Sectoral Asset Management as of Dec. 31, 2012
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 60 positions in its portfolio as reported in the December 2012 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Mylan | 5.2 | $148M | 5.4M | 27.45 | |
Onyx Pharmaceuticals | 5.1 | $145M | 1.9M | 75.53 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 5.0 | $142M | 3.4M | 41.90 | |
Biogen Idec (BIIB) | 4.9 | $140M | 954k | 146.37 | |
Incyte Corporation (INCY) | 4.6 | $131M | 7.9M | 16.61 | |
Edwards Lifesciences (EW) | 4.4 | $125M | 1.4M | 90.17 | |
Gilead Sciences (GILD) | 4.3 | $123M | 1.7M | 73.45 | |
Illumina (ILMN) | 3.7 | $105M | 1.9M | 55.59 | |
BioMarin Pharmaceutical (BMRN) | 3.6 | $104M | 2.1M | 49.20 | |
Life Technologies | 3.4 | $96M | 2.0M | 49.03 | |
Watson Pharmaceuticals | 3.2 | $90M | 1.1M | 86.00 | |
Varian Medical Systems | 2.8 | $79M | 1.1M | 70.24 | |
United Therapeutics Corporation (UTHR) | 2.8 | $79M | 1.5M | 53.42 | |
Ariad Pharmaceuticals | 2.7 | $77M | 4.0M | 19.18 | |
Perrigo Company | 2.6 | $73M | 703k | 104.03 | |
Eli Lilly & Co. (LLY) | 2.3 | $67M | 1.4M | 49.32 | |
Celgene Corporation | 2.3 | $66M | 838k | 78.47 | |
Align Tech | 2.3 | $66M | 2.4M | 27.75 | |
Theravance | 2.2 | $62M | 2.8M | 22.24 | |
Regeneron Pharmaceuticals (REGN) | 2.1 | $59M | 345k | 171.07 | |
Merck & Co (MRK) | 2.0 | $58M | 1.4M | 40.94 | |
Hologic (HOLX) | 1.9 | $56M | 2.8M | 20.01 | |
InterMune | 1.8 | $52M | 5.4M | 9.69 | |
HeartWare International | 1.7 | $50M | 593k | 83.95 | |
D Alexion Pharmaceutic Als Inc C Common Stock 0 | 1.6 | $45M | 475k | 93.74 | |
Amgen | 1.5 | $44M | 511k | 86.20 | |
Valeant Pharmaceuticals Int | 1.5 | $44M | 733k | 59.77 | |
Sequenom | 1.5 | $43M | 9.2M | 4.71 | |
Medivation | 1.3 | $37M | 721k | 51.16 | |
ImmunoGen | 1.3 | $37M | 2.9M | 12.75 | |
Ironwood Pharmaceuticals (IRWD) | 1.1 | $32M | 2.9M | 11.08 | |
NxStage Medical | 1.1 | $31M | 2.8M | 11.25 | |
Covidien | 0.9 | $27M | 460k | 57.74 | |
Shire | 0.9 | $25M | 274k | 92.18 | |
Dex (DXCM) | 0.8 | $22M | 1.6M | 13.59 | |
Affymax (AFFY) | 0.8 | $22M | 1.1M | 18.99 | |
Pharmacyclics | 0.8 | $21M | 371k | 57.78 | |
Given Imaging | 0.7 | $21M | 1.2M | 17.47 | |
Amarin Corporation | 0.7 | $20M | 2.5M | 8.09 | |
Teva Pharmaceutical Industries (TEVA) | 0.6 | $18M | 474k | 37.34 | |
Thoratec Corporation | 0.6 | $18M | 470k | 37.52 | |
NPS Pharmaceuticals | 0.6 | $16M | 1.8M | 9.10 | |
Elan Corporation | 0.6 | $16M | 1.6M | 10.21 | |
Dr. Reddy's Laboratories (RDY) | 0.5 | $15M | 453k | 33.29 | |
Aveo Pharmaceuticals | 0.5 | $14M | 1.7M | 8.05 | |
Sagent Pharmaceuticals | 0.5 | $13M | 799k | 16.09 | |
3SBio (SSRX) | 0.4 | $13M | 919k | 13.64 | |
Momenta Pharmaceuticals | 0.4 | $11M | 900k | 11.79 | |
Akorn | 0.4 | $10M | 780k | 13.36 | |
Seattle Genetics | 0.3 | $10M | 436k | 23.17 | |
Luminex Corporation | 0.3 | $10M | 594k | 16.80 | |
OraSure Technologies (OSUR) | 0.3 | $8.6M | 1.2M | 7.18 | |
Accuray | 0.2 | $7.0M | 1.1M | 6.43 | |
Halozyme Therapeutics (HALO) | 0.2 | $5.8M | 867k | 6.71 | |
Optimer Pharmaceuticals | 0.2 | $5.4M | 598k | 9.05 | |
St. Jude Medical | 0.2 | $4.9M | 136k | 36.14 | |
Novo Nordisk A/S (NVO) | 0.1 | $2.5M | 15k | 163.23 | |
Novartis (NVS) | 0.0 | $532k | 8.4k | 63.33 | |
Hospira | 0.0 | $235k | 7.5k | 31.25 | |
CHINA CORD Blood Corp | 0.0 | $204k | 78k | 2.61 |