Baker vs EcoR1 — Portfolio Comparison

Baker vs EcoR1 — Portfolio Comparison | BiotechEdge

Converging (7)

Funds agree

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

Ticker	Company	Baker	EcoR1
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	New$XX.XM
KOD	Kodiak Sciences Inc.	Added$XX.XM	New$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
CRSP	CRISPR Therapeutics AG	Added$XX.XM	New$XX.XM
BPMC	Blueprint Medicines Corporation	Added$XX.XM	New$XX.XM
RLAY	Relay Therapeutics Inc.	Added$XX.XM	New$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	Baker	EcoR1
ACAD	ACADIA Pharmaceuticals Inc.	Held$XX.XM	Held$XX.XM
MDGL	Madrigal Pharmaceuticals Inc.	Held$XX.XM	Held$XX.XM
RVMD	Revolution Medicines Inc.	Held$XX.XM	Added$XX.XM
ANAB	AnaptysBio Inc.	New$XX.XM	Held$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM
ALKS	Alkermes plc	Added$XX.XM	Held$XX.XM
ARVN	Arvinas Inc.	Added$XX.XM	Held$XX.XM
BCYC	Bicycle Therapeutics plc	Held$XX.XM	Held$XX.XM
ARGX	argenx SE	Held$XX.XM	New$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Held$XX.XM
SWTX	SpringWorks Therapeutics Inc.	Added$XX.XM	Held$XX.XM
XNCR	Xencor Inc.	Held$XX.XM	New$XX.XM
REPL	Replimune Group Inc.	Held$XX.XM	Held$XX.XM
AKRO	Akero Therapeutics Inc.	Held$XX.XM	Held$XX.XM
TNGX	Tango Therapeutics Inc.	Held$XX.XM	Added$XX.XM
CNTA	Centessa Pharmaceuticals plc	Held$XX.XM	Added$XX.XM
MRSN	Mersana Therapeutics Inc.	New$XX.XM	Held$XX.XM
NGNE	Neurogene Inc.	Added$XX.XM	Held$XX.XM
RNA	Avidity Biosciences Inc.	Added$XX.XM	Held$XX.XM
TCRX	TScan Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
TECX	Tectonic Therapeutic, Inc.	Added$XX.XM	Held$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Added$XX.XM
DYN	Dyne Therapeutics Inc.	Held$XX.XM	New$XX.XM
NMRA	Neumora Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
CLDX	Celldex Therapeutics Inc.	Held$XX.XM	New$XX.XM
VERV	Verve Therapeutics Inc.	Held$XX.XM	New$XX.XM
VRNA	Verona Pharma plc	Held$XX.XM	New$XX.XM
PHVS	Pharvaris N.V.	Held$XX.XM	New$XX.XM
DAWN	Day One Biopharmaceuticals Inc.	Held$XX.XM	New$XX.XM
PRME	Prime Medicine, Inc.	Held$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Baker	EcoR1
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	New$XX.XM