Sectoral Asset Management as of June 30, 2012
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 68 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Onyx Pharmaceuticals | 6.7 | $195M | 2.9M | 66.45 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 6.5 | $188M | 3.4M | 55.92 | |
| Biogen Idec (BIIB) | 4.6 | $132M | 915k | 144.38 | |
| Edwards Lifesciences (EW) | 4.3 | $124M | 1.2M | 103.30 | |
| Incyte Corporation (INCY) | 4.2 | $122M | 5.4M | 22.70 | |
| Mylan | 3.6 | $106M | 4.9M | 21.37 | |
| Perrigo Company | 3.5 | $102M | 865k | 117.93 | |
| Ariad Pharmaceuticals | 3.5 | $100M | 5.8M | 17.21 | |
| Life Technologies | 3.1 | $89M | 2.0M | 44.99 | |
| Gilead Sciences (GILD) | 3.1 | $89M | 1.7M | 51.28 | |
| Amarin Corporation | 3.0 | $85M | 5.9M | 14.46 | |
| United Therapeutics Corporation (UTHR) | 2.9 | $83M | 1.7M | 49.38 | |
| InterMune | 2.8 | $80M | 6.7M | 11.95 | |
| Watson Pharmaceuticals | 2.6 | $76M | 1.0M | 73.99 | |
| Theravance | 2.5 | $71M | 3.2M | 22.22 | |
| Align Tech | 2.4 | $70M | 2.1M | 33.46 | |
| Varian Medical Systems | 2.3 | $65M | 1.1M | 60.77 | |
| Illumina (ILMN) | 2.2 | $63M | 1.5M | 40.39 | |
| Ironwood Pharmaceuticals (IRWD) | 2.0 | $58M | 4.2M | 13.78 | |
| Merck & Co (MRK) | 1.9 | $56M | 1.3M | 41.75 | |
| BioMarin Pharmaceutical (BMRN) | 1.9 | $55M | 1.4M | 39.58 | |
| D Alexion Pharmaceutic Als Inc C Common Stock 0 | 1.8 | $53M | 530k | 99.30 | |
| Amgen | 1.7 | $49M | 673k | 72.91 | |
| HeartWare International | 1.7 | $49M | 553k | 88.80 | |
| Regeneron Pharmaceuticals (REGN) | 1.6 | $47M | 415k | 114.22 | |
| Medivation | 1.6 | $47M | 512k | 91.40 | |
| Optimer Pharmaceuticals | 1.6 | $45M | 2.9M | 15.46 | |
| Hologic (HOLX) | 1.3 | $39M | 2.1M | 18.04 | |
| Celgene Corporation | 1.3 | $38M | 594k | 64.16 | |
| NxStage Medical | 1.3 | $38M | 2.2M | 16.76 | |
| Sequenom | 1.2 | $35M | 8.6M | 4.06 | |
| Dex (DXCM) | 1.1 | $32M | 2.5M | 12.96 | |
| St. Jude Medical | 1.1 | $31M | 783k | 39.91 | |
| Luminex Corporation | 1.0 | $29M | 1.2M | 24.49 | |
| Aveo Pharmaceuticals | 1.0 | $28M | 2.3M | 12.16 | |
| Given Imaging | 0.9 | $25M | 1.6M | 15.80 | |
| Covidien | 0.8 | $23M | 435k | 53.50 | |
| Teva Pharmaceutical Industries (TEVA) | 0.7 | $21M | 536k | 39.44 | |
| Eli Lilly & Co. (LLY) | 0.7 | $20M | 470k | 42.91 | |
| Dendreon Corporation | 0.6 | $18M | 2.5M | 7.40 | |
| Elan Corporation | 0.6 | $18M | 1.2M | 14.59 | |
| Thoratec Corporation | 0.6 | $17M | 511k | 33.58 | |
| Pharmacyclics | 0.6 | $17M | 308k | 54.61 | |
| Valeant Pharmaceuticals Int | 0.6 | $16M | 365k | 44.79 | |
| Sagent Pharmaceuticals | 0.5 | $16M | 856k | 18.08 | |
| Seattle Genetics | 0.5 | $15M | 584k | 25.39 | |
| Auxilium Pharmaceuticals | 0.5 | $13M | 492k | 26.89 | |
| Shire | 0.5 | $13M | 151k | 86.39 | |
| 3SBio (SSRX) | 0.5 | $13M | 945k | 13.65 | |
| Dr. Reddy's Laboratories (RDY) | 0.4 | $12M | 408k | 29.68 | |
| Hospira | 0.3 | $8.6M | 245k | 34.98 | |
| Momenta Pharmaceuticals | 0.3 | $8.4M | 627k | 13.47 | |
| Synta Pharmaceuticals | 0.3 | $8.2M | 1.5M | 5.47 | |
| Nanosphere | 0.2 | $6.6M | 3.0M | 2.20 | |
| Array BioPharma | 0.2 | $6.0M | 1.7M | 3.47 | |
| Trius Therapeutics | 0.2 | $5.8M | 1.0M | 5.76 | |
| ArQule | 0.2 | $5.0M | 849k | 5.93 | |
| Curis | 0.1 | $3.1M | 578k | 5.40 | |
| Sunesis Pharmaceuticals | 0.1 | $3.2M | 1.1M | 2.87 | |
| D Fluidigm Corp Del (LAB) | 0.1 | $2.6M | 175k | 15.04 | |
| Keryx Biopharmaceuticals | 0.1 | $2.4M | 1.3M | 1.80 | |
| Novo Nordisk A/S (NVO) | 0.1 | $2.3M | 16k | 145.35 | |
| Biospecifics Tech | 0.1 | $2.1M | 112k | 18.78 | |
| Cardionet | 0.1 | $1.6M | 767k | 2.03 | |
| Savient Pharmaceuticals | 0.0 | $938k | 1.7M | 0.54 | |
| Novartis (NVS) | 0.0 | $425k | 7.6k | 55.92 | |
| CHINA CORD Blood Corp | 0.0 | $199k | 78k | 2.55 | |
| China Kanghui Holdings | 0.0 | $257k | 13k | 19.66 |
