Baker vs Cormorant — Portfolio Comparison

Baker vs Cormorant — 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	Cormorant
BMEA	Biomea Fusion Inc.	New$XX.XM	New$XX.XM
ROIV	Roivant Sciences Ltd.	Added$XX.XM	New$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
ALMS	Alumis Inc.	Added$XX.XM	Added$XX.XM
ELVN	Enliven Therapeutics, Inc.	Added$XX.XM	New$XX.XM
RNA	Avidity Biosciences Inc.	Added$XX.XM	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
ANAB	AnaptysBio Inc.	New$XX.XM	New$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	Added$XX.XM
CMPS	COMPASS Pathways plc	Added$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Baker	Cormorant
RYTM	Rhythm Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Held$XX.XM	Trimmed$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Trimmed$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	Trimmed$XX.XM
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	Held$XX.XM
RAPP	Rapport Therapeutics, Inc.	Held$XX.XM	Added$XX.XM
ACLX	Arcellx Inc.	Held$XX.XM	Added$XX.XM
STOK	Stoke Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
GLUE	Monte Rosa Therapeutics, Inc.	Held$XX.XM	New$XX.XM
CNTA	Centessa Pharmaceuticals plc	Held$XX.XM	Trimmed$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	New$XX.XM
CABA	Cabaletta Bio, Inc.	Held$XX.XM	Added$XX.XM
DSGN	Design Therapeutics, Inc.	Added$XX.XM	Held$XX.XM
PHVS	Pharvaris N.V.	Held$XX.XM	Added$XX.XM
VRNA	Verona Pharma plc	Held$XX.XM	New$XX.XM
NGNE	Neurogene Inc.	Held$XX.XM	Trimmed$XX.XM
IRON	Disc Medicine Inc.	Held$XX.XM	Held$XX.XM
SPRY	ARS Pharmaceuticals, Inc.	Held$XX.XM	Added$XX.XM

Funds disagree

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

Ticker	Company	Baker	Cormorant
INSM	Insmed Incorporated	Added$XX.XM	Trimmed$XX.XM
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	Trimmed$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Trimmed$XX.XM