Baker vs Driehaus vs OrbiMed — Portfolio Comparison

Ticker	Company	Baker	Driehaus	OrbiMed
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Added$XX.XM	Held$XX.XM

Baker vs Driehaus vs OrbiMed — Portfolio Comparison | BiotechEdge

Divergent Activity (11)

Funds disagree

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

Ticker	Company	Baker	Driehaus	OrbiMed
MDGL	Madrigal Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM	New$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	Trimmed$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	Trimmed$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM	—

+6 more divergent positions. Unlock with free trial

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Baker	Driehaus	OrbiMed
BEIGF	BeOne Medicines Ltd.	Held$XX.XM	Added$XX.XM	—
KYMR	Kymera 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	—
BMRN	BioMarin Pharmaceutical Inc.	New$XX.XM	—	New$XX.XM
PCVX	Vaxcyte Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
NTRA	Natera Inc.	—	Added$XX.XM	Added$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM
ARGX	argenx SE	Held$XX.XM	—	Trimmed$XX.XM
MBX	MBX Biosciences, Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	—	Trimmed$XX.XM
CMPS	COMPASS Pathways plc	—	Added$XX.XM	Held$XX.XM
VRTX	Vertex Pharmaceuticals Inc.	—	Added$XX.XM	Added$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	Added$XX.XM	—
ITGR	Integer Holdings Corp.	—	Added$XX.XM	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	—	New$XX.XM
TMO	Thermo Fisher Scientific Inc.	—	Added$XX.XM	New$XX.XM
PRLD	Prelude Therapeutics Inc.	New$XX.XM	—	New$XX.XM
TVTX	Travere Therapeutics Inc.	—	Added$XX.XM	New$XX.XM