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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 (2014Q4)
Portfolio Summary: 64 holdings with a total value of $2,229,435,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BIOGEN INC 439,428 149,164,000 6.69%
2 AMGEN INC 894,473 142,481,000 6.39%
3 CELGENE CORP 1,134,258 126,878,000 5.69%
4 BIOMARIN 1,253,243 113,293,000 5.08%
5 INCYTE 1,332,814 97,442,000 4.37%
6 Mylan Inc 1,519,368 85,647,000 3.84%
7 TEVA PHARMACEUTICAL INDS LTD 1,380,888 79,415,000 3.56%
8 REGENERON PHARMACEUTICALS 185,685 76,177,000 3.42%
9 ALEXION PHARMACEUTIC 385,624 71,352,000 3.20%
10 ALLERGAN PLC 256,850 66,116,000 2.97%
11 THERMO FISHER SCIENTIFIC INC 520,686 65,237,000 2.93%
12 GILEAD SCIENCES INC 684,307 64,503,000 2.89%
13 PTC THERAPEUTICS INC 1,135,130 58,766,000 2.64%
14 NPS Pharmaceuticals, Inc. 1,623,073 58,057,000 2.60%
15 SHIRE PLC 236,124 50,186,000 2.25%
16 KERYX BIOPHARMACEUTICALS INCORPORATED 3,257,358 46,092,000 2.07%
17 MALLINCKRODT PUB LTD CO SHS 400,664 39,678,000 1.78%
18 AMICUS THERAPEUTICS INC 4,765,498 39,649,000 1.78%
19 PERRIGO CO PLC 232,068 38,792,000 1.74%
20 DR REDDYS LABS LTD 762,969 38,492,000 1.73%
21 PFIZER INC 1,209,914 37,689,000 1.69%
22 HALOZYME THERAPEUTICS INC 3,724,351 35,940,000 1.61%
23 MEDIVATION INC 356,806 35,541,000 1.59%
24 SEATTLE GENETICS INC 1,104,075 35,474,000 1.59%
25 ONCOMED PHARMACEUTICALS INC 1,598,293 34,779,000 1.56%
26 Allergan plc 162,750 34,599,000 1.55%
27 SYNAGEVA BIOPHARMA CORP 363,884 33,765,000 1.51%
28 PORTOLA PHARMACEUTICALS INC 1,120,379 31,729,000 1.42%
29 ACHILLION PHARMACEUTICALS INC COM 2,373,810 29,079,000 1.30%
30 INTERCEPT PHARMACEUTICAL 181,847 28,368,000 1.27%
31 ACCELERON PHARMA 713,995 27,817,000 1.25%
32 VERTEX PHARMACEUT 212,250 25,215,000 1.13%
33 RELYPSA INC 811,330 24,989,000 1.12%
34 CLOVIS ONCOLOGY INC 423,452 23,713,000 1.06%
35 MEDTRONIC INC 310,025 22,384,000 1.00%
36 UNITED THERAPEUTICS 162,880 21,091,000 0.95%
37 SAGENT PHARMACEUTICALS INC 833,861 20,938,000 0.94%
38 KARYOPHARM THERAPEUTICS INC COM 529,920 19,835,000 0.89%
39 ABBOTT LABS 405,410 18,252,000 0.82%
40 INTUITIVE SURGICAL INC 34,416 18,204,000 0.82%
41 Momenta Pharmaceuticals Inc 1,459,603 17,574,000 0.79%
42 ALIGN TECHNOLOGY INC 309,031 17,278,000 0.77%
43 DEXCOM 286,065 15,748,000 0.71%
44 AKORN INC 434,343 15,723,000 0.71%
45 NXSTAGE MED INC COM 807,012 14,470,000 0.65%
46 Heartware International, Inc. 168,525 12,375,000 0.56%
47 HCA HOLDINGS INC 144,002 10,568,000 0.47%
48 NOVO-NORDISK A S 185,285 7,841,000 0.35%
49 AMPHASTAR PHARMACEUTICALS IN COM 660,232 7,665,000 0.34%
50 CymaBay Therapeutics 708,585 6,965,000 0.31%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-15-010210, filed 2015.02.13).

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.