Sectoral Asset Management as of Sept. 30, 2013
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 55 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Gilead Sciences (GILD) | 8.2 | $170M | 2.7M | 62.87 | |
Amgen (AMGN) | 6.9 | $144M | 1.3M | 111.93 | |
Celgene Corporation | 5.9 | $123M | 799k | 154.14 | |
Incyte Corporation (INCY) | 4.6 | $96M | 2.5M | 38.15 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 4.5 | $94M | 1.2M | 75.82 | |
Theravance | 3.8 | $79M | 1.9M | 40.87 | |
Biogen Idec (BIIB) | 3.3 | $69M | 286k | 240.76 | |
NPS Pharmaceuticals | 3.2 | $66M | 2.1M | 31.81 | |
ImmunoGen (IMGN) | 3.0 | $62M | 3.7M | 17.02 | |
Medivation | 2.9 | $61M | 1.0M | 59.94 | |
Thermo Fisher Scientific (TMO) | 2.8 | $58M | 633k | 92.15 | |
Alexion Pharmaceuticals | 2.8 | $57M | 495k | 116.16 | |
Ironwood Pharmaceuticals (IRWD) | 2.7 | $57M | 4.8M | 11.84 | |
Ariad Pharmaceuticals | 2.7 | $55M | 3.0M | 18.40 | |
Regeneron Pharmaceuticals (REGN) | 2.6 | $55M | 175k | 312.87 | |
BioMarin Pharmaceutical (BMRN) | 2.5 | $52M | 722k | 72.17 | |
Shire | 2.4 | $49M | 412k | 119.89 | |
Halozyme Therapeutics (HALO) | 2.3 | $48M | 4.4M | 11.04 | |
Merck & Co (MRK) | 2.3 | $48M | 1.0M | 47.61 | |
Mylan | 2.2 | $45M | 1.2M | 38.17 | |
Allergan | 1.9 | $39M | 434k | 90.45 | |
Celldex Therapeutics | 1.6 | $34M | 945k | 35.43 | |
Synageva Biopharma | 1.4 | $30M | 471k | 63.39 | |
Actavis | 1.4 | $29M | 203k | 144.00 | |
Perrigo Company | 1.4 | $29M | 231k | 123.38 | |
Illumina (ILMN) | 1.4 | $28M | 350k | 80.83 | |
Clovis Oncology | 1.2 | $26M | 426k | 60.80 | |
Portola Pharmaceuticals | 1.2 | $26M | 967k | 26.75 | |
Pharmacyclics | 1.1 | $23M | 168k | 138.26 | |
Insmed (INSM) | 1.1 | $23M | 1.4M | 15.61 | |
ViroPharma Incorporated | 1.1 | $22M | 556k | 39.26 | |
Covidien | 1.0 | $21M | 340k | 60.94 | |
Pfizer (PFE) | 0.9 | $20M | 691k | 28.71 | |
Seattle Genetics | 0.9 | $19M | 423k | 43.83 | |
Align Technology (ALGN) | 0.9 | $18M | 371k | 48.10 | |
Boston Scientific Corporation (BSX) | 0.8 | $17M | 1.5M | 11.74 | |
Dr. Reddy's Laboratories (RDY) | 0.8 | $17M | 442k | 37.79 | |
ISIS Pharmaceuticals | 0.8 | $17M | 441k | 37.54 | |
Teva Pharmaceutical Industries (TEVA) | 0.8 | $16M | 434k | 37.78 | |
Oncomed Pharmaceuticals | 0.8 | $16M | 1.1M | 15.31 | |
Akorn | 0.7 | $15M | 737k | 19.68 | |
NxStage Medical | 0.7 | $15M | 1.1M | 13.16 | |
Edwards Group Ltd Sponsored | 0.7 | $14M | 197k | 69.63 | |
Momenta Pharmaceuticals | 0.6 | $12M | 852k | 14.39 | |
Sagent Pharmaceuticals | 0.6 | $12M | 564k | 20.40 | |
Mallinckrodt Pub | 0.5 | $11M | 253k | 44.09 | |
Tornier Nv | 0.4 | $8.3M | 432k | 19.33 | |
HeartWare International | 0.4 | $7.9M | 107k | 73.19 | |
Hologic (HOLX) | 0.4 | $7.8M | 377k | 20.65 | |
Accuray Incorporated (ARAY) | 0.3 | $6.9M | 936k | 7.38 | |
Dex (DXCM) | 0.3 | $5.5M | 195k | 28.22 | |
Novo Nordisk A/S (NVO) | 0.2 | $3.3M | 20k | 169.19 | |
Achillion Pharmaceuticals | 0.1 | $1.2M | 384k | 3.02 | |
Ptc Therapeutics I (PTCT) | 0.1 | $1.2M | 58k | 21.45 | |
Novartis (NVS) | 0.0 | $844k | 11k | 76.73 |