Avoro vs Deep vs OrbiMed — Portfolio Comparison

Avoro vs Deep vs OrbiMed — 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	OrbiMed
BMRN	BioMarin Pharmaceutical Inc.	Added$XX.XM	Added$XX.XM	New$XX.XM

Held by all 3 funds

Ticker	Company	Avoro	Deep	OrbiMed
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM	Held$XX.XM
ARGX	argenx SE	Held$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM
SRPT	Sarepta Therapeutics Inc.	Held$XX.XM	Added$XX.XM	New$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	Held$XX.XM	New$XX.XM

Funds disagree

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

Ticker	Company	Avoro	Deep	OrbiMed
MDGL	Madrigal Pharmaceuticals Inc.	Trimmed$XX.XM	—	New$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM	Added$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	New$XX.XM	New$XX.XM	Trimmed$XX.XM
VERA	Vera Therapeutics Inc.	Trimmed$XX.XM	New$XX.XM	—
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$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	Deep	OrbiMed
UTHR	United Therapeutics Corporation	Added$XX.XM	—	Held$XX.XM
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	New$XX.XM	—
ITCI	Intra-Cellular Therapies Inc.	Held$XX.XM	Held$XX.XM	—
RNA	Avidity Biosciences Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
CNTA	Centessa Pharmaceuticals plc	Added$XX.XM	Added$XX.XM	—
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
CYTK	Cytokinetics Incorporated	—	Added$XX.XM	Added$XX.XM
QURE	uniQure N.V.	Added$XX.XM	—	New$XX.XM
SWTX	SpringWorks Therapeutics Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
AXSM	Axsome Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
BIIB	Biogen Inc.	—	New$XX.XM	Added$XX.XM
AMGN	Amgen Inc.	—	Added$XX.XM	Added$XX.XM
MLTX	MoonLake Immunotherapeutics	Added$XX.XM	Added$XX.XM	—
ETNB	89bio Inc.	Trimmed$XX.XM	Trimmed$XX.XM	—
SLNO	Soleno Therapeutics Inc.	Held$XX.XM	New$XX.XM	—
APGE	Apogee Therapeutics Inc.	—	Held$XX.XM	Trimmed$XX.XM
ALKS	Alkermes plc	Added$XX.XM	Added$XX.XM	—
DYN	Dyne Therapeutics Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
TVTX	Travere Therapeutics Inc.	—	New$XX.XM	New$XX.XM
AUTL	Autolus Therapeutics plc	New$XX.XM	Added$XX.XM	—
SNDX	Syndax Pharmaceuticals Inc.	Held$XX.XM	—	Added$XX.XM
GERN	Geron Corporation	—	Added$XX.XM	Added$XX.XM
CMPS	COMPASS Pathways plc	—	Trimmed$XX.XM	Held$XX.XM
MNMD	Mind Medicine Inc.	New$XX.XM	New$XX.XM	—
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Trimmed$XX.XM	—
AAVXF	Abivax S.A.	—	Held$XX.XM	Trimmed$XX.XM
EXAS	Exact Sciences Corporation	—	New$XX.XM	Added$XX.XM
ORKA	Oruka Therapeutics, Inc.	Held$XX.XM	Trimmed$XX.XM	—
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	Held$XX.XM	—