Baker vs Deerfield — Portfolio Comparison

Baker vs Deerfield — Portfolio Comparison | BiotechEdge

Converging (9)

Funds agree

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

Ticker	Company	Baker	Deerfield
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	Added$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
BCRX	Biocryst Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM
SWTX	SpringWorks Therapeutics Inc.	Added$XX.XM	Added$XX.XM
BNTX	BioNTech SE	Added$XX.XM	New$XX.XM
BCAX	Bicara Therapeutics Inc.	New$XX.XM	New$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	Baker	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
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	Held$XX.XM
IMCR	Immunocore Holdings plc	Held$XX.XM	New$XX.XM
STOK	Stoke Therapeutics, Inc.	Held$XX.XM	New$XX.XM
REPL	Replimune Group Inc.	Held$XX.XM	New$XX.XM
DNLI	Denali Therapeutics Inc.	Held$XX.XM	Held$XX.XM
IRON	Disc Medicine Inc.	Held$XX.XM	Held$XX.XM
PRLD	Prelude Therapeutics Inc.	New$XX.XM	Held$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM
CABA	Cabaletta Bio, Inc.	Held$XX.XM	Trimmed$XX.XM
SION	Sionna Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
KRYS	Krystal Biotech Inc.	Held$XX.XM	New$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Added$XX.XM
DYN	Dyne Therapeutics Inc.	Held$XX.XM	Added$XX.XM
TSHA	Taysha Gene Therapies, Inc.	Held$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Baker	Deerfield
INSM	Insmed Incorporated	Trimmed$XX.XM	Added$XX.XM
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM
ROIV	Roivant Sciences Ltd.	Added$XX.XM	Trimmed$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM