Avoro vs Baker vs BVF — Portfolio Comparison

Avoro vs Baker vs BVF — Portfolio Comparison | BiotechEdge

Converging (1)

Funds agree

Positions where all selected funds are moving in the same direction — all adding or all trimming.

Ticker	Company	Avoro	Baker	BVF
ROIV	Roivant Sciences Ltd.	New$XX.XM	Added$XX.XM	New$XX.XM

Held by all 3 funds

Ticker	Company	Avoro	Baker	BVF
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Held$XX.XM
CELC	Celcuity Inc.	New$XX.XM	Held$XX.XM	New$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	Held$XX.XM

Funds disagree

Positions where selected funds are taking different actions — one adding while another trims.

Ticker	Company	Avoro	Baker	BVF
RVMD	Revolution Medicines Inc.	New$XX.XM	Held$XX.XM	Trimmed$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Trimmed$XX.XM	Added$XX.XM	—
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM	Added$XX.XM
CNTA	Centessa Pharmaceuticals plc	Added$XX.XM	—	Trimmed$XX.XM
IDYA	IDEAYA Biosciences Inc.	—	Added$XX.XM	Trimmed$XX.XM

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Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Avoro	Baker	BVF
SGEN	Seagen Inc.	Held$XX.XM	New$XX.XM	—
MDGL	Madrigal Pharmaceuticals Inc.	Trimmed$XX.XM	Held$XX.XM	—
MLTX	MoonLake Immunotherapeutics	Added$XX.XM	—	Held$XX.XM
ARGX	argenx SE	Held$XX.XM	Held$XX.XM	—
BMRN	BioMarin Pharmaceutical Inc.	Added$XX.XM	New$XX.XM	—
KRYS	Krystal Biotech Inc.	Added$XX.XM	Held$XX.XM	—
CERE	Cerevel Therapeutics Holdings Inc.	Added$XX.XM	New$XX.XM	—
ALKS	Alkermes plc	Added$XX.XM	Added$XX.XM	—
IONS	Ionis Pharmaceuticals Inc.	—	Added$XX.XM	Added$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Held$XX.XM	—
IMCR	Immunocore Holdings plc	—	Held$XX.XM	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	New$XX.XM	—
KURA	Kura Oncology, Inc.	Added$XX.XM	—	Added$XX.XM
AAVXF	Abivax S.A.	—	Held$XX.XM	Trimmed$XX.XM
REPL	Replimune Group Inc.	—	Held$XX.XM	Held$XX.XM
STOK	Stoke Therapeutics, Inc.	—	Held$XX.XM	Added$XX.XM
IMVT	Immunovant Inc.	—	Held$XX.XM	New$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	Added$XX.XM	—
SNDX	Syndax Pharmaceuticals Inc.	Held$XX.XM	—	New$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	—	Added$XX.XM	New$XX.XM
CGON	CG Oncology, Inc.	New$XX.XM	—	New$XX.XM
SEPN	Septerna, Inc.	Held$XX.XM	—	Trimmed$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Held$XX.XM	—
CRSP	CRISPR Therapeutics AG	New$XX.XM	Added$XX.XM	—