Baker vs OrbiMed — Portfolio Comparison

Baker vs OrbiMed — Portfolio Comparison | BiotechEdge

Converging (5)

Funds agree

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

Ticker	Company	Baker	OrbiMed
BMRN	BioMarin Pharmaceutical Inc.	New$XX.XM	New$XX.XM
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	New$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
PRLD	Prelude Therapeutics Inc.	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Baker	OrbiMed
MDGL	Madrigal Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Held$XX.XM
ARGX	argenx SE	Held$XX.XM	Trimmed$XX.XM
ABCL	AbCellera Biologics Inc.	Held$XX.XM	New$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Trimmed$XX.XM
IMTX	Immatics N.V.	Held$XX.XM	Added$XX.XM
AKRO	Akero Therapeutics Inc.	Held$XX.XM	Added$XX.XM
IRON	Disc Medicine Inc.	Held$XX.XM	Held$XX.XM
DYN	Dyne Therapeutics Inc.	Held$XX.XM	Trimmed$XX.XM
KRYS	Krystal Biotech Inc.	Held$XX.XM	Added$XX.XM

Funds disagree

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

Ticker	Company	Baker	OrbiMed
SWTX	SpringWorks Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM
ROIV	Roivant Sciences Ltd.	Added$XX.XM	Trimmed$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM
RNA	Avidity Biosciences Inc.	Added$XX.XM	Trimmed$XX.XM

+2 more divergent positions. Unlock with free trial