Avoro vs Driehaus vs Rock — Portfolio Comparison

Avoro vs Driehaus vs Rock — Portfolio Comparison | BiotechEdge

Converging (3)

Funds agree

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

Ticker	Company	Avoro	Driehaus	Rock
BPMC	Blueprint Medicines Corporation	Added$XX.XM	Added$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Ticker	Company	Avoro	Driehaus	Rock
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Held$XX.XM

Divergent Activity (11)

Funds disagree

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

Ticker	Company	Avoro	Driehaus	Rock
MDGL	Madrigal Pharmaceuticals Inc.	Trimmed$XX.XM	Trimmed$XX.XM	New$XX.XM
ASND	Ascendis Pharma A/S	Added$XX.XM	Trimmed$XX.XM	Added$XX.XM
ARGX	argenx SE	Held$XX.XM	Added$XX.XM	Trimmed$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Trimmed$XX.XM
RNA	Avidity Biosciences Inc.	Trimmed$XX.XM	Added$XX.XM	—

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Partial Overlap (31)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Avoro	Driehaus	Rock
APLS	Apellis Pharmaceuticals Inc.	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	—
SRPT	Sarepta Therapeutics Inc.	Held$XX.XM	—	New$XX.XM
SGEN	Seagen Inc.	Held$XX.XM	—	Held$XX.XM
CERE	Cerevel Therapeutics Holdings Inc.	Added$XX.XM	—	Added$XX.XM
FOLD	Amicus Therapeutics Inc.	Held$XX.XM	—	Trimmed$XX.XM
CNTA	Centessa Pharmaceuticals plc	Added$XX.XM	Added$XX.XM	—
VERA	Vera Therapeutics Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
ITCI	Intra-Cellular Therapies Inc.	Held$XX.XM	Added$XX.XM	—
RVMD	Revolution Medicines Inc.	New$XX.XM	—	Held$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
SLNO	Soleno Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
PODD	Insulet Corp.	—	Added$XX.XM	New$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	New$XX.XM	—
APGE	Apogee Therapeutics Inc.	New$XX.XM	Added$XX.XM	—
SEPN	Septerna, Inc.	Held$XX.XM	Trimmed$XX.XM	—
PEN	Penumbra 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
RXDX	Prometheus Biosciences Inc.	—	New$XX.XM	New$XX.XM
PTCT	PTC Therapeutics Inc.	New$XX.XM	Added$XX.XM	—
TVTX	Travere Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
SRRK	Scholar Rock Holding Corp.	—	Added$XX.XM	New$XX.XM
ALKS	Alkermes plc	Added$XX.XM	New$XX.XM	—
MNMD	Mind Medicine Inc.	New$XX.XM	Added$XX.XM	—
ABCM	Abcam plc	—	Added$XX.XM	Added$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	—	Added$XX.XM	New$XX.XM
BMEA	Biomea Fusion Inc.	—	New$XX.XM	New$XX.XM
OSCR	Oscar Health, Inc.	—	Added$XX.XM	Added$XX.XM

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Converging (3)

Shared Positions (1)

Divergent Activity (11)

Partial Overlap (31)

See what makes each fund unique

Avoro Capital Advisors23 unique

Driehaus Capital50 unique

Rock Springs Capital33 unique