Baker vs Commodore — Portfolio Comparison

Baker vs Commodore — Portfolio Comparison | BiotechEdge

Converging (10)

Funds agree

Positions where all selected funds are moving in the same direction — all adding or all trimming.

Ticker	Company	Baker	Commodore
ALKS	Alkermes plc	Added$XX.XM	Added$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	Added$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	Added$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
ARVN	Arvinas Inc.	Added$XX.XM	Added$XX.XM
NGNE	Neurogene Inc.	Added$XX.XM	Added$XX.XM
RNA	Avidity Biosciences Inc.	Added$XX.XM	New$XX.XM
CTNM	Contineum Therapeutics, Inc.	Added$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Baker	Commodore
CELC	Celcuity Inc.	Held$XX.XM	Trimmed$XX.XM
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	Held$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM
AKRO	Akero Therapeutics Inc.	Held$XX.XM	Added$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	Held$XX.XM
RLAY	Relay Therapeutics Inc.	Added$XX.XM	Held$XX.XM
REPL	Replimune Group Inc.	Held$XX.XM	New$XX.XM
NUVL	Nuvalent Inc.	Held$XX.XM	Added$XX.XM
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	Held$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Held$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Added$XX.XM
AGIO	Agios Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM
CLDX	Celldex Therapeutics Inc.	Held$XX.XM	Trimmed$XX.XM
CNTA	Centessa Pharmaceuticals plc	Held$XX.XM	Trimmed$XX.XM
PHVS	Pharvaris N.V.	Held$XX.XM	Added$XX.XM
CABA	Cabaletta Bio, Inc.	Held$XX.XM	Trimmed$XX.XM
CTMX	CytomX Therapeutics Inc.	Held$XX.XM	Held$XX.XM
DYN	Dyne Therapeutics Inc.	Held$XX.XM	New$XX.XM
DAWN	Day One Biopharmaceuticals Inc.	Held$XX.XM	New$XX.XM
TNGX	Tango Therapeutics Inc.	Held$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Baker	Commodore
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	Trimmed$XX.XM