Baker vs BVF vs Cormorant — Portfolio Comparison

Baker vs BVF vs Cormorant — Portfolio Comparison | BiotechEdge

Converging (1)

Funds agree

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

Ticker	Company	Baker	BVF	Cormorant
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM	Added$XX.XM

Ticker	Company	Baker	BVF	Cormorant
AAVXF	Abivax S.A.	Held$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM

Divergent Activity (9)

Funds disagree

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

Ticker	Company	Baker	BVF	Cormorant
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	—	Trimmed$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM	Added$XX.XM
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	Trimmed$XX.XM	—
IMVT	Immunovant Inc.	Held$XX.XM	New$XX.XM	Trimmed$XX.XM
JANX	Janux Therapeutics Inc.	—	Trimmed$XX.XM	Added$XX.XM

+4 more divergent positions. Unlock with free trial

Partial Overlap (32)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Baker	BVF	Cormorant
MLTX	MoonLake Immunotherapeutics	—	Held$XX.XM	Added$XX.XM
INSM	Insmed Incorporated	Trimmed$XX.XM	—	Trimmed$XX.XM
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	—
RYTM	Rhythm Pharmaceuticals Inc.	Held$XX.XM	—	Trimmed$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	—
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	—	Held$XX.XM
AXSM	Axsome Therapeutics Inc.	—	Added$XX.XM	Held$XX.XM
IMCR	Immunocore Holdings plc	Held$XX.XM	Added$XX.XM	—
OLMA	Olema Pharmaceuticals, Inc.	—	Held$XX.XM	Added$XX.XM
REPL	Replimune Group Inc.	Held$XX.XM	Held$XX.XM	—
STOK	Stoke Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	—
BMEA	Biomea Fusion Inc.	New$XX.XM	—	New$XX.XM
ROIV	Roivant Sciences Ltd.	Added$XX.XM	New$XX.XM	—
GHRS	GH Research PLC	—	Held$XX.XM	Trimmed$XX.XM
RAPP	Rapport Therapeutics, Inc.	Held$XX.XM	—	Added$XX.XM
NAMSW	NewAmsterdam Pharma Co N.V.	—	Held$XX.XM	Added$XX.XM
CGON	CG Oncology, Inc.	—	New$XX.XM	Held$XX.XM
CNTA	Centessa Pharmaceuticals plc	—	Trimmed$XX.XM	Trimmed$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM	—
ETNB	89bio Inc.	—	Added$XX.XM	New$XX.XM
ENGNW	enGene Holdings Inc.	—	Held$XX.XM	Added$XX.XM
IRON	Disc Medicine Inc.	Held$XX.XM	New$XX.XM	—
RNA	Avidity Biosciences Inc.	Added$XX.XM	—	Added$XX.XM
SNDX	Syndax Pharmaceuticals Inc.	—	New$XX.XM	New$XX.XM
CABA	Cabaletta Bio, Inc.	Held$XX.XM	—	Added$XX.XM
VERV	Verve Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
ALMS	Alumis Inc.	New$XX.XM	—	Added$XX.XM
VRNA	Verona Pharma plc	Held$XX.XM	—	New$XX.XM
DSGN	Design Therapeutics, Inc.	Added$XX.XM	—	Held$XX.XM
TCRX	TScan Therapeutics, Inc.	Held$XX.XM	Held$XX.XM	—

See Where Top Biotech Funds Agree — and Where They Don't

Unlock the full comparison

Converging (1)

Shared Positions (1)

Divergent Activity (9)

Partial Overlap (32)

See what makes each fund unique

Baker Bros. Advisors41 unique

BVF Partners28 unique

Cormorant Asset Management23 unique