Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2014Q2 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2014Q1 $ vs. 2014Q1
Sarepta Therapeutics, Inc. 2,558,478 $76,217,000 7.48% -320,501 +$7,035,000
NEUROCRINE BIOSCIENCES INC 4,599,867 $68,262,000 6.70% -19,500 -$6,110,000
ACELRX PHARMACEUTICALS INC 6,574,060 $67,384,000 6.61% No Change -$11,570,000
VERTEX PHARMACEUTICALS INC / MA 470,142 $44,513,000 4.37% -111,586 +$3,373,000
Celgene Corp 507,488 $43,580,000 4.28% +301,288 +$14,794,000
TARO PHARMACEUTICAL INDUSTRIES LTD 301,333 $42,260,000 4.15% +204,322 +$31,492,000
AMICUS THERAPEUTICS, INC. 12,339,444 $41,214,000 4.04% +11,373,144 +$39,214,000
Questcor Pharmaceuticals Inc 400,000 $36,996,000 3.63% +371,400 +$35,139,000
INSMED Inc PAR $.01 1,800,000 $35,964,000 3.53% New +$35,964,000
Dyax Corp 2,710,598 $26,022,000 2.55% +147,924 +$3,009,000
ZIMMER BIOMET HOLDINGS, INC. 242,500 $25,186,000 2.47% New +$25,186,000
SHIRE PLC SPONSORED ADR 90,000 $21,194,000 2.08% New +$21,194,000
Walgreen Co 282,000 $20,905,000 2.05% -22,419 +$804,000
Xencor Inc 1,740,621 $20,226,000 1.98% +251,949 +$2,764,000
HERON THERAPEUTICS, INC. /DE/ 1,634,555 $20,138,000 1.98% -127,871 -$4,377,000
Tesaro Inc 636,956 $19,816,000 1.94% -593,114 -$16,446,000
LION BIOTECHNOLOGIES 3,011,549 $19,273,000 1.89% +11,549 -$9,047,000
NEPTUNE TECHNOLOGIES BIORESO 6,700,444 $18,493,000 1.81% No Change +$1,943,000
PTC THERAPEUTICS, INC. 671,736 $17,559,000 1.72% No Change +$1,000
IVERIC bio, Inc. 371,469 $15,717,000 1.54% +121,469 +$6,782,000
EXACT SCIENCES CORP 901,250 $15,348,000 1.51% -923,900 -$10,514,000
Retrophin, Inc. 1,274,292 $14,960,000 1.47% +230,000 -$7,178,000
ACADIA PHARMACEUTICALS INC 653,000 $14,751,000 1.45% -13,000 -$1,453,000
MYLAN INC 282,500 $14,566,000 1.43% +50,000 +$3,213,000
Relypsa Inc 596,605 $14,509,000 1.42% +415,405 +$9,107,000