Celgene: Janus Capital’s Top Healthcare Stock Holding in Q3

Wall St. Watchdog reveals information regarding Janus Capital Management’s top holdings in the Healthcare sector for the quarter ending September 30th, 2011. The firm held 106 stocks in the Healthcare sector at the end of the quarter with an aggregate market value of $10.336 billion.

  • Celgene Corporation (NASDAQ:CELG): On 06/30/2011, Janus Capital Management reported holding 38,163,947 shares with a market value of $2,302,049,271. This comprised 2.35% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 29,885,375 shares with a market value of $1,850,203,562. This comprised 2.28% of the total portfolio. The net change in shares for this position over the two quarters is -8,278,572. About Company: Celgene Corporation is a global biopharmaceutical company. The Company focuses on the discovery, development, and commercialization of therapies designed to treat cancer and immune-inflammatory related diseases.
  • Pfizer Inc. (NYSE:PFE): On 06/30/2011, Janus Capital Management reported holding 38,570,604 shares with a market value of $794,554,457. This comprised 0.81% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 41,309,977 shares with a market value of $730,360,406. This comprised 0.9% of the total portfolio. The net change in shares for this position over the two quarters is 2,739,373. About Company: Pfizer Inc. is a research-based, global pharmaceutical company that discovers, develops, manufactures, and markets medicines for humans and animals. The Company’s products include prescription pharmaceuticals, non-prescription self-medications, and animal health products such as anti-infective medicines and vaccines.
  • Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX): On 06/30/2011, Janus Capital Management reported holding 13,380,170 shares with a market value of $695,635,061. This comprised 0.71% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 13,318,720 shares with a market value of $592,150,279. This comprised 0.73% of the total portfolio. The net change in shares for this position over the two quarters is -61,450. About Company: Vertex Pharmaceuticals Incorporated discovers, develops, and commercializes novel, small molecule pharmaceuticals for the treatment of diseases for which there are currently limited or no effective treatments. The Company is developing drugs for the treatment of viral diseases, multidrug resistance in cancer, inflammatory and autoimmune diseases, and neurodegenerative diseases.
  • Covidien Plc (NYSE:COV): On 06/30/2011, Janus Capital Management reported holding 8,164,170 shares with a market value of $434,578,765. This comprised 0.44% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 10,797,515 shares with a market value of $476,170,395. This comprised 0.59% of the total portfolio. The net change in shares for this position over the two quarters is 2,633,345. About Company: Covidien PLC is a global healthcare products company. The Company develops, manufactures and distributes a diverse range of medical devices and supplies, diagnostics imaging agents, pharmaceuticals and other healthcare products for use in clinical and home settings.
  • Mylan Inc. (NASDAQ:MYL): On 06/30/2011, Janus Capital Management reported holding 18,262,229 shares with a market value of $450,529,191. This comprised 0.46% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 20,461,398 shares with a market value of $347,639,147. This comprised 0.43% of the total portfolio. The net change in shares for this position over the two quarters is 2,199,169. About Company: Mylan Inc. is a global generic and specialty pharmaceuticals company. The Company operates an active pharmaceutical ingredient manufacturer and runs a specialty business focused on respiratory, allergy, and psychiatric therapies.
  • Johnson & Johnson (NYSE:JNJ): On 06/30/2011, Janus Capital Management reported holding 5,588,939 shares with a market value of $371,776,204. This comprised 0.38% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 4,721,801 shares with a market value of $300,731,499. This comprised 0.37% of the total portfolio. The net change in shares for this position over the two quarters is -867,138. About Company: Johnson & Johnson manufactures health care products and provides related services for the consumer, pharmaceutical, and medical devices and diagnostics markets. The Company sells products such as skin and hair care products, acetaminophen products, pharmaceuticals, diagnostic equipment, and surgical equipment in countries located around the world.
  • Endo Pharmaceuticals Holdings Inc. (NASDAQ:ENDP): On 06/30/2011, Janus Capital Management reported holding 9,777,014 shares with a market value of $392,742,634. This comprised 0.4% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 10,182,145 shares with a market value of $284,998,236. This comprised 0.35% of the total portfolio. The net change in shares for this position over the two quarters is 405,131. About Company: Endo Pharmaceuticals Holdings Inc. is a specialty pharmaceutical company with products that provide pain management. The Company researches, develops, produces, and markets both branded and generic pharmaceuticals. Endo’s products include Percocet, Percodan, and Lidoderm.
  • Bristol-myers Squibb Company (NYSE:BMY): On 06/30/2011, Janus Capital Management reported holding 13,179,520 shares with a market value of $381,678,887. This comprised 0.39% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 8,581,515 shares with a market value of $269,287,933. This comprised 0.33% of the total portfolio. The net change in shares for this position over the two quarters is -4,598,005. About Company: Bristol-Myers Squibb Company is a global biopharmaceutical company that discovers, develops, manufactures and sells pharmaceutical and nutritional products. The Company’s products and experimental therapies address cancer, heart disease, HIV/AIDS, diabetes, rheumatoid arthritis, hepatitis, organ transplant rejection and psychiatric disorders.
  • St. Jude Medical Inc. (NYSE:STJ): On 06/30/2011, Janus Capital Management reported holding 4,484,976 shares with a market value of $213,843,657. This comprised 0.22% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 6,781,359 shares with a market value of $245,417,373. This comprised 0.3% of the total portfolio. The net change in shares for this position over the two quarters is 2,296,383. About Company: St. Jude Medical, Inc. develops, manufactures, and distributes medical devices for the worldwide cardiovascular market. The Company serves patients and its health care customers with products and services including heart valves, cardiac rhythm management systems, specialty catheters, and other cardiovascular devices.
  • Valeant Pharmaceuticals International (NYSE:VRX): On 06/30/2011, Janus Capital Management reported holding 2,326,747 shares with a market value of $120,897,772. This comprised 0.12% of the total portfolio. On 09/30/2011, Janus Capital Management reported holding 6,523,604 shares with a market value of $242,156,174. This comprised 0.3% of the total portfolio. The net change in shares for this position over the two quarters is 4,196,857. About Company: Valeant Pharmaceuticals International, Inc. develops and distributes drugs. The Company develops drugs for unmet medical needs in central nervous system disorders; and distributes generic and branded generic drugs in Latin America and Eastern Europe.

(Note: Data regarding Janus Capital Management’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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