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13F-HR filed by SECTORAL ASSET MANAGEMENT INC

SECTORAL ASSET MANAGEMENT INC filed this 13F-HR for the quarter ended 2023-09-30, filed 2023-11-14, with 123 holding rows worth $513,530,363.

Accession
0001104659-23-117467
Filed
2023-11-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2023

A holdings report, 123 entries on the cover page, a total value of $513,530,363 stated on the cover page (in dollars after the unit check, H1), rows summing to $513,530,363 with VALUE read as dollars as filed, 13F file number 028-10653. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
BIOMARIN PHARMACEUTICAL INC09061G101COM145,090$12,837,563dollars as filed
Eli Lilly and Company532457108COM23,265$12,496,329dollars as filed
OPTION CARE HEALTH INC COM NEW68404L201Stock375,500$12,147,425dollars as filed
CONMED CORP COM207410101Stock114,000$11,496,900dollars as filed
PRIVIA HEALTH GROUP INC74276R102COM494,622$11,376,306dollars as filed
R1 RCM INC77634L105COM744,194$11,215,004dollars as filed
HEALTHEQUITY INC COM42226A107Stock143,875$10,510,069dollars as filed
EVOLENT HEALTH INC CL A30050B101Stock383,142$10,432,957dollars as filed
RADNET INC750491102COM369,134$10,405,887dollars as filed
ATRICURE INC04963C209COM236,532$10,360,102dollars as filed
AMICUS THERAPEUTICS INC03152W109COM803,464$9,770,122dollars as filed
AXONICS INC05465P101COM172,950$9,705,954dollars as filed
INARI MED INC45332Y109COM138,043$9,028,012dollars as filed
Johnson & Johnson478160104COM56,850$8,854,388dollars as filed
INSMED INC COM PAR $.01457669307Stock347,392$8,771,648dollars as filed
UnitedHealth Group Inc91324P102COM16,925$8,533,416dollars as filed
BLUEPRINT MEDICINES CORP09627Y109COM165,890$8,330,996dollars as filed
PROTHENA CORP PLC SHSG72800108Stock172,407$8,318,638dollars as filed
ICON PUB LTD CO SHSG4705A100Stock33,663$8,289,514dollars as filed
MINERALYS THERAPEUTICS INC603170101COM840,759$7,995,618dollars as filed
MIRATI THERAPEUTICS INC60468T105COM181,904$7,923,738dollars as filed
ZENTALIS PHARMACEUTICALS INC98943L107COMMON STOCK386,525$7,753,692dollars as filed
Amgen Inc.031162100COM28,065$7,542,749dollars as filed
IMMUNOGEN INC45253H101COMMON STOCK464,112$7,365,457dollars as filed
ALKERMES PLCG01767105SHS244,260$6,841,723dollars as filed
ARCUS BIOSCIENCES INC03969F109COM375,456$6,739,435dollars as filed
INTRA-CELLULAR THERAPIES INC46116X101COMMON STOCK123,680$6,442,491dollars as filed
VAXCYTE INC COM92243G108Stock121,230$6,180,305dollars as filed
TENET HEALTHCARE CORP COM NEW88033G407Stock91,500$6,028,935dollars as filed
AbbVie,Inc.00287Y109COM39,300$5,858,058dollars as filed
INSULET CORP COM45784P101Stock36,725$5,857,270dollars as filed
GOODRX HLDGS INC38246G108COM CL A1,007,000$5,669,410dollars as filed
Merck & Co.,Inc.58933Y105COM55,000$5,662,250dollars as filed
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD61559X104Stock97,965$5,584,005dollars as filed
HALOZYME THERAPEUTICS INC COM40637H109Stock146,000$5,577,200dollars as filed
MERIT MED SYS INC COM589889104Stock79,000$5,452,580dollars as filed
OLEMA PHARMACEUTICALS INC68062P106COM437,652$5,405,002dollars as filed
DENALI THERAPEUTICS INC COM24823R105Stock254,941$5,259,433dollars as filed
Boston Scientific Corporation101137107COM98,976$5,225,933dollars as filed
Pfizer Inc.717081103COM157,400$5,220,958dollars as filed
GLAUKOS CORP COM377322102Stock69,000$5,192,250dollars as filed
ALNYLAM PHARMACEUTICALS INC COM02043Q107Stock28,960$5,128,816dollars as filed
Abbott Laboratories002824100COM52,498$5,084,431dollars as filed
LANTHEUS HLDGS INC516544103COM70,987$4,932,177dollars as filed
VERA THERAPEUTICS INC92337R101COMMON STOCK357,139$4,896,376dollars as filed
BRIDGEBIO PHARMA INC10806X102COM180,195$4,751,742dollars as filed
ROCKET PHARMACEUTICALS INC77313F106COM227,030$4,651,845dollars as filed
REPLIMUNE GROUP INC76029N106COMMON STOCK271,056$4,637,768dollars as filed
IOVANCE BIOTHERAPEUTICS INC462260100COM985,000$4,481,750dollars as filed
KARUNA THERAPEUTICS INC48576A100COM25,980$4,392,958dollars as filed
ACADIA PHARMACEUTICALS INC004225108COM209,960$4,375,566dollars as filed
ARROWHEAD PHARMACEUTICALS IN04280A100COM157,552$4,233,422dollars as filed
TELA BIO INC872381108COM525,000$4,200,000dollars as filed
PTC THERAPEUTICS INC69366J200COM187,016$4,191,029dollars as filed
PROGYNY INC COM74340E103Stock120,000$4,082,400dollars as filed
ARS PHARMACEUTICALS INC82835W108COM1,049,191$3,965,942dollars as filed
REVOLUTION MEDICINES INC COM76155X100Stock142,650$3,948,552dollars as filed
BIOGEN INC COM09062X103Stock15,012$3,858,234dollars as filed
IQVIA HLDGS INC COM46266C105Stock19,000$3,738,250dollars as filed
Thermo Fisher Scientific Inc.883556102COM7,165$3,626,708dollars as filed
HUMANA INC COM444859102Stock7,325$3,563,759dollars as filed
INTELLIA THERAPEUTICS INC45826J105COM112,332$3,551,938dollars as filed
CYTOKINETICS INC23282W605COM NEW118,303$3,485,206dollars as filed
DOCGO INC256086109COM651,400$3,471,962dollars as filed
SHOCKWAVE MED INC82489T104COM17,400$3,464,340dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock49,200$3,408,576dollars as filed
ALPHATEC HLDGS INC02081G201COM NEW246,345$3,195,095dollars as filed
Medtronic PlcG5960L103COM40,051$3,138,396dollars as filed
IRHYTHM HOLDINGS INC COM450056106Stock33,000$3,110,580dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock3,720$3,061,411dollars as filed
Ventyx Biosciences Inc92332V107Common Stock88,000$3,056,240dollars as filed
MADRIGAL PHARMACEUTICALS INC COM558868105Stock20,901$3,052,382dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM8,769$3,049,332dollars as filed
OCULAR THERAPEUTIX INC67576A100COM969,350$3,043,759dollars as filed
DEXCOM INC COM252131107Stock31,700$2,957,610dollars as filed
Gilead Sciences,Inc.375558103COM38,150$2,858,961dollars as filed
Danaher Corporation235851102COM10,975$2,722,898dollars as filed
SCHOLAR ROCK HLDG CORP80706P103COM310,398$2,203,826dollars as filed
SAREPTA THERAPEUTICS INC803607100COM18,006$2,182,687dollars as filed
ANNEXON INC03589W102COM898,785$2,121,133dollars as filed
TURNSTONE BIOLOGICS CORP90042W100COM517,648$2,039,533dollars as filed
SEAGEN INC81181C104COM9,210$1,953,902dollars as filed
STAAR SURGICAL CO COM PAR $0.01852312305Stock47,000$1,888,460dollars as filed
PMV PHARMACEUTICALS INC69353Y103COM303,824$1,865,479dollars as filed
MACROGENICS INC556099109COM387,001$1,803,425dollars as filed
SPDR SER TR78464A870S&P BIOTECH24,675$1,801,769dollars as filed
ATEA PHARMACEUTICALS INC04683R106COMMON STOCK600,461$1,801,383dollars as filed
ALLAKOS INC01671P100COM770,132$1,748,200dollars as filed
ITEOS THERAPEUTICS INC46565G104COM155,075$1,698,071dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR24,820$1,680,810dollars as filed
VERASTEM INC92337C203COMMON STOCK203,327$1,653,049dollars as filed
MODERNA INC60770K107COM15,000$1,549,350dollars as filed
SUTRO BIOPHARMA INC869367102COM432,339$1,500,216dollars as filed
EFFECTOR THERAPEUTICS INC28202V108COM2,382,644$1,429,348dollars as filed
EYEPOINT INC COM NEW30233G209Stock176,080$1,406,879dollars as filed
GENERATION BIO CO37148K100COM356,740$1,352,045dollars as filed
AMYLYX PHARMACEUTICALS INC03237H101COM73,655$1,348,623dollars as filed
RALLYBIO CORP75120L100COM375,960$1,266,985dollars as filed
BIOATLA INC09077B104COM706,062$1,200,305dollars as filed
ILLUMINA INC452327109COM6,300$864,864dollars as filed
SANOFI SA SPONSORED ADR80105N105ADR12,830$688,201dollars as filed
ARGENX SE SPONSORED ADR04016X101ADR1,227$603,230dollars as filed
BEONE MEDICINES LTD SPONSORED ADS07725L102ADR3,332$599,327dollars as filed
UNITED THERAPEUTICS CORP DEL COM91307C102Stock2,615$590,650dollars as filed
INCYTE CORP COM45337C102Stock9,645$557,192dollars as filed
JAZZ PHARMACEUTICALS PLC SHS USDG50871105Stock3,914$506,628dollars as filed
ROYALTY PHARMA PLCG7709Q104SHS CLASS A17,950$487,163dollars as filed
NEUROCRINE BIOSCIENCES INC64125C109COM4,035$453,938dollars as filed
LEGEND BIOTECH CORP52490G102SPONSORED ADS6,670$448,024dollars as filed
ASCENDIS PHARMA A/S DKK 1.0 AD04351P101SPONSORED ADR4,241$397,127dollars as filed
BIONTECH SE SPONSORED ADS09075V102ADR3,445$374,265dollars as filed
ROIVANT SCIENCES LTDG76279101SHS30,447$355,621dollars as filed
VERALTO CORP COM SHS92338C103Stock3,658$309,320dollars as filed
DR REDDYS LABS LTD ADR256135203ADR4,500$300,915dollars as filed
HORIZON THERAPEUTICS PLCG46188101SHS2,515$290,960dollars as filed
MEDPACE HLDGS INC COM58506Q109Stock1,181$285,956dollars as filed
EXELIXIS INC COM30161Q104Stock12,480$272,688dollars as filed
APELLIS PHARMACEUTICALS INC03753U106COM5,220$198,569dollars as filed
FUSION PHARMACEUTICALS INC36118A100COM57,297$148,972dollars as filed
ARVINAS INC04335A105COM7,010$137,676dollars as filed
ZAI LAB LTD ADR98887Q104ADR3,000$72,930dollars as filed
SUMMIT THERAPEUTICS INC86627T108COM20,000$37,400dollars as filed
ARCUTIS BIOTHERAPEUTICS INC03969K108COM4,357$23,136dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001104659-23-117467this filing2023-11-14acceptance time not in the bulk data set