Casdin vs Deep vs Driehaus — Portfolio Comparison

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

Casdin vs Deep vs Driehaus — Portfolio Comparison | BiotechEdge

Divergent Activity (19)

Funds disagree

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

Ticker	Company	Casdin	Deep	Driehaus
GH	Guardant Health Inc.	Added$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Trimmed$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	—	Added$XX.XM	Trimmed$XX.XM
PTGX	Protagonist Therapeutics Inc.	—	Added$XX.XM	Trimmed$XX.XM
XENE	Xenon Pharmaceuticals Inc.	—	Trimmed$XX.XM	Added$XX.XM

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Partial Overlap (31)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Casdin	Deep	Driehaus
WGSWW	GeneDx Holdings Corp.	Held$XX.XM	—	Trimmed$XX.XM
TARS	Tarsus Pharmaceuticals Inc.	—	Added$XX.XM	Added$XX.XM
APGE	Apogee Therapeutics Inc.	—	Held$XX.XM	Added$XX.XM
ITCI	Intra-Cellular Therapies Inc.	—	Held$XX.XM	Added$XX.XM
CYTK	Cytokinetics Incorporated	—	Added$XX.XM	Added$XX.XM
DVAX	Dynavax Technologies Corporation	—	Held$XX.XM	Added$XX.XM
SRPT	Sarepta Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
BBIO	BridgeBio Pharma Inc.	—	Added$XX.XM	Added$XX.XM
MAZE	Maze Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	—
INSM	Insmed Incorporated	—	Added$XX.XM	Added$XX.XM
TVTX	Travere Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
NTLA	Intellia Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
NRIX	Nurix Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
PLRX	Pliant Therapeutics Inc.	New$XX.XM	Added$XX.XM	—
ALKS	Alkermes plc	—	Added$XX.XM	New$XX.XM
RLAY	Relay Therapeutics Inc.	Added$XX.XM	—	New$XX.XM
EWTX	Edgewise Therapeutics, Inc.	—	Added$XX.XM	Added$XX.XM
KYMR	Kymera Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
NUVL	Nuvalent Inc.	—	New$XX.XM	Added$XX.XM
MNMD	Mind Medicine Inc.	—	New$XX.XM	Added$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	—	Held$XX.XM	Added$XX.XM
BEAM	Beam Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
TERN	Terns Pharmaceuticals Inc.	—	Held$XX.XM	New$XX.XM
CNTA	Centessa Pharmaceuticals plc	—	Added$XX.XM	Added$XX.XM
TGTX	TG Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
IVVD	Invivyd, Inc.	—	New$XX.XM	Added$XX.XM
SLNO	Soleno Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
KRRO	Korro Bio, Inc.	—	Added$XX.XM	Added$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	—	New$XX.XM	Added$XX.XM
NBIX	Neurocrine Biosciences Inc.	—	New$XX.XM	Added$XX.XM
ATXS	Astria Therapeutics Inc.	—	New$XX.XM	Added$XX.XM

See Where Top Biotech Funds Agree — and Where They Don't

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Shared Positions (1)

Divergent Activity (19)

Partial Overlap (31)

See what makes each fund unique

Casdin Capital14 unique

Deep Track Capital57 unique

Driehaus Capital62 unique