SECTORAL ASSET MANAGEMENT INC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| EVOMMUNE INC | 0 | 589,005 | +589,005 | 0 | 10,083,766 | +10,083,766 |
| SHOULDER INNOVATIONS | 430,282 | 492,435 | +62,153 | 5,400,039 | 7,041,821 | +1,641,782 |
| JOHNSON & JOHNSON | 15,300 | 20,300 | +5,000 | 2,836,926 | 4,201,085 | +1,364,159 |
| AMGEN INC | 10,340 | 13,070 | +2,730 | 2,917,948 | 4,277,942 | +1,359,994 |
| COGENT BIOSCIENCES INC | 0 | 32,685 | +32,685 | 0 | 1,160,971 | +1,160,971 |
| VERA THERAPEUTICS | 30,188 | 36,858 | +6,670 | 877,263 | 1,866,490 | +989,227 |
| MERCK & CO INC | 16,400 | 21,400 | +5,000 | 1,385,751 | 2,252,564 | +866,813 |
| STRYKER CORP | 4,300 | 6,550 | +2,250 | 1,592,109 | 2,302,129 | +710,020 |
| LENZ THERAPEUTICS INC | 0 | 42,500 | +42,500 | 0 | 680,000 | +680,000 |
| ELI LILLY & CO | 9,376 | 7,276 | -2,100 | 7,153,888 | 7,819,372 | +665,484 |
| INSPIRE MED SYS INC | 0 | 7,200 | +7,200 | 0 | 664,056 | +664,056 |
| ABBOTT LABS | 17,198 | 23,498 | +6,300 | 2,303,500 | 2,944,064 | +640,564 |
| REGENERON PHARMCTCLS | 3,968 | 3,715 | -253 | 2,231,087 | 2,867,497 | +636,410 |
| VERTEX PHARMA | 7,715 | 8,005 | +290 | 3,021,503 | 3,629,147 | +607,644 |
| CARLSMED INC | 0 | 47,700 | +47,700 | 0 | 589,095 | +589,095 |
| NEKTAR THERAPEUTICS | 0 | 13,485 | +13,485 | 0 | 570,146 | +570,146 |
| UNITED THERAPEUTICS | 765 | 1,723 | +958 | 320,696 | 839,532 | +518,836 |
| DEXCOM INC | 20,700 | 28,700 | +8,000 | 1,392,903 | 1,904,819 | +511,916 |
| BOSTON SCIENTIFIC | 22,126 | 27,626 | +5,500 | 2,160,161 | 2,634,139 | +473,978 |
| ABBVIE INC | 14,800 | 16,800 | +2,000 | 3,426,792 | 3,838,632 | +411,840 |
| THERMO FISHER SCIENTIFIC | 3,900 | 3,900 | 0 | 1,892,752 | 2,259,855 | +367,103 |
| DANAHER CORP | 10,575 | 10,575 | 0 | 2,098,968 | 2,420,829 | +321,861 |
| EDWARDS LIFESCIENCE | 15,000 | 17,250 | +2,250 | 1,166,550 | 1,470,563 | +304,013 |
| ROIVANT SCIENCES LTD | 50,007 | 45,347 | -4,660 | 756,606 | 984,030 | +227,424 |
| AXSOME THERAPEUTICS | 1,020 | 1,740 | +720 | 123,879 | 317,794 | +193,915 |
| INTUITIVE SURGIC INC | 5,750 | 4,850 | -900 | 2,571,573 | 2,746,846 | +175,273 |
| BRIDGEBIO PHARMA | 13,650 | 11,170 | -2,480 | 708,981 | 854,393 | +145,412 |
| TARSUS PHARMACEUTICAL | 18,405 | 14,740 | -3,665 | 1,093,809 | 1,206,911 | +113,102 |
| HINGE HEALTH INC | 11,206 | 14,206 | +3,000 | 549,990 | 659,869 | +109,879 |
| TREVI THERAPEUTIC INC | 105,950 | 84,255 | -21,695 | 969,443 | 1,054,873 | +85,430 |
| ILLUMINA INC | 2,727 | 2,472 | -255 | 258,983 | 324,227 | +65,244 |
| SYNDAX PHARMACEUTICALS | 79,430 | 61,200 | -18,230 | 1,222,031 | 1,285,813 | +63,782 |
| PTC THERAPEUTICS | 8,535 | 7,715 | -820 | 523,793 | 586,031 | +62,238 |
| IONIS PHARMACEUTICAL | 9,205 | 8,365 | -840 | 602,191 | 661,755 | +59,564 |
| JAZZ PHARMA PLC | 2,244 | 2,049 | -195 | 295,759 | 348,330 | +52,571 |
| BIOGEN INC | 2,375 | 2,155 | -220 | 332,690 | 379,259 | +46,569 |
| ARRIVENT BIOPHARMA | 39,235 | 38,255 | -980 | 723,886 | 769,691 | +45,805 |
| GILEAD SCIENCES INC | 19,550 | 17,885 | -1,665 | 2,170,050 | 2,195,205 | +25,155 |
| RADNET INC | 10,000 | 11,000 | +1,000 | 762,100 | 784,850 | +22,750 |
| INCYTE CORPORATION | 3,030 | 2,750 | -280 | 256,974 | 271,618 | +14,644 |
| INSMED INC | 13,425 | 11,182 | -2,243 | 1,933,334 | 1,946,115 | +12,781 |
| MODERNA INC | 5,600 | 5,005 | -595 | 144,648 | 147,598 | +2,950 |
| ROYALTY PHARMA PLC | 9,280 | 8,470 | -810 | 327,398 | 327,281 | -117 |
| BOUNDLESS BIO INC | 678,574 | 678,574 | 0 | 834,646 | 814,289 | -20,357 |
| ASCENDIS PHARMA | 3,601 | 3,254 | -347 | 715,915 | 693,883 | -22,032 |
| OMADA HEALTH INC | 27,500 | 36,500 | +9,000 | 608,025 | 575,970 | -32,055 |
| NEUROCRINE BIOSCIENCES | 2,960 | 2,675 | -285 | 415,525 | 379,395 | -36,130 |
| TEMPUS AI INC | 3,760 | 4,500 | +740 | 303,470 | 265,725 | -37,745 |
| ASTRAZENECA | 18,750 | 15,232 | -3,518 | 1,438,500 | 1,400,277 | -38,223 |
| BIONTECH SE | 17,660 | 17,218 | -442 | 1,741,629 | 1,639,154 | -102,475 |
| RAPPORT THERAPEUTICS | 43,480 | 38,925 | -4,555 | 1,291,356 | 1,180,984 | -110,372 |
| MADRIGAL PHARMA | 730 | 352 | -378 | 334,822 | 204,984 | -129,838 |
| MINERALYS THERAPEUTICS | 33,885 | 31,625 | -2,260 | 1,284,919 | 1,147,671 | -137,248 |
| SUMMIT THERAPEUTICS | 74,070 | 79,625 | +5,555 | 1,530,286 | 1,392,641 | -137,645 |
| CYTOKINETICS INC | 10,223 | 5,893 | -4,330 | 561,856 | 374,441 | -187,415 |
| UNITEDHEALTH GRP INC | 13,545 | 13,595 | +50 | 4,677,089 | 4,487,845 | -189,244 |
| CONTINEUM THERAPEUTICS | 800,787 | 800,787 | 0 | 9,409,247 | 9,152,995 | -256,252 |
| PRIVIA HEALTH GROUP | 36,500 | 26,000 | -10,500 | 908,850 | 616,460 | -292,390 |
| ALNYLAM PHARMACEUTICALS INC | 3,273 | 2,990 | -283 | 1,492,488 | 1,188,973 | -303,515 |
| AMICUS THERAPEUTICS | 119,105 | 43,300 | -75,805 | 938,547 | 616,592 | -321,955 |
| ALIGNMENT HEALTHCARE | 54,500 | 31,500 | -23,000 | 951,025 | 622,125 | -328,900 |
| ARGENX SE SPN ADR | 3,890 | 2,894 | -996 | 2,869,108 | 2,433,710 | -435,398 |
| ARS PHARMACEUTICALS | 81,785 | 29,803 | -51,982 | 821,939 | 347,205 | -474,734 |
| BIOMARIN PHARMACEUTICAL INC | 25,030 | 10,880 | -14,150 | 1,355,625 | 646,599 | -709,026 |
| UNIQURE N.V. | 30,740 | 30,585 | -155 | 1,794,294 | 731,899 | -1,062,395 |
| PFIZER INC | 77,150 | 27,150 | -50,000 | 1,965,782 | 676,035 | -1,289,747 |
| BEONE MEDICINES LTD | 7,201 | 2,665 | -4,536 | 2,453,381 | 809,654 | -1,643,727 |
| TECTONIC THERAPEUTICS | 192,770 | 42,255 | -150,515 | 3,024,561 | 881,439 | -2,143,122 |
| VENTYX BIOSCIENCES | 1,107,267 | 96,945 | -1,010,322 | 3,443,600 | 875,413 | -2,568,187 |
| KURA ONCOLOGY | 395,872 | 54,110 | -341,762 | 3,503,467 | 562,203 | -2,941,264 |
| ARCUS BIOSCIENCES | 368,070 | 56,945 | -311,125 | 5,005,752 | 1,356,999 | -3,648,753 |
| ORIC PHARMACEUTICALS | 328,655 | 22,480 | -306,175 | 3,943,860 | 183,886 | -3,759,974 |
| IMMATICS NV | 560,494 | 63,015 | -497,479 | 4,775,409 | 661,658 | -4,113,751 |
| STRUCTURE THERAPEUTICS | 221,872 | 23,872 | -198,000 | 6,212,416 | 1,660,298 | -4,552,118 |