Baker vs BVF vs Deep — Portfolio Comparison

Baker vs BVF vs Deep — Portfolio Comparison | BiotechEdge

Shared Positions (5)

Held by all 3 funds

Ticker	Company	Baker	BVF	Deep
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	Held$XX.XM	New$XX.XM
ALKS	Alkermes plc	Held$XX.XM	New$XX.XM	Added$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	New$XX.XM	Added$XX.XM
IMCR	Immunocore Holdings plc	Held$XX.XM	Added$XX.XM	Added$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Trimmed$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Baker	BVF	Deep
RVMD	Revolution Medicines Inc.	Added$XX.XM	Trimmed$XX.XM	—
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM	Trimmed$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	Trimmed$XX.XM
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	Trimmed$XX.XM	—
SWTX	SpringWorks Therapeutics Inc.	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	Baker	BVF	Deep
MLTX	MoonLake Immunotherapeutics	—	Held$XX.XM	Added$XX.XM
INSM	Insmed Incorporated	Added$XX.XM	—	Added$XX.XM
CELC	Celcuity Inc.	Added$XX.XM	New$XX.XM	—
BMRN	BioMarin Pharmaceutical Inc.	New$XX.XM	—	Added$XX.XM
AXSM	Axsome Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
PTGX	Protagonist Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
AKRO	Akero Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
ARGX	argenx SE	Held$XX.XM	—	Trimmed$XX.XM
BCYC	Bicycle Therapeutics plc	Held$XX.XM	—	Held$XX.XM
GRAL	Grail, Inc.	Added$XX.XM	—	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
ALMS	Alumis Inc.	Added$XX.XM	—	New$XX.XM
STOK	Stoke Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	—
MIRM	Mirum Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM	—
REPL	Replimune Group Inc.	Held$XX.XM	Held$XX.XM	—
OLMA	Olema Pharmaceuticals, Inc.	—	Held$XX.XM	Held$XX.XM
NTLA	Intellia Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	—	Held$XX.XM
GLUE	Monte Rosa Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	—
KURA	Kura Oncology, Inc.	—	Added$XX.XM	Added$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM	—
CMPS	COMPASS Pathways plc	—	Added$XX.XM	Added$XX.XM
IVVD	Invivyd, Inc.	—	New$XX.XM	New$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	—	Trimmed$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	—	Added$XX.XM
ENGNW	enGene Holdings Inc.	—	Held$XX.XM	Added$XX.XM