Baker vs Cormorant vs Driehaus — Portfolio Comparison

Baker vs Cormorant vs Driehaus — 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	Cormorant	Driehaus
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM
BMEA	Biomea Fusion Inc.	New$XX.XM	New$XX.XM	New$XX.XM
RNA	Avidity Biosciences Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

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

Funds disagree

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

Ticker	Company	Baker	Cormorant	Driehaus
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
RYTM	Rhythm Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM	Added$XX.XM
BBIO	BridgeBio Pharma Inc.	—	Trimmed$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Trimmed$XX.XM	Trimmed$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	Driehaus
BEIGF	BeOne Medicines Ltd.	Held$XX.XM	—	Added$XX.XM
MDGL	Madrigal Pharmaceuticals Inc.	Held$XX.XM	—	Trimmed$XX.XM
CELC	Celcuity Inc.	Held$XX.XM	—	Added$XX.XM
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
SMMT	Summit Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
ALKS	Alkermes plc	Added$XX.XM	—	New$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Trimmed$XX.XM	—
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM
RXDX	Prometheus Biosciences Inc.	—	New$XX.XM	New$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	Trimmed$XX.XM	—
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	—	Added$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	—	Added$XX.XM
RAPP	Rapport Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	—
JANX	Janux Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
ARGX	argenx SE	Held$XX.XM	—	Added$XX.XM
PTGX	Protagonist Therapeutics Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	—	Added$XX.XM
DRUG	Bright Minds Biosciences Inc.	—	Held$XX.XM	New$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
KRRO	Korro Bio, Inc.	—	Held$XX.XM	Added$XX.XM
MBX	MBX Biosciences, Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
AXSM	Axsome Therapeutics Inc.	—	Held$XX.XM	Trimmed$XX.XM
CABA	Cabaletta Bio, Inc.	Held$XX.XM	Added$XX.XM	—
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	—	New$XX.XM
VRNA	Verona Pharma plc	—	New$XX.XM	New$XX.XM
KRYS	Krystal Biotech Inc.	Held$XX.XM	—	Added$XX.XM