Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2015Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2014Q4 $ vs. 2014Q4
AMICUS THERAPEUTICS, INC. 14,439,444 $157,101,000 12.21% No Change +$36,965,000
NEUROCRINE BIOSCIENCES INC 3,741,267 $148,566,000 11.55% +176,000 +$68,918,000
Retrophin, Inc. 2,784,980 $66,728,000 5.19% +844,255 +$42,974,000
Tesaro Inc 978,359 $56,158,000 4.36% +95,000 +$23,306,000
Relypsa Inc 1,454,142 $52,451,000 4.08% +215,000 +$14,285,000
LION BIOTECHNOLOGIES INC 2,714,549 $32,873,000 2.55% -500,000 +$7,575,000
Xencor Inc 1,954,785 $29,947,000 2.33% +27,614 -$965,000
Dyax Corp 1,777,000 $29,774,000 2.31% -75,000 +$3,735,000
Sarepta Therapeutics, Inc. 2,204,652 $29,278,000 2.28% -607,700 -$11,417,000
NEVRO CORP 557,056 $26,700,000 2.07% +380,493 +$19,872,000
ACELRX PHARMACEUTICALS INC 6,574,060 $25,376,000 1.97% No Change -$18,867,000
uniQure N.V. 1,039,332 $25,227,000 1.96% +843,476 +$22,326,000
BELLICUM PHARMACEUTICALS, INC 1,046,402 $24,245,000 1.88% No Change +$136,000
VERSARTIS INC 1,546,471 $24,161,000 1.88% +615,300 +$4,421,000
ZIMMER BIOMET HOLDINGS, INC. 180,793 $21,247,000 1.65% +26,700 +$3,770,000
CEMPRA INC 572,500 $19,642,000 1.53% +325,000 +$13,823,000
Receptos Inc 118,794 $19,588,000 1.52% -172,600 -$16,111,000
ACADIA PHARMACEUTICALS INC 600,240 $19,562,000 1.52% -493,041 -$15,150,000
ANI PHARMACEUTICALS INC 307,784 $19,252,000 1.50% -4,716 +$1,630,000
OTONOMY, INC. 480,387 $16,986,000 1.32% +26,081 +$1,844,000
bluebird bio, Inc. 135,000 $16,304,000 1.27% -90,000 -$4,333,000
CAPITAL SENIOR LIVING CORP 605,000 $15,694,000 1.22% +355,000 +$9,466,000
Allergan Finance LLC 49,185 $14,638,000 1.14% +34,097 +$10,754,000
Pfenex Inc. 866,423 $13,811,000 1.07% +461,758 +$10,849,000
PORTOLA PHARMACEUTICALS INC 355,000 $13,476,000 1.05% +330,000 +$12,768,000