Palo Alto Investors LP Long-Term Concentrated

Location: Palo Alto, CA

CIK: 0001306923 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 14, 2013

Total Value: $847M (100.0% shares, 0.0% debt)

Holdings (32)

— Onyx Pharmaceuticals, Inc. 13.6%

Value $115M Shares 1,325,115 Share Price $86.82 Est. Cost/Share $86.82 Unrealized @ Report Date —

— ViroPharma Incorporated 13.4%

Value $114M Shares 3,968,818 Share Price $28.65 Est. Cost/Share $28.65 Unrealized @ Report Date —

— Cyberonics, Inc. 11.4%

Value $96.81M Shares 1,863,118 Share Price $51.96 Est. Cost/Share $51.96 Unrealized @ Report Date —

UTHR United Therapeutics Corp 7.0%

Value $59.29M Shares 900,778 Share Price $65.82 * Est. Cost/Share $64.42 Unrealized @ Report Date 0.0%

— Abiomed Inc. 5.9%

Value $50.01M Shares 2,319,398 Share Price $21.56 Est. Cost/Share $21.56 Unrealized @ Report Date —

— Auxilium Pharmaceuticals, Inc. 5.6%

Value $47.36M Shares 2,847,842 Share Price $16.63 Est. Cost/Share $16.63 Unrealized @ Report Date —

BMRN Biomarin Pharmaceuticals, Inc 5.2%

Value $43.87M Shares 787,119 Share Price $55.74 * Est. Cost/Share $62.32 Unrealized @ Report Date 0.0%

— AMAG Pharmaceuticals, Inc. 4.4%

Value $37.4M Shares 1,680,871 Share Price $22.25 Est. Cost/Share $22.25 Unrealized @ Report Date —

— Cubist Pharmaceuticals, Inc. 4.3%

Value $36.55M Shares 756,821 Share Price $48.29 Est. Cost/Share $48.29 Unrealized @ Report Date —

— Sequenom Inc. 4.1%

Value $34.53M Shares 8,202,692 Share Price $4.21 Est. Cost/Share $4.21 Unrealized @ Report Date —

STAA STAAR Surgical Company 3.8%

Value $32.59M Shares 3,211,318 Share Price $10.15 * Est. Cost/Share $8.10 Unrealized @ Report Date 0.0%

— Questcor Pharmaceuticals, Inc. 3.7%

Value $31.64M Shares 696,297 Share Price $45.44 Est. Cost/Share $45.44 Unrealized @ Report Date —

VNDA Vanda Pharmaceutical Inc. 2.3%

Value $19.25M Shares 2,381,876 Share Price $8.08 * Est. Cost/Share $6.73 Unrealized @ Report Date 0.0%

— Alimera Sciences, Inc. 2.1%

Value $17.74M Shares 3,634,984 Share Price $4.88 Est. Cost/Share $4.88 Unrealized @ Report Date —

— Momenta Pharmaceuticals, Inc. 2.1%

Value $17.7M Shares 1,175,076 Share Price $15.06 Est. Cost/Share $15.06 Unrealized @ Report Date —

— Intermune Inc. 2.0%

Value $17.08M Shares 1,775,485 Share Price $9.62 Est. Cost/Share $9.62 Unrealized @ Report Date —

— Rigel Pharmaceuticals Inc. 1.6%

Value $13.14M Shares 3,935,576 Share Price $3.34 Est. Cost/Share $3.34 Unrealized @ Report Date —

FOLD Amicus Therapeutics, Inc. 1.3%

Value $10.77M Shares 4,622,230 Share Price $2.33 * Est. Cost/Share $3.07 Unrealized @ Report Date 0.0%

— Anacor Pharmaceuticals, Inc. 1.1%

Value $9.043M Shares 1,617,651 Share Price $5.59 Est. Cost/Share $5.59 Unrealized @ Report Date —

— AVEO Pharmaceuticals, Inc. 1.0%

Value $8.773M Shares 3,509,205 Share Price $2.50 Est. Cost/Share $2.50 Unrealized @ Report Date —

— QLT Inc. 1.0%

Value $8.563M Shares 1,950,636 Share Price $4.39 Est. Cost/Share $4.39 Unrealized @ Report Date —

— Savient Pharmaceuticals, Inc. 0.6%

Value $5.457M Shares 9,744,833 Share Price $0.56 Est. Cost/Share $0.56 Unrealized @ Report Date —

INSM Insmed, Inc. 0.4%

Value $3.185M Shares 266,299 Share Price $11.96 * Est. Cost/Share $10.22 Unrealized @ Report Date 0.0%

— Aegerion Pharmaceuticals Inc. 0.4%

Value $3.106M Shares 49,040 Share Price $63.34 Est. Cost/Share $63.34 Unrealized @ Report Date —

— Cytokinetics Inc. 0.4%

Value $3.026M Shares 261,544 Share Price $11.57 Est. Cost/Share $11.57 Unrealized @ Report Date —

— Spectrum Pharmaceuticals Inc. 0.3%

Value $2.954M Shares 395,985 Share Price $7.46 Est. Cost/Share $7.46 Unrealized @ Report Date —

— Kythera BioPharm CMN 0.3%

Value $2.332M Shares 86,201 Share Price $27.05 Est. Cost/Share $27.05 Unrealized @ Report Date —

— Xoma Ltd. 0.2%

Value $1.897M Shares 522,683 Share Price $3.63 Est. Cost/Share $3.63 Unrealized @ Report Date —

— Hyperion Therapeutics 0.2%

Value $1.839M Shares 83,600 Share Price $22.00 Est. Cost/Share $22.00 Unrealized @ Report Date —

PRTA Prothena Corp PLC 0.1%

Value $1.143M Shares 88,500 Share Price $12.92 * Est. Cost/Share $9.30 Unrealized @ Report Date 0.0%

— Dendreon Corp 0.1%

Value $856K Shares 207,800 Share Price $4.12 Est. Cost/Share $4.12 Unrealized @ Report Date —

— NxStage Medical, Inc. 0.1%

Value $630K Shares 44,129 Share Price $14.28 Est. Cost/Share $14.28 Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
—	Onyx Pharmaceuticals, Inc.	1,325,115	$115M	13.6%	$86.82	$86.82	—	COM	683399109
—	ViroPharma Incorporated	3,968,818	$114M	13.4%	$28.65	$28.65	—	COM	928241108
—	Cyberonics, Inc.	1,863,118	$96.81M	11.4%	$51.96	$51.96	—	COM	23251P102
UTHR	United Therapeutics Corp	900,778	$59.29M	7.0%	$65.82 *	$64.42	0.0%	COM	91307C102
—	Abiomed Inc.	2,319,398	$50.01M	5.9%	$21.56	$21.56	—	COM	003654100
—	Auxilium Pharmaceuticals, Inc.	2,847,842	$47.36M	5.6%	$16.63	$16.63	—	COM	05334D107
BMRN	Biomarin Pharmaceuticals, Inc	787,119	$43.87M	5.2%	$55.74 *	$62.32	0.0%	COM	09061G101
—	AMAG Pharmaceuticals, Inc.	1,680,871	$37.4M	4.4%	$22.25	$22.25	—	COM	00163U106
—	Cubist Pharmaceuticals, Inc.	756,821	$36.55M	4.3%	$48.29	$48.29	—	COM	229678107
—	Sequenom Inc.	8,202,692	$34.53M	4.1%	$4.21	$4.21	—	COM	817337405
STAA	STAAR Surgical Company	3,211,318	$32.59M	3.8%	$10.15 *	$8.10	0.0%	COM	852312305
—	Questcor Pharmaceuticals, Inc.	696,297	$31.64M	3.7%	$45.44	$45.44	—	COM	74835Y101
VNDA	Vanda Pharmaceutical Inc.	2,381,876	$19.25M	2.3%	$8.08 *	$6.73	0.0%	COM	921659108
—	Alimera Sciences, Inc.	3,634,984	$17.74M	2.1%	$4.88	$4.88	—	COM	016259103
—	Momenta Pharmaceuticals, Inc.	1,175,076	$17.7M	2.1%	$15.06	$15.06	—	COM	60877T100
—	Intermune Inc.	1,775,485	$17.08M	2.0%	$9.62	$9.62	—	COM	45884X103
—	Rigel Pharmaceuticals Inc.	3,935,576	$13.14M	1.6%	$3.34	$3.34	—	COM	766559603
FOLD	Amicus Therapeutics, Inc.	4,622,230	$10.77M	1.3%	$2.33 *	$3.07	0.0%	COM	03152W109
—	Anacor Pharmaceuticals, Inc.	1,617,651	$9.043M	1.1%	$5.59	$5.59	—	COM	032420101
—	AVEO Pharmaceuticals, Inc.	3,509,205	$8.773M	1.0%	$2.50	$2.50	—	COM	053588109
—	QLT Inc.	1,950,636	$8.563M	1.0%	$4.39	$4.39	—	COM	746927102
—	Savient Pharmaceuticals, Inc.	9,744,833	$5.457M	0.6%	$0.56	$0.56	—	COM	80517Q100
INSM	Insmed, Inc.	266,299	$3.185M	0.4%	$11.96 *	$10.22	0.0%	COM	457669307
—	Aegerion Pharmaceuticals Inc.	49,040	$3.106M	0.4%	$63.34	$63.34	—	COM	00767E102
—	Cytokinetics Inc.	261,544	$3.026M	0.4%	$11.57	$11.57	—	COM	23282W100
—	Spectrum Pharmaceuticals Inc.	395,985	$2.954M	0.3%	$7.46	$7.46	—	COM	84763A108
—	Kythera BioPharm CMN	86,201	$2.332M	0.3%	$27.05	$27.05	—	COM	501570105
—	Xoma Ltd.	522,683	$1.897M	0.2%	$3.63	$3.63	—	COM	98419J107
—	Hyperion Therapeutics	83,600	$1.839M	0.2%	$22.00	$22.00	—	COM	44915N101
PRTA	Prothena Corp PLC	88,500	$1.143M	0.1%	$12.92 *	$9.30	0.0%	COM	G72800108
—	Dendreon Corp	207,800	$856K	0.1%	$4.12	$4.12	—	COM	24823Q107
—	NxStage Medical, Inc.	44,129	$630K	0.1%	$14.28	$14.28	—	COM	67072V103