$1.09 Billion is the total value of SECTORAL ASSET MANAGEMENT INC's 191 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 212.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| APRE | Sell | APREA THERAPEUTICS | $35,510,000 | -30.5% | 915,681 | -37.7% | 3.26% | -66.8% |
| HRC | Buy | HILL-ROM HLDS INC | $27,408,000 | +132.7% | 249,660 | +113.2% | 2.52% | +11.3% |
| PTCT | Buy | PTC THERAPEUTICS I | $26,419,000 | +98.2% | 520,667 | +74.2% | 2.42% | -5.2% |
| FOLD | Buy | AMICUS THERAPEUTICS | $26,404,000 | +83.4% | 1,750,913 | +12.4% | 2.42% | -12.3% |
| CNC | New | CENTENE CORP DEL | $25,494,000 | – | 401,158 | +100.0% | 2.34% | – |
| APLS | Buy | APELLIS PHARMACEUTIC | $25,103,000 | +147.3% | 768,609 | +102.8% | 2.30% | +18.2% |
| ARNA | New | ARENA PHARMACEUTICAL | $22,845,000 | – | 362,900 | +100.0% | 2.10% | – |
| EXEL | Buy | EXELIXIS INC | $22,729,000 | +86.4% | 957,394 | +35.2% | 2.09% | -10.9% |
| BPMC | New | BLUEPRINT MEDICINES | $22,665,000 | – | 290,583 | +100.0% | 2.08% | – |
| TDOC | Sell | TELADOC HEALTH | $22,574,000 | -17.2% | 118,288 | -32.7% | 2.07% | -60.4% |
| SILK | Buy | SILK ROAD MEDICAL | $21,876,000 | +216.7% | 522,228 | +138.0% | 2.01% | +51.4% |
| PPD | Buy | PPD INC | $20,700,000 | +159.8% | 772,389 | +72.7% | 1.90% | +24.3% |
| TFX | Buy | TELEFLEX INC | $20,546,000 | +200.5% | 56,448 | +141.8% | 1.89% | +43.8% |
| CSII | Buy | CARDIOVASCULAR SYS | $20,527,000 | +259.8% | 650,608 | +301.5% | 1.88% | +72.1% |
| BSX | Buy | BOSTON SCIENTIFIC | $20,174,000 | +30.3% | 574,595 | +21.1% | 1.85% | -37.7% |
| TNDM | Buy | TANDEM DIABETES CARE | $19,489,000 | +55.1% | 197,014 | +0.9% | 1.79% | -25.8% |
| IMMU | Sell | IMMUNOMEDICS INC | $18,847,000 | +83.5% | 531,795 | -30.2% | 1.73% | -12.3% |
| ATRC | Buy | ATRICURE INC | $18,634,000 | +116.2% | 414,553 | +61.6% | 1.71% | +3.3% |
| TPTX | Buy | TURNING POINT THERAP | $18,375,000 | +249.3% | 284,486 | +141.5% | 1.69% | +67.0% |
| RCM | Buy | R1 RCM INC | $18,328,000 | +118.3% | 1,643,809 | +78.0% | 1.68% | +4.3% |
| HMSY | Buy | HMS HOLDINGS CORP | $18,189,000 | +124.8% | 561,561 | +75.4% | 1.67% | +7.5% |
| DXCM | New | DEXCOM INC | $17,924,000 | – | 44,213 | +100.0% | 1.64% | – |
| TRHC | Buy | TABULA RASA HEALTH | $17,234,000 | +87.1% | 314,890 | +78.8% | 1.58% | -10.5% |
| ACAD | Buy | ACADIA PHARMACEUTCLS | $16,609,000 | +65.6% | 342,663 | +44.3% | 1.52% | -20.8% |
| HCAT | New | HEALTH CATALYST IN | $16,423,000 | – | 563,007 | +100.0% | 1.51% | – |
| BMRN | Sell | BIOMARIN PHARMAC INC | $16,234,000 | +4.4% | 131,623 | -28.5% | 1.49% | -50.1% |
| CHNG | Buy | CHANGE HEALTHCARE IN | $15,981,000 | +147.3% | 1,426,832 | +120.6% | 1.47% | +18.3% |
| ARVN | New | ARVINAS INC | $15,663,000 | – | 467,000 | +100.0% | 1.44% | – |
| ASMB | Buy | ASSEMBLY BIOSCIENCES | $15,324,000 | +69.5% | 657,124 | +7.8% | 1.41% | -18.9% |
| MOH | New | MOLINA HEALTHCARE | $14,853,000 | – | 83,453 | +100.0% | 1.36% | – |
| INCY | Buy | INCYTE CORPORATION | $14,600,000 | +1072.7% | 140,424 | +726.0% | 1.34% | +460.7% |
| GBT | Buy | GLOBAL BLOOD THERA | $14,474,000 | +59.8% | 229,271 | +29.3% | 1.33% | -23.6% |
| MRTX | Buy | MIRATI THERAPEUTICS | $14,310,000 | +151.2% | 125,336 | +69.1% | 1.31% | +20.2% |
| ALXN | New | ALEXION PHARM INC | $14,117,000 | – | 125,776 | +100.0% | 1.30% | – |
| SRPT | Sell | SAREPTA THERAPEUTICS | $14,074,000 | +13.5% | 87,774 | -30.8% | 1.29% | -45.7% |
| RMD | New | RESMED INC | $13,883,000 | – | 72,305 | +100.0% | 1.27% | – |
| SGEN | Sell | SEATTLE GENETICS INC | $13,861,000 | +12.3% | 81,576 | -23.8% | 1.27% | -46.3% |
| IRTC | Buy | IRHYTHM TECHNOLOGIES | $13,431,000 | +83.0% | 115,895 | +28.5% | 1.23% | -12.5% |
| DCPH | Buy | DECIPHERA PHARMACEUT | $13,399,000 | +59.5% | 224,359 | +9.9% | 1.23% | -23.7% |
| BMY | Buy | BRISTOL MYERS SQUIBB | $13,228,000 | +23.6% | 224,974 | +17.2% | 1.21% | -40.9% |
| EVH | Buy | EVOLENT HEALTH INC | $12,975,000 | +77.6% | 1,822,297 | +35.4% | 1.19% | -15.1% |
| COLL | Buy | COLLEGIUM PHARMACEUT | $11,454,000 | +57.8% | 654,521 | +47.2% | 1.05% | -24.6% |
| QURE | Buy | UNIQURE N.V. | $11,317,000 | +46.0% | 251,158 | +53.7% | 1.04% | -30.2% |
| REGN | Buy | REGENERON PHARMCTCLS | $11,249,000 | +196.5% | 18,038 | +132.1% | 1.03% | +41.9% |
| FMTX | New | FORMA THERAPEUTICS | $11,026,000 | – | 237,174 | +100.0% | 1.01% | – |
| UNH | Buy | UNITEDHEALTH GRP INC | $10,770,000 | +121.9% | 36,514 | +87.6% | 0.99% | +6.1% |
| GBIO | New | GENERATION BIO CO | $10,737,000 | – | 511,300 | +100.0% | 0.99% | – |
| ABBV | Buy | ABBVIE INC | $10,284,000 | +61.2% | 104,750 | +25.1% | 0.94% | -22.9% |
| RGEN | New | REPLIGEN CORP | $10,183,000 | – | 82,383 | +100.0% | 0.94% | – |
| PRAH | Buy | PRA HEALTH SCIENCE | $9,700,000 | +67.1% | 99,700 | +42.6% | 0.89% | -20.2% |
| CRSP | Buy | CRISPR THERAPEUTICS | $8,407,000 | +1743.6% | 114,400 | +964.2% | 0.77% | +777.3% |
| MASI | New | MASIMO CORP | $8,403,000 | – | 36,858 | +100.0% | 0.77% | – |
| MTEM | Buy | MOLECULAR TEMPLATES | $8,207,000 | +69.4% | 595,171 | +63.2% | 0.75% | -19.0% |
| MRK | Sell | MERCK & CO INC | $7,513,000 | -4.6% | 97,150 | -5.1% | 0.69% | -54.4% |
| AZN | Sell | ASTRAZENECAsponsored adr | $7,500,000 | +1.3% | 141,800 | -14.5% | 0.69% | -51.6% |
| PFE | Buy | PFIZER INC | $7,223,000 | +532.5% | 220,900 | +531.1% | 0.66% | +202.7% |
| MRNA | Buy | MODERNA INC | $7,208,000 | +993.8% | 112,256 | +410.3% | 0.66% | +421.3% |
| GILD | Buy | GILEAD SCIENCES INC | $7,090,000 | +49.0% | 92,150 | +44.8% | 0.65% | -28.7% |
| AMGN | Buy | AMGEN INC | $7,065,000 | +142.0% | 29,953 | +108.0% | 0.65% | +15.7% |
| ZNTL | New | ZENTALIS PHARMACEU | $6,924,000 | – | 144,200 | +100.0% | 0.64% | – |
| ABT | ABBOTT LABS | $6,738,000 | +15.9% | 73,698 | 0.0% | 0.62% | -44.5% | |
| PODD | New | INSULET CORP | $6,360,000 | – | 32,738 | +100.0% | 0.58% | – |
| GH | Buy | GUARDANT HEALTH INC | $6,130,000 | +851.9% | 75,552 | +716.8% | 0.56% | +354.0% |
| CI | Sell | CIGNA CORP | $5,424,000 | -21.5% | 28,907 | -25.9% | 0.50% | -62.5% |
| CSTL | New | CASTLE BIOSCIENCES I | $5,409,000 | – | 143,500 | +100.0% | 0.50% | – |
| LLY | Sell | LILLY ELI & CO | $5,059,000 | +3.3% | 30,815 | -12.7% | 0.46% | -50.6% |
| VRTX | Sell | VERTEX PHARMACEUTICL | $4,259,000 | +10.7% | 14,671 | -9.3% | 0.39% | -47.1% |
| IDXX | New | IDEXX LABS INC | $4,259,000 | – | 12,900 | +100.0% | 0.39% | – |
| MDT | MEDTRONIC PLC | $3,829,000 | +1.7% | 41,751 | 0.0% | 0.35% | -51.5% | |
| ALGN | New | ALIGN TECH INC | $3,293,000 | – | 12,000 | +100.0% | 0.30% | – |
| AMED | New | AMEDISYS INC | $3,142,000 | – | 15,825 | +100.0% | 0.29% | – |
| ALNY | Sell | ALNYLAM PHARMACUETCL | $2,607,000 | -69.2% | 17,600 | -77.4% | 0.24% | -85.3% |
| WST | New | WEST PHARMACEUT SVS | $2,567,000 | – | 11,300 | +100.0% | 0.24% | – |
| LH | New | LABORATORY CORP AMER | $2,475,000 | – | 14,900 | +100.0% | 0.23% | – |
| CAH | New | CARDINAL HEALTH INC | $2,375,000 | – | 45,500 | +100.0% | 0.22% | – |
| DGX | New | QUEST DIAGNOSTICS | $2,348,000 | – | 20,600 | +100.0% | 0.22% | – |
| HOLX | New | HOLOGIC INC | $2,252,000 | – | 39,500 | +100.0% | 0.21% | – |
| COO | New | COOPER COMPANIES INC | $2,127,000 | – | 7,500 | +100.0% | 0.20% | – |
| HUM | New | HUMANA INC | $2,026,000 | – | 5,225 | +100.0% | 0.19% | – |
| EXAS | New | EXACT SCIENCES CORP | $1,991,000 | – | 22,900 | +100.0% | 0.18% | – |
| STE | New | STERIS PLC | $1,979,000 | – | 12,900 | +100.0% | 0.18% | – |
| CTLT | New | CATALENT INC | $1,730,000 | – | 23,600 | +100.0% | 0.16% | – |
| NBIX | New | NEUROCRINE BIOSCIENC | $1,720,000 | – | 14,100 | +100.0% | 0.16% | – |
| BIIB | Sell | BIOGEN INC | $1,710,000 | -85.0% | 6,392 | -82.2% | 0.16% | -92.8% |
| VAR | New | VARIAN MED SYS INC | $1,715,000 | – | 14,000 | +100.0% | 0.16% | – |
| PKI | New | PERKINELMER INC | $1,677,000 | – | 17,100 | +100.0% | 0.15% | – |
| ABMD | New | ABIOMED INC | $1,643,000 | – | 6,800 | +100.0% | 0.15% | – |
| HZNP | New | HORIZON THERAPEUTICS | $1,573,000 | – | 28,300 | +100.0% | 0.14% | – |
| TECH | New | BIO TECHNE CORP | $1,532,000 | – | 5,800 | +100.0% | 0.14% | – |
| XRAY | New | DENTSPLY SIRONA INC | $1,485,000 | – | 33,700 | +100.0% | 0.14% | – |
| BIO | New | BIO RAD LABS INCcl a | $1,445,000 | – | 3,200 | +100.0% | 0.13% | – |
| ICLR | New | ICON PLC | $1,348,000 | – | 8,000 | +100.0% | 0.12% | – |
| ELAN | New | ELANCO ANIMAL HEALTH | $1,321,000 | – | 61,600 | +100.0% | 0.12% | – |
| CRL | New | CHARLES RIV LABS INT | $1,308,000 | – | 7,500 | +100.0% | 0.12% | – |
| QDEL | New | QUIDEL CORP | $1,275,000 | – | 5,700 | +100.0% | 0.12% | – |
| HSIC | New | HENRY SCHEIN INC | $1,279,000 | – | 21,900 | +100.0% | 0.12% | – |
| MYL | New | MYLAN N V | $1,278,000 | – | 79,500 | +100.0% | 0.12% | – |
| IONS | New | IONIS PHARMACEUTICAL | $1,185,000 | – | 20,100 | +100.0% | 0.11% | – |
| PRGO | New | PERRIGO CO | $1,161,000 | – | 21,000 | +100.0% | 0.11% | – |
| AVTR | New | AVANTOR INC | $1,080,000 | – | 63,500 | +100.0% | 0.10% | – |
| UHS | New | UNIVERSAL HEALTH SVCcl b | $1,050,000 | – | 11,300 | +100.0% | 0.10% | – |
| CHE | New | CHEMED CORP NEW | $1,037,000 | – | 2,300 | +100.0% | 0.10% | – |
| ILMN | Sell | ILLUMINA INC | $1,011,000 | -58.5% | 2,730 | -69.4% | 0.09% | -80.1% |
| DVA | New | DAVITA INC | $1,005,000 | – | 12,700 | +100.0% | 0.09% | – |
| EHC | New | ENCOMPASS HEALTH COR | $935,000 | – | 15,100 | +100.0% | 0.09% | – |
| RNA | New | AVIDITY BIOSCIENCE | $927,000 | – | 32,803 | +100.0% | 0.08% | – |
| JAZZ | New | JAZZ PHARMA PLC | $916,000 | – | 8,300 | +100.0% | 0.08% | – |
| NVCR | New | NOVOCURE LTD | $907,000 | – | 15,300 | +100.0% | 0.08% | – |
| PEN | New | PENUMBRA INC | $876,000 | – | 4,900 | +100.0% | 0.08% | – |
| LHCG | New | LHC GROUP INC | $802,000 | – | 4,600 | +100.0% | 0.07% | – |
| UTHR | New | UNITED THERAPEUTICS | $799,000 | – | 6,600 | +100.0% | 0.07% | – |
| AVEO | New | AVEO PHARMACEUTICALS | $773,000 | – | 150,000 | +100.0% | 0.07% | – |
| MYOK | New | MYOKARDIA INC | $734,000 | – | 7,600 | +100.0% | 0.07% | – |
| HAE | New | HAEMONETICS CORP | $681,000 | – | 7,600 | +100.0% | 0.06% | – |
| RARE | New | ULTRAGENYX PHARMAC | $673,000 | – | 8,600 | +100.0% | 0.06% | – |
| XLRN | New | ACCELERON PHARMA | $667,000 | – | 7,000 | +100.0% | 0.06% | – |
| ARWR | New | ARROWHEAD PHARMACEUT | $661,000 | – | 15,300 | +100.0% | 0.06% | – |
| BRKR | New | BRUKER CORP | $647,000 | – | 15,900 | +100.0% | 0.06% | – |
| HQY | New | HEALTHEQUITY INC | $628,000 | – | 10,700 | +100.0% | 0.06% | – |
| NKTR | New | NEKTAR THERAPEUTICS | $618,000 | – | 26,700 | +100.0% | 0.06% | – |
| NEOG | New | NEOGEN CORP | $621,000 | – | 8,000 | +100.0% | 0.06% | – |
| NVRO | New | NEVRO CORP | $609,000 | – | 5,100 | +100.0% | 0.06% | – |
| MNTA | New | MOMENTA PHARMACEUTIC | $599,000 | – | 18,000 | +100.0% | 0.06% | – |
| BLUE | New | BLUEBIRD BIO INC | $604,000 | – | 9,900 | +100.0% | 0.06% | – |
| FIXX | HOMOLOGY MEDICINES | $581,000 | -2.4% | 38,281 | 0.0% | 0.05% | -53.5% | |
| IOVA | New | IOVANCE BIOTHERAPEUT | $571,000 | – | 20,800 | +100.0% | 0.05% | – |
| SYNH | New | SYNEOS HEALTH INCcl a | $562,000 | – | 9,650 | +100.0% | 0.05% | – |
| RETA | Sell | REATA PHARMACEUTIC | $562,000 | -94.7% | 3,600 | -95.1% | 0.05% | -97.5% |
| ARGX | New | ARGENX SEsponsored adr | $563,000 | – | 2,500 | +100.0% | 0.05% | – |
| ZLAB | New | ZAI LAB LTDadr | $558,000 | – | 6,800 | +100.0% | 0.05% | – |
| ICUI | New | ICU MED INC | $553,000 | – | 3,000 | +100.0% | 0.05% | – |
| HALO | New | HALOZYME THERAPEUTIC | $558,000 | – | 20,800 | +100.0% | 0.05% | – |
| GMED | New | GLOBUS MED INCcl a | $544,000 | – | 11,400 | +100.0% | 0.05% | – |
| NVTA | New | INVITAE CORP | $536,000 | – | 17,700 | +100.0% | 0.05% | – |
| NTRA | New | NATERA INC | $529,000 | – | 10,600 | +100.0% | 0.05% | – |
| EBS | New | EMERGENT BIOSOLUTNS | $538,000 | – | 6,800 | +100.0% | 0.05% | – |
| NVST | New | ENVISTA HLDGS CORP | $519,000 | – | 24,600 | +100.0% | 0.05% | – |
| BHVN | New | BIOHAVEN PHARMACTL | $526,000 | – | 7,200 | +100.0% | 0.05% | – |
| IART | New | INTEGRA LIFESCIENCE | $517,000 | – | 11,000 | +100.0% | 0.05% | – |
| FGEN | Sell | FIBROGEN INC | $515,000 | -95.6% | 12,700 | -96.2% | 0.05% | -97.9% |
| AGIO | New | AGIOS PHARMACEUTIC | $503,000 | – | 9,400 | +100.0% | 0.05% | – |
| NEO | New | NEOGENOMICS INC | $489,000 | – | 15,800 | +100.0% | 0.04% | – |
| ALKS | New | ALKERMES PLC | $472,000 | – | 24,300 | +100.0% | 0.04% | – |
| OMCL | New | OMNICELL INC | $459,000 | – | 6,500 | +100.0% | 0.04% | – |
| NUVA | New | NUVASIVE INC | $434,000 | – | 7,800 | +100.0% | 0.04% | – |
| INSM | New | INSMED INC | $427,000 | – | 15,500 | +100.0% | 0.04% | – |
| CCXI | New | CHEMOCENTRYX INC | $391,000 | – | 6,800 | +100.0% | 0.04% | – |
| RDY | DR REDDYS LABS LTDadr | $390,000 | +31.3% | 7,354 | 0.0% | 0.04% | -36.8% | |
| MEDP | New | MEDPACE HOLDINGS | $381,000 | – | 4,100 | +100.0% | 0.04% | – |
| MMSI | New | MERIT MEDICAL SYS | $379,000 | – | 8,300 | +100.0% | 0.04% | – |
| ITGR | New | INTEGER HLDGS CORP | $365,000 | – | 5,000 | +100.0% | 0.03% | – |
| LIVN | New | LIVANOVA PLC | $356,000 | – | 7,400 | +100.0% | 0.03% | – |
| AXSM | New | AXSOME THERAPEUTIC | $346,000 | – | 4,200 | +100.0% | 0.03% | – |
| ENSG | New | ENSIGN GROUP INC | $326,000 | – | 7,800 | +100.0% | 0.03% | – |
| PCRX | New | PACIRA BIOSCIENCES | $331,000 | – | 6,300 | +100.0% | 0.03% | – |
| SAGE | New | SAGE THERAPEUTICS | $324,000 | – | 7,800 | +100.0% | 0.03% | – |
| ALLO | New | ALLOGENE THERAPEUT | $317,000 | – | 7,400 | +100.0% | 0.03% | – |
| CNMD | New | CONMED CORP | $295,000 | – | 4,100 | +100.0% | 0.03% | – |
| VIR | New | VIR BIOTECHNOLOGY | $291,000 | – | 7,100 | +100.0% | 0.03% | – |
| PBH | New | PRESTIGE CONSUMER HE | $289,000 | – | 7,700 | +100.0% | 0.03% | – |
| THC | New | TENET HEALTHCARE | $290,000 | – | 16,000 | +100.0% | 0.03% | – |
| PDCO | New | PATTERSON COMPANIES | $286,000 | – | 13,000 | +100.0% | 0.03% | – |
| HCSG | New | HEALTHCARE SVCS GRP | $279,000 | – | 11,400 | +100.0% | 0.03% | – |
| XNCR | New | XENCOR INC | $275,000 | – | 8,500 | +100.0% | 0.02% | – |
| CMD | New | CANTEL MEDICAL CORP | $257,000 | – | 5,800 | +100.0% | 0.02% | – |
| ALLK | New | ALLAKOS INC | $266,000 | – | 3,700 | +100.0% | 0.02% | – |
| CORT | New | CORCEPT THERAPEUTICS | $247,000 | – | 14,700 | +100.0% | 0.02% | – |
| MGLN | New | MAGELLAN HEALTH INC | $255,000 | – | 3,500 | +100.0% | 0.02% | – |
| GKOS | New | GLAUKOS CORP | $246,000 | – | 6,400 | +100.0% | 0.02% | – |
| IRWD | New | IRONWOOD PHARMACEUCL | $252,000 | – | 24,400 | +100.0% | 0.02% | – |
| EDIT | New | EDITAS MEDICINE INC | $251,000 | – | 8,500 | +100.0% | 0.02% | – |
| LGND | New | LIGAND PHARMACEUTIC | $246,000 | – | 2,200 | +100.0% | 0.02% | – |
| KOD | New | KODIAK SCIENCES IN | $238,000 | – | 4,400 | +100.0% | 0.02% | – |
| SEM | New | SELECT MED HLDGS | $245,000 | – | 16,600 | +100.0% | 0.02% | – |
| DNLI | New | DENALI THERAPEUTICS | $232,000 | – | 9,600 | +100.0% | 0.02% | – |
| ZGNX | New | ZOGENIX INC | $230,000 | – | 8,500 | +100.0% | 0.02% | – |
| BEAT | New | BIOTELEMETRY INC | $230,000 | – | 5,100 | +100.0% | 0.02% | – |
| AVNS | New | AVANOS MEDICAL INC | $215,000 | – | 7,300 | +100.0% | 0.02% | – |
| ITCI | New | INTRA CELLULAR THERA | $216,000 | – | 8,400 | +100.0% | 0.02% | – |
| MD | New | MEDNAX INC | $217,000 | – | 12,700 | +100.0% | 0.02% | – |
| EPZM | New | EPIZYME INC | $218,000 | – | 13,600 | +100.0% | 0.02% | – |
| LMNX | New | LUMINEX CORP DEL | $211,000 | – | 6,500 | +100.0% | 0.02% | – |
| OPK | New | OPKO HEALTH INC | $208,000 | – | 60,900 | +100.0% | 0.02% | – |
| HRTX | New | HERON THERAPEUTICS | $197,000 | – | 13,400 | +100.0% | 0.02% | – |
| ESPR | New | ESPERION THERAPEUT | $200,000 | – | 3,900 | +100.0% | 0.02% | – |
| MYGN | New | MYRIAD GENETICS INC | $124,000 | – | 10,900 | +100.0% | 0.01% | – |
| ENDP | New | ENDO INTL PLC | $119,000 | – | 34,700 | +100.0% | 0.01% | – |
| BKD | New | BROOKDALE SR LIVING | $83,000 | – | 28,100 | +100.0% | 0.01% | – |
| AMRX | New | AMNEAL PHARMACEUTICA | $84,000 | – | 17,700 | +100.0% | 0.01% | – |
| PGEN | New | PRECIGEN INC | $50,000 | – | 10,100 | +100.0% | 0.01% | – |
| TXMD | New | THERAPEUTICSMD INC | $45,000 | – | 36,200 | +100.0% | 0.00% | – |
| MGTX | Exit | MEIRAGTX HLDINGS PLC | $0 | – | -64,534 | -100.0% | -0.17% | – |
| VCRA | Exit | VOCERA COMMUNICATI | $0 | – | -67,896 | -100.0% | -0.28% | – |
| RCUS | Exit | ARCUS BIOSCIENCES | $0 | – | -261,213 | -100.0% | -0.70% | – |
| NXTC | Exit | NEXTCURE INC | $0 | – | -99,149 | -100.0% | -0.70% | – |
| AERI | Exit | AERIE PHARMACEUTIC | $0 | – | -451,631 | -100.0% | -1.17% | – |
| INSP | Exit | INSPIRE MED SYS INC | $0 | – | -112,900 | -100.0% | -1.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BIOMARIN PHARMAC INC | 42 | Q3 2023 | 6.7% |
| PTC THERAPEUTICS INC | 42 | Q3 2023 | 2.7% |
| DR REDDYS LABS LTD | 42 | Q3 2023 | 2.0% |
| GILEAD SCIENCES INC | 38 | Q3 2023 | 8.4% |
| INCYTE CORPORATION | 38 | Q3 2023 | 5.2% |
| VERTEX PHARMACEUTICL | 38 | Q3 2023 | 6.0% |
| AMICUS THERAPEUTICS INC | 37 | Q3 2023 | 6.6% |
| PFIZER INC | 35 | Q3 2023 | 6.3% |
| MERCK & CO. INC | 34 | Q3 2023 | 6.4% |
| MEDTRONIC PLC | 33 | Q3 2023 | 4.4% |
View SECTORAL ASSET MANAGEMENT INC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Aprea Therapeutics, Inc. | February 12, 2021 | 163,681 | 0.8% |
| LA JOLLA PHARMACEUTICAL CO | February 13, 2020 | ? | ? |
| COLLEGIUM PHARMACEUTICAL, INC | February 13, 2018 | 1,426,862 | 4.4% |
| Advaxis, Inc. | February 10, 2017 | 690,074 | 1.7% |
| AMICUS THERAPEUTICS INC | February 10, 2017 | 5,100,198 | 3.6% |
| OncoMed Pharmaceuticals Inc | February 12, 2016 | ? | ? |
| IRONWOOD PHARMACEUTICALS INC | February 13, 2015 | ? | ? |
| SEQUENOM INC | February 12, 2014 | ? | ? |
| INCYTE CORP | February 11, 2014 | 1,185,260 | 0.7% |
| INTERMUNE INC | February 11, 2014 | ? | ? |
View SECTORAL ASSET MANAGEMENT INC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| SC 13G/A | 2023-02-13 |
| SC 13G | 2023-02-13 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-10 |
View SECTORAL ASSET MANAGEMENT INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.