BVF vs OrbiMed — Portfolio Comparison

BVF vs OrbiMed — Portfolio Comparison | BiotechEdge

Converging (7)

Funds agree

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

Ticker	Company	BVF	OrbiMed
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Added$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
AXSM	Axsome Therapeutics Inc.	Added$XX.XM	Added$XX.XM
CGEM	Cullinan Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
AAVXF	Abivax S.A.	Trimmed$XX.XM	Trimmed$XX.XM
SNDX	Syndax Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM
LXRX	Lexicon Pharmaceuticals, Inc.	Added$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	BVF	OrbiMed
IRON	Disc Medicine Inc.	New$XX.XM	Held$XX.XM
TYRA	Tyra Biosciences, Inc.	Held$XX.XM	Added$XX.XM
CMPS	COMPASS Pathways plc	Added$XX.XM	Held$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM
AGIO	Agios Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM
VSTM	Verastem, Inc.	Held$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	BVF	OrbiMed
JANX	Janux Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
CGON	CG Oncology, Inc.	New$XX.XM	Trimmed$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	New$XX.XM	Trimmed$XX.XM
ROIV	Roivant Sciences Ltd.	New$XX.XM	Trimmed$XX.XM
AVTX	Avalo Therapeutics, Inc.	Added$XX.XM	Trimmed$XX.XM