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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 (2014Q2)
Portfolio Summary: 64 holdings with a total value of $2,360,081,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BIOGEN INC 561,379 177,008,000 7.50%
2 AMGEN INC 1,195,165 141,472,000 5.99%
3 GILEAD SCIENCES INC 1,499,116 124,292,000 5.27%
4 CELGENE CORP 1,250,672 107,408,000 4.55%
5 VERTEX PHARMACEUT 1,079,464 102,204,000 4.33%
6 INCYTE 1,571,452 88,693,000 3.76%
7 TEVA PHARMACEUTICAL INDS LTD 1,512,587 79,290,000 3.36%
8 ALEXION PHARMACEUTIC 489,108 76,423,000 3.24%
9 Mylan Inc 1,479,982 76,308,000 3.23%
10 ALLERGAN PLC 339,450 75,714,000 3.21%
11 BIOMARIN 1,168,504 72,693,000 3.08%
12 REGENERON PHARMACEUTICALS 227,900 64,375,000 2.73%
13 KERYX BIOPHARMACEUTICALS INCORPORATED 3,741,656 57,547,000 2.44%
14 SHIRE PLC 230,636 54,312,000 2.30%
15 SYNAGEVA BIOPHARMA CORP 516,445 54,123,000 2.29%
16 NPS Pharmaceuticals, Inc. 1,580,094 52,222,000 2.21%
17 THERMO FISHER SCIENTIFIC INC 440,300 51,955,000 2.20%
18 INNOVIVA INC COM 1,743,188 51,912,000 2.20%
19 PERRIGO CO PLC 351,368 51,215,000 2.17%
20 ILLUMINA INC 246,789 44,062,000 1.87%
21 HALOZYME THERAPEUTICS INC 4,389,682 43,370,000 1.84%
22 PTC THERAPEUTICS INC 1,551,274 40,550,000 1.72%
23 PORTOLA PHARMACEUTICALS INC 1,365,152 39,835,000 1.69%
24 INSMED INC COM PAR .01 1,985,738 39,675,000 1.68%
25 MALLINCKRODT PUB LTD CO SHS 481,564 38,535,000 1.63%
26 IMMUNOGEN INCORPORATED 3,218,276 38,137,000 1.62%
27 MERCK & CO INC 654,582 37,868,000 1.60%
28 Allergan plc 192,050 32,499,000 1.38%
29 ONCOMED PHARMACEUTICALS INC 1,392,485 32,445,000 1.37%
30 SAGENT PHARMACEUTICALS INC 1,059,306 27,394,000 1.16%
31 AKORN INC 759,643 25,258,000 1.07%
32 SEATTLE GENETICS INC 612,219 23,417,000 0.99%
33 DR REDDYS LABS LTD 509,917 22,003,000 0.93%
34 VALEANT PHARMACEUTICALS INTL 168,900 21,302,000 0.90%
35 Momenta Pharmaceuticals Inc 1,674,140 20,224,000 0.86%
36 ACCELERON PHARMA 589,053 20,010,000 0.85%
37 COVIDIEN PLC 218,422 19,697,000 0.83%
38 INTERCEPT PHARMACEUTICAL 73,993 17,509,000 0.74%
39 RELYPSA INC 712,973 17,340,000 0.73%
40 ALIGN TECHNOLOGY INC 294,356 16,496,000 0.70%
41 UNITED THERAPEUTICS 182,400 16,141,000 0.68%
42 INTUITIVE SURGICAL INC 38,983 16,053,000 0.68%
43 ABBVIE INC 271,741 15,337,000 0.65%
44 CHIMERIX INC 631,894 13,864,000 0.59%
45 BOSTON SCIENTIFIC CORP 1,043,587 13,327,000 0.56%
46 CLOVIS ONCOLOGY INC 314,952 13,042,000 0.55%
47 KARYOPHARM THERAPEUTICS INC COM 268,540 12,501,000 0.53%
48 DEXCOM 287,471 11,401,000 0.48%
49 WRIGHT MEDICAL GROUP N.V. 477,829 11,172,000 0.47%
50 Heartware International, Inc. 121,127 10,720,000 0.45%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-14-061102, filed 2014.08.14).

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.