Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2020Q3 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q2 $ vs. 2020Q2
Mirati Therapeutics, Inc. 3,435,575 $570,477,000 8.33% +664,525 +$254,106,000
Zymeworks Inc. 4,400,999 $204,999,000 2.99% +820,000 +$75,833,000
Athenex, Inc. 13,532,467 $161,323,000 2.36% +2,000,000 +$5,388,000
Alector, Inc. 2,360,139 $78,758,000 1.15% +400,000 +$26,834,000
IMMUNOMEDICS INC 912,140 $77,559,000 1.13% +550,000 +$64,725,000
NOVAVAX INC 707,715 $76,681,000 1.12% +357,715 +$47,508,000
Coherus BioSciences, Inc. 3,636,485 $66,693,000 0.97% +3,091,200 +$56,954,000
Frequency Therapeutics, Inc. 3,256,518 $62,558,000 0.91% +222,222 -$7,989,000
Inari Medical, Inc. 848,500 $58,563,000 0.85% +152,500 +$24,849,000
Immunovant, Inc. 1,400,000 $49,266,000 0.72% +300,000 +$22,481,000
Aldeyra Therapeutics, Inc. 6,285,458 $46,575,000 0.68% +3,200,000 +$33,709,000
Neptune Wellness Solutions Inc. 19,436,906 $41,012,000 0.60% +1,000,000 -$10,611,000
Adaptive Biotechnologies Corp 830,000 $40,363,000 0.59% +350,000 +$17,141,000
Silk Road Medical Inc 520,100 $34,956,000 0.51% +135,000 +$18,824,000
MACROGENICS INC 1,291,181 $32,525,000 0.47% +3,167 -$3,436,000
AMYRIS, INC. 3,333,332 $8,568,000 0.13% +1,488,720 +$2,119,000
1Life Healthcare Inc 279,844 $7,936,000 0.12% +61,000 -$12,000
TG THERAPEUTICS, INC. 33,893 $907,000 0.01% +4,131 +$327,000