Casdin vs Deep vs Deerfield — Portfolio Comparison

Casdin vs Deep vs Deerfield — Portfolio Comparison | BiotechEdge

Converging (1)

Funds agree

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

Ticker	Company	Casdin	Deep	Deerfield
GH	Guardant Health Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Ticker	Company	Casdin	Deep	Deerfield
ALNY	Alnylam Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Casdin	Deep	Deerfield
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Trimmed$XX.XM	Added$XX.XM
VERA	Vera Therapeutics Inc.	—	Trimmed$XX.XM	Added$XX.XM
APLS	Apellis Pharmaceuticals Inc.	—	Trimmed$XX.XM	New$XX.XM
SWTX	SpringWorks Therapeutics Inc.	—	Trimmed$XX.XM	Added$XX.XM
EXAS	Exact Sciences Corporation	Trimmed$XX.XM	New$XX.XM	—

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Casdin	Deep	Deerfield
NUVL	Nuvalent Inc.	—	Added$XX.XM	Held$XX.XM
RVMD	Revolution Medicines Inc.	Held$XX.XM	—	Added$XX.XM
WGSWW	GeneDx Holdings Corp.	Held$XX.XM	New$XX.XM	—
COGT	Cogent Biosciences Inc.	—	Added$XX.XM	Held$XX.XM
IONS	Ionis Pharmaceuticals Inc.	—	Trimmed$XX.XM	Held$XX.XM
UTHR	United Therapeutics Corporation	—	New$XX.XM	Added$XX.XM
ITCI	Intra-Cellular Therapies Inc.	—	Held$XX.XM	New$XX.XM
INSM	Insmed Incorporated	—	Added$XX.XM	Added$XX.XM
DVAX	Dynavax Technologies Corporation	—	Held$XX.XM	Held$XX.XM
BMRN	BioMarin Pharmaceutical Inc.	—	Added$XX.XM	Added$XX.XM
TNGX	Tango Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
SRPT	Sarepta Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
NBIX	Neurocrine Biosciences Inc.	—	New$XX.XM	New$XX.XM
MAZE	Maze Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	—
NTLA	Intellia Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
BCAX	Bicara Therapeutics Inc.	—	Added$XX.XM	New$XX.XM
GRAL	Grail, Inc.	Added$XX.XM	Added$XX.XM	—
BBIO	BridgeBio Pharma Inc.	—	Added$XX.XM	Held$XX.XM
KURA	Kura Oncology, Inc.	—	Added$XX.XM	Added$XX.XM
PLRX	Pliant Therapeutics Inc.	New$XX.XM	Added$XX.XM	—
XENE	Xenon Pharmaceuticals Inc.	—	Trimmed$XX.XM	Held$XX.XM
CRMD	CorMedix Inc.	—	Added$XX.XM	New$XX.XM
KYMR	Kymera Therapeutics Inc.	—	New$XX.XM	Held$XX.XM
BEAM	Beam Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
PSNL	Personalis, Inc.	Added$XX.XM	Added$XX.XM	—
EWTX	Edgewise Therapeutics, Inc.	—	Added$XX.XM	Added$XX.XM
TXG	10x Genomics Inc.	Added$XX.XM	—	Added$XX.XM
SLDB	Solid Biosciences Inc.	—	Held$XX.XM	New$XX.XM