Baker vs Commodore vs Cormorant — Portfolio Comparison

Baker vs Commodore vs Cormorant — Portfolio Comparison | BiotechEdge

Shared Positions (6)

Held by all 3 funds

Ticker	Company	Baker	Commodore	Cormorant
RYTM	Rhythm Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Held$XX.XM	Trimmed$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	Held$XX.XM	Trimmed$XX.XM
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	Held$XX.XM	Held$XX.XM
CNTA	Centessa Pharmaceuticals plc	Held$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	New$XX.XM

Funds disagree

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

Ticker	Company	Baker	Commodore	Cormorant
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	—	Trimmed$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM	Trimmed$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM	—
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	—	Added$XX.XM
CABA	Cabaletta Bio, Inc.	Held$XX.XM	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	Commodore	Cormorant
INSM	Insmed Incorporated	Trimmed$XX.XM	—	Trimmed$XX.XM
CELC	Celcuity Inc.	Held$XX.XM	Trimmed$XX.XM	—
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	Held$XX.XM	—
ALKS	Alkermes plc	Added$XX.XM	Added$XX.XM	—
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	—	Held$XX.XM
AKRO	Akero Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
BMEA	Biomea Fusion Inc.	New$XX.XM	—	New$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	—
ELVN	Enliven Therapeutics, Inc.	—	Added$XX.XM	New$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
RAPP	Rapport Therapeutics, Inc.	Held$XX.XM	—	Added$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM
DRUG	Bright Minds Biosciences Inc.	—	Held$XX.XM	Held$XX.XM
PTGX	Protagonist Therapeutics Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
PHVS	Pharvaris N.V.	—	Added$XX.XM	Added$XX.XM
CLDX	Celldex Therapeutics Inc.	Held$XX.XM	Trimmed$XX.XM	—
CBAY	CymaBay Therapeutics Inc.	—	Held$XX.XM	Added$XX.XM
RNA	Avidity Biosciences Inc.	Added$XX.XM	—	Added$XX.XM
ORKA	Oruka Therapeutics, Inc.	—	Held$XX.XM	Held$XX.XM
ENGNW	enGene Holdings Inc.	—	New$XX.XM	Added$XX.XM
ALMS	Alumis Inc.	New$XX.XM	—	Added$XX.XM
VRNA	Verona Pharma plc	Held$XX.XM	—	New$XX.XM
DSGN	Design Therapeutics, Inc.	Added$XX.XM	—	Held$XX.XM
CTMX	CytomX Therapeutics Inc.	Held$XX.XM	Held$XX.XM	—
SNDX	Syndax Pharmaceuticals Inc.	—	Added$XX.XM	New$XX.XM