1 $9.0M 11M 0.80
Vanda Pharmaceuticals (VNDA) 0.8 $6.9M 1.7M 3.92
AVEO Pharmaceuticals 0.8 $6.4M 877k 7.35
Aegerion Pharmaceuticals 0.5 $4.2M 105k 40.34
Anacor Pharmaceuticals In 0.4 $3.7M 568k 6.46
Spectrum Pharmaceuticals 0.3 $3.0M 396k 7.46
Hyperion Therapeutics 0.3 $2.2M 84k 25.83
Insmed (INSM) 0.2 $2.0M 266k 7.49
Dendreon Corporation 0.2 $2.0M 413k 4.73
Cytokinetics 0.2 $1.8M 1.6M 1.14
pSivida 0.2 $1.7M 730k 2.29
XOMA CORP Common equity shares 0.1 $629k 180k 3.49
NxStage Medical 0.1 $498k 44k 11.29