Avoro vs Baker vs Driehaus — Portfolio Comparison

Avoro vs Baker vs Driehaus — Portfolio Comparison | BiotechEdge

Converging (4)

Funds agree

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

Ticker	Company	Avoro	Baker	Driehaus
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	New$XX.XM	New$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Held by all 3 funds

Ticker	Company	Avoro	Baker	Driehaus
MDGL	Madrigal Pharmaceuticals Inc.	Trimmed$XX.XM	Held$XX.XM	Trimmed$XX.XM
ARGX	argenx SE	Held$XX.XM	Held$XX.XM	Added$XX.XM
KRYS	Krystal Biotech 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	Driehaus
ASND	Ascendis Pharma A/S	Added$XX.XM	—	Trimmed$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Trimmed$XX.XM	Added$XX.XM	Trimmed$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM	Added$XX.XM
RNA	Avidity Biosciences Inc.	Trimmed$XX.XM	Added$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	—	Trimmed$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	Driehaus
SGEN	Seagen Inc.	Held$XX.XM	New$XX.XM	—
BEIGF	BeOne Medicines Ltd.	—	Held$XX.XM	Added$XX.XM
CELC	Celcuity Inc.	New$XX.XM	Held$XX.XM	—
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	—	Added$XX.XM
RVMD	Revolution Medicines Inc.	New$XX.XM	Held$XX.XM	—
BMRN	BioMarin Pharmaceutical Inc.	Added$XX.XM	New$XX.XM	—
RYTM	Rhythm Pharmaceuticals Inc.	—	Held$XX.XM	Added$XX.XM
PRAX	Praxis Precision Medicines, Inc.	—	Added$XX.XM	Added$XX.XM
CNTA	Centessa Pharmaceuticals plc	Added$XX.XM	—	Added$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	—	Added$XX.XM	Added$XX.XM
CERE	Cerevel Therapeutics Holdings Inc.	Added$XX.XM	New$XX.XM	—
BPMC	Blueprint Medicines Corporation	Added$XX.XM	—	Added$XX.XM
ALKS	Alkermes plc	Added$XX.XM	Added$XX.XM	—
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Held$XX.XM	—
ITCI	Intra-Cellular Therapies Inc.	Held$XX.XM	—	Added$XX.XM
EWTX	Edgewise Therapeutics, Inc.	—	Added$XX.XM	Added$XX.XM
SLNO	Soleno Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
APGE	Apogee Therapeutics Inc.	New$XX.XM	—	Added$XX.XM
ROIV	Roivant Sciences Ltd.	New$XX.XM	Added$XX.XM	—
SEPN	Septerna, Inc.	Held$XX.XM	—	Trimmed$XX.XM
IDYA	IDEAYA Biosciences Inc.	—	Added$XX.XM	Added$XX.XM
PTCT	PTC Therapeutics Inc.	New$XX.XM	—	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
MNMD	Mind Medicine Inc.	New$XX.XM	—	Added$XX.XM
CRSP	CRISPR Therapeutics AG	New$XX.XM	Added$XX.XM	—