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Institutional Investment Manager
SECTORAL ASSET MANAGEMENT INC
SECTORAL ASSET MANAGEMENT INC (CIK: 0001274413), located at 1010 Sherbrooke St., West, Montreal, A8. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Portfolio Summary: 64 holdings with a total value of $2,431,061,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 AMGEN INC 1,405,062 173,300,000 7.13%
2 BIOGEN INC 536,393 164,067,000 6.75%
3 GILEAD SCIENCES INC 2,057,416 145,788,000 6.00%
4 THERMO FISHER SCIENTIFIC INC 785,500 94,449,000 3.89%
5 REGENERON PHARMACEUTICALS 307,400 92,306,000 3.80%
6 VERTEX PHARMACEUT 1,276,741 90,291,000 3.71%
7 ALEXION PHARMACEUTIC 548,008 83,368,000 3.43%
8 CELGENE CORP 566,236 79,047,000 3.25%
9 TEVA PHARMACEUTICAL INDS LTD 1,441,992 76,195,000 3.13%
10 INCYTE 1,403,160 75,097,000 3.09%
11 HALOZYME THERAPEUTICS INC 5,355,488 68,041,000 2.80%
12 Mylan Inc 1,390,697 67,908,000 2.79%
13 BIOMARIN 927,406 63,258,000 2.60%
14 Allergan plc 496,548 61,622,000 2.53%
15 ALLERGAN PLC 293,950 60,510,000 2.49%
16 KERYX BIOPHARMACEUTICALS INCORPORATED 3,537,590 60,281,000 2.48%
17 SHIRE PLC 391,197 58,104,000 2.39%
18 INNOVIVA INC COM 1,851,088 57,273,000 2.36%
19 IRONWOOD PHARMACEUTICALS INC COM CL A 4,642,182 57,192,000 2.35%
20 IMMUNOGEN INCORPORATED 3,623,786 54,103,000 2.23%
21 ONCOMED PHARMACEUTICALS INC 1,347,642 45,348,000 1.87%
22 AEGERION PHARMACEUTICALS INC 934,100 43,137,000 1.77%
23 NPS Pharmaceuticals, Inc. 1,408,729 42,163,000 1.73%
24 SYNAGEVA BIOPHARMA CORP 465,145 38,593,000 1.59%
25 IONIS PHARMACEUTICAL 882,101 38,116,000 1.57%
26 MERCK & CO INC 667,537 37,896,000 1.56%
27 ILLUMINA INC 244,989 36,420,000 1.50%
28 CLOVIS ONCOLOGY INC 493,400 34,178,000 1.41%
29 PORTOLA PHARMACEUTICALS INC 1,212,245 31,397,000 1.29%
30 MALLINCKRODT PUB LTD CO SHS 452,764 28,710,000 1.18%
31 FOREST LABS INC COM 270,100 24,922,000 1.03%
32 CELLDEX THERAPEUTICS INC NEW 1,408,908 24,895,000 1.02%
33 PTC THERAPEUTICS INC 947,902 24,778,000 1.02%
34 INTERCEPT PHARMACEUTICAL 74,493 24,567,000 1.01%
35 SAGENT PHARMACEUTICALS INC 1,038,504 24,270,000 1.00%
36 INSMED INC COM PAR .01 1,172,121 22,317,000 0.92%
37 UNITED THERAPEUTICS 234,400 22,041,000 0.91%
38 SEATTLE GENETICS INC 442,819 20,175,000 0.83%
39 DR REDDYS LABS LTD 431,612 18,948,000 0.78%
40 VALEANT PHARMACEUTICALS INTL 128,800 16,980,000 0.70%
41 AKORN INC 761,443 16,752,000 0.69%
42 COVIDIEN PLC 209,876 15,459,000 0.64%
43 INTUITIVE SURGICAL INC 32,408 14,194,000 0.58%
44 ABBVIE INC 273,979 14,083,000 0.58%
45 BOSTON SCIENTIFIC CORP 1,019,221 13,780,000 0.57%
46 Momenta Pharmaceuticals Inc 1,110,797 12,941,000 0.53%
47 ALIGN TECHNOLOGY INC 197,072 10,206,000 0.42%
48 WRIGHT MEDICAL GROUP N.V. 442,801 9,396,000 0.39%
49 Heartware International, Inc. 99,241 9,307,000 0.38%
50 NXSTAGE MED INC COM 496,465 6,325,000 0.26%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-14-038454, filed 2014.05.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.