Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2019Q3 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2019Q2 $ vs. 2019Q2
NEUROCRINE BIOSCIENCES INC 4,059,900 $365,837,000 9.86% +36,038 +$26,103,000
Global Blood Therapeutics, Inc. 5,875,726 $285,090,000 7.68% +100,000 -$18,713,000
Mirati Therapeutics, Inc. 3,314,606 $258,241,000 6.96% +415,000 -$40,418,000
IOVANCE BIOTHERAPEUTICS, INC. 11,014,702 $200,467,000 5.40% -900,425 -$91,691,000
AMICUS THERAPEUTICS, INC. 24,609,700 $197,369,000 5.32% +3,100,214 -$71,069,000
BridgeBio Pharma, Inc. 6,706,268 $143,983,000 3.88% No Change -$36,885,000
ZOGENIX, INC. 3,264,152 $130,696,000 3.52% -243,071 -$36,879,000
Athenex, Inc. 10,735,245 $130,594,000 3.52% +913,127 -$57,042,000
AMARIN CORP PLC\UK SPONS ADR 7,636,079 $115,763,000 3.12% +1,434,810 -$4,479,000
DOVA PHARMACEUTICALS INC 3,708,705 $103,658,000 2.79% +155,645 +$53,560,000
MeiraGTx Holdings plc 6,433,277 $102,610,000 2.76% +425,531 -$53,156,000
Quotient Ltd 10,789,054 $83,830,000 2.26% No Change -$17,047,000
NEVRO CORP 974,773 $83,801,000 2.26% -162,992 +$10,040,000
Solid Biosciences Inc. 6,749,803 $69,792,000 1.88% +2,822,581 +$47,211,000
SpringWorks Therapeutics, Inc. 3,217,522 $69,755,000 1.88% New +$69,755,000
Blueprint Medicines Corp 883,264 $64,893,000 1.75% -329,467 -$49,504,000
Zymeworks Inc. 2,388,890 $59,244,000 1.60% +20,000 +$7,129,000
MyoKardia, Inc. 1,130,511 $58,956,000 1.59% +30,000 +$3,776,000
ADMA BIOLOGICS, INC. 11,521,102 $51,268,000 1.38% No Change +$6,682,000
Verrica Pharmaceuticals Inc. 3,410,412 $50,337,000 1.36% No Change +$10,709,000
Neptune Wellness Solutions Inc. 13,436,906 $47,835,000 1.29% +4,545,454 +$17,857,000
VBI Vaccines Inc/BC 45,951,556 $45,951,000 1.24% +20,000,000 +$21,344,000
Kodiak Sciences Inc. 3,135,199 $45,084,000 1.21% No Change +$8,403,000
ARENA PHARMACEUTICALS INC 953,129 $43,624,000 1.18% -427,042 -$37,295,000
Allogene Therapeutics, Inc. 1,543,790 $42,075,000 1.13% No Change +$625,000