Baker vs Cormorant vs Deerfield — Portfolio Comparison

Ticker	Company	Baker	Cormorant	Deerfield
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Held$XX.XM	Added$XX.XM

Baker vs Cormorant vs Deerfield — Portfolio Comparison | BiotechEdge

Divergent Activity (8)

Funds disagree

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

Ticker	Company	Baker	Cormorant	Deerfield
INSM	Insmed Incorporated	Trimmed$XX.XM	Trimmed$XX.XM	Added$XX.XM
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	Trimmed$XX.XM	Added$XX.XM
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	—	Trimmed$XX.XM
NAMSW	NewAmsterdam Pharma Co N.V.	—	Added$XX.XM	Trimmed$XX.XM
APLS	Apellis Pharmaceuticals Inc.	—	Trimmed$XX.XM	New$XX.XM

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Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Baker	Cormorant	Deerfield
ACAD	ACADIA Pharmaceuticals Inc.	Held$XX.XM	—	Added$XX.XM
RVMD	Revolution Medicines Inc.	Held$XX.XM	—	Trimmed$XX.XM
CELC	Celcuity Inc.	Held$XX.XM	—	Added$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM	—
BBIO	BridgeBio Pharma Inc.	—	Trimmed$XX.XM	Held$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Trimmed$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
BCRX	Biocryst Pharmaceuticals Inc.	New$XX.XM	—	Added$XX.XM
IMCR	Immunocore Holdings plc	Held$XX.XM	—	New$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	Trimmed$XX.XM	—
BMEA	Biomea Fusion Inc.	New$XX.XM	New$XX.XM	—
SWTX	SpringWorks Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
STOK	Stoke Therapeutics, Inc.	Held$XX.XM	—	New$XX.XM
RAPP	Rapport Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	—
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	—
PHVS	Pharvaris N.V.	—	Added$XX.XM	Added$XX.XM
BNTX	BioNTech SE	Added$XX.XM	—	New$XX.XM
IRON	Disc Medicine Inc.	Held$XX.XM	—	Held$XX.XM
RNA	Avidity Biosciences Inc.	Added$XX.XM	Added$XX.XM	—
CGON	CG Oncology, Inc.	—	Held$XX.XM	Added$XX.XM