Sectoral Asset Management as of June 30, 2011
Portfolio Holdings for Sectoral Asset Management
Sectoral Asset Management holds 62 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amgen (AMGN) | 7.6 | $231M | 4.0M | 58.35 | |
| Celgene Corporation | 6.5 | $199M | 3.3M | 60.32 | |
| Biogen Idec (BIIB) | 5.7 | $172M | 1.6M | 106.92 | |
| Mylan | 4.6 | $139M | 5.6M | 24.67 | |
| InterMune | 4.4 | $134M | 3.7M | 35.85 | |
| BioMarin Pharmaceutical (BMRN) | 4.3 | $130M | 4.8M | 27.21 | |
| United Therapeutics Corporation (UTHR) | 3.9 | $118M | 2.1M | 55.10 | |
| Onyx Pharmaceuticals | 3.8 | $114M | 3.2M | 35.30 | |
| Hospira | 3.7 | $113M | 2.0M | 56.66 | |
| Medtronic | 3.6 | $109M | 2.8M | 38.53 | |
| Ariad Pharmaceuticals | 3.3 | $100M | 8.8M | 11.33 | |
| Life Technologies | 3.3 | $99M | 1.9M | 52.07 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.6 | $78M | 1.5M | 51.99 | |
| Teva Pharmaceutical Industries (TEVA) | 2.4 | $73M | 1.5M | 48.22 | |
| Dendreon Corporation | 2.3 | $69M | 1.7M | 39.44 | |
| Varian Medical Systems | 2.2 | $68M | 971k | 70.02 | |
| Gilead Sciences (GILD) | 2.2 | $66M | 1.6M | 41.41 | |
| St. Jude Medical | 2.1 | $65M | 1.4M | 47.68 | |
| Stryker Corporation (SYK) | 1.6 | $50M | 854k | 58.69 | |
| Pharmasset | 1.6 | $50M | 444k | 112.20 | |
| Incyte Corporation (INCY) | 1.6 | $50M | 2.6M | 18.94 | |
| Luminex Corporation | 1.6 | $50M | 2.4M | 20.90 | |
| Illumina (ILMN) | 1.6 | $49M | 654k | 75.15 | |
| Alexion Pharmaceuticals | 1.6 | $49M | 1.0M | 47.03 | |
| Align Technology (ALGN) | 1.6 | $48M | 2.1M | 22.80 | |
| Human Genome Sciences | 1.5 | $47M | 1.9M | 24.54 | |
| Sequenom | 1.4 | $44M | 5.8M | 7.55 | |
| Perrigo Company | 1.2 | $38M | 434k | 87.87 | |
| Auxilium Pharmaceuticals | 1.2 | $36M | 1.8M | 19.60 | |
| Savient Pharmaceuticals | 1.1 | $35M | 4.7M | 7.49 | |
| Given Imaging | 1.0 | $32M | 1.5M | 20.35 | |
| Dex (DXCM) | 1.0 | $30M | 2.1M | 14.49 | |
| Shire | 0.9 | $29M | 307k | 94.21 | |
| Optimer Pharmaceuticals | 0.9 | $28M | 2.4M | 11.89 | |
| AMAG Pharmaceuticals | 0.9 | $28M | 1.5M | 18.80 | |
| Thoratec Corporation | 0.8 | $26M | 787k | 32.82 | |
| Watson Pharmaceuticals | 0.8 | $26M | 374k | 68.73 | |
| AVEO Pharmaceuticals | 0.8 | $25M | 1.2M | 20.61 | |
| Medivation | 0.8 | $24M | 1.1M | 21.43 | |
| HeartWare International | 0.7 | $22M | 298k | 74.08 | |
| Targacept | 0.7 | $21M | 995k | 21.07 | |
| 3SBio (SSRX) | 0.7 | $20M | 1.2M | 17.43 | |
| Dr. Reddy's Laboratories (RDY) | 0.6 | $20M | 572k | 34.33 | |
| Theravance | 0.5 | $17M | 743k | 22.21 | |
| Sagent Pharmaceuticals | 0.3 | $8.7M | 324k | 26.98 | |
| Trius Therapeutics | 0.3 | $8.2M | 1.0M | 7.92 | |
| Pharmacyclics | 0.3 | $7.8M | 746k | 10.44 | |
| Endocyte | 0.2 | $7.6M | 529k | 14.32 | |
| Insulet Corporation (PODD) | 0.2 | $7.2M | 326k | 22.17 | |
| Anthera Pharmaceuticals | 0.2 | $5.4M | 657k | 8.17 | |
| Abbott Laboratories (ABT) | 0.2 | $5.2M | 99k | 52.62 | |
| Novo Nordisk A/S (NVO) | 0.1 | $4.3M | 35k | 125.27 | |
| Cardionet | 0.1 | $4.1M | 766k | 5.31 | |
| BioSpecifics Technologies | 0.1 | $3.5M | 157k | 22.40 | |
| D Fluidigm Corp Del (LAB) | 0.1 | $2.9M | 175k | 16.77 | |
| Nanosphere | 0.1 | $2.2M | 1.2M | 1.81 | |
| MAP Pharmaceuticals | 0.1 | $1.7M | 109k | 15.97 | |
| Novartis (NVS) | 0.1 | $2.0M | 32k | 61.11 | |
| ArQule | 0.1 | $1.5M | 236k | 6.25 | |
| Affymax (AFFY) | 0.0 | $874k | 127k | 6.87 | |
| Mindray Medical International | 0.0 | $511k | 18k | 28.08 | |
| CHINA CORD Blood Corp | 0.0 | $516k | 159k | 3.25 |
