医药界最牛逼的对冲基金 Perceptive (Joseph Edelman) 1Q20 13F BUYS:

$IOVA +2,253,855 (+23%, #1 holding)

$MRTX +116,044 (+3%, #4)

$ZYME +1,157,973 (+48%)

$BPMC +70,000 (+11%)

$ADPT +190,000 (+62%)

$MYOK +107,798 (+8%)

NEW:

$REGN +80,000 (0.96% of book)

$DNLI +850,000 (0.39%)

$CUE +26,371 (0.01%)

IPOs: $RVMD, $BDTX

Top 3 Holdings:

$Iovance(IOVA)$ 9%

$全球血液疗法(GBT)$ 8%

$神经分泌生物科学(NBIX)$ 6.8%