13F HOLDINGS REPORT
SECTORAL ASSET MANAGEMENT INC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001104659-25-013709
Total Value
$149.8M
Positions
86
Other Managers
0
Confidential Omitted
No
Holdings (86)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LENZ THERAPEUTICS | LENZ | 977,245 | $28.2M | 18.83% |
| 2 | CONTINEUM THERAPEUTI | CTNM | 800,787 | $11.7M | 7.83% |
| 3 | ELI LILLY & CO | LLY | 12,546 | $9.7M | 6.46% |
| 4 | UNITEDHEALTH GRP INC | UNH | 14,625 | $7.4M | 4.94% |
| 5 | GILEAD SCIENCES INC | GILD | 51,310 | $4.7M | 3.16% |
| 6 | MINERALYS THERAPEUTI | MLYS | 380,883 | $4.7M | 3.13% |
| 7 | ABBVIE INC | ABBV | 18,800 | $3.3M | 2.23% |
| 8 | JOHNSON & JOHNSON | JNJ | 22,900 | $3.3M | 2.21% |
| 9 | AMGEN INC | AMGN | 12,550 | $3.3M | 2.18% |
| 10 | BOSTON SCIENTIFIC | BSX | 32,526 | $2.9M | 1.94% |
| 11 | ABBOTT LABS | ABLZF | 24,398 | $2.8M | 1.84% |
| 12 | BRISTOL MYERS SQUIBB | CELG-RI | 44,000 | $2.5M | 1.66% |
| 13 | THERMO FISHER SCI | TMO | 4,750 | $2.5M | 1.65% |
| 14 | MERCK & CO INC | MRK | 24,500 | $2.4M | 1.63% |
| 15 | REGENERON PHARMCTCLS | REGN | 3,400 | $2.4M | 1.62% |
| 16 | STRYKER CORP | SYK | 6,400 | $2.3M | 1.54% |
| 17 | BIONTECH SE | BNTX | 18,950 | $2.2M | 1.44% |
| 18 | MEDTRONIC PLC | MDT | 26,350 | $2.1M | 1.41% |
| 19 | ARGENX SE | ARGX | 3,430 | $2.1M | 1.41% |
| 20 | PFIZER INC | PFE | 77,650 | $2.1M | 1.37% |
| 21 | BOUNDLESS BIO INC | BOLD | 678,574 | $2.0M | 1.31% |
| 22 | ALNYLAM PHARMACUETCL | ALNY | 8,300 | $2.0M | 1.30% |
| 23 | BIOMARIN PHARMAC INC | BMRN | 29,400 | $1.9M | 1.29% |
| 24 | DANAHER CORP | 235851102 | 7,275 | $1.7M | 1.12% |
| 25 | NEUROCRINE BIOSCIENC | NBIX | 11,800 | $1.6M | 1.08% |
| 26 | INTUITIVE SURGIC INC | ISRG | 3,050 | $1.6M | 1.06% |
| 27 | VAXCYTE INC | PCVX | 18,950 | $1.6M | 1.04% |
| 28 | VERTEX PHARMA | VRTX | 3,670 | $1.5M | 0.99% |
| 29 | SAREPTA THERAPEUTICS | SRPT | 11,020 | $1.3M | 0.89% |
| 30 | STRUCTURE THERAPEU | GPCR | 49,250 | $1.3M | 0.89% |
| 31 | MOONLAKE IMMUNOTHERA | MLTX | 23,687 | $1.3M | 0.86% |
| 32 | AMICUS THERAPEUTICS INC | FOLD | 135,620 | $1.3M | 0.85% |
| 33 | UNIQURE N.V. | QURE | 71,500 | $1.3M | 0.84% |
| 34 | ZAI LAB LTD | ZLAB | 44,800 | $1.2M | 0.78% |
| 35 | CYTOKINETICS INC | CYTK | 24,500 | $1.2M | 0.77% |
| 36 | HEALTH CATALYST INC | HCAT | 160,000 | $1.1M | 0.76% |
| 37 | TARSUS PHARMACEUTICA | TARS | 20,300 | $1.1M | 0.75% |
| 38 | ARS PHARMACEUTICALS INC | SPRY | 106,007 | $1.1M | 0.75% |
| 39 | BLUEPRINT MEDICINES | 09627Y109 | 12,560 | $1.1M | 0.73% |
| 40 | ARCUS BIOSCIENCES INC | RCUS | 69,552 | $1.0M | 0.69% |
| 41 | PRIVIA HEALTH GROUP | PRVA | 52,000 | $1.0M | 0.68% |
| 42 | CVS HEALTH CORP | CVS | 22,000 | $987,580 | 0.66% |
| 43 | LEGEND BIOTECH CORP | LEGN | 29,800 | $969,692 | 0.65% |
| 44 | ASTRAZENECA PLC | AZN | 14,650 | $959,868 | 0.64% |
| 45 | CLOVER HEALTH INV CO | CLOV | 275,000 | $866,250 | 0.58% |
| 46 | ISHARES TR | 46436E718 | 8,000 | $802,640 | 0.54% |
| 47 | INARI MED INC | 45332Y109 | 15,153 | $773,561 | 0.52% |
| 48 | THE CIGNA GROUP | 125523100 | 2,250 | $621,315 | 0.41% |
| 49 | IOVANCE BIOTHERAPEUT | IOVA | 81,500 | $603,100 | 0.40% |
| 50 | BIOGEN INC | BIIB | 3,852 | $589,048 | 0.39% |
| 51 | ILLUMINA INC | ILMN | 4,370 | $583,963 | 0.39% |
| 52 | EDWARDS LIFESCIENCE | EW | 7,850 | $581,136 | 0.39% |
| 53 | ARVINAS INC | ARVN | 30,150 | $577,976 | 0.39% |
| 54 | COGENT BIOSCIENCES | COGT | 73,800 | $575,640 | 0.38% |
| 55 | SUMMIT THERAPEUTICS | SMMT | 30,000 | $535,350 | 0.36% |
| 56 | ENGENE HOLDINGS INC | ENGNW | 78,919 | $524,811 | 0.35% |
| 57 | INSMED INC | INSM | 7,371 | $508,894 | 0.34% |
| 58 | ROCKET PHARMACEUTICA | RCKTW | 40,183 | $505,100 | 0.34% |
| 59 | INTRA CELLULAR THERA | 46116X101 | 4,900 | $409,248 | 0.27% |
| 60 | ROIVANT SCIENCES LTD | ROIV | 34,500 | $408,135 | 0.27% |
| 61 | HUMANA INC | HUM | 1,581 | $401,116 | 0.27% |
| 62 | BEIGENE LTD | BEIGF | 2,010 | $371,267 | 0.25% |
| 63 | OLEMA PHARMACEUTICAL | OLMA | 61,650 | $359,420 | 0.24% |
| 64 | BRIDGEBIO PHARMA INC | BBIO | 11,500 | $315,560 | 0.21% |
| 65 | MEDPACE HOLDINGS | MEDP | 830 | $275,751 | 0.18% |
| 66 | PTC THERAPEUTICS | PTCT | 5,800 | $261,812 | 0.17% |
| 67 | TURNSTONE BIOLOGICS | 90042W100 | 517,648 | $257,219 | 0.17% |
| 68 | IONIS PHARMACEUTICAL | IONS | 7,200 | $251,712 | 0.17% |
| 69 | VERA THERAPEUTICS | VERA | 5,700 | $241,053 | 0.16% |
| 70 | CRINETICS PHARMACE | CRNX | 4,400 | $224,972 | 0.15% |
| 71 | GERON CORP | GERN | 63,500 | $224,790 | 0.15% |
| 72 | ASCENDIS PHARMA AS | ASND | 1,600 | $220,272 | 0.15% |
| 73 | JAZZ PHARMA PLC | JAZZ | 1,750 | $215,513 | 0.14% |
| 74 | REVOLUTION MEDICIN | RVMDW | 4,900 | $214,326 | 0.14% |
| 75 | UNITED THERAPEUTICS | UTHR | 595 | $209,940 | 0.14% |
| 76 | SPRINGWORKS THERAPEU | 85205L107 | 5,500 | $198,715 | 0.13% |
| 77 | VIATRIS INC | VTRS | 15,600 | $194,220 | 0.13% |
| 78 | NOVO-NORDISK AS | NONOF | 2,200 | $189,244 | 0.13% |
| 79 | ROYALTY PHARMA PLC | RPRX | 7,200 | $183,672 | 0.12% |
| 80 | MODERNA INC | MRNA | 4,350 | $180,873 | 0.12% |
| 81 | MADRIGAL PHARMACEUTI | MDGL | 570 | $175,885 | 0.12% |
| 82 | INCYTE CORPORATION | INCY | 2,500 | $172,675 | 0.12% |
| 83 | CARGO THERAPEUTICS | 14179K101 | 8,500 | $122,570 | 0.08% |
| 84 | EXELIXIS INC | EXEL | 3,500 | $116,550 | 0.08% |
| 85 | AXSOME THERAPEUTICS INC | AXSM | 820 | $69,380 | 0.05% |
| 86 | IO BIOTECH INC | IOBT | 75,000 | $69,000 | 0.05% |