Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2014Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2013Q4 $ vs. 2013Q4
ACELRX PHARMACEUTICALS INC 6,574,060 $78,954,000 8.30% No Change +$4,601,000
NEUROCRINE BIOSCIENCES INC 4,619,367 $74,372,000 7.81% +435,630 +$35,296,000
Sarepta Therapeutics, Inc. 2,878,979 $69,182,000 7.27% -605,600 -$1,799,000
VERTEX PHARMACEUTICALS INC / MA 581,728 $41,140,000 4.32% -230,000 -$19,171,000
Tesaro Inc 1,230,070 $36,262,000 3.81% -216,500 -$4,589,000
Celgene Corp 206,200 $28,786,000 3.02% -303,000 -$57,248,000
LION BIOTECHNOLOGIES 3,000,000 $28,320,000 2.98% New +$28,320,000
EXACT SCIENCES CORP 1,825,150 $25,862,000 2.72% -144,753 +$2,831,000
HERON THERAPEUTICS, INC. /DE/ 1,762,426 $24,515,000 2.58% New +$24,515,000
Dyax Corp 2,562,674 $23,013,000 2.42% +230,000 +$5,448,000
Retrophin, Inc. 1,044,292 $22,138,000 2.33% -8,400 +$14,770,000
VERTEX PHARMACEUTICALS INC / MA PUT 300,000 $21,216,000 2.23% New +$21,216,000
Walgreen Co 304,419 $20,101,000 2.11% -17,581 +$1,605,000
Covidien PLC 262,900 $19,365,000 2.03% -111,926 -$6,161,000
PTC THERAPEUTICS, INC. 671,736 $17,558,000 1.84% New +$17,558,000
Xencor Inc 1,488,672 $17,462,000 1.83% -80,000 +$3,124,000
NEPTUNE TECHNOLOGIES BIORESO 6,700,444 $16,550,000 1.74% +800,000 -$561,000
ACADIA PHARMACEUTICALS INC 666,000 $16,204,000 1.70% New +$16,204,000
VERSARTIS INC 501,266 $15,063,000 1.58% New +$15,063,000
SANGAMO THERAPEUTICS, INC 800,000 $14,464,000 1.52% New +$14,464,000
Prothena Corp plc 350,000 $13,409,000 1.41% New +$13,409,000
Anacor Pharmaceuticals Inc 647,015 $12,947,000 1.36% New +$12,947,000
EXACT SCIENCES CORP PUT 900,000 $12,753,000 1.34% New +$12,753,000
MACROGENICS INC 448,945 $12,494,000 1.31% -268,760 -$7,193,000
Clovis Oncology, Inc. 172,217 $11,929,000 1.25% +141,632 +$10,086,000