Casdin vs Commodore — Portfolio Comparison | BiotechEdge

Casdin vs Commodore — 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	Casdin	Commodore
AGIO	Agios Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM
NGNE	Neurogene Inc.	Added$XX.XM	Added$XX.XM
SNDX	Syndax Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
RXDX	Prometheus Biosciences Inc.	New$XX.XM	New$XX.XM
KYTX	Kyverna Therapeutics, Inc.	Added$XX.XM	New$XX.XM
SLDB	Solid Biosciences Inc.	New$XX.XM	New$XX.XM
DYN	Dyne Therapeutics Inc.	New$XX.XM	New$XX.XM

Shared Positions (4)

Held by all 2 funds

Ticker	Company	Casdin	Commodore
RLAY	Relay Therapeutics Inc.	Added$XX.XM	Held$XX.XM
RNA	Avidity Biosciences Inc.	Held$XX.XM	New$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	Held$XX.XM
CTNM	Contineum Therapeutics, Inc.	Held$XX.XM	New$XX.XM