Sectoral Asset Management

Sectoral Asset Management as of March 31, 2013

Portfolio Holdings for Sectoral Asset Management

Sectoral Asset Management holds 56 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vertex Pharmaceuticals Incorporated (VRTX) 5.9 $192M 3.5M 54.97
Incyte Corporation (INCY) 5.6 $183M 7.8M 23.41
Gilead Sciences (GILD) 5.0 $164M 3.3M 48.94
Biogen Idec (BIIB) 4.5 $147M 761k 192.62
Mylan 4.3 $141M 4.9M 28.95
BioMarin Pharmaceutical (BMRN) 4.1 $134M 2.1M 62.26
Onyx Pharmaceuticals 4.0 $132M 1.5M 88.86
Edwards Lifesciences (EW) 3.9 $127M 1.5M 82.16
Actavis 3.2 $106M 1.1M 92.11
Illumina (ILMN) 2.9 $95M 1.8M 53.98
Celgene Corporation 2.9 $94M 810k 115.91
ImmunoGen (IMGN) 2.8 $90M 5.6M 16.07
Align Tech 2.7 $87M 2.6M 33.51
Amgen 2.6 $86M 834k 102.51
Perrigo Company 2.6 $84M 710k 118.74
Boston Scientific Corporation (BSX) 2.5 $82M 11M 7.81
Medivation 2.5 $81M 1.7M 46.76
Eli Lilly & Co. (LLY) 2.3 $76M 1.3M 56.79
Ariad Pharmaceuticals 2.3 $74M 4.1M 18.08
United Therapeutics Corporation (UTHR) 2.2 $72M 1.2M 60.87
Varian Medical Systems 2.2 $72M 993k 72.00
Ironwood Pharmaceuticals (IRWD) 2.1 $68M 3.7M 18.28
Merck & Co (MRK) 2.0 $64M 1.4M 44.23
Theravance 1.9 $63M 2.6M 23.62
Hologic (HOLX) 1.8 $60M 2.6M 22.60
HeartWare International 1.6 $53M 597k 88.41
Life Technologies 1.5 $47M 733k 64.63
Valeant Pharmaceuticals Int 1.4 $46M 617k 75.02
D Alexion Pharmaceutic Als Inc C Common Stock 0 1.4 $45M 486k 92.14
InterMune 1.3 $43M 4.8M 9.05
Regeneron Pharmaceuticals (REGN) 1.2 $41M 231k 176.40
NxStage Medical 1.2 $40M 3.5M 11.28
Aveo Pharmaceuticals 1.2 $38M 5.2M 7.35
Covidien 1.0 $31M 459k 67.84
Pharmacyclics 0.9 $30M 372k 80.41
Dex (DXCM) 0.8 $27M 1.6M 16.72
Shire 0.8 $26M 281k 91.36
Sequenom 0.8 $25M 5.9M 4.15
NPS Pharmaceuticals 0.7 $24M 2.3M 10.20
Thoratec Corporation 0.5 $18M 470k 37.50
Seattle Genetics 0.5 $16M 437k 35.50
Teva Pharmaceutical Industries (TEVA) 0.5 $15M 383k 39.68
Dr. Reddy's Laboratories (RDY) 0.4 $14M 441k 32.35
Amarin Corporation 0.4 $13M 1.8M 7.41
Given Imaging 0.3 $11M 699k 16.35
Sagent Pharmaceuticals 0.3 $11M 651k 17.55
Akorn 0.3 $11M 795k 13.83
Momenta Pharmaceuticals 0.3 $11M 805k 13.34
3SBio (SSRX) 0.3 $11M 713k 15.20
Achillion Pharmaceuticals 0.3 $10M 1.2M 8.75
Halozyme Therapeutics (HALO) 0.3 $9.7M 1.7M 5.77
OraSure Technologies (OSUR) 0.3 $8.6M 1.6M 5.40
Accuray 0.2 $5.2M 1.1M 4.64
Novo Nordisk A/S (NVO) 0.1 $1.8M 11k 161.49
Novartis (NVS) 0.0 $584k 8.2k 71.22
CHINA CORD Blood Corp 0.0 $229k 78k 2.93