Sectoral Asset Management

Sectoral Asset Management as of Dec. 31, 2012

Portfolio Holdings for Sectoral Asset Management

Sectoral Asset Management holds 60 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mylan 5.2 $148M 5.4M 27.45
Onyx Pharmaceuticals 5.1 $145M 1.9M 75.53
Vertex Pharmaceuticals Incorporated (VRTX) 5.0 $142M 3.4M 41.90
Biogen Idec (BIIB) 4.9 $140M 954k 146.37
Incyte Corporation (INCY) 4.6 $131M 7.9M 16.61
Edwards Lifesciences (EW) 4.4 $125M 1.4M 90.17
Gilead Sciences (GILD) 4.3 $123M 1.7M 73.45
Illumina (ILMN) 3.7 $105M 1.9M 55.59
BioMarin Pharmaceutical (BMRN) 3.6 $104M 2.1M 49.20
Life Technologies 3.4 $96M 2.0M 49.03
Watson Pharmaceuticals 3.2 $90M 1.1M 86.00
Varian Medical Systems 2.8 $79M 1.1M 70.24
United Therapeutics Corporation (UTHR) 2.8 $79M 1.5M 53.42
Ariad Pharmaceuticals 2.7 $77M 4.0M 19.18
Perrigo Company 2.6 $73M 703k 104.03
Eli Lilly & Co. (LLY) 2.3 $67M 1.4M 49.32
Celgene Corporation 2.3 $66M 838k 78.47
Align Tech 2.3 $66M 2.4M 27.75
Theravance 2.2 $62M 2.8M 22.24
Regeneron Pharmaceuticals (REGN) 2.1 $59M 345k 171.07
Merck & Co (MRK) 2.0 $58M 1.4M 40.94
Hologic (HOLX) 1.9 $56M 2.8M 20.01
InterMune 1.8 $52M 5.4M 9.69
HeartWare International 1.7 $50M 593k 83.95
D Alexion Pharmaceutic Als Inc C Common Stock 0 1.6 $45M 475k 93.74
Amgen 1.5 $44M 511k 86.20
Valeant Pharmaceuticals Int 1.5 $44M 733k 59.77
Sequenom 1.5 $43M 9.2M 4.71
Medivation 1.3 $37M 721k 51.16
ImmunoGen (IMGN) 1.3 $37M 2.9M 12.75
Ironwood Pharmaceuticals (IRWD) 1.1 $32M 2.9M 11.08
NxStage Medical 1.1 $31M 2.8M 11.25
Covidien 0.9 $27M 460k 57.74
Shire 0.9 $25M 274k 92.18
Dex (DXCM) 0.8 $22M 1.6M 13.59
Affymax (AFFY) 0.8 $22M 1.1M 18.99
Pharmacyclics 0.8 $21M 371k 57.78
Given Imaging 0.7 $21M 1.2M 17.47
Amarin Corporation 0.7 $20M 2.5M 8.09
Teva Pharmaceutical Industries (TEVA) 0.6 $18M 474k 37.34
Thoratec Corporation 0.6 $18M 470k 37.52
NPS Pharmaceuticals 0.6 $16M 1.8M 9.10
Elan Corporation 0.6 $16M 1.6M 10.21
Dr. Reddy's Laboratories (RDY) 0.5 $15M 453k 33.29
Aveo Pharmaceuticals 0.5 $14M 1.7M 8.05
Sagent Pharmaceuticals 0.5 $13M 799k 16.09
3SBio (SSRX) 0.4 $13M 919k 13.64
Momenta Pharmaceuticals 0.4 $11M 900k 11.79
Akorn 0.4 $10M 780k 13.36
Seattle Genetics 0.3 $10M 436k 23.17
Luminex Corporation 0.3 $10M 594k 16.80
OraSure Technologies (OSUR) 0.3 $8.6M 1.2M 7.18
Accuray 0.2 $7.0M 1.1M 6.43
Halozyme Therapeutics (HALO) 0.2 $5.8M 867k 6.71
Optimer Pharmaceuticals 0.2 $5.4M 598k 9.05
St. Jude Medical 0.2 $4.9M 136k 36.14
Novo Nordisk A/S (NVO) 0.1 $2.5M 15k 163.23
Novartis (NVS) 0.0 $532k 8.4k 63.33
Hospira 0.0 $235k 7.5k 31.25
CHINA CORD Blood Corp 0.0 $204k 78k 2.61