13F HOLDINGS REPORT
PERCEPTIVE ADVISORS LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001012975-25-000446
Total Value
$2.70B
Positions
85
Other Managers
0
Confidential Omitted
No
Holdings (85)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERONA PHARMA PLC | 925050106 | 5,507,591 | $520.9M | 19.31% |
| 2 | ASCENDIS PHARMA A/S | ASND | 963,886 | $166.4M | 6.17% |
| 3 | ARCELLX INC | ACLX | 2,478,000 | $163.2M | 6.05% |
| 4 | RHYTHM PHARMACEUTICALS INC | RYTM | 2,418,299 | $152.8M | 5.67% |
| 5 | NUVALENT INC | NUVL | 1,375,180 | $104.9M | 3.89% |
| 6 | ARTIVION INC | AORT | 2,793,703 | $86.9M | 3.22% |
| 7 | MEIRAGTX HLDGS PLC | MGTX | 12,626,103 | $82.2M | 3.05% |
| 8 | INSMED INC | INSM | 650,252 | $65.4M | 2.43% |
| 9 | EDGEWISE THERAPEUTICS INC | EWTX | 4,639,949 | $60.8M | 2.26% |
| 10 | PROTAGONIST THERAPEUTICS INC | PTGX | 1,074,448 | $59.4M | 2.20% |
| 11 | SOLID BIOSCIENCES INC | SLDB | 11,906,646 | $58.0M | 2.15% |
| 12 | APOGEE THERAPEUTICS INC | APGE | 1,182,148 | $51.3M | 1.90% |
| 13 | AMYLYX PHARMACEUTICALS INC | AMLX | 7,902,365 | $50.7M | 1.88% |
| 14 | IMMATICS N.V | IMTX | 9,383,456 | $50.5M | 1.87% |
| 15 | AKERO THERAPEUTICS INC | 00973Y108 | 915,887 | $48.9M | 1.81% |
| 16 | OMADA HEALTH INC | OMDA | 2,426,330 | $44.4M | 1.65% |
| 17 | AMICUS THERAPEUTICS INC | FOLD | 7,412,830 | $42.5M | 1.57% |
| 18 | ROIVANT SCIENCES LTD | ROIV | 3,331,465 | $37.5M | 1.39% |
| 19 | MERUS N V | N5749R100 | 708,176 | $37.3M | 1.38% |
| 20 | SOLENO THERAPEUTICS INC | SLNO | 430,439 | $36.1M | 1.34% |
| 21 | ASTRIA THERAPEUTICS INC | 04635X102 | 6,485,420 | $34.8M | 1.29% |
| 22 | IMMUNOVANT INC | IMVT | 2,137,890 | $34.2M | 1.27% |
| 23 | NEUROCRINE BIOSCIENCES INC | NBIX | 255,050 | $32.1M | 1.19% |
| 24 | PRAXIS PRECISION MEDICINES I | PRAX | 752,921 | $31.7M | 1.17% |
| 25 | BOSTON SCIENTIFIC CORP | BSX | 280,000 | $30.1M | 1.11% |
| 26 | CARIS LIFE SCIENCES INC | CAI | 1,098,163 | $29.3M | 1.09% |
| 27 | SPDR SERIES TRUST | 78464A870 | 300,000 | $24.9M | 0.92% |
| 28 | INTUITIVE SURGICAL INC | ISRG | 45,119 | $24.5M | 0.91% |
| 29 | ADMA BIOLOGICS INC | ADMA | 1,303,468 | $23.7M | 0.88% |
| 30 | BETA BIONICS INC | BBNX | 1,593,608 | $23.2M | 0.86% |
| 31 | SPYRE THERAPEUTICS INC | SYRE | 1,529,445 | $22.9M | 0.85% |
| 32 | EVOLUS INC | EOLS | 2,474,843 | $22.8M | 0.85% |
| 33 | CELCUITY INC | CELC | 1,633,208 | $21.8M | 0.81% |
| 34 | DYNE THERAPEUTICS INC | DYN | 2,247,390 | $21.4M | 0.79% |
| 35 | SIONNA THERAPEUTICS INC | SION | 1,216,045 | $21.1M | 0.78% |
| 36 | AXSOME THERAPEUTICS INC | AXSM | 198,534 | $20.7M | 0.77% |
| 37 | REPLIGEN CORP | RGEN | 166,000 | $20.6M | 0.77% |
| 38 | INSULET CORP | PODD | 60,387 | $19.0M | 0.70% |
| 39 | OUTSET MED INC | OM | 833,333 | $16.0M | 0.59% |
| 40 | ZYMEWORKS INC | ZYME | 1,275,274 | $16.0M | 0.59% |
| 41 | CYTOMX THERAPEUTICS INC | CTMX | 6,993,646 | $15.9M | 0.59% |
| 42 | ALDEYRA THERAPEUTICS INC | ALDX | 4,051,631 | $15.5M | 0.58% |
| 43 | CHARLES RIV LABS INTL INC | 159864107 | 100,000 | $15.2M | 0.56% |
| 44 | CENTESSA PHARMACEUTICALS PLC | CNTA | 1,146,935 | $15.1M | 0.56% |
| 45 | INHIBRX BIOSCIENCES INC | INBX | 977,892 | $14.0M | 0.52% |
| 46 | ADAGIO MED HLDGS INC | 00534B100 | 9,876,576 | $12.8M | 0.48% |
| 47 | NURIX THERAPEUTICS INC | NRIX | 1,096,985 | $12.5M | 0.46% |
| 48 | TRAVERE THERAPEUTICS INC | TVTX | 834,252 | $12.3M | 0.46% |
| 49 | ORCHESTRA BIOMED HLDGS INC | OBIO | 4,592,556 | $12.3M | 0.46% |
| 50 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 420,690 | $11.0M | 0.41% |
| 51 | INHIBIKASE THERAPEUTICS INC | IKT | 5,432,293 | $10.6M | 0.39% |
| 52 | VIKING THERAPEUTICS INC | VKTX | 380,700 | $10.1M | 0.37% |
| 53 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 270,000 | $9.8M | 0.36% |
| 54 | KYMERA THERAPEUTICS INC | KYMR | 210,106 | $9.2M | 0.34% |
| 55 | NAUTILUS BIOTECHNOLOGY INC | NAUT | 12,594,211 | $9.1M | 0.34% |
| 56 | PENUMBRA INC | PEN | 32,797 | $8.4M | 0.31% |
| 57 | CRESCENT BIOPHARMA INC. | CBIO | 453,686 | $7.3M | 0.27% |
| 58 | AQUESTIVE THERAPEUTICS INC | AQST | 2,190,420 | $7.3M | 0.27% |
| 59 | JANUX THERAPEUTICS INC | JANX | 292,686 | $6.8M | 0.25% |
| 60 | ANTERIS TECHNOLOGIES GLOBAL | AVR | 1,705,130 | $6.5M | 0.24% |
| 61 | CAPRICOR THERAPEUTICS INC | CAPR | 650,000 | $6.5M | 0.24% |
| 62 | XENON PHARMACEUTICALS INC | XENE | 200,791 | $6.3M | 0.23% |
| 63 | VIRIDIAN THERAPEUTICS INC | VRDN | 447,507 | $6.3M | 0.23% |
| 64 | CORVUS PHARMACEUTICALS INC | CRVS | 1,438,595 | $5.8M | 0.21% |
| 65 | SEPTERNA INC | SEPN | 541,450 | $5.7M | 0.21% |
| 66 | GLOBUS MED INC | GMED | 88,500 | $5.2M | 0.19% |
| 67 | ENVVENO MEDICAL CORPORATION | NVNO | 1,284,966 | $5.1M | 0.19% |
| 68 | HELIX ACQUISITION CORP II | HLXC | 398,000 | $4.2M | 0.16% |
| 69 | OPUS GENETICS INC | IRD | 4,325,000 | $4.1M | 0.15% |
| 70 | CONTINEUM THERAPEUTICS INC | CTNM | 699,486 | $2.8M | 0.10% |
| 71 | LYRA THERAPEUTICS INC | LYRA | 255,150 | $2.3M | 0.08% |
| 72 | SCPHARMACEUTICALS INC | 810648105 | 500,000 | $1.9M | 0.07% |
| 73 | ATHIRA PHARMA INC | 04746L104 | 5,402,964 | $1.6M | 0.06% |
| 74 | RAPT THERAPEUTICS INC | 75382E208 | 183,890 | $1.5M | 0.05% |
| 75 | TRINITY BIOTECH PLC | TRIB | 1,790,000 | $1.2M | 0.04% |
| 76 | CAPRICOR THERAPEUTICS INC | CAPR | 100,000 | $993,000 | 0.04% |
| 77 | FORTE BIOSCIENCES INC | FBRX | 68,192 | $881,723 | 0.03% |
| 78 | AVALO THERAPEUTICS INC | AVTX | 139,667 | $696,938 | 0.03% |
| 79 | BIODESIX INC | BDSX | 2,173,880 | $613,034 | 0.02% |
| 80 | LEXEO THERAPEUTICS INC | LXEO | 139,835 | $562,137 | 0.02% |
| 81 | APYX MEDICAL CORPORATION | APYX | 150,000 | $337,500 | 0.01% |
| 82 | KALA BIO INC | KALA | 55,227 | $262,881 | 0.01% |
| 83 | ENSYSCE BIOSCIENCES INC | ENSCW | 86,666 | $193,265 | 0.01% |
| 84 | REVOLUTION MEDICINES INC | RVMDW | 250,000 | $65,675 | 0.00% |
| 85 | SURROZEN INC | SRZNW | 166,666 | $3,017 | 0.00% |