Boxer vs Casdin — Portfolio Comparison

Boxer vs Casdin — Portfolio Comparison | BiotechEdge

Converging (9)

Funds agree

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

Ticker	Company	Boxer	Casdin
SRPT	Sarepta Therapeutics Inc.	Added$XX.XM	Added$XX.XM
RXDX	Prometheus Biosciences Inc.	Added$XX.XM	New$XX.XM
RLAY	Relay Therapeutics Inc.	New$XX.XM	Added$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	Added$XX.XM
FATE	Fate Therapeutics Inc.	Added$XX.XM	New$XX.XM
LEGN	Legend Biotech Corporation	New$XX.XM	New$XX.XM
SANA	Sana Biotechnology, Inc.	New$XX.XM	New$XX.XM
ABSI	Absci Corp.	New$XX.XM	New$XX.XM
SLDB	Solid Biosciences Inc.	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Boxer	Casdin
RVMD	Revolution Medicines Inc.	Held$XX.XM	Trimmed$XX.XM
RNA	Avidity Biosciences Inc.	Held$XX.XM	Held$XX.XM
BEIGF	BeOne Medicines Ltd.	Held$XX.XM	New$XX.XM
GPCR	Structure Therapeutics Inc.	Held$XX.XM	Trimmed$XX.XM
SAGE	Sage Therapeutics Inc.	Held$XX.XM	New$XX.XM
IPSC	Century Therapeutics, Inc.	Added$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Boxer	Casdin
BPMC	Blueprint Medicines Corporation	New$XX.XM	Trimmed$XX.XM