Casdin vs Cormorant — Portfolio Comparison

Casdin vs Cormorant — Portfolio Comparison | BiotechEdge

Converging (8)

Funds agree

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

Ticker	Company	Casdin	Cormorant
RXDX	Prometheus Biosciences Inc.	New$XX.XM	New$XX.XM
SRPT	Sarepta Therapeutics Inc.	Added$XX.XM	Added$XX.XM
PLRX	Pliant Therapeutics Inc.	New$XX.XM	New$XX.XM
SNDX	Syndax Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	New$XX.XM
PRME	Prime Medicine, Inc.	Added$XX.XM	New$XX.XM
GLUE	Monte Rosa Therapeutics, Inc.	New$XX.XM	New$XX.XM
KYTX	Kyverna Therapeutics, Inc.	Added$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Casdin	Cormorant
BBIO	BridgeBio Pharma Inc.	Held$XX.XM	Trimmed$XX.XM
RNA	Avidity Biosciences Inc.	Held$XX.XM	Added$XX.XM
VERV	Verve Therapeutics Inc.	Added$XX.XM	Held$XX.XM
SPRY	ARS Pharmaceuticals, Inc.	Held$XX.XM	Added$XX.XM
SEPN	Septerna, Inc.	Held$XX.XM	New$XX.XM
LIANY	LianBio	Held$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Casdin	Cormorant
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
NGNE	Neurogene Inc.	Added$XX.XM	Trimmed$XX.XM