BVF vs Casdin — Portfolio Comparison

BVF vs Casdin — Portfolio Comparison | BiotechEdge

Converging (5)

Funds agree

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

Ticker	Company	BVF	Casdin
RVMD	Revolution Medicines Inc.	Trimmed$XX.XM	Trimmed$XX.XM
RLAY	Relay Therapeutics Inc.	New$XX.XM	Added$XX.XM
FDMT	4D Molecular Therapeutics, Inc.	Trimmed$XX.XM	Trimmed$XX.XM
VERV	Verve Therapeutics Inc.	Added$XX.XM	Added$XX.XM
SNDX	Syndax Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM

Ticker	Company	BVF	Casdin
SEPN	Septerna, Inc.	Trimmed$XX.XM	Held$XX.XM
AGIO	Agios Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM
VSTM	Verastem, Inc.	Held$XX.XM	New$XX.XM

Funds disagree

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

Ticker	Company	BVF	Casdin
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM
GLUE	Monte Rosa Therapeutics, Inc.	Trimmed$XX.XM	New$XX.XM