Commodore vs RA — Portfolio Comparison

Commodore vs RA — Portfolio Comparison | BiotechEdge

Converging (20)

Funds agree

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

Ticker	Company	Commodore	RA
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM
NUVL	Nuvalent Inc.	Added$XX.XM	Added$XX.XM
DYN	Dyne Therapeutics Inc.	New$XX.XM	Added$XX.XM
PEPG	PepGen Inc.	Added$XX.XM	Added$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	Added$XX.XM
ELVN	Enliven Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	Added$XX.XM	New$XX.XM
DAWN	Day One Biopharmaceuticals Inc.	New$XX.XM	Added$XX.XM
NKTX	Nkarta, Inc.	Added$XX.XM	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	Added$XX.XM
KURA	Kura Oncology, Inc.	Added$XX.XM	New$XX.XM
ARVN	Arvinas Inc.	Added$XX.XM	New$XX.XM
ABOS	Acumen Pharmaceuticals, Inc.	New$XX.XM	Added$XX.XM
SLDB	Solid Biosciences Inc.	New$XX.XM	Added$XX.XM
PALI	Palisade Bio, Inc.	New$XX.XM	New$XX.XM
MGNX	Macrogenics Inc.	New$XX.XM	New$XX.XM
CTNM	Contineum Therapeutics, Inc.	New$XX.XM	New$XX.XM
RZLT	Rezolute, Inc.	New$XX.XM	New$XX.XM
ENTA	Enanta Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
ALLK	Allakos Inc.	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Commodore	RA
RNA	Avidity Biosciences Inc.	New$XX.XM	Held$XX.XM
TYRA	Tyra Biosciences, Inc.	Held$XX.XM	Held$XX.XM
CBAY	CymaBay Therapeutics Inc.	Held$XX.XM	New$XX.XM
APGE	Apogee Therapeutics Inc.	Added$XX.XM	Held$XX.XM
LBRX	LB Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM
ASMB	Assembly Biosciences, Inc.	Held$XX.XM	Held$XX.XM
IDYA	IDEAYA Biosciences Inc.	Held$XX.XM	New$XX.XM
CCCC	C4 Therapeutics Inc.	Trimmed$XX.XM	Held$XX.XM
ACRS	Aclaris Therapeutics Inc.	New$XX.XM	Held$XX.XM
CELC	Celcuity Inc.	Trimmed$XX.XM	Held$XX.XM
DRUG	Bright Minds Biosciences Inc.	Held$XX.XM	New$XX.XM
CTMX	CytomX Therapeutics Inc.	Held$XX.XM	Held$XX.XM
SABSW	SAB Biotherapeutics, Inc.	Held$XX.XM	Held$XX.XM
TNGX	Tango Therapeutics Inc.	Held$XX.XM	Held$XX.XM
AVTX	Avalo Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
ACET	Adicet Bio, Inc.	New$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Commodore	RA
RYTM	Rhythm Pharmaceuticals Inc.	Trimmed$XX.XM	Added$XX.XM
CLDX	Celldex Therapeutics Inc.	Trimmed$XX.XM	New$XX.XM
ANRO	Alto Neuroscience, Inc.	New$XX.XM	Trimmed$XX.XM