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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 (2016Q4)
Portfolio Summary: 55 holdings with a total value of $902,673,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 MERCK & CO INC 973,832 57,329,000 6.35%
2 PFIZER INC 1,764,343 57,306,000 6.35%
3 LILLY ELI & CO 729,117 53,627,000 5.94%
4 CELGENE CORP 433,981 50,233,000 5.56%
5 BIOMARIN PHARMACEUTICAL INC 492,100 40,766,000 4.52%
6 ACADIA PHARMACEUTICALS INC COM 1,176,543 33,932,000 3.76%
7 NUVASIVE INC 498,689 33,592,000 3.72%
8 COLLEGIUM PHARMACEUTICAL INC COM 2,104,756 32,771,000 3.63%
9 PORTOLA PHARMACEUTICALS INC 1,419,404 31,851,000 3.53%
10 DEXCOM INC 509,836 30,437,000 3.37%
11 ACADIA COMPANY COM 886,405 29,340,000 3.25%
12 NEUROCRINE BIOSCIE COM USD0.001 748,988 28,986,000 3.21%
13 CIGNA CORPORATION 212,424 28,335,000 3.14%
14 ABIOMED INC 251,416 28,330,000 3.14%
15 SHIRE PLC 158,158 26,947,000 2.99%
16 INTUITIVE SURGICAL INC 42,416 26,899,000 2.98%
17 Teladoc, Inc. 1,569,878 25,903,000 2.87%
18 AMICUS THERAPEUTICS INC COM 5,100,198 25,348,000 2.81%
19 BIOGEN INC 84,841 24,059,000 2.67%
20 NXSTAGE MED INC COM 891,313 23,361,000 2.59%
21 AETNA INC NEW 182,185 22,593,000 2.50%
22 KITE PHARMA INCORPORATED 372,223 16,690,000 1.85%
23 GLOBAL BLOOD THERAPEUTICS INCORPORATED 1,125,801 16,268,000 1.80%
24 ACCURAY INCORPORATED COM 3,072,536 14,134,000 1.57%
25 ALDER BIOPHARMACEUTICALS INC 669,351 13,923,000 1.54%
26 Wright Medical Group NV 458,977 10,547,000 1.17%
27 NEURODERM LTD 440,799 9,786,000 1.08%
28 AERIE PHARMACEUTICALS INC COM 235,298 8,906,000 0.99%
29 ACCELERON PHARMA INC 345,225 8,810,000 0.98%
30 NOVO-NORDISK A S 236,380 8,477,000 0.94%
31 INTERCEPT PHARMACEUTICALS INCORPORATED 74,150 8,056,000 0.89%
32 ENVISION HEALTHCARE CORP 125,040 7,914,000 0.88%
33 MOLINA HEALTHCARE INC 136,845 7,425,000 0.82%
34 Intersect ENT Inc 534,937 6,473,000 0.72%
35 PROTHENA CORP PLC 123,646 6,082,000 0.67%
36 INTEGRA LIFESCIENCES HLDGS CP COM NEW 69,200 5,937,000 0.66%
37 MOMENTA PHARMACEUTICALS INC 379,500 5,711,000 0.63%
38 ADVAXIS INC COM NEW 690,074 4,941,000 0.55%
39 SURGICAL CARE AFFILIATES ORD 98,300 4,548,000 0.50%
40 RA PHARMACEUTICALS INC COM 252,940 3,842,000 0.43%
41 INCYTE CORP 34,374 3,447,000 0.38%
42 K2M GROUP HLDGS INC COM 155,450 3,115,000 0.35%
43 ENTELLUS MED INC 130,496 2,476,000 0.27%
44 AGIOS PHARMACEUTICALS INC 54,900 2,291,000 0.25%
45 DR REDDYS LABS LTD 32,155 1,456,000 0.16%
46 SAGE THERAPEUTICS INC 27,899 1,425,000 0.16%
47 INSMED INC 103,300 1,367,000 0.15%
48 DBV TECHNOLOGIES S A 38,401 1,349,000 0.15%
49 PTC THERAPEUTICS INC 123,135 1,343,000 0.15%
50 AVEXIS INC COM 23,215 1,108,000 0.12%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-17-008034, filed 2017.02.10).

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.