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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 (2015Q4)
Portfolio Summary: 75 holdings with a total value of $2,345,362,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 GILEAD SCIENCES INC 1,782,298 180,351,000 7.69%
2 ALEXION PHARMACEUTIC 758,180 144,623,000 6.17%
3 BIOMARIN 1,359,922 142,465,000 6.07%
4 CELGENE CORP 1,177,058 140,964,000 6.01%
5 REGENERON PHARMACEUTICALS 236,300 128,280,000 5.47%
6 INCYTE 1,127,423 122,269,000 5.21%
7 BIOGEN INC 290,889 89,114,000 3.80%
8 VERTEX PHARMACEUT 688,200 86,596,000 3.69%
9 THERMO FISHER SCIENTIFIC INC 606,936 86,094,000 3.67%
10 AMGEN INC 504,597 81,911,000 3.49%
11 AMICUS THERAPEUTICS INC 7,973,436 77,342,000 3.30%
12 MERCK & CO INC 1,121,925 59,260,000 2.53%
13 SEATTLE GENETICS INC 1,275,775 57,257,000 2.44%
14 ACCELERON PHARMA 1,121,264 54,673,000 2.33%
15 PTC THERAPEUTICS INC 1,586,258 51,395,000 2.19%
16 LILLY ELI & CO 599,245 50,492,000 2.15%
17 MEDTRONIC PLC 543,792 41,828,000 1.78%
18 TEVA PHARMACEUTICAL INDS LTD 605,922 39,773,000 1.70%
19 HALOZYME THERAPEUTICS INC 2,075,796 35,974,000 1.53%
20 SHIRE PLC 164,674 33,758,000 1.44%
21 INTERCEPT PHARMACEUTICAL 220,047 32,864,000 1.40%
22 MYLAN N V 601,910 32,545,000 1.39%
23 ALDER BIOPHARMACEUTICALS INC 934,951 30,881,000 1.32%
24 UNITED THERAPEUTICS 195,280 30,583,000 1.30%
25 DEXCOM 362,733 29,708,000 1.27%
26 ALIGN TECHNOLOGY INC 386,104 25,425,000 1.08%
27 UNITEDHEALTH GROUP INC 209,648 24,663,000 1.05%
28 ST JUDE 397,161 24,533,000 1.05%
29 NEUROCRINE BIOSCIE COM USD0.001 416,680 23,572,000 1.01%
30 OPHTHOTECH CORP COM 288,906 22,688,000 0.97%
31 TESARO INC 405,069 21,193,000 0.90%
32 CARA THERAPEUTICS INC 1,212,578 20,444,000 0.87%
33 EDWARDS LIFESCIENCES CORP 250,295 19,768,000 0.84%
34 UNIQURE NV 1,138,513 18,831,000 0.80%
35 TG THERAPEUTICS INC COM 1,521,667 18,153,000 0.77%
36 AIMMUNE THERAPEUTICS INC COM 982,133 18,120,000 0.77%
37 ADVAXIS INC COM NEW 1,790,715 18,015,000 0.77%
38 IMMUNE DESIGN CORP COM 856,867 17,206,000 0.73%
39 INTUITIVE SURGICAL INC 31,030 16,947,000 0.72%
40 NOVO-NORDISK A S 277,075 16,093,000 0.69%
41 NXSTAGE MED INC COM 701,303 15,366,000 0.66%
42 NOVARTIS A G 178,405 15,350,000 0.65%
43 ProNAi Therapeutics, Inc. 910,566 14,386,000 0.61%
44 SAGENT PHARMACEUTICALS INC 810,362 12,893,000 0.55%
45 Teladoc, Inc. 577,361 10,369,000 0.44%
46 Heartware International, Inc. 204,008 10,282,000 0.44%
47 Adeptus Health Inc 187,744 10,236,000 0.44%
48 ACADIA HEALTHCARE COMPANY IN 158,852 9,922,000 0.42%
49 IONIS PHARMACEUTICALS INC 150,000 9,290,000 0.40%
50 CIGNA CORPORATION 57,104 8,356,000 0.36%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-16-096363, filed 2016.02.12).

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.