Boxer vs RA — Portfolio Comparison | BiotechEdge

Boxer vs RA — 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	RA
LEGN	Legend Biotech Corporation	New$XX.XM	Added$XX.XM
CLYM	Climb Bio, Inc.	New$XX.XM	Added$XX.XM
ITOS	iTeos Therapeutics SA	New$XX.XM	New$XX.XM
NKTX	Nkarta, Inc.	Added$XX.XM	Added$XX.XM
MDGL	Madrigal Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
KURA	Kura Oncology, Inc.	New$XX.XM	New$XX.XM
IPSC	Century Therapeutics, Inc.	Added$XX.XM	New$XX.XM
NRIX	Nurix Therapeutics Inc.	New$XX.XM	Added$XX.XM
QURE	uniQure N.V.	New$XX.XM	New$XX.XM

Shared Positions (18)

Held by all 2 funds

Ticker	Company	Boxer	RA
ASND	Ascendis Pharma A/S	Added$XX.XM	Held$XX.XM
RNA	Avidity Biosciences Inc.	Held$XX.XM	Held$XX.XM
TYRA	Tyra Biosciences, Inc.	Held$XX.XM	Held$XX.XM
NUVL	Nuvalent Inc.	Held$XX.XM	Added$XX.XM
ETNB	89bio Inc.	Held$XX.XM	Held$XX.XM
GERN	Geron Corporation	Held$XX.XM	Added$XX.XM
DAWN	Day One Biopharmaceuticals Inc.	Held$XX.XM	Added$XX.XM
IDYA	IDEAYA Biosciences Inc.	Held$XX.XM	New$XX.XM
GHRS	GH Research PLC	New$XX.XM	Held$XX.XM
AXSM	Axsome Therapeutics Inc.	Held$XX.XM	Held$XX.XM
APGE	Apogee Therapeutics Inc.	New$XX.XM	Held$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
GPCR	Structure Therapeutics Inc.	Held$XX.XM	Held$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	Held$XX.XM
ELVN	Enliven Therapeutics, Inc.	Held$XX.XM	Added$XX.XM
RCKT	Rocket Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM
RCUS	Arcus Biosciences Inc.	New$XX.XM	Held$XX.XM
ARVN	Arvinas Inc.	Held$XX.XM	New$XX.XM