Sectoral Asset Management as of Sept. 30, 2012
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 67 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertex Pharmaceuticals Incorporated (VRTX) | 6.7 | $205M | 3.7M | 55.89 | |
| Onyx Pharmaceuticals | 5.1 | $157M | 1.9M | 84.50 | |
| Mylan | 4.9 | $149M | 6.1M | 24.37 | |
| Biogen Idec (BIIB) | 4.5 | $138M | 923k | 149.21 | |
| Incyte Corporation (INCY) | 4.3 | $131M | 7.3M | 18.05 | |
| Edwards Lifesciences (EW) | 4.2 | $129M | 1.2M | 107.37 | |
| Gilead Sciences (GILD) | 3.9 | $119M | 1.8M | 66.33 | |
| Ariad Pharmaceuticals | 3.7 | $114M | 4.7M | 24.21 | |
| Life Technologies | 3.2 | $98M | 2.0M | 48.86 | |
| United Therapeutics Corporation (UTHR) | 3.1 | $96M | 1.7M | 55.88 | |
| Watson Pharmaceuticals | 2.9 | $89M | 1.0M | 85.16 | |
| Illumina (ILMN) | 2.8 | $85M | 1.8M | 48.19 | |
| Perrigo Company | 2.7 | $82M | 705k | 116.17 | |
| BioMarin Pharmaceutical (BMRN) | 2.5 | $77M | 1.9M | 40.26 | |
| Align Tech | 2.5 | $76M | 2.1M | 36.97 | |
| Varian Medical Systems | 2.3 | $70M | 1.2M | 60.32 | |
| Theravance | 2.2 | $69M | 2.7M | 25.91 | |
| Regeneron Pharmaceuticals (REGN) | 2.2 | $68M | 448k | 152.66 | |
| Eli Lilly & Co. (LLY) | 2.1 | $65M | 1.4M | 47.41 | |
| Celgene Corporation | 2.0 | $60M | 791k | 76.40 | |
| Merck & Co (MRK) | 1.9 | $60M | 1.3M | 45.10 | |
| InterMune | 1.9 | $57M | 6.4M | 8.96 | |
| Amgen | 1.8 | $56M | 666k | 84.29 | |
| Hologic (HOLX) | 1.8 | $56M | 2.8M | 20.22 | |
| D Alexion Pharmaceutic Als Inc C Common Stock 0 | 1.8 | $55M | 480k | 114.40 | |
| HeartWare International | 1.7 | $52M | 553k | 94.49 | |
| Valeant Pharmaceuticals Int | 1.4 | $44M | 791k | 55.27 | |
| Ironwood Pharmaceuticals (IRWD) | 1.3 | $40M | 3.1M | 12.78 | |
| Amarin Corporation | 1.3 | $40M | 3.2M | 12.57 | |
| Dex (DXCM) | 1.2 | $38M | 2.5M | 15.03 | |
| NxStage Medical | 1.1 | $35M | 2.7M | 13.21 | |
| Sequenom | 1.1 | $33M | 9.3M | 3.53 | |
| St. Jude Medical | 1.0 | $31M | 732k | 42.13 | |
| Optimer Pharmaceuticals | 1.0 | $30M | 2.2M | 14.12 | |
| Medivation | 0.9 | $28M | 492k | 56.35 | |
| Covidien | 0.9 | $27M | 453k | 59.42 | |
| Teva Pharmaceutical Industries (TEVA) | 0.9 | $26M | 638k | 41.41 | |
| Pharmacyclics | 0.8 | $24M | 371k | 64.50 | |
| Aveo Pharmaceuticals | 0.7 | $23M | 2.2M | 10.41 | |
| Given Imaging | 0.6 | $19M | 1.3M | 14.57 | |
| Elan Corporation | 0.5 | $17M | 1.5M | 10.72 | |
| Thoratec Corporation | 0.5 | $16M | 470k | 34.60 | |
| Shire | 0.5 | $15M | 170k | 88.70 | |
| Sagent Pharmaceuticals | 0.5 | $14M | 859k | 15.95 | |
| OraSure Technologies (OSUR) | 0.4 | $13M | 1.2M | 11.11 | |
| 3SBio (SSRX) | 0.4 | $12M | 958k | 12.99 | |
| Dr. Reddy's Laboratories (RDY) | 0.4 | $12M | 400k | 30.86 | |
| Seattle Genetics | 0.4 | $12M | 436k | 26.94 | |
| Luminex Corporation | 0.4 | $12M | 594k | 19.44 | |
| Synta Pharmaceuticals | 0.4 | $11M | 1.5M | 7.62 | |
| Auxilium Pharmaceuticals | 0.4 | $11M | 452k | 24.46 | |
| Affymax (AFFY) | 0.3 | $10M | 484k | 21.06 | |
| Momenta Pharmaceuticals | 0.3 | $9.8M | 675k | 14.57 | |
| Array BioPharma | 0.3 | $9.5M | 1.6M | 5.84 | |
| Hospira | 0.3 | $8.0M | 242k | 32.82 | |
| Trius Therapeutics | 0.2 | $5.9M | 1.0M | 5.83 | |
| NPS Pharmaceuticals | 0.2 | $5.4M | 584k | 9.25 | |
| ArQule | 0.1 | $4.3M | 849k | 5.11 | |
| Accuray | 0.1 | $3.8M | 538k | 7.08 | |
| Akorn | 0.1 | $3.4M | 261k | 13.22 | |
| D Fluidigm Corp Del (LAB) | 0.1 | $3.0M | 175k | 17.00 | |
| Novo Nordisk A/S (NVO) | 0.1 | $2.5M | 16k | 157.80 | |
| Cardionet | 0.1 | $1.9M | 767k | 2.52 | |
| Biospecifics Tech | 0.0 | $864k | 45k | 19.43 | |
| Novartis (NVS) | 0.0 | $557k | 9.1k | 61.21 | |
| CHINA CORD Blood Corp | 0.0 | $211k | 78k | 2.70 | |
| China Kanghui Holdings | 0.0 | $284k | 9.4k | 30.31 |
