Baker vs Commodore vs Deep — Portfolio Comparison

Baker vs Commodore vs Deep — Portfolio Comparison | BiotechEdge

Converging (3)

Funds agree

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

Ticker	Company	Baker	Commodore	Deep
ALKS	Alkermes plc	Added$XX.XM	Added$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Held by all 3 funds

Ticker	Company	Baker	Commodore	Deep
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	Held$XX.XM	New$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	Held$XX.XM	Added$XX.XM
AKRO	Akero Therapeutics Inc.	Held$XX.XM	Added$XX.XM	Added$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	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	Deep
INSM	Insmed Incorporated	Trimmed$XX.XM	—	Added$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	—	Trimmed$XX.XM
VERA	Vera Therapeutics Inc.	—	Trimmed$XX.XM	New$XX.XM
SWTX	SpringWorks Therapeutics Inc.	Added$XX.XM	—	Trimmed$XX.XM
PTGX	Protagonist Therapeutics Inc.	—	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	Deep
CELC	Celcuity Inc.	Held$XX.XM	Trimmed$XX.XM	—
RYTM	Rhythm Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM	—
BMRN	BioMarin Pharmaceutical Inc.	New$XX.XM	—	Added$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
ARGX	argenx SE	Held$XX.XM	—	Trimmed$XX.XM
BCYC	Bicycle Therapeutics plc	Held$XX.XM	—	Held$XX.XM
GRAL	Grail, Inc.	Added$XX.XM	—	New$XX.XM
IMCR	Immunocore Holdings plc	Held$XX.XM	—	Added$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	—	Added$XX.XM
DYN	Dyne Therapeutics Inc.	Held$XX.XM	—	Trimmed$XX.XM
NUVL	Nuvalent Inc.	—	Added$XX.XM	New$XX.XM
NTLA	Intellia Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	—	Held$XX.XM
SLNO	Soleno Therapeutics Inc.	—	Added$XX.XM	New$XX.XM
CLDX	Celldex Therapeutics Inc.	—	Trimmed$XX.XM	Held$XX.XM
ORKA	Oruka Therapeutics, Inc.	—	Held$XX.XM	Trimmed$XX.XM
AGIO	Agios Pharmaceuticals Inc.	—	Added$XX.XM	Added$XX.XM
MNMD	Mind Medicine Inc.	—	New$XX.XM	New$XX.XM
LBRX	LB Pharmaceuticals Inc.	—	Held$XX.XM	Held$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	—	Added$XX.XM	New$XX.XM
KURA	Kura Oncology, Inc.	—	Added$XX.XM	Added$XX.XM
CABA	Cabaletta Bio, Inc.	Held$XX.XM	Trimmed$XX.XM	—
JBIO	Jade Biosciences, Inc.	New$XX.XM	—	New$XX.XM