Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2020Q3 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q2 $ vs. 2020Q2
Frequency Therapeutics, Inc. 3,256,518 $62,558,000 0.91% +222,222 -$7,989,000
Forma Therapeutics Holdings, Inc., 1,250,000 $62,300,000 0.91% No Change +$4,187,000
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
Kadmon Holdings, Inc. 15,711,334 $61,588,000 0.90% No Change -$18,854,000
Retrophin, Inc. 3,240,112 $59,812,000 0.87% No Change +$30,941,000
Inari Medical, Inc. 848,500 $58,563,000 0.85% +152,500 +$24,849,000
ATHIRA PHARMA INC 3,114,805 $57,499,000 0.84% New +$57,499,000
Crinetics Pharmaceuticals, Inc. 3,659,381 $57,342,000 0.84% No Change -$1,829,000
Provention Bio, Inc. 4,265,711 $54,729,000 0.80% -260,000 -$9,129,000
ROCKET PHARMACEUTICALS, INC. 2,189,010 $50,041,000 0.73% No Change +$4,225,000
Immunovant, Inc. 1,400,000 $49,266,000 0.72% +300,000 +$22,481,000
AGILE THERAPEUTICS INC 15,919,925 $48,397,000 0.71% No Change +$4,140,000
ARENA PHARMACEUTICALS INC 625,129 $46,753,000 0.68% -470,000 -$22,185,000
Aldeyra Therapeutics, Inc. 6,285,458 $46,575,000 0.68% +3,200,000 +$33,709,000
Allogene Therapeutics, Inc. 1,143,790 $43,132,000 0.63% -400,000 -$22,973,000
COLLEGIUM PHARMACEUTICAL, INC 2,058,068 $42,849,000 0.63% No Change +$6,833,000
Vaxcyte, Inc. 850,000 $41,973,000 0.61% No Change +$15,104,000
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
ADMA BIOLOGICS, INC. 16,584,802 $39,638,000 0.58% No Change -$8,955,000
VYNE THERAPEUTICS INC 22,876,410 $37,975,000 0.55% New +$37,975,000
COMPASS PATHWAYS PLC SPONSORED ADS 1,047,404 $36,554,000 0.53% New +$36,554,000
Lyra Therapeutics, Inc. 3,222,561 $36,028,000 0.53% No Change -$515,000
Silk Road Medical Inc 520,100 $34,956,000 0.51% +135,000 +$18,824,000