Boxer vs Deerfield — Portfolio Comparison

Boxer vs Deerfield — Portfolio Comparison | BiotechEdge

Converging (8)

Funds agree

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

Ticker	Company	Boxer	Deerfield
LEGN	Legend Biotech Corporation	New$XX.XM	Added$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	Added$XX.XM
KURA	Kura Oncology, Inc.	New$XX.XM	Added$XX.XM
NKTX	Nkarta, Inc.	Added$XX.XM	Added$XX.XM
FATE	Fate Therapeutics Inc.	Added$XX.XM	New$XX.XM
CGEM	Cullinan Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
IOVA	Iovance Biotherapeutics Inc.	New$XX.XM	New$XX.XM
ENGNW	enGene Holdings Inc.	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Boxer	Deerfield
NUVL	Nuvalent Inc.	Held$XX.XM	Held$XX.XM
RVMD	Revolution Medicines Inc.	Held$XX.XM	Trimmed$XX.XM
SWTX	SpringWorks Therapeutics Inc.	Held$XX.XM	Added$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM
IDYA	IDEAYA Biosciences Inc.	Held$XX.XM	Held$XX.XM
TYRA	Tyra Biosciences, Inc.	Held$XX.XM	New$XX.XM
ACAD	ACADIA Pharmaceuticals Inc.	New$XX.XM	Held$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	Held$XX.XM	New$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM
DAWN	Day One Biopharmaceuticals Inc.	Held$XX.XM	Held$XX.XM
GPCR	Structure Therapeutics Inc.	Held$XX.XM	Added$XX.XM
KYMR	Kymera Therapeutics Inc.	New$XX.XM	Held$XX.XM
ANAB	AnaptysBio Inc.	Held$XX.XM	New$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Added$XX.XM
REPL	Replimune Group Inc.	Held$XX.XM	New$XX.XM
PRLD	Prelude Therapeutics Inc.	Held$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Boxer	Deerfield
VKTX	Viking Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM