Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2014Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2014Q3 $ vs. 2014Q3
AMICUS THERAPEUTICS, INC. 14,439,444 $120,136,000 10.07% +2,100,000 +$46,716,000
NEUROCRINE BIOSCIENCES INC 3,565,267 $79,648,000 6.68% -1,000,000 +$8,110,000
ACELRX PHARMACEUTICALS INC 6,574,060 $44,243,000 3.71% No Change +$8,151,000
Sarepta Therapeutics, Inc. 2,812,352 $40,695,000 3.41% +215,661 -$14,095,000
Relypsa Inc 1,239,142 $38,166,000 3.20% +476,437 +$22,081,000
NEUROCRINE BIOSCIENCES INC PUT 1,600,000 $35,744,000 3.00% +947,000 +$25,511,000
Receptos Inc 291,394 $35,699,000 2.99% -22,200 +$16,222,000
PTC THERAPEUTICS, INC. 671,736 $34,776,000 2.92% No Change +$5,213,000
ACADIA PHARMACEUTICALS INC 1,093,281 $34,712,000 2.91% -4,633 +$7,528,000
Tesaro Inc 883,359 $32,852,000 2.76% +175,075 +$13,785,000
Xencor Inc 1,927,171 $30,912,000 2.59% +4,464 +$13,012,000
Dyax Corp 1,852,000 $26,039,000 2.18% -983,498 -$2,656,000
LION BIOSCIENCES 3,214,549 $25,298,000 2.12% +300,000 +$4,459,000
BELLICUM PHARMACEUTICALS, INC 1,046,402 $24,109,000 2.02% New +$24,109,000
Retrophin, Inc. 1,940,725 $23,754,000 1.99% +561,588 +$11,316,000
TARO PHARMACEUTICAL INDUSTRIES LTD 154,028 $22,825,000 1.91% +13,093 +$1,141,000
bluebird bio, Inc. 225,000 $20,637,000 1.73% New +$20,637,000
VERSARTIS INC 931,171 $19,740,000 1.66% +443,909 +$10,487,000
IVERIC bio, Inc. 429,386 $19,267,000 1.62% -90,779 -$983,000
ANI PHARMACEUTICALS INC 312,500 $17,622,000 1.48% New +$17,622,000
ALLERGAN INC 82,583 $17,556,000 1.47% +32,583 +$8,646,000
ZIMMER BIOMET HOLDINGS, INC. 154,093 $17,477,000 1.47% -98,407 -$7,912,000
Celgene Corp 146,567 $16,395,000 1.37% -230,881 -$19,380,000
OTONOMY, INC. 454,306 $15,142,000 1.27% -383,094 -$4,956,000
VERTEX PHARMACEUTICALS INC / MA 110,000 $13,068,000 1.10% -130,142 -$13,902,000