Sectoral Asset Management as of Dec. 31, 2011
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 60 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Biogen Idec (BIIB) | 6.1 | $141M | 1.3M | 110.05 | |
| Merck & Co (MRK) | 5.7 | $132M | 3.5M | 37.70 | |
| Onyx Pharmaceuticals | 5.5 | $128M | 2.9M | 43.95 | |
| Amgen | 4.9 | $115M | 1.8M | 64.21 | |
| Ariad Pharmaceuticals | 4.7 | $110M | 9.0M | 12.25 | |
| Mylan | 4.7 | $108M | 5.0M | 21.46 | |
| United Therapeutics Corporation (UTHR) | 3.7 | $87M | 1.8M | 47.25 | |
| Perrigo Company | 3.5 | $82M | 841k | 97.30 | |
| Incyte Corporation (INCY) | 3.2 | $74M | 5.0M | 15.01 | |
| BioMarin Pharmaceutical (BMRN) | 3.2 | $73M | 2.1M | 34.38 | |
| InterMune | 3.1 | $72M | 5.7M | 12.60 | |
| Varian Medical Systems | 2.8 | $66M | 982k | 67.13 | |
| Covidien | 2.8 | $65M | 1.5M | 45.01 | |
| Align Tech | 2.7 | $63M | 2.7M | 23.72 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.6 | $62M | 1.9M | 33.21 | |
| Gilead Sciences (GILD) | 2.6 | $60M | 1.5M | 40.93 | |
| Eli Lilly & Co. (LLY) | 2.5 | $58M | 1.4M | 41.56 | |
| Edwards Lifesciences (EW) | 2.1 | $49M | 688k | 70.70 | |
| Amarin Corporation | 2.0 | $48M | 6.4M | 7.49 | |
| Celgene Corporation | 2.0 | $47M | 699k | 67.60 | |
| D Alexion Pharmaceutic Als Inc C Common Stock 0 | 2.0 | $47M | 660k | 71.50 | |
| St. Jude Medical | 1.9 | $45M | 1.3M | 34.30 | |
| Optimer Pharmaceuticals | 1.6 | $38M | 3.1M | 12.24 | |
| Life Technologies | 1.6 | $36M | 932k | 38.91 | |
| Medivation | 1.6 | $36M | 780k | 46.11 | |
| Dendreon Corporation | 1.5 | $36M | 4.7M | 7.60 | |
| Theravance | 1.4 | $33M | 1.5M | 22.10 | |
| Aveo Pharmaceuticals | 1.4 | $32M | 1.8M | 17.20 | |
| Given Imaging | 1.1 | $27M | 1.5M | 17.43 | |
| Auxilium Pharmaceuticals | 1.1 | $26M | 1.3M | 19.93 | |
| Thoratec Corporation | 1.1 | $25M | 729k | 33.56 | |
| HeartWare International | 1.0 | $22M | 323k | 69.00 | |
| Luminex Corporation | 0.9 | $22M | 1.0M | 21.23 | |
| Dex (DXCM) | 0.9 | $21M | 2.2M | 9.31 | |
| Hologic (HOLX) | 0.8 | $20M | 1.1M | 17.51 | |
| Watson Pharmaceuticals | 0.8 | $19M | 314k | 60.34 | |
| Teva Pharmaceutical Industries (TEVA) | 0.8 | $18M | 450k | 40.36 | |
| Shire | 0.8 | $18M | 171k | 103.90 | |
| Illumina (ILMN) | 0.8 | $18M | 583k | 30.48 | |
| Sagent Pharmaceuticals | 0.7 | $16M | 774k | 21.00 | |
| Ironwood Pharmaceuticals (IRWD) | 0.7 | $16M | 1.3M | 11.97 | |
| Sequenom | 0.6 | $15M | 3.3M | 4.45 | |
| Valeant Pharmaceuticals Int | 0.6 | $15M | 320k | 46.70 | |
| Dr. Reddy's Laboratories (RDY) | 0.6 | $14M | 490k | 29.43 | |
| 3SBio (SSRX) | 0.6 | $14M | 1.4M | 10.22 | |
| Savient Pharmaceuticals | 0.6 | $13M | 5.7M | 2.23 | |
| Hospira | 0.5 | $11M | 353k | 30.37 | |
| Trius Therapeutics | 0.3 | $7.2M | 1.0M | 7.15 | |
| Stryker Corporation (SYK) | 0.2 | $4.5M | 91k | 49.71 | |
| Anthera Pharmaceuticals | 0.2 | $3.9M | 632k | 6.14 | |
| Nanosphere | 0.2 | $3.9M | 2.7M | 1.47 | |
| Keryx Biopharmaceuticals | 0.2 | $3.8M | 1.5M | 2.53 | |
| Novo Nordisk A/S (NVO) | 0.1 | $3.1M | 27k | 115.25 | |
| Achillion Pharmaceuticals | 0.1 | $3.0M | 393k | 7.62 | |
| Biospecifics Tech | 0.1 | $2.6M | 157k | 16.62 | |
| D Fluidigm Corp Del (LAB) | 0.1 | $2.3M | 175k | 13.16 | |
| Cardionet | 0.1 | $1.8M | 766k | 2.37 | |
| Novartis (NVS) | 0.0 | $749k | 13k | 57.18 | |
| CHINA CORD Blood Corp | 0.0 | $246k | 93k | 2.65 | |
| China Kanghui Holdings | 0.0 | $163k | 11k | 14.76 |
