Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2015Q2 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2015Q1 $ vs. 2015Q1
AMICUS THERAPEUTICS, INC. 14,439,444 $204,318,000 12.30% No Change +$47,217,000
NEUROCRINE BIOSCIENCES INC 3,284,467 $156,866,000 9.45% -456,800 +$8,300,000
Retrophin, Inc. 2,820,875 $91,650,000 5.52% +35,895 +$24,922,000
Sarepta Therapeutics, Inc. 2,809,528 $85,494,000 5.15% +604,876 +$56,216,000
Tesaro Inc 835,359 $49,111,000 2.96% -143,000 -$7,047,000
Dyax Corp 1,786,315 $47,337,000 2.85% +9,315 +$17,563,000
NEVRO CORP 798,959 $42,944,000 2.59% +241,903 +$16,244,000
Xencor Inc 1,884,784 $41,409,000 2.49% -70,001 +$11,462,000
SPDR S&P MIDCAP 400 ETF TRUST S&P BIOTECH PUT 150,000 $37,836,000 2.28% New +$37,836,000
Relypsa Inc 1,139,142 $37,694,000 2.27% -315,000 -$14,757,000
Cephalon Inc 1,967,600 $29,691,000 1.79% New +$29,691,000
ACELRX PHARMACEUTICALS INC 6,574,060 $27,874,000 1.68% No Change +$2,498,000
LION BIOTECHNOLOGIES INC 2,759,593 $25,305,000 1.52% +45,044 -$7,568,000
Derma Sciences Inc PAR $.01 348,784 $24,997,000 1.51% +5,500 +$22,089,000
GILEAD SCIENCES INC PUT 200,000 $23,416,000 1.41% New +$23,416,000
ANI PHARMACEUTICALS INC 327,157 $20,300,000 1.22% +19,373 +$1,048,000
VERSARTIS INC 1,321,400 $20,112,000 1.21% -225,071 -$4,049,000
CEMPRA INC 572,500 $19,671,000 1.18% No Change +$29,000
Pfenex Inc. 1,010,877 $19,611,000 1.18% +144,454 +$5,800,000
ZS PHARMA INC 361,777 $18,953,000 1.14% +175,000 +$11,093,000
EAGLE PHARMACEUTICALS, INC. 233,044 $18,844,000 1.13% +220,956 +$18,338,000
Allergan plc 59,185 $17,960,000 1.08% New +$17,960,000
uniQure N.V. 650,269 $17,557,000 1.06% -389,063 -$7,670,000
ACADIA PHARMACEUTICALS INC 410,240 $17,181,000 1.03% New +$17,181,000
CHINA BIOLOGIC PRODS INC 147,604 $16,998,000 1.02% +77,604 +$10,312,000