Avoro vs OrbiMed — Portfolio Comparison

Avoro vs OrbiMed — Portfolio Comparison | BiotechEdge

Converging (10)

Funds agree

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

Ticker	Company	Avoro	OrbiMed
ASND	Ascendis Pharma A/S	Added$XX.XM	Added$XX.XM
KRYS	Krystal Biotech Inc.	Added$XX.XM	Added$XX.XM
BMRN	BioMarin Pharmaceutical Inc.	Added$XX.XM	New$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Added$XX.XM
RNA	Avidity Biosciences Inc.	Trimmed$XX.XM	Trimmed$XX.XM
QURE	uniQure N.V.	Added$XX.XM	New$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Added$XX.XM
MRSN	Mersana Therapeutics Inc.	New$XX.XM	New$XX.XM
LXEO	Lexeo Therapeutics, Inc.	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Avoro	OrbiMed
UTHR	United Therapeutics Corporation	Added$XX.XM	Held$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	Held$XX.XM
ARGX	argenx SE	Held$XX.XM	Trimmed$XX.XM
HZNP	Horizon Therapeutics Public Ltd.	Held$XX.XM	Added$XX.XM
SRPT	Sarepta Therapeutics Inc.	Held$XX.XM	New$XX.XM
FOLD	Amicus Therapeutics Inc.	Held$XX.XM	Added$XX.XM
IOVA	Iovance Biotherapeutics Inc.	Added$XX.XM	Held$XX.XM
SNDX	Syndax Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM
PMVP	PMV Pharmaceuticals, Inc.	Held$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Avoro	OrbiMed
MDGL	Madrigal Pharmaceuticals Inc.	Trimmed$XX.XM	New$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Trimmed$XX.XM	Added$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	New$XX.XM	Trimmed$XX.XM
VERA	Vera Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM

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