Avoro vs Baker vs Cormorant — Portfolio Comparison

Avoro vs Baker vs Cormorant — Portfolio Comparison | BiotechEdge

Divergent Activity (8)

Funds disagree

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

Ticker	Company	Avoro	Baker	Cormorant
INSM	Insmed Incorporated	—	Added$XX.XM	Trimmed$XX.XM
PRAX	Praxis Precision Medicines, Inc.	—	Added$XX.XM	Trimmed$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Trimmed$XX.XM	Added$XX.XM	—
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM	Added$XX.XM
RNA	Avidity Biosciences Inc.	Trimmed$XX.XM	Added$XX.XM	Added$XX.XM

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Partial Overlap (34)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Avoro	Baker	Cormorant
SGEN	Seagen Inc.	Held$XX.XM	New$XX.XM	—
MDGL	Madrigal Pharmaceuticals Inc.	Trimmed$XX.XM	Held$XX.XM	—
CELC	Celcuity Inc.	Added$XX.XM	Added$XX.XM	—
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	Held$XX.XM	—
RVMD	Revolution Medicines Inc.	Added$XX.XM	Added$XX.XM	—
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	—	Trimmed$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.	Held$XX.XM	Held$XX.XM	—
MLTX	MoonLake Immunotherapeutics	Added$XX.XM	—	Added$XX.XM
CNTA	Centessa Pharmaceuticals plc	Trimmed$XX.XM	—	Trimmed$XX.XM
ALKS	Alkermes plc	Added$XX.XM	Held$XX.XM	—
CERE	Cerevel Therapeutics Holdings Inc.	Added$XX.XM	New$XX.XM	—
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	—
TERN	Terns Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM	—
CBAY	CymaBay Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
EWTX	Edgewise Therapeutics, Inc.	—	Held$XX.XM	Trimmed$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Held$XX.XM	—
AAVXF	Abivax S.A.	—	Held$XX.XM	Trimmed$XX.XM
ROIV	Roivant Sciences Ltd.	New$XX.XM	Added$XX.XM	—
IMVT	Immunovant Inc.	—	Held$XX.XM	Trimmed$XX.XM
BMEA	Biomea Fusion Inc.	—	New$XX.XM	New$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	Added$XX.XM	—
CRNX	Crinetics Pharmaceuticals Inc.	—	Added$XX.XM	Added$XX.XM
RAPP	Rapport Therapeutics, Inc.	—	Held$XX.XM	Added$XX.XM
DMRA	Damora Therapeutics, Inc.	New$XX.XM	—	New$XX.XM
ALMS	Alumis Inc.	—	Added$XX.XM	Added$XX.XM
AUTL	Autolus Therapeutics plc	New$XX.XM	—	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Held$XX.XM	—
GLUE	Monte Rosa Therapeutics, Inc.	New$XX.XM	Held$XX.XM	—
CRSP	CRISPR Therapeutics AG	New$XX.XM	Added$XX.XM	—
ELVN	Enliven Therapeutics, Inc.	—	Added$XX.XM	New$XX.XM
CGON	CG Oncology, Inc.	New$XX.XM	—	Held$XX.XM
DSGN	Design Therapeutics, Inc.	—	Added$XX.XM	Held$XX.XM

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Divergent Activity (8)

Partial Overlap (34)

See what makes each fund unique

Avoro Capital Advisors30 unique

Baker Bros. Advisors28 unique

Cormorant Asset Management28 unique