Baker vs Casdin vs Driehaus — Portfolio Comparison

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

Baker vs Casdin vs Driehaus — Portfolio Comparison | BiotechEdge

Divergent Activity (7)

Funds disagree

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

Ticker	Company	Baker	Casdin	Driehaus
CELC	Celcuity Inc.	Added$XX.XM	—	Trimmed$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	—	Trimmed$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Trimmed$XX.XM	Added$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	—	Trimmed$XX.XM
PCVX	Vaxcyte Inc.	Added$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	Casdin	Driehaus
BEIGF	BeOne Medicines Ltd.	Held$XX.XM	—	Added$XX.XM
MDGL	Madrigal Pharmaceuticals Inc.	Held$XX.XM	—	Trimmed$XX.XM
INSM	Insmed Incorporated	Added$XX.XM	—	Added$XX.XM
RVMD	Revolution Medicines Inc.	Added$XX.XM	Held$XX.XM	—
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	—	Added$XX.XM
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	—	Trimmed$XX.XM
SMMT	Summit Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	Held$XX.XM	—	Added$XX.XM
WGSWW	GeneDx Holdings Corp.	—	Held$XX.XM	Trimmed$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM
ALKS	Alkermes plc	Held$XX.XM	—	Held$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Held$XX.XM	—	Added$XX.XM
GH	Guardant Health Inc.	—	Added$XX.XM	Held$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	—	Trimmed$XX.XM
RLAY	Relay Therapeutics Inc.	—	Added$XX.XM	New$XX.XM
KNSA	Kiniksa Pharmaceuticals International, plc	Held$XX.XM	—	Trimmed$XX.XM
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	—	Added$XX.XM
DNLI	Denali Therapeutics Inc.	Held$XX.XM	Held$XX.XM	—
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	—	Added$XX.XM
ARGX	argenx SE	Held$XX.XM	—	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	—	Held$XX.XM
NTLA	Intellia Therapeutics Inc.	Added$XX.XM	Held$XX.XM	—
BMEA	Biomea Fusion Inc.	New$XX.XM	—	New$XX.XM
VERV	Verve Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	—	New$XX.XM
CNTA	Centessa Pharmaceuticals plc	Held$XX.XM	—	Added$XX.XM
KRYS	Krystal Biotech Inc.	Held$XX.XM	—	Added$XX.XM