Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2020Q3 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q2 $ vs. 2020Q2
AMICUS THERAPEUTICS, INC. 25,122,048 $354,723,000 5.18% -60,316 -$25,027,000
IOVANCE BIOTHERAPEUTICS, INC. 10,085,632 $332,019,000 4.85% -1,723,862 +$7,849,000
Global Blood Therapeutics, Inc. 5,800,996 $319,867,000 4.67% -41,104 -$48,944,000
CYTOKINETICS INC NOTE 4.000%11/1 9,770,000 $218,301,000 3.19% -230,000 -$19,959,000
SpringWorks Therapeutics, Inc. 3,481,148 $165,946,000 2.42% -33,210 +$18,343,000
NEUROCRINE BIOSCIENCES INC 1,548,715 $148,924,000 2.17% -592,695 -$112,328,000
NEVRO CORP 826,164 $115,085,000 1.68% -73,808 +$7,565,000
Kodiak Sciences Inc. 1,043,021 $61,757,000 0.90% -2,470,551 -$128,397,000
Blueprint Medicines Corp 664,574 $61,606,000 0.90% -24,050 +$7,893,000
Provention Bio, Inc. 4,265,711 $54,729,000 0.80% -260,000 -$9,129,000
ARENA PHARMACEUTICALS INC 625,129 $46,753,000 0.68% -470,000 -$22,185,000
Allogene Therapeutics, Inc. 1,143,790 $43,132,000 0.63% -400,000 -$22,973,000
Morphic Holding, Inc. 487,000 $13,314,000 0.19% -163,000 -$4,269,000
DBV Technologies S.A. SPONSORED ADR 6,806,975 $11,776,000 0.17% -510,834 -$20,349,000
HOLOGIC INC 170,000 $11,300,000 0.16% -60,000 -$1,810,000
Health Catalyst, Inc. 291,084 $10,654,000 0.16% -44,698 +$859,000
INSULET CORP 37,733 $8,927,000 0.13% -15,000 -$1,317,000
AtriCure, Inc. 216,449 $8,636,000 0.13% -312,327 -$15,132,000
Twist Bioscience Corp 112,756 $8,566,000 0.13% -160,000 -$3,790,000
Revolution Medicines, Inc. 224,224 $7,803,000 0.11% -125,776 -$3,247,000
REGENERON PHARMACEUTICALS, INC. 5,000 $2,799,000 0.04% -10,000 -$6,555,000
Livongo Health, Inc. 10,663 $1,493,000 0.02% -2,957 +$469,000
BIO-RAD LABORATORIES, INC. CL A 489 $252,000 0.00% -15,000 -$6,741,000