Sectoral Asset Management as of March 31, 2012
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 66 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Onyx Pharmaceuticals | 4.6 | $127M | 3.4M | 37.68 | |
| Biogen Idec (BIIB) | 4.4 | $121M | 963k | 126.00 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 4.4 | $120M | 2.9M | 41.01 | |
| Mylan | 4.2 | $117M | 5.0M | 23.45 | |
| Life Technologies | 4.2 | $115M | 2.3M | 48.82 | |
| Ariad Pharmaceuticals | 4.2 | $115M | 7.2M | 15.98 | |
| Incyte Corporation (INCY) | 3.7 | $101M | 5.3M | 19.30 | |
| Edwards Lifesciences (EW) | 3.7 | $101M | 1.4M | 72.73 | |
| InterMune | 3.6 | $98M | 6.7M | 14.67 | |
| Perrigo Company | 3.6 | $98M | 945k | 103.31 | |
| Amarin Corporation (AMRN) | 3.4 | $94M | 8.3M | 11.32 | |
| Varian Medical Systems | 2.8 | $77M | 1.1M | 68.96 | |
| Gilead Sciences (GILD) | 2.8 | $76M | 1.6M | 48.86 | |
| Align Technology (ALGN) | 2.5 | $69M | 2.5M | 27.55 | |
| Watson Pharmaceuticals | 2.5 | $68M | 1.0M | 67.06 | |
| United Therapeutics Corporation (UTHR) | 2.5 | $68M | 1.4M | 47.13 | |
| Illumina (ILMN) | 2.4 | $67M | 1.3M | 52.61 | |
| Regeneron Pharmaceuticals (REGN) | 2.4 | $66M | 564k | 116.62 | |
| Alexion Pharmaceuticals | 2.1 | $57M | 613k | 92.86 | |
| Dendreon Corporation | 2.0 | $56M | 5.3M | 10.65 | |
| Ironwood Pharmaceuticals (IRWD) | 2.0 | $55M | 4.1M | 13.31 | |
| Theravance | 2.0 | $54M | 2.8M | 19.50 | |
| BioMarin Pharmaceutical (BMRN) | 1.9 | $53M | 1.5M | 34.25 | |
| Amgen (AMGN) | 1.9 | $52M | 762k | 67.97 | |
| Merck & Co (MRK) | 1.8 | $51M | 1.3M | 38.40 | |
| Celgene Corporation | 1.8 | $49M | 629k | 77.52 | |
| Medivation | 1.6 | $43M | 579k | 74.72 | |
| Optimer Pharmaceuticals | 1.5 | $42M | 3.0M | 13.90 | |
| Thoratec Corporation | 1.4 | $37M | 1.1M | 33.71 | |
| NxStage Medical | 1.3 | $37M | 1.9M | 19.27 | |
| St. Jude Medical | 1.3 | $37M | 823k | 44.31 | |
| HeartWare International | 1.3 | $36M | 547k | 65.69 | |
| Luminex Corporation | 1.2 | $34M | 1.5M | 23.35 | |
| Hologic (HOLX) | 1.1 | $31M | 1.5M | 21.55 | |
| Given Imaging | 1.1 | $30M | 1.6M | 18.73 | |
| Aveo Pharmaceuticals | 1.0 | $27M | 2.2M | 12.41 | |
| Dex (DXCM) | 0.9 | $26M | 2.4M | 10.43 | |
| Teva Pharmaceutical Industries (TEVA) | 0.9 | $24M | 538k | 45.06 | |
| Covidien | 0.9 | $24M | 442k | 54.68 | |
| Eli Lilly & Co. (LLY) | 0.7 | $19M | 480k | 40.27 | |
| Valeant Pharmaceuticals Int | 0.7 | $19M | 345k | 53.68 | |
| Dr. Reddy's Laboratories (RDY) | 0.6 | $15M | 433k | 34.56 | |
| 3SBio (SSRX) | 0.5 | $15M | 1.0M | 14.80 | |
| Shire | 0.5 | $15M | 153k | 94.75 | |
| Sagent Pharmaceuticals | 0.5 | $14M | 776k | 17.87 | |
| Sequenom | 0.5 | $14M | 3.4M | 4.07 | |
| Auxilium Pharmaceuticals | 0.4 | $12M | 623k | 18.57 | |
| Hospira | 0.3 | $9.4M | 252k | 37.39 | |
| Savient Pharmaceuticals | 0.3 | $9.2M | 4.2M | 2.18 | |
| Momenta Pharmaceuticals | 0.3 | $7.1M | 461k | 15.32 | |
| Keryx Biopharmaceuticals | 0.2 | $6.7M | 1.4M | 4.98 | |
| Nanosphere | 0.2 | $6.8M | 3.5M | 1.97 | |
| Trius Therapeutics | 0.2 | $5.4M | 1.0M | 5.35 | |
| Array BioPharma | 0.2 | $5.3M | 1.6M | 3.40 | |
| Synta Pharmaceuticals | 0.2 | $5.2M | 1.2M | 4.39 | |
| ArQule | 0.2 | $4.6M | 650k | 7.01 | |
| D Fluidigm Corp Del (LAB) | 0.1 | $2.8M | 175k | 15.73 | |
| Novo Nordisk A/S (NVO) | 0.1 | $2.4M | 17k | 138.71 | |
| Cardionet | 0.1 | $2.4M | 767k | 3.08 | |
| Biospecifics Tech | 0.1 | $2.5M | 157k | 15.82 | |
| Sunesis Pharmaceuticals | 0.1 | $1.6M | 567k | 2.87 | |
| Novartis (NVS) | 0.0 | $515k | 9.3k | 55.38 | |
| Mindray Medical International | 0.0 | $211k | 6.4k | 33.00 | |
| Anthera Pharmaceuticals | 0.0 | $147k | 67k | 2.20 | |
| CHINA CORD Blood Corp | 0.0 | $230k | 81k | 2.84 | |
| China Kanghui Holdings | 0.0 | $258k | 14k | 19.05 |
