Sectoral Asset Management as of Dec. 31, 2013
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 59 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Biogen Idec (BIIB) | 6.6 | $152M | 545k | 279.57 | |
| Gilead Sciences (GILD) | 6.3 | $146M | 1.9M | 75.10 | |
| Amgen (AMGN) | 6.2 | $144M | 1.3M | 114.08 | |
| Celgene Corporation | 5.2 | $119M | 706k | 168.97 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 4.0 | $92M | 1.2M | 74.30 | |
| Regeneron Pharmaceuticals (REGN) | 3.3 | $76M | 276k | 275.24 | |
| Halozyme Therapeutics (HALO) | 3.0 | $71M | 4.7M | 14.99 | |
| Theravance | 3.0 | $70M | 2.0M | 35.65 | |
| Shire | 2.9 | $66M | 469k | 141.29 | |
| Alexion Pharmaceuticals | 2.8 | $66M | 496k | 132.88 | |
| Allergan | 2.7 | $62M | 561k | 111.08 | |
| Incyte Corporation (INCY) | 2.6 | $60M | 1.2M | 50.63 | |
| Mylan | 2.6 | $59M | 1.4M | 43.40 | |
| Ironwood Pharmaceuticals (IRWD) | 2.5 | $59M | 5.1M | 11.61 | |
| Thermo Fisher Scientific (TMO) | 2.5 | $58M | 517k | 111.35 | |
| Merck & Co (MRK) | 2.4 | $55M | 1.1M | 50.05 | |
| Celldex Therapeutics | 2.3 | $54M | 2.2M | 24.21 | |
| NPS Pharmaceuticals | 2.3 | $54M | 1.8M | 30.36 | |
| Actavis | 2.2 | $52M | 307k | 168.00 | |
| ImmunoGen | 2.2 | $52M | 3.5M | 14.67 | |
| BioMarin Pharmaceutical (BMRN) | 2.2 | $50M | 714k | 70.35 | |
| Perrigo Company (PRGO) | 2.2 | $50M | 327k | 153.46 | |
| ISIS Pharmaceuticals | 2.1 | $49M | 1.2M | 39.84 | |
| Synageva Biopharma | 2.1 | $48M | 739k | 64.72 | |
| Oncomed Pharmaceuticals | 1.6 | $36M | 1.2M | 29.52 | |
| Keryx Biopharmaceuticals | 1.5 | $36M | 2.8M | 12.95 | |
| Clovis Oncology | 1.2 | $29M | 472k | 60.27 | |
| Portola Pharmaceuticals | 1.1 | $26M | 1.0M | 25.75 | |
| Boston Scientific Corporation (BSX) | 1.1 | $25M | 2.1M | 12.02 | |
| Intuitive Surgical (ISRG) | 1.1 | $25M | 66k | 384.09 | |
| Insmed (INSM) | 1.1 | $25M | 1.5M | 17.00 | |
| Abbvie (ABBV) | 1.1 | $25M | 473k | 52.81 | |
| Medivation | 1.1 | $25M | 389k | 63.82 | |
| Teva Pharmaceutical Industries (TEVA) | 1.1 | $25M | 614k | 40.08 | |
| Covidien | 1.1 | $25M | 363k | 68.10 | |
| Mallinckrodt Pub | 1.0 | $24M | 454k | 52.26 | |
| Illumina (ILMN) | 1.0 | $23M | 211k | 110.59 | |
| Akorn | 0.9 | $22M | 888k | 24.62 | |
| United Therapeutics Corporation (UTHR) | 0.9 | $21M | 182k | 113.08 | |
| Align Technology (ALGN) | 0.8 | $18M | 321k | 57.14 | |
| Dr. Reddy's Laboratories (RDY) | 0.8 | $18M | 434k | 41.03 | |
| Pharmacyclics | 0.8 | $18M | 168k | 105.78 | |
| Sagent Pharmaceuticals | 0.8 | $18M | 690k | 25.38 | |
| Seattle Genetics | 0.7 | $17M | 423k | 39.89 | |
| Momenta Pharmaceuticals | 0.7 | $16M | 895k | 17.68 | |
| HeartWare International | 0.7 | $16M | 166k | 93.90 | |
| Tornier Nv | 0.5 | $11M | 573k | 18.79 | |
| Accuray Incorporated (ARAY) | 0.3 | $7.6M | 868k | 8.70 | |
| NxStage Medical | 0.3 | $7.5M | 753k | 10.00 | |
| Dex (DXCM) | 0.2 | $5.7M | 160k | 35.41 | |
| Hologic (HOLX) | 0.2 | $5.4M | 240k | 22.35 | |
| Novo Nordisk A/S (NVO) | 0.2 | $3.7M | 20k | 184.74 | |
| Relypsa | 0.1 | $1.3M | 50k | 25.00 | |
| Novartis (NVS) | 0.0 | $973k | 12k | 80.41 | |
| Ptc Therapeutics I (PTCT) | 0.0 | $976k | 58k | 16.97 | |
| Karyopharm Therapeutics (KPTI) | 0.0 | $802k | 35k | 22.91 | |
| Acceleron Pharma | 0.0 | $389k | 9.8k | 39.58 | |
| Tandem Diabetes Care | 0.0 | $515k | 20k | 25.75 | |
| WuXi PharmaTech | 0.0 | $230k | 6.0k | 38.33 |
