Joseph Edelman is an American investor and founder of Perceptive Advisors, a firm focused on healthcare and biotechnology. He graduated from UC San Diego with a psychology degree in 1978, later earned an MBA at New York University, and moved from scientific interests into financial analysis.
After working as a biotechnology analyst and in investment management, he founded Perceptive Advisors in 1999. The firm built its strategy around evaluating scientific research, drug development and changes in biotechnology businesses. His later activities include philanthropy through the Edelman Family Foundation. The Autopilot Biotech All-Star Tracker uses public filings from Perceptive and Baker Brothers; Edelman does not thereby manage that tracker.
One octagon for each phase of the life of Joseph Edelman. Each of the eight axes is scored 0 to 5 against a written rubric from documented evidence, with its source; an axis without evidence is a gap, not a zero. There is no total and no ideal shape: it is a profile, not a ranking. Appearance and personality are not axes, because they cannot be scored from evidence.
OverviewGenerated from documented data: the office held, income against IRS percentiles, the highest recorded degree and the reviewed legal record. Axes with no documented evidence are left out; researched phases are added through the wiki.Only 2 of the 8 axes have documented evidence, so no shape is drawn yet.
No total and no ideal shape: a longer spoke means more of that axis, so a long Misconduct spoke is more documented misconduct.
Scores, rubric and sources
01Education4 of 5
Medium confidenceHighest recorded degree: BS in psychology, University of California, San Diego; MBA, New York University..[1]Highest attainment by then: 1 secondary school, 2 some college, 3 bachelor's degree, 4 master's or professional degree, 5 doctorate.
02Wealth4 of 5
Medium confidenceDocumented income of $275M in 2023 is in the top 1% of US returns by adjusted gross income (IRS, tax year 2022, as tabulated by the Tax Foundation). Income, not net worth.[2]Net worth or income against the national thresholds of the time: 1 below the median household, 3 top 5%, 5 top 0.1%.
03PositionNo evidence
Scope of the role held: 1 entry level, 3 senior manager or legislator, 5 head of state or government, or the top role of a major institution.
04Public standingNo evidence
Public approval or favourability where it was measured: 1 under 20%, 3 35 to 50%, 5 over 65%.
05HealthNo evidence
Documented health where an examination or disclosure exists: 5 no documented concern, 1 a serious documented condition.
06MisconductNo evidence
The documented legal and ethics record within the phase, as in the misconduct meter: 0 none documented, 1 only matters resolved in their favour, 2 an open matter, 3 one finding, 4 two or three, 5 four or more. More is more documented misconduct.
07Social goodNo evidence
Assessed effects of what they did in the phase on health, safety, education, rights and the environment, from official statistics or peer-reviewed evidence: 0 clearly harmful, 2.5 mixed, 5 clearly beneficial.
08Economic goodNo evidence
Assessed effects of what they did in the phase on efficiency, growth and fiscal sustainability, from CBO and peer-reviewed evidence, as in the good-for-society reading: 0 clearly harmful, 2.5 mixed, 5 clearly beneficial.
Earnings by year1
What each year added up to: salary, plus outside income, royalties, endorsements, prizes and investment income where a source reports them. A financial disclosure gives ranges, shown as such.
Latest published holdings, with their source dates. Positions may have changed. Transaction disclosures alone do not establish remaining shares or cost basis.
No verified personal portfolio snapshot is available. Personal holdings and unrealized P&L are unknown; associated fund or strategy holdings appear separately.
Personal trades & P&L
Publicly disclosed personal trading activity. Publication dates and trade dates are distinct; a commentary post is not a complete execution record.
Realized P&L requires matched acquisition costs and sale proceeds for the same security and quantity. Transaction value ranges, inferred quarterly changes and commentary do not establish profit. Missing cost or execution data remains undisclosed.
No verified personal trade ledger is available. Trading activity and realized P&L are unknown, not zero.
Fund holdings & tracked strategies
Latest published holdings, with their source dates. Positions may have changed. Transaction disclosures alone do not establish remaining shares or cost basis.
These are the investment manager’s reported positions, not the named person’s personal brokerage holdings. Form 13F shows reportable long securities at quarter-end and omits cash, short positions and many foreign/private assets. Showing 100 of 101 reported share positions; full filings are linked. 8 option, principal-amount or warrant/debt rows are excluded. Option figures describe underlying exposure, not option premiums. Allocation is within the reported non-option share positions, not total fund assets. 13F does not disclose purchase costs or actual P&L.
Perceptive Advisors — SEC 13F · as of Jun 30, 2026
Security
Allocation
Shares
Cost basis
Market value
Unrealized P&L
CUSIP 74006W207PRAXIS PRECISION MEDICINES I — COM NEW
10.61%
2,035,986
Not disclosed
Work and contributions7
Initiatives1
2017 — Edelman Family Foundation[1]profile-research-2017-edelman-family-foundationEstablished the New York-based foundation in 2017 to conduct philanthropic work.
Work5
1978–1988 — psychology and business education[1]profile-research-1978-1988-psychology-and-business-educationGraduated magna cum laude from UC San Diego in psychology in 1978 and earned an MBA from NYU Stern in 1988.
Biotech All-Star Tracker[3]autopilot-1259085Autopilot lists this strategy as following public disclosures, public commentary or the associated investment firm. The named person does not thereby operate or endorse the tracker.
Sources3
Biographical facts about Joseph Edelman are backed by the wiki and its numbered references. Holdings and trade disclosures cite their sources within their own sections. Read the wiki
Stock P&L requires a disclosed position cost basis and a dated valuation in the same currency. It is unrealized price P&L and excludes dividends and realized gains. Missing inputs stay undisclosed.
These are the tracked strategy’s holdings and client-strategy returns. They do not establish this person’s own positions or profit.
Biotech All-Star Tracker · as of Oct 25, 2026
Security
Allocation
Unrealized P&L
KODKodiak Sciences Inc Common Stock
12.1%
Not disclosed
ONCBeOne Medicines Ltd. American Depositary Shares
6.2%
Not disclosed
ROIVRoivant Sciences Ltd. Common Shares
5.8%
Not disclosed
Only part of the portfolio is public · 16 additional holdings not published (75.9%)
Stock P&L requires a disclosed position cost basis and a dated valuation in the same currency. It is unrealized price P&L and excludes dividends and realized gains. Missing inputs stay undisclosed.
Published portfolio return
as of Oct 23, 2026 · Started Aug 20, 2026
Last month
+1.34%
Since inception
-11.05%
Performance methodology
The performance data presented reflects the aggregated results of actual client portfolios managed by the Registered Investment Adviser (RIA), based on the trading activity in the securities contained in the relevant portfolio over the specified period. If fewer than 10 clients are invested in the portfolio, the data represents the aggregate performance of all clients following this strategy. Performance figures are shown net of advisory fees, calculated using the applicable subscription fee and an assumed $50,000 account size. Because subscription fees are flat rather than asset-based, accounts smaller than $50,000 would experience a higher effective fee percentage and lower net performance, while larger accounts would experience a lower effective fee percentage. Actual investor outcomes can vary due to factors like brokerage support for fractional shares, account size, trade timing, fees, and taxes, and past performance should not be interpreted as a guarantee of future results or typical of all portfolios.
Biotechnology research and investment analysis[1]profile-research-biotechnology-research-and-investment-analysisWorked in financial research and investment roles focused on healthcare before launching his own firm.
Career and background[1]autopilot-biographyInvestor and founder of Perceptive Advisors, an investment firm focused on healthcare and biotechnology.
Professional profile and background[1]profile-research-biographyJoseph Edelman is an American investor and founder of Perceptive Advisors, a firm focused on healthcare and biotechnology. He graduated from UC San Diego with a psychology degree in 1978, later earned an MBA at New York University, and moved from scientific interests into financial analysis.
After working as a biotechnology analyst and in investment management, he founded Perceptive Advisors in 1999. The firm built its strategy around evaluating scientific research, drug development and changes in biotechnology businesses. His later activities include philanthropy through the Edelman Family Foundation. The Autopilot Biotech All-Star Tracker uses public filings from Perceptive and Baker Brothers; Edelman does not thereby manage that tracker.
Companies founded1
1999 — founded Perceptive Advisors[1]profile-research-1999-founded-perceptive-advisorsFounded the healthcare-focused investment firm in July 1999, developing a strategy centered on biotechnology innovation.
