Top Funds / PERCEPTIVE ADVISORS LLC


Joseph Edelman

2020Q3 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q2 $ vs. 2020Q2
SpringWorks Therapeutics, Inc. 3,481,148 $165,946,000 2.42% -33,210 +$18,343,000
MyoKardia, Inc. 1,395,017 $190,183,000 2.78% No Change +$55,396,000
Zymeworks Inc. 4,400,999 $204,999,000 2.99% +820,000 +$75,833,000
CYTOKINETICS INC NOTE 4.000%11/1 9,770,000 $218,301,000 3.19% -230,000 -$19,959,000
BridgeBio Pharma, Inc. 6,706,268 $251,619,000 3.67% No Change +$32,928,000
Global Blood Therapeutics, Inc. 5,800,996 $319,867,000 4.67% -41,104 -$48,944,000
IOVANCE BIOTHERAPEUTICS, INC. 10,085,632 $332,019,000 4.85% -1,723,862 +$7,849,000
AMICUS THERAPEUTICS, INC. 25,122,048 $354,723,000 5.18% -60,316 -$25,027,000
Retrophin, Inc. NOTE 2.500% 9/1 45,000,000 $390,119,000 5.70% No Change +$40,140,000
Mirati Therapeutics, Inc. 3,435,575 $570,477,000 8.33% +664,525 +$254,106,000