Avoro vs Driehaus vs Eventide — Portfolio Comparison

Avoro vs Driehaus vs Eventide — 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	Driehaus	Eventide
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	New$XX.XM
APGE	Apogee Therapeutics Inc.	New$XX.XM	Added$XX.XM	New$XX.XM

Ticker	Company	Avoro	Driehaus	Eventide
KRYS	Krystal Biotech Inc.	Added$XX.XM	Added$XX.XM	Held$XX.XM
SLNO	Soleno Therapeutics Inc.	Held$XX.XM	Added$XX.XM	New$XX.XM

Divergent Activity (18)

Funds disagree

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

Ticker	Company	Avoro	Driehaus	Eventide
ASND	Ascendis Pharma A/S	Added$XX.XM	Trimmed$XX.XM	New$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM	Trimmed$XX.XM
ARGX	argenx SE	Held$XX.XM	Added$XX.XM	Trimmed$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Trimmed$XX.XM	Trimmed$XX.XM	Added$XX.XM
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Trimmed$XX.XM

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Partial Overlap (35)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Avoro	Driehaus	Eventide
UTHR	United Therapeutics Corporation	Added$XX.XM	—	Added$XX.XM
MDGL	Madrigal Pharmaceuticals Inc.	Trimmed$XX.XM	Trimmed$XX.XM	—
HZNP	Horizon Therapeutics Public Ltd.	Held$XX.XM	—	New$XX.XM
SRPT	Sarepta Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
GH	Guardant Health Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
SGEN	Seagen Inc.	Held$XX.XM	—	New$XX.XM
TMDX	TransMedics Group, Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
CNTA	Centessa Pharmaceuticals plc	Added$XX.XM	Added$XX.XM	—
CRNX	Crinetics Pharmaceuticals Inc.	—	Added$XX.XM	Held$XX.XM
VKTX	Viking Therapeutics Inc.	New$XX.XM	—	Added$XX.XM
ITCI	Intra-Cellular Therapies Inc.	Held$XX.XM	Added$XX.XM	—
AKRO	Akero Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	New$XX.XM	—
SRRK	Scholar Rock Holding Corp.	—	Added$XX.XM	New$XX.XM
SEPN	Septerna, Inc.	Held$XX.XM	Trimmed$XX.XM	—
BBIO	BridgeBio Pharma Inc.	—	Added$XX.XM	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	—
INSP	Inspire Medical Systems, Inc.	—	Added$XX.XM	Added$XX.XM
GKOS	Glaukos Corporation	—	Trimmed$XX.XM	Held$XX.XM
AXSM	Axsome Therapeutics Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
PTCT	PTC Therapeutics Inc.	New$XX.XM	Added$XX.XM	—
SNDX	Syndax Pharmaceuticals Inc.	Held$XX.XM	—	Added$XX.XM
ALKS	Alkermes plc	Added$XX.XM	New$XX.XM	—
MNMD	Mind Medicine Inc.	New$XX.XM	Added$XX.XM	—
RXDX	Prometheus Biosciences Inc.	—	New$XX.XM	New$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	Added$XX.XM	—
LXEO	Lexeo Therapeutics, Inc.	New$XX.XM	—	Held$XX.XM
VCYT	Veracyte, Inc.	—	Added$XX.XM	Held$XX.XM
TGTX	TG Therapeutics Inc.	—	Added$XX.XM	Held$XX.XM
DVAX	Dynavax Technologies Corporation	—	Added$XX.XM	Added$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	—	Added$XX.XM	Added$XX.XM
PRCT	PROCEPT BioRobotics Corp.	—	Added$XX.XM	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	—	Added$XX.XM	New$XX.XM
RGEN	Repligen Corporation	—	New$XX.XM	Held$XX.XM

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Converging (2)

Shared Positions (2)

Divergent Activity (18)

Partial Overlap (35)

See what makes each fund unique

Avoro Capital Advisors26 unique

Driehaus Capital52 unique

Eventide Asset Management28 unique