Palo Alto Investors as of Dec. 31, 2013
Portfolio Holdings for Palo Alto Investors
Palo Alto Investors holds 34 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cyberonics | 11.9 | $128M | 2.0M | 65.42 | |
| United Therapeutics Corporation (UTHR) | 11.6 | $124M | 1.1M | 113.08 | |
| Auxilium Pharmaceuticals | 9.4 | $101M | 4.9M | 20.73 | |
| Cubist Pharmaceuticals | 8.6 | $92M | 1.3M | 68.87 | |
| Abiomed | 6.7 | $72M | 2.7M | 26.74 | |
| InterMune | 5.2 | $56M | 3.8M | 14.73 | |
| Questcor Pharmaceuticals | 4.9 | $53M | 964k | 54.45 | |
| BioMarin Pharmaceutical (BMRN) | 4.9 | $52M | 741k | 70.35 | |
| STAAR Surgical Company (STAA) | 4.8 | $52M | 3.2M | 16.19 | |
| AMAG Pharmaceuticals | 4.0 | $43M | 1.8M | 24.28 | |
| Vanda Pharmaceuticals (VNDA) | 3.8 | $40M | 3.2M | 12.41 | |
| Kythera Biopharmaceuticals I | 3.1 | $34M | 901k | 37.35 | |
| Anacor Pharmaceuticals In | 2.5 | $27M | 1.6M | 16.78 | |
| Ariad Pharmaceuticals | 2.2 | $24M | 3.4M | 6.82 | |
| Sequenom | 2.0 | $22M | 9.4M | 2.34 | |
| Momenta Pharmaceuticals | 1.9 | $21M | 1.2M | 17.68 | |
| Alimera Sciences | 1.6 | $17M | 3.6M | 4.70 | |
| Rigel Pharmaceuticals (RIGL) | 1.4 | $15M | 5.2M | 2.85 | |
| ViroPharma Incorporated | 1.4 | $15M | 291k | 49.85 | |
| Prothena (PRTA) | 1.3 | $14M | 537k | 26.52 | |
| NPS Pharmaceuticals | 1.2 | $13M | 439k | 30.36 | |
| Qlt | 1.1 | $11M | 2.1M | 5.57 | |
| Clovis Oncology | 1.1 | $11M | 187k | 60.27 | |
| Amicus Therapeutics (FOLD) | 0.9 | $9.4M | 4.0M | 2.35 | |
| EXACT Sciences Corporation (EXAS) | 0.9 | $9.2M | 786k | 11.75 | |
| Insmed (INSM) | 0.5 | $5.0M | 292k | 17.00 | |
| Spectrum Pharmaceuticals | 0.3 | $3.6M | 402k | 8.85 | |
| AVEO Pharmaceuticals | 0.2 | $2.6M | 1.4M | 1.83 | |
| XOMA CORP Common equity shares | 0.2 | $1.7M | 256k | 6.73 | |
| Cytokinetics (CYTK) | 0.1 | $1.5M | 233k | 6.50 | |
| Hyperion Therapeutics | 0.1 | $1.3M | 63k | 20.22 | |
| Sophiris Bio | 0.1 | $1.1M | 293k | 3.70 | |
| Celgene Corporation | 0.0 | $438k | 2.6k | 169.11 | |
| Align Technology | 0.0 | $445k | 7.8k | 57.14 |
