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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 (2014Q3)
Portfolio Summary: 66 holdings with a total value of $2,376,271,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BIOGEN INC 514,406 170,171,000 7.16%
2 AMGEN INC 1,177,201 165,350,000 6.96%
3 GILEAD SCIENCES INC 1,309,916 139,441,000 5.87%
4 CELGENE CORP 1,364,772 129,353,000 5.44%
5 BIOMARIN 1,379,000 99,509,000 4.19%
6 Mylan Inc 2,159,851 98,252,000 4.13%
7 TEVA PHARMACEUTICAL INDS LTD 1,708,191 91,815,000 3.86%
8 ALLERGAN PLC 347,850 83,929,000 3.53%
9 REGENERON PHARMACEUTICALS 227,800 82,126,000 3.46%
10 ALEXION PHARMACEUTIC 487,408 80,822,000 3.40%
11 INCYTE 1,631,812 80,040,000 3.37%
12 THERMO FISHER SCIENTIFIC INC 524,600 63,844,000 2.69%
13 PTC THERAPEUTICS INC 1,322,398 58,199,000 2.45%
14 PERRIGO CO PLC 367,568 55,205,000 2.32%
15 MALLINCKRODT PUB LTD CO SHS 600,464 54,132,000 2.28%
16 KERYX BIOPHARMACEUTICALS INCORPORATED 3,615,126 49,708,000 2.09%
17 Allergan plc 273,650 48,762,000 2.05%
18 NPS Pharmaceuticals, Inc. 1,726,824 44,897,000 1.89%
19 HALOZYME THERAPEUTICS INC 4,558,982 41,487,000 1.75%
20 SYNAGEVA BIOPHARMA CORP 602,345 41,429,000 1.74%
21 DR REDDYS LABS LTD 734,947 38,621,000 1.63%
22 VERTEX PHARMACEUT 329,897 37,051,000 1.56%
23 PORTOLA PHARMACEUTICALS INC 1,412,350 35,704,000 1.50%
24 MEDIVATION INC 336,878 33,307,000 1.40%
25 ONCOMED PHARMACEUTICALS INC 1,694,517 32,077,000 1.35%
26 SAGENT PHARMACEUTICALS INC 1,029,472 32,017,000 1.35%
27 ABBVIE INC 444,107 25,652,000 1.08%
28 PFIZER INC 823,949 24,364,000 1.03%
29 Momenta Pharmaceuticals Inc 2,134,440 24,205,000 1.02%
30 IMMUNOGEN INCORPORATED 2,269,597 24,035,000 1.01%
31 UNITED THERAPEUTICS 182,400 23,466,000 0.99%
32 CHIMERIX INC 842,149 23,260,000 0.98%
33 SEATTLE GENETICS INC 609,819 22,673,000 0.95%
34 ACCELERON PHARMA 726,424 21,967,000 0.92%
35 INSMED INC COM PAR .01 1,625,323 21,210,000 0.89%
36 AKORN INC 584,643 21,205,000 0.89%
37 COVIDIEN PLC 232,358 20,101,000 0.85%
38 SHIRE PLC 71,536 18,531,000 0.78%
39 INTERCEPT PHARMACEUTICAL 77,893 18,436,000 0.78%
40 INTUITIVE SURGICAL INC 37,476 17,307,000 0.73%
41 KARYOPHARM THERAPEUTICS INC COM 488,342 17,063,000 0.72%
42 INNOVIVA INC COM 971,438 16,602,000 0.70%
43 RELYPSA INC 738,573 15,577,000 0.66%
44 ALIGN TECHNOLOGY INC 268,360 13,869,000 0.58%
45 VALEANT PHARMACEUTICALS INTL 95,400 12,516,000 0.53%
46 BOSTON SCIENTIFIC CORP 1,047,166 12,367,000 0.52%
47 NXSTAGE MED INC COM 881,732 11,577,000 0.49%
48 WRIGHT MEDICAL GROUP N.V. 469,023 11,210,000 0.47%
49 DEXCOM 276,266 11,048,000 0.46%
50 Heartware International, Inc. 138,849 10,779,000 0.45%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-14-080151, filed 2014.11.13).

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.