Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2020Q3 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q2 $ vs. 2020Q2
Health Catalyst, Inc. 291,084 $10,654,000 0.16% -44,698 +$859,000
HOLOGIC INC 170,000 $11,300,000 0.16% -60,000 -$1,810,000
ACCOLADE INC 293,138 $11,394,000 0.17% New +$11,394,000
DBV Technologies S.A. SPONSORED ADR 6,806,975 $11,776,000 0.17% -510,834 -$20,349,000
VanEck Vectors ETF Trust PHARMACEUTICAL PUT 200,000 $12,434,000 0.18% New +$12,434,000
ESTABLISHMENT LABS HOLDINGS INC. 678,633 $12,575,000 0.18% New +$12,575,000
Morphic Holding, Inc. 487,000 $13,314,000 0.19% -163,000 -$4,269,000
AMERICAN WELL CORP CL A 455,000 $13,486,000 0.20% New +$13,486,000
Solid Biosciences Inc. 6,749,803 $13,702,000 0.20% No Change -$6,075,000
Dicerna Pharmaceuticals Inc 800,000 $14,392,000 0.21% No Change -$5,928,000
HARMONY BIOSCIENCES HLDGS IN 435,377 $14,759,000 0.22% New +$14,759,000
Mylan N.V. EURO 1,004,419 $14,895,000 0.22% No Change -$1,256,000
LEAP THERAPEUTICS, INC. 8,476,496 $16,783,000 0.25% No Change -$683,000
CytomX Therapeutics, Inc. 2,577,043 $17,137,000 0.25% No Change -$4,330,000
Verona Pharma plc SPONSORED ADS 2,888,889 $18,027,000 0.26% New +$18,027,000
Unum Therapeutics Inc. 7,955,000 $18,615,000 0.27% New +$18,615,000
IVERIC bio, Inc. 3,481,431 $19,635,000 0.29% No Change +$1,880,000
CONCERT PHARMACEUTICALS, INC. 2,150,641 $21,119,000 0.31% No Change -$279,000
Wave Life Sciences Ltd. 2,500,000 $21,225,000 0.31% New +$21,225,000
PMV PHARMACEUTICALS INC 605,556 $21,497,000 0.31% New +$21,497,000
THERAPEUTICS ACQUISITION COR CL A 1,500,000 $21,570,000 0.31% New +$21,570,000
Urovant Sciences Ltd. 2,366,831 $22,106,000 0.32% New +$22,106,000
SPDR S&P MIDCAP 400 ETF TRUST S&P BIOTECH PUT 200,000 $22,286,000 0.33% New +$22,286,000
Stoke Therapeutics, Inc. 671,978 $22,505,000 0.33% No Change +$6,492,000
GERON CORP 13,461,538 $23,423,000 0.34% No Change -$5,923,000