BVF vs Commodore — Portfolio Comparison

BVF vs Commodore — 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	BVF	Commodore
KURA	Kura Oncology, Inc.	Added$XX.XM	Added$XX.XM
CNTA	Centessa Pharmaceuticals plc	Trimmed$XX.XM	Trimmed$XX.XM
SYRE	Spyre Therapeutics, Inc.	New$XX.XM	Added$XX.XM
SNDX	Syndax Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
ACRS	Aclaris Therapeutics Inc.	Added$XX.XM	New$XX.XM
ALLK	Allakos Inc.	Added$XX.XM	New$XX.XM
CBIO	Crescent Biopharma, Inc.	Added$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	BVF	Commodore
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	Held$XX.XM
TYRA	Tyra Biosciences, Inc.	Held$XX.XM	Held$XX.XM
RLAY	Relay Therapeutics Inc.	New$XX.XM	Held$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM
IDYA	IDEAYA Biosciences Inc.	Trimmed$XX.XM	Held$XX.XM
AGIO	Agios Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM
AAVXF	Abivax S.A.	Trimmed$XX.XM	Held$XX.XM
IMVT	Immunovant Inc.	New$XX.XM	Held$XX.XM
ENGNW	enGene Holdings Inc.	Held$XX.XM	New$XX.XM
REPL	Replimune Group Inc.	Held$XX.XM	New$XX.XM
CTMX	CytomX Therapeutics Inc.	Held$XX.XM	Held$XX.XM
PEPG	PepGen Inc.	Held$XX.XM	Added$XX.XM
AVTX	Avalo Therapeutics, Inc.	Added$XX.XM	Held$XX.XM
SABSW	SAB Biotherapeutics, Inc.	New$XX.XM	Held$XX.XM
VTGN	Vistagen Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
RZLT	Rezolute, 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	Commodore
PTGX	Protagonist Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM
CELC	Celcuity Inc.	New$XX.XM	Trimmed$XX.XM