Baker vs Deerfield vs OrbiMed — Portfolio Comparison

Ticker	Company	Baker	Deerfield	OrbiMed
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Added$XX.XM	Held$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM	Added$XX.XM

Baker vs Deerfield vs OrbiMed — Portfolio Comparison | BiotechEdge

Divergent Activity (7)

Funds disagree

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

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

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Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Baker	Deerfield	OrbiMed
ACAD	ACADIA Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM	—
MDGL	Madrigal Pharmaceuticals Inc.	Held$XX.XM	—	New$XX.XM
RVMD	Revolution Medicines Inc.	Held$XX.XM	Trimmed$XX.XM	—
CELC	Celcuity Inc.	Held$XX.XM	Added$XX.XM	—
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	Added$XX.XM	—
BMRN	BioMarin Pharmaceutical Inc.	New$XX.XM	—	New$XX.XM
SPRY	ARS Pharmaceuticals, Inc.	—	Trimmed$XX.XM	Held$XX.XM
NBIX	Neurocrine Biosciences Inc.	—	New$XX.XM	Added$XX.XM
UTHR	United Therapeutics Corporation	—	Held$XX.XM	Held$XX.XM
NTRA	Natera Inc.	—	Held$XX.XM	Added$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	—
MRK	Merck & Co., Inc.	—	Added$XX.XM	Added$XX.XM
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	Held$XX.XM	—
ARGX	argenx SE	Held$XX.XM	—	Trimmed$XX.XM
BCRX	Biocryst Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM	—
PFE	Pfizer Inc.	—	Added$XX.XM	New$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	—	Held$XX.XM	Trimmed$XX.XM
APLS	Apellis Pharmaceuticals Inc.	—	New$XX.XM	Held$XX.XM
IRON	Disc Medicine Inc.	—	Held$XX.XM	Held$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	—	Trimmed$XX.XM
STOK	Stoke Therapeutics, Inc.	Held$XX.XM	New$XX.XM	—
PRLD	Prelude Therapeutics Inc.	New$XX.XM	—	New$XX.XM