Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2019Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2019Q3 $ vs. 2019Q3
Global Blood Therapeutics, Inc. 5,865,726 $466,266,000 9.26% -10,000 +$181,176,000
Mirati Therapeutics, Inc. 3,203,406 $412,791,000 8.20% -111,200 +$154,550,000
NEUROCRINE BIOSCIENCES INC 3,612,554 $388,313,000 7.71% -447,346 +$22,476,000
Kodiak Sciences Inc. 3,663,557 $263,593,000 5.24% +528,358 +$218,509,000
IOVANCE BIOTHERAPEUTICS, INC. 9,416,202 $260,640,000 5.18% -1,598,500 +$60,173,000
AMICUS THERAPEUTICS, INC. 25,132,364 $244,789,000 4.86% +522,664 +$47,420,000
ZOGENIX, INC. 3,709,152 $193,358,000 3.84% +445,000 +$62,662,000
Athenex, Inc. 11,532,467 $176,100,000 3.50% +797,222 +$45,506,000
AMARIN CORP PLC\UK SPONS ADR 7,106,079 $152,355,000 3.03% -530,000 +$36,592,000
BridgeBio Pharma, Inc. 6,706,268 $142,273,000 2.83% No Change -$1,710,000
MeiraGTx Holdings plc 6,433,277 $128,794,000 2.56% No Change +$26,184,000
SpringWorks Therapeutics, Inc. 3,337,522 $128,461,000 2.55% +120,000 +$58,706,000
Quotient Ltd 13,289,054 $126,378,000 2.51% New +$126,378,000
Zymeworks Inc. 2,403,026 $109,241,000 2.17% +14,136 +$49,997,000
NEVRO CORP 763,886 $89,787,000 1.78% -210,887 +$5,986,000
MyoKardia, Inc. 1,206,411 $87,929,000 1.75% +75,900 +$28,973,000
Kadmon Holdings, Inc. 14,636,334 $66,302,000 1.32% +1,470,588 +$33,125,000
Crinetics Pharmaceuticals, Inc. 2,587,953 $64,931,000 1.29% No Change +$26,009,000
VBI Vaccines Inc/BC 45,951,556 $63,413,000 1.26% No Change +$17,462,000
MOMENTA PHARMACEUTICALS INC 2,835,637 $55,947,000 1.11% -69,363 +$18,298,000
Verrica Pharmaceuticals Inc. 3,410,412 $52,022,000 1.03% No Change +$1,685,000
ROCKET PHARMACEUTICALS, INC. 2,239,241 $50,965,000 1.01% +261,829 +$27,928,000
Frequency Therapeutics, Inc. 3,034,296 $49,812,000 0.99% New +$49,812,000
Blueprint Medicines Corp 618,624 $49,558,000 0.98% -264,640 -$15,335,000
DBV Technologies S.A. SPONSORED ADR 4,367,809 $46,735,000 0.93% +758,725 +$15,697,000