Cormorant vs Deep vs EcoR1 — Portfolio Comparison

Cormorant vs Deep vs EcoR1 — Portfolio Comparison | BiotechEdge

Converging (2)

Funds agree

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

Ticker	Company	Cormorant	Deep	EcoR1
MLTX	MoonLake Immunotherapeutics	Added$XX.XM	Added$XX.XM	New$XX.XM
SRPT	Sarepta Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Ticker	Company	Cormorant	Deep	EcoR1
EWTX	Edgewise Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	Held$XX.XM
RNA	Avidity Biosciences Inc.	Added$XX.XM	New$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Cormorant	Deep	EcoR1
APLS	Apellis Pharmaceuticals Inc.	Trimmed$XX.XM	Trimmed$XX.XM	Added$XX.XM
BBIO	BridgeBio Pharma Inc.	Trimmed$XX.XM	Added$XX.XM	Held$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM	New$XX.XM
IMVT	Immunovant Inc.	Trimmed$XX.XM	Added$XX.XM	—
PCVX	Vaxcyte Inc.	Trimmed$XX.XM	Added$XX.XM	Added$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	EcoR1
JAZZ	Jazz Pharmaceuticals plc	—	New$XX.XM	Held$XX.XM
ANAB	AnaptysBio Inc.	—	Added$XX.XM	Held$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	—	Held$XX.XM
SWTX	SpringWorks Therapeutics Inc.	—	Trimmed$XX.XM	Held$XX.XM
QURE	uniQure N.V.	—	Added$XX.XM	Held$XX.XM
GLPGF	Galapagos NV	—	New$XX.XM	Added$XX.XM
AXSM	Axsome Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
AAVXF	Abivax S.A.	Trimmed$XX.XM	Held$XX.XM	—
AKRO	Akero Therapeutics Inc.	—	Added$XX.XM	Held$XX.XM
JANX	Janux Therapeutics Inc.	Added$XX.XM	—	Held$XX.XM
ACLX	Arcellx Inc.	Added$XX.XM	New$XX.XM	—
KURA	Kura Oncology, Inc.	—	Added$XX.XM	Held$XX.XM
TNGX	Tango Therapeutics 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	—
OLMA	Olema Pharmaceuticals, Inc.	Added$XX.XM	Held$XX.XM	—
BCYC	Bicycle Therapeutics plc	—	Held$XX.XM	Held$XX.XM
NGNE	Neurogene Inc.	Trimmed$XX.XM	—	Held$XX.XM
KRRO	Korro Bio, Inc.	Held$XX.XM	Added$XX.XM	—
CLDX	Celldex Therapeutics Inc.	—	Held$XX.XM	New$XX.XM
NMRA	Neumora Therapeutics, Inc.	—	Added$XX.XM	Held$XX.XM
ENGNW	enGene Holdings Inc.	Added$XX.XM	Added$XX.XM	—
KYMR	Kymera Therapeutics Inc.	—	New$XX.XM	New$XX.XM
PHVS	Pharvaris N.V.	Added$XX.XM	—	New$XX.XM
CGON	CG Oncology, Inc.	Held$XX.XM	—	New$XX.XM
TECX	Tectonic Therapeutic, Inc.	—	Held$XX.XM	Held$XX.XM
ALEC	Alector Inc.	—	New$XX.XM	Held$XX.XM
GHRS	GH Research PLC	Trimmed$XX.XM	Held$XX.XM	—
ATXS	Astria Therapeutics Inc.	Added$XX.XM	New$XX.XM	—