Q1 2025 · 13F-HR
PERCEPTIVE ADVISORS LLCholdings as filed
Filed 2025-05-15 · accession 0001012975-25-000242
$2.84B
Reported value
87
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 925050106 | VRNA | VERONA PHARMA PLC | $416.7M | 14.7% | 6,563,340 | Common | SOLE |
| 03940C100 | ACLXGBX | ARCELLX INC | $192.0M | 6.76% | 2,926,478 | Common | SOLE |
| 03152W109 | AM6 | AMICUS THERAPEUTICS INC | $175.2M | 6.17% | 21,464,527 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $144.0M | 5.08% | 6,547,328 | Common | SOLE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $135.0M | 4.76% | 2,548,445 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $115.9M | 4.08% | 1,633,968 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $107.6M | 3.79% | 1,506,602 | Common | SOLE |
| 46116X101 | ITCIEUR | INTRA-CELLULAR THERAPIES INC | $103.7M | 3.66% | 786,358 | Common | SOLE |
| G59665102 | MGTX | MEIRAGTX HLDGS PLC | $85.3M | 3.00% | 12,581,103 | Common | SOLE |
| 228903100 | AORT | ARTIVION INC | $68.7M | 2.42% | 2,793,703 | Common | SOLE |
| 01438T106 | ALDX | ALDEYRA THERAPEUTICS INC | $53.3M | 1.88% | 9,275,851 | Common | SOLE |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $52.8M | 1.86% | 1,091,271 | Common | SOLE |
| 30052C107 | EOLS | EVOLUS INC | $49.7M | 1.75% | 4,129,142 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $48.6M | 1.71% | 2,844,072 | Common | SOLE |
| 83422E204 | SLDB | SOLID BIOSCIENCES INC | $44.1M | 1.55% | 11,906,646 | Common | SOLE |
| 152309100 | CNTA | CENTESSA PHARMACEUTICALS PLC | $43.7M | 1.54% | 3,040,395 | Common | SOLE |
| 462260100 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $42.3M | 1.49% | 12,711,788 | Common | SOLE |
| N44445109 | IMTX | IMMATICS N.V | $42.3M | 1.49% | 9,383,456 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $41.9M | 1.48% | 1,122,767 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $41.4M | 1.46% | 355,107 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $38.9M | 1.37% | 509,300 | Common | SOLE |
| 00773J202 | SYRE | SPYRE THERAPEUTICS INC | $37.3M | 1.32% | 2,313,272 | Common | SOLE |
| 74006W207 | PRAX | PRAXIS PRECISION MEDICINES I | $37.1M | 1.31% | 980,894 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $35.2M | 1.24% | 59,510 | Common | SOLE |
| 04635X102 | CATBUSD | ASTRIA THERAPEUTICS INC | $34.6M | 1.22% | 6,485,420 | Common | SOLE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $32.1M | 1.13% | 792,960 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $29.1M | 1.02% | 690,485 | Common | SOLE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTICALS INC | $27.9M | 0.98% | 7,874,348 | Common | SOLE |
| 000899104 | ADMA | ADMA BIOLOGICS INC | $27.2M | 0.96% | 1,373,233 | Common | SOLE |
| 08659B102 | BBNX | BETA BIONICS INC | $27.0M | 0.95% | 2,203,840 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $26.7M | 0.94% | 706,567 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $26.2M | 0.92% | 970,412 | Common | SOLE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $24.2M | 0.85% | 2,313,403 | Common | SOLE |
| 15102K100 | CELC | CELCUITY INC | $23.9M | 0.84% | 2,362,279 | Common | SOLE |
| 98985Y108 | ZYME | ZYMEWORKS INC | $22.2M | 0.78% | 1,864,672 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $20.1M | 0.71% | 40,619 | Common | SOLE |
| 68572M106 | OBIO | ORCHESTRA BIOMED HLDGS INC | $19.7M | 0.69% | 4,592,556 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $18.8M | 0.66% | 71,597 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $16.5M | 0.58% | 129,801 | Common | SOLE |
| 10919W405 | DRUG | BRIGHT MINDS BIOSCIENCES INC | $16.0M | 0.57% | 444,649 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTICALS INC | $15.4M | 0.54% | 46,500 | Common | SOLE |
| 45720N103 | INBX | INHIBRX BIOSCIENCES INC | $14.9M | 0.52% | 1,064,026 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $13.1M | 0.46% | 130,000 | Common | SOLE |
| 829401108 | SION | SIONNA THERAPEUTICS INC | $13.1M | 0.46% | 1,251,101 | Common | SOLE |
| 45719W205 | IKT | INHIBIKASE THERAPEUTICS INC | $13.0M | 0.46% | 5,925,000 | Common | SOLE |
| 92686J106 | VKTX | VIKING THERAPEUTICS INC | $12.3M | 0.43% | 509,005 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $12.2M | 0.43% | 178,000 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES | $11.1M | 0.39% | 100,050 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $11.0M | 0.39% | 500,000 | CALL | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $10.9M | 0.38% | 325,324 | Common | SOLE |
| 004890109 | ACRV | ACRIVON THERAPEUTICS INC | $10.9M | 0.38% | 5,360,858 | Common | SOLE |
| 63909J108 | NAUT | NAUTILUS BIOTECHNOLOGY INC | $10.8M | 0.38% | 12,594,211 | Common | SOLE |
| 03843E104 | AQST | AQUESTIVE THERAPEUTICS INC | $10.8M | 0.38% | 3,727,208 | Common | SOLE |
| 21217B100 | CTNM | CONTINEUM THERAPEUTICS INC | $10.1M | 0.35% | 1,441,249 | Common | SOLE |
| 14179K101 | CRGX | CARGO THERAPEUTICS INC | $9.9M | 0.35% | 2,431,085 | Common | SOLE |
| 690145206 | OM | OUTSET MED INC | $9.2M | 0.32% | 833,333 | Common | SOLE |
| 92790C104 | VRDN | VIRIDIAN THERAPEUTICS INC | $8.9M | 0.31% | 659,662 | Common | SOLE |
| 30233G209 | EYPT | EYEPOINT PHARMACEUTICALS INC | $8.3M | 0.29% | 1,537,274 | Common | SOLE |
| 00534B100 | ADGM | ADAGIO MED HLDGS INC | $7.9M | 0.28% | 9,812,419 | Common | SOLE |
| 03675P102 | AVR | ANTERIS TECHNOLOGIES GLOBAL | $7.8M | 0.27% | 2,140,000 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $7.4M | 0.26% | 150,000 | Common | SOLE |
| 00650F109 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $6.9M | 0.24% | 930,972 | Common | SOLE |
| 67576A100 | OCUL | OCULAR THERAPEUTIX INC | $6.7M | 0.24% | 915,775 | Common | SOLE |
| 24661P807 | DCTH | DELCATH SYS INC | $5.9M | 0.21% | 462,422 | Common | SOLE |
| 75382E109 | — | RAPT THERAPEUTICS INC | $5.4M | 0.19% | 4,418,947 | Common | SOLE |
| G52441105 | KMTS | KESTRA MED TECHNOLOGIES LTD | $5.0M | 0.18% | 200,000 | Common | SOLE |
| G4444H101 | BBOT | HELIX ACQUISITION CORP II | $4.5M | 0.16% | 398,000 | Common | SOLE |
| 68277Q105 | OKUR | ONKURE THERAPEUTICS INC | $4.3M | 0.15% | 1,004,439 | Common | SOLE |
| 67577R102 | IRD | OPUS GENETICS INC | $4.2M | 0.15% | 4,325,000 | Common | SOLE |
| 05338F306 | AVTX | AVALO THERAPEUTICS INC | $4.2M | 0.15% | 520,000 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $3.5M | 0.12% | 297,553 | Common | SOLE |
| 589492107 | MREO | MEREO BIOPHARMA GROUP PLC | $2.0M | 0.07% | 876,961 | Common | SOLE |
| 55234L105 | LYRAGBP | LYRA THERAPEUTICS INC | $1.6M | 0.06% | 12,757,562 | Common | SOLE |
| 483119202 | KALAEUR | KALA BIO INC | $1.6M | 0.06% | 277,610 | Common | SOLE |
| 04746L104 | — | ATHIRA PHARMA INC | $1.5M | 0.05% | 5,402,964 | Common | SOLE |
| 09075X108 | — | BIODESIX INC | $1.4M | 0.05% | 2,173,880 | Common | SOLE |
| 810648105 | SCPH | SCPHARMACEUTICALS INC | $1.3M | 0.05% | 500,000 | Common | SOLE |
| 68232V884 | TRAW | TRAWS PHARMA INC | $970,096 | 0.03% | 421,781 | Common | SOLE |
| 77313F106 | RCKT | ROCKET PHARMACEUTICALS INC | $938,642 | 0.03% | 140,726 | Common | SOLE |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $606,357 | 0.02% | 80,100 | Common | SOLE |
| 52886X107 | LXEO | LEXEO THERAPEUTICS INC | $485,227 | 0.02% | 139,835 | Common | SOLE |
| 03828A101 | APLT | APPLIED THERAPEUTICS INC | $420,454 | 0.01% | 860,000 | Common | SOLE |
| 63009J107 | NBTX | NANOBIOTIX | $376,090 | 0.01% | 105,053 | Common | SOLE |
| 293602504 | ENSC | ENSYSCE BIOSCIENCES INC | $221,865 | 0.01% | 86,666 | Common | SOLE |
| 03837C106 | APYX | APYX MEDICAL CORPORATION | $205,500 | 0.01% | 150,000 | Common | SOLE |
| 76155X118 | RVMDW | REVOLUTION MEDICINES INC | $9,500 | 0.00% | 250,000 | Common | SOLE |
| 86889P117 | SRZNW | SURROZEN INC | $5,000 | 0.00% | 166,666 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.