Sectoral Asset Management as of Sept. 30, 2014
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 66 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Biogen Idec (BIIB) | 7.2 | $170M | 514k | 330.81 | |
Amgen (AMGN) | 7.0 | $165M | 1.2M | 140.46 | |
Gilead Sciences (GILD) | 5.9 | $139M | 1.3M | 106.45 | |
Celgene Corporation | 5.4 | $129M | 1.4M | 94.78 | |
BioMarin Pharmaceutical (BMRN) | 4.2 | $100M | 1.4M | 72.16 | |
Mylan | 4.1 | $98M | 2.2M | 45.49 | |
Teva Pharmaceutical Industries (TEVA) | 3.9 | $92M | 1.7M | 53.75 | |
Actavis | 3.5 | $84M | 348k | 241.28 | |
Regeneron Pharmaceuticals (REGN) | 3.5 | $82M | 228k | 360.52 | |
Alexion Pharmaceuticals | 3.4 | $81M | 487k | 165.82 | |
Incyte Corporation (INCY) | 3.4 | $80M | 1.6M | 49.05 | |
Thermo Fisher Scientific (TMO) | 2.7 | $64M | 525k | 121.70 | |
Ptc Therapeutics I (PTCT) | 2.5 | $58M | 1.3M | 44.01 | |
Perrigo Company (PRGO) | 2.3 | $55M | 368k | 150.19 | |
Mallinckrodt Pub | 2.3 | $54M | 601k | 90.15 | |
Keryx Biopharmaceuticals | 2.1 | $50M | 3.6M | 13.75 | |
Allergan | 2.0 | $49M | 274k | 178.19 | |
NPS Pharmaceuticals | 1.9 | $45M | 1.7M | 26.00 | |
Halozyme Therapeutics (HALO) | 1.8 | $42M | 4.6M | 9.10 | |
Synageva Biopharma | 1.7 | $41M | 602k | 68.78 | |
Dr. Reddy's Laboratories (RDY) | 1.6 | $39M | 735k | 52.55 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 1.6 | $37M | 330k | 112.31 | |
Portola Pharmaceuticals | 1.5 | $36M | 1.4M | 25.28 | |
Medivation | 1.4 | $33M | 337k | 98.87 | |
Sagent Pharmaceuticals | 1.4 | $32M | 1.0M | 31.10 | |
Oncomed Pharmaceuticals | 1.4 | $32M | 1.7M | 18.93 | |
Abbvie (ABBV) | 1.1 | $26M | 444k | 57.76 | |
Pfizer (PFE) | 1.0 | $24M | 824k | 29.57 | |
Momenta Pharmaceuticals | 1.0 | $24M | 2.1M | 11.34 | |
ImmunoGen | 1.0 | $24M | 2.3M | 10.59 | |
United Therapeutics Corporation (UTHR) | 1.0 | $24M | 182k | 128.65 | |
Chimerix (CMRX) | 1.0 | $23M | 842k | 27.62 | |
Seattle Genetics | 0.9 | $23M | 610k | 37.18 | |
Acceleron Pharma | 0.9 | $22M | 726k | 30.24 | |
Akorn | 0.9 | $21M | 585k | 36.27 | |
Insmed (INSM) | 0.9 | $21M | 1.6M | 13.05 | |
Covidien | 0.8 | $20M | 232k | 86.51 | |
Shire | 0.8 | $19M | 72k | 259.04 | |
Intercept Pharmaceuticals In | 0.8 | $18M | 78k | 236.68 | |
Intuitive Surgical (ISRG) | 0.7 | $17M | 38k | 461.82 | |
Karyopharm Therapeutics (KPTI) | 0.7 | $17M | 488k | 34.94 | |
Theravance | 0.7 | $17M | 971k | 17.09 | |
Relypsa | 0.7 | $16M | 739k | 21.09 | |
Align Technology (ALGN) | 0.6 | $14M | 268k | 51.68 | |
Valeant Pharmaceuticals Int | 0.5 | $13M | 95k | 131.19 | |
Boston Scientific Corporation (BSX) | 0.5 | $12M | 1.0M | 11.81 | |
NxStage Medical | 0.5 | $12M | 882k | 13.13 | |
Tornier Nv | 0.5 | $11M | 469k | 23.90 | |
Dex (DXCM) | 0.5 | $11M | 276k | 39.99 | |
HeartWare International | 0.5 | $11M | 139k | 77.63 | |
CIGNA Corporation | 0.4 | $9.4M | 103k | 90.69 | |
Amphastar Pharmaceuticals (AMPH) | 0.3 | $7.7M | 660k | 11.65 | |
Novo Nordisk A/S (NVO) | 0.3 | $7.0M | 147k | 47.62 | |
Inogen (INGN) | 0.2 | $5.2M | 252k | 20.61 | |
Cymabay Therapeutics | 0.2 | $4.8M | 709k | 6.84 | |
Novartis (NVS) | 0.2 | $3.9M | 42k | 94.13 | |
Ambit Bioscience | 0.1 | $2.3M | 146k | 15.40 | |
Immune Design | 0.1 | $1.7M | 95k | 17.66 | |
Tandem Diabetes Care | 0.1 | $1.4M | 101k | 13.42 | |
Amicus Therapeutics (FOLD) | 0.1 | $1.2M | 200k | 5.95 | |
Eleven Biotherapeutics | 0.1 | $1.3M | 113k | 11.14 | |
Alder Biopharmaceuticals | 0.1 | $1.1M | 89k | 12.68 | |
Proqr Thrapeutics N V shs euro (PRQR) | 0.1 | $1.2M | 70k | 17.19 | |
WuXi PharmaTech | 0.0 | $661k | 19k | 35.02 | |
Prosensa Hldgs B V Shs Usd | 0.0 | $794k | 94k | 8.43 | |
Anthera Pharmaceutcls | 0.0 | $476k | 248k | 1.92 |