SECTORAL ASSET MANAGEMENT INC
Position in MLYS — Mineralys Therapeutics, Inc.
CIK 1274413
MONTREAL, A8
Position in MLYS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$392,963
-$463,568 QoQ
Shares Held
14,565
-53.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#144
of 224 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MLYS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026SECTORAL ASSET MANAGEMENT INC holds $69,797,747 across 47 Biotechnology names. MLYS ranks #34 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTNM |
Contineum Therapeutics, Inc.
|
727,587 | $11,925,150 | |
| 2 | ORKA |
Oruka Therapeutics, Inc.
|
41,987 | $3,995,902 | |
| 3 | BNTX |
BioNTech SE
|
41,869 | $3,895,910 | |
| 4 | DFTX |
Definium Therapeutics, Inc.
|
78,310 | $3,683,702 | |
| 5 | RCUS |
Arcus Biosciences, Inc.
|
110,870 | $3,418,122 | |
| 6 | SMMT |
Summit Therapeutics Inc.
|
220,180 | $3,208,022 | |
| 7 | AVBP |
ArriVent BioPharma, Inc.
|
79,043 | $2,745,953 | |
| 8 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
5,432 | $2,698,237 |
All Filings in MLYS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,963 | 14,565 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $856,531 | 31,618 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,147,671 | 31,625 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,284,919 | 33,885 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,174,074 | 382,415 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,883,746 | 370,513 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,688,669 | 380,883 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,990,402 | 329,513 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,133,351 | 438,748 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,129,624 | 552,256 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,208,211 | 605,606 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,995,618 | 840,759 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,480,856 | 614,713 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,603,228 | 613,233 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||