13F HOLDINGS REPORT
PERCEPTIVE ADVISORS LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001012975-25-000090
Total Value
$3.63B
Positions
99
Other Managers
0
Confidential Omitted
No
Holdings (99)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERONA PHARMA PLC | 925050106 | 6,392,106 | $296.8M | 8.18% |
| 2 | ARCELLX INC | ACLX | 3,478,888 | $266.8M | 7.35% |
| 3 | AMICUS THERAPEUTICS INC | FOLD | 24,245,952 | $228.4M | 6.29% |
| 4 | RHYTHM PHARMACEUTICALS INC | RYTM | 3,680,473 | $206.0M | 5.68% |
| 5 | NUVALENT INC | NUVL | 2,619,977 | $205.1M | 5.65% |
| 6 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 22,112,266 | $163.6M | 4.51% |
| 7 | VAXCYTE INC | PCVX | 1,718,417 | $140.7M | 3.88% |
| 8 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 1,288,328 | $107.6M | 2.97% |
| 9 | CENTESSA PHARMACEUTICALS PLC | CNTA | 6,349,220 | $106.3M | 2.93% |
| 10 | PRAXIS PRECISION MEDICINES I | PRAX | 1,329,735 | $102.3M | 2.82% |
| 11 | ARTIVION INC | AORT | 2,793,703 | $79.9M | 2.20% |
| 12 | MEIRAGTX HLDGS PLC | MGTX | 12,581,103 | $76.6M | 2.11% |
| 13 | EDGEWISE THERAPEUTICS INC | EWTX | 2,685,537 | $71.7M | 1.98% |
| 14 | SOLENO THERAPEUTICS INC | SLNO | 1,501,040 | $67.5M | 1.86% |
| 15 | IMMATICS N.V | IMTX | 9,383,456 | $66.7M | 1.84% |
| 16 | INSULET CORP | PODD | 232,269 | $60.6M | 1.67% |
| 17 | SPYRE THERAPEUTICS INC | SYRE | 2,574,723 | $59.9M | 1.65% |
| 18 | ASTRIA THERAPEUTICS INC | 04635X102 | 6,485,420 | $58.0M | 1.60% |
| 19 | EVOLUS INC | EOLS | 5,145,846 | $56.8M | 1.57% |
| 20 | AXSOME THERAPEUTICS INC | AXSM | 664,074 | $56.2M | 1.55% |
| 21 | CARGO THERAPEUTICS INC | 14179K101 | 3,683,004 | $53.1M | 1.46% |
| 22 | IMMUNOVANT INC | IMVT | 2,139,199 | $53.0M | 1.46% |
| 23 | PROTAGONIST THERAPEUTICS INC | PTGX | 1,271,662 | $49.1M | 1.35% |
| 24 | APOGEE THERAPEUTICS INC | APGE | 1,047,232 | $47.4M | 1.31% |
| 25 | ALDEYRA THERAPEUTICS INC | ALDX | 9,275,851 | $46.3M | 1.28% |
| 26 | JANUX THERAPEUTICS INC | JANX | 817,895 | $43.8M | 1.21% |
| 27 | ARGENX SE | ARGX | 67,471 | $41.5M | 1.14% |
| 28 | VIKING THERAPEUTICS INC | VKTX | 995,894 | $40.1M | 1.10% |
| 29 | PRAXIS PRECISION MEDICINES I | PRAX | 500,000 | $38.5M | 1.06% |
| 30 | AKERO THERAPEUTICS INC | 00973Y108 | 1,185,592 | $33.0M | 0.91% |
| 31 | INTUITIVE SURGICAL INC | ISRG | 63,119 | $32.9M | 0.91% |
| 32 | ACRIVON THERAPEUTICS INC | ACRV | 5,360,858 | $32.3M | 0.89% |
| 33 | ZYMEWORKS INC | ZYME | 2,130,020 | $31.2M | 0.86% |
| 34 | CELCUITY INC | CELC | 2,362,279 | $30.9M | 0.85% |
| 35 | VIRIDIAN THERAPEUTICS INC | VRDN | 1,486,508 | $28.5M | 0.79% |
| 36 | SOLID BIOSCIENCES INC | SLDB | 6,906,646 | $27.6M | 0.76% |
| 37 | AMYLYX PHARMACEUTICALS INC | AMLX | 6,774,348 | $25.6M | 0.71% |
| 38 | PROCEPT BIOROBOTICS CORP | PRCT | 290,659 | $23.4M | 0.64% |
| 39 | NAUTILUS BIOTECHNOLOGY INC | NAUT | 12,594,211 | $21.2M | 0.58% |
| 40 | CONTINEUM THERAPEUTICS INC | CTNM | 1,441,249 | $21.1M | 0.58% |
| 41 | NATERA INC | NTRA | 125,000 | $19.8M | 0.55% |
| 42 | INHIBIKASE THERAPEUTICS INC | IKT | 5,925,000 | $19.3M | 0.53% |
| 43 | ORCHESTRA BIOMED HLDGS INC | OBIO | 4,592,556 | $18.4M | 0.51% |
| 44 | PENUMBRA INC | PEN | 73,338 | $17.4M | 0.48% |
| 45 | SEPTERNA INC | SEPN | 750,000 | $17.2M | 0.47% |
| 46 | ORUKA THERAPEUTICS INC | ORKA | 845,567 | $16.4M | 0.45% |
| 47 | INHIBRX BIOSCIENCES INC | INBX | 1,064,026 | $16.4M | 0.45% |
| 48 | ADMA BIOLOGICS INC | ADMA | 890,280 | $15.3M | 0.42% |
| 49 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 403,649 | $14.5M | 0.40% |
| 50 | ARVINAS INC | ARVN | 740,749 | $14.2M | 0.39% |
| 51 | NEUROCRINE BIOSCIENCES | NBIX | 100,050 | $13.7M | 0.38% |
| 52 | DYNE THERAPEUTICS INC | DYN | 543,277 | $12.8M | 0.35% |
| 53 | XENON PHARMACEUTICALS INC | XENE | 325,324 | $12.8M | 0.35% |
| 54 | MERUS N V | N5749R100 | 300,000 | $12.6M | 0.35% |
| 55 | CG ONCOLOGY INC | CGON | 419,450 | $12.0M | 0.33% |
| 56 | ANTERIS TECHNOLOGIES GLOBAL | AVR | 2,140,000 | $11.9M | 0.33% |
| 57 | EYEPOINT PHARMACEUTICALS INC | EYPT | 1,537,274 | $11.5M | 0.32% |
| 58 | EDWARDS LIFESCIENCES CORP | EW | 145,000 | $10.7M | 0.30% |
| 59 | TARSUS PHARMACEUTICALS INC | TARS | 186,662 | $10.3M | 0.28% |
| 60 | ADAGIO MED HLDGS INC | 00534B100 | 9,812,419 | $10.3M | 0.28% |
| 61 | INSMED INC | INSM | 144,000 | $9.9M | 0.27% |
| 62 | CRINETICS PHARMACEUTICALS IN | CRNX | 184,525 | $9.4M | 0.26% |
| 63 | RAPT THERAPEUTICS INC | 75382E109 | 5,880,000 | $9.3M | 0.26% |
| 64 | OCULAR THERAPEUTIX INC | OCUL | 1,078,495 | $9.2M | 0.25% |
| 65 | INARI MED INC | 45332Y109 | 178,797 | $9.1M | 0.25% |
| 66 | ONKURE THERAPEUTICS INC | OKUR | 1,004,439 | $8.6M | 0.24% |
| 67 | NURIX THERAPEUTICS INC | NRIX | 330,614 | $6.2M | 0.17% |
| 68 | ZENAS BIOPHARMA INC | ZBIO | 744,035 | $6.1M | 0.17% |
| 69 | IRHYTHM TECHNOLOGIES INC | IRTC | 65,153 | $5.9M | 0.16% |
| 70 | RAPPORT THERAPEUTICS INC | RAPP | 311,551 | $5.5M | 0.15% |
| 71 | HELIX ACQUISITION CORP II | HLXC | 500,000 | $5.3M | 0.14% |
| 72 | ROCKET PHARMACEUTICALS INC | RCKTW | 378,584 | $4.8M | 0.13% |
| 73 | CERIBELL INC | CBLL | 180,546 | $4.7M | 0.13% |
| 74 | VERU INC | VERU | 6,483,157 | $4.2M | 0.12% |
| 75 | MEREO BIOPHARMA GROUP PLC | MREO | 1,085,512 | $3.8M | 0.10% |
| 76 | PERSPECTIVE THERAPEUTICS INC | CATX | 1,190,263 | $3.8M | 0.10% |
| 77 | LINEAGE CELL THERAPEUTICS IN | 53566P109 | 7,236,843 | $3.6M | 0.10% |
| 78 | BIODESIX INC | BDSX | 2,173,880 | $3.3M | 0.09% |
| 79 | ATHIRA PHARMA INC | 04746L104 | 5,402,964 | $3.2M | 0.09% |
| 80 | PEPGEN INC | PEPG | 829,536 | $3.1M | 0.09% |
| 81 | IMMUNITYBIO INC | IBRX | 1,221,734 | $3.1M | 0.09% |
| 82 | BICYCLE THERAPEUTICS PLC | BCYC | 197,108 | $2.8M | 0.08% |
| 83 | LYRA THERAPEUTICS INC | LYRA | 12,757,562 | $2.6M | 0.07% |
| 84 | VERRICA PHARMACEUTICALS INC | VRCA | 3,249,669 | $2.3M | 0.06% |
| 85 | FORTE BIOSCIENCES INC | FBRX | 95,742 | $2.2M | 0.06% |
| 86 | SCPHARMACEUTICALS INC | 810648105 | 500,000 | $1.8M | 0.05% |
| 87 | TRINITY BIOTECH PLC | TRIB | 1,790,000 | $1.6M | 0.04% |
| 88 | TRAWS PHARMA INC | TRAW | 164,157 | $1.5M | 0.04% |
| 89 | FULCRUM THERAPEUTICS INC | FULC | 238,000 | $1.1M | 0.03% |
| 90 | LEXEO THERAPEUTICS INC | LXEO | 139,835 | $920,114 | 0.03% |
| 91 | NOVAVAX INC | NVAX | 100,000 | $804,000 | 0.02% |
| 92 | NANOBIOTIX | NBTX | 266,093 | $763,687 | 0.02% |
| 93 | APPLIED THERAPEUTICS INC | 03828A101 | 860,000 | $736,332 | 0.02% |
| 94 | ENSYSCE BIOSCIENCES INC | ENSCW | 86,666 | $705,461 | 0.02% |
| 95 | DELCATH SYS INC | DCTH | 50,000 | $602,000 | 0.02% |
| 96 | PYXIS ONCOLOGY INC | PYXS | 188,462 | $294,001 | 0.01% |
| 97 | APYX MEDICAL CORPORATION | APYX | 150,000 | $237,000 | 0.01% |
| 98 | REVOLUTION MEDICINES INC | RVMDW | 250,000 | $45,000 | 0.00% |
| 99 | SURROZEN INC | SRZNW | 166,666 | $3,567 | 0.00% |