Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2015Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2015Q3 $ vs. 2015Q3
AMICUS THERAPEUTICS, INC. 15,239,444 $147,823,000 10.94% +800,000 -$27,810,000
NEUROCRINE BIOSCIENCES INC 2,496,167 $141,208,000 10.45% -446,800 +$24,107,000
Sarepta Therapeutics, Inc. 2,240,928 $86,455,000 6.40% -544,000 -$2,969,000
Dyax Corp 1,819,215 $68,439,000 5.06% +172,900 +$37,011,000
Tesaro Inc 968,659 $50,680,000 3.75% -13,100 +$11,312,000
Retrophin, Inc. 2,579,380 $49,756,000 3.68% -67,700 -$3,873,000
Allergan plc 145,000 $45,313,000 3.35% New +$45,313,000
Global Blood Therapeutics, Inc. 1,186,630 $38,363,000 2.84% +264,830 -$500,000
NEVRO CORP 484,279 $32,694,000 2.42% -122,532 +$4,544,000
TEVA PHARMACEUTICAL INDUSTRIES LTD ADR 481,000 $31,573,000 2.34% +321,000 +$22,539,000
VERSARTIS INC 2,299,454 $28,490,000 2.11% -18,500 +$1,764,000
GW PHARMACEUTICALS PLC ADS PUT 400,000 $27,776,000 2.06% +100,000 +$365,000
Xencor Inc 1,854,784 $27,117,000 2.01% +100,000 +$5,656,000
Cephalon Inc 1,812,060 $24,282,000 1.80% -119,540 +$7,323,000
LION BIOTECHNOLOGIES INC 3,000,161 $23,161,000 1.71% +44,705 +$6,138,000
ACELRX PHARMACEUTICALS INC 5,995,760 $23,084,000 1.71% -268,300 +$3,979,000
Sarepta Therapeutics, Inc. CALL 500,000 $19,290,000 1.43% +200,000 +$9,656,000
BAXTER INTL INC 485,000 $18,503,000 1.37% +425,000 +$16,532,000
FIVE PRIME THERAPEUTICS, INC. 434,129 $18,016,000 1.33% +150,000 +$13,643,000
APPLIED GENETIC TECHNOLOGIES CORP 861,513 $17,575,000 1.30% +10,521 +$11,984,000
LA JOLLA PHARMACEUTICAL CO PAR $.0001 2 649,515 $17,537,000 1.30% -5,000 -$652,000
ELI LILLY & Co 502,000 $17,374,000 1.29% +30,000 +$6,358,000
uniQure N.V. 967,093 $15,996,000 1.18% +276,824 +$1,880,000
Quotient Ltd 893,540 $14,297,000 1.06% +116,737 +$3,950,000
VERTEX PHARMACEUTICALS INC / MA 110,000 $13,841,000 1.02% New +$13,841,000