Cormorant vs Deep vs Deerfield — Portfolio Comparison

Cormorant vs Deep vs Deerfield — Portfolio Comparison | BiotechEdge

Converging (1)

Funds agree

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

Ticker	Company	Cormorant	Deep	Deerfield
TNGX	Tango Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Funds disagree

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

Ticker	Company	Cormorant	Deep	Deerfield
PRAX	Praxis Precision Medicines, Inc.	Trimmed$XX.XM	—	Added$XX.XM
BBIO	BridgeBio Pharma Inc.	Trimmed$XX.XM	Added$XX.XM	Held$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Trimmed$XX.XM	Trimmed$XX.XM	New$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	Trimmed$XX.XM	Added$XX.XM	—

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Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Cormorant	Deep	Deerfield
NUVL	Nuvalent Inc.	—	Added$XX.XM	Held$XX.XM
MLTX	MoonLake Immunotherapeutics	Added$XX.XM	Added$XX.XM	—
IONS	Ionis Pharmaceuticals Inc.	—	Trimmed$XX.XM	Held$XX.XM
COGT	Cogent Biosciences Inc.	—	Added$XX.XM	Held$XX.XM
VERA	Vera Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
GH	Guardant Health Inc.	—	Added$XX.XM	Added$XX.XM
ITCI	Intra-Cellular Therapies Inc.	—	Held$XX.XM	New$XX.XM
DVAX	Dynavax Technologies Corporation	—	Held$XX.XM	Held$XX.XM
AXSM	Axsome Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
AAVXF	Abivax S.A.	Trimmed$XX.XM	Held$XX.XM	—
ALMS	Alumis Inc.	Added$XX.XM	New$XX.XM	—
NBIX	Neurocrine Biosciences Inc.	—	New$XX.XM	New$XX.XM
BMRN	BioMarin Pharmaceutical Inc.	—	Added$XX.XM	Added$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	—	New$XX.XM	Held$XX.XM
ACLX	Arcellx Inc.	Added$XX.XM	New$XX.XM	—
KURA	Kura Oncology, Inc.	—	Added$XX.XM	Added$XX.XM
PLRX	Pliant Therapeutics Inc.	New$XX.XM	Added$XX.XM	—
AUTL	Autolus Therapeutics plc	Added$XX.XM	Added$XX.XM	—
PHVS	Pharvaris N.V.	Added$XX.XM	—	Held$XX.XM
BCAX	Bicara Therapeutics Inc.	—	Added$XX.XM	New$XX.XM
OLMA	Olema Pharmaceuticals, Inc.	Added$XX.XM	Held$XX.XM	—
CRMD	CorMedix Inc.	—	Added$XX.XM	New$XX.XM
KYMR	Kymera Therapeutics Inc.	—	New$XX.XM	Held$XX.XM
KRRO	Korro Bio, Inc.	Held$XX.XM	Added$XX.XM	—
ENGNW	enGene Holdings Inc.	Added$XX.XM	Added$XX.XM	—
CGON	CG Oncology, Inc.	Held$XX.XM	—	Added$XX.XM