Sectoral Asset Management as of Sept. 30, 2019
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 63 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Teladoc (TDOC) | 6.1 | $36M | 526k | 67.72 | |
| Amicus Therapeutics (FOLD) | 4.8 | $28M | 3.4M | 8.02 | |
| Tandem Diabetes Care (TNDM) | 4.4 | $26M | 433k | 58.98 | |
| Apellis Pharmaceuticals (APLS) | 4.1 | $24M | 997k | 24.09 | |
| Wright Medical Group Nv | 3.8 | $22M | 1.1M | 20.63 | |
| Aerie Pharmaceuticals | 3.6 | $21M | 1.1M | 19.22 | |
| Shockwave Med (SWAV) | 3.0 | $17M | 573k | 29.93 | |
| Inspire Med Sys (INSP) | 2.8 | $16M | 263k | 61.02 | |
| Gilead Sciences (GILD) | 2.7 | $16M | 247k | 63.38 | |
| Alnylam Pharmaceuticals (ALNY) | 2.6 | $15M | 184k | 80.42 | |
| Portola Pharmaceuticals | 2.5 | $15M | 547k | 26.82 | |
| Bristol Myers Squibb (BMY) | 2.5 | $14M | 281k | 50.71 | |
| Irhythm Technologies (IRTC) | 2.4 | $14M | 188k | 74.11 | |
| Novartis (NVS) | 2.2 | $13M | 148k | 86.90 | |
| Ptc Therapeutics I (PTCT) | 2.2 | $13M | 377k | 33.82 | |
| Fibrogen (FGEN) | 2.1 | $12M | 334k | 36.98 | |
| Immunomedics | 2.1 | $12M | 910k | 13.26 | |
| Vocera Communications | 2.0 | $12M | 479k | 24.65 | |
| Global Blood Therapeutics In | 2.0 | $12M | 241k | 48.52 | |
| Evolent Health (EVH) | 2.0 | $11M | 1.6M | 7.19 | |
| AtriCure (ATRC) | 1.9 | $11M | 448k | 24.94 | |
| Ra Pharmaceuticals | 1.8 | $11M | 451k | 23.65 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 1.8 | $10M | 905k | 11.48 | |
| La Jolla Pharmaceuticl Com Par | 1.8 | $10M | 1.2M | 8.80 | |
| Merck & Co (MRK) | 1.7 | $9.9M | 118k | 84.18 | |
| BioMarin Pharmaceutical (BMRN) | 1.6 | $9.6M | 142k | 67.40 | |
| Cigna Corp (CI) | 1.6 | $9.5M | 62k | 151.80 | |
| Hill-Rom Holdings | 1.6 | $9.3M | 88k | 105.23 | |
| Zimmer Holdings (ZBH) | 1.6 | $9.1M | 67k | 137.27 | |
| Boston Scientific Corporation (BSX) | 1.6 | $9.0M | 222k | 40.69 | |
| Acceleron Pharma | 1.6 | $9.0M | 228k | 39.51 | |
| R1 Rcm | 1.5 | $8.8M | 990k | 8.93 | |
| Medtronic (MDT) | 1.4 | $7.9M | 73k | 108.62 | |
| Abbott Laboratories (ABT) | 1.3 | $7.3M | 87k | 83.67 | |
| D Stemline Therapeutics | 1.2 | $7.1M | 678k | 10.41 | |
| Assembly Biosciences | 1.2 | $7.1M | 720k | 9.83 | |
| Pfizer (PFE) | 1.1 | $6.6M | 184k | 35.93 | |
| Tabula Rasa Healthcare | 1.1 | $6.6M | 121k | 54.94 | |
| Sarepta Therapeutics (SRPT) | 1.1 | $6.4M | 84k | 75.32 | |
| Eli Lilly & Co. (LLY) | 1.1 | $6.2M | 56k | 111.83 | |
| Obseva Sa | 0.9 | $5.4M | 643k | 8.33 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $5.3M | 18k | 291.26 | |
| Forty Seven | 0.9 | $5.2M | 814k | 6.42 | |
| Change Healthcare | 0.8 | $4.9M | 406k | 12.08 | |
| Evelo Biosciences | 0.8 | $4.5M | 733k | 6.10 | |
| Alexion Pharmaceuticals | 0.6 | $3.6M | 37k | 97.93 | |
| Viewray (VRAYQ) | 0.6 | $3.6M | 1.2M | 2.90 | |
| Meiragtx Holdings (MGTX) | 0.6 | $3.3M | 205k | 15.95 | |
| Albireo Pharma | 0.5 | $2.9M | 147k | 20.00 | |
| HMS Holdings | 0.5 | $2.7M | 78k | 34.47 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $2.4M | 14k | 169.43 | |
| Unum Therapeutics Ord | 0.4 | $2.2M | 1.5M | 1.44 | |
| Molecular Templates | 0.3 | $1.9M | 295k | 6.59 | |
| Savara (SVRA) | 0.3 | $1.9M | 710k | 2.65 | |
| Urogen Pharma (URGN) | 0.3 | $1.5M | 65k | 23.82 | |
| Dr. Reddy's Laboratories (RDY) | 0.3 | $1.5M | 39k | 37.90 | |
| Agios Pharmaceuticals (AGIO) | 0.2 | $1.5M | 45k | 32.40 | |
| Sage Therapeutics (SAGE) | 0.2 | $1.5M | 11k | 140.29 | |
| Homology Medicines | 0.2 | $1.3M | 74k | 18.10 | |
| Uniqure Nv (QURE) | 0.2 | $1.2M | 30k | 39.36 | |
| Spring Bk Pharmaceuticals In | 0.2 | $952k | 277k | 3.44 | |
| Allergan | 0.1 | $808k | 4.8k | 168.33 | |
| Phasebio Pharmaceuticals (PHASQ) | 0.1 | $817k | 196k | 4.17 |
