Sectoral Asset Management as of March 31, 2020
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 65 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aprea Therapeutics | 9.8 | $51M | 1.5M | 34.76 | |
| Teladoc (TDOC) | 5.2 | $27M | 176k | 155.01 | |
| BioMarin Pharmaceutical (BMRN) | 3.0 | $16M | 184k | 84.50 | |
| Boston Scientific Corporation (BSX) | 3.0 | $16M | 474k | 32.63 | |
| Amicus Therapeutics (FOLD) | 2.8 | $14M | 1.6M | 9.24 | |
| Ptc Therapeutics I (PTCT) | 2.6 | $13M | 299k | 44.61 | |
| Tandem Diabetes Care (TNDM) | 2.4 | $13M | 195k | 64.35 | |
| Sarepta Therapeutics (SRPT) | 2.4 | $12M | 127k | 97.82 | |
| Seattle Genetics | 2.4 | $12M | 107k | 115.38 | |
| Exelixis (EXEL) | 2.3 | $12M | 708k | 17.22 | |
| Hill-Rom Holdings | 2.3 | $12M | 117k | 100.60 | |
| Fibrogen (FGEN) | 2.2 | $12M | 336k | 34.75 | |
| Biogen Idec (BIIB) | 2.2 | $11M | 36k | 316.38 | |
| Bristol Myers Squibb (BMY) | 2.1 | $11M | 192k | 55.74 | |
| Reata Pharmaceuticals Inc Cl A | 2.1 | $11M | 74k | 144.33 | |
| Immunomedics | 2.0 | $10M | 762k | 13.48 | |
| Apellis Pharmaceuticals (APLS) | 1.9 | $10M | 379k | 26.79 | |
| ACADIA Pharmaceuticals (ACAD) | 1.9 | $10M | 238k | 42.25 | |
| Tabula Rasa Healthcare | 1.8 | $9.2M | 176k | 52.29 | |
| Global Blood Therapeutics In | 1.7 | $9.1M | 177k | 51.09 | |
| Assembly Biosciences | 1.7 | $9.0M | 610k | 14.83 | |
| AtriCure (ATRC) | 1.7 | $8.6M | 257k | 33.59 | |
| Alnylam Pharmaceuticals (ALNY) | 1.6 | $8.5M | 78k | 108.86 | |
| Deciphera Pharmaceuticals (DCPH) | 1.6 | $8.4M | 204k | 41.17 | |
| R1 Rcm | 1.6 | $8.4M | 924k | 9.09 | |
| HMS Holdings | 1.6 | $8.1M | 320k | 25.27 | |
| Ppd | 1.5 | $8.0M | 447k | 17.81 | |
| Merck & Co (MRK) | 1.5 | $7.9M | 102k | 76.94 | |
| Uniqure Nv (QURE) | 1.5 | $7.8M | 163k | 47.45 | |
| AstraZeneca (AZN) | 1.4 | $7.4M | 166k | 44.66 | |
| Irhythm Technologies (IRTC) | 1.4 | $7.3M | 90k | 81.35 | |
| Evolent Health (EVH) | 1.4 | $7.3M | 1.3M | 5.43 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 1.4 | $7.3M | 445k | 16.33 | |
| Cigna Corp (CI) | 1.3 | $6.9M | 39k | 177.17 | |
| Silk Road Medical Inc Common (SILK) | 1.3 | $6.9M | 219k | 31.48 | |
| Teleflex Incorporated (TFX) | 1.3 | $6.8M | 23k | 292.84 | |
| Inspire Med Sys (INSP) | 1.3 | $6.8M | 113k | 60.28 | |
| Change Healthcare | 1.2 | $6.5M | 647k | 9.99 | |
| Abbvie (ABBV) | 1.2 | $6.4M | 84k | 76.19 | |
| Aerie Pharmaceuticals | 1.2 | $6.1M | 452k | 13.50 | |
| Abbott Laboratories (ABT) | 1.1 | $5.8M | 74k | 78.92 | |
| Pra Health Sciences | 1.1 | $5.8M | 70k | 83.04 | |
| Cardiovascular Systems | 1.1 | $5.7M | 162k | 35.21 | |
| Mirati Therapeutics | 1.1 | $5.7M | 74k | 76.87 | |
| Turning Point Therapeutics I | 1.0 | $5.3M | 118k | 44.66 | |
| Eli Lilly & Co. (LLY) | 0.9 | $4.9M | 35k | 138.72 | |
| UnitedHealth (UNH) | 0.9 | $4.9M | 20k | 249.38 | |
| Molecular Templates | 0.9 | $4.8M | 365k | 13.29 | |
| Gilead Sciences (GILD) | 0.9 | $4.8M | 64k | 74.75 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.7 | $3.8M | 16k | 237.96 | |
| Regeneron Pharmaceuticals (REGN) | 0.7 | $3.8M | 7.8k | 488.29 | |
| Medtronic (MDT) | 0.7 | $3.8M | 42k | 90.18 | |
| Nextcure (NXTC) | 0.7 | $3.7M | 99k | 37.07 | |
| Arcus Biosciences Incorporated (RCUS) | 0.7 | $3.6M | 261k | 13.88 | |
| Amgen (AMGN) | 0.6 | $2.9M | 14k | 202.74 | |
| Illumina (ILMN) | 0.5 | $2.4M | 8.9k | 273.12 | |
| Vocera Communications | 0.3 | $1.4M | 68k | 21.24 | |
| Incyte Corporation (INCY) | 0.2 | $1.2M | 17k | 73.24 | |
| Pfizer (PFE) | 0.2 | $1.1M | 35k | 32.63 | |
| Meiragtx Holdings (MGTX) | 0.2 | $867k | 65k | 13.43 | |
| Moderna (MRNA) | 0.1 | $659k | 22k | 29.95 | |
| Guardant Health (GH) | 0.1 | $644k | 9.3k | 69.62 | |
| Homology Medicines | 0.1 | $595k | 38k | 15.54 | |
| Crispr Therapeutics (CRSP) | 0.1 | $456k | 11k | 42.42 | |
| Dr. Reddy's Laboratories (RDY) | 0.1 | $297k | 7.4k | 40.39 |
