Baker vs Casdin vs Commodore — Portfolio Comparison

Ticker	Company	Baker	Casdin	Commodore
NGNE	Neurogene Inc.	Held$XX.XM	Added$XX.XM	Added$XX.XM

Baker vs Casdin vs Commodore — Portfolio Comparison | BiotechEdge

Divergent Activity (4)

Funds disagree

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

Ticker	Company	Baker	Casdin	Commodore
CELC	Celcuity Inc.	Added$XX.XM	—	Trimmed$XX.XM
ELVN	Enliven Therapeutics, Inc.	Added$XX.XM	—	Trimmed$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	—	Trimmed$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	—	Trimmed$XX.XM

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Baker	Casdin	Commodore
RVMD	Revolution Medicines Inc.	Added$XX.XM	Held$XX.XM	—
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	—	Held$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	Held$XX.XM	—	Trimmed$XX.XM
ALKS	Alkermes plc	Held$XX.XM	—	Added$XX.XM
RLAY	Relay Therapeutics Inc.	—	Added$XX.XM	Held$XX.XM
AKRO	Akero Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Trimmed$XX.XM	—
IMVT	Immunovant Inc.	Held$XX.XM	—	Held$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM
ABCL	AbCellera Biologics Inc.	Held$XX.XM	New$XX.XM	—
PCVX	Vaxcyte Inc.	Added$XX.XM	—	Added$XX.XM
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	—	Held$XX.XM
DNLI	Denali Therapeutics Inc.	Held$XX.XM	Held$XX.XM	—
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	—	Trimmed$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	—	Held$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
RNA	Avidity Biosciences Inc.	Added$XX.XM	Held$XX.XM	—
CLDX	Celldex Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
NTLA	Intellia Therapeutics Inc.	Added$XX.XM	Held$XX.XM	—
CNTA	Centessa Pharmaceuticals plc	Held$XX.XM	—	Trimmed$XX.XM
VERV	Verve Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
CABA	Cabaletta Bio, Inc.	Held$XX.XM	—	Trimmed$XX.XM
CTMX	CytomX Therapeutics Inc.	Added$XX.XM	—	Held$XX.XM