Q4 2024 · 13F-HR
SECTORAL ASSET MANAGEMENT INCholdings as filed
Filed 2025-02-14 · accession 0001104659-25-013709
$149.8M
Reported value
86
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 52635N103 | LENZ | LENZ THERAPEUTICS | $28.2M | 18.8% | 977,245 | Common | SOLE |
| 21217B100 | CTNM | CONTINEUM THERAPEUTI | $11.7M | 7.83% | 800,787 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $9.7M | 6.46% | 12,546 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GRP INC | $7.4M | 4.94% | 14,625 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $4.7M | 3.16% | 51,310 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTI | $4.7M | 3.13% | 380,883 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $3.3M | 2.23% | 18,800 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $3.3M | 2.21% | 22,900 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $3.3M | 2.18% | 12,550 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC | $2.9M | 1.94% | 32,526 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $2.8M | 1.84% | 24,398 | Common | SOLE |
| 110122108 | BMY | BRISTOL MYERS SQUIBB | $2.5M | 1.66% | 44,000 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCI | $2.5M | 1.65% | 4,750 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $2.4M | 1.63% | 24,500 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMCTCLS | $2.4M | 1.62% | 3,400 | Common | SOLE |
| 863667101 | SYK | STRYKER CORP | $2.3M | 1.54% | 6,400 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE | $2.2M | 1.44% | 18,950 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $2.1M | 1.41% | 26,350 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $2.1M | 1.41% | 3,430 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $2.1M | 1.37% | 77,650 | Common | SOLE |
| 10170A100 | BOLD | BOUNDLESS BIO INC | $2.0M | 1.31% | 678,574 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACUETCL | $2.0M | 1.30% | 8,300 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMAC INC | $1.9M | 1.29% | 29,400 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP | $1.7M | 1.12% | 7,275 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENC | $1.6M | 1.08% | 11,800 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGIC INC | $1.6M | 1.06% | 3,050 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $1.6M | 1.04% | 18,950 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMA | $1.5M | 0.99% | 3,670 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS | $1.3M | 0.89% | 11,020 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEU | $1.3M | 0.89% | 49,250 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERA | $1.3M | 0.86% | 23,687 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $1.3M | 0.85% | 135,620 | Common | SOLE |
| N90064101 | QURE | UNIQURE N.V. | $1.3M | 0.84% | 71,500 | Common | SOLE |
| 98887Q104 | ZLAB | ZAI LAB LTD | $1.2M | 0.78% | 44,800 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $1.2M | 0.77% | 24,500 | Common | SOLE |
| 42225T107 | HCAT | HEALTH CATALYST INC | $1.1M | 0.76% | 160,000 | Common | SOLE |
| 87650L103 | TARS | TARSUS PHARMACEUTICA | $1.1M | 0.75% | 20,300 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $1.1M | 0.75% | 106,007 | Common | SOLE |
| 09627Y109 | 2655787D | BLUEPRINT MEDICINES | $1.1M | 0.73% | 12,560 | Common | SOLE |
| 03969F109 | RCUS | ARCUS BIOSCIENCES INC | $1.0M | 0.69% | 69,552 | Common | SOLE |
| 74276R102 | PRVA | PRIVIA HEALTH GROUP | $1.0M | 0.68% | 52,000 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $987,580 | 0.66% | 22,000 | Common | SOLE |
| 52490G102 | LEGN | LEGEND BIOTECH CORP | $969,692 | 0.65% | 29,800 | Common | SOLE |
| 046353108 | AZNN | ASTRAZENECA PLC | $959,868 | 0.64% | 14,650 | Common | SOLE |
| 18914F103 | CLOV | CLOVER HEALTH INV CO | $866,250 | 0.58% | 275,000 | Common | SOLE |
| 46436E718 | SGOV | ISHARES TR | $802,640 | 0.54% | 8,000 | Common | NONE |
| 45332Y109 | NARIUSD | INARI MED INC | $773,561 | 0.52% | 15,153 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $621,315 | 0.41% | 2,250 | Common | SOLE |
| 462260100 | IOVA | IOVANCE BIOTHERAPEUT | $603,100 | 0.40% | 81,500 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $589,048 | 0.39% | 3,852 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $583,963 | 0.39% | 4,370 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCE | $581,136 | 0.39% | 7,850 | Common | SOLE |
| 04335A105 | ARVN | ARVINAS INC | $577,976 | 0.39% | 30,150 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES | $575,640 | 0.38% | 73,800 | Common | SOLE |
| 86627T108 | SMMT | SUMMIT THERAPEUTICS | $535,350 | 0.36% | 30,000 | Common | SOLE |
| 29286M105 | — | ENGENE HOLDINGS INC | $524,811 | 0.35% | 78,919 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $508,894 | 0.34% | 7,371 | Common | SOLE |
| 77313F106 | RCKT | ROCKET PHARMACEUTICA | $505,100 | 0.34% | 40,183 | Common | SOLE |
| 46116X101 | ITCIEUR | INTRA CELLULAR THERA | $409,248 | 0.27% | 4,900 | Common | SOLE |
| G76279101 | ROIV | ROIVANT SCIENCES LTD | $408,135 | 0.27% | 34,500 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $401,116 | 0.27% | 1,581 | Common | SOLE |
| 07725L102 | ONC | BEIGENE LTD | $371,267 | 0.25% | 2,010 | Common | SOLE |
| 68062P106 | OLMA | OLEMA PHARMACEUTICAL | $359,420 | 0.24% | 61,650 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $315,560 | 0.21% | 11,500 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HOLDINGS | $275,751 | 0.18% | 830 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS | $261,812 | 0.17% | 5,800 | Common | SOLE |
| 90042W100 | — | TURNSTONE BIOLOGICS | $257,219 | 0.17% | 517,648 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICAL | $251,712 | 0.17% | 7,200 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS | $241,053 | 0.16% | 5,700 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACE | $224,972 | 0.15% | 4,400 | Common | SOLE |
| 374163103 | GERN | GERON CORP | $224,790 | 0.15% | 63,500 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA AS | $220,272 | 0.15% | 1,600 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMA PLC | $215,513 | 0.14% | 1,750 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICIN | $214,326 | 0.14% | 4,900 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS | $209,940 | 0.14% | 595 | Common | SOLE |
| 85205L107 | SWTXUSD | SPRINGWORKS THERAPEU | $198,715 | 0.13% | 5,500 | Common | SOLE |
| 92556V106 | VTRS | VIATRIS INC | $194,220 | 0.13% | 15,600 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK AS | $189,244 | 0.13% | 2,200 | Common | SOLE |
| G7709Q104 | RPRX | ROYALTY PHARMA PLC | $183,672 | 0.12% | 7,200 | Common | SOLE |
| 60770K107 | MRNA | MODERNA INC | $180,873 | 0.12% | 4,350 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTI | $175,885 | 0.12% | 570 | Common | SOLE |
| 45337C102 | INCY | INCYTE CORPORATION | $172,675 | 0.12% | 2,500 | Common | SOLE |
| 14179K101 | CRGX | CARGO THERAPEUTICS | $122,570 | 0.08% | 8,500 | Common | SOLE |
| 30161Q104 | EXEL | EXELIXIS INC | $116,550 | 0.08% | 3,500 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $69,380 | 0.05% | 820 | Common | SOLE |
| 449778109 | IOBTQ | IO BIOTECH INC | $69,000 | 0.05% | 75,000 | 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.