Avoro vs Commodore vs Cormorant — Portfolio Comparison

Avoro vs Commodore vs Cormorant — Portfolio Comparison | BiotechEdge

Converging (2)

Funds agree

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

Ticker	Company	Avoro	Commodore	Cormorant
AUTL	Autolus Therapeutics plc	New$XX.XM	New$XX.XM	Added$XX.XM
KYTX	Kyverna Therapeutics, Inc.	New$XX.XM	New$XX.XM	New$XX.XM

Shared Positions (5)

Held by all 3 funds

Ticker	Company	Avoro	Commodore	Cormorant
CBAY	CymaBay Therapeutics Inc.	Added$XX.XM	Held$XX.XM	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	New$XX.XM
SNDX	Syndax Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM	New$XX.XM
ORKA	Oruka Therapeutics, Inc.	Held$XX.XM	Held$XX.XM	Held$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	Held$XX.XM	New$XX.XM

Divergent Activity (12)

Funds disagree

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

Ticker	Company	Avoro	Commodore	Cormorant
ARWR	Arrowhead Pharmaceuticals Inc.	Trimmed$XX.XM	Added$XX.XM	—
CNTA	Centessa Pharmaceuticals plc	Added$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM
RNA	Avidity Biosciences Inc.	Trimmed$XX.XM	New$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM	Trimmed$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM	—

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Partial Overlap (36)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Avoro	Commodore	Cormorant
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	—	Trimmed$XX.XM
ASND	Ascendis Pharma A/S	Added$XX.XM	—	New$XX.XM
MLTX	MoonLake Immunotherapeutics	Added$XX.XM	—	Added$XX.XM
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	Held$XX.XM	—
SRPT	Sarepta Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
VERA	Vera Therapeutics Inc.	Trimmed$XX.XM	Trimmed$XX.XM	—
VKTX	Viking Therapeutics Inc.	New$XX.XM	—	New$XX.XM
SLNO	Soleno Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
AAVXF	Abivax S.A.	—	Held$XX.XM	Trimmed$XX.XM
RXDX	Prometheus Biosciences Inc.	—	New$XX.XM	New$XX.XM
ALKS	Alkermes plc	Added$XX.XM	Added$XX.XM	—
ELVN	Enliven Therapeutics, Inc.	—	Added$XX.XM	New$XX.XM
MNMD	Mind Medicine Inc.	New$XX.XM	New$XX.XM	—
KURA	Kura Oncology, Inc.	Added$XX.XM	Added$XX.XM	—
COGT	Cogent Biosciences Inc.	—	Added$XX.XM	Added$XX.XM
DRUG	Bright Minds Biosciences Inc.	—	Held$XX.XM	Held$XX.XM
PTGX	Protagonist Therapeutics Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
PHVS	Pharvaris N.V.	—	Added$XX.XM	Added$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
IMVT	Immunovant Inc.	—	Held$XX.XM	Trimmed$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	New$XX.XM	Added$XX.XM	—
OLMA	Olema Pharmaceuticals, Inc.	New$XX.XM	—	Added$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	—	New$XX.XM	Added$XX.XM
CGON	CG Oncology, Inc.	New$XX.XM	—	Held$XX.XM
ENGNW	enGene Holdings Inc.	—	New$XX.XM	Added$XX.XM
APGE	Apogee Therapeutics Inc.	New$XX.XM	Added$XX.XM	—
GLUE	Monte Rosa Therapeutics, Inc.	New$XX.XM	—	New$XX.XM
RCKT	Rocket Pharmaceuticals Inc.	Added$XX.XM	—	Held$XX.XM
DSGN	Design Therapeutics, Inc.	Held$XX.XM	—	Held$XX.XM
SEPN	Septerna, Inc.	Held$XX.XM	—	New$XX.XM
NKTX	Nkarta, Inc.	—	Added$XX.XM	New$XX.XM
MRSN	Mersana Therapeutics Inc.	New$XX.XM	—	New$XX.XM
IDYA	IDEAYA Biosciences Inc.	—	Held$XX.XM	Held$XX.XM
DYN	Dyne Therapeutics Inc.	Added$XX.XM	New$XX.XM	—

See Where Top Biotech Funds Agree — and Where They Don't

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Converging (2)

Shared Positions (5)

Divergent Activity (12)

Partial Overlap (36)

See what makes each fund unique

Avoro Capital Advisors30 unique

Commodore Capital23 unique

Cormorant Asset Management39 unique