Commodore vs Cormorant — Portfolio Comparison

Commodore vs Cormorant — Portfolio Comparison | BiotechEdge

Converging (18)

Funds agree

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

Ticker	Company	Commodore	Cormorant
RXDX	Prometheus Biosciences Inc.	New$XX.XM	New$XX.XM
ELVN	Enliven Therapeutics, Inc.	Added$XX.XM	New$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	Added$XX.XM
CNTA	Centessa Pharmaceuticals plc	Trimmed$XX.XM	Trimmed$XX.XM
PTGX	Protagonist Therapeutics Inc.	Trimmed$XX.XM	Trimmed$XX.XM
PHVS	Pharvaris N.V.	Added$XX.XM	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	Added$XX.XM	New$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	Trimmed$XX.XM	Trimmed$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	New$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	Added$XX.XM	New$XX.XM
ENGNW	enGene Holdings Inc.	New$XX.XM	Added$XX.XM
RNA	Avidity Biosciences Inc.	New$XX.XM	Added$XX.XM
AUTL	Autolus Therapeutics plc	New$XX.XM	Added$XX.XM
NKTX	Nkarta, Inc.	Added$XX.XM	New$XX.XM
SNDX	Syndax Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
KYTX	Kyverna Therapeutics, Inc.	New$XX.XM	New$XX.XM
MRSN	Mersana Therapeutics Inc.	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Commodore	Cormorant
AAVXF	Abivax S.A.	Held$XX.XM	Trimmed$XX.XM
DRUG	Bright Minds Biosciences Inc.	Held$XX.XM	Held$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	Trimmed$XX.XM
CBAY	CymaBay Therapeutics Inc.	Held$XX.XM	Added$XX.XM
ORKA	Oruka Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
IDYA	IDEAYA Biosciences Inc.	Held$XX.XM	Held$XX.XM
TNGX	Tango Therapeutics Inc.	Held$XX.XM	New$XX.XM

Funds disagree

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

Ticker	Company	Commodore	Cormorant
PCVX	Vaxcyte Inc.	Added$XX.XM	Trimmed$XX.XM
CABA	Cabaletta Bio, Inc.	Trimmed$XX.XM	Added$XX.XM
NGNE	Neurogene Inc.	Added$XX.XM	Trimmed$XX.XM