Boxer vs BVF — Portfolio Comparison | BiotechEdge

Boxer vs BVF — Portfolio Comparison | BiotechEdge

Converging (6)

Funds agree

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

Ticker	Company	Boxer	BVF
RLAY	Relay Therapeutics Inc.	New$XX.XM	New$XX.XM
ITOS	iTeos Therapeutics SA	New$XX.XM	New$XX.XM
KURA	Kura Oncology, Inc.	New$XX.XM	Added$XX.XM
CGEM	Cullinan Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
IMVT	Immunovant Inc.	Added$XX.XM	New$XX.XM
JSPRW	Jasper Therapeutics, Inc.	New$XX.XM	New$XX.XM

Shared Positions (15)

Held by all 2 funds

Ticker	Company	Boxer	BVF
RVMD	Revolution Medicines Inc.	Held$XX.XM	Trimmed$XX.XM
KYMR	Kymera Therapeutics Inc.	New$XX.XM	Held$XX.XM
TYRA	Tyra Biosciences, Inc.	Held$XX.XM	Held$XX.XM
GPCR	Structure Therapeutics Inc.	Held$XX.XM	Added$XX.XM
IDYA	IDEAYA Biosciences Inc.	Held$XX.XM	Trimmed$XX.XM
AXSM	Axsome Therapeutics Inc.	Held$XX.XM	Added$XX.XM
GHRS	GH Research PLC	New$XX.XM	Held$XX.XM
OLMA	Olema Pharmaceuticals, Inc.	Held$XX.XM	Held$XX.XM
CNTA	Centessa Pharmaceuticals plc	Held$XX.XM	Trimmed$XX.XM
ETNB	89bio Inc.	Held$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Held$XX.XM	Held$XX.XM
REPL	Replimune Group Inc.	Held$XX.XM	Held$XX.XM
IRON	Disc Medicine Inc.	Held$XX.XM	New$XX.XM
ENGNW	enGene Holdings Inc.	New$XX.XM	Held$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	New$XX.XM