Sectoral Asset Management as of Sept. 30, 2011
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 64 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Biogen Idec (BIIB) | 5.8 | $131M | 1.4M | 93.15 | |
| Amgen | 5.5 | $125M | 2.3M | 54.96 | |
| BioMarin Pharmaceutical (BMRN) | 5.0 | $113M | 3.5M | 31.87 | |
| Onyx Pharmaceuticals | 4.6 | $104M | 3.5M | 30.01 | |
| InterMune | 4.6 | $104M | 5.1M | 20.20 | |
| Mylan | 4.1 | $93M | 5.5M | 16.99 | |
| Ariad Pharmaceuticals | 4.0 | $91M | 10M | 8.79 | |
| United Therapeutics Corporation (UTHR) | 3.9 | $87M | 2.3M | 37.49 | |
| Perrigo Company | 3.8 | $85M | 873k | 97.11 | |
| Merck & Co (MRK) | 3.5 | $79M | 2.4M | 32.71 | |
| Pharmasset | 3.0 | $69M | 837k | 82.37 | |
| Covidien | 2.7 | $60M | 1.4M | 44.10 | |
| Incyte Corporation (INCY) | 2.6 | $58M | 4.1M | 13.97 | |
| Varian Medical Systems | 2.5 | $57M | 1.1M | 52.16 | |
| Celgene Corporation | 2.4 | $54M | 874k | 61.91 | |
| Eli Lilly & Co. (LLY) | 2.3 | $52M | 1.4M | 36.97 | |
| St. Jude Medical | 2.2 | $49M | 1.3M | 36.19 | |
| Stryker Corporation (SYK) | 2.1 | $47M | 1.0M | 47.13 | |
| Gilead Sciences (GILD) | 2.0 | $45M | 1.2M | 38.80 | |
| D Alexion Pharmaceutic Als Inc C Common Stock 0 | 2.0 | $44M | 691k | 64.06 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.8 | $40M | 891k | 44.46 | |
| Optimer Pharmaceuticals | 1.7 | $39M | 2.8M | 13.84 | |
| Align Tech | 1.7 | $39M | 2.6M | 15.17 | |
| Luminex Corporation | 1.6 | $36M | 1.6M | 22.17 | |
| Edwards Lifesciences (EW) | 1.5 | $34M | 474k | 71.28 | |
| Life Technologies | 1.5 | $34M | 883k | 38.43 | |
| Sequenom | 1.4 | $33M | 6.4M | 5.10 | |
| Aveo Pharmaceuticals | 1.2 | $28M | 1.8M | 15.39 | |
| Theravance | 1.2 | $28M | 1.4M | 20.14 | |
| Dex (DXCM) | 1.2 | $27M | 2.2M | 12.00 | |
| Amarin Corporation | 1.1 | $24M | 2.7M | 9.20 | |
| Illumina (ILMN) | 1.1 | $24M | 582k | 40.92 | |
| Thoratec Corporation | 1.0 | $23M | 711k | 32.64 | |
| Given Imaging | 1.0 | $23M | 1.5M | 15.09 | |
| Medivation | 1.0 | $23M | 1.3M | 16.98 | |
| HeartWare International | 0.9 | $21M | 326k | 64.41 | |
| Hospira | 0.9 | $20M | 548k | 37.00 | |
| Auxilium Pharmaceuticals | 0.9 | $19M | 1.3M | 14.99 | |
| Savient Pharmaceuticals | 0.9 | $19M | 4.7M | 4.10 | |
| Human Genome Sciences | 0.8 | $18M | 1.5M | 12.69 | |
| Shire | 0.8 | $18M | 188k | 93.93 | |
| Watson Pharmaceuticals | 0.8 | $17M | 247k | 68.25 | |
| Sagent Pharmaceuticals | 0.7 | $16M | 789k | 20.24 | |
| Dr. Reddy's Laboratories (RDY) | 0.7 | $15M | 507k | 29.80 | |
| Teva Pharmaceutical Industries (TEVA) | 0.7 | $15M | 392k | 37.22 | |
| 3SBio (SSRX) | 0.7 | $15M | 1.2M | 11.93 | |
| Dendreon Corporation | 0.6 | $14M | 1.5M | 9.00 | |
| Pharmacyclics | 0.4 | $8.8M | 746k | 11.83 | |
| Endocyte | 0.3 | $7.8M | 733k | 10.60 | |
| Trius Therapeutics | 0.3 | $7.0M | 1.1M | 6.30 | |
| Valeant Pharmaceuticals Int | 0.2 | $4.2M | 114k | 37.12 | |
| Cardiovascular Systems | 0.2 | $3.7M | 323k | 11.39 | |
| Anthera Pharmaceuticals | 0.1 | $3.4M | 723k | 4.77 | |
| Achillion Pharmaceuticals | 0.1 | $3.3M | 709k | 4.72 | |
| Nanosphere | 0.1 | $2.7M | 2.7M | 1.00 | |
| Novo Nordisk A/S (NVO) | 0.1 | $2.6M | 26k | 99.52 | |
| Biospecifics Tech | 0.1 | $2.5M | 157k | 16.14 | |
| D Fluidigm Corp Del (LAB) | 0.1 | $2.4M | 175k | 13.93 | |
| Cardionet | 0.1 | $2.3M | 766k | 3.00 | |
| Novartis (NVS) | 0.0 | $714k | 13k | 55.78 | |
| CHINA CORD Blood Corp | 0.0 | $452k | 150k | 3.01 | |
| China Kanghui Holdings | 0.0 | $359k | 18k | 19.50 | |
| Mindray Medical International | 0.0 | $312k | 13k | 23.61 | |
| Insulet Corporation (PODD) | 0.0 | $256k | 17k | 15.24 |
