Sectoral Asset Management

Sectoral Asset Management as of Dec. 31, 2023

Portfolio Holdings for Sectoral Asset Management

Sectoral Asset Management holds 104 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Eli Lilly & Co. (LLY) 6.7 $16M 27k 582.92
UnitedHealth (UNH) 4.3 $10M 19k 526.47
Merck & Co (MRK) 3.7 $8.7M 80k 109.02
Johnson & Johnson (JNJ) 3.6 $8.4M 54k 156.74
Amgen (AMGN) 3.6 $8.3M 29k 288.02
Abbott Laboratories (ABT) 3.3 $7.6M 69k 110.07
Abbvie (ABBV) 3.1 $7.2M 46k 154.97
Pfizer (PFE) 2.3 $5.5M 189k 28.79
Boston Scientific Corporation (BSX) 2.3 $5.3M 92k 57.81
Mineralys Therapeutics (MLYS) 2.2 $5.2M 606k 8.60
BioMarin Pharmaceutical (BMRN) 2.1 $4.8M 50k 96.42
Thermo Fisher Scientific (TMO) 2.1 $4.8M 9.0k 530.79
Alnylam Pharmaceuticals (ALNY) 1.9 $4.3M 23k 191.41
Biogen Idec (BIIB) 1.8 $4.1M 16k 258.77
Iqvia Holdings (IQV) 1.7 $3.8M 17k 231.38
Argenx Se Spn Adr (ARGX) 1.6 $3.8M 10k 380.43
Humana (HUM) 1.6 $3.8M 8.2k 457.81
Vertex Pharmaceuticals Incorporated (VRTX) 1.6 $3.8M 9.2k 406.89
Dex (DXCM) 1.6 $3.6M 29k 124.09
Edgewise Therapeutics (EWTX) 1.5 $3.6M 328k 10.94
Danaher Corporation (DHR) 1.5 $3.5M 15k 231.34
Regeneron Pharmaceuticals (REGN) 1.5 $3.4M 3.8k 878.29
Gilead Sciences (GILD) 1.4 $3.3M 41k 81.01
Medtronic SHS (MDT) 1.4 $3.3M 40k 82.38
Annexon (ANNX) 1.3 $3.0M 651k 4.54
Icon SHS (ICLR) 1.2 $2.9M 10k 283.07
4d Molecular Therapeutics In (FDMT) 1.2 $2.9M 143k 20.26
Insulet Corporation (PODD) 1.2 $2.8M 13k 216.98
Arvinas Ord (ARVN) 1.2 $2.7M 66k 41.16
Sutro Biopharma (STRO) 1.2 $2.7M 624k 4.29
Replimune Group (REPL) 1.1 $2.6M 305k 8.43
Travere Therapeutics (TVTX) 1.1 $2.5M 275k 8.99
Goodrx Hldgs (GDRX) 1.1 $2.4M 364k 6.70
Acelyrin (SLRN) 1.0 $2.4M 326k 7.46
Iteos Therapeutics (ITOS) 1.0 $2.4M 220k 10.95
Amicus Therapeutics (FOLD) 1.0 $2.2M 157k 14.19
Option Care Health (OPCH) 0.9 $2.2M 64k 33.69
Pmv Pharmaceuticals (PMVP) 0.9 $2.1M 686k 3.10
Privia Health Group (PRVA) 0.9 $2.1M 90k 23.03
Sarepta Therapeutics (SRPT) 0.9 $2.1M 22k 96.43
Allakos (ALLK) 0.9 $2.1M 752k 2.73
Axonics Modulation Technolog (AXNX) 0.9 $2.0M 33k 62.23
Syndax Pharmaceuticals (SNDX) 0.9 $2.0M 92k 21.61
CONMED Corporation (CNMD) 0.9 $2.0M 18k 109.51
Uniqure SHS (QURE) 0.9 $2.0M 293k 6.77
Silverback Therapeutics (SPRY) 0.8 $1.9M 355k 5.48
Altimmune (ALT) 0.8 $1.9M 171k 11.25
Vera Therapeutics Cl A (VERA) 0.8 $1.9M 124k 15.38
Eyepoint Pharmaceuticals (EYPT) 0.8 $1.9M 81k 23.11
Arcus Biosciences Incorporated (RCUS) 0.8 $1.9M 97k 19.10
Spdr Ser Tr S&p Biotech (XBI) 0.8 $1.8M 20k 89.29
Moonlake Immunothera Class A (MLTX) 0.8 $1.8M 30k 60.39
Astrazeneca Spn Adr (AZN) 0.8 $1.8M 26k 67.35
Bioatla (BCAB) 0.7 $1.7M 706k 2.46
Prothena Corp SHS (PRTA) 0.7 $1.7M 47k 36.34
Edwards Lifesciences (EW) 0.7 $1.7M 22k 76.25
Verastem (VSTM) 0.7 $1.7M 203k 8.14
Iovance Biotherapeutics (IOVA) 0.7 $1.6M 199k 8.13
Moderna (MRNA) 0.7 $1.6M 16k 99.45
Turnstone Biologics Corp (TSBX) 0.6 $1.3M 518k 2.54
Amylyx Pharmaceuticals (AMLX) 0.5 $1.2M 84k 14.72
Graphite Bio 0.5 $1.2M 442k 2.62
Effector Therapeutics 0.5 $1.1M 2.4M 0.47
Illumina (ILMN) 0.4 $919k 6.6k 139.24
Karuna Therapeutics Ord 0.3 $707k 2.2k 316.51
Sanofi Spn Adr (SNY) 0.3 $701k 14k 49.73
Beigene Spn Adr 0.3 $677k 3.8k 180.36
Incyte Corporation (INCY) 0.3 $635k 10k 62.79
United Therapeutics Corporation (UTHR) 0.3 $619k 2.8k 219.89
Neurocrine Biosciences (NBIX) 0.3 $586k 4.4k 131.76
Cytokinetics (CYTK) 0.3 $586k 7.0k 83.49
Royalty Pharma Shs Class A (RPRX) 0.2 $578k 21k 28.09
Ascendis Pharma A S Spn Adr (ASND) 0.2 $559k 4.4k 125.95
Fusion Pharmaceuticals 0.2 $551k 57k 9.61
Intra Cellular Therapies (ITCI) 0.2 $531k 7.4k 71.62
ImmunoGen 0.2 $531k 18k 29.65
Bridgebio Pharma (BBIO) 0.2 $523k 13k 40.37
Vaxcyte (PCVX) 0.2 $506k 8.1k 62.80
Jazz Pharma Shs Usd (JAZZ) 0.2 $504k 4.1k 123.00
ACADIA Pharmaceuticals (ACAD) 0.2 $472k 15k 31.31
Insmed (INSM) 0.2 $428k 14k 30.99
Alkermes SHS (ALKS) 0.2 $425k 15k 27.74
Medpace Hldgs (MEDP) 0.2 $420k 1.4k 306.53
Roivant Sciences SHS (ROIV) 0.2 $409k 37k 11.23
Revolution Medicines (RVMD) 0.2 $393k 14k 28.68
Biontech Se Spn Adr (BNTX) 0.2 $393k 3.7k 105.54
Mirati Therapeutics 0.2 $380k 6.5k 58.75
Rocket Pharmaceuticals (RCKT) 0.2 $368k 12k 29.97
Exelixis (EXEL) 0.1 $336k 14k 23.99
Ionis Pharmaceuticals (IONS) 0.1 $328k 6.5k 50.59
Dr Reddys Labs Adr (RDY) 0.1 $313k 4.5k 69.58
Apellis Pharmaceuticals (APLS) 0.1 $313k 5.2k 59.86
Intellia Therapeutics (NTLA) 0.1 $284k 9.3k 30.49
Madrigal Pharmaceuticals (MDGL) 0.1 $278k 1.2k 231.38
Denali Therapeutics (DNLI) 0.1 $276k 13k 21.46
Olema Pharmaceuticals (OLMA) 0.1 $270k 19k 14.03
Arrowhead Pharmaceuticals (ARWR) 0.1 $250k 8.2k 30.60
Blueprint Medicines (BPMC) 0.1 $228k 2.5k 92.24
Halozyme Therapeutics (HALO) 0.1 $223k 6.0k 36.96
Legend Biotech Corp Spn Adr (LEGN) 0.1 $181k 3.0k 60.17
Structure Therapeu Spn Adr (GPCR) 0.1 $139k 3.4k 40.76
Zentalis Pharmaceuticals (ZNTL) 0.0 $111k 7.4k 15.15
Zai Lab Adr (ZLAB) 0.0 $109k 4.0k 27.33
Summit Therapeutics (SMMT) 0.0 $78k 30k 2.61