Boxer vs OrbiMed — Portfolio Comparison | BiotechEdge

Boxer vs OrbiMed — Portfolio Comparison | BiotechEdge

Converging (2)

Funds agree

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

Ticker	Company	Boxer	OrbiMed
SRPT	Sarepta Therapeutics Inc.	Added$XX.XM	New$XX.XM
MDGL	Madrigal Pharmaceuticals Inc.	New$XX.XM	New$XX.XM

Shared Positions (14)

Held by all 2 funds

Ticker	Company	Boxer	OrbiMed
SWTX	SpringWorks Therapeutics Inc.	Held$XX.XM	Trimmed$XX.XM
CYTK	Cytokinetics Incorporated	Held$XX.XM	Added$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	Held$XX.XM
TYRA	Tyra Biosciences, Inc.	Held$XX.XM	Added$XX.XM
RNA	Avidity Biosciences Inc.	Held$XX.XM	Trimmed$XX.XM
PMVP	PMV Pharmaceuticals, Inc.	New$XX.XM	Held$XX.XM
AKRO	Akero Therapeutics Inc.	Held$XX.XM	Added$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	Held$XX.XM	New$XX.XM
AXSM	Axsome Therapeutics Inc.	Held$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM
IOVA	Iovance Biotherapeutics Inc.	New$XX.XM	Held$XX.XM
GERN	Geron Corporation	Held$XX.XM	Added$XX.XM
ORIC	ORIC Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM
FOLD	Amicus Therapeutics Inc.	Held$XX.XM	Added$XX.XM