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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 (2015Q1)
Portfolio Summary: 77 holdings with a total value of $2,633,516,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BIOGEN INC 498,212 210,365,000 7.99%
2 BIOMARIN 1,409,031 175,593,000 6.67%
3 CELGENE CORP 1,208,858 139,357,000 5.29%
4 GILEAD SCIENCES INC 1,320,507 129,581,000 4.92%
5 INCYTE 1,336,144 122,471,000 4.65%
6 ALLERGAN PLC 374,407 111,431,000 4.23%
7 AMGEN INC 663,575 106,072,000 4.03%
8 TEVA PHARMACEUTICAL INDS LTD 1,660,583 103,454,000 3.93%
9 THERMO FISHER SCIENTIFIC INC 587,136 78,876,000 3.00%
10 MYLAN N V 1,206,838 71,626,000 2.72%
11 ALEXION PHARMACEUTIC 396,324 68,683,000 2.61%
12 VERTEX PHARMACEUT 509,600 60,118,000 2.28%
13 SHIRE PLC 248,859 59,549,000 2.26%
14 AMICUS THERAPEUTICS INC 4,986,138 54,249,000 2.06%
15 HALOZYME THERAPEUTICS INC 3,727,551 53,229,000 2.02%
16 DR REDDYS LABS LTD 928,962 53,044,000 2.01%
17 PFIZER INC 1,492,057 51,909,000 1.97%
18 KERYX BIOPHARMACEUTICALS INCORPORATED 3,825,256 48,696,000 1.85%
19 INTERCEPT PHARMACEUTICAL 164,947 46,518,000 1.77%
20 PTC THERAPEUTICS INC 753,141 45,829,000 1.74%
21 SEATTLE GENETICS INC 1,260,275 44,551,000 1.69%
22 PERRIGO CO PLC 268,624 44,471,000 1.69%
23 PORTOLA PHARMACEUTICALS INC 1,162,730 44,137,000 1.68%
24 MALLINCKRODT PUB LTD CO SHS 343,370 43,488,000 1.65%
25 ONCOMED PHARMACEUTICALS INC 1,533,578 39,536,000 1.50%
26 SYNAGEVA BIOPHARMA CORP 365,684 35,665,000 1.35%
27 MEDTRONIC PLC 408,126 31,830,000 1.21%
28 ACHILLION PHARMACEUTICALS INC COM 3,190,572 31,459,000 1.19%
29 ALDER BIOPHARMACEUTICALS INC 1,072,437 30,951,000 1.18%
30 RELYPSA INC 837,830 30,221,000 1.15%
31 UNITED THERAPEUTICS 175,080 30,190,000 1.15%
32 SAGENT PHARMACEUTICALS INC 1,170,083 27,204,000 1.03%
33 MEDIVATION INC 208,889 26,961,000 1.02%
34 DEXCOM 399,558 24,908,000 0.95%
35 Momenta Pharmaceuticals Inc 1,584,010 24,077,000 0.91%
36 ALIGN TECHNOLOGY INC 433,140 23,296,000 0.88%
37 ACCELERON PHARMA 599,184 22,805,000 0.87%
38 ABBOTT LABS 484,376 22,441,000 0.85%
39 TETRAPHASE PHARMACEUTICALS I COM 605,393 22,182,000 0.84%
40 AKORN INC 466,668 22,171,000 0.84%
41 KARYOPHARM THERAPEUTICS INC COM 707,268 21,649,000 0.82%
42 CLOVIS ONCOLOGY INC 249,152 18,495,000 0.70%
43 INTUITIVE SURGICAL INC 30,191 15,247,000 0.58%
44 NXSTAGE MED INC COM 876,042 15,156,000 0.58%
45 INVITAE CORP 874,391 14,655,000 0.56%
46 Heartware International, Inc. 153,815 13,500,000 0.51%
47 Ascendis Pharma 731,660 12,694,000 0.48%
48 HCA HOLDINGS INC 167,176 12,577,000 0.48%
49 NOVARTIS A G 119,405 11,775,000 0.45%
50 AMPHASTAR PHARMACEUTICALS IN COM 733,932 10,980,000 0.42%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-15-038098, filed 2015.05.14).

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.