Palo Alto Investors as of Sept. 30, 2013
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 34 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ViroPharma Incorporated | 12.7 | $121M | 3.1M | 39.26 | |
| Cyberonics | 10.2 | $97M | 1.9M | 50.74 | |
| United Therapeutics Corporation (UTHR) | 8.8 | $84M | 1.1M | 78.85 | |
| Auxilium Pharmaceuticals | 8.7 | $83M | 4.6M | 18.20 | |
| Cubist Pharmaceuticals | 6.8 | $65M | 1.0M | 63.55 | |
| InterMune | 5.8 | $55M | 3.6M | 15.38 | |
| Abiomed | 5.3 | $51M | 2.7M | 19.06 | |
| STAAR Surgical Company (STAA) | 4.6 | $44M | 3.2M | 13.54 | |
| Onyx Pharmaceuticals | 4.5 | $43M | 344k | 124.70 | |
| BioMarin Pharmaceutical (BMRN) | 4.3 | $41M | 564k | 72.17 | |
| Questcor Pharmaceuticals | 4.0 | $38M | 656k | 58.00 | |
| AMAG Pharmaceuticals | 3.9 | $37M | 1.7M | 21.47 | |
| Vanda Pharmaceuticals (VNDA) | 3.3 | $32M | 2.9M | 10.95 | |
| Rigel Pharmaceuticals | 2.4 | $23M | 6.3M | 3.58 | |
| Sequenom | 2.3 | $22M | 8.2M | 2.67 | |
| Anacor Pharmaceuticals In | 1.8 | $17M | 1.6M | 10.62 | |
| Momenta Pharmaceuticals | 1.7 | $16M | 1.1M | 14.39 | |
| Kythera Biopharmaceuticals I | 1.5 | $15M | 319k | 45.59 | |
| Alimera Sciences | 1.4 | $14M | 3.6M | 3.76 | |
| Amicus Therapeutics (FOLD) | 1.1 | $11M | 4.6M | 2.32 | |
| Qlt | 1.0 | $9.5M | 2.1M | 4.63 | |
| EXACT Sciences Corporation (EXAS) | 1.0 | $9.2M | 780k | 11.80 | |
| AVEO Pharmaceuticals | 0.8 | $7.2M | 3.5M | 2.06 | |
| Savient Pharmaceuticals | 0.6 | $5.4M | 8.8M | 0.62 | |
| Insmed (INSM) | 0.4 | $4.2M | 266k | 15.61 | |
| Spectrum Pharmaceuticals | 0.3 | $3.3M | 396k | 8.38 | |
| Cytokinetics | 0.2 | $2.0M | 262k | 7.57 | |
| XOMA CORP Common equity shares | 0.2 | $1.9M | 418k | 4.49 | |
| Prothena (PRTA) | 0.2 | $1.8M | 89k | 20.23 | |
| Hyperion Therapeutics | 0.2 | $1.6M | 63k | 26.12 | |
| NxStage Medical | 0.1 | $581k | 44k | 13.17 | |
| Celgene Corporation | 0.0 | $260k | 1.7k | 153.85 | |
| Align Technology | 0.0 | $245k | 5.1k | 48.15 | |
| Sophiris Bio | 0.0 | $257k | 55k | 4.67 |
