Avoro vs Baker vs Eventide — Portfolio Comparison

Avoro vs Baker vs Eventide — Portfolio Comparison | BiotechEdge

Shared Positions (3)

Held by all 3 funds

Ticker	Company	Avoro	Baker	Eventide
SGEN	Seagen Inc.	Held$XX.XM	New$XX.XM	New$XX.XM
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	Held$XX.XM	Held$XX.XM
ARGX	argenx SE	Held$XX.XM	Held$XX.XM	Trimmed$XX.XM

Funds disagree

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

Ticker	Company	Avoro	Baker	Eventide
CELC	Celcuity Inc.	Added$XX.XM	Added$XX.XM	Trimmed$XX.XM
INSM	Insmed Incorporated	—	Added$XX.XM	Trimmed$XX.XM
ASND	Ascendis Pharma A/S	Trimmed$XX.XM	—	New$XX.XM
RVMD	Revolution Medicines Inc.	Added$XX.XM	Added$XX.XM	Trimmed$XX.XM
ARWR	Arrowhead Pharmaceuticals 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	Eventide
MDGL	Madrigal Pharmaceuticals Inc.	Trimmed$XX.XM	Held$XX.XM	—
UTHR	United Therapeutics Corporation	Held$XX.XM	—	Added$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	—	Trimmed$XX.XM
HZNP	Horizon Therapeutics Public Ltd.	Held$XX.XM	—	New$XX.XM
BMRN	BioMarin Pharmaceutical Inc.	Added$XX.XM	New$XX.XM	—
KRYS	Krystal Biotech Inc.	Held$XX.XM	Held$XX.XM	—
RYTM	Rhythm Pharmaceuticals Inc.	—	Held$XX.XM	New$XX.XM
SRPT	Sarepta Therapeutics Inc.	Held$XX.XM	—	Added$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	—
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Held$XX.XM	—
ALNY	Alnylam Pharmaceuticals Inc.	New$XX.XM	—	Added$XX.XM
CYTK	Cytokinetics Incorporated	New$XX.XM	—	Held$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	—	Added$XX.XM
SLNO	Soleno Therapeutics Inc.	Held$XX.XM	—	New$XX.XM
IONS	Ionis Pharmaceuticals Inc.	—	Added$XX.XM	Added$XX.XM
ROIV	Roivant Sciences Ltd.	New$XX.XM	Added$XX.XM	—
AAVXF	Abivax S.A.	—	Held$XX.XM	Trimmed$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	Added$XX.XM	—
CRNX	Crinetics Pharmaceuticals Inc.	—	Added$XX.XM	Held$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Held$XX.XM	—
GLUE	Monte Rosa Therapeutics, Inc.	New$XX.XM	Held$XX.XM	—
LXEO	Lexeo Therapeutics, Inc.	New$XX.XM	—	Held$XX.XM
APGE	Apogee Therapeutics Inc.	New$XX.XM	—	Added$XX.XM