Sectoral Asset Management as of Dec. 31, 2019
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 65 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Aprea Therapeutics | 10.1 | $68M | 1.5M | 45.89 | |
Teladoc (TDOC) | 3.7 | $25M | 299k | 83.72 | |
Boston Scientific Corporation (BSX) | 3.5 | $23M | 518k | 45.22 | |
Tandem Diabetes Care (TNDM) | 3.0 | $20M | 342k | 59.61 | |
Amicus Therapeutics (FOLD) | 3.0 | $20M | 2.1M | 9.74 | |
BioMarin Pharmaceutical (BMRN) | 2.8 | $19M | 224k | 84.55 | |
Aerie Pharmaceuticals | 2.7 | $18M | 749k | 24.17 | |
Evolent Health (EVH) | 2.7 | $18M | 2.0M | 9.05 | |
AtriCure (ATRC) | 2.6 | $17M | 534k | 32.51 | |
Reata Pharmaceuticals Inc Cl A | 2.5 | $17M | 81k | 204.43 | |
Ptc Therapeutics I (PTCT) | 2.4 | $16M | 329k | 48.03 | |
Fibrogen (FGEN) | 2.4 | $16M | 367k | 42.89 | |
Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 2.3 | $16M | 758k | 20.58 | |
Inspire Med Sys (INSP) | 2.3 | $15M | 205k | 74.21 | |
R1 Rcm | 2.2 | $15M | 1.2M | 12.98 | |
Immunomedics | 2.2 | $15M | 692k | 21.16 | |
Portola Pharmaceuticals | 2.2 | $15M | 606k | 23.88 | |
Assembly Biosciences | 2.1 | $14M | 693k | 20.46 | |
Bristol Myers Squibb (BMY) | 2.1 | $14M | 220k | 64.19 | |
Hill-Rom Holdings | 2.1 | $14M | 123k | 113.53 | |
Apellis Pharmaceuticals (APLS) | 2.1 | $14M | 455k | 30.62 | |
Global Blood Therapeutics In | 2.1 | $14M | 175k | 79.49 | |
Vocera Communications | 1.8 | $12M | 586k | 20.76 | |
Teleflex Incorporated (TFX) | 1.6 | $11M | 29k | 376.43 | |
D Stemline Therapeutics | 1.6 | $11M | 1.0M | 10.63 | |
Cigna Corp (CI) | 1.6 | $11M | 52k | 204.48 | |
Merck & Co (MRK) | 1.5 | $10M | 113k | 90.95 | |
Alnylam Pharmaceuticals (ALNY) | 1.5 | $10M | 88k | 115.17 | |
Tabula Rasa Healthcare | 1.5 | $10M | 207k | 48.68 | |
Cardiovascular Systems | 1.5 | $10M | 206k | 48.59 | |
Biogen Idec (BIIB) | 1.4 | $9.7M | 33k | 296.72 | |
Irhythm Technologies (IRTC) | 1.4 | $9.4M | 138k | 68.09 | |
HMS Holdings | 1.3 | $8.9M | 300k | 29.60 | |
Eli Lilly & Co. (LLY) | 1.3 | $8.6M | 66k | 131.42 | |
AstraZeneca (AZN) | 1.2 | $7.9M | 158k | 49.86 | |
Pra Health Sciences | 1.2 | $7.8M | 70k | 111.15 | |
Zimmer Holdings (ZBH) | 1.1 | $7.4M | 49k | 149.69 | |
Sarepta Therapeutics (SRPT) | 1.1 | $7.3M | 57k | 129.03 | |
Nextcure (NXTC) | 1.1 | $7.0M | 125k | 56.33 | |
Silk Road Medical Inc Common | 1.0 | $6.9M | 170k | 40.38 | |
Abbott Laboratories (ABT) | 1.0 | $6.7M | 77k | 86.85 | |
Uniqure Nv (QURE) | 0.9 | $6.3M | 88k | 71.66 | |
Medtronic (MDT) | 0.9 | $6.3M | 55k | 113.45 | |
ACADIA Pharmaceuticals (ACAD) | 0.9 | $6.2M | 145k | 42.78 | |
UnitedHealth (UNH) | 0.9 | $6.1M | 21k | 294.00 | |
Molecular Templates | 0.9 | $6.1M | 433k | 13.99 | |
Change Healthcare | 0.9 | $5.9M | 363k | 16.39 | |
Amgen (AMGN) | 0.6 | $4.0M | 16k | 241.05 | |
Thermo Fisher Scientific (TMO) | 0.6 | $3.8M | 12k | 324.85 | |
Blueprint Medicines (BPMC) | 0.5 | $3.6M | 45k | 80.11 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $3.5M | 16k | 218.97 | |
Gilead Sciences (GILD) | 0.5 | $3.3M | 51k | 64.99 | |
Illumina (ILMN) | 0.5 | $3.2M | 9.8k | 331.69 | |
Alexion Pharmaceuticals | 0.4 | $2.7M | 25k | 108.15 | |
Evelo Biosciences | 0.4 | $2.6M | 633k | 4.06 | |
Vericel (VCEL) | 0.4 | $2.4M | 138k | 17.40 | |
Meiragtx Holdings (MGTX) | 0.3 | $1.9M | 93k | 20.02 | |
Seattle Genetics | 0.3 | $1.7M | 15k | 114.27 | |
Agios Pharmaceuticals (AGIO) | 0.2 | $1.6M | 34k | 47.74 | |
Incyte Corporation (INCY) | 0.2 | $1.3M | 15k | 87.33 | |
Phasebio Pharmaceuticals | 0.2 | $1.1M | 178k | 6.11 | |
Homology Medicines | 0.1 | $904k | 44k | 20.70 | |
Dr. Reddy's Laboratories (RDY) | 0.1 | $631k | 16k | 40.57 | |
Sage Therapeutics (SAGE) | 0.1 | $552k | 7.7k | 72.16 | |
Unum Therapeutics Ord | 0.0 | $106k | 147k | 0.72 |