Avoro vs Baker vs Commodore — Portfolio Comparison

Avoro vs Baker vs Commodore — Portfolio Comparison | BiotechEdge

Converging (2)

Funds agree

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

Ticker	Company	Avoro	Baker	Commodore
ALKS	Alkermes plc	Added$XX.XM	Added$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Held by all 3 funds

Ticker	Company	Avoro	Baker	Commodore
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Held$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Held$XX.XM	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Held$XX.XM	Added$XX.XM

Funds disagree

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

Ticker	Company	Avoro	Baker	Commodore
CELC	Celcuity Inc.	New$XX.XM	Held$XX.XM	Trimmed$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Trimmed$XX.XM	Added$XX.XM	Added$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM	—
CNTA	Centessa Pharmaceuticals plc	Added$XX.XM	Held$XX.XM	Trimmed$XX.XM
RNA	Avidity Biosciences Inc.	Trimmed$XX.XM	Added$XX.XM	—

+5 more divergent positions. Unlock with free trial

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Avoro	Baker	Commodore
SGEN	Seagen Inc.	Held$XX.XM	New$XX.XM	—
MDGL	Madrigal Pharmaceuticals Inc.	Trimmed$XX.XM	Held$XX.XM	—
ARGX	argenx SE	Held$XX.XM	Held$XX.XM	—
RVMD	Revolution Medicines Inc.	New$XX.XM	Held$XX.XM	—
BMRN	BioMarin Pharmaceutical Inc.	Added$XX.XM	New$XX.XM	—
KRYS	Krystal Biotech Inc.	Added$XX.XM	Held$XX.XM	—
RYTM	Rhythm Pharmaceuticals Inc.	—	Held$XX.XM	Trimmed$XX.XM
VERA	Vera Therapeutics Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
CERE	Cerevel Therapeutics Holdings Inc.	Added$XX.XM	New$XX.XM	—
CBAY	CymaBay Therapeutics Inc.	Added$XX.XM	—	Held$XX.XM
SLNO	Soleno Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
ROIV	Roivant Sciences Ltd.	New$XX.XM	Added$XX.XM	—
IMVT	Immunovant Inc.	—	Held$XX.XM	Held$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	Added$XX.XM	—
IDYA	IDEAYA Biosciences Inc.	—	Added$XX.XM	Held$XX.XM
AAVXF	Abivax S.A.	—	Held$XX.XM	Held$XX.XM
NRIX	Nurix Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
TSHA	Taysha Gene Therapies, Inc.	Held$XX.XM	Held$XX.XM	—
MNMD	Mind Medicine Inc.	New$XX.XM	—	New$XX.XM
SNDX	Syndax Pharmaceuticals Inc.	Held$XX.XM	—	Added$XX.XM
KURA	Kura Oncology, Inc.	Added$XX.XM	—	Added$XX.XM
ORKA	Oruka Therapeutics, Inc.	Held$XX.XM	—	Held$XX.XM
CRSP	CRISPR Therapeutics AG	New$XX.XM	Added$XX.XM	—
CABA	Cabaletta Bio, Inc.	—	Held$XX.XM	Trimmed$XX.XM
DYN	Dyne Therapeutics Inc.	Added$XX.XM	Held$XX.XM	—
DSGN	Design Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	—