BiotechEdge

We track every 13F filing from 15 specialist biotech hedge funds. When 5+ funds independently buy the same stock, that's convergence. When insiders buy with their own money while funds pile in, that's conviction. We surface these signals weekly — free.

Full Deerfield Management biotech portfolio breakdown: biotech-edge.com/fund/deerfield…

$COGT, Deerfield's second-largest holding at $321M, has a Phase 2 bezuclastinib readout in Q2 2026. Combined with PRAX's two Phase 3s and PDUFA in Q2-Q3, Deerfield has multiple catalysts landing this summer.

Six of Deerfield's biotech holdings have been acquired in the last six months. AKRO went to Novo Nordisk in Dec 2025, DVAX to Sanofi in Feb 2026, APLS to Biogen in Mar 2026, RNA to Novartis in Feb 2026.

@emtoh you are 100% right, these signals are most helpful when combined with other insights and data

@BiotechEdgeFeed These signals offer a valuable perspective on the market, but final investment decisions should consider other factors. Weekly trend releases also require interpretation by combining more fundamental and technical analysis

We track every 13F filing from 15 specialist biotech hedge funds. When 5+ funds independently buy the same stock, that's convergence. When insiders buy with their own money while funds pile in, that's conviction. We surface these signals weekly — free.

Full week recap: biotech-edge.com/weekly?utm_sou… Track all fund moves: biotech-edge.com/convergence?ut…

$SRRK positions: Redmile 5.2M shares ($230M), Eventide 2.4M shares ($107M), Rock Springs 733K shares ($32.3M).

Three funds reported $SRRK holdings this quarter totaling $369M combined. Apitegromab's Phase 3 SMA readout is coming later this year (NCT05626855).

Full Perceptive Advisors biotech portfolio breakdown: biotech-edge.com/fund/perceptiv…

$CELC at $315M. Phase 3 readout for gedatolisib in breast cancer (NCT05501886) expected in Q2 2026, with a PDUFA date of July 17, 2026 for gedatolisib in HR+/HER2- breast cancer.

5 of Perceptive Advisors' holdings were acquired in the last 6 months: $AKRO by Novo Nordisk, CNTA by Eli Lilly, ACLX by Gilead Sciences, FOLD by BioMarin, and APLS by Biogen (pending, announced Mar 2026).

Full SYRE breakdown with quarterly history: biotech-edge.com/company/syre?u… Free Monday brief with this week's top signals: biotech-edge.com/weekly?utm_sou…

$SYRE has run another 118% to $71 since the Q4 13F filed. The $581M book would be $1.27B today, held flat. Q1 2026 13Fs land May 15. SPY001 Phase 2 in ulcerative colitis, NCT07012395, hits primary completion Q2 2026.

$SYRE doubled in 2025. The stock went $16 to $33, and eight specialist biotech funds finished the year heavier, not lighter. Phase 2 SPY001 readout in ulcerative colitis hits its primary completion date in Q2 2026.