Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2019Q2 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2019Q1 $ vs. 2019Q1
NEUROCRINE BIOSCIENCES INC 4,023,862 $339,734,000 7.80% +265,200 +$8,596,000
Global Blood Therapeutics, Inc. 5,775,726 $303,803,000 6.97% +250,000 +$11,327,000
Mirati Therapeutics, Inc. 2,899,606 $298,659,000 6.85% +1,735,224 +$213,310,000
IOVANCE BIOTHERAPEUTICS, INC. 11,915,127 $292,158,000 6.70% -320,684 +$175,796,000
AMICUS THERAPEUTICS, INC. 21,509,486 $268,438,000 6.16% -130,000 -$25,859,000
Athenex, Inc. 9,822,118 $187,636,000 4.31% +4,726,096 +$125,210,000
BridgeBio Pharma, Inc. 6,706,268 $180,868,000 4.15% New +$180,868,000
ZOGENIX, INC. 3,507,223 $167,575,000 3.85% -362,268 -$45,285,000
MeiraGTx Holdings plc 6,007,746 $155,766,000 3.57% No Change +$52,253,000
AMARIN CORP PLC\UK SPONS ADR 6,201,269 $120,242,000 2.76% New +$120,242,000
Blueprint Medicines Corp 1,212,731 $114,397,000 2.62% -58,323 +$12,649,000
Quotient Ltd 10,789,054 $100,877,000 2.31% No Change +$3,668,000
ARENA PHARMACEUTICALS INC 1,380,171 $80,919,000 1.86% New +$80,919,000
Retrophin, Inc. 3,772,582 $75,791,000 1.74% +717,875 +$6,663,000
NEVRO CORP 1,137,765 $73,761,000 1.69% +720,816 +$47,698,000
Crinetics Pharmaceuticals, Inc. 2,587,953 $64,698,000 1.48% No Change +$5,797,000
MyoKardia, Inc. 1,100,511 $55,180,000 1.27% +112,000 +$3,787,000
Alector, Inc. 1,704,330 $54,948,000 1.26% No Change +$52,000
Ascendis Pharma A/S SPONSORED ADR 473,475 $54,521,000 1.25% -639,853 -$76,518,000
Zymeworks Inc. 2,368,890 $52,115,000 1.20% +1,795,000 +$43,586,000
DOVA PHARMACEUTICALS INC 3,553,060 $50,098,000 1.15% +427,209 +$22,310,000
REGENXBIO Inc. 970,997 $49,880,000 1.14% -174,729 -$15,782,000
MERIT MEDICAL SYSTEMS INC 817,209 $48,673,000 1.12% -235,889 -$16,440,000
ARRAY BIOPHARMA INC 1,038,390 $48,109,000 1.10% -3,190,510 -$54,992,000
ViewRay, Inc. 5,455,243 $48,061,000 1.10% +649,593 +$12,547,000