Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2013Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2013Q3 $ vs. 2013Q3
Celgene Corp 509,200 $86,034,000 10.33% +144,581 +$29,833,000
ACELRX PHARMACEUTICALS INC 6,574,060 $74,353,000 8.93% +715,660 +$11,199,000
Sarepta Therapeutics, Inc. 3,484,579 $70,981,000 8.53% +712,510 -$59,916,000
VERTEX PHARMACEUTICALS INC / MA 811,728 $60,311,000 7.24% +359,633 +$26,034,000
Tesaro Inc 1,446,570 $40,851,000 4.91% -67,074 -$17,788,000
NEUROCRINE BIOSCIENCES INC 4,183,737 $39,076,000 4.69% -86,967 -$9,268,000
Aegerion Pharmaceuticals Inc 447,785 $31,775,000 3.82% New +$31,775,000
Covidien PLC 374,826 $25,526,000 3.07% +163,581 +$12,653,000
EXACT SCIENCES CORP 1,969,903 $23,031,000 2.77% +221,589 +$2,401,000
MANNKIND CORP 3,795,000 $19,772,000 2.37% +3,505,500 +$18,122,000
MACROGENICS INC 717,705 $19,687,000 2.36% New +$19,687,000
Walgreen Co 322,000 $18,496,000 2.22% +134,130 +$8,389,000
AbbVie Inc. 350,000 $18,484,000 2.22% New +$18,484,000
Dyax Corp 2,332,674 $17,565,000 2.11% New +$17,565,000
NEPTUNE TECHNOLOGIES BIORESO 5,900,444 $17,111,000 2.06% +516,587 -$9,000
MYLAN INC 392,500 $17,035,000 2.05% -67,805 -$535,000
Xencor Inc 1,568,672 $14,338,000 1.72% New +$14,338,000
INCYTE CORP 268,800 $13,609,000 1.63% New +$13,609,000
Sarepta Therapeutics, Inc. PUT 650,000 $13,241,000 1.59% New +$13,241,000
BIOGEN INC. 40,000 $11,190,000 1.34% New +$11,190,000
Cigna Corp 125,000 $10,935,000 1.31% -97,848 -$6,193,000
Spectranetics Corp 346,254 $8,656,000 1.04% +192,175 +$6,067,000
Relypsa Inc 341,200 $8,530,000 1.02% New +$8,530,000
ANACOR PHARMACEUTICALS INC 487,542 $8,181,000 0.98% New +$8,181,000
Health Net Inc 272,775 $8,094,000 0.97% -181,005 -$6,291,000