BVF vs Cormorant vs Deep — Portfolio Comparison

BVF vs Cormorant vs Deep — Portfolio Comparison | BiotechEdge

Shared Positions (6)

Held by all 3 funds

Ticker	Company	BVF	Cormorant	Deep
MLTX	MoonLake Immunotherapeutics	Held$XX.XM	Added$XX.XM	Added$XX.XM
AXSM	Axsome Therapeutics Inc.	Added$XX.XM	Held$XX.XM	Added$XX.XM
AAVXF	Abivax S.A.	Trimmed$XX.XM	Trimmed$XX.XM	Held$XX.XM
OLMA	Olema Pharmaceuticals, Inc.	Held$XX.XM	Added$XX.XM	Held$XX.XM
GHRS	GH Research PLC	Held$XX.XM	Trimmed$XX.XM	Held$XX.XM
ENGNW	enGene Holdings Inc.	Held$XX.XM	Added$XX.XM	Added$XX.XM

Funds disagree

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

Ticker	Company	BVF	Cormorant	Deep
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Trimmed$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	—	Trimmed$XX.XM
BBIO	BridgeBio Pharma Inc.	—	Trimmed$XX.XM	Added$XX.XM
PTGX	Protagonist Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM	Added$XX.XM
IMVT	Immunovant Inc.	New$XX.XM	Trimmed$XX.XM	Added$XX.XM

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Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	BVF	Cormorant	Deep
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	—	New$XX.XM
APLS	Apellis Pharmaceuticals Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
ACLX	Arcellx Inc.	—	Added$XX.XM	New$XX.XM
IDYA	IDEAYA Biosciences Inc.	Trimmed$XX.XM	Held$XX.XM	—
KURA	Kura Oncology, Inc.	Added$XX.XM	—	Added$XX.XM
PLRX	Pliant Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
AUTL	Autolus Therapeutics plc	—	Added$XX.XM	Added$XX.XM
IMCR	Immunocore Holdings plc	Added$XX.XM	—	Added$XX.XM
EWTX	Edgewise Therapeutics, Inc.	—	Held$XX.XM	Added$XX.XM
CGEM	Cullinan Therapeutics, Inc.	Added$XX.XM	New$XX.XM	—
NAMSW	NewAmsterdam Pharma Co N.V.	Held$XX.XM	Added$XX.XM	—
CGON	CG Oncology, Inc.	New$XX.XM	Held$XX.XM	—
XENE	Xenon Pharmaceuticals Inc.	Held$XX.XM	—	Trimmed$XX.XM
GLPGF	Galapagos NV	Held$XX.XM	—	New$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM	—
IVVD	Invivyd, Inc.	New$XX.XM	—	New$XX.XM
KRRO	Korro Bio, Inc.	—	Held$XX.XM	Added$XX.XM
SRPT	Sarepta Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
AGIO	Agios Pharmaceuticals Inc.	Held$XX.XM	—	Added$XX.XM
SNDX	Syndax Pharmaceuticals Inc.	New$XX.XM	New$XX.XM	—
RNA	Avidity Biosciences Inc.	—	Added$XX.XM	New$XX.XM
VSTM	Verastem, Inc.	Held$XX.XM	—	New$XX.XM
SLNCF	Silence Therapeutics plc	Held$XX.XM	—	Trimmed$XX.XM