Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2018Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2018Q3 $ vs. 2018Q3
NEUROCRINE BIOSCIENCES INC 4,608,554 $315,363,000 12.00% -168,700 -$272,000,000
Global Blood Therapeutics, Inc. 5,425,726 $222,726,000 8.48% +276,816 +$27,068,000
AMICUS THERAPEUTICS, INC. 20,724,424 $191,701,000 7.30% +30,000 -$58,495,000
ZOGENIX, INC. 3,790,216 $138,191,000 5.26% -17,416 -$50,667,000
IOVANCE BIOTHERAPEUTICS, INC. 12,241,111 $108,333,000 4.12% +4,950,912 +$26,319,000
Solid Biosciences Inc. 3,927,222 $105,249,000 4.01% New +$105,249,000
Crinetics Pharmaceuticals, Inc. 2,587,953 $77,612,000 2.95% No Change +$3,468,000
Quotient Ltd 10,789,054 $66,029,000 2.51% New +$66,029,000
AMARIN CORP PLC\UK SPONS ADR 4,875,600 $64,553,000 2.46% +4,265,400 +$54,625,000
Ascendis Pharma A/S SPONSORED ADR 1,052,647 $63,043,000 2.40% -20,000 -$12,965,000
ARENA PHARMACEUTICALS INC 1,430,171 $55,605,000 2.12% +63,193 -$7,303,000
ARGENX SE SPONSORED ADR 560,941 $53,889,000 2.05% No Change +$11,348,000
MyoKardia, Inc. 1,075,216 $53,503,000 2.04% -13,953 -$17,511,000
MERIT MEDICAL SYSTEMS INC 949,198 $52,177,000 1.99% -45,000 -$8,916,000
Retrophin, Inc. 3,342,038 $49,782,000 1.89% +129,167 -$10,701,000
MeiraGTx Holdings plc 4,703,398 $45,340,000 1.73% No Change -$18,626,000
CytomX Therapeutics, Inc. 2,911,715 $43,588,000 1.66% +250,000 -$5,654,000
Blueprint Medicines Corp 857,326 $43,484,000 1.65% -83,821 -$29,982,000
Allogene Therapeutics, Inc. 1,543,790 $41,574,000 1.58% New +$41,574,000
LA JOLLA PHARMACEUTICAL CO PAR $.0001 2 4,313,611 $41,022,000 1.56% New +$41,022,000
ACCELERON PHARMA INC 905,017 $39,938,000 1.52% -623,188 -$47,521,000
Alector, Inc. 1,704,330 $39,506,000 1.50% No Change -$16,669,000
VBI Vaccines Inc/BC 23,951,556 $38,322,000 1.46% New +$38,322,000
Athenex, Inc. 5,096,022 $32,550,000 1.24% +2,226,494 -$12,042,000
MOMENTA PHARMACEUTICALS INC 2,825,000 $31,132,000 1.18% +2,800,511 +$30,488,000