Oracle Investment Management as of Dec. 31, 2010
Portfolio Holdings for Oracle Investment Management
Oracle Investment Management holds 36 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| WebMD Health | 10.1 | $67M | 1.3M | 51.06 | |
| Acorda Therapeutics | 7.2 | $48M | 1.8M | 27.26 | |
| Quidel Corporation | 6.2 | $41M | 2.8M | 14.45 | |
| Elan Corporation | 6.1 | $41M | 7.1M | 5.73 | |
| Alexion Pharmaceuticals | 5.3 | $35M | 432k | 80.55 | |
| Onyx Pharmaceuticals | 5.1 | $34M | 908k | 36.87 | |
| Biogen Idec (BIIB) | 4.7 | $31M | 461k | 67.05 | |
| Thoratec Corporation | 4.5 | $30M | 1.1M | 28.32 | |
| Allergan | 4.2 | $28M | 404k | 68.67 | |
| Medicis Pharmaceutical Corporation | 4.2 | $27M | 1.0M | 26.79 | |
| Cephalon | 4.1 | $27M | 437k | 61.72 | |
| Masimo Corporation (MASI) | 3.7 | $25M | 847k | 29.07 | |
| Inspire Pharmaceuticals | 3.3 | $22M | 2.6M | 8.40 | |
| Opko Health (OPK) | 3.1 | $20M | 5.5M | 3.67 | |
| MAKO Surgical | 3.0 | $20M | 1.3M | 15.22 | |
| Health Management Associates | 2.8 | $19M | 2.0M | 9.54 | |
| MAP Pharmaceuticals | 2.8 | $19M | 1.1M | 16.74 | |
| NxStage Medical | 2.4 | $16M | 645k | 24.88 | |
| LifePoint Hospitals | 2.3 | $15M | 416k | 36.75 | |
| Kindred Healthcare | 2.0 | $13M | 725k | 18.37 | |
| Dex (DXCM) | 1.8 | $12M | 862k | 13.65 | |
| Health Net | 1.6 | $11M | 400k | 27.29 | |
| Skilled Healthcare | 1.6 | $11M | 1.2M | 8.98 | |
| GTx | 1.5 | $9.7M | 3.6M | 2.65 | |
| Pacific Biosciences of California (PACB) | 1.1 | $7.6M | 475k | 15.91 | |
| Boston Scientific Corporation (BSX) | 1.0 | $6.8M | 900k | 7.57 | |
| Gilead Sciences (GILD) | 0.9 | $6.3M | 173k | 36.24 | |
| Intuitive Surgical (ISRG) | 0.8 | $5.6M | 22k | 257.75 | |
| Transition Therapeutics | 0.7 | $4.4M | 2.3M | 1.94 | |
| Antigenics | 0.6 | $3.7M | 3.6M | 1.01 | |
| Emdeon | 0.4 | $2.6M | 191k | 13.54 | |
| MannKind Corporation | 0.4 | $2.4M | 304k | 8.06 | |
| Lexicon Pharmaceuticals | 0.2 | $1.6M | 1.1M | 1.44 | |
| Exelixis (EXEL) | 0.2 | $1.2M | 150k | 8.21 | |
| Progenics Pharmaceuticals | 0.1 | $810k | 148k | 5.46 | |
| Ladenburg Thalmann Financial Services | 0.0 | $234k | 200k | 1.17 |
