Avoro vs Casdin vs Driehaus — Portfolio Comparison

Avoro vs Casdin vs Driehaus — Portfolio Comparison | BiotechEdge

Divergent Activity (11)

Funds disagree

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

Ticker	Company	Avoro	Casdin	Driehaus
ASND	Ascendis Pharma A/S	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	Held$XX.XM	Added$XX.XM
BPMC	Blueprint Medicines Corporation	Added$XX.XM	Trimmed$XX.XM	Added$XX.XM
RVMD	Revolution Medicines Inc.	New$XX.XM	Trimmed$XX.XM	—

+6 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	Casdin	Driehaus
UTHR	United Therapeutics Corporation	Added$XX.XM	—	Added$XX.XM
MDGL	Madrigal Pharmaceuticals Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	—	Added$XX.XM
ARGX	argenx SE	Held$XX.XM	—	Added$XX.XM
HZNP	Horizon Therapeutics Public Ltd.	Held$XX.XM	—	New$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
KRYS	Krystal Biotech Inc.	Added$XX.XM	—	Added$XX.XM
SRPT	Sarepta Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM
WGSWW	GeneDx Holdings Corp.	—	Held$XX.XM	Trimmed$XX.XM
CNTA	Centessa Pharmaceuticals plc	Added$XX.XM	—	Added$XX.XM
CELC	Celcuity Inc.	New$XX.XM	—	Added$XX.XM
VKTX	Viking Therapeutics Inc.	New$XX.XM	—	Added$XX.XM
ITCI	Intra-Cellular Therapies Inc.	Held$XX.XM	—	Added$XX.XM
CBAY	CymaBay Therapeutics Inc.	Added$XX.XM	—	New$XX.XM
SLNO	Soleno Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	—	New$XX.XM
APGE	Apogee Therapeutics Inc.	New$XX.XM	—	Added$XX.XM
SEPN	Septerna, Inc.	Held$XX.XM	—	Trimmed$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	—	Added$XX.XM
PTCT	PTC Therapeutics Inc.	New$XX.XM	—	Added$XX.XM
RLAY	Relay Therapeutics Inc.	—	Added$XX.XM	New$XX.XM
ALKS	Alkermes plc	Added$XX.XM	—	New$XX.XM
MNMD	Mind Medicine Inc.	New$XX.XM	—	Added$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	—	Added$XX.XM
RXDX	Prometheus Biosciences Inc.	—	New$XX.XM	New$XX.XM