Commodore vs OrbiMed — Portfolio Comparison

Commodore vs OrbiMed — Portfolio Comparison | BiotechEdge

Converging (9)

Funds agree

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

Ticker	Company	Commodore	OrbiMed
XENE	Xenon Pharmaceuticals Inc.	Trimmed$XX.XM	Trimmed$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	New$XX.XM
AGIO	Agios Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Added$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	Added$XX.XM	New$XX.XM
SNDX	Syndax Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
MNMD	Mind Medicine Inc.	New$XX.XM	Added$XX.XM
ORIC	ORIC Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	Commodore	OrbiMed
ELVN	Enliven Therapeutics, Inc.	Added$XX.XM	Held$XX.XM
TYRA	Tyra Biosciences, Inc.	Held$XX.XM	Added$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Trimmed$XX.XM
CTMX	CytomX Therapeutics Inc.	Held$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Commodore	OrbiMed
PCVX	Vaxcyte Inc.	Added$XX.XM	Trimmed$XX.XM
VERA	Vera Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	Trimmed$XX.XM	New$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	Trimmed$XX.XM	Added$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	New$XX.XM	Trimmed$XX.XM

+3 more divergent positions. Unlock with free trial