Sectoral Asset Management as of March 31, 2014
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 64 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amgen (AMGN) | 7.1 | $173M | 1.4M | 123.34 | |
| Biogen Idec (BIIB) | 6.8 | $164M | 536k | 305.87 | |
| Gilead Sciences (GILD) | 6.0 | $146M | 2.1M | 70.86 | |
| Thermo Fisher Scientific (TMO) | 3.9 | $94M | 786k | 120.24 | |
| Regeneron Pharmaceuticals (REGN) | 3.8 | $92M | 307k | 300.28 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.7 | $90M | 1.3M | 70.72 | |
| Alexion Pharmaceuticals | 3.4 | $83M | 548k | 152.13 | |
| Celgene Corporation | 3.2 | $79M | 566k | 139.60 | |
| Teva Pharmaceutical Industries (TEVA) | 3.1 | $76M | 1.4M | 52.84 | |
| Incyte Corporation (INCY) | 3.1 | $75M | 1.4M | 53.52 | |
| Halozyme Therapeutics (HALO) | 2.8 | $68M | 5.4M | 12.70 | |
| Mylan | 2.8 | $68M | 1.4M | 48.83 | |
| BioMarin Pharmaceutical (BMRN) | 2.6 | $63M | 927k | 68.21 | |
| Allergan | 2.5 | $62M | 497k | 124.10 | |
| Actavis | 2.5 | $61M | 294k | 205.85 | |
| Keryx Biopharmaceuticals | 2.5 | $60M | 3.5M | 17.04 | |
| Shire | 2.4 | $58M | 391k | 148.53 | |
| Theravance | 2.4 | $57M | 1.9M | 30.94 | |
| Ironwood Pharmaceuticals (IRWD) | 2.4 | $57M | 4.6M | 12.32 | |
| ImmunoGen | 2.2 | $54M | 3.6M | 14.93 | |
| Oncomed Pharmaceuticals | 1.9 | $45M | 1.3M | 33.65 | |
| Aegerion Pharmaceuticals | 1.8 | $43M | 934k | 46.18 | |
| NPS Pharmaceuticals | 1.7 | $42M | 1.4M | 29.93 | |
| Synageva Biopharma | 1.6 | $39M | 465k | 82.97 | |
| ISIS Pharmaceuticals | 1.6 | $38M | 882k | 43.21 | |
| Merck & Co (MRK) | 1.6 | $38M | 668k | 56.77 | |
| Illumina (ILMN) | 1.5 | $36M | 245k | 148.66 | |
| Clovis Oncology | 1.4 | $34M | 493k | 69.27 | |
| Portola Pharmaceuticals | 1.3 | $31M | 1.2M | 25.90 | |
| Mallinckrodt Pub | 1.2 | $29M | 453k | 63.41 | |
| Forest Laboratories | 1.0 | $25M | 270k | 92.27 | |
| Celldex Therapeutics | 1.0 | $25M | 1.4M | 17.67 | |
| Ptc Therapeutics I (PTCT) | 1.0 | $25M | 948k | 26.14 | |
| Intercept Pharmaceuticals In | 1.0 | $25M | 75k | 329.79 | |
| Sagent Pharmaceuticals | 1.0 | $24M | 1.0M | 23.37 | |
| Insmed (INSM) | 0.9 | $22M | 1.2M | 19.04 | |
| United Therapeutics Corporation (UTHR) | 0.9 | $22M | 234k | 94.03 | |
| Seattle Genetics | 0.8 | $20M | 443k | 45.56 | |
| Dr. Reddy's Laboratories (RDY) | 0.8 | $19M | 432k | 43.90 | |
| Valeant Pharmaceuticals Int | 0.7 | $17M | 129k | 131.83 | |
| Akorn | 0.7 | $17M | 761k | 22.00 | |
| Covidien | 0.6 | $16M | 210k | 73.66 | |
| Intuitive Surgical (ISRG) | 0.6 | $14M | 32k | 437.98 | |
| Abbvie (ABBV) | 0.6 | $14M | 274k | 51.40 | |
| Boston Scientific Corporation (BSX) | 0.6 | $14M | 1.0M | 13.52 | |
| Momenta Pharmaceuticals | 0.5 | $13M | 1.1M | 11.65 | |
| Align Technology (ALGN) | 0.4 | $10M | 197k | 51.79 | |
| Tornier Nv | 0.4 | $9.4M | 443k | 21.22 | |
| HeartWare International | 0.4 | $9.3M | 99k | 93.78 | |
| Novo Nordisk A/S (NVO) | 0.3 | $6.2M | 137k | 45.65 | |
| NxStage Medical | 0.3 | $6.3M | 497k | 12.74 | |
| Accuray Incorporated (ARAY) | 0.2 | $4.6M | 484k | 9.60 | |
| Inogen (INGN) | 0.2 | $4.7M | 283k | 16.51 | |
| Dex (DXCM) | 0.1 | $3.0M | 71k | 41.36 | |
| Novartis (NVS) | 0.1 | $2.7M | 31k | 85.03 | |
| Anthera Pharmaceutcls | 0.0 | $742k | 222k | 3.35 | |
| Five Prime Therapeutics | 0.0 | $636k | 32k | 19.65 | |
| Tandem Diabetes Care | 0.0 | $665k | 30k | 22.09 | |
| Glycomimetics (GLYC) | 0.0 | $728k | 45k | 16.33 | |
| Eleven Biotherapeutics | 0.0 | $812k | 50k | 16.24 | |
| Tekmira Pharmaceuticals Corporation | 0.0 | $591k | 28k | 21.49 | |
| Lpath | 0.0 | $601k | 127k | 4.75 | |
| Aquinox Pharmaceuticals | 0.0 | $382k | 30k | 12.73 | |
| WuXi PharmaTech | 0.0 | $247k | 6.7k | 36.92 |
