Sectoral Asset Management as of Sept. 30, 2018
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 168 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amicus Therapeutics (FOLD) | 6.2 | $59M | 4.9M | 12.09 | |
| Aerie Pharmaceuticals | 5.1 | $48M | 778k | 61.55 | |
| Apellis Pharmaceuticals (APLS) | 3.9 | $36M | 2.0M | 17.78 | |
| Alnylam Pharmaceuticals (ALNY) | 3.6 | $34M | 384k | 87.52 | |
| La Jolla Pharmaceuticl Com Par | 3.5 | $33M | 1.6M | 20.13 | |
| Array BioPharma | 3.4 | $32M | 2.1M | 15.20 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 3.1 | $29M | 2.0M | 14.74 | |
| Teladoc (TDOC) | 2.9 | $27M | 312k | 86.35 | |
| Celgene Corporation | 2.7 | $25M | 281k | 89.49 | |
| K2m Group Holdings | 2.6 | $25M | 907k | 27.37 | |
| EXACT Sciences Corporation (EXAS) | 2.2 | $21M | 261k | 78.92 | |
| Gilead Sciences (GILD) | 2.2 | $21M | 266k | 77.21 | |
| Pfizer (PFE) | 2.1 | $20M | 450k | 44.07 | |
| Portola Pharmaceuticals | 2.1 | $20M | 745k | 26.63 | |
| Novartis (NVS) | 2.1 | $20M | 227k | 86.16 | |
| Johnson & Johnson (JNJ) | 2.0 | $19M | 139k | 138.17 | |
| Adamas Pharmaceuticals | 1.9 | $18M | 903k | 20.02 | |
| BioMarin Pharmaceutical (BMRN) | 1.9 | $18M | 185k | 96.97 | |
| Acceleron Pharma | 1.8 | $17M | 299k | 57.23 | |
| Immunomedics | 1.7 | $16M | 771k | 20.83 | |
| Evolent Health (EVH) | 1.7 | $16M | 564k | 28.40 | |
| UnitedHealth (UNH) | 1.6 | $15M | 58k | 266.03 | |
| Bristol Myers Squibb (BMY) | 1.6 | $15M | 241k | 62.08 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.6 | $15M | 77k | 192.74 | |
| Irhythm Technologies (IRTC) | 1.4 | $14M | 145k | 94.66 | |
| Clovis Oncology | 1.4 | $13M | 443k | 29.37 | |
| Wright Medical Group Nv | 1.4 | $13M | 448k | 29.02 | |
| Abiomed | 1.4 | $13M | 29k | 449.73 | |
| Medtronic (MDT) | 1.4 | $13M | 131k | 98.37 | |
| Hill-Rom Holdings | 1.3 | $13M | 133k | 94.40 | |
| Alexion Pharmaceuticals | 1.3 | $12M | 88k | 139.01 | |
| Unum Therapeutics Ord | 1.1 | $11M | 1.0M | 10.30 | |
| Insulet Corporation (PODD) | 1.1 | $10M | 96k | 105.95 | |
| Alder Biopharmaceuticals | 1.1 | $10M | 610k | 16.65 | |
| Obseva Sa | 1.1 | $10M | 565k | 18.03 | |
| Viewray (VRAYQ) | 1.1 | $9.9M | 1.1M | 9.36 | |
| Boston Scientific Corporation (BSX) | 1.0 | $9.7M | 251k | 38.50 | |
| CIGNA Corporation | 1.0 | $9.7M | 47k | 208.25 | |
| Ptc Therapeutics I (PTCT) | 1.0 | $9.6M | 204k | 47.00 | |
| Global Blood Therapeutics In | 1.0 | $9.0M | 238k | 38.00 | |
| Savara (SVRA) | 1.0 | $9.0M | 807k | 11.16 | |
| AtriCure (ATRC) | 0.9 | $8.8M | 251k | 35.03 | |
| Abbott Laboratories (ABT) | 0.8 | $8.0M | 109k | 73.36 | |
| Vocera Communications | 0.8 | $8.0M | 217k | 36.58 | |
| R1 Rcm | 0.8 | $7.5M | 736k | 10.16 | |
| Intec Pharma | 0.7 | $6.6M | 1.2M | 5.65 | |
| Ra Pharmaceuticals | 0.7 | $6.3M | 349k | 18.09 | |
| Albireo Pharma | 0.7 | $6.2M | 190k | 32.96 | |
| Eli Lilly & Co. (LLY) | 0.6 | $6.0M | 56k | 107.31 | |
| Madrigal Pharmaceuticals (MDGL) | 0.6 | $5.5M | 26k | 214.12 | |
| Meiragtx Holdings (MGTX) | 0.6 | $5.5M | 408k | 13.60 | |
| Sage Therapeutics (SAGE) | 0.6 | $5.2M | 37k | 141.24 | |
| Nektar Therapeutics (NKTR) | 0.5 | $5.0M | 82k | 60.96 | |
| Evelo Biosciences | 0.5 | $5.0M | 407k | 12.18 | |
| Nightstar Therapeutics | 0.5 | $4.9M | 238k | 20.43 | |
| Masimo Corporation (MASI) | 0.5 | $4.4M | 35k | 124.55 | |
| Sarepta Therapeutics (SRPT) | 0.5 | $4.4M | 27k | 161.52 | |
| Agios Pharmaceuticals (AGIO) | 0.5 | $4.3M | 56k | 77.13 | |
| Esperion Therapeutics (ESPR) | 0.5 | $4.3M | 96k | 44.37 | |
| Spring Bk Pharmaceuticals In | 0.4 | $3.5M | 292k | 12.05 | |
| Homology Medicines | 0.3 | $3.3M | 144k | 22.86 | |
| Molecular Templates | 0.2 | $1.9M | 350k | 5.39 | |
| Tandem Diabetes Care (TNDM) | 0.2 | $1.8M | 43k | 42.85 | |
| Beigene (BGNE) | 0.2 | $1.7M | 9.9k | 172.26 | |
| Allergan | 0.2 | $1.5M | 7.8k | 190.45 | |
| Clementia | 0.1 | $1.4M | 123k | 11.15 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | 4.5k | 244.01 | |
| Seattle Genetics | 0.1 | $1.0M | 13k | 77.15 | |
| Hutchison China Meditech (HCM) | 0.1 | $1.0M | 32k | 32.19 | |
| Anthem (ELV) | 0.1 | $929k | 3.4k | 273.96 | |
| Invitae (NVTAQ) | 0.1 | $956k | 57k | 16.73 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $836k | 6.8k | 122.89 | |
| Alkermes (ALKS) | 0.1 | $874k | 21k | 42.46 | |
| Zai Lab (ZLAB) | 0.1 | $876k | 45k | 19.48 | |
| Incyte Corporation (INCY) | 0.1 | $768k | 11k | 69.11 | |
| Becton, Dickinson and (BDX) | 0.1 | $787k | 3.0k | 261.03 | |
| Dr. Reddy's Laboratories (RDY) | 0.1 | $747k | 22k | 34.59 | |
| Hca Holdings (HCA) | 0.1 | $735k | 5.3k | 139.05 | |
| Ultragenyx Pharmaceutical (RARE) | 0.1 | $691k | 9.0k | 76.38 | |
| Edwards Lifesciences | 0.1 | $645k | 3.7k | 174.09 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $554k | 1.4k | 404.38 | |
| WellCare Health Plans | 0.1 | $603k | 1.9k | 320.57 | |
| Biogen Idec (BIIB) | 0.1 | $587k | 1.7k | 353.19 | |
| Loxo Oncology | 0.1 | $546k | 3.2k | 170.89 | |
| Mylan Nv | 0.1 | $524k | 14k | 36.57 | |
| McKesson Corporation (MCK) | 0.1 | $510k | 3.8k | 132.74 | |
| athenahealth | 0.1 | $498k | 3.7k | 133.73 | |
| Cerus Corporation (CERS) | 0.1 | $437k | 61k | 7.21 | |
| Bluebird Bio (BLUE) | 0.1 | $432k | 3.0k | 146.09 | |
| Heron Therapeutics (HRTX) | 0.1 | $482k | 15k | 31.62 | |
| Coherus Biosciences (CHRS) | 0.1 | $462k | 28k | 16.51 | |
| Dermira | 0.1 | $457k | 42k | 10.91 | |
| Cardinal Health (CAH) | 0.0 | $333k | 6.2k | 53.96 | |
| Universal Health Services (UHS) | 0.0 | $359k | 2.8k | 127.71 | |
| Intuitive Surgical (ISRG) | 0.0 | $359k | 626.00 | 573.48 | |
| Stryker Corporation (SYK) | 0.0 | $367k | 2.1k | 177.64 | |
| Danaher Corporation (DHR) | 0.0 | $386k | 3.6k | 108.55 | |
| HMS Holdings | 0.0 | $404k | 12k | 32.83 | |
| Momenta Pharmaceuticals | 0.0 | $354k | 14k | 26.30 | |
| Kalvista Pharmaceuticals (KALV) | 0.0 | $388k | 18k | 22.11 | |
| Sierra Oncology | 0.0 | $343k | 202k | 1.70 | |
| Arena Pharmaceuticals | 0.0 | $332k | 7.2k | 46.06 | |
| Akcea Therapeutics Inc equities | 0.0 | $363k | 10k | 35.05 | |
| Baxter International (BAX) | 0.0 | $254k | 3.3k | 77.02 | |
| AstraZeneca (AZN) | 0.0 | $281k | 7.1k | 39.58 | |
| GlaxoSmithKline | 0.0 | $293k | 7.3k | 40.14 | |
| Shire | 0.0 | $236k | 1.3k | 181.54 | |
| Zimmer Holdings (ZBH) | 0.0 | $276k | 2.1k | 131.49 | |
| Humana (HUM) | 0.0 | $321k | 949.00 | 338.25 | |
| Medicines Company | 0.0 | $288k | 9.6k | 29.96 | |
| Centene Corporation (CNC) | 0.0 | $303k | 2.1k | 144.98 | |
| Rigel Pharmaceuticals (RIGL) | 0.0 | $317k | 99k | 3.21 | |
| Ironwood Pharmaceuticals (IRWD) | 0.0 | $284k | 15k | 18.44 | |
| Acelrx Pharmaceuticals | 0.0 | $284k | 74k | 3.85 | |
| Icon (ICLR) | 0.0 | $274k | 1.8k | 153.93 | |
| D Stemline Therapeutics | 0.0 | $308k | 19k | 16.61 | |
| Retrophin | 0.0 | $288k | 10k | 28.70 | |
| Revance Therapeutics (RVNC) | 0.0 | $279k | 11k | 24.84 | |
| Theravance Biopharma (TBPH) | 0.0 | $260k | 7.9k | 32.72 | |
| Intersect Ent | 0.0 | $294k | 10k | 28.75 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $249k | 3.4k | 72.85 | |
| Blueprint Medicines (BPMC) | 0.0 | $327k | 4.2k | 78.15 | |
| Regenxbio Inc equity us cm (RGNX) | 0.0 | $267k | 3.5k | 75.57 | |
| Steris | 0.0 | $275k | 2.4k | 114.30 | |
| Myokardia | 0.0 | $264k | 4.1k | 65.17 | |
| Syneos Health | 0.0 | $250k | 4.8k | 51.64 | |
| Teva Pharmaceutical Industries (TEVA) | 0.0 | $218k | 10k | 21.54 | |
| Aetna | 0.0 | $232k | 1.1k | 202.97 | |
| NuVasive | 0.0 | $211k | 3.0k | 70.92 | |
| ImmunoGen | 0.0 | $199k | 21k | 9.47 | |
| OraSure Technologies (OSUR) | 0.0 | $195k | 13k | 15.47 | |
| BioDelivery Sciences International | 0.0 | $152k | 54k | 2.79 | |
| Antares Pharma | 0.0 | $159k | 47k | 3.36 | |
| Endocyte | 0.0 | $233k | 13k | 17.73 | |
| Biolinerx Ltd-spons | 0.0 | $212k | 198k | 1.07 | |
| Chemocentryx | 0.0 | $225k | 18k | 12.63 | |
| Mei Pharma | 0.0 | $192k | 45k | 4.31 | |
| Cytokinetics (CYTK) | 0.0 | $153k | 16k | 9.82 | |
| Five Prime Therapeutics | 0.0 | $194k | 14k | 13.94 | |
| Ikang Healthcare Group- | 0.0 | $208k | 12k | 18.07 | |
| Marinus Pharmaceuticals | 0.0 | $168k | 17k | 10.00 | |
| Cymabay Therapeutics | 0.0 | $170k | 15k | 11.06 | |
| Abeona Therapeutics | 0.0 | $162k | 13k | 12.78 | |
| Cytomx Therapeutics (CTMX) | 0.0 | $186k | 10k | 18.49 | |
| Kura Oncology (KURA) | 0.0 | $207k | 12k | 17.54 | |
| Clearside Biomedical (CLSD) | 0.0 | $160k | 26k | 6.16 | |
| Iovance Biotherapeutics (IOVA) | 0.0 | $146k | 13k | 11.27 | |
| G1 Therapeutics (GTHX) | 0.0 | $202k | 3.9k | 52.37 | |
| Amneal Pharmaceuticals (AMRX) | 0.0 | $201k | 9.0k | 22.23 | |
| Protalix BioTherapeutics | 0.0 | $72k | 100k | 0.72 | |
| Progenics Pharmaceuticals | 0.0 | $113k | 18k | 6.28 | |
| AVEO Pharmaceuticals | 0.0 | $119k | 36k | 3.31 | |
| Tetraphase Pharmaceuticals | 0.0 | $110k | 40k | 2.76 | |
| Conatus Pharmaceuticals | 0.0 | $60k | 10k | 5.79 | |
| Quotient | 0.0 | $133k | 18k | 7.54 | |
| Paratek Pharmaceuticals | 0.0 | $124k | 13k | 9.73 | |
| Aduro Biotech | 0.0 | $139k | 19k | 7.35 | |
| Cidara Therapeutics Inc Common Stock Usd 0.0001 (CDTX) | 0.0 | $112k | 25k | 4.40 | |
| Corvus Pharmaceuticals (CRVS) | 0.0 | $108k | 13k | 8.58 | |
| Aeglea Biotherapeutics | 0.0 | $124k | 13k | 9.57 | |
| Flamel Technologies Sa (AVDL) | 0.0 | $67k | 15k | 4.40 | |
| Cti Biopharma | 0.0 | $70k | 32k | 2.17 | |
| Nabriva Therapeutics | 0.0 | $103k | 38k | 2.69 | |
| Protagonist Therapeutics | 0.0 | $117k | 11k | 10.26 | |
| Genocea Biosciences | 0.0 | $26k | 33k | 0.79 | |
| Agile Therapeutics | 0.0 | $16k | 45k | 0.36 | |
| Sunesis Pharmaceuticals Inc Ne | 0.0 | $24k | 12k | 2.00 | |
| Soleno Therapeutics | 0.0 | $47k | 22k | 2.18 |
