Sectoral Asset Management as of June 30, 2014
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 64 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Biogen Idec (BIIB) | 7.5 | $177M | 561k | 315.31 | |
| Amgen (AMGN) | 6.0 | $142M | 1.2M | 118.37 | |
| Gilead Sciences (GILD) | 5.3 | $124M | 1.5M | 82.91 | |
| Celgene Corporation | 4.5 | $107M | 1.3M | 85.88 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 4.3 | $102M | 1.1M | 94.68 | |
| Incyte Corporation (INCY) | 3.8 | $89M | 1.6M | 56.44 | |
| Teva Pharmaceutical Industries (TEVA) | 3.4 | $79M | 1.5M | 52.42 | |
| Alexion Pharmaceuticals | 3.2 | $76M | 489k | 156.25 | |
| Mylan | 3.2 | $76M | 1.5M | 51.56 | |
| Actavis | 3.2 | $76M | 340k | 223.05 | |
| BioMarin Pharmaceutical (BMRN) | 3.1 | $73M | 1.2M | 62.21 | |
| Regeneron Pharmaceuticals (REGN) | 2.7 | $64M | 228k | 282.47 | |
| Keryx Biopharmaceuticals | 2.4 | $58M | 3.7M | 15.38 | |
| Shire | 2.3 | $54M | 231k | 235.49 | |
| Synageva Biopharma | 2.3 | $54M | 516k | 104.80 | |
| NPS Pharmaceuticals | 2.2 | $52M | 1.6M | 33.05 | |
| Thermo Fisher Scientific (TMO) | 2.2 | $52M | 440k | 118.00 | |
| Theravance | 2.2 | $52M | 1.7M | 29.78 | |
| Perrigo Company (PRGO) | 2.2 | $51M | 351k | 145.76 | |
| Illumina (ILMN) | 1.9 | $44M | 247k | 178.54 | |
| Halozyme Therapeutics (HALO) | 1.8 | $43M | 4.4M | 9.88 | |
| Ptc Therapeutics I (PTCT) | 1.7 | $41M | 1.6M | 26.14 | |
| Portola Pharmaceuticals | 1.7 | $40M | 1.4M | 29.18 | |
| Insmed (INSM) | 1.7 | $40M | 2.0M | 19.98 | |
| Mallinckrodt Pub | 1.6 | $39M | 482k | 80.02 | |
| ImmunoGen | 1.6 | $38M | 3.2M | 11.85 | |
| Merck & Co (MRK) | 1.6 | $38M | 655k | 57.85 | |
| Allergan | 1.4 | $33M | 192k | 169.22 | |
| Oncomed Pharmaceuticals | 1.4 | $32M | 1.4M | 23.30 | |
| Sagent Pharmaceuticals | 1.2 | $27M | 1.1M | 25.86 | |
| Akorn | 1.1 | $25M | 760k | 33.25 | |
| Seattle Genetics | 1.0 | $23M | 612k | 38.25 | |
| Dr. Reddy's Laboratories (RDY) | 0.9 | $22M | 510k | 43.15 | |
| Valeant Pharmaceuticals Int | 0.9 | $21M | 169k | 126.12 | |
| Momenta Pharmaceuticals | 0.9 | $20M | 1.7M | 12.08 | |
| Acceleron Pharma | 0.8 | $20M | 589k | 33.97 | |
| Covidien | 0.8 | $20M | 218k | 90.18 | |
| Intercept Pharmaceuticals In | 0.7 | $18M | 74k | 236.63 | |
| Relypsa | 0.7 | $17M | 713k | 24.32 | |
| Align Technology (ALGN) | 0.7 | $17M | 294k | 56.04 | |
| Intuitive Surgical (ISRG) | 0.7 | $16M | 39k | 411.79 | |
| United Therapeutics Corporation (UTHR) | 0.7 | $16M | 182k | 88.49 | |
| Abbvie (ABBV) | 0.7 | $15M | 272k | 56.44 | |
| Chimerix (CMRX) | 0.6 | $14M | 632k | 21.94 | |
| Boston Scientific Corporation (BSX) | 0.6 | $13M | 1.0M | 12.77 | |
| Clovis Oncology | 0.6 | $13M | 315k | 41.41 | |
| Karyopharm Therapeutics (KPTI) | 0.5 | $13M | 269k | 46.55 | |
| Dex (DXCM) | 0.5 | $11M | 288k | 39.66 | |
| Tornier Nv | 0.5 | $11M | 478k | 23.38 | |
| HeartWare International | 0.5 | $11M | 121k | 88.50 | |
| CIGNA Corporation | 0.3 | $7.8M | 85k | 91.97 | |
| NxStage Medical | 0.3 | $7.1M | 496k | 14.37 | |
| Inogen (INGN) | 0.3 | $6.3M | 281k | 22.56 | |
| Novo Nordisk A/S (NVO) | 0.2 | $6.0M | 130k | 46.19 | |
| Ironwood Pharmaceuticals (IRWD) | 0.2 | $5.5M | 361k | 15.33 | |
| Theravance Biopharma (TBPH) | 0.2 | $4.9M | 152k | 31.88 | |
| Accuray Incorporated (ARAY) | 0.2 | $4.3M | 492k | 8.80 | |
| Novartis (NVS) | 0.1 | $3.1M | 35k | 90.52 | |
| Prosensa Hldgs B V Shs Usd | 0.0 | $957k | 76k | 12.62 | |
| Tandem Diabetes Care | 0.0 | $898k | 55k | 16.26 | |
| Medivation | 0.0 | $789k | 10k | 77.10 | |
| Anthera Pharmaceutcls | 0.0 | $745k | 220k | 3.39 | |
| Alder Biopharmaceuticals | 0.0 | $813k | 41k | 20.06 | |
| WuXi PharmaTech | 0.0 | $434k | 13k | 32.90 |
