BVF vs Deep vs Driehaus — Portfolio Comparison

Ticker	Company	BVF	Deep	Driehaus
IVVD	Invivyd, Inc.	New$XX.XM	New$XX.XM	Added$XX.XM

Ticker	Company	BVF	Deep	Driehaus
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	New$XX.XM	Added$XX.XM

BVF vs Deep vs Driehaus — Portfolio Comparison | BiotechEdge

Divergent Activity (19)

Funds disagree

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

Ticker	Company	BVF	Deep	Driehaus
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM	Added$XX.XM
PTGX	Protagonist Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Trimmed$XX.XM
AXSM	Axsome Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Trimmed$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM	—
PCVX	Vaxcyte Inc.	—	Added$XX.XM	Trimmed$XX.XM

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Partial Overlap (31)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	BVF	Deep	Driehaus
MLTX	MoonLake Immunotherapeutics	Held$XX.XM	Added$XX.XM	—
GH	Guardant Health Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	New$XX.XM	—	Added$XX.XM
TARS	Tarsus Pharmaceuticals Inc.	—	Added$XX.XM	Added$XX.XM
IMVT	Immunovant Inc.	New$XX.XM	Added$XX.XM	—
APGE	Apogee Therapeutics Inc.	—	Held$XX.XM	Added$XX.XM
ITCI	Intra-Cellular Therapies Inc.	—	Held$XX.XM	Added$XX.XM
DVAX	Dynavax Technologies Corporation	—	Held$XX.XM	Added$XX.XM
BBIO	BridgeBio Pharma Inc.	—	Added$XX.XM	Added$XX.XM
INSM	Insmed Incorporated	—	Added$XX.XM	Added$XX.XM
TVTX	Travere Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
OLMA	Olema Pharmaceuticals, Inc.	Held$XX.XM	Held$XX.XM	—
NRIX	Nurix Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
GHRS	GH Research PLC	Held$XX.XM	Held$XX.XM	—
KURA	Kura Oncology, Inc.	Added$XX.XM	Added$XX.XM	—
ALKS	Alkermes plc	—	Added$XX.XM	New$XX.XM
EWTX	Edgewise Therapeutics, Inc.	—	Added$XX.XM	Added$XX.XM
AAVXF	Abivax S.A.	Trimmed$XX.XM	Held$XX.XM	—
IMCR	Immunocore Holdings plc	Added$XX.XM	Added$XX.XM	—
NUVL	Nuvalent Inc.	—	New$XX.XM	Added$XX.XM
MNMD	Mind Medicine Inc.	—	New$XX.XM	Added$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	—	Held$XX.XM	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	—	Held$XX.XM	New$XX.XM
ENGNW	enGene Holdings Inc.	Held$XX.XM	Added$XX.XM	—
CELC	Celcuity Inc.	New$XX.XM	—	Added$XX.XM
TGTX	TG Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
SLNO	Soleno Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
RLAY	Relay Therapeutics Inc.	New$XX.XM	—	New$XX.XM
KRRO	Korro Bio, Inc.	—	Added$XX.XM	Added$XX.XM
SLNCF	Silence Therapeutics plc	Held$XX.XM	Trimmed$XX.XM	—
ATXS	Astria Therapeutics Inc.	—	New$XX.XM	Added$XX.XM

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

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Converging (1)

Shared Positions (1)

Divergent Activity (19)

Partial Overlap (31)

See what makes each fund unique

BVF Partners32 unique

Deep Track Capital43 unique

Driehaus Capital54 unique