Avoro vs Deerfield — Portfolio Comparison

Avoro vs Deerfield — Portfolio Comparison | BiotechEdge

Converging (18)

Funds agree

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

Ticker	Company	Avoro	Deerfield
KRYS	Krystal Biotech Inc.	Added$XX.XM	New$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Added$XX.XM
CELC	Celcuity Inc.	New$XX.XM	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
KURA	Kura Oncology, Inc.	Added$XX.XM	Added$XX.XM
IOVA	Iovance Biotherapeutics Inc.	Added$XX.XM	New$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM
AUTL	Autolus Therapeutics plc	New$XX.XM	New$XX.XM
PTCT	PTC Therapeutics Inc.	New$XX.XM	New$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	New$XX.XM	New$XX.XM
CGON	CG Oncology, Inc.	New$XX.XM	Added$XX.XM
APGE	Apogee Therapeutics Inc.	New$XX.XM	New$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	Added$XX.XM
KYTX	Kyverna Therapeutics, Inc.	New$XX.XM	New$XX.XM
MRSN	Mersana Therapeutics Inc.	New$XX.XM	New$XX.XM
DYN	Dyne Therapeutics Inc.	Added$XX.XM	Added$XX.XM
GHRS	GH Research PLC	New$XX.XM	New$XX.XM
BCYC	Bicycle Therapeutics plc	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Avoro	Deerfield
NUVL	Nuvalent Inc.	Trimmed$XX.XM	Held$XX.XM
UTHR	United Therapeutics Corporation	Added$XX.XM	Held$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM
ITCI	Intra-Cellular Therapies Inc.	Held$XX.XM	New$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	New$XX.XM	Held$XX.XM
TSHA	Taysha Gene Therapies, Inc.	Held$XX.XM	Held$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Added$XX.XM
SEPN	Septerna, Inc.	Held$XX.XM	New$XX.XM

Funds disagree

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

Ticker	Company	Avoro	Deerfield
ARWR	Arrowhead Pharmaceuticals Inc.	Trimmed$XX.XM	Added$XX.XM
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM
VERA	Vera Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
RVMD	Revolution Medicines Inc.	New$XX.XM	Trimmed$XX.XM
VKTX	Viking Therapeutics Inc.	New$XX.XM	Trimmed$XX.XM

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