Sectoral Asset Management as of March 31, 2011
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 59 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amgen (AMGN) | 7.9 | $243M | 4.5M | 53.45 | |
| United Therapeutics Corporation (UTHR) | 6.4 | $197M | 2.9M | 67.02 | |
| Celgene Corporation | 6.0 | $183M | 3.2M | 57.58 | |
| Mylan | 4.7 | $144M | 6.4M | 22.66 | |
| Teva Pharmaceutical Industries (TEVA) | 4.2 | $131M | 2.6M | 50.17 | |
| Onyx Pharmaceuticals | 4.2 | $128M | 3.6M | 35.18 | |
| BioMarin Pharmaceutical (BMRN) | 4.0 | $124M | 4.9M | 25.13 | |
| InterMune | 4.0 | $123M | 2.6M | 47.19 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.9 | $120M | 2.5M | 47.93 | |
| Hospira | 3.9 | $119M | 2.2M | 55.20 | |
| Medtronic | 3.4 | $105M | 2.7M | 39.35 | |
| Life Technologies | 3.4 | $103M | 2.0M | 52.42 | |
| Gilead Sciences (GILD) | 3.1 | $95M | 2.2M | 42.47 | |
| St. Jude Medical | 2.7 | $83M | 1.6M | 51.26 | |
| Abbott Laboratories (ABT) | 2.4 | $74M | 1.5M | 49.05 | |
| Dendreon Corporation | 2.3 | $70M | 1.9M | 37.43 | |
| Varian Medical Systems | 2.0 | $63M | 924k | 67.64 | |
| Alexion Pharmaceuticals | 1.9 | $60M | 606k | 98.68 | |
| Luminex Corporation | 1.9 | $58M | 3.1M | 18.76 | |
| Illumina (ILMN) | 1.8 | $55M | 782k | 70.07 | |
| Stryker Corporation (SYK) | 1.7 | $52M | 856k | 60.80 | |
| Savient Pharmaceuticals | 1.7 | $52M | 4.9M | 10.60 | |
| Human Genome Sciences | 1.6 | $51M | 1.8M | 27.45 | |
| Auxilium Pharmaceuticals | 1.6 | $50M | 2.3M | 21.47 | |
| Thoratec Corporation | 1.5 | $46M | 1.8M | 25.93 | |
| Align Technology (ALGN) | 1.4 | $44M | 2.2M | 20.48 | |
| Incyte Corporation (INCY) | 1.2 | $38M | 2.4M | 15.85 | |
| Dex (DXCM) | 1.1 | $33M | 2.1M | 15.52 | |
| Perrigo Company | 1.0 | $32M | 398k | 79.52 | |
| Given Imaging | 1.0 | $32M | 1.6M | 19.71 | |
| Shire | 1.0 | $31M | 352k | 87.03 | |
| Sequenom | 1.0 | $30M | 4.8M | 6.34 | |
| Ariad Pharmaceuticals | 0.9 | $28M | 3.7M | 7.52 | |
| Targacept | 0.9 | $28M | 1.0M | 26.59 | |
| Medivation | 0.9 | $27M | 1.4M | 18.64 | |
| Watson Pharmaceuticals | 0.8 | $26M | 455k | 56.01 | |
| AMAG Pharmaceuticals | 0.8 | $25M | 1.5M | 16.70 | |
| Myriad Genetics (MYGN) | 0.8 | $24M | 1.2M | 20.15 | |
| Dr. Reddy's Laboratories (RDY) | 0.7 | $21M | 559k | 37.30 | |
| Optimer Pharmaceuticals | 0.6 | $20M | 1.7M | 11.83 | |
| Micromet | 0.5 | $15M | 2.6M | 5.60 | |
| XenoPort | 0.5 | $14M | 2.4M | 5.93 | |
| 3SBio (SSRX) | 0.4 | $14M | 785k | 17.29 | |
| Cardiome Pharma Corp | 0.3 | $9.8M | 2.3M | 4.28 | |
| BioMimetic Therapeutics | 0.3 | $8.9M | 681k | 13.11 | |
| Novo Nordisk A/S (NVO) | 0.2 | $5.9M | 47k | 125.24 | |
| Pharmacyclics | 0.2 | $6.0M | 1.0M | 5.89 | |
| Affymax (AFFY) | 0.2 | $5.6M | 960k | 5.87 | |
| Endocyte | 0.1 | $4.7M | 551k | 8.57 | |
| Anthera Pharmaceuticals | 0.1 | $4.4M | 657k | 6.75 | |
| BioSpecifics Technologies | 0.1 | $4.0M | 157k | 25.50 | |
| Cardionet | 0.1 | $3.7M | 766k | 4.79 | |
| MAP Pharmaceuticals | 0.1 | $3.3M | 240k | 13.79 | |
| Trius Therapeutics | 0.1 | $3.4M | 600k | 5.70 | |
| D Fluidigm Corp Del (LAB) | 0.1 | $2.5M | 175k | 14.31 | |
| Novartis (NVS) | 0.1 | $2.2M | 41k | 54.35 | |
| ArQule | 0.1 | $1.9M | 261k | 7.14 | |
| Merck & Co (MRK) | 0.0 | $1.4M | 41k | 33.00 | |
| Endo Pharmaceuticals | 0.0 | $347k | 9.1k | 38.13 |
