Avoro vs Eventide vs OrbiMed — Portfolio Comparison

Avoro vs Eventide vs OrbiMed — 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	Eventide	OrbiMed
ASND	Ascendis Pharma A/S	Added$XX.XM	New$XX.XM	Added$XX.XM
CYTK	Cytokinetics Incorporated	Added$XX.XM	Added$XX.XM	Added$XX.XM

Ticker	Company	Avoro	Eventide	OrbiMed
UTHR	United Therapeutics Corporation	Held$XX.XM	Added$XX.XM	Held$XX.XM
ARGX	argenx SE	Held$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM

Funds disagree

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

Ticker	Company	Avoro	Eventide	OrbiMed
MDGL	Madrigal Pharmaceuticals Inc.	Trimmed$XX.XM	—	New$XX.XM
CELC	Celcuity Inc.	Added$XX.XM	Trimmed$XX.XM	—
BPMC	Blueprint Medicines Corporation	Added$XX.XM	Trimmed$XX.XM	—
ALNY	Alnylam Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM	Trimmed$XX.XM
QURE	uniQure N.V.	Added$XX.XM	—	Trimmed$XX.XM

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Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Avoro	Eventide	OrbiMed
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	—	Held$XX.XM
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	Trimmed$XX.XM	—
HZNP	Horizon Therapeutics Public Ltd.	Held$XX.XM	New$XX.XM	—
SRPT	Sarepta Therapeutics Inc.	Held$XX.XM	—	New$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
BMRN	BioMarin Pharmaceutical Inc.	Added$XX.XM	—	New$XX.XM
RVMD	Revolution Medicines Inc.	Trimmed$XX.XM	Trimmed$XX.XM	—
RNA	Avidity Biosciences Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
SGEN	Seagen Inc.	Held$XX.XM	New$XX.XM	—
XENE	Xenon Pharmaceuticals Inc.	Held$XX.XM	—	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	Added$XX.XM	—	New$XX.XM
MBX	MBX Biosciences, Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
EXAS	Exact Sciences Corporation	—	Held$XX.XM	Added$XX.XM
EVH	Evolent Health, Inc.	—	Added$XX.XM	New$XX.XM
IONS	Ionis Pharmaceuticals Inc.	—	Held$XX.XM	Added$XX.XM
SNDX	Syndax Pharmaceuticals Inc.	Held$XX.XM	—	Added$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	—	Held$XX.XM	Trimmed$XX.XM
KROS	Keros Therapeutics Inc.	—	Added$XX.XM	Held$XX.XM
AAVXF	Abivax S.A.	—	Added$XX.XM	Added$XX.XM