Baker vs Boxer — Portfolio Comparison

Baker vs Boxer — Portfolio Comparison | BiotechEdge

Converging (7)

Funds agree

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

Ticker	Company	Baker	Boxer
SGEN	Seagen Inc.	New$XX.XM	New$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	New$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	New$XX.XM
RLAY	Relay Therapeutics Inc.	Added$XX.XM	New$XX.XM
FATE	Fate Therapeutics Inc.	Added$XX.XM	Added$XX.XM
BPMC	Blueprint Medicines Corporation	Added$XX.XM	New$XX.XM
SANA	Sana Biotechnology, Inc.	Added$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Baker	Boxer
BEIGF	BeOne Medicines Ltd.	Held$XX.XM	Held$XX.XM
ACAD	ACADIA Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM
MDGL	Madrigal Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM
RVMD	Revolution Medicines Inc.	Added$XX.XM	Held$XX.XM
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	New$XX.XM
SWTX	SpringWorks Therapeutics Inc.	Added$XX.XM	Held$XX.XM
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	Held$XX.XM
AKRO	Akero Therapeutics Inc.	Held$XX.XM	Held$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	Added$XX.XM
ARGX	argenx SE	Held$XX.XM	Added$XX.XM
REPL	Replimune Group Inc.	Held$XX.XM	Held$XX.XM
NUVL	Nuvalent Inc.	Held$XX.XM	Held$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Held$XX.XM
RNA	Avidity Biosciences Inc.	Added$XX.XM	Held$XX.XM
BMEA	Biomea Fusion Inc.	New$XX.XM	Held$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
PRLD	Prelude Therapeutics Inc.	New$XX.XM	Held$XX.XM
CNTA	Centessa Pharmaceuticals plc	Held$XX.XM	Held$XX.XM
ANAB	AnaptysBio Inc.	New$XX.XM	Held$XX.XM
ELVN	Enliven Therapeutics, Inc.	Added$XX.XM	Held$XX.XM
DAWN	Day One Biopharmaceuticals Inc.	Held$XX.XM	Held$XX.XM