Casdin vs Cormorant vs Deerfield — Portfolio Comparison

Casdin vs Cormorant vs Deerfield — Portfolio Comparison | BiotechEdge

Divergent Activity (10)

Funds disagree

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

Ticker	Company	Casdin	Cormorant	Deerfield
NAMSW	NewAmsterdam Pharma Co N.V.	—	Added$XX.XM	Trimmed$XX.XM
APLS	Apellis Pharmaceuticals Inc.	—	Trimmed$XX.XM	New$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM	Added$XX.XM
SPRY	ARS Pharmaceuticals, Inc.	—	Added$XX.XM	Trimmed$XX.XM
INSM	Insmed Incorporated	—	Trimmed$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	Deerfield
RVMD	Revolution Medicines Inc.	Held$XX.XM	—	Added$XX.XM
PRAX	Praxis Precision Medicines, Inc.	—	Trimmed$XX.XM	Held$XX.XM
WGSWW	GeneDx Holdings Corp.	Held$XX.XM	—	New$XX.XM
BBIO	BridgeBio Pharma Inc.	—	Trimmed$XX.XM	Held$XX.XM
PBLS	Parabilis Medicines, Inc.	—	New$XX.XM	New$XX.XM
PHVS	Pharvaris N.V.	—	Added$XX.XM	Added$XX.XM
RNA	Avidity Biosciences Inc.	Held$XX.XM	Added$XX.XM	—
SNDX	Syndax Pharmaceuticals Inc.	—	New$XX.XM	New$XX.XM
DRUG	Bright Minds Biosciences Inc.	—	Held$XX.XM	Added$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	New$XX.XM	—	Held$XX.XM
GH	Guardant Health Inc.	Added$XX.XM	—	Added$XX.XM
PLRX	Pliant Therapeutics Inc.	New$XX.XM	New$XX.XM	—
TXG	10x Genomics Inc.	Added$XX.XM	—	Added$XX.XM
CGON	CG Oncology, Inc.	—	Held$XX.XM	Added$XX.XM
AUTL	Autolus Therapeutics plc	—	Added$XX.XM	New$XX.XM
MAZE	Maze Therapeutics, Inc.	Held$XX.XM	New$XX.XM	—
VCYT	Veracyte, Inc.	Trimmed$XX.XM	—	Held$XX.XM
AGMB	Agomab Therapeutics NV	Held$XX.XM	Held$XX.XM	—
SYRE	Spyre Therapeutics, Inc.	—	New$XX.XM	Added$XX.XM