Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2020Q3 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q2 $ vs. 2020Q2
Avidity Biosciences, Inc. 1,235,818 $34,788,000 0.51% No Change +$3,175,000
Eidos Therapeutics, Inc. 686,922 $34,710,000 0.51% No Change +$4,595,000
Zentalis Pharmaceuticals, Inc. 1,050,003 $34,325,000 0.50% No Change -$11,458,000
MACROGENICS INC 1,291,181 $32,525,000 0.47% +3,167 -$3,436,000
Turning Point Therapeutics, Inc. 329,890 $28,819,000 0.42% No Change +$7,511,000
BIOGEN INC. CALL 100,000 $28,368,000 0.41% New +$28,368,000
Molecular Templates, Inc. 2,474,133 $27,018,000 0.39% No Change -$7,100,000
Fusion Pharmaceuticals Inc. 2,235,983 $26,877,000 0.39% No Change -$9,078,000
IMMATICS N.V 2,500,000 $26,525,000 0.39% New +$26,525,000
Verrica Pharmaceuticals Inc. 3,410,412 $26,397,000 0.39% No Change -$11,152,000
GERON CORP 13,461,538 $23,423,000 0.34% No Change -$5,923,000
Stoke Therapeutics, Inc. 671,978 $22,505,000 0.33% No Change +$6,492,000
SPDR S&P MIDCAP 400 ETF TRUST S&P BIOTECH PUT 200,000 $22,286,000 0.33% New +$22,286,000
Urovant Sciences Ltd. 2,366,831 $22,106,000 0.32% New +$22,106,000
THERAPEUTICS ACQUISITION COR CL A 1,500,000 $21,570,000 0.31% New +$21,570,000
PMV PHARMACEUTICALS INC 605,556 $21,497,000 0.31% New +$21,497,000
Wave Life Sciences Ltd. 2,500,000 $21,225,000 0.31% New +$21,225,000
CONCERT PHARMACEUTICALS, INC. 2,150,641 $21,119,000 0.31% No Change -$279,000
IVERIC bio, Inc. 3,481,431 $19,635,000 0.29% No Change +$1,880,000
Unum Therapeutics Inc. 7,955,000 $18,615,000 0.27% New +$18,615,000
Verona Pharma plc SPONSORED ADS 2,888,889 $18,027,000 0.26% New +$18,027,000
CytomX Therapeutics, Inc. 2,577,043 $17,137,000 0.25% No Change -$4,330,000
LEAP THERAPEUTICS, INC. 8,476,496 $16,783,000 0.25% No Change -$683,000
Mylan N.V. EURO 1,004,419 $14,895,000 0.22% No Change -$1,256,000
HARMONY BIOSCIENCES HLDGS IN 435,377 $14,759,000 0.22% New +$14,759,000