Casdin vs Deerfield vs Driehaus — Portfolio Comparison

Casdin vs Deerfield vs Driehaus — Portfolio Comparison | BiotechEdge

Divergent Activity (12)

Funds disagree

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

Ticker	Company	Casdin	Deerfield	Driehaus
WGSWW	GeneDx Holdings Corp.	Held$XX.XM	New$XX.XM	Trimmed$XX.XM
GH	Guardant Health Inc.	Added$XX.XM	Added$XX.XM	Trimmed$XX.XM
OSCR	Oscar Health, Inc.	—	Trimmed$XX.XM	Added$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM	Added$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	—	Added$XX.XM	Trimmed$XX.XM

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Partial Overlap (33)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Casdin	Deerfield	Driehaus
NUVL	Nuvalent Inc.	—	Held$XX.XM	Added$XX.XM
GKOS	Glaukos Corporation	—	Held$XX.XM	Trimmed$XX.XM
PRAX	Praxis Precision Medicines, Inc.	—	Added$XX.XM	Added$XX.XM
RVMD	Revolution Medicines Inc.	Trimmed$XX.XM	Trimmed$XX.XM	—
NTRA	Natera Inc.	—	Held$XX.XM	Added$XX.XM
INSP	Inspire Medical Systems, Inc.	—	Added$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	—	Held$XX.XM	Added$XX.XM
NBIX	Neurocrine Biosciences Inc.	—	New$XX.XM	Added$XX.XM
CELC	Celcuity Inc.	—	Added$XX.XM	Added$XX.XM
BBIO	BridgeBio Pharma Inc.	—	Held$XX.XM	Added$XX.XM
APGE	Apogee Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
EWTX	Edgewise Therapeutics, Inc.	—	Added$XX.XM	Added$XX.XM
INSM	Insmed Incorporated	—	Added$XX.XM	Added$XX.XM
IDYA	IDEAYA Biosciences Inc.	—	Held$XX.XM	Added$XX.XM
RLAY	Relay Therapeutics Inc.	Added$XX.XM	—	New$XX.XM
RNA	Avidity Biosciences Inc.	Held$XX.XM	—	Added$XX.XM
APLS	Apellis Pharmaceuticals Inc.	—	New$XX.XM	Added$XX.XM
PTCT	PTC Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	—	Added$XX.XM	Added$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	—	New$XX.XM	Added$XX.XM
CMPS	COMPASS Pathways plc	—	Added$XX.XM	Added$XX.XM
LNTH	Lantheus Holdings Inc.	—	Added$XX.XM	Added$XX.XM
ATEC	Alphatec Holdings, Inc.	—	Added$XX.XM	Added$XX.XM
PODD	Insulet Corp.	—	Added$XX.XM	Added$XX.XM
ITCI	Intra-Cellular Therapies Inc.	—	New$XX.XM	Added$XX.XM
CDNA	CareDx Inc.	—	Held$XX.XM	Added$XX.XM
LIVN	LivaNova PLC	—	New$XX.XM	Added$XX.XM
NEO	Neogenomics Inc.	—	Added$XX.XM	Added$XX.XM
BBNX	Beta Bionics, Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
TXG	10x Genomics Inc.	New$XX.XM	Added$XX.XM	—
KRYS	Krystal Biotech Inc.	—	New$XX.XM	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	—	New$XX.XM	New$XX.XM
XERS	Xeris Biopharma Holdings, Inc.	—	Held$XX.XM	Added$XX.XM

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

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Divergent Activity (12)

Partial Overlap (33)

See what makes each fund unique

Casdin Capital18 unique

Deerfield Management65 unique

Driehaus Capital61 unique