Sectoral Asset Management as of June 30, 2013
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 56 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertex Pharmaceuticals Incorporated (VRTX) | 6.0 | $202M | 2.5M | 80.06 | |
| Incyte Corporation (INCY) | 5.0 | $168M | 7.6M | 22.00 | |
| Gilead Sciences (GILD) | 4.4 | $150M | 2.9M | 51.27 | |
| Mylan | 4.3 | $147M | 4.7M | 31.03 | |
| Actavis | 4.2 | $142M | 1.1M | 126.22 | |
| Medivation | 4.0 | $134M | 2.7M | 49.20 | |
| Theravance | 3.6 | $122M | 3.2M | 38.53 | |
| Merck & Co (MRK) | 3.5 | $120M | 2.6M | 46.45 | |
| Boston Scientific Corporation (BSX) | 3.5 | $119M | 13M | 9.27 | |
| Edwards Lifesciences (EW) | 3.5 | $118M | 1.8M | 67.20 | |
| Onyx Pharmaceuticals | 3.5 | $118M | 1.4M | 86.82 | |
| BioMarin Pharmaceutical (BMRN) | 3.2 | $110M | 2.0M | 55.74 | |
| ImmunoGen | 3.1 | $107M | 6.4M | 16.59 | |
| Illumina (ILMN) | 3.0 | $100M | 1.3M | 74.84 | |
| Celgene Corporation | 2.8 | $93M | 794k | 116.98 | |
| Ariad Pharmaceuticals | 2.7 | $93M | 5.3M | 17.49 | |
| Amgen (AMGN) | 2.6 | $89M | 901k | 98.66 | |
| Allergan | 2.6 | $88M | 1.0M | 84.24 | |
| Align Technology (ALGN) | 2.6 | $88M | 2.4M | 37.04 | |
| Perrigo Company | 2.1 | $72M | 594k | 121.00 | |
| Eli Lilly & Co. (LLY) | 1.9 | $63M | 1.3M | 49.12 | |
| Regeneron Pharmaceuticals (REGN) | 1.8 | $62M | 275k | 224.88 | |
| Biogen Idec (BIIB) | 1.8 | $61M | 283k | 215.20 | |
| HeartWare International | 1.7 | $58M | 606k | 95.11 | |
| Varian Medical Systems | 1.7 | $57M | 844k | 67.45 | |
| Hologic (HOLX) | 1.5 | $51M | 2.7M | 19.30 | |
| NxStage Medical | 1.5 | $51M | 3.6M | 14.28 | |
| Ironwood Pharmaceuticals (IRWD) | 1.5 | $51M | 5.1M | 9.93 | |
| Alexion Pharmaceuticals | 1.4 | $47M | 512k | 92.24 | |
| Shire | 1.4 | $47M | 492k | 95.11 | |
| Thermo Fisher Scientific (TMO) | 1.3 | $43M | 508k | 84.63 | |
| Pharmacyclics | 1.1 | $39M | 487k | 79.47 | |
| Dex (DXCM) | 1.1 | $36M | 1.6M | 22.45 | |
| NPS Pharmaceuticals | 1.0 | $35M | 2.3M | 15.11 | |
| Covidien | 0.9 | $30M | 473k | 62.84 | |
| Portola Pharmaceuticals | 0.8 | $28M | 1.1M | 24.57 | |
| Halozyme Therapeutics (HALO) | 0.8 | $26M | 3.3M | 7.95 | |
| United Therapeutics Corporation (UTHR) | 0.6 | $21M | 321k | 65.82 | |
| Sequenom | 0.5 | $17M | 4.1M | 4.21 | |
| Dr. Reddy's Laboratories (RDY) | 0.5 | $17M | 438k | 37.82 | |
| Teva Pharmaceutical Industries (TEVA) | 0.5 | $16M | 408k | 39.20 | |
| ViroPharma Incorporated | 0.5 | $16M | 560k | 28.65 | |
| Thoratec Corporation | 0.4 | $15M | 470k | 31.31 | |
| Clovis Oncology | 0.4 | $14M | 213k | 66.98 | |
| Seattle Genetics | 0.4 | $13M | 422k | 31.46 | |
| Momenta Pharmaceuticals | 0.4 | $13M | 846k | 15.06 | |
| Sagent Pharmaceuticals | 0.4 | $13M | 610k | 20.98 | |
| Achillion Pharmaceuticals | 0.4 | $12M | 1.5M | 8.18 | |
| Forest Laboratories | 0.3 | $12M | 283k | 41.00 | |
| Akorn | 0.3 | $11M | 793k | 13.52 | |
| Amarin Corporation (AMRN) | 0.3 | $11M | 1.8M | 5.80 | |
| Tornier Nv | 0.2 | $7.7M | 437k | 17.50 | |
| Accuray Incorporated (ARAY) | 0.2 | $6.5M | 1.1M | 5.74 | |
| Novo Nordisk A/S (NVO) | 0.1 | $2.6M | 17k | 154.99 | |
| Ptc Therapeutics I (PTCT) | 0.0 | $1.3M | 86k | 15.01 | |
| Novartis (NVS) | 0.0 | $615k | 8.7k | 70.69 |
