BVF vs Deerfield — Portfolio Comparison

BVF vs Deerfield — Portfolio Comparison | BiotechEdge

Converging (10)

Funds agree

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

Ticker	Company	BVF	Deerfield
RVMD	Revolution Medicines Inc.	Trimmed$XX.XM	Trimmed$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Added$XX.XM
CELC	Celcuity Inc.	New$XX.XM	Added$XX.XM
KURA	Kura Oncology, Inc.	Added$XX.XM	Added$XX.XM
CGEM	Cullinan Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
STOK	Stoke Therapeutics, Inc.	Added$XX.XM	New$XX.XM
CGON	CG Oncology, Inc.	New$XX.XM	Added$XX.XM
IMCR	Immunocore Holdings plc	Added$XX.XM	New$XX.XM
CMPS	COMPASS Pathways plc	Added$XX.XM	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	New$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	BVF	Deerfield
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	Trimmed$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM
IDYA	IDEAYA Biosciences Inc.	Trimmed$XX.XM	Held$XX.XM
MIRM	Mirum Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM
NAMSW	NewAmsterdam Pharma Co N.V.	Held$XX.XM	Trimmed$XX.XM
GHRS	GH Research PLC	Held$XX.XM	New$XX.XM
GLPGF	Galapagos NV	Held$XX.XM	Added$XX.XM
IRON	Disc Medicine Inc.	New$XX.XM	Held$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Held$XX.XM	Held$XX.XM
FHTX	Foghorn Therapeutics Inc.	Held$XX.XM	Added$XX.XM
REPL	Replimune Group Inc.	Held$XX.XM	New$XX.XM
ENGNW	enGene Holdings Inc.	Held$XX.XM	New$XX.XM
VSTM	Verastem, Inc.	Held$XX.XM	Held$XX.XM
ITOS	iTeos Therapeutics SA	New$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	BVF	Deerfield
FDMT	4D Molecular Therapeutics, Inc.	Trimmed$XX.XM	New$XX.XM
SEPN	Septerna, Inc.	Trimmed$XX.XM	New$XX.XM
ROIV	Roivant Sciences Ltd.	New$XX.XM	Trimmed$XX.XM