Avoro vs Commodore vs Deep — Portfolio Comparison

Avoro vs Commodore vs Deep — Portfolio Comparison | BiotechEdge

Converging (6)

Funds agree

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

Ticker	Company	Avoro	Commodore	Deep
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM
ALKS	Alkermes plc	Added$XX.XM	Added$XX.XM	Added$XX.XM
DFTX	Definium Therapeutics, Inc.	New$XX.XM	New$XX.XM	New$XX.XM
MNMD	Mind Medicine Inc.	New$XX.XM	New$XX.XM	New$XX.XM
KURA	Kura Oncology, Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Held by all 3 funds

Ticker	Company	Avoro	Commodore	Deep
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	Held$XX.XM	New$XX.XM
SLNO	Soleno Therapeutics Inc.	Held$XX.XM	Added$XX.XM	New$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM
ORKA	Oruka Therapeutics, Inc.	Held$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	Commodore	Deep
GPCR	Structure Therapeutics Inc.	Added$XX.XM	—	Trimmed$XX.XM
CNTA	Centessa Pharmaceuticals plc	Trimmed$XX.XM	Trimmed$XX.XM	Added$XX.XM
VERA	Vera Therapeutics Inc.	Trimmed$XX.XM	Trimmed$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM
CELC	Celcuity Inc.	Added$XX.XM	Trimmed$XX.XM	—

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Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Avoro	Commodore	Deep
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	—	Trimmed$XX.XM
ARGX	argenx SE	Held$XX.XM	—	Trimmed$XX.XM
SRPT	Sarepta Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
BMRN	BioMarin Pharmaceutical Inc.	Added$XX.XM	—	Added$XX.XM
ITCI	Intra-Cellular Therapies Inc.	Held$XX.XM	—	Held$XX.XM
CYTK	Cytokinetics Incorporated	New$XX.XM	—	Added$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	New$XX.XM	—	New$XX.XM
IMVT	Immunovant Inc.	—	Held$XX.XM	Added$XX.XM
MLTX	MoonLake Immunotherapeutics	Added$XX.XM	—	Added$XX.XM
OCUL	Ocular Therapeutix Inc.	Added$XX.XM	—	Added$XX.XM
QURE	uniQure N.V.	Added$XX.XM	—	Added$XX.XM
ETNB	89bio Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
APGE	Apogee Therapeutics Inc.	New$XX.XM	—	Held$XX.XM
NRIX	Nurix Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
AUTL	Autolus Therapeutics plc	New$XX.XM	—	Added$XX.XM
COGT	Cogent Biosciences Inc.	—	Added$XX.XM	Added$XX.XM
DMRA	Damora Therapeutics, Inc.	New$XX.XM	New$XX.XM	—
CLDX	Celldex Therapeutics Inc.	—	Added$XX.XM	Held$XX.XM
LBRX	LB Pharmaceuticals Inc.	—	Held$XX.XM	Held$XX.XM
AGIO	Agios Pharmaceuticals Inc.	—	Held$XX.XM	Added$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	—	Held$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	—	Held$XX.XM	New$XX.XM
AAVXF	Abivax S.A.	—	Held$XX.XM	Held$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
SEPN	Septerna, Inc.	Held$XX.XM	—	New$XX.XM
CRVS	Corvus Pharmaceuticals Inc.	—	New$XX.XM	New$XX.XM
GHRS	GH Research PLC	Held$XX.XM	—	Held$XX.XM