Baker vs BVF — Portfolio Comparison

Baker vs BVF — Portfolio Comparison | BiotechEdge

Converging (5)

Funds agree

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

Ticker	Company	Baker	BVF
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
ROIV	Roivant Sciences Ltd.	Added$XX.XM	New$XX.XM
GLUE	Monte Rosa Therapeutics, Inc.	Trimmed$XX.XM	Trimmed$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
RLAY	Relay Therapeutics Inc.	Added$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Baker	BVF
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	Held$XX.XM
RVMD	Revolution Medicines Inc.	Held$XX.XM	Trimmed$XX.XM
CELC	Celcuity Inc.	Held$XX.XM	New$XX.XM
IMCR	Immunocore Holdings plc	Held$XX.XM	Added$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Trimmed$XX.XM
REPL	Replimune Group Inc.	Held$XX.XM	Held$XX.XM
STOK	Stoke Therapeutics, Inc.	Held$XX.XM	Added$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	New$XX.XM
XNCR	Xencor Inc.	Held$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM
CNTA	Centessa Pharmaceuticals plc	Held$XX.XM	Trimmed$XX.XM
IRON	Disc Medicine Inc.	Held$XX.XM	New$XX.XM
VERV	Verve Therapeutics Inc.	Held$XX.XM	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	New$XX.XM
TCRX	TScan Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
CTMX	CytomX Therapeutics Inc.	Held$XX.XM	Held$XX.XM
VSTM	Verastem, Inc.	New$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Baker	BVF
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	Trimmed$XX.XM