Baker vs Commodore vs Deerfield — Portfolio Comparison

Baker vs Commodore vs Deerfield — Portfolio Comparison | BiotechEdge

Converging (1)

Funds agree

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

Ticker	Company	Baker	Commodore	Deerfield
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Ticker	Company	Baker	Commodore	Deerfield
CABA	Cabaletta Bio, Inc.	Held$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM

Funds disagree

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

Ticker	Company	Baker	Commodore	Deerfield
INSM	Insmed Incorporated	Trimmed$XX.XM	—	Added$XX.XM
CELC	Celcuity Inc.	Held$XX.XM	Trimmed$XX.XM	Added$XX.XM
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	Held$XX.XM	Trimmed$XX.XM
COGT	Cogent Biosciences Inc.	—	Added$XX.XM	Trimmed$XX.XM
VERA	Vera Therapeutics Inc.	—	Trimmed$XX.XM	Added$XX.XM

+3 more divergent positions. Unlock with free trial

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Baker	Commodore	Deerfield
NUVL	Nuvalent Inc.	—	Added$XX.XM	Held$XX.XM
ACAD	ACADIA Pharmaceuticals Inc.	Held$XX.XM	—	Added$XX.XM
RVMD	Revolution Medicines Inc.	Held$XX.XM	—	Trimmed$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM	—
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	—	Added$XX.XM
ALKS	Alkermes plc	Added$XX.XM	Added$XX.XM	—
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	—	Held$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	—	Held$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	—	Added$XX.XM
BCRX	Biocryst Pharmaceuticals Inc.	New$XX.XM	—	Added$XX.XM
AKRO	Akero Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
IMCR	Immunocore Holdings plc	Held$XX.XM	—	New$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	Held$XX.XM	—
SWTX	SpringWorks Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
STOK	Stoke Therapeutics, Inc.	Held$XX.XM	—	New$XX.XM
KURA	Kura Oncology, Inc.	—	Added$XX.XM	Added$XX.XM
PHVS	Pharvaris N.V.	—	Added$XX.XM	Added$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Held$XX.XM	—
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
AMLX	Amylyx Pharmaceuticals, Inc.	—	Added$XX.XM	New$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	—
BNTX	BioNTech SE	Added$XX.XM	—	New$XX.XM
NKTX	Nkarta, Inc.	—	Added$XX.XM	Added$XX.XM
IRON	Disc Medicine Inc.	Held$XX.XM	—	Held$XX.XM
KRYS	Krystal Biotech Inc.	Held$XX.XM	—	New$XX.XM