Commodore vs Cormorant vs Deep — Portfolio Comparison

Commodore vs Cormorant vs Deep — Portfolio Comparison | BiotechEdge

Converging (2)

Funds agree

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

Ticker	Company	Commodore	Cormorant	Deep
AUTL	Autolus Therapeutics plc	New$XX.XM	Added$XX.XM	Added$XX.XM
ENGNW	enGene Holdings Inc.	New$XX.XM	Added$XX.XM	Added$XX.XM

Ticker	Company	Commodore	Cormorant	Deep
AAVXF	Abivax S.A.	Held$XX.XM	Trimmed$XX.XM	Held$XX.XM
ORKA	Oruka Therapeutics, Inc.	Held$XX.XM	Held$XX.XM	Trimmed$XX.XM

Divergent Activity (16)

Funds disagree

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

Ticker	Company	Commodore	Cormorant	Deep
PCVX	Vaxcyte Inc.	Added$XX.XM	Trimmed$XX.XM	Added$XX.XM
BBIO	BridgeBio Pharma Inc.	—	Trimmed$XX.XM	Added$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	Trimmed$XX.XM	Added$XX.XM
GPCR	Structure Therapeutics Inc.	—	Added$XX.XM	Trimmed$XX.XM
TARS	Tarsus Pharmaceuticals Inc.	—	Trimmed$XX.XM	Added$XX.XM

+11 more divergent positions. Unlock with free trial

Partial Overlap (38)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Commodore	Cormorant	Deep
MLTX	MoonLake Immunotherapeutics	—	Added$XX.XM	Added$XX.XM
APLS	Apellis Pharmaceuticals Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
AXSM	Axsome Therapeutics Inc.	—	Held$XX.XM	Added$XX.XM
ALKS	Alkermes plc	Added$XX.XM	—	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
APGE	Apogee Therapeutics Inc.	Added$XX.XM	—	Held$XX.XM
NUVL	Nuvalent Inc.	Added$XX.XM	—	New$XX.XM
ACLX	Arcellx Inc.	—	Added$XX.XM	New$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
ELVN	Enliven Therapeutics, Inc.	Added$XX.XM	New$XX.XM	—
PLRX	Pliant Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
SLNO	Soleno Therapeutics Inc.	Added$XX.XM	—	New$XX.XM
CLDX	Celldex Therapeutics Inc.	Trimmed$XX.XM	—	Held$XX.XM
EWTX	Edgewise Therapeutics, Inc.	—	Held$XX.XM	Added$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	—	Added$XX.XM
AGIO	Agios Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM
MNMD	Mind Medicine Inc.	New$XX.XM	—	New$XX.XM
OLMA	Olema Pharmaceuticals, Inc.	—	Added$XX.XM	Held$XX.XM
TERN	Terns Pharmaceuticals Inc.	Trimmed$XX.XM	—	Held$XX.XM
DRUG	Bright Minds Biosciences Inc.	Held$XX.XM	Held$XX.XM	—
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	—	New$XX.XM
PHVS	Pharvaris N.V.	Added$XX.XM	Added$XX.XM	—
LBRX	LB Pharmaceuticals Inc.	Held$XX.XM	—	Held$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	Trimmed$XX.XM	Trimmed$XX.XM	—
AMLX	Amylyx Pharmaceuticals, Inc.	Added$XX.XM	—	New$XX.XM
KRRO	Korro Bio, Inc.	—	Held$XX.XM	Added$XX.XM
CBAY	CymaBay Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
SRPT	Sarepta Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM	—
KURA	Kura Oncology, Inc.	Added$XX.XM	—	Added$XX.XM
RNA	Avidity Biosciences Inc.	—	Added$XX.XM	New$XX.XM
GHRS	GH Research PLC	—	Trimmed$XX.XM	Held$XX.XM
NKTX	Nkarta, Inc.	Added$XX.XM	New$XX.XM	—
SNDX	Syndax Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM	—
ATXS	Astria Therapeutics Inc.	—	Added$XX.XM	New$XX.XM
IDYA	IDEAYA Biosciences Inc.	Held$XX.XM	Held$XX.XM	—
TNGX	Tango Therapeutics Inc.	—	New$XX.XM	Added$XX.XM

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

Unlock the full comparison

Converging (2)

Shared Positions (2)

Divergent Activity (16)

Partial Overlap (38)

See what makes each fund unique

Commodore Capital17 unique

Cormorant Asset Management26 unique

Deep Track Capital66 unique