Casdin vs Deerfield — Portfolio Comparison

Casdin vs Deerfield — Portfolio Comparison | BiotechEdge

Converging (9)

Funds agree

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

Ticker	Company	Casdin	Deerfield
RVMD	Revolution Medicines Inc.	Trimmed$XX.XM	Trimmed$XX.XM
LEGN	Legend Biotech Corporation	New$XX.XM	Added$XX.XM
GH	Guardant Health Inc.	Added$XX.XM	Added$XX.XM
TXG	10x Genomics Inc.	New$XX.XM	Added$XX.XM
KYTX	Kyverna Therapeutics, Inc.	Added$XX.XM	New$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	Added$XX.XM
NGNE	Neurogene Inc.	Added$XX.XM	New$XX.XM
MRNA	Moderna Inc.	New$XX.XM	Added$XX.XM
FATE	Fate Therapeutics Inc.	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Casdin	Deerfield
WGSWW	GeneDx Holdings Corp.	Held$XX.XM	New$XX.XM
SPRY	ARS Pharmaceuticals, Inc.	Held$XX.XM	Trimmed$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	New$XX.XM	Held$XX.XM
BBIO	BridgeBio Pharma Inc.	Held$XX.XM	Held$XX.XM
BEAM	Beam Therapeutics Inc.	Held$XX.XM	New$XX.XM
DNLI	Denali Therapeutics Inc.	Held$XX.XM	Held$XX.XM
VCYT	Veracyte, Inc.	Trimmed$XX.XM	Held$XX.XM
SEPN	Septerna, Inc.	Held$XX.XM	New$XX.XM
PRME	Prime Medicine, Inc.	Added$XX.XM	Held$XX.XM
TSHA	Taysha Gene Therapies, Inc.	New$XX.XM	Held$XX.XM
VSTM	Verastem, Inc.	New$XX.XM	Held$XX.XM
PACB	Pacific Biosciences OF California, Inc.	Held$XX.XM	New$XX.XM

Funds disagree

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

Ticker	Company	Casdin	Deerfield
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
FDMT	4D Molecular Therapeutics, Inc.	Trimmed$XX.XM	New$XX.XM