BVF vs Driehaus — Portfolio Comparison

BVF vs Driehaus — Portfolio Comparison | BiotechEdge

Converging (9)

Funds agree

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

Ticker	Company	BVF	Driehaus
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Added$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM
SEPN	Septerna, Inc.	Trimmed$XX.XM	Trimmed$XX.XM
IONS	Ionis Pharmaceuticals Inc.	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
CELC	Celcuity Inc.	New$XX.XM	Added$XX.XM
IVVD	Invivyd, Inc.	New$XX.XM	Added$XX.XM
RLAY	Relay Therapeutics Inc.	New$XX.XM	New$XX.XM

Ticker	Company	BVF	Driehaus
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM

Funds disagree

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

Ticker	Company	BVF	Driehaus
PTGX	Protagonist Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM
AXSM	Axsome Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM
IDYA	IDEAYA Biosciences Inc.	Trimmed$XX.XM	Added$XX.XM
JANX	Janux Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
CNTA	Centessa Pharmaceuticals plc	Trimmed$XX.XM	Added$XX.XM