13F HOLDINGS REPORT
SECTORAL ASSET MANAGEMENT INC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001104659-25-112082
Total Value
$162.0M
Positions
82
Other Managers
0
Confidential Omitted
No
Holdings (82)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CONTINEUM THERAPEUTICS | CTNM | 800,787 | $9.4M | 5.81% |
| 2 | ELI LILLY & CO | LLY | 9,376 | $7.2M | 4.42% |
| 3 | STRUCTURE THERAPEUTICS | GPCR | 221,872 | $6.2M | 3.83% |
| 4 | ANAPTYSBIO INC | ANABV | 194,485 | $6.0M | 3.68% |
| 5 | SHOULDER INNOVATIONS | SI | 430,282 | $5.4M | 3.33% |
| 6 | ARCUS BIOSCIENCES | RCUS | 368,070 | $5.0M | 3.09% |
| 7 | IMMATICS NV | IMTX | 560,494 | $4.8M | 2.95% |
| 8 | UNITEDHEALTH GRP INC | UNH | 13,545 | $4.7M | 2.89% |
| 9 | BICARA THERAPEUTICS | BCAX | 266,495 | $4.2M | 2.60% |
| 10 | ORIC PHARMACEUTICALS | ORIC | 328,655 | $3.9M | 2.43% |
| 11 | SOLID BIOSCIENCES | SLDB | 633,052 | $3.9M | 2.41% |
| 12 | KURA ONCOLOGY | KURA | 395,872 | $3.5M | 2.16% |
| 13 | VENTYX BIOSCIENCES | 92332V107 | 1,107,267 | $3.4M | 2.13% |
| 14 | ABBVIE INC | ABBV | 14,800 | $3.4M | 2.12% |
| 15 | MBX BIOSCIENCES INC | MBX | 194,898 | $3.4M | 2.11% |
| 16 | SPDR SERIES TRUST | 78464A870 | 34,000 | $3.4M | 2.10% |
| 17 | ZENAS BIOPHARMA | ZBIO | 152,025 | $3.4M | 2.08% |
| 18 | PALVELLA THERAPEUTIC | PVLA | 49,115 | $3.1M | 1.90% |
| 19 | TECTONIC THERAPEUTIC | TECX | 192,770 | $3.0M | 1.87% |
| 20 | VERTEX PHARMA | VRTX | 7,715 | $3.0M | 1.86% |
| 21 | AMGEN INC | AMGN | 10,340 | $2.9M | 1.80% |
| 22 | INSTIL BIO INC | TIL | 161,380 | $2.9M | 1.78% |
| 23 | ARGENX SE SPN ADR | ARGX | 3,890 | $2.9M | 1.77% |
| 24 | JOHNSON & JOHNSON | JNJ | 15,300 | $2.8M | 1.75% |
| 25 | INTUITIVE SURGIC INC | ISRG | 5,750 | $2.6M | 1.59% |
| 26 | BEONE MEDICINES LTD | BEIGF | 7,201 | $2.5M | 1.51% |
| 27 | ABBOTT LABS | ABLZF | 17,198 | $2.3M | 1.42% |
| 28 | REGENERON PHARMCTCLS | REGN | 3,968 | $2.2M | 1.38% |
| 29 | GILEAD SCIENCES INC | GILD | 19,550 | $2.2M | 1.34% |
| 30 | BOSTON SCIENTIFIC | BSX | 22,126 | $2.2M | 1.33% |
| 31 | DANAHER CORP | 235851102 | 10,575 | $2.1M | 1.30% |
| 32 | PFIZER INC | PFE | 77,150 | $2.0M | 1.21% |
| 33 | INSMED INC | INSM | 13,425 | $1.9M | 1.19% |
| 34 | THERMO FISHER SCIENTIFIC | TMO | 3,900 | $1.9M | 1.17% |
| 35 | UNIQURE N.V. | QURE | 30,740 | $1.8M | 1.11% |
| 36 | BIONTECH SE | BNTX | 17,660 | $1.7M | 1.07% |
| 37 | STRYKER CORP | SYK | 4,300 | $1.6M | 0.98% |
| 38 | SUMMIT THERAPEUTICS | SMMT | 74,070 | $1.5M | 0.94% |
| 39 | ALNYLAM PHARMACUETCL | ALNY | 3,273 | $1.5M | 0.92% |
| 40 | ASTRAZENECA | AZN | 18,750 | $1.4M | 0.89% |
| 41 | DEXCOM INC | DXCM | 20,700 | $1.4M | 0.86% |
| 42 | MERCK & CO INC | MRK | 16,400 | $1.4M | 0.86% |
| 43 | BIOMARIN PHARMAC INC | BMRN | 25,030 | $1.4M | 0.84% |
| 44 | RAPPORT THERAPEUTICS | RAPP | 43,480 | $1.3M | 0.80% |
| 45 | MINERALYS THERAPEUTICS | MLYS | 33,885 | $1.3M | 0.79% |
| 46 | SYNDAX PHARMACEUTICALS | SNDX | 79,430 | $1.2M | 0.75% |
| 47 | EDWARDS LIFESCIENCE | EW | 15,000 | $1.2M | 0.72% |
| 48 | TARSUS PHARMACEUTICAL | TARS | 18,405 | $1.1M | 0.68% |
| 49 | MERUS B V | N5749R100 | 11,545 | $1.1M | 0.67% |
| 50 | TREVI THERAPEUTICS | TRVI | 105,950 | $969,443 | 0.60% |
| 51 | ALIGNMENT HEALTHCARE | ALHC | 54,500 | $951,025 | 0.59% |
| 52 | AMICUS THERAPEUTICS | FOLD | 119,105 | $938,547 | 0.58% |
| 53 | PRIVIA HEALTH GROUP | PRVA | 36,500 | $908,850 | 0.56% |
| 54 | VERA THERAPEUTICS | VERA | 30,188 | $877,263 | 0.54% |
| 55 | BOUNDLESS BIO INC | BOLD | 678,574 | $834,646 | 0.52% |
| 56 | ARS PHARMACEUTICALS | SPRY | 81,785 | $821,939 | 0.51% |
| 57 | RADNET INC | RDNT | 10,000 | $762,100 | 0.47% |
| 58 | ROIVANT SCIENCES LTD | ROIV | 50,007 | $756,606 | 0.47% |
| 59 | ARRIVENT BIOPHARMA | AVBP | 39,235 | $723,886 | 0.45% |
| 60 | ASCENDIS PHARMA | ASND | 3,601 | $715,915 | 0.44% |
| 61 | BRIDGEBIO PHARMA | BBIO | 13,650 | $708,981 | 0.44% |
| 62 | OMADA HEALTH INC | OMDA | 27,500 | $608,025 | 0.38% |
| 63 | IONIS PHARMACEUTICAL | IONS | 9,205 | $602,191 | 0.37% |
| 64 | CYTOKINETICS INC | CYTK | 10,223 | $561,856 | 0.35% |
| 65 | HINGE HEALTH INC | HNGE | 11,206 | $549,990 | 0.34% |
| 66 | PTC THERAPEUTICS | PTCT | 8,535 | $523,793 | 0.32% |
| 67 | THE CIGNA GROUP | 125523100 | 1,800 | $518,850 | 0.32% |
| 68 | BRISTOL MYERS SQUIBB | CELG-RI | 10,800 | $487,080 | 0.30% |
| 69 | ZAI LAB LTD | ZLAB | 12,590 | $426,675 | 0.26% |
| 70 | NEUROCRINE BIOSCIENCES | NBIX | 2,960 | $415,525 | 0.26% |
| 71 | MADRIGAL PHARMA | MDGL | 730 | $334,822 | 0.21% |
| 72 | BIOGEN INC | BIIB | 2,375 | $332,690 | 0.21% |
| 73 | ROYALTY PHARMA PLC | RPRX | 9,280 | $327,398 | 0.20% |
| 74 | UNITED THERAPEUTICS | UTHR | 765 | $320,696 | 0.20% |
| 75 | TEMPUS AI INC | TEM | 3,760 | $303,470 | 0.19% |
| 76 | JAZZ PHARMA PLC | JAZZ | 2,244 | $295,759 | 0.18% |
| 77 | ILLUMINA INC | ILMN | 2,727 | $258,983 | 0.16% |
| 78 | INCYTE CORPORATION | INCY | 3,030 | $256,974 | 0.16% |
| 79 | VAXCYTE INC | PCVX | 4,205 | $151,464 | 0.09% |
| 80 | MODERNA INC | MRNA | 5,600 | $144,648 | 0.09% |
| 81 | AXSOME THERAPEUTICS | AXSM | 1,020 | $123,879 | 0.08% |
| 82 | MOONLAKE IMMUNOTHERA | MLTX | 956 | $6,855 | 0.00% |