Q4 2023 · 13F-HR
SECTORAL ASSET MANAGEMENT INCholdings as filed
Filed 2024-02-14 · accession 0001104659-24-022582
$232.2M
Reported value
104
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 532457108 | LLY | LILLY ELI & CO | $15.5M | 6.67% | 26,565 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GRP INC | $10.0M | 4.29% | 18,925 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $8.7M | 3.73% | 79,500 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $8.4M | 3.63% | 53,850 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $8.3M | 3.56% | 28,685 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $7.6M | 3.27% | 68,998 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $7.2M | 3.09% | 46,300 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $5.5M | 2.35% | 189,400 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC | $5.3M | 2.28% | 91,476 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTI | $5.2M | 2.24% | 605,606 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMAC INC | $4.8M | 2.08% | 50,070 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCI | $4.8M | 2.06% | 9,015 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACUETCL | $4.3M | 1.87% | 22,640 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $4.1M | 1.76% | 15,827 | Common | SOLE |
| 46266C105 | IQV | IQVIA HOLDINGS INC | $3.8M | 1.65% | 16,600 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $3.8M | 1.64% | 10,027 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $3.8M | 1.62% | 8,225 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICL | $3.8M | 1.62% | 9,219 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $3.6M | 1.57% | 29,400 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTIC | $3.6M | 1.54% | 327,801 | Common | NONE |
| 235851102 | DHR | DANAHER CORP | $3.5M | 1.49% | 14,975 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMCTCLS | $3.4M | 1.45% | 3,835 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $3.3M | 1.43% | 40,905 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $3.3M | 1.42% | 40,051 | Common | SOLE |
| 03589W102 | ANNX | ANNEXON INC | $3.0M | 1.27% | 650,911 | Common | NONE |
| G4705A100 | ICLR | ICON PLC | $2.9M | 1.24% | 10,203 | Common | SOLE |
| 35104E100 | FDMT | 4D MOLECULAR THERA | $2.9M | 1.24% | 142,510 | Common | NONE |
| 45784P101 | PODD | INSULET CORP | $2.8M | 1.21% | 12,950 | Common | SOLE |
| 04335A105 | ARVN | ARVINAS INC | $2.7M | 1.17% | 66,000 | Common | NONE |
| 869367102 | — | SUTRO BIOPHARMA IN | $2.7M | 1.15% | 623,684 | Common | NONE |
| 76029N106 | REPL | REPLIMUNE GROUP INC | $2.6M | 1.11% | 305,412 | Common | NONE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS | $2.5M | 1.06% | 274,623 | Common | NONE |
| 38246G108 | GDRX | GOODRX HLDGS INC | $2.4M | 1.05% | 364,000 | Common | SOLE |
| 00445A100 | — | ACELYRIN INC | $2.4M | 1.05% | 325,549 | Common | NONE |
| 46565G104 | 5E7 | ITEOS THERAPEUTICS | $2.4M | 1.04% | 220,056 | Common | NONE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS | $2.2M | 0.96% | 156,769 | Common | SOLE |
| 68404L201 | OPCH | OPTION CARE HEALTH | $2.2M | 0.93% | 64,000 | Common | SOLE |
| 69353Y103 | PMVP | PMV PHARMACEUTICALS | $2.1M | 0.92% | 685,985 | Common | NONE |
| 74276R102 | PRVA | PRIVIA HEALTH GROUP | $2.1M | 0.90% | 90,310 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS | $2.1M | 0.89% | 21,541 | Common | SOLE |
| 01671P100 | ALLKGUSD | ALLAKOS INC | $2.1M | 0.88% | 752,381 | Common | NONE |
| 05465P101 | AXNX* | AXONICS INC | $2.0M | 0.88% | 32,800 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTI | $2.0M | 0.86% | 92,060 | Common | SOLE |
| 207410101 | CNMD | CONMED CORP | $2.0M | 0.85% | 18,100 | Common | SOLE |
| N90064101 | QURE | UNIQURE N.V. | $2.0M | 0.85% | 292,592 | Common | NONE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS | $1.9M | 0.84% | 354,641 | Common | SOLE |
| 02155H200 | ALT | ALTIMMUNE INC | $1.9M | 0.83% | 170,800 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS | $1.9M | 0.82% | 124,151 | Common | SOLE |
| 30233G209 | EYPT | EYEPOINT PHARMA | $1.9M | 0.81% | 81,160 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES | $1.9M | 0.80% | 97,435 | Common | SOLE |
| 78464A870 | XBI | SPDR SER TR | $1.8M | 0.79% | 20,439 | Common | NONE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERA | $1.8M | 0.78% | 30,005 | Common | SOLE |
| 046353108 | AZNN | ASTRAZENECA | $1.8M | 0.76% | 26,130 | Common | SOLE |
| 09077B104 | BCABGBP | BIOATLA INC | $1.7M | 0.75% | 706,062 | Common | NONE |
| G72800108 | PRTA | PROTHENA CORP PLC | $1.7M | 0.73% | 46,777 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCE | $1.7M | 0.72% | 21,900 | Common | SOLE |
| 92337C203 | VSTM | VERASTEM INC | $1.7M | 0.71% | 203,327 | Common | NONE |
| 462260100 | IOVA | IOVANCE BIOTHERAPEUT | $1.6M | 0.70% | 198,800 | Common | SOLE |
| 60770K107 | MRNA | MODERNA INC | $1.6M | 0.69% | 16,100 | Common | SOLE |
| 90042W100 | — | TURNSTONE BIOLOGICS | $1.3M | 0.57% | 517,648 | Common | SOLE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTIC | $1.2M | 0.53% | 84,055 | Common | SOLE |
| 38870X104 | GRPH | GRAPHITE BIO INC | $1.2M | 0.50% | 441,829 | Common | SOLE |
| 28202V108 | — | EFFECTOR THERAPEUTCS | $1.1M | 0.48% | 2,382,644 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $918,984 | 0.40% | 6,600 | Common | SOLE |
| 48576A100 | — | KARUNA THERAPEUTICS | $707,400 | 0.30% | 2,235 | Common | SOLE |
| 80105N105 | SNY | SANOFI | $700,696 | 0.30% | 14,090 | Common | SOLE |
| 07725L102 | ONC | BEIGENE LIMITED | $676,711 | 0.29% | 3,752 | Common | SOLE |
| 45337C102 | INCY | INCYTE CORPORATION | $634,493 | 0.27% | 10,105 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS | $618,990 | 0.27% | 2,815 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENC | $585,673 | 0.25% | 4,445 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $585,515 | 0.25% | 7,013 | Common | SOLE |
| G7709Q104 | RPRX | ROYALTY PHARMA PLC | $577,811 | 0.25% | 20,570 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A S | $559,344 | 0.24% | 4,441 | Common | SOLE |
| 36118A100 | — | FUSION PHARMACEUTI | $550,624 | 0.24% | 57,297 | Common | SOLE |
| 46116X101 | ITCIEUR | INTRA CELLULAR THERA | $531,420 | 0.23% | 7,420 | Common | SOLE |
| 45253H101 | IMGNEUR | IMMUNOGEN INC | $530,616 | 0.23% | 17,896 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $522,993 | 0.23% | 12,955 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $505,540 | 0.22% | 8,050 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMA PLC | $503,562 | 0.22% | 4,094 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMACEUTCLS | $471,529 | 0.20% | 15,060 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $428,003 | 0.18% | 13,811 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $425,254 | 0.18% | 15,330 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HOLDINGS | $420,253 | 0.18% | 1,371 | Common | SOLE |
| G76279101 | ROIV | ROIVANT SCIENCES LTD | $409,412 | 0.18% | 36,457 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICIN | $393,203 | 0.17% | 13,710 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE | $393,137 | 0.17% | 3,725 | Common | SOLE |
| 60468T105 | MRTXEUR | MIRATI THERAPEUTICS | $380,348 | 0.16% | 6,474 | Common | SOLE |
| 77313F106 | RCKT | ROCKET PHARMACEUTICA | $368,032 | 0.16% | 12,280 | Common | SOLE |
| 30161Q104 | EXEL | EXELIXIS INC | $335,620 | 0.14% | 13,990 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICAL | $327,823 | 0.14% | 6,480 | Common | SOLE |
| 256135203 | RDY | DR REDDYS LABS LTD | $313,110 | 0.13% | 4,500 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTIC | $312,469 | 0.13% | 5,220 | Common | SOLE |
| 45826J105 | NTLA | INTELLIA THERAPEUT | $283,557 | 0.12% | 9,300 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTI | $277,887 | 0.12% | 1,201 | Common | SOLE |
| 24823R105 | DNLI | DENALI THERAPEUTICS | $276,426 | 0.12% | 12,881 | Common | SOLE |
| 68062P106 | OLMA | OLEMA PHARMACEUTICAL | $269,797 | 0.12% | 19,230 | Common | SOLE |
| 04280A100 | ARWR | ARROWHEAD PHARMACEUT | $250,369 | 0.11% | 8,182 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES | $227,833 | 0.10% | 2,470 | Common | SOLE |
| 40637H109 | HALO | HALOZYME THERAPEUTIC | $222,869 | 0.10% | 6,030 | Common | SOLE |
| 52490G102 | LEGN | LEGEND BIOTECH CORP | $180,510 | 0.08% | 3,000 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEU | $138,584 | 0.06% | 3,400 | Common | SOLE |
| 98943L107 | ZNTL | ZENTALIS PHARMACEU | $111,428 | 0.05% | 7,355 | Common | NONE |
| 98887Q104 | ZLAB | ZAI LAB LTD | $109,320 | 0.05% | 4,000 | Common | SOLE |
| 86627T108 | SMMT | SUMMIT THERAPEUTICS | $78,300 | 0.03% | 30,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.