Baker vs Deerfield vs Driehaus — Portfolio Comparison

Baker vs Deerfield vs Driehaus — Portfolio Comparison | BiotechEdge

Converging (2)

Funds agree

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

Ticker	Company	Baker	Deerfield	Driehaus
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Ticker	Company	Baker	Deerfield	Driehaus
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	Held$XX.XM	Added$XX.XM

Divergent Activity (6)

Funds disagree

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

Ticker	Company	Baker	Deerfield	Driehaus
INSM	Insmed Incorporated	Trimmed$XX.XM	Added$XX.XM	—
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM	Added$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	Trimmed$XX.XM
OSCR	Oscar Health, Inc.	—	Trimmed$XX.XM	Added$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM	Added$XX.XM

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Partial Overlap (34)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Baker	Deerfield	Driehaus
BEIGF	BeOne Medicines Ltd.	Held$XX.XM	—	Added$XX.XM
NUVL	Nuvalent Inc.	—	Held$XX.XM	Added$XX.XM
ACAD	ACADIA Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM	—
MDGL	Madrigal Pharmaceuticals Inc.	Held$XX.XM	—	Trimmed$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$XX.XM	—	Added$XX.XM
GKOS	Glaukos Corporation	—	Held$XX.XM	Trimmed$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM
NTRA	Natera Inc.	—	Held$XX.XM	Added$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM	—
INSP	Inspire Medical Systems, Inc.	—	Added$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM
BCRX	Biocryst Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM	—
BBIO	BridgeBio Pharma Inc.	—	Held$XX.XM	Added$XX.XM
SWTX	SpringWorks Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
STOK	Stoke Therapeutics, Inc.	Held$XX.XM	New$XX.XM	—
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	—	Added$XX.XM
ARGX	argenx SE	Held$XX.XM	—	Added$XX.XM
APLS	Apellis Pharmaceuticals Inc.	—	New$XX.XM	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	—	Added$XX.XM
PTCT	PTC Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	—	New$XX.XM	Added$XX.XM
LNTH	Lantheus Holdings Inc.	—	Added$XX.XM	Added$XX.XM
BNTX	BioNTech SE	Added$XX.XM	New$XX.XM	—
VCYT	Veracyte, Inc.	—	Held$XX.XM	Added$XX.XM
PODD	Insulet Corp.	—	Added$XX.XM	Added$XX.XM
ITCI	Intra-Cellular Therapies Inc.	—	New$XX.XM	Added$XX.XM
CDNA	CareDx Inc.	—	Held$XX.XM	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	—	New$XX.XM
NEO	Neogenomics Inc.	—	Added$XX.XM	Added$XX.XM
KRYS	Krystal Biotech Inc.	Held$XX.XM	—	Added$XX.XM
BBNX	Beta Bionics, Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM

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Converging (2)

Shared Positions (1)

Divergent Activity (6)

Partial Overlap (34)

See what makes each fund unique

Baker Bros. Advisors29 unique

Deerfield Management52 unique

Driehaus Capital46 unique