Sectoral Asset Management

Sectoral Asset Management as of Sept. 30, 2015

Portfolio Holdings for Sectoral Asset Management

Sectoral Asset Management holds 77 positions in its portfolio as reported in the September 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Biogen Idec (BIIB) 8.4 $182M 625k 291.81
Gilead Sciences (GILD) 8.3 $182M 1.9M 98.19
Celgene Corporation 6.3 $137M 1.3M 108.17
Regeneron Pharmaceuticals (REGN) 5.2 $114M 244k 465.14
Alexion Pharmaceuticals 5.2 $113M 722k 156.39
BioMarin Pharmaceutical (BMRN) 4.7 $102M 970k 105.32
Incyte Corporation (INCY) 4.5 $98M 887k 110.33
Amicus Therapeutics (FOLD) 3.9 $86M 6.1M 13.99
Amgen (AMGN) 3.5 $77M 555k 138.32
Vertex Pharmaceuticals Incorporated (VRTX) 3.5 $77M 734k 104.14
Thermo Fisher Scientific (TMO) 3.4 $74M 606k 122.28
Merck & Co (MRK) 2.5 $54M 1.1M 49.39
Pfizer (PFE) 2.5 $54M 1.7M 31.41
Seattle Genetics 2.2 $49M 1.3M 38.56
Portola Pharmaceuticals 2.1 $46M 1.1M 42.62
Allergan 1.8 $39M 142k 271.81
Intercept Pharmaceuticals In 1.7 $36M 220k 165.86
Halozyme Therapeutics (HALO) 1.6 $36M 2.7M 13.43
Medtronic (MDT) 1.6 $35M 526k 66.94
Teva Pharmaceutical Industries (TEVA) 1.5 $34M 595k 56.46
Align Technology (ALGN) 1.3 $29M 512k 56.76
Dex (DXCM) 1.3 $28M 323k 85.86
Shire 1.1 $25M 122k 205.23
Alder Biopharmaceuticals 1.1 $25M 763k 32.76
United Therapeutics Corporation (UTHR) 1.1 $23M 176k 131.24
St. Jude Medical 1.0 $22M 355k 63.09
UnitedHealth (UNH) 1.0 $22M 191k 116.01
Edwards Lifesciences (EW) 1.0 $22M 153k 142.17
Aimmune Therapeutics 0.9 $20M 793k 25.32
Ptc Therapeutics I (PTCT) 0.8 $18M 690k 26.70
Chimerix (CMRX) 0.8 $18M 477k 38.20
Pronai Therapeutics 0.8 $17M 863k 20.04
Mylan Nv 0.8 $17M 417k 40.26
Dr. Reddy's Laboratories (RDY) 0.8 $16M 255k 63.91
Relypsa 0.7 $16M 842k 18.51
Uniqure Nv (QURE) 0.7 $16M 762k 20.45
Acceleron Pharma 0.7 $15M 612k 24.90
Tg Therapeutics (TGTX) 0.7 $15M 1.5M 10.08
Cara Therapeutics (CARA) 0.7 $15M 1.0M 14.29
Novartis (NVS) 0.6 $13M 145k 91.92
Advaxis 0.6 $13M 1.3M 10.23
Novo Nordisk A/S (NVO) 0.6 $13M 235k 54.24
HeartWare International 0.5 $12M 225k 52.31
Intuitive Surgical (ISRG) 0.5 $11M 24k 459.58
NxStage Medical 0.5 $11M 712k 15.77
Regenxbio Inc equity us cm (RGNX) 0.5 $11M 507k 21.35
Immune Design 0.5 $10M 846k 12.20
Teladoc (TDOC) 0.4 $9.3M 418k 22.29
Sagent Pharmaceuticals 0.4 $9.0M 586k 15.33
Acadia Healthcare (ACHC) 0.4 $8.5M 128k 66.27
CIGNA Corporation 0.3 $7.5M 56k 135.02
Karyopharm Therapeutics (KPTI) 0.3 $7.5M 713k 10.53
Tetraphase Pharmaceuticals 0.2 $5.2M 692k 7.46
Perrigo Company (PRGO) 0.2 $4.2M 27k 157.25
Valeant Pharmaceuticals Int 0.1 $3.2M 18k 178.37
Zs Pharma 0.1 $2.8M 42k 65.67
Momenta Pharmaceuticals 0.1 $2.5M 150k 16.41
Mallinckrodt Pub 0.1 $2.4M 38k 63.94
Eagle Pharmaceuticals (EGRX) 0.1 $2.1M 28k 74.03
Akorn 0.1 $2.0M 69k 28.51
McKesson Corporation (MCK) 0.1 $1.7M 9.2k 185.06
Impax Laboratories 0.1 $1.8M 52k 35.21
Alkermes (ALKS) 0.1 $1.8M 30k 58.68
Jazz Pharmaceuticals (JAZZ) 0.1 $1.6M 12k 132.84
Oncomed Pharmaceuticals 0.1 $1.8M 109k 16.59
Endo International (ENDPQ) 0.1 $1.7M 25k 69.29
Lannett Company 0.1 $1.4M 34k 41.52
DepoMed 0.1 $1.4M 72k 18.85
Horizon Pharma 0.1 $1.3M 68k 19.82
Nektar Therapeutics (NKTR) 0.1 $1.1M 104k 10.96
China Biologic Products 0.0 $614k 6.8k 89.77
Cambrex Corporation 0.0 $610k 15k 39.69
Pacira Pharmaceuticals (PCRX) 0.0 $754k 18k 41.07
Ascendis Pharma A S (ASND) 0.0 $550k 31k 17.68
Catalent (CTLT) 0.0 $473k 19k 24.32
Amphastar Pharmaceuticals (AMPH) 0.0 $489k 42k 11.70
Coherus Biosciences (CHRS) 0.0 $331k 17k 20.06