Baker vs Casdin vs Cormorant — Portfolio Comparison

Ticker	Company	Baker	Casdin	Cormorant
RNA	Avidity Biosciences Inc.	Added$XX.XM	Held$XX.XM	Added$XX.XM

Baker vs Casdin vs Cormorant — 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	Cormorant
INSM	Insmed Incorporated	Added$XX.XM	—	Trimmed$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Trimmed$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	—	Trimmed$XX.XM
NGNE	Neurogene Inc.	Held$XX.XM	Added$XX.XM	Trimmed$XX.XM

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Baker	Casdin	Cormorant
RVMD	Revolution Medicines Inc.	Added$XX.XM	Held$XX.XM	—
PRAX	Praxis Precision Medicines, Inc.	Held$XX.XM	—	Trimmed$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	Held$XX.XM	—	Trimmed$XX.XM
RLAY	Relay Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
EWTX	Edgewise Therapeutics, Inc.	Held$XX.XM	—	Trimmed$XX.XM
GRAL	Grail, Inc.	Held$XX.XM	Added$XX.XM	—
AAVXF	Abivax S.A.	Held$XX.XM	—	Trimmed$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	—	Trimmed$XX.XM
BMEA	Biomea Fusion Inc.	New$XX.XM	—	New$XX.XM
RAPP	Rapport Therapeutics, Inc.	Held$XX.XM	—	Trimmed$XX.XM
DNLI	Denali Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
ALMS	Alumis Inc.	Held$XX.XM	—	Trimmed$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Held$XX.XM	—	Added$XX.XM
GLUE	Monte Rosa Therapeutics, Inc.	Held$XX.XM	—	New$XX.XM
NTLA	Intellia Therapeutics Inc.	Added$XX.XM	Held$XX.XM	—
ELVN	Enliven Therapeutics, Inc.	Held$XX.XM	—	New$XX.XM
PLRX	Pliant Therapeutics Inc.	—	New$XX.XM	New$XX.XM
CNTA	Centessa Pharmaceuticals plc	Held$XX.XM	—	Trimmed$XX.XM
VERV	Verve Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
DSGN	Design Therapeutics, Inc.	Added$XX.XM	—	Held$XX.XM
CABA	Cabaletta Bio, Inc.	Held$XX.XM	—	Added$XX.XM
MAZE	Maze Therapeutics, Inc.	—	Held$XX.XM	New$XX.XM
TSHA	Taysha Gene Therapies, Inc.	Held$XX.XM	Held$XX.XM	—