Cormorant vs Deep vs Driehaus — Portfolio Comparison

Cormorant vs Deep vs Driehaus — 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	Driehaus
RNA	Avidity Biosciences Inc.	Added$XX.XM	New$XX.XM	Added$XX.XM

Ticker	Company	Cormorant	Deep	Driehaus
EWTX	Edgewise Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	Added$XX.XM
KRRO	Korro Bio, Inc.	Held$XX.XM	Added$XX.XM	Added$XX.XM

Divergent Activity (23)

Funds disagree

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

Ticker	Company	Cormorant	Deep	Driehaus
PRAX	Praxis Precision Medicines, Inc.	Trimmed$XX.XM	—	Added$XX.XM
BBIO	BridgeBio Pharma Inc.	Trimmed$XX.XM	Added$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	Trimmed$XX.XM	Added$XX.XM	Trimmed$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM	Added$XX.XM
TARS	Tarsus Pharmaceuticals Inc.	Trimmed$XX.XM	Added$XX.XM	Added$XX.XM

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Partial Overlap (31)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Cormorant	Deep	Driehaus
MLTX	MoonLake Immunotherapeutics	Added$XX.XM	Added$XX.XM	—
GH	Guardant Health Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM
APGE	Apogee Therapeutics Inc.	—	Held$XX.XM	Added$XX.XM
ITCI	Intra-Cellular Therapies Inc.	—	Held$XX.XM	Added$XX.XM
DVAX	Dynavax Technologies Corporation	—	Held$XX.XM	Added$XX.XM
AAVXF	Abivax S.A.	Trimmed$XX.XM	Held$XX.XM	—
RXDX	Prometheus Biosciences Inc.	New$XX.XM	—	New$XX.XM
TVTX	Travere Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
ACLX	Arcellx Inc.	Added$XX.XM	New$XX.XM	—
NRIX	Nurix Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
PLRX	Pliant Therapeutics Inc.	New$XX.XM	Added$XX.XM	—
JANX	Janux Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
AUTL	Autolus Therapeutics plc	Added$XX.XM	Added$XX.XM	—
ALKS	Alkermes plc	—	Added$XX.XM	New$XX.XM
BMEA	Biomea Fusion Inc.	New$XX.XM	—	New$XX.XM
KYMR	Kymera Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
NUVL	Nuvalent Inc.	—	New$XX.XM	Added$XX.XM
DRUG	Bright Minds Biosciences Inc.	Held$XX.XM	—	New$XX.XM
OLMA	Olema Pharmaceuticals, Inc.	Added$XX.XM	Held$XX.XM	—
MNMD	Mind Medicine Inc.	—	New$XX.XM	Added$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	—	Held$XX.XM	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	—	Held$XX.XM	New$XX.XM
TGTX	TG Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
IVVD	Invivyd, Inc.	—	New$XX.XM	Added$XX.XM
SLNO	Soleno Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
ENGNW	enGene Holdings Inc.	Added$XX.XM	Added$XX.XM	—
AMLX	Amylyx Pharmaceuticals, Inc.	—	New$XX.XM	Added$XX.XM
NBIX	Neurocrine Biosciences Inc.	—	New$XX.XM	Added$XX.XM
GHRS	GH Research PLC	Trimmed$XX.XM	Held$XX.XM	—
ATXS	Astria Therapeutics Inc.	—	New$XX.XM	Added$XX.XM

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

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Converging (1)

Shared Positions (2)

Divergent Activity (23)

Partial Overlap (31)

See what makes each fund unique

Cormorant Asset Management21 unique

Deep Track Capital53 unique

Driehaus Capital53 unique