Baker vs BVF vs Eventide — Portfolio Comparison

Baker vs BVF vs Eventide — 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	Eventide
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Held by all 3 funds

Ticker	Company	Baker	BVF	Eventide
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	Held$XX.XM	Held$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Baker	BVF	Eventide
INSM	Insmed Incorporated	Added$XX.XM	—	Trimmed$XX.XM
RVMD	Revolution Medicines Inc.	Added$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM
CELC	Celcuity Inc.	Added$XX.XM	New$XX.XM	Trimmed$XX.XM
MIRM	Mirum Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM	Trimmed$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$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	Eventide
SGEN	Seagen Inc.	New$XX.XM	—	New$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	Held$XX.XM	—	New$XX.XM
ALKS	Alkermes plc	Held$XX.XM	New$XX.XM	—
ARGX	argenx SE	Held$XX.XM	—	Trimmed$XX.XM
IMCR	Immunocore Holdings plc	Held$XX.XM	Added$XX.XM	—
STOK	Stoke Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	—
REPL	Replimune Group Inc.	Held$XX.XM	Held$XX.XM	—
IMVT	Immunovant Inc.	Held$XX.XM	New$XX.XM	—
ROIV	Roivant Sciences Ltd.	Added$XX.XM	New$XX.XM	—
GLUE	Monte Rosa Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	—
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM	—
IRON	Disc Medicine Inc.	—	Added$XX.XM	Added$XX.XM