Casdin vs Cormorant vs Deep — Portfolio Comparison

Casdin vs Cormorant vs Deep — Portfolio Comparison | BiotechEdge

Converging (3)

Funds agree

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

Ticker	Company	Casdin	Cormorant	Deep
SRPT	Sarepta Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM
PLRX	Pliant Therapeutics Inc.	New$XX.XM	New$XX.XM	Added$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	New$XX.XM	Added$XX.XM

Ticker	Company	Casdin	Cormorant	Deep
RNA	Avidity Biosciences Inc.	Held$XX.XM	Added$XX.XM	New$XX.XM

Funds disagree

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

Ticker	Company	Casdin	Cormorant	Deep
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM	Trimmed$XX.XM
BBIO	BridgeBio Pharma Inc.	—	Trimmed$XX.XM	Added$XX.XM
IMVT	Immunovant Inc.	—	Trimmed$XX.XM	Added$XX.XM
GH	Guardant Health Inc.	Added$XX.XM	—	Trimmed$XX.XM
TARS	Tarsus Pharmaceuticals Inc.	—	Trimmed$XX.XM	Added$XX.XM

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Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Casdin	Cormorant	Deep
MLTX	MoonLake Immunotherapeutics	—	Added$XX.XM	Added$XX.XM
APLS	Apellis Pharmaceuticals Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
AXSM	Axsome Therapeutics Inc.	—	Held$XX.XM	Added$XX.XM
AAVXF	Abivax S.A.	—	Trimmed$XX.XM	Held$XX.XM
MAZE	Maze Therapeutics, Inc.	Held$XX.XM	—	Added$XX.XM
RXDX	Prometheus Biosciences Inc.	New$XX.XM	New$XX.XM	—
ALNY	Alnylam Pharmaceuticals Inc.	New$XX.XM	—	New$XX.XM
NTLA	Intellia Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
ACLX	Arcellx Inc.	—	Added$XX.XM	New$XX.XM
AUTL	Autolus Therapeutics plc	—	Added$XX.XM	Added$XX.XM
EWTX	Edgewise Therapeutics, Inc.	—	Held$XX.XM	Added$XX.XM
OLMA	Olema Pharmaceuticals, Inc.	—	Added$XX.XM	Held$XX.XM
BEAM	Beam Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
ORKA	Oruka Therapeutics, Inc.	—	Held$XX.XM	Trimmed$XX.XM
KRRO	Korro Bio, Inc.	—	Held$XX.XM	Added$XX.XM
ENGNW	enGene Holdings Inc.	—	Added$XX.XM	Added$XX.XM
SEPN	Septerna, Inc.	Held$XX.XM	—	New$XX.XM
GHRS	GH Research PLC	—	Trimmed$XX.XM	Held$XX.XM
ATXS	Astria Therapeutics Inc.	—	Added$XX.XM	New$XX.XM
SPRY	ARS Pharmaceuticals, Inc.	Held$XX.XM	Added$XX.XM	—