Avoro vs Boxer — Portfolio Comparison

Avoro vs Boxer — Portfolio Comparison | BiotechEdge

Converging (13)

Funds agree

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

Ticker	Company	Avoro	Boxer
ASND	Ascendis Pharma A/S	Added$XX.XM	Added$XX.XM
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	New$XX.XM
BPMC	Blueprint Medicines Corporation	Added$XX.XM	New$XX.XM
VKTX	Viking Therapeutics Inc.	New$XX.XM	Added$XX.XM
QURE	uniQure N.V.	Added$XX.XM	New$XX.XM
IOVA	Iovance Biotherapeutics Inc.	Added$XX.XM	New$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	Added$XX.XM
KURA	Kura Oncology, Inc.	Added$XX.XM	New$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	New$XX.XM
APGE	Apogee Therapeutics Inc.	New$XX.XM	New$XX.XM
GHRS	GH Research PLC	New$XX.XM	New$XX.XM
MRSN	Mersana Therapeutics Inc.	New$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	Avoro	Boxer
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	Held$XX.XM
ARGX	argenx SE	Held$XX.XM	Added$XX.XM
SRPT	Sarepta Therapeutics Inc.	Held$XX.XM	Added$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Held$XX.XM
RNA	Avidity Biosciences Inc.	Trimmed$XX.XM	Held$XX.XM
FOLD	Amicus Therapeutics Inc.	Held$XX.XM	Held$XX.XM
SGEN	Seagen Inc.	Held$XX.XM	New$XX.XM
CNTA	Centessa Pharmaceuticals plc	Added$XX.XM	Held$XX.XM
RVMD	Revolution Medicines Inc.	New$XX.XM	Held$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Held$XX.XM
NUVL	Nuvalent Inc.	Trimmed$XX.XM	Held$XX.XM
ETNB	89bio Inc.	Trimmed$XX.XM	Held$XX.XM
PMVP	PMV Pharmaceuticals, Inc.	Held$XX.XM	New$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	New$XX.XM	Held$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
RCKT	Rocket Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM
OLMA	Olema Pharmaceuticals, Inc.	New$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Avoro	Boxer
MDGL	Madrigal Pharmaceuticals Inc.	Trimmed$XX.XM	New$XX.XM