Sectoral Asset Management

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