Avoro vs Deep vs Deerfield — Portfolio Comparison

Avoro vs Deep vs Deerfield — Portfolio Comparison | BiotechEdge

Converging (1)

Funds agree

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

Ticker	Company	Avoro	Deep	Deerfield
KURA	Kura Oncology, Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Ticker	Company	Avoro	Deep	Deerfield
ITCI	Intra-Cellular Therapies Inc.	Held$XX.XM	Held$XX.XM	New$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	New$XX.XM	New$XX.XM	Held$XX.XM

Divergent Activity (13)

Funds disagree

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

Ticker	Company	Avoro	Deep	Deerfield
NUVL	Nuvalent Inc.	Trimmed$XX.XM	New$XX.XM	Held$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM	New$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Trimmed$XX.XM	—	Added$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM	Added$XX.XM
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	New$XX.XM	Trimmed$XX.XM

+8 more divergent positions. Unlock with free trial

Partial Overlap (30)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Avoro	Deep	Deerfield
UTHR	United Therapeutics Corporation	Added$XX.XM	—	Held$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	—
CELC	Celcuity Inc.	New$XX.XM	—	Added$XX.XM
CNTA	Centessa Pharmaceuticals plc	Added$XX.XM	Added$XX.XM	—
IONS	Ionis Pharmaceuticals Inc.	—	Trimmed$XX.XM	Held$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM	—
INSM	Insmed Incorporated	—	Added$XX.XM	Added$XX.XM
DVAX	Dynavax Technologies Corporation	—	Held$XX.XM	Trimmed$XX.XM
MLTX	MoonLake Immunotherapeutics	Added$XX.XM	Added$XX.XM	—
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	Held$XX.XM	—
ETNB	89bio Inc.	Trimmed$XX.XM	Trimmed$XX.XM	—
SLNO	Soleno Therapeutics Inc.	Held$XX.XM	New$XX.XM	—
NBIX	Neurocrine Biosciences Inc.	—	New$XX.XM	New$XX.XM
ALKS	Alkermes plc	Added$XX.XM	Added$XX.XM	—
APGE	Apogee Therapeutics Inc.	New$XX.XM	Held$XX.XM	—
AUTL	Autolus Therapeutics plc	New$XX.XM	Added$XX.XM	—
BBIO	BridgeBio Pharma Inc.	—	Added$XX.XM	Held$XX.XM
MNMD	Mind Medicine Inc.	New$XX.XM	New$XX.XM	—
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Trimmed$XX.XM	—
ORKA	Oruka Therapeutics, Inc.	Held$XX.XM	Trimmed$XX.XM	—
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	Held$XX.XM	—
CRMD	CorMedix Inc.	—	Added$XX.XM	New$XX.XM
BCAX	Bicara Therapeutics Inc.	—	Added$XX.XM	New$XX.XM
PTCT	PTC Therapeutics Inc.	New$XX.XM	—	New$XX.XM
EWTX	Edgewise Therapeutics, Inc.	—	Added$XX.XM	Added$XX.XM
SEPN	Septerna, Inc.	Held$XX.XM	New$XX.XM	—
CGON	CG Oncology, Inc.	New$XX.XM	—	Added$XX.XM

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

Unlock the full comparison

Converging (1)

Shared Positions (2)

Divergent Activity (13)

Partial Overlap (30)

See what makes each fund unique

Avoro Capital Advisors21 unique

Deep Track Capital45 unique

Deerfield Management55 unique