Baker vs Driehaus vs Eventide — Portfolio Comparison

Baker vs Driehaus vs Eventide — 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	Driehaus	Eventide
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	Added$XX.XM	New$XX.XM
RNA	Avidity Biosciences Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Ticker	Company	Baker	Driehaus	Eventide
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	Held$XX.XM
KRYS	Krystal Biotech Inc.	Held$XX.XM	Added$XX.XM	Held$XX.XM

Divergent Activity (16)

Funds disagree

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

Ticker	Company	Baker	Driehaus	Eventide
INSM	Insmed Incorporated	Trimmed$XX.XM	Added$XX.XM	Trimmed$XX.XM
CELC	Celcuity Inc.	Held$XX.XM	Added$XX.XM	Trimmed$XX.XM
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Trimmed$XX.XM
ARGX	argenx SE	Held$XX.XM	Added$XX.XM	Trimmed$XX.XM
VRNA	Verona Pharma plc	—	New$XX.XM	Trimmed$XX.XM

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Partial Overlap (35)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Baker	Driehaus	Eventide
SGEN	Seagen Inc.	New$XX.XM	—	New$XX.XM
BEIGF	BeOne Medicines Ltd.	Held$XX.XM	Added$XX.XM	—
ACAD	ACADIA Pharmaceuticals Inc.	Held$XX.XM	—	New$XX.XM
MDGL	Madrigal Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM	—
RVMD	Revolution Medicines Inc.	Held$XX.XM	—	Trimmed$XX.XM
SMMT	Summit Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
RYTM	Rhythm Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM	—
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	Added$XX.XM	—
GH	Guardant Health Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
TMDX	TransMedics Group, Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
ALKS	Alkermes plc	Added$XX.XM	New$XX.XM	—
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Added$XX.XM	—
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	—
APGE	Apogee Therapeutics Inc.	—	Added$XX.XM	New$XX.XM
SRRK	Scholar Rock Holding Corp.	—	Added$XX.XM	New$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM
BBIO	BridgeBio Pharma Inc.	—	Added$XX.XM	Added$XX.XM
INSP	Inspire Medical Systems, Inc.	—	Added$XX.XM	Added$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	—	Trimmed$XX.XM
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	Added$XX.XM	—
GKOS	Glaukos Corporation	—	Trimmed$XX.XM	Held$XX.XM
AKRO	Akero Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
AXSM	Axsome Therapeutics Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	Added$XX.XM	—
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	—
RXDX	Prometheus Biosciences Inc.	—	New$XX.XM	New$XX.XM
BMEA	Biomea Fusion Inc.	New$XX.XM	New$XX.XM	—
VCYT	Veracyte, Inc.	—	Added$XX.XM	Held$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	New$XX.XM	—
TGTX	TG Therapeutics Inc.	—	Added$XX.XM	Held$XX.XM
DVAX	Dynavax Technologies Corporation	—	Added$XX.XM	Added$XX.XM
SLNO	Soleno Therapeutics Inc.	—	Added$XX.XM	New$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	—	Added$XX.XM	Added$XX.XM
IRON	Disc Medicine Inc.	Held$XX.XM	—	Added$XX.XM
PRCT	PROCEPT BioRobotics Corp.	—	Added$XX.XM	Added$XX.XM

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Converging (2)

Shared Positions (2)

Divergent Activity (16)

Partial Overlap (35)

See what makes each fund unique

Baker Bros. Advisors32 unique

Driehaus Capital46 unique

Eventide Asset Management28 unique