Baker vs Perceptive — Portfolio Comparison

Baker vs Perceptive — Portfolio Comparison | BiotechEdge

Converging (13)

Funds agree

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

Ticker	Company	Baker	Perceptive
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	Added$XX.XM
KOD	Kodiak Sciences Inc.	Added$XX.XM	Added$XX.XM
CERE	Cerevel Therapeutics Holdings Inc.	New$XX.XM	Added$XX.XM
BMRN	BioMarin Pharmaceutical Inc.	New$XX.XM	New$XX.XM
ROIV	Roivant Sciences Ltd.	Added$XX.XM	Added$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM
GRAL	Grail, Inc.	Added$XX.XM	New$XX.XM
SWTX	SpringWorks Therapeutics Inc.	Added$XX.XM	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	Added$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
BCRX	Biocryst Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Baker	Perceptive
MDGL	Madrigal Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM
CELC	Celcuity Inc.	Held$XX.XM	Added$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM
RVMD	Revolution Medicines Inc.	Held$XX.XM	New$XX.XM
VRNA	Verona Pharma plc	Held$XX.XM	Trimmed$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	Added$XX.XM
IMTX	Immatics N.V.	Held$XX.XM	Added$XX.XM
AKRO	Akero Therapeutics Inc.	Held$XX.XM	Added$XX.XM
ARGX	argenx SE	Held$XX.XM	Added$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Added$XX.XM
CNTA	Centessa Pharmaceuticals plc	Held$XX.XM	Added$XX.XM
DYN	Dyne Therapeutics Inc.	Held$XX.XM	Added$XX.XM
IRON	Disc Medicine Inc.	Held$XX.XM	Added$XX.XM
CABA	Cabaletta Bio, Inc.	Held$XX.XM	Added$XX.XM
RAPP	Rapport Therapeutics, 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	Perceptive
INSM	Insmed Incorporated	Trimmed$XX.XM	Added$XX.XM