Sectoral Asset Management as of Dec. 31, 2010
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 88 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amgen | 6.8 | $210M | 3.8M | 54.90 | |
| Celgene Corporation | 6.3 | $196M | 3.3M | 59.14 | |
| United Therapeutics Corporation (UTHR) | 6.2 | $192M | 3.0M | 63.22 | |
| Onyx Pharmaceuticals | 4.6 | $142M | 3.9M | 36.87 | |
| Merck & Co (MRK) | 4.3 | $134M | 3.7M | 36.04 | |
| Mylan | 4.3 | $133M | 6.3M | 21.13 | |
| BioMarin Pharmaceutical (BMRN) | 4.1 | $127M | 4.7M | 26.93 | |
| Teva Pharmaceutical Industries (TEVA) | 4.1 | $125M | 2.4M | 52.13 | |
| Genzyme Corporation | 4.0 | $125M | 1.8M | 71.20 | |
| InterMune | 3.8 | $117M | 3.2M | 36.40 | |
| Abbott Laboratories | 3.4 | $106M | 2.2M | 47.91 | |
| Life Technologies | 2.9 | $90M | 1.6M | 55.50 | |
| Medtronic | 2.8 | $86M | 2.3M | 37.09 | |
| St. Jude Medical | 2.6 | $80M | 1.9M | 42.75 | |
| Gilead Sciences (GILD) | 2.5 | $78M | 2.2M | 36.24 | |
| Human Genome Sciences | 2.2 | $68M | 2.8M | 23.89 | |
| Dendreon Corporation | 2.1 | $64M | 1.8M | 34.92 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.1 | $64M | 1.8M | 35.03 | |
| Illumina (ILMN) | 1.8 | $57M | 898k | 63.34 | |
| Luminex Corporation | 1.8 | $57M | 3.1M | 18.28 | |
| D Alexion Pharmaceutic Als Inc C Common Stock 0 | 1.8 | $55M | 684k | 80.55 | |
| Varian Medical Systems | 1.7 | $54M | 776k | 69.28 | |
| Thoratec Corporation | 1.7 | $52M | 1.8M | 28.32 | |
| Auxilium Pharmaceuticals | 1.6 | $49M | 2.3M | 21.10 | |
| Hospira | 1.6 | $48M | 866k | 55.69 | |
| Align Tech | 1.4 | $44M | 2.2M | 19.54 | |
| Savient Pharmaceuticals | 1.3 | $41M | 3.7M | 11.14 | |
| Targacept | 1.2 | $37M | 1.4M | 26.50 | |
| Medivation | 1.1 | $35M | 2.3M | 15.17 | |
| Stryker Corporation (SYK) | 1.1 | $35M | 654k | 53.70 | |
| Myriad Genetics (MYGN) | 1.1 | $33M | 1.4M | 22.84 | |
| Perrigo Company | 1.0 | $31M | 488k | 63.33 | |
| Dex (DXCM) | 1.0 | $31M | 2.3M | 13.65 | |
| AMAG Pharmaceuticals | 0.9 | $27M | 1.5M | 18.10 | |
| Incyte Corporation (INCY) | 0.8 | $24M | 1.4M | 16.56 | |
| Shire | 0.7 | $23M | 317k | 72.38 | |
| Micromet | 0.7 | $22M | 2.7M | 8.12 | |
| Watson Pharmaceuticals | 0.7 | $22M | 420k | 51.65 | |
| Given Imaging | 0.7 | $22M | 1.5M | 14.64 | |
| XenoPort | 0.6 | $19M | 2.2M | 8.52 | |
| Dr. Reddy's Laboratories (RDY) | 0.5 | $17M | 447k | 36.96 | |
| Cardiome Pharma Corp | 0.5 | $16M | 2.4M | 6.42 | |
| Pharmasset | 0.5 | $15M | 336k | 43.56 | |
| 3SBio (SSRX) | 0.5 | $14M | 943k | 15.18 | |
| BioMimetic Therapeutics | 0.3 | $8.7M | 688k | 12.70 | |
| Affymax (AFFY) | 0.2 | $7.7M | 1.2M | 6.65 | |
| Pharmacyclics | 0.2 | $4.9M | 804k | 6.08 | |
| Novo Nordisk A/S (NVO) | 0.1 | $4.6M | 41k | 112.57 | |
| Johnson & Johnson (JNJ) | 0.1 | $3.9M | 64k | 61.85 | |
| Ariad Pharmaceuticals | 0.1 | $4.0M | 782k | 5.10 | |
| Biospecifics Tech | 0.1 | $4.0M | 157k | 25.60 | |
| Cardionet | 0.1 | $3.7M | 800k | 4.68 | |
| Imris (IMRSQ) | 0.1 | $3.7M | 647k | 5.72 | |
| Pfizer (PFE) | 0.1 | $3.3M | 186k | 17.51 | |
| Anthera Pharmaceuticals | 0.1 | $3.2M | 657k | 4.88 | |
| NeurogesX | 0.1 | $2.6M | 414k | 6.36 | |
| MAP Pharmaceuticals | 0.1 | $2.2M | 130k | 16.74 | |
| Trius Therapeutics | 0.1 | $2.2M | 600k | 3.71 | |
| Sanofi-Aventis SA (SNY) | 0.1 | $1.6M | 49k | 32.23 | |
| Novartis (NVS) | 0.0 | $1.3M | 23k | 58.95 | |
| Eli Lilly & Co. (LLY) | 0.0 | $839k | 24k | 35.03 | |
| Bristol Myers Squibb (BMY) | 0.0 | $1.0M | 40k | 26.47 | |
| UnitedHealth (UNH) | 0.0 | $964k | 27k | 36.10 | |
| Curis | 0.0 | $809k | 409k | 1.98 | |
| Medco Health Solutions | 0.0 | $626k | 10k | 61.25 | |
| Covidien | 0.0 | $566k | 12k | 45.63 | |
| Endo Pharmaceuticals | 0.0 | $493k | 14k | 35.72 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $521k | 9.4k | 55.33 | |
| WellPoint | 0.0 | $580k | 10k | 56.86 | |
| Express Scripts | 0.0 | $647k | 12k | 54.08 | |
| Allergan Inc Com Stk | 0.0 | $641k | 9.3k | 68.67 | |
| Baxter Intl Inc Com Stk | 0.0 | $720k | 14k | 50.61 | |
| Ym Biosciences | 0.0 | $601k | 258k | 2.33 | |
| Cardinal Health (CAH) | 0.0 | $317k | 8.3k | 38.25 | |
| Edwards Lifesciences (EW) | 0.0 | $257k | 3.2k | 80.79 | |
| Boston Scientific Corporation (BSX) | 0.0 | $283k | 37k | 7.56 | |
| Laboratory Corp. of America Holdings (LH) | 0.0 | $209k | 2.4k | 87.93 | |
| AmerisourceBergen (COR) | 0.0 | $222k | 6.5k | 34.18 | |
| Aetna | 0.0 | $300k | 9.8k | 30.52 | |
| McKesson Corporation (MCK) | 0.0 | $435k | 6.2k | 70.46 | |
| CIGNA Corporation | 0.0 | $236k | 6.4k | 36.73 | |
| Intuitive Surgical (ISRG) | 0.0 | $388k | 1.5k | 257.47 | |
| Biogen Idec (BIIB) | 0.0 | $398k | 5.9k | 67.00 | |
| Forest Laboratories | 0.0 | $221k | 6.9k | 31.93 | |
| Zimmer Holdings (ZBH) | 0.0 | $283k | 5.3k | 53.59 | |
| Humana (HUM) | 0.0 | $214k | 3.9k | 54.65 | |
| Bard C R Inc Com Stk | 0.0 | $215k | 2.3k | 91.76 | |
| BECTON DICKINSON & CO Com Stk | 0.0 | $446k | 5.3k | 84.44 |
