Baker vs Driehaus vs EcoR1 — Portfolio Comparison

Baker vs Driehaus vs EcoR1 — Portfolio Comparison | BiotechEdge

Shared Positions (6)

Held by all 3 funds

Ticker	Company	Baker	Driehaus	EcoR1
MDGL	Madrigal Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM	Held$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	Held$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	Held$XX.XM
CNTA	Centessa Pharmaceuticals plc	Held$XX.XM	Added$XX.XM	Added$XX.XM
ARGX	argenx SE	Held$XX.XM	Added$XX.XM	New$XX.XM
RNA	Avidity Biosciences Inc.	Added$XX.XM	Added$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Baker	Driehaus	EcoR1
CELC	Celcuity Inc.	Added$XX.XM	Trimmed$XX.XM	—
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM	—
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM	—
PCVX	Vaxcyte Inc.	—	Trimmed$XX.XM	Added$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM	—

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Baker	Driehaus	EcoR1
BEIGF	BeOne Medicines Ltd.	Held$XX.XM	Added$XX.XM	—
ACAD	ACADIA Pharmaceuticals Inc.	Held$XX.XM	—	Held$XX.XM
RVMD	Revolution Medicines Inc.	Added$XX.XM	—	Added$XX.XM
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	Added$XX.XM	—
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	Trimmed$XX.XM	—
RYTM	Rhythm Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM	—
APLS	Apellis Pharmaceuticals Inc.	—	Added$XX.XM	Added$XX.XM
ALKS	Alkermes plc	Held$XX.XM	Held$XX.XM	—
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Trimmed$XX.XM	—
IMNM	Immunome Inc.	—	Added$XX.XM	Held$XX.XM
SWTX	SpringWorks Therapeutics Inc.	Added$XX.XM	—	Held$XX.XM
KNSA	Kiniksa Pharmaceuticals International, plc	Held$XX.XM	Trimmed$XX.XM	—
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	Added$XX.XM	—
BBIO	BridgeBio Pharma Inc.	—	Added$XX.XM	Held$XX.XM
BPMC	Blueprint Medicines Corporation	—	Added$XX.XM	New$XX.XM
CRSP	CRISPR Therapeutics AG	Added$XX.XM	—	New$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	Added$XX.XM	—
CGON	CG Oncology, Inc.	—	Added$XX.XM	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	Held$XX.XM	—
MBX	MBX Biosciences, Inc.	—	Trimmed$XX.XM	Held$XX.XM
JANX	Janux Therapeutics Inc.	—	Added$XX.XM	Held$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	New$XX.XM	—
KRYS	Krystal Biotech Inc.	Held$XX.XM	Added$XX.XM	—