Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2020Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2019Q4 $ vs. 2019Q4
IOVANCE BIOTHERAPEUTICS, INC. 11,670,057 $349,343,000 9.10% +2,253,855 +$88,703,000
Global Blood Therapeutics, Inc. 6,065,726 $309,897,000 8.07% +200,000 -$156,369,000
NEUROCRINE BIOSCIENCES INC 3,063,263 $265,126,000 6.91% -549,291 -$123,187,000
Mirati Therapeutics, Inc. 3,319,450 $255,167,000 6.65% +116,044 -$157,624,000
AMICUS THERAPEUTICS, INC. 25,182,364 $232,685,000 6.06% +50,000 -$12,104,000
BridgeBio Pharma, Inc. 6,706,268 $194,481,000 5.07% No Change +$52,208,000
Kodiak Sciences Inc. 3,663,557 $174,752,000 4.55% No Change -$88,841,000
Zymeworks Inc. 3,560,999 $126,092,000 3.28% +1,157,973 +$16,851,000
NEVRO CORP 1,092,068 $107,449,000 2.80% +328,182 +$17,662,000
SpringWorks Therapeutics, Inc. 3,484,358 $94,078,000 2.45% +146,836 -$34,383,000
Athenex, Inc. 11,532,467 $89,261,000 2.32% No Change -$86,839,000
MeiraGTx Holdings plc 6,433,277 $86,463,000 2.25% No Change -$42,331,000
ZOGENIX, INC. 3,452,921 $85,390,000 2.22% -256,231 -$107,968,000
Kadmon Holdings, Inc. 15,711,334 $65,830,000 1.71% +1,075,000 -$472,000
MyoKardia, Inc. 1,314,209 $61,611,000 1.60% +107,798 -$26,318,000
Frequency Therapeutics, Inc. 3,034,296 $54,040,000 1.41% No Change +$4,228,000
Quotient Ltd 13,289,054 $52,491,000 1.37% No Change -$73,887,000
ADMA BIOLOGICS, INC. 16,584,802 $47,764,000 1.24% +5,063,700 +$1,680,000
VBI Vaccines Inc/BC 45,951,556 $43,653,000 1.14% No Change -$19,760,000
Retrophin, Inc. 2,890,608 $42,173,000 1.10% No Change +$1,127,000
Blueprint Medicines Corp 688,624 $40,271,000 1.05% +70,000 -$9,287,000
REGENERON PHARMACEUTICALS, INC. 80,000 $39,063,000 1.02% New +$39,063,000
Crinetics Pharmaceuticals, Inc. 2,587,953 $38,042,000 0.99% No Change -$26,889,000
Verrica Pharmaceuticals Inc. 3,410,412 $37,275,000 0.97% No Change -$14,747,000
Retrophin, Inc. NOTE 2.500% 9/1 45,000,000 $35,016,000 0.91% New +$35,016,000