SECTORAL ASSET MANAGEMENT INC - Q3 2020 holdings

$1.16 Billion is the total value of SECTORAL ASSET MANAGEMENT INC's 88 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 71.7% .

 Value Shares↓ Weighting
IMMU BuyIMMUNOMEDICS INC$51,039,000
+170.8%
600,242
+12.9%
4.39%
+153.6%
PPD BuyPPD INC$35,623,000
+72.1%
963,054
+24.7%
3.06%
+61.2%
LH BuyLABORATORY CORP AMER HLDGS$32,874,000
+1228.2%
174,612
+1071.9%
2.83%
+1144.9%
PTCT BuyPTC THERAPEUTICS INC$31,303,000
+18.5%
669,578
+28.6%
2.69%
+11.0%
ARNA BuyARENA PHARMACEUTICALS INC$30,657,000
+34.2%
409,905
+13.0%
2.64%
+25.7%
FOLD BuyAMICUS THERAPEUTICS INC$30,409,000
+15.2%
2,153,633
+23.0%
2.61%
+7.8%
ATRC BuyATRICURE INC$28,278,000
+51.8%
708,717
+71.0%
2.43%
+42.2%
BPMC BuyBLUEPRINT MEDICINES CORP$27,322,000
+20.5%
294,733
+1.4%
2.35%
+12.9%
RCM SellR1 RCM INC$26,418,000
+44.1%
1,540,393
-6.3%
2.27%
+35.0%
SILK SellSILK RD MED INC$26,076,000
+19.2%
387,983
-25.7%
2.24%
+11.7%
EVH BuyEVOLENT HEALTH INCcl a$25,893,000
+99.6%
2,086,435
+14.5%
2.23%
+86.9%
TDOC SellTELADOC HEALTH INC$25,506,000
+13.0%
116,339
-1.6%
2.19%
+5.8%
TNDM BuyTANDEM DIABETES CARE INC$25,307,000
+29.9%
222,968
+13.2%
2.18%
+21.6%
TFX BuyTELEFLEX INCORPORATED$24,687,000
+20.2%
72,518
+28.5%
2.12%
+12.5%
IRTC SellIRHYTHM TECHNOLOGIES INC$24,660,000
+83.6%
103,565
-10.6%
2.12%
+71.9%
ACAD BuyACADIA PHARMACEUTICALS INC$22,956,000
+38.2%
556,514
+62.4%
1.97%
+29.4%
CNC SellCENTENE CORP DEL$22,754,000
-10.7%
390,090
-2.8%
1.96%
-16.4%
RVMD NewREVOLUTION MEDICINES INC$22,032,000633,090
+100.0%
1.89%
APRE  APREA THERAPEUTICS INC$22,031,000
-38.0%
915,6810.0%1.89%
-41.9%
TPTX SellTURNING POINT THERAPEUTICS I$21,882,000
+19.1%
250,481
-12.0%
1.88%
+11.5%
DCPH BuyDECIPHERA PHARMACEUTICALS IN$21,344,000
+59.3%
416,059
+85.4%
1.84%
+49.2%
EXEL SellEXELIXIS INC$20,948,000
-7.8%
856,770
-10.5%
1.80%
-13.7%
DXCM BuyDEXCOM INC$19,957,000
+11.3%
48,413
+9.5%
1.72%
+4.3%
HMSY BuyHMS HLDGS CORP$18,742,000
+3.0%
782,563
+39.4%
1.61%
-3.5%
ZNTL BuyZENTALIS PHARMACEUTICALS INC$18,199,000
+162.8%
556,712
+286.1%
1.56%
+146.1%
AMWL NewAMERICAN WELL CORPcl a$17,937,000605,150
+100.0%
1.54%
ARVN BuyARVINAS INC$16,563,000
+5.7%
701,512
+50.2%
1.42%
-1.0%
IDXX BuyIDEXX LABS INC$16,196,000
+280.3%
41,199
+219.4%
1.39%
+256.0%
AFIB NewACUTUS MED INC$15,858,000532,158
+100.0%
1.36%
RCUS NewARCUS BIOSCIENCES INC$15,817,000922,800
+100.0%
1.36%
ASMB BuyASSEMBLY BIOSCIENCES INC$15,062,000
-1.7%
916,185
+39.4%
1.30%
-8.0%
RGEN BuyREPLIGEN CORP$15,048,000
+47.8%
101,993
+23.8%
1.29%
+38.4%
BSX SellBOSTON SCIENTIFIC CORP$14,405,000
-28.6%
376,987
-34.4%
1.24%
-33.2%
GBT BuyGLOBAL BLOOD THERAPEUTICS IN$14,076,000
-2.7%
255,271
+11.3%
1.21%
-9.0%
PRAH BuyPRA HEALTH SCIENCES INC$13,453,000
+38.7%
132,620
+33.0%
1.16%
+30.0%
FRLN NewFREELINE THERAPEUTICS HLDGSsponsored ads$13,157,000842,851
+100.0%
1.13%
CTSO NewCYTOSORBENTS CORP$12,999,0001,629,989
+100.0%
1.12%
SRPT BuySAREPTA THERAPEUTICS INC$12,958,000
-7.9%
92,274
+5.1%
1.11%
-13.8%
REGN BuyREGENERON PHARMACEUTICALS$12,836,000
+14.1%
22,930
+27.1%
1.10%
+6.9%
NVAX NewNOVAVAX INC$12,807,000118,200
+100.0%
1.10%
INCY SellINCYTE CORP$12,454,000
-14.7%
138,774
-1.2%
1.07%
-20.1%
RMD  RESMED INC$12,395,000
-10.7%
72,3050.0%1.07%
-16.3%
BMY SellBRISTOL-MYERS SQUIBB CO$11,912,000
-9.9%
197,574
-12.2%
1.02%
-15.7%
ALGN BuyALIGN TECHNOLOGY INC$11,883,000
+260.9%
36,300
+202.5%
1.02%
+238.4%
BMRN BuyBIOMARIN PHARMACEUTICAL INC$11,513,000
-29.1%
151,322
+15.0%
0.99%
-33.6%
JNJ NewJOHNSON & JOHNSON$11,092,00074,500
+100.0%
0.95%
SGEN SellSEATTLE GENETICS INC$10,707,000
-22.8%
54,716
-32.9%
0.92%
-27.6%
PODD BuyINSULET CORP$10,565,000
+66.1%
44,654
+36.4%
0.91%
+55.5%
MOH SellMOLINA HEALTHCARE INC$10,481,000
-29.4%
57,262
-31.4%
0.90%
-33.9%
HOLX BuyHOLOGIC INC$10,143,000
+350.4%
152,600
+286.3%
0.87%
+321.3%
MRNA BuyMODERNA INC$9,619,000
+33.4%
135,956
+21.1%
0.83%
+24.9%
DYN NewDYNE THERAPEUTICS INC$9,576,000474,301
+100.0%
0.82%
PSTX NewPOSEIDA THERAPEUTICS INC$9,347,0001,053,779
+100.0%
0.80%
GH BuyGUARDANT HEALTH INC$8,986,000
+46.6%
80,386
+6.4%
0.77%
+37.3%
TSHA NewTAYSHA GENE THERAPIES INC$8,373,000373,775
+100.0%
0.72%
EBS BuyEMERGENT BIOSOLUTIONS INC$8,261,000
+1435.5%
79,950
+1075.7%
0.71%
+1349.0%
ABT  ABBOTT LABS$8,021,000
+19.0%
73,6980.0%0.69%
+11.5%
UNH SellUNITEDHEALTH GROUP INC$7,938,000
-26.3%
25,462
-30.3%
0.68%
-31.0%
ALVR NewALLOVIR INC$7,639,000277,795
+100.0%
0.66%
LLY BuyLILLY ELI & CO$7,633,000
+50.9%
51,565
+67.3%
0.66%
+41.4%
ABBV SellABBVIE INC$7,555,000
-26.5%
86,250
-17.7%
0.65%
-31.1%
CMPI NewCHECKMATE PHARMACEUTICALS IN$6,914,000600,687
+100.0%
0.59%
BIIB BuyBIOGEN INC$6,420,000
+275.4%
22,632
+254.1%
0.55%
+251.6%
AMGN SellAMGEN INC$6,190,000
-12.4%
24,353
-18.7%
0.53%
-18.0%
ALXN SellALEXION PHARMACEUTICALS INC$5,868,000
-58.4%
51,276
-59.2%
0.50%
-61.1%
MDT  MEDTRONIC PLC$4,339,000
+13.3%
41,7510.0%0.37%
+6.3%
FGEN BuyFIBROGEN INC$4,276,000
+730.3%
104,000
+718.9%
0.37%
+683.0%
CI SellCIGNA CORP NEW$4,276,000
-21.2%
25,241
-12.7%
0.37%
-26.1%
MRK SellMERCK & CO. INC$4,189,000
-44.2%
50,500
-48.0%
0.36%
-47.8%
PFE SellPFIZER INC$4,107,000
-43.1%
111,900
-49.3%
0.35%
-46.8%
GILD SellGILEAD SCIENCES INC$4,101,000
-42.2%
64,900
-29.6%
0.35%
-45.8%
NCNA NewNUCANA PLCsponsored adr$3,878,000750,000
+100.0%
0.33%
TMO NewTHERMO FISHER SCIENTIFIC INC$3,819,0008,650
+100.0%
0.33%
AMED  AMEDISYS INC$3,742,000
+19.1%
15,8250.0%0.32%
+11.8%
OM NewOUTSET MED INC$3,489,00069,773
+100.0%
0.30%
VRTX SellVERTEX PHARMACEUTICALS INC$2,686,000
-36.9%
9,871
-32.7%
0.23%
-40.9%
MTEM SellMOLECULAR TEMPLATES INC$1,960,000
-76.1%
179,500
-69.8%
0.17%
-77.6%
DHR NewDANAHER CORPORATION$1,615,0007,500
+100.0%
0.14%
ILMN BuyILLUMINA INC$1,497,000
+48.1%
4,845
+77.5%
0.13%
+38.7%
TRHC SellTABULA RASA HEALTHCARE INC$1,434,000
-91.7%
35,177
-88.8%
0.12%
-92.2%
CHNG SellCHANGE HEALTHCARE INC$1,192,000
-92.5%
82,145
-94.2%
0.10%
-93.0%
HUM SellHUMANA INC$1,103,000
-45.6%
2,666
-49.0%
0.10%
-48.9%
GBIO SellGENERATION BIO CO$1,082,000
-89.9%
35,000
-93.2%
0.09%
-90.6%
CSTL SellCASTLE BIOSCIENCES INC$952,000
-82.4%
18,500
-87.1%
0.08%
-83.5%
ARGX  ARGENX SEsponsored adr$656,000
+16.5%
2,5000.0%0.06%
+7.7%
AVEO SellAVEO PHARMACEUTICALS INC$594,000
-23.2%
100,000
-33.3%
0.05%
-28.2%
RDY SellDR REDDYS LABS LTDadr$372,000
-4.6%
5,354
-27.2%
0.03%
-11.1%
ZLAB SellZAI LAB LTDadr$225,000
-59.7%
2,700
-60.3%
0.02%
-62.7%
TXMD ExitTHERAPEUTICSMD INC$0-36,200
-100.0%
-0.00%
PGEN ExitPRECIGEN INC$0-10,100
-100.0%
-0.01%
AMRX ExitAMNEAL PHARMACEUTICA$0-17,700
-100.0%
-0.01%
BKD ExitBROOKDALE SR LIVING$0-28,100
-100.0%
-0.01%
MYGN ExitMYRIAD GENETICS INC$0-10,900
-100.0%
-0.01%
ENDP ExitENDO INTL PLC$0-34,700
-100.0%
-0.01%
ESPR ExitESPERION THERAPEUT$0-3,900
-100.0%
-0.02%
HRTX ExitHERON THERAPEUTICS$0-13,400
-100.0%
-0.02%
LMNX ExitLUMINEX CORP DEL$0-6,500
-100.0%
-0.02%
OPK ExitOPKO HEALTH INC$0-60,900
-100.0%
-0.02%
EPZM ExitEPIZYME INC$0-13,600
-100.0%
-0.02%
ITCI ExitINTRA CELLULAR THERA$0-8,400
-100.0%
-0.02%
MD ExitMEDNAX INC$0-12,700
-100.0%
-0.02%
AVNS ExitAVANOS MEDICAL INC$0-7,300
-100.0%
-0.02%
ZGNX ExitZOGENIX INC$0-8,500
-100.0%
-0.02%
DNLI ExitDENALI THERAPEUTICS$0-9,600
-100.0%
-0.02%
BEAT ExitBIOTELEMETRY INC$0-5,100
-100.0%
-0.02%
SEM ExitSELECT MED HLDGS$0-16,600
-100.0%
-0.02%
KOD ExitKODIAK SCIENCES IN$0-4,400
-100.0%
-0.02%
EDIT ExitEDITAS MEDICINE INC$0-8,500
-100.0%
-0.02%
MGLN ExitMAGELLAN HEALTH INC$0-3,500
-100.0%
-0.02%
IRWD ExitIRONWOOD PHARMACEUCL$0-24,400
-100.0%
-0.02%
CORT ExitCORCEPT THERAPEUTICS$0-14,700
-100.0%
-0.02%
GKOS ExitGLAUKOS CORP$0-6,400
-100.0%
-0.02%
LGND ExitLIGAND PHARMACEUTIC$0-2,200
-100.0%
-0.02%
CMD ExitCANTEL MEDICAL CORP$0-5,800
-100.0%
-0.02%
ALLK ExitALLAKOS INC$0-3,700
-100.0%
-0.02%
XNCR ExitXENCOR INC$0-8,500
-100.0%
-0.02%
PDCO ExitPATTERSON COMPANIES$0-13,000
-100.0%
-0.03%
HCSG ExitHEALTHCARE SVCS GRP$0-11,400
-100.0%
-0.03%
PBH ExitPRESTIGE CONSUMER HE$0-7,700
-100.0%
-0.03%
VIR ExitVIR BIOTECHNOLOGY$0-7,100
-100.0%
-0.03%
CNMD ExitCONMED CORP$0-4,100
-100.0%
-0.03%
THC ExitTENET HEALTHCARE$0-16,000
-100.0%
-0.03%
ALLO ExitALLOGENE THERAPEUT$0-7,400
-100.0%
-0.03%
ENSG ExitENSIGN GROUP INC$0-7,800
-100.0%
-0.03%
PCRX ExitPACIRA BIOSCIENCES$0-6,300
-100.0%
-0.03%
SAGE ExitSAGE THERAPEUTICS$0-7,800
-100.0%
-0.03%
AXSM ExitAXSOME THERAPEUTIC$0-4,200
-100.0%
-0.03%
LIVN ExitLIVANOVA PLC$0-7,400
-100.0%
-0.03%
ITGR ExitINTEGER HLDGS CORP$0-5,000
-100.0%
-0.03%
MMSI ExitMERIT MEDICAL SYS$0-8,300
-100.0%
-0.04%
MEDP ExitMEDPACE HOLDINGS$0-4,100
-100.0%
-0.04%
CCXI ExitCHEMOCENTRYX INC$0-6,800
-100.0%
-0.04%
INSM ExitINSMED INC$0-15,500
-100.0%
-0.04%
NUVA ExitNUVASIVE INC$0-7,800
-100.0%
-0.04%
OMCL ExitOMNICELL INC$0-6,500
-100.0%
-0.04%
ALKS ExitALKERMES PLC$0-24,300
-100.0%
-0.04%
NEO ExitNEOGENOMICS INC$0-15,800
-100.0%
-0.04%
AGIO ExitAGIOS PHARMACEUTIC$0-9,400
-100.0%
-0.05%
IART ExitINTEGRA LIFESCIENCE$0-11,000
-100.0%
-0.05%
BHVN ExitBIOHAVEN PHARMACTL$0-7,200
-100.0%
-0.05%
NVST ExitENVISTA HLDGS CORP$0-24,600
-100.0%
-0.05%
NTRA ExitNATERA INC$0-10,600
-100.0%
-0.05%
NVTA ExitINVITAE CORP$0-17,700
-100.0%
-0.05%
GMED ExitGLOBUS MED INCcl a$0-11,400
-100.0%
-0.05%
HALO ExitHALOZYME THERAPEUTIC$0-20,800
-100.0%
-0.05%
ICUI ExitICU MED INC$0-3,000
-100.0%
-0.05%
SYNH ExitSYNEOS HEALTH INCcl a$0-9,650
-100.0%
-0.05%
IOVA ExitIOVANCE BIOTHERAPEUT$0-20,800
-100.0%
-0.05%
RETA ExitREATA PHARMACEUTIC$0-3,600
-100.0%
-0.05%
FIXX ExitHOMOLOGY MEDICINES$0-38,281
-100.0%
-0.05%
MNTA ExitMOMENTA PHARMACEUTIC$0-18,000
-100.0%
-0.06%
BLUE ExitBLUEBIRD BIO INC$0-9,900
-100.0%
-0.06%
NVRO ExitNEVRO CORP$0-5,100
-100.0%
-0.06%
NKTR ExitNEKTAR THERAPEUTICS$0-26,700
-100.0%
-0.06%
NEOG ExitNEOGEN CORP$0-8,000
-100.0%
-0.06%
HQY ExitHEALTHEQUITY INC$0-10,700
-100.0%
-0.06%
BRKR ExitBRUKER CORP$0-15,900
-100.0%
-0.06%
ARWR ExitARROWHEAD PHARMACEUT$0-15,300
-100.0%
-0.06%
XLRN ExitACCELERON PHARMA$0-7,000
-100.0%
-0.06%
RARE ExitULTRAGENYX PHARMAC$0-8,600
-100.0%
-0.06%
HAE ExitHAEMONETICS CORP$0-7,600
-100.0%
-0.06%
MYOK ExitMYOKARDIA INC$0-7,600
-100.0%
-0.07%
UTHR ExitUNITED THERAPEUTICS$0-6,600
-100.0%
-0.07%
LHCG ExitLHC GROUP INC$0-4,600
-100.0%
-0.07%
PEN ExitPENUMBRA INC$0-4,900
-100.0%
-0.08%
NVCR ExitNOVOCURE LTD$0-15,300
-100.0%
-0.08%
JAZZ ExitJAZZ PHARMA PLC$0-8,300
-100.0%
-0.08%
RNA ExitAVIDITY BIOSCIENCE$0-32,803
-100.0%
-0.08%
EHC ExitENCOMPASS HEALTH COR$0-15,100
-100.0%
-0.09%
DVA ExitDAVITA INC$0-12,700
-100.0%
-0.09%
CHE ExitCHEMED CORP NEW$0-2,300
-100.0%
-0.10%
UHS ExitUNIVERSAL HEALTH SVCcl b$0-11,300
-100.0%
-0.10%
AVTR ExitAVANTOR INC$0-63,500
-100.0%
-0.10%
PRGO ExitPERRIGO CO$0-21,000
-100.0%
-0.11%
IONS ExitIONIS PHARMACEUTICAL$0-20,100
-100.0%
-0.11%
QDEL ExitQUIDEL CORP$0-5,700
-100.0%
-0.12%
HSIC ExitHENRY SCHEIN INC$0-21,900
-100.0%
-0.12%
MYL ExitMYLAN N V$0-79,500
-100.0%
-0.12%
CRL ExitCHARLES RIV LABS INT$0-7,500
-100.0%
-0.12%
ELAN ExitELANCO ANIMAL HEALTH$0-61,600
-100.0%
-0.12%
ICLR ExitICON PLC$0-8,000
-100.0%
-0.12%
BIO ExitBIO RAD LABS INCcl a$0-3,200
-100.0%
-0.13%
XRAY ExitDENTSPLY SIRONA INC$0-33,700
-100.0%
-0.14%
TECH ExitBIO TECHNE CORP$0-5,800
-100.0%
-0.14%
HZNP ExitHORIZON THERAPEUTICS$0-28,300
-100.0%
-0.14%
ABMD ExitABIOMED INC$0-6,800
-100.0%
-0.15%
PKI ExitPERKINELMER INC$0-17,100
-100.0%
-0.15%
VAR ExitVARIAN MED SYS INC$0-14,000
-100.0%
-0.16%
NBIX ExitNEUROCRINE BIOSCIENC$0-14,100
-100.0%
-0.16%
CTLT ExitCATALENT INC$0-23,600
-100.0%
-0.16%
STE ExitSTERIS PLC$0-12,900
-100.0%
-0.18%
EXAS ExitEXACT SCIENCES CORP$0-22,900
-100.0%
-0.18%
COO ExitCOOPER COMPANIES INC$0-7,500
-100.0%
-0.20%
DGX ExitQUEST DIAGNOSTICS$0-20,600
-100.0%
-0.22%
CAH ExitCARDINAL HEALTH INC$0-45,500
-100.0%
-0.22%
WST ExitWEST PHARMACEUT SVS$0-11,300
-100.0%
-0.24%
ALNY ExitALNYLAM PHARMACUETCL$0-17,600
-100.0%
-0.24%
AZN ExitASTRAZENECAsponsored adr$0-141,800
-100.0%
-0.69%
MASI ExitMASIMO CORP$0-36,858
-100.0%
-0.77%
CRSP ExitCRISPR THERAPEUTICS$0-114,400
-100.0%
-0.77%
FMTX ExitFORMA THERAPEUTICS$0-237,174
-100.0%
-1.01%
QURE ExitUNIQURE N.V.$0-251,158
-100.0%
-1.04%
COLL ExitCOLLEGIUM PHARMACEUT$0-654,521
-100.0%
-1.05%
MRTX ExitMIRATI THERAPEUTICS$0-125,336
-100.0%
-1.31%
HCAT ExitHEALTH CATALYST IN$0-563,007
-100.0%
-1.51%
CSII ExitCARDIOVASCULAR SYS$0-650,608
-100.0%
-1.88%
APLS ExitAPELLIS PHARMACEUTIC$0-768,609
-100.0%
-2.30%
HRC ExitHILL-ROM HLDS INC$0-249,660
-100.0%
-2.52%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-11-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
BIOMARIN PHARMAC INC42Q3 20236.7%
PTC THERAPEUTICS INC42Q3 20232.7%
DR REDDYS LABS LTD42Q3 20232.0%
GILEAD SCIENCES INC38Q3 20238.4%
INCYTE CORPORATION38Q3 20235.2%
VERTEX PHARMACEUTICL38Q3 20236.0%
AMICUS THERAPEUTICS INC37Q3 20236.6%
PFIZER INC35Q3 20236.3%
MERCK & CO. INC34Q3 20236.4%
MEDTRONIC PLC33Q3 20234.4%

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Latest significant ownerships (13-D/G)

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Latest filings
TypeFiled
13F-HR2024-02-14
SC 13G/A2024-02-14
SC 13G/A2024-02-14
13F-HR2023-11-14
13F-HR2023-08-11
13F-HR2023-05-12
SC 13G/A2023-02-13
SC 13G2023-02-13
13F-HR2023-02-10
13F-HR2022-11-10

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