Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2016Q2 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2016Q1 $ vs. 2016Q1
Sarepta Therapeutics, Inc. PUT 7,619,300 $145,300,000 10.07% New +$145,300,000
NEUROCRINE BIOSCIENCES INC 2,797,967 $127,167,000 8.82% +77,000 +$19,553,000
Tesaro Inc 1,143,615 $96,121,000 6.66% +44,956 +$47,747,000
AMICUS THERAPEUTICS, INC. 15,239,444 $83,207,000 5.77% No Change -$45,566,000
Sarepta Therapeutics, Inc. 3,767,316 $71,843,000 4.98% -65,812 -$2,980,000
Retrophin, Inc. 3,279,380 $58,405,000 4.05% +280,000 +$17,434,000
Medivation Inc 760,000 $45,828,000 3.18% +420,000 +$30,195,000
Global Blood Therapeutics, Inc. 2,207,668 $36,625,000 2.54% +910,200 +$16,048,000
VERSARTIS INC 2,835,754 $31,363,000 2.17% No Change +$8,621,000
NxStage Medical, Inc. 1,382,410 $29,971,000 2.08% New +$29,971,000
LION BIOTECHNOLOGIES INC 3,611,976 $29,257,000 2.03% +824,720 +$15,098,000
Xencor Inc 1,529,574 $29,046,000 2.01% -275,210 +$4,826,000
SPDR S&P MIDCAP 400 ETF TRUST S&P BIOTECH PUT 500,000 $27,045,000 1.87% New +$27,045,000
NEVRO CORP 365,229 $26,939,000 1.87% +16,629 +$7,327,000
CELATOR PHARMACEUTICALS INC 838,400 $25,303,000 1.75% -261,600 +$13,170,000
LA JOLLA PHARMACEUTICAL CO PAR $.0001 2 1,332,815 $21,325,000 1.48% +633,300 +$6,698,000
ACCELERON PHARMA INC 603,036 $20,491,000 1.42% -200,000 -$701,000
Sarepta Therapeutics, Inc. CALL 979,200 $18,673,000 1.29% +429,200 +$7,937,000
ST Jude Medical Inc 233,000 $18,174,000 1.26% New +$18,174,000
DBV Technologies S.A. SPONSORED ADR 546,696 $17,833,000 1.24% +130,000 +$4,270,000
Quotient Ltd 2,249,067 $17,430,000 1.21% +60,000 -$1,702,000
Evolent Health, Inc. CL A 873,064 $16,763,000 1.16% +254,134 +$10,227,000
ACELRX PHARMACEUTICALS INC 5,995,760 $16,129,000 1.12% No Change -$2,337,000
ELI LILLY & Co 462,000 $13,514,000 0.94% -50,000 +$2,926,000
VBI VACCINES INC 3,058,433 $12,080,000 0.84% -201,923 +$4,419,000