BVF vs Deep vs Deerfield — Portfolio Comparison

BVF vs Deep vs Deerfield — Portfolio Comparison | BiotechEdge

Converging (1)

Funds agree

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

Ticker	Company	BVF	Deep	Deerfield
KURA	Kura Oncology, Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Divergent Activity (11)

Funds disagree

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

Ticker	Company	BVF	Deep	Deerfield
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM	Held$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM	Added$XX.XM
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	New$XX.XM	Trimmed$XX.XM
GH	Guardant Health Inc.	—	Trimmed$XX.XM	Added$XX.XM
APLS	Apellis Pharmaceuticals Inc.	—	Trimmed$XX.XM	New$XX.XM

+6 more divergent positions. Unlock with free trial

Partial Overlap (32)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	BVF	Deep	Deerfield
NUVL	Nuvalent Inc.	—	New$XX.XM	Held$XX.XM
MLTX	MoonLake Immunotherapeutics	Held$XX.XM	Added$XX.XM	—
RVMD	Revolution Medicines Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
AXSM	Axsome Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
PTGX	Protagonist Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
VERA	Vera Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
IMVT	Immunovant Inc.	New$XX.XM	Added$XX.XM	—
ITCI	Intra-Cellular Therapies Inc.	—	Held$XX.XM	New$XX.XM
INSM	Insmed Incorporated	—	Added$XX.XM	Added$XX.XM
DVAX	Dynavax Technologies Corporation	—	Held$XX.XM	Trimmed$XX.XM
IDYA	IDEAYA Biosciences Inc.	Trimmed$XX.XM	—	Held$XX.XM
CELC	Celcuity Inc.	New$XX.XM	—	Added$XX.XM
NBIX	Neurocrine Biosciences Inc.	—	New$XX.XM	New$XX.XM
MIRM	Mirum Pharmaceuticals Inc.	Held$XX.XM	—	New$XX.XM
NAMSW	NewAmsterdam Pharma Co N.V.	Held$XX.XM	—	Trimmed$XX.XM
OLMA	Olema Pharmaceuticals, Inc.	Held$XX.XM	Held$XX.XM	—
ALNY	Alnylam Pharmaceuticals Inc.	—	New$XX.XM	Held$XX.XM
BBIO	BridgeBio Pharma Inc.	—	Added$XX.XM	Held$XX.XM
CGEM	Cullinan Therapeutics, Inc.	Added$XX.XM	—	Added$XX.XM
GLPGF	Galapagos NV	Held$XX.XM	—	Added$XX.XM
AAVXF	Abivax S.A.	Trimmed$XX.XM	Held$XX.XM	—
STOK	Stoke Therapeutics, Inc.	Added$XX.XM	—	New$XX.XM
IMCR	Immunocore Holdings plc	Added$XX.XM	Added$XX.XM	—
XENE	Xenon Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM	—
CGON	CG Oncology, Inc.	New$XX.XM	—	Added$XX.XM
IRON	Disc Medicine Inc.	New$XX.XM	—	Held$XX.XM
CRMD	CorMedix Inc.	—	Added$XX.XM	New$XX.XM
IVVD	Invivyd, Inc.	New$XX.XM	New$XX.XM	—
BCAX	Bicara Therapeutics Inc.	—	Added$XX.XM	New$XX.XM
EWTX	Edgewise Therapeutics, Inc.	—	Added$XX.XM	Added$XX.XM
ENGNW	enGene Holdings Inc.	Held$XX.XM	Added$XX.XM	—
FHTX	Foghorn Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM

See Where Top Biotech Funds Agree — and Where They Don't

Unlock the full comparison

Converging (1)

Divergent Activity (11)

Partial Overlap (32)

See what makes each fund unique

BVF Partners22 unique

Deep Track Capital53 unique

Deerfield Management56 unique