0001104659-23-117467.txt : 20231114
0001104659-23-117467.hdr.sgml : 20231114
20231114060010
ACCESSION NUMBER: 0001104659-23-117467
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231114
DATE AS OF CHANGE: 20231114
EFFECTIVENESS DATE: 20231114
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SECTORAL ASSET MANAGEMENT INC
CENTRAL INDEX KEY: 0001274413
IRS NUMBER: 000000000
STATE OF INCORPORATION: A8
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-10653
FILM NUMBER: 231401277
BUSINESS ADDRESS:
STREET 1: 1010 SHERBROOKE ST., WEST
STREET 2: SUITE 1610
CITY: MONTREAL
STATE: A8
ZIP: H3A 2R7
BUSINESS PHONE: 514 849 8777
MAIL ADDRESS:
STREET 1: 1010 SHERBROOKE ST., WEST
STREET 2: SUITE 1610
CITY: MONTREAL
STATE: A8
ZIP: H3A 2R7
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001274413
XXXXXXXX
09-30-2023
09-30-2023
false
SECTORAL ASSET MANAGEMENT INC
1010 SHERBROOKE ST., WEST
SUITE 1610
MONTREAL
A8
H3A 2R7
13F HOLDINGS REPORT
028-10653
000110345
801-60079
N
Marina Lalakin
Chief Compliance Officer
1-514-589-1437
/s/ Marina Lalakin
Montreal
A8
11-08-2023
0
123
513530363
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COMMON
002824100
5084431
52498
SH
SOLE
52498
0
0
ABBVIE INC
COMMON
00287Y109
5858058
39300
SH
SOLE
39300
0
0
ACADIA PHARMACEUTCLS
COMMON
004225108
4375566
209960
SH
SOLE
10000
0
199960
ARCUTIS BIOTHERAPEUTICS
COMMON
03969K108
23136
4357
SH
SOLE
0
0
4357
ALLAKOS INC
COMMON
01671P100
1748200
770132
SH
SOLE
0
0
770132
ALNYLAM PHARMACUETCL
COMMON
02043Q107
5128816
28960
SH
SOLE
26800
0
2160
ALPHATEC HOLDINGS IN
COM NEW
02081G201
3195095
246345
SH
SOLE
0
0
246345
AMGEN INC
COMMON
031162100
7542749
28065
SH
SOLE
24000
0
4065
AMICUS THERAPEUTICS
COMMON
03152W109
9770122
803464
SH
SOLE
168525
0
634939
AMYLYX PHARMACEUTIC
COMMON
03237H101
1348623
73655
SH
SOLE
70090
0
3565
ANNEXON INC
COMMON
03589W102
2121133
898785
SH
SOLE
0
0
898785
APELLIS PHARMACEUTIC
COMMON
03753U106
198569
5220
SH
SOLE
3500
0
1720
ARCUS BIOSCIENCES
COMMON
03969F109
6739435
375456
SH
SOLE
101725
0
273731
ARGENX SE
SPN ADR
04016X101
603230
1227
SH
SOLE
850
0
377
ARROWHEAD PHARMACEUT
COMMON
04280A100
4233422
157552
SH
SOLE
5500
0
152052
ARVINAS INC
COMMON
04335A105
137676
7010
SH
SOLE
5100
0
1910
ASCENDIS PHARMA A S
SPN ADR
04351P101
397127
4241
SH
SOLE
2940
0
1301
ASTRAZENECA
SPN ADR
046353108
1680810
24820
SH
SOLE
17210
0
7610
ATEA PHARMACEUTICALS
COMMON
04683R106
1801383
600461
SH
SOLE
0
0
600461
ATRICURE INC
COMMON
04963C209
10360102
236532
SH
SOLE
63000
0
173532
AXONICS INC
COMMON
05465P101
9705954
172950
SH
SOLE
45000
0
127950
BEIGENE LIMITED
SPN ADR
07725L102
599327
3332
SH
SOLE
2810
0
522
BIOMARIN PHARMAC INC
COMMON
09061G101
12837563
145090
SH
SOLE
45600
0
99490
BIOGEN INC
COMMON
09062X103
3858234
15012
SH
SOLE
13002
0
2010
BIONTECH SE
SPON ADS
09075V102
374265
3445
SH
SOLE
2450
0
995
BIOATLA INC
COMMON
09077B104
1200305
706062
SH
SOLE
0
0
706062
BLUEPRINT MEDICINES
COMMON
09627Y109
8330996
165890
SH
SOLE
4550
0
161340
BOSTON SCIENTIFIC
COMMON
101137107
5225933
98976
SH
SOLE
98976
0
0
BRIDGEBIO PHARMA INC
COMMON
10806X102
4751742
180195
SH
SOLE
8100
0
172095
CONMED CORP
COMMON
207410101
11496900
114000
SH
SOLE
20000
0
94000
CYTOKINETICS INC
COMMON
23282W605
3485206
118303
SH
SOLE
5850
0
112453
DANAHER CORP
COMMON
235851102
2722898
10975
SH
SOLE
10975
0
0
DENALI THERAPEUTICS
COMMON
24823R105
5259433
254941
SH
SOLE
8500
0
246441
DEXCOM INC
COMMON
252131107
2957610
31700
SH
SOLE
31700
0
0
DOCGO INC
COMMON
256086109
3471962
651400
SH
SOLE
189760
0
461640
DR REDDYS LABS LTD
ADR
256135203
300915
4500
SH
SOLE
4500
0
0
EDWARDS LIFESCIENCE
COMMON
28176E108
3408576
49200
SH
SOLE
49200
0
0
EFFECTOR THERAPEUTCS
COMMON
28202V108
1429348
2382644
SH
SOLE
2382644
0
0
EVOLENT HEALTH INC
CL A
30050B101
10432957
383142
SH
SOLE
0
0
383142
EXELIXIS INC
COMMON
30161Q104
272688
12480
SH
SOLE
8700
0
3780
EYEPOINT PHARMA
COMMON
30233G209
1406879
176080
SH
SOLE
0
0
176080
FUSION PHARMACEUTI
COMMON
36118A100
148972
57297
SH
SOLE
57297
0
0
GENERATION BIO CO
COMMON
37148K100
1352045
356740
SH
SOLE
0
0
356740
GILEAD SCIENCES INC
COMMON
375558103
2858961
38150
SH
SOLE
26500
0
11650
GLAUKOS CORP
COMMON
377322102
5192250
69000
SH
SOLE
0
0
69000
GOODRX HLDGS INC
COMMON
38246G108
5669410
1007000
SH
SOLE
462000
0
545000
HALOZYME THERAPEUTIC
COMMON
40637H109
5577200
146000
SH
SOLE
0
0
146000
HEALTHEQUITY INC
COMMON
42226A107
10510069
143875
SH
SOLE
0
0
143875
HUMANA INC
COMMON
444859102
3563759
7325
SH
SOLE
7325
0
0
IRHYTHM TECHNOLOGIES
COMMON
450056106
3110580
33000
SH
SOLE
0
0
33000
ILLUMINA INC
COMMON
452327109
864864
6300
SH
SOLE
4370
0
1930
IMMUNOGEN INC
COMMON
45253H101
7365457
464112
SH
SOLE
12938
0
451174
INARI MED INC
COMMON
45332Y109
9028012
138043
SH
SOLE
0
0
138043
INCYTE CORPORATION
COMMON
45337C102
557192
9645
SH
SOLE
6680
0
2965
INSMED INC
COMMON
457669307
8771648
347392
SH
SOLE
9221
0
338171
INSULET CORP
COMMON
45784P101
5857270
36725
SH
SOLE
14750
0
21975
INTELLIA THERAPEUT
COMMON
45826J105
3551938
112332
SH
SOLE
0
0
112332
INTRA CELLULAR THERA
COMMON
46116X101
6442491
123680
SH
SOLE
4900
0
118780
IOVANCE BIOTHERAPEUT
COMMON
462260100
4481750
985000
SH
SOLE
275000
0
710000
IQVIA HOLDINGS INC
COMMON
46266C105
3738250
19000
SH
SOLE
19000
0
0
ITEOS THERAPEUTICS
COMMON
46565G104
1698071
155075
SH
SOLE
0
0
155075
JOHNSON & JOHNSON
COMMON
478160104
8854388
56850
SH
SOLE
56850
0
0
KARUNA THERAPEUTICS
COMMON
48576A100
4392958
25980
SH
SOLE
1480
0
24500
LANTHEUS HLDGS INC
COMMON
516544103
4932177
70987
SH
SOLE
0
0
70987
LEGEND BIOTECH CORP
SPON ADS
52490G102
448024
6670
SH
SOLE
5700
0
970
LILLY ELI & CO
COMMON
532457108
12496329
23265
SH
SOLE
23265
0
0
MACROGENICS INC
COMMON
556099109
1803425
387001
SH
SOLE
0
0
387001
MADRIGAL PHARMACEUTI
COMMON
558868105
3052382
20901
SH
SOLE
800
0
20101
MEDPACE HOLDINGS
COMMON
58506Q109
285956
1181
SH
SOLE
820
0
361
MERCK & CO INC
COMMON
58933Y105
5662250
55000
SH
SOLE
55000
0
0
MERIT MEDICAL SYS
COMMON
589889104
5452580
79000
SH
SOLE
0
0
79000
MINERALYS THERAPEUTI
COMMON
603170101
7995618
840759
SH
SOLE
523116
0
317643
MIRATI THERAPEUTICS
COMMON
60468T105
7923738
181904
SH
SOLE
44563
0
137341
MODERNA INC
COMMON
60770K107
1549350
15000
SH
SOLE
10400
0
4600
MOONLAKE IMMUNOTHERA
CLASS A
61559X104
5584005
97965
SH
SOLE
31234
0
66731
NEUROCRINE BIOSCIENC
COMMON
64125C109
453938
4035
SH
SOLE
2800
0
1235
OCULAR THERAPEUTIX
COMMON
67576A100
3043759
969350
SH
SOLE
41200
0
928150
OLEMA PHARMACEUTICAL
COMMON
68062P106
5405002
437652
SH
SOLE
11200
0
426452
OPTION CARE HEALTH
COMMON
68404L201
12147425
375500
SH
SOLE
90500
0
285000
PMV PHARMACEUTICALS
COMMON
69353Y103
1865479
303824
SH
SOLE
0
0
303824
PTC THERAPEUTICS I
COMMON
69366J200
4191029
187016
SH
SOLE
5125
0
181891
PFIZER INC
COMMON
717081103
5220958
157400
SH
SOLE
157400
0
0
PRIVIA HEALTH GROUP
COMMON
74276R102
11376306
494622
SH
SOLE
117310
0
377312
PROGYNY INC
COMMON
74340E103
4082400
120000
SH
SOLE
0
0
120000
RADNET INC
COMMON
750491102
10405887
369134
SH
SOLE
79296
0
289838
RALLYBIO CORP
COMMON
75120L100
1266985
375960
SH
SOLE
0
0
375960
REGENERON PHARMCTCLS
COMMON
75886F107
3061411
3720
SH
SOLE
2580
0
1140
REPLIMUNE GROUP INC
COMMON
76029N106
4637768
271056
SH
SOLE
80316
0
190740
REVOLUTION MEDICIN
COMMON
76155X100
3948552
142650
SH
SOLE
6000
0
136650
ROCKET PHARMACEUTICA
COMMON
77313F106
4651845
227030
SH
SOLE
8500
0
218530
R1 RCM INC
COMMON
77634L105
11215004
744194
SH
SOLE
176194
0
568000
SPDR SER TR
S&P BIOTECH
78464A870
1801769
24675
SH
SOLE
0
0
24675
SANOFI
SPN ADR
80105N105
688201
12830
SH
SOLE
8900
0
3930
SAREPTA THERAPEUTICS
COMMON
803607100
2182687
18006
SH
SOLE
16460
0
1546
SCHOLAR ROCK HLDG
COMMON
80706P103
2203826
310398
SH
SOLE
0
0
310398
SEAGEN INC
COMMON
81181C104
1953902
9210
SH
SOLE
6400
0
2810
SHOCKWAVE MEDICAL
COMMON
82489T104
3464340
17400
SH
SOLE
0
0
17400
ARS PHARMACEUTICALS
COMMON
82835W108
3965942
1049191
SH
SOLE
302088
0
747103
STAAR SURGICAL CO
COMMON
852312305
1888460
47000
SH
SOLE
0
0
47000
SUMMIT THERAPEUTICS
COMMON
86627T108
37400
20000
SH
SOLE
20000
0
0
SUTRO BIOPHARMA IN
COMMON
869367102
1500216
432339
SH
SOLE
0
0
432339
TELA BIO INC
COMMON
872381108
4200000
525000
SH
SOLE
215000
0
310000
TENET HEALTHCARE
COMMON
88033G407
6028935
91500
SH
SOLE
0
0
91500
THERMO FISHER SCI
COMMON
883556102
3626708
7165
SH
SOLE
7165
0
0
TURNSTONE BIOLOGICS
COMMON
90042W100
2039533
517648
SH
SOLE
517648
0
0
UNITED THERAPEUTICS
COMMON
91307C102
590650
2615
SH
SOLE
1815
0
800
UNITEDHEALTH GRP INC
COMMON
91324P102
8533416
16925
SH
SOLE
16925
0
0
VAXCYTE INC
COMMON
92243G108
6180305
121230
SH
SOLE
5350
0
115880
VENTYX BIOSCIENCES I
COMMON
92332V107
3056240
88000
SH
SOLE
4000
0
84000
VERASTEM INC
COMMON
92337C203
1653049
203327
SH
SOLE
0
0
203327
VERA THERAPEUTICS
CL A
92337R101
4896376
357139
SH
SOLE
116733
0
240406
VERALTO CORPORATION
COMMON
92338C103
309320
3658
SH
SOLE
3658
0
0
VERTEX PHARMACEUTICL
COMMON
92532F100
3049332
8769
SH
SOLE
6069
0
2700
ZAI LAB LTD
ADR
98887Q104
72930
3000
SH
SOLE
3000
0
0
ZENTALIS PHARMACEU
COMMON
98943L107
7753692
386525
SH
SOLE
80700
0
305825
ALKERMES PLC
SHS
G01767105
6841723
244260
SH
SOLE
9150
0
235110
HORIZON THERAPEUTICS
SHS
G46188101
290960
2515
SH
SOLE
0
0
2515
ICON PLC
SHS
G4705A100
8289514
33663
SH
SOLE
11850
0
21813
JAZZ PHARMA PLC
SHS USD
G50871105
506628
3914
SH
SOLE
2700
0
1214
MEDTRONIC PLC
SHS
G5960L103
3138396
40051
SH
SOLE
40051
0
0
PROTHENA CORP PLC
SHS
G72800108
8318638
172407
SH
SOLE
34629
0
137778
ROIVANT SCIENCES LTD
SHS
G76279101
355621
30447
SH
SOLE
22000
0
8447
ROYALTY PHARMA PLC
SHS CLASS A
G7709Q104
487163
17950
SH
SOLE
12440
0
5510