13F HOLDINGS REPORT
PERCEPTIVE ADVISORS LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001012975-25-000242
Total Value
$2.84B
Positions
87
Other Managers
0
Confidential Omitted
No
Holdings (87)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERONA PHARMA PLC | 925050106 | 6,563,340 | $416.7M | 14.68% |
| 2 | ARCELLX INC | ACLX | 2,926,478 | $192.0M | 6.76% |
| 3 | AMICUS THERAPEUTICS INC | FOLD | 21,464,527 | $175.2M | 6.17% |
| 4 | EDGEWISE THERAPEUTICS INC | EWTX | 6,547,328 | $144.0M | 5.08% |
| 5 | RHYTHM PHARMACEUTICALS INC | RYTM | 2,548,445 | $135.0M | 4.76% |
| 6 | NUVALENT INC | NUVL | 1,633,968 | $115.9M | 4.08% |
| 7 | SOLENO THERAPEUTICS INC | SLNO | 1,506,602 | $107.6M | 3.79% |
| 8 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 786,358 | $103.7M | 3.66% |
| 9 | MEIRAGTX HLDGS PLC | MGTX | 12,581,103 | $85.3M | 3.00% |
| 10 | ARTIVION INC | AORT | 2,793,703 | $68.7M | 2.42% |
| 11 | ALDEYRA THERAPEUTICS INC | ALDX | 9,275,851 | $53.3M | 1.88% |
| 12 | PROTAGONIST THERAPEUTICS INC | PTGX | 1,091,271 | $52.8M | 1.86% |
| 13 | EVOLUS INC | EOLS | 4,129,142 | $49.7M | 1.75% |
| 14 | IMMUNOVANT INC | IMVT | 2,844,072 | $48.6M | 1.71% |
| 15 | SOLID BIOSCIENCES INC | SLDB | 11,906,646 | $44.1M | 1.55% |
| 16 | CENTESSA PHARMACEUTICALS PLC | CNTA | 3,040,395 | $43.7M | 1.54% |
| 17 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 12,711,788 | $42.3M | 1.49% |
| 18 | IMMATICS N.V | IMTX | 9,383,456 | $42.3M | 1.49% |
| 19 | APOGEE THERAPEUTICS INC | APGE | 1,122,767 | $41.9M | 1.48% |
| 20 | AXSOME THERAPEUTICS INC | AXSM | 355,107 | $41.4M | 1.46% |
| 21 | INSMED INC | INSM | 509,300 | $38.9M | 1.37% |
| 22 | SPYRE THERAPEUTICS INC | SYRE | 2,313,272 | $37.3M | 1.32% |
| 23 | PRAXIS PRECISION MEDICINES I | PRAX | 980,894 | $37.1M | 1.31% |
| 24 | ARGENX SE | ARGX | 59,510 | $35.2M | 1.24% |
| 25 | ASTRIA THERAPEUTICS INC | 04635X102 | 6,485,420 | $34.6M | 1.22% |
| 26 | AKERO THERAPEUTICS INC | 00973Y108 | 792,960 | $32.1M | 1.13% |
| 27 | MERUS N V | N5749R100 | 690,485 | $29.1M | 1.02% |
| 28 | AMYLYX PHARMACEUTICALS INC | AMLX | 7,874,348 | $27.9M | 0.98% |
| 29 | ADMA BIOLOGICS INC | ADMA | 1,373,233 | $27.2M | 0.96% |
| 30 | BETA BIONICS INC | BBNX | 2,203,840 | $27.0M | 0.95% |
| 31 | VAXCYTE INC | PCVX | 706,567 | $26.7M | 0.94% |
| 32 | JANUX THERAPEUTICS INC | JANX | 970,412 | $26.2M | 0.92% |
| 33 | DYNE THERAPEUTICS INC | DYN | 2,313,403 | $24.2M | 0.85% |
| 34 | CELCUITY INC | CELC | 2,362,279 | $23.9M | 0.84% |
| 35 | ZYMEWORKS INC | ZYME | 1,864,672 | $22.2M | 0.78% |
| 36 | INTUITIVE SURGICAL INC | ISRG | 40,619 | $20.1M | 0.71% |
| 37 | ORCHESTRA BIOMED HLDGS INC | OBIO | 4,592,556 | $19.7M | 0.69% |
| 38 | INSULET CORP | PODD | 71,597 | $18.8M | 0.66% |
| 39 | REPLIGEN CORP | RGEN | 129,801 | $16.5M | 0.58% |
| 40 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 444,649 | $16.0M | 0.57% |
| 41 | MADRIGAL PHARMACEUTICALS INC | MDGL | 46,500 | $15.4M | 0.54% |
| 42 | INHIBRX BIOSCIENCES INC | INBX | 1,064,026 | $14.9M | 0.52% |
| 43 | BOSTON SCIENTIFIC CORP | BSX | 130,000 | $13.1M | 0.46% |
| 44 | SIONNA THERAPEUTICS INC | SION | 1,251,101 | $13.1M | 0.46% |
| 45 | INHIBIKASE THERAPEUTICS INC | IKT | 5,925,000 | $13.0M | 0.46% |
| 46 | VIKING THERAPEUTICS INC | VKTX | 509,005 | $12.3M | 0.43% |
| 47 | DEXCOM INC | DXCM | 178,000 | $12.2M | 0.43% |
| 48 | NEUROCRINE BIOSCIENCES | NBIX | 100,050 | $11.1M | 0.39% |
| 49 | EDGEWISE THERAPEUTICS INC | EWTX | 500,000 | $11.0M | 0.39% |
| 50 | XENON PHARMACEUTICALS INC | XENE | 325,324 | $10.9M | 0.38% |
| 51 | ACRIVON THERAPEUTICS INC | ACRV | 5,360,858 | $10.9M | 0.38% |
| 52 | NAUTILUS BIOTECHNOLOGY INC | NAUT | 12,594,211 | $10.8M | 0.38% |
| 53 | AQUESTIVE THERAPEUTICS INC | AQST | 3,727,208 | $10.8M | 0.38% |
| 54 | CONTINEUM THERAPEUTICS INC | CTNM | 1,441,249 | $10.1M | 0.35% |
| 55 | CARGO THERAPEUTICS INC | 14179K101 | 2,431,085 | $9.9M | 0.35% |
| 56 | OUTSET MED INC | OM | 833,333 | $9.2M | 0.32% |
| 57 | VIRIDIAN THERAPEUTICS INC | VRDN | 659,662 | $8.9M | 0.31% |
| 58 | EYEPOINT PHARMACEUTICALS INC | EYPT | 1,537,274 | $8.3M | 0.29% |
| 59 | ADAGIO MED HLDGS INC | 00534B100 | 9,812,419 | $7.9M | 0.28% |
| 60 | ANTERIS TECHNOLOGIES GLOBAL | AVR | 2,140,000 | $7.8M | 0.27% |
| 61 | DISC MEDICINE INC | IRON | 150,000 | $7.4M | 0.26% |
| 62 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 930,972 | $6.9M | 0.24% |
| 63 | OCULAR THERAPEUTIX INC | OCUL | 915,775 | $6.7M | 0.24% |
| 64 | DELCATH SYS INC | DCTH | 462,422 | $5.9M | 0.21% |
| 65 | RAPT THERAPEUTICS INC | 75382E109 | 4,418,947 | $5.4M | 0.19% |
| 66 | KESTRA MED TECHNOLOGIES LTD | BEKE | 200,000 | $5.0M | 0.18% |
| 67 | HELIX ACQUISITION CORP II | HLXC | 398,000 | $4.5M | 0.16% |
| 68 | ONKURE THERAPEUTICS INC | OKUR | 1,004,439 | $4.3M | 0.15% |
| 69 | OPUS GENETICS INC | IRD | 4,325,000 | $4.2M | 0.15% |
| 70 | AVALO THERAPEUTICS INC | AVTX | 520,000 | $4.2M | 0.15% |
| 71 | NURIX THERAPEUTICS INC | NRIX | 297,553 | $3.5M | 0.12% |
| 72 | MEREO BIOPHARMA GROUP PLC | MREO | 876,961 | $2.0M | 0.07% |
| 73 | LYRA THERAPEUTICS INC | LYRA | 12,757,562 | $1.6M | 0.06% |
| 74 | KALA BIO INC | KALA | 277,610 | $1.6M | 0.06% |
| 75 | ATHIRA PHARMA INC | 04746L104 | 5,402,964 | $1.5M | 0.05% |
| 76 | BIODESIX INC | BDSX | 2,173,880 | $1.4M | 0.05% |
| 77 | SCPHARMACEUTICALS INC | 810648105 | 500,000 | $1.3M | 0.05% |
| 78 | TRAWS PHARMA INC | TRAW | 421,781 | $970,096 | 0.03% |
| 79 | ROCKET PHARMACEUTICALS INC | RCKTW | 140,726 | $938,642 | 0.03% |
| 80 | CULLINAN THERAPEUTICS INC | CGEM | 80,100 | $606,357 | 0.02% |
| 81 | LEXEO THERAPEUTICS INC | LXEO | 139,835 | $485,227 | 0.02% |
| 82 | APPLIED THERAPEUTICS INC | 03828A101 | 860,000 | $420,454 | 0.01% |
| 83 | NANOBIOTIX | NBTX | 105,053 | $376,090 | 0.01% |
| 84 | ENSYSCE BIOSCIENCES INC | ENSCW | 86,666 | $221,865 | 0.01% |
| 85 | APYX MEDICAL CORPORATION | APYX | 150,000 | $205,500 | 0.01% |
| 86 | REVOLUTION MEDICINES INC | RVMDW | 250,000 | $9,500 | 0.00% |
| 87 | SURROZEN INC | SRZNW | 166,666 | $5,000 | 0.00% |