Sectoral Asset Management as of Sept. 30, 2020
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 88 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Immunomedics | 4.4 | $51M | 600k | 85.03 | |
| Ppd | 3.1 | $36M | 963k | 36.99 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 2.8 | $33M | 175k | 188.27 | |
| Ptc Therapeutics I (PTCT) | 2.7 | $31M | 670k | 46.75 | |
| Arena Pharmaceuticals Com New | 2.6 | $31M | 410k | 74.79 | |
| Amicus Therapeutics (FOLD) | 2.6 | $30M | 2.2M | 14.12 | |
| AtriCure (ATRC) | 2.4 | $28M | 709k | 39.90 | |
| Blueprint Medicines (BPMC) | 2.3 | $27M | 295k | 92.70 | |
| R1 Rcm | 2.3 | $26M | 1.5M | 17.15 | |
| Silk Road Medical Inc Common (SILK) | 2.2 | $26M | 388k | 67.21 | |
| Evolent Health Cl A (EVH) | 2.2 | $26M | 2.1M | 12.41 | |
| Teladoc (TDOC) | 2.2 | $26M | 116k | 219.24 | |
| Tandem Diabetes Care Com New (TNDM) | 2.2 | $25M | 223k | 113.50 | |
| Teleflex Incorporated (TFX) | 2.1 | $25M | 73k | 340.43 | |
| Irhythm Technologies (IRTC) | 2.1 | $25M | 104k | 238.11 | |
| ACADIA Pharmaceuticals (ACAD) | 2.0 | $23M | 557k | 41.25 | |
| Centene Corporation (CNC) | 2.0 | $23M | 390k | 58.33 | |
| Revolution Medicines (RVMD) | 1.9 | $22M | 633k | 34.80 | |
| Aprea Therapeutics | 1.9 | $22M | 916k | 24.06 | |
| Turning Point Therapeutics I | 1.9 | $22M | 251k | 87.36 | |
| Deciphera Pharmaceuticals (DCPH) | 1.8 | $21M | 416k | 51.30 | |
| Exelixis (EXEL) | 1.8 | $21M | 857k | 24.45 | |
| Dex (DXCM) | 1.7 | $20M | 48k | 412.22 | |
| HMS Holdings | 1.6 | $19M | 783k | 23.95 | |
| Zentalis Pharmaceuticals (ZNTL) | 1.6 | $18M | 557k | 32.69 | |
| American Well Corp Cl A (AMWL) | 1.5 | $18M | 605k | 29.64 | |
| Arvinas Ord (ARVN) | 1.4 | $17M | 702k | 23.61 | |
| IDEXX Laboratories (IDXX) | 1.4 | $16M | 41k | 393.12 | |
| Acutus Medical (AFIB) | 1.4 | $16M | 532k | 29.80 | |
| Arcus Biosciences Incorporated (RCUS) | 1.4 | $16M | 923k | 17.14 | |
| Assembly Biosciences | 1.3 | $15M | 916k | 16.44 | |
| Repligen Corporation (RGEN) | 1.3 | $15M | 102k | 147.54 | |
| Boston Scientific Corporation (BSX) | 1.2 | $14M | 377k | 38.21 | |
| Global Blood Therapeutics In | 1.2 | $14M | 255k | 55.14 | |
| Pra Health Sciences | 1.2 | $14M | 133k | 101.44 | |
| Freeline Therapeutics Hldgs Sponsored Ads | 1.1 | $13M | 843k | 15.61 | |
| Cytosorbents Corp Com New (CTSO) | 1.1 | $13M | 1.6M | 7.97 | |
| Sarepta Therapeutics (SRPT) | 1.1 | $13M | 92k | 140.43 | |
| Regeneron Pharmaceuticals (REGN) | 1.1 | $13M | 23k | 559.79 | |
| Novavax Com New (NVAX) | 1.1 | $13M | 118k | 108.35 | |
| Incyte Corporation (INCY) | 1.1 | $13M | 139k | 89.74 | |
| ResMed (RMD) | 1.1 | $12M | 72k | 171.43 | |
| Bristol Myers Squibb (BMY) | 1.0 | $12M | 198k | 60.29 | |
| Align Technology (ALGN) | 1.0 | $12M | 36k | 327.36 | |
| BioMarin Pharmaceutical (BMRN) | 1.0 | $12M | 151k | 76.08 | |
| Johnson & Johnson (JNJ) | 1.0 | $11M | 75k | 148.89 | |
| Seattle Genetics | 0.9 | $11M | 55k | 195.68 | |
| Insulet Corporation (PODD) | 0.9 | $11M | 45k | 236.60 | |
| Molina Healthcare (MOH) | 0.9 | $11M | 57k | 183.04 | |
| Hologic (HOLX) | 0.9 | $10M | 153k | 66.47 | |
| Moderna (MRNA) | 0.8 | $9.6M | 136k | 70.75 | |
| Dyne Therapeutics (DYN) | 0.8 | $9.6M | 474k | 20.19 | |
| Poseida Therapeutics I (PSTX) | 0.8 | $9.3M | 1.1M | 8.87 | |
| Guardant Health (GH) | 0.8 | $9.0M | 80k | 111.79 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.7 | $8.4M | 374k | 22.40 | |
| Emergent BioSolutions (EBS) | 0.7 | $8.3M | 80k | 103.33 | |
| Abbott Laboratories (ABT) | 0.7 | $8.0M | 74k | 108.84 | |
| UnitedHealth (UNH) | 0.7 | $7.9M | 26k | 311.76 | |
| Allovir (ALVR) | 0.7 | $7.6M | 278k | 27.50 | |
| Eli Lilly & Co. (LLY) | 0.7 | $7.6M | 52k | 148.03 | |
| Abbvie (ABBV) | 0.6 | $7.6M | 86k | 87.59 | |
| Checkmate Pharmaceuticals In | 0.6 | $6.9M | 601k | 11.51 | |
| Biogen Idec (BIIB) | 0.6 | $6.4M | 23k | 283.67 | |
| Amgen (AMGN) | 0.5 | $6.2M | 24k | 254.18 | |
| Alexion Pharmaceuticals | 0.5 | $5.9M | 51k | 114.44 | |
| Medtronic SHS (MDT) | 0.4 | $4.3M | 42k | 103.93 | |
| Fibrogen (FGEN) | 0.4 | $4.3M | 104k | 41.12 | |
| Cigna Corp (CI) | 0.4 | $4.3M | 25k | 169.41 | |
| Merck & Co (MRK) | 0.4 | $4.2M | 51k | 82.95 | |
| Pfizer (PFE) | 0.4 | $4.1M | 112k | 36.70 | |
| Gilead Sciences (GILD) | 0.4 | $4.1M | 65k | 63.19 | |
| Nucana Sponsored Adr (NCNA) | 0.3 | $3.9M | 750k | 5.17 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $3.8M | 8.7k | 441.50 | |
| Amedisys (AMED) | 0.3 | $3.7M | 16k | 236.46 | |
| Outset Med (OM) | 0.3 | $3.5M | 70k | 50.01 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $2.7M | 9.9k | 272.11 | |
| Molecular Templates | 0.2 | $2.0M | 180k | 10.92 | |
| Danaher Corporation (DHR) | 0.1 | $1.6M | 7.5k | 215.33 | |
| Illumina (ILMN) | 0.1 | $1.5M | 4.8k | 308.98 | |
| Tabula Rasa Healthcare | 0.1 | $1.4M | 35k | 40.77 | |
| Change Healthcare | 0.1 | $1.2M | 82k | 14.51 | |
| Humana (HUM) | 0.1 | $1.1M | 2.7k | 413.73 | |
| Generation Bio (GBIO) | 0.1 | $1.1M | 35k | 30.91 | |
| Castle Biosciences (CSTL) | 0.1 | $952k | 19k | 51.46 | |
| Argenx Se Sponsored Adr (ARGX) | 0.1 | $656k | 2.5k | 262.40 | |
| Aveo Pharmaceuticals Com New | 0.1 | $594k | 100k | 5.94 | |
| Dr Reddys Labs Adr (RDY) | 0.0 | $372k | 5.4k | 69.48 | |
| Zai Lab Adr (ZLAB) | 0.0 | $225k | 2.7k | 83.33 |
