SECTORAL ASSET MANAGEMENT INC

13F filer, CIK 1274413, MONTREAL, Quebec, Canada

SECTORAL ASSET MANAGEMENT INC reported $169,299,130 across 90 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-14. Its ten largest share positions make up 46.89% of the portfolio.

Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001104659-24-118494

Period: 2024-09-30
Reported value: $169M
Holdings: 90
Top 10 weight: 46.89%
New: 8
Sold out: 15

Largest buys vs the previous quarter

Security	Shares change	Approx. value
ZLABadded	+70,870	$1.71M
SGOVnew	+15,200	$1.53M
LEGNadded	+25,200	$1.23M
BMYadded	+20,000	$1.03M
BLUEPRINT MEDICINES CORPadded	+11,070	$1.02M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
LLYreduced	-12,419	-$11M
UNHreduced	-13,550	-$7.92M
MRKreduced	-62,500	-$7.1M
ABBVreduced	-29,150	-$5.76M
ABTreduced	-46,850	-$5.34M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001104659-24-118494, largest first. % of portfolio is the value over $169,299,130, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
LENZLENZ THERAPEUTICS INC	977,245	$23.2M	13.7%	-107,159	Timeline
CTNMCONTINEUM THERAPEUTICS INC	800,887	$15.3M	9.05%	0	Timeline
LLYELI LILLY & CO	10,996	$9.74M	5.75%	-12,419	Timeline
UNHUNITEDHEALTH GROUP INC	13,125	$7.67M	4.53%	-13,550	Timeline
GILDGILEAD SCIENCES INC	61,065	$5.12M	3.02%	-7,760	Timeline
JNJJOHNSON & JOHNSON	25,900	$4.2M	2.48%	-30,950	Timeline
MLYSMINERALYS THERAPEUTICS INC	329,513	$3.99M	2.36%	-109,235	Timeline
REGNREGENERON PHARMACEUTICALS	3,400	$3.57M	2.11%	-2,640	Timeline
PFEPFIZER INC	114,650	$3.32M	1.96%	-66,750	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	5,250	$3.25M	1.92%	-5,265	Timeline
ABBVABBVIE INC	15,800	$3.12M	1.84%	-29,150	Timeline
BSXBOSTON SCIENTIFIC CORP	33,026	$2.77M	1.63%	-38,450	Timeline
MRKMERCK & CO INC	24,000	$2.73M	1.61%	-62,500	Timeline
SYKSTRYKER CORPORATION	7,450	$2.69M	1.59%	-5,400	Timeline
ALNYALNYLAM PHARMACEUTICALS INC	9,690	$2.67M	1.57%	-2,790	Timeline
MDTMEDTRONIC PLC	29,350	$2.64M	1.56%	-30,201	Timeline
BMRNBIOMARIN PHARMACEUTICAL INC	36,870	$2.59M	1.53%	-4,390	Timeline
BMYBRISTOL-MYERS SQUIBB CO	50,000	$2.59M	1.53%	+20,000	Timeline
AZNASTRAZENECA PLC-SPONS ADR	21,340	$2.47M	1.46%	-310	Timeline
BOLDBOUNDLESS BIO INC	678,574	$2.35M	1.39%	-3,700	Timeline
AMGNAMGEN INC	7,090	$2.28M	1.35%	-7,610	Timeline
VRTXVERTEX PHARMACEUTICALS INC	4,840	$2.25M	1.33%	-3,810	Timeline
ABTABBOTT LABORATORIES	19,398	$2.21M	1.31%	-46,850	Timeline
ARGXARGENX SE	3,997	$2.17M	1.28%	-2,525	Timeline
IQVIQVIA HLDGS INC	7,600	$1.8M	1.06%	-8,000	Timeline
ZLABZAI LAB LTD	72,870	$1.76M	1.04%	+70,870	Timeline
EWEDWARDS LIFESCIENCES CORP	25,850	$1.71M	1.01%	+10,200	Timeline
PCVXVAXCYTE INC	14,540	$1.66M	0.98%	-19,190	Timeline
CVSCVS HEALTH CORP	25,500	$1.6M	0.95%	-13,500	Timeline
BNTXBIONTECH SE	13,155	$1.56M	0.92%	-14,110	Timeline
SRPTSAREPTA THERAPEUTICS INC	12,316	$1.54M	0.91%	-1,180	Timeline
SGOVISHARES TR	15,200	$1.53M	0.9%	new	Timeline
CYTKCYTOKINETICS INC	28,593	$1.51M	0.89%	-8,290	Timeline
FOLDAMICUS THERAPEUTIC	141,335	$1.51M	0.89%	-75,509	Timeline
ISRGINTUITIVE SURGICAL INC	3,050	$1.5M	0.89%	-2,350	Timeline
ZBHZIMMER BIOMET HOLDINGS INC	13,500	$1.46M	0.86%	-13,150	Timeline
NBIXNEUROCRINE BIOSCIENCES INC	12,515	$1.44M	0.85%	+8,580	Timeline
SPRYARS PHARMACEUTICALS INC	98,640	$1.43M	0.84%	-138,297	Timeline
BLUEPRINT MEDICINES CORPBLUEPRINT MEDICINES CORP	14,920	$1.38M	0.82%	+11,070
MLTXMOONLAKE IMMUNOTHERAPEUTICS	27,258	$1.37M	0.81%	+5,830	Timeline
DHRDANAHER CORP DEL	4,775	$1.33M	0.78%	-12,950	Timeline
LEGNLEGEND BIOTECH CORP	27,200	$1.33M	0.78%	+25,200	Timeline
ICLRICON PUB LTD CO	4,608	$1.32M	0.78%	-3,420	Timeline
OPCHOPTION CARE HEALTH INC	40,000	$1.25M	0.74%	-25,000	Timeline
BIIBBIOGEN INC	6,027	$1.17M	0.69%	-110	Timeline
RCUSARCUS BIOSCIENCES INC	75,522	$1.15M	0.68%	-2,863	Timeline
ARVNARVINAS INC	45,830	$1.13M	0.67%	+11,000	Timeline
EVHEVOLENT HEALTH INC	39,000	$1.1M	0.65%	-45,000	Timeline
GPCRSTRUCTURE THERAPEUTICS INC	24,395	$1.07M	0.63%	+11,030	Timeline
INARI MED INCINARI MED INC	25,000	$1.03M	0.61%	-15,500
MRNAMODERNA INC	13,960	$933K	0.55%	-8,150	Timeline
COGTCOGENT BIOSCIENCES INC	84,400	$912K	0.54%	-1,200	Timeline
GDRXGOODRX HLDGS INC	116,000	$805K	0.48%	-149,000	Timeline
RCKTROCKET PHARMACEUTICALS INC	43,383	$801K	0.47%	+30,853	Timeline
OLMAOLEMA PHARMACEUTICALS INC	65,980	$788K	0.47%	-52,500	Timeline
QUREUNIQURE NV	153,000	$754K	0.45%	new	Timeline
ILMNILLUMINA INC	5,745	$749K	0.44%	-65	Timeline
DXCMDEXCOM INC	10,700	$717K	0.42%	-21,450	Timeline
INSMINSMED INC	9,681	$707K	0.42%	-140	Timeline
HUMHUMANA INC	2,181	$691K	0.41%	-2,570	Timeline
ENGNENGENE HOLDINGS INC	94,219	$622K	0.37%	new	Timeline
ONCBEONE MEDICINES LTD	2,637	$592K	0.35%	+190	Timeline
SMMTSUMMIT THERAPEUTICS INC	26,700	$585K	0.35%	+1,700	Timeline
ROIVROIVANT SCIENCES LTD	45,127	$521K	0.31%	-830	Timeline
INTRA-CELLULAR THERAPIES INCINTRA-CELLULAR THERAPIES INC	6,430	$470K	0.28%	-100
RPRXROYALTY PHARMA PLC	16,430	$465K	0.27%	-220	Timeline
BBIOBRIDGEBIO PHARMA INC	15,085	$384K	0.23%	-450	Timeline
UTHRUNITED THERAPEUTICS CORP DEL	1,060	$380K	0.22%	-760	Timeline
IONSIONIS PHARMACEUTICALS INC	9,440	$378K	0.22%	-220	Timeline
TARSTARSUS PHARMACEUTICALS INC	11,300	$372K	0.22%	new	Timeline
MEDPMEDPACE HLDGS INC	1,086	$363K	0.21%	-20	Timeline
VERAVERA THERAPEUTICS INC	7,428	$328K	0.19%	-290	Timeline
SPRINGWORKS THERAPEUTICS INCSPRINGWORKS THERAPEUTICS INC	10,010	$321K	0.19%	new
ASNDASCENDIS PHARMA A/S	2,141	$320K	0.19%	-525	Timeline
VTRSVIATRIS INC	25,640	$298K	0.18%	+3,140	Timeline
APLSAPELLIS PHARMACEUTICALS INC	10,300	$297K	0.18%	-160	Timeline
CRNXCRINETICS PHARMACEUTICALS IN	5,800	$296K	0.18%	0	Timeline
RVMDREVOLUTION MEDICINES INC	6,430	$292K	0.17%	-170	Timeline
TURNSTONE BIOLOGICS CORPTURNSTONE BIOLOGICS CORP	517,648	$288K	0.17%	0
EXELEXELIXIS INC	11,010	$286K	0.17%	-450	Timeline
PTCTPTC THERAPEUTICS INC	7,600	$282K	0.17%	+3,300	Timeline
CATXPERSPECTIVE THERAPEUTICS INC	20,400	$272K	0.16%	+9,400	Timeline
NVONOVO-NORDISK A S	2,200	$262K	0.15%	new	Timeline
JAZZJAZZ PHARMACEUTICALS PLC	2,274	$253K	0.15%	-1,060	Timeline
MDGLMADRIGAL PHARMACEUTICALS INC	1,045	$222K	0.13%	-20	Timeline
GERNGERON CORP	46,000	$209K	0.12%	new	Timeline
ITEOS THERAPEUTICS INCITEOS THERAPEUTICS INC	15,650	$160K	0.09%	-81,316
JPSTJ P MORGAN EXCHANGE TRADED F	2,500	$127K	0.07%	new	Timeline
ADCTADC THERAPEUTICS SA	36,214	$114K	0.07%	-191,888	Timeline
KYTXKYVERNA THERAPEUTICS INC	22,900	$112K	0.07%	+15,900	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
ELVELEVANCE HEALTH INC FORMERLY	4,500	$2.44M	shares
PGNYPROGYNY INC	70,000	$2M	shares
STVNSTEVANATO GROUP S P A	89,000	$1.63M	shares
PODDINSULET CORP	7,350	$1.48M	shares
CITHE CIGNA GROUP	3,500	$1.16M	shares
BDXBECTON DICKINSON & CO	4,000	$935K	shares
INCYINCYTE CORP	8,905	$540K	shares
ALKSALKERMES PLC	16,730	$403K	shares
SNYSANOFI SA	7,330	$356K	shares
RDYDR REDDYS LABS LTD	4,500	$343K	shares
HALOHALOZYME THERAPEUTICS INC	3,815	$200K	shares
ARWRARROWHEAD PHARMACEUTICALS IN	7,522	$195K	shares
BHVNBIOHAVEN LTD	3,900	$135K	shares
SRRKSCHOLAR ROCK HLDG CORP	15,030	$125K	shares
GRALGRAIL INC	240	$3.69K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001104659-24-118494	base		2024-11-14	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC