Avoro vs BVF vs Casdin — Portfolio Comparison

Ticker	Company	Avoro	BVF	Casdin
SEPN	Septerna, Inc.	Held$XX.XM	Trimmed$XX.XM	Held$XX.XM

Avoro vs BVF vs Casdin — Portfolio Comparison | BiotechEdge

Divergent Activity (6)

Funds disagree

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

Ticker	Company	Avoro	BVF	Casdin
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Trimmed$XX.XM
RVMD	Revolution Medicines Inc.	New$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM
CNTA	Centessa Pharmaceuticals plc	Added$XX.XM	Trimmed$XX.XM	—
BPMC	Blueprint Medicines Corporation	Added$XX.XM	—	Trimmed$XX.XM
ETNB	89bio Inc.	Trimmed$XX.XM	Added$XX.XM	—

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Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Avoro	BVF	Casdin
MLTX	MoonLake Immunotherapeutics	Added$XX.XM	Held$XX.XM	—
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	Held$XX.XM	—
SRPT	Sarepta Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
RNA	Avidity Biosciences Inc.	Trimmed$XX.XM	—	Held$XX.XM
CELC	Celcuity Inc.	New$XX.XM	New$XX.XM	—
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM	—
ALNY	Alnylam Pharmaceuticals Inc.	New$XX.XM	—	New$XX.XM
KURA	Kura Oncology, Inc.	Added$XX.XM	Added$XX.XM	—
RLAY	Relay Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
FDMT	4D Molecular Therapeutics, Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
GHRS	GH Research PLC	New$XX.XM	Held$XX.XM	—
SNDX	Syndax Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM	—
CGON	CG Oncology, Inc.	New$XX.XM	New$XX.XM	—
ROIV	Roivant Sciences Ltd.	New$XX.XM	New$XX.XM	—
VERV	Verve Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	New$XX.XM	—
TNGX	Tango Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM