Sectoral Asset Management Inc.

Name: SECTORAL ASSET MANAGEMENT INC 13F holdings, Q3 2024
Creator: SECTORAL ASSET MANAGEMENT INC
Published: 2024-11-14

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q1 2024

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Sectoral Asset Management Inc. reported 90 stock positions worth $169.3 million. Its top holding was Lenz Therapeutics (LENZ) at 13.7% of the portfolio, followed by Contineum Therapeutics Class A (CTNM, 9.1%) and Eli Lilly (LLY, 5.8%). Compared with Q2 2024, it opened 8 new positions, sold out of 15, added to 16 and reduced 63. The biggest buy was Zai Lab Ltd.-ADR (ZLAB, shares +3544%) and the biggest sale Eli Lilly (LLY, shares −53%).

Most Recent 13F: Q2 2026
Location: MONTREAL, A8
CIK: 0001274413
Portfolio Value: $169.3M (Q3 2024)
SEC Filing: 0001104659-24-118494 ↗ filed Nov 14, 2024

Holdings Value

Holdings 90 stocks · $169.3M


LENZ Lenz Therapeutics Inc.	13.70%	977,245	$23.2M	Reduce -9.9%
CTNM Contineum Therapeutics Inc. Class A	9.05%	800,887	$15.3M	No change
LLY Eli Lilly & Co.	5.75%	10,996	$9.7M	Reduce -53.0%
UNH Unitedhealth Group Inc.	4.53%	13,125	$7.7M	Reduce -50.8%
GILD Gilead Sciences Inc.	3.02%	61,065	$5.1M	Reduce -11.3%
JNJ Johnson & Johnson	2.48%	25,900	$4.2M	Reduce -54.4%
MLYS Mineralys Therapeutics Inc.	2.36%	329,513	$4.0M	Reduce -24.9%
REGN Regeneron Pharmaceuticals	2.11%	3,400	$3.6M	Reduce -43.7%
PFE Pfizer Inc.	1.96%	114,650	$3.3M	Reduce -36.8%
TMO Thermo Fisher Scientific Inc.	1.92%	5,250	$3.2M	Reduce -50.1%
ABBV Abbvie Inc.	1.84%	15,800	$3.1M	Reduce -64.8%
BSX Boston Scientific Corp.	1.63%	33,026	$2.8M	Reduce -53.8%
MRK Merck & Co. Inc.	1.61%	24,000	$2.7M	Reduce -72.3%
SYK Stryker Corp.	1.59%	7,450	$2.7M	Reduce -42.0%
ALNY Alnylam Pharmaceuticals Inc.	1.57%	9,690	$2.7M	Reduce -22.4%
MDT Medtronic PLC	1.56%	29,350	$2.6M	Reduce -50.7%
BMRN Biomarin Pharmaceutical Inc.	1.53%	36,870	$2.6M	Reduce -10.6%
BMY Bristol-Myers Squibb Co.	1.53%	50,000	$2.6M	Add +66.7%
AZN Astrazeneca PLC-Spons ADR	1.46%	21,340	$2.5M	Reduce -1.4%
BOLD Boundless Bio Inc.	1.39%	678,574	$2.4M	Reduce -0.5%
AMGN Amgen Inc.	1.35%	7,090	$2.3M	Reduce -51.8%
VRTX Vertex Pharmaceuticals Inc.	1.33%	4,840	$2.3M	Reduce -44.0%
ABT Abbott Laboratories	1.31%	19,398	$2.2M	Reduce -70.7%
ARGX Argenx SE - ADR	1.28%	3,997	$2.2M	Reduce -38.7%
IQV Iqvia Holdings Inc.	1.06%	7,600	$1.8M	Reduce -51.3%
ZLAB Zai Lab Ltd.-ADR	1.04%	72,870	$1.8M	Add +3543.5%
EW Edwards Lifesciences Corp.	1.01%	25,850	$1.7M	Add +65.2%
PCVX Vaxcyte Inc.	0.98%	14,540	$1.7M	Reduce -56.9%
CVS CVS Health Corp.	0.95%	25,500	$1.6M	Reduce -34.6%
BNTX Biontech SE-ADR	0.92%	13,155	$1.6M	Reduce -51.8%
SRPT Sarepta Therapeutics Inc.	0.91%	12,316	$1.5M	Reduce -8.7%
SGOV iShares 0-3 Month Treasury B	0.90%	15,200	$1.5M	New
CYTK Cytokinetics Inc.	0.89%	28,593	$1.5M	Reduce -22.5%
FOLD Amicus Therapeutics Inc.	0.89%	141,335	$1.5M	Reduce -34.8%
ISRG Intuitive Surgical Inc.	0.89%	3,050	$1.5M	Reduce -43.5%
ZBH Zimmer Biomet Holdings Inc.	0.86%	13,500	$1.5M	Reduce -49.3%
NBIX Neurocrine Biosciences Inc.	0.85%	12,515	$1.4M	Add +218.0%
SPRY Ars Pharmaceuticals Inc.	0.84%	98,640	$1.4M	Reduce -58.4%
BPMC Blueprint Medicines Corp.	0.82%	14,920	$1.4M	Add +287.5%
MLTX Moonlake Immunotherapeutics	0.81%	27,258	$1.4M	Add +27.2%
DHR Danaher Corp.	0.78%	4,775	$1.3M	Reduce -73.1%
LEGN Legend Biotech Corp.-ADR	0.78%	27,200	$1.3M	Add +1260.0%
ICLR Icon PLC	0.78%	4,608	$1.3M	Reduce -42.6%
OPCH Option Care Health Inc.	0.74%	40,000	$1.3M	Reduce -38.5%
BIIB Biogen Inc.	0.69%	6,027	$1.2M	Reduce -1.8%
RCUS Arcus Biosciences Inc.	0.68%	75,522	$1.2M	Reduce -3.6%
ARVN Arvinas Inc.	0.67%	45,830	$1.1M	Add +31.6%
EVH Evolent Health Inc. Class A	0.65%	39,000	$1.1M	Reduce -53.6%
GPCR Structure Therapeutics Inc.	0.63%	24,395	$1.1M	Add +82.5%
NARI Inari Medical Inc.	0.61%	25,000	$1.0M	Reduce -38.3%
MRNA Moderna Inc.	0.55%	13,960	$933K	Reduce -36.9%
COGT Cogent Biosciences Inc.	0.54%	84,400	$912K	Reduce -1.4%
GDRX Goodrx Holdings Inc. Class A	0.48%	116,000	$805K	Reduce -56.2%
RCKT Rocket Pharmaceuticals Inc.	0.47%	43,383	$801K	Add +246.2%
OLMA Olema Pharmaceuticals Inc.	0.47%	65,980	$788K	Reduce -44.3%
QURE Uniqure NV	0.45%	153,000	$754K	New
ILMN Illumina Inc.	0.44%	5,745	$749K	Reduce -1.1%
DXCM Dexcom Inc.	0.42%	10,700	$717K	Reduce -66.7%
INSM Insmed Inc.	0.42%	9,681	$707K	Reduce -1.4%
HUM Humana Inc.	0.41%	2,181	$691K	Reduce -54.1%
ENGN Engene Holdings Inc.	0.37%	94,219	$622K	New
ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD	0.35%	2,637	$592K	Add +7.8%
SMMT Summit Therapeutics Inc.	0.35%	26,700	$585K	Add +6.8%
ROIV Roivant Sciences Ltd.	0.31%	45,127	$521K	Reduce -1.8%
ITCI Intra-Cellular Therapies Inc.	0.28%	6,430	$470K	Reduce -1.5%
RPRX Royalty Pharma PLC Class A	0.27%	16,430	$465K	Reduce -1.3%
BBIO Bridgebio Pharma Inc.	0.23%	15,085	$384K	Reduce -2.9%
UTHR United Therapeutics Corp.	0.22%	1,060	$380K	Reduce -41.8%
IONS Ionis Pharmaceuticals Inc.	0.22%	9,440	$378K	Reduce -2.3%
TARS Tarsus Pharmaceuticals Inc.	0.22%	11,300	$372K	New
MEDP Medpace Holdings Inc.	0.21%	1,086	$363K	Reduce -1.8%
VERA Vera Therapeutics Inc.	0.19%	7,428	$328K	Reduce -3.8%
SWTX Springworks Therapeutics Inc.	0.19%	10,010	$321K	New
ASND Ascendis Pharma A/S	0.19%	2,141	$320K	Reduce -19.7%
VTRS Viatris Inc.	0.18%	25,640	$298K	Add +14.0%
APLS Apellis Pharmaceuticals Inc.	0.18%	10,300	$297K	Reduce -1.5%
CRNX Crinetics Pharmaceuticals Inc.	0.18%	5,800	$296K	No change
RVMD Revolution Medicines Inc.	0.17%	6,430	$292K	Reduce -2.6%
TSBX Turnstone Biologics Corp.	0.17%	517,648	$288K	No change
EXEL Exelixis Inc.	0.17%	11,010	$286K	Reduce -3.9%
PTCT PTC Therapeutics Inc.	0.17%	7,600	$282K	Add +76.7%
CATX Perspective Therapeutics Inc.	0.16%	20,400	$272K	Add +85.5%
NVO Novo-Nordisk A/S-Spons ADR	0.15%	2,200	$262K	New
JAZZ Jazz Pharmaceuticals PLC	0.15%	2,274	$253K	Reduce -31.8%
MDGL Madrigal Pharmaceuticals Inc.	0.13%	1,045	$222K	Reduce -1.9%
GERN Geron Corp.	0.12%	46,000	$209K	New
ITOS Iteos Therapeutics Inc.	0.09%	15,650	$160K	Reduce -83.9%
JPST JPMorgan Ultra-Short Income	0.07%	2,500	$127K	New
ADCT Adc Therapeutics SA	0.07%	36,214	$114K	Reduce -84.1%
KYTX Kyverna Therapeutics Inc.	0.07%	22,900	$112K	Add +227.1%

Portfolio Sells Q2 2024 → Q3 2024


LLY Eli Lilly & Co.	Reduce -53.0%	5.75%	−2.86
MRK Merck & Co. Inc.	Reduce -72.3%	1.61%	−2.74
ABT Abbott Laboratories	Reduce -70.7%	1.31%	−1.49
ABBV Abbvie Inc.	Reduce -64.8%	1.84%	−1.29
DXCM Dexcom Inc.	Reduce -66.7%	0.42%	−1.06
DHR Danaher Corp.	Reduce -73.1%	0.78%	−1.02
ELV Elevance Health Inc.	Sold out	0.00%	−0.99
UNH Unitedhealth Group Inc.	Reduce -50.8%	4.53%	−0.99
JNJ Johnson & Johnson	Reduce -54.4%	2.48%	−0.90
PGNY Progyny Inc.	Sold out	0.00%	−0.81
STVN Stevanato Group SPA	Sold out	0.00%	−0.66
PODD Insulet Corp.	Sold out	0.00%	−0.60
BSX Boston Scientific Corp.	Reduce -53.8%	1.63%	−0.60
AMGN Amgen Inc.	Reduce -51.8%	1.35%	−0.52
MRNA Moderna Inc.	Reduce -36.9%	0.55%	−0.52
ITOS Iteos Therapeutics Inc.	Reduce -83.9%	0.09%	−0.49
CI The Cigna Group	Sold out	0.00%	−0.47
REGN Regeneron Pharmaceuticals	Reduce -43.7%	2.11%	−0.47
TMO Thermo Fisher Scientific Inc.	Reduce -50.1%	1.92%	−0.45
BDX Becton Dickinson and Co.	Sold out	0.00%	−0.38
GDRX Goodrx Holdings Inc. Class A	Reduce -56.2%	0.48%	−0.36
MDT Medtronic PLC	Reduce -50.7%	1.56%	−0.34
VRTX Vertex Pharmaceuticals Inc.	Reduce -44.0%	1.33%	−0.32
ZBH Zimmer Biomet Holdings Inc.	Reduce -49.3%	0.86%	−0.31
HUM Humana Inc.	Reduce -54.1%	0.41%	−0.31
IQV Iqvia Holdings Inc.	Reduce -51.3%	1.06%	−0.28
ICLR Icon PLC	Reduce -42.6%	0.78%	−0.24
ADCT Adc Therapeutics SA	Reduce -84.1%	0.07%	−0.23
INCY Incyte Corp.	Sold out	0.00%	−0.22
SYK Stryker Corp.	Reduce -42.0%	1.59%	−0.19
NARI Inari Medical Inc.	Reduce -38.3%	0.61%	−0.18
ALKS Alkermes PLC	Sold out	0.00%	−0.16
SNY Sanofi-ADR	Sold out	0.00%	−0.14
RDY Dr. Reddy's Laboratories-ADR	Sold out	0.00%	−0.14
PFE Pfizer Inc.	Reduce -36.8%	1.96%	−0.10
ISRG Intuitive Surgical Inc.	Reduce -43.5%	0.89%	−0.09
HALO Halozyme Therapeutics Inc.	Sold out	0.00%	−0.08
ARWR Arrowhead Pharmaceuticals Inc.	Sold out	0.00%	−0.08
OLMA Olema Pharmaceuticals Inc.	Reduce -44.3%	0.47%	−0.06
BHVN Biohaven Ltd.	Sold out	0.00%	−0.06
PCVX Vaxcyte Inc.	Reduce -56.9%	0.98%	−0.05
SRRK Scholar Rock Holding Corp.	Sold out	0.00%	−0.05
UTHR United Therapeutics Corp.	Reduce -41.8%	0.22%	−0.01
GRAL Grail Inc.	Sold out	0.00%	−0.00
EVH Evolent Health Inc. Class A	Reduce -53.6%	0.65%	−0.00
JAZZ Jazz Pharmaceuticals PLC	Reduce -31.8%	0.15%	+0.01
OPCH Option Care Health Inc.	Reduce -38.5%	0.74%	+0.01
MDGL Madrigal Pharmaceuticals Inc.	Reduce -1.9%	0.13%	+0.01
CVS CVS Health Corp.	Reduce -34.6%	0.95%	+0.01
APLS Apellis Pharmaceuticals Inc.	Reduce -1.5%	0.18%	+0.01

Portfolio Buys Q2 2024 → Q3 2024


ZLAB Zai Lab Ltd.-ADR	Add +3543.5%	1.04%	+1.02
BMY Bristol-Myers Squibb Co.	Add +66.7%	1.53%	+1.02
SGOV iShares 0-3 Month Treasury B	New	0.90%	+0.90
LEGN Legend Biotech Corp.-ADR	Add +1260.0%	0.78%	+0.75
BPMC Blueprint Medicines Corp.	Add +287.5%	0.82%	+0.65
NBIX Neurocrine Biosciences Inc.	Add +218.0%	0.85%	+0.63
QURE Uniqure NV	New	0.45%	+0.45
MLTX Moonlake Immunotherapeutics	Add +27.2%	0.81%	+0.43
EW Edwards Lifesciences Corp.	Add +65.2%	1.01%	+0.42
GPCR Structure Therapeutics Inc.	Add +82.5%	0.63%	+0.42
ENGN Engene Holdings Inc.	New	0.37%	+0.37
RCKT Rocket Pharmaceuticals Inc.	Add +246.2%	0.47%	+0.36
ARVN Arvinas Inc.	Add +31.6%	0.67%	+0.29
SMMT Summit Therapeutics Inc.	Add +6.8%	0.35%	+0.27
TARS Tarsus Pharmaceuticals Inc.	New	0.22%	+0.22
ONC Beone Medicines Ltd.-ADR	Add +7.8%	0.35%	+0.21
SWTX Springworks Therapeutics Inc.	New	0.19%	+0.19
NVO Novo-Nordisk A/S-Spons ADR	New	0.15%	+0.15
GERN Geron Corp.	New	0.12%	+0.12
CATX Perspective Therapeutics Inc.	Add +85.5%	0.16%	+0.12
PTCT PTC Therapeutics Inc.	Add +76.7%	0.17%	+0.11
VTRS Viatris Inc.	Add +14.0%	0.18%	+0.08
JPST JPMorgan Ultra-Short Income	New	0.07%	+0.07
KYTX Kyverna Therapeutics Inc.	Add +227.1%	0.07%	+0.04

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	82	$143.3M	CTNM, SI, LLY, UNH, JNJ
Q1 2026	77	$120.7M	EVMN, CTNM, SI, LLY, JNJ
Q4 2025	74	$124.8M	EVMN, CTNM, LLY, SI, UNH
Q3 2025	82	$162.0M	CTNM, LLY, GPCR, ANAB, SI
Q2 2025	94	$151.5M	LENZ, LLY, UNH, MLYS, CTNM
Q1 2025	84	$128.5M	LENZ, LLY, UNH, MLYS, CTNM
Q4 2024	86	$149.8M	LENZ, CTNM, LLY, UNH, GILD
Q3 2024	90	$169.3M	LENZ, CTNM, LLY, UNH, GILD
Q2 2024	97	$246.1M	LLY, LENZ, CTNM, UNH, MRK
Q1 2024	92	$254.4M	LENZ, LLY, BOLD, UNH, MRK