Avoro vs Cormorant vs Driehaus — Portfolio Comparison

Avoro vs Cormorant vs Driehaus — 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	Cormorant	Driehaus
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM
CBAY	CymaBay Therapeutics Inc.	Added$XX.XM	Added$XX.XM	New$XX.XM

Ticker	Company	Avoro	Cormorant	Driehaus
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	New$XX.XM	Added$XX.XM

Divergent Activity (16)

Funds disagree

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

Ticker	Company	Avoro	Cormorant	Driehaus
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM	Added$XX.XM
ASND	Ascendis Pharma A/S	Added$XX.XM	New$XX.XM	Trimmed$XX.XM
PRAX	Praxis Precision Medicines, Inc.	—	Trimmed$XX.XM	Added$XX.XM
RNA	Avidity Biosciences Inc.	Trimmed$XX.XM	Added$XX.XM	Added$XX.XM
CNTA	Centessa Pharmaceuticals plc	Added$XX.XM	Trimmed$XX.XM	Added$XX.XM

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Partial Overlap (38)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Avoro	Cormorant	Driehaus
MDGL	Madrigal Pharmaceuticals Inc.	Trimmed$XX.XM	—	Trimmed$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
MLTX	MoonLake Immunotherapeutics	Added$XX.XM	Added$XX.XM	—
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
SRPT	Sarepta Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM
BPMC	Blueprint Medicines Corporation	Added$XX.XM	—	Added$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	—	Added$XX.XM	Added$XX.XM
CELC	Celcuity Inc.	New$XX.XM	—	Added$XX.XM
ITCI	Intra-Cellular Therapies Inc.	Held$XX.XM	—	Added$XX.XM
SLNO	Soleno Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
RXDX	Prometheus Biosciences Inc.	—	New$XX.XM	New$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	—	New$XX.XM
APGE	Apogee Therapeutics Inc.	New$XX.XM	—	Added$XX.XM
EWTX	Edgewise Therapeutics, Inc.	—	Held$XX.XM	Added$XX.XM
SEPN	Septerna, Inc.	Held$XX.XM	—	Trimmed$XX.XM
JANX	Janux Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
PTCT	PTC Therapeutics Inc.	New$XX.XM	—	Added$XX.XM
PTGX	Protagonist Therapeutics Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
BMEA	Biomea Fusion Inc.	—	New$XX.XM	New$XX.XM
SNDX	Syndax Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM	—
AUTL	Autolus Therapeutics plc	New$XX.XM	Added$XX.XM	—
DRUG	Bright Minds Biosciences Inc.	—	Held$XX.XM	New$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
KRRO	Korro Bio, Inc.	—	Held$XX.XM	Added$XX.XM
MBX	MBX Biosciences, Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
AXSM	Axsome Therapeutics Inc.	—	Held$XX.XM	Trimmed$XX.XM
CGON	CG Oncology, Inc.	New$XX.XM	Held$XX.XM	—
VRNA	Verona Pharma plc	—	New$XX.XM	New$XX.XM
GLUE	Monte Rosa Therapeutics, Inc.	New$XX.XM	New$XX.XM	—
DSGN	Design Therapeutics, Inc.	Held$XX.XM	Held$XX.XM	—
IDYA	IDEAYA Biosciences Inc.	—	Held$XX.XM	Added$XX.XM
ATXS	Astria Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM

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Converging (2)

Shared Positions (1)

Divergent Activity (16)

Partial Overlap (38)

See what makes each fund unique

Avoro Capital Advisors26 unique

Cormorant Asset Management24 unique

Driehaus Capital60 unique