Commodore vs Deep vs Eventide — Portfolio Comparison

Commodore vs Deep vs Eventide — Portfolio Comparison | BiotechEdge

Converging (5)

Funds agree

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

Ticker	Company	Commodore	Deep	Eventide
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	Added$XX.XM	New$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM
SLNO	Soleno Therapeutics Inc.	Added$XX.XM	New$XX.XM	New$XX.XM

Shared Positions (4)

Held by all 3 funds

Ticker	Company	Commodore	Deep	Eventide
CLDX	Celldex Therapeutics Inc.	Added$XX.XM	Held$XX.XM	Added$XX.XM
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	New$XX.XM	Held$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Held$XX.XM	Trimmed$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	Held$XX.XM	New$XX.XM	Added$XX.XM

Divergent Activity (11)

Funds disagree

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

Ticker	Company	Commodore	Deep	Eventide
GH	Guardant Health Inc.	—	Added$XX.XM	Trimmed$XX.XM
INSM	Insmed Incorporated	—	Added$XX.XM	Trimmed$XX.XM
AXSM	Axsome Therapeutics Inc.	—	Added$XX.XM	Trimmed$XX.XM
VERA	Vera Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM	—
IONS	Ionis Pharmaceuticals Inc.	—	Trimmed$XX.XM	Added$XX.XM

+6 more divergent positions. Unlock with free trial

Partial Overlap (29)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Commodore	Deep	Eventide
ARGX	argenx SE	—	Trimmed$XX.XM	Trimmed$XX.XM
VRNA	Verona Pharma plc	—	Trimmed$XX.XM	Trimmed$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	Added$XX.XM	—
CYTK	Cytokinetics Incorporated	—	Added$XX.XM	Held$XX.XM
ALKS	Alkermes plc	Added$XX.XM	Added$XX.XM	—
NUVL	Nuvalent Inc.	Added$XX.XM	Added$XX.XM	—
DVAX	Dynavax Technologies Corporation	—	Held$XX.XM	Added$XX.XM
APLS	Apellis Pharmaceuticals Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
EXAS	Exact Sciences Corporation	—	New$XX.XM	Held$XX.XM
APGE	Apogee Therapeutics Inc.	—	Held$XX.XM	Added$XX.XM
OCUL	Ocular Therapeutix Inc.	New$XX.XM	Added$XX.XM	—
ALNY	Alnylam Pharmaceuticals Inc.	—	New$XX.XM	Added$XX.XM
ORKA	Oruka Therapeutics, Inc.	Held$XX.XM	Trimmed$XX.XM	—
SYRE	Spyre Therapeutics, Inc.	Trimmed$XX.XM	Trimmed$XX.XM	—
BBIO	BridgeBio Pharma Inc.	—	Added$XX.XM	Added$XX.XM
GERN	Geron Corporation	—	Added$XX.XM	Added$XX.XM
MBX	MBX Biosciences, Inc.	—	Added$XX.XM	New$XX.XM
FDMT	4D Molecular Therapeutics, Inc.	—	Added$XX.XM	New$XX.XM
LBRX	LB Pharmaceuticals Inc.	Held$XX.XM	Held$XX.XM	—
AGIO	Agios Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM	—
MNMD	Mind Medicine Inc.	New$XX.XM	New$XX.XM	—
DFTX	Definium Therapeutics, Inc.	New$XX.XM	New$XX.XM	—
SRPT	Sarepta Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
CELC	Celcuity Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
TGTX	TG Therapeutics Inc.	—	New$XX.XM	Held$XX.XM
KURA	Kura Oncology, Inc.	Added$XX.XM	Added$XX.XM	—
CRVS	Corvus Pharmaceuticals Inc.	New$XX.XM	New$XX.XM	—
RNA	Avidity Biosciences Inc.	—	New$XX.XM	Added$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM

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

Unlock the full comparison

Converging (5)

Shared Positions (4)

Divergent Activity (11)

Partial Overlap (29)

See what makes each fund unique

Commodore Capital22 unique

Deep Track Capital59 unique

Eventide Asset Management45 unique