Commodore vs Deep — Portfolio Comparison

Commodore vs Deep — Portfolio Comparison | BiotechEdge

Converging (24)

Funds agree

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

Ticker	Company	Commodore	Deep
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Added$XX.XM
ALKS	Alkermes plc	Added$XX.XM	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	Added$XX.XM
NUVL	Nuvalent Inc.	Added$XX.XM	New$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Trimmed$XX.XM	Trimmed$XX.XM
SLNO	Soleno Therapeutics Inc.	Added$XX.XM	New$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
AUTL	Autolus Therapeutics plc	New$XX.XM	Added$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	Added$XX.XM	New$XX.XM
KURA	Kura Oncology, Inc.	Added$XX.XM	Added$XX.XM
ENGNW	enGene Holdings Inc.	New$XX.XM	Added$XX.XM
ANRO	Alto Neuroscience, Inc.	New$XX.XM	New$XX.XM
ENTA	Enanta Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
NKTX	Nkarta, Inc.	Added$XX.XM	New$XX.XM
RNA	Avidity Biosciences Inc.	New$XX.XM	New$XX.XM
PEPG	PepGen Inc.	Added$XX.XM	New$XX.XM
ALLK	Allakos Inc.	New$XX.XM	New$XX.XM
NGNE	Neurogene Inc.	Added$XX.XM	New$XX.XM
ACRS	Aclaris Therapeutics Inc.	New$XX.XM	New$XX.XM
CBIO	Crescent Biopharma, 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	Deep
IMVT	Immunovant Inc.	Held$XX.XM	Added$XX.XM
APGE	Apogee Therapeutics Inc.	Added$XX.XM	Held$XX.XM
CLDX	Celldex Therapeutics Inc.	Trimmed$XX.XM	Held$XX.XM
ORKA	Oruka Therapeutics, Inc.	Held$XX.XM	Trimmed$XX.XM
TERN	Terns Pharmaceuticals Inc.	Trimmed$XX.XM	Held$XX.XM
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	New$XX.XM
LBRX	LB Pharmaceuticals Inc.	Held$XX.XM	Held$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Held$XX.XM
TNGX	Tango Therapeutics Inc.	Held$XX.XM	Added$XX.XM
AVTX	Avalo 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	Deep
VERA	Vera Therapeutics Inc.	Trimmed$XX.XM	New$XX.XM
PTGX	Protagonist Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
DYN	Dyne Therapeutics Inc.	New$XX.XM	Trimmed$XX.XM
SYRE	Spyre Therapeutics, Inc.	Added$XX.XM	Trimmed$XX.XM
CNTA	Centessa Pharmaceuticals plc	Trimmed$XX.XM	Added$XX.XM

+1 more divergent positions. Unlock with free trial