Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2020Q3 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q2 $ vs. 2020Q2
Verrica Pharmaceuticals Inc. 3,410,412 $26,397,000 0.39% No Change -$11,152,000
IMMATICS N.V 2,500,000 $26,525,000 0.39% New +$26,525,000
Fusion Pharmaceuticals Inc. 2,235,983 $26,877,000 0.39% No Change -$9,078,000
Molecular Templates, Inc. 2,474,133 $27,018,000 0.39% No Change -$7,100,000
BIOGEN INC. CALL 100,000 $28,368,000 0.41% New +$28,368,000
Turning Point Therapeutics, Inc. 329,890 $28,819,000 0.42% No Change +$7,511,000
MACROGENICS INC 1,291,181 $32,525,000 0.47% +3,167 -$3,436,000
Zentalis Pharmaceuticals, Inc. 1,050,003 $34,325,000 0.50% No Change -$11,458,000
Eidos Therapeutics, Inc. 686,922 $34,710,000 0.51% No Change +$4,595,000
Avidity Biosciences, Inc. 1,235,818 $34,788,000 0.51% No Change +$3,175,000
Silk Road Medical Inc 520,100 $34,956,000 0.51% +135,000 +$18,824,000
Lyra Therapeutics, Inc. 3,222,561 $36,028,000 0.53% No Change -$515,000
COMPASS PATHWAYS PLC SPONSORED ADS 1,047,404 $36,554,000 0.53% New +$36,554,000
VYNE THERAPEUTICS INC 22,876,410 $37,975,000 0.55% New +$37,975,000
ADMA BIOLOGICS, INC. 16,584,802 $39,638,000 0.58% No Change -$8,955,000
Adaptive Biotechnologies Corp 830,000 $40,363,000 0.59% +350,000 +$17,141,000
Neptune Wellness Solutions Inc. 19,436,906 $41,012,000 0.60% +1,000,000 -$10,611,000
Vaxcyte, Inc. 850,000 $41,973,000 0.61% No Change +$15,104,000
COLLEGIUM PHARMACEUTICAL, INC 2,058,068 $42,849,000 0.63% No Change +$6,833,000
Allogene Therapeutics, Inc. 1,143,790 $43,132,000 0.63% -400,000 -$22,973,000
Aldeyra Therapeutics, Inc. 6,285,458 $46,575,000 0.68% +3,200,000 +$33,709,000
ARENA PHARMACEUTICALS INC 625,129 $46,753,000 0.68% -470,000 -$22,185,000
AGILE THERAPEUTICS INC 15,919,925 $48,397,000 0.71% No Change +$4,140,000
Immunovant, Inc. 1,400,000 $49,266,000 0.72% +300,000 +$22,481,000
ROCKET PHARMACEUTICALS, INC. 2,189,010 $50,041,000 0.73% No Change +$4,225,000