Cormorant vs Deerfield — Portfolio Comparison

Cormorant vs Deerfield — Portfolio Comparison | BiotechEdge

Converging (13)

Funds agree

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

Ticker	Company	Cormorant	Deerfield
TNGX	Tango Therapeutics Inc.	Added$XX.XM	Added$XX.XM
SNDX	Syndax Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Added$XX.XM
CGEM	Cullinan Therapeutics, Inc.	New$XX.XM	Added$XX.XM
NKTX	Nkarta, Inc.	New$XX.XM	Added$XX.XM
AUTL	Autolus Therapeutics plc	Added$XX.XM	New$XX.XM
ENGNW	enGene Holdings Inc.	Added$XX.XM	New$XX.XM
KYTX	Kyverna Therapeutics, Inc.	New$XX.XM	New$XX.XM
SYRE	Spyre Therapeutics, Inc.	New$XX.XM	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
SEPN	Septerna, Inc.	New$XX.XM	New$XX.XM
CMPS	COMPASS Pathways plc	New$XX.XM	Added$XX.XM
ANAB	AnaptysBio Inc.	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Cormorant	Deerfield
BBIO	BridgeBio Pharma Inc.	Trimmed$XX.XM	Held$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	Held$XX.XM
PHVS	Pharvaris N.V.	Added$XX.XM	Held$XX.XM
IDYA	IDEAYA Biosciences Inc.	Held$XX.XM	Held$XX.XM
DRUG	Bright Minds Biosciences Inc.	Held$XX.XM	Added$XX.XM
IRON	Disc Medicine Inc.	Held$XX.XM	Held$XX.XM
STOK	Stoke Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
CGON	CG Oncology, Inc.	Held$XX.XM	Added$XX.XM

Funds disagree

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

Ticker	Company	Cormorant	Deerfield
PRAX	Praxis Precision Medicines, Inc.	Trimmed$XX.XM	Added$XX.XM
NAMSW	NewAmsterdam Pharma Co N.V.	Added$XX.XM	Trimmed$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Trimmed$XX.XM	New$XX.XM
SPRY	ARS Pharmaceuticals, Inc.	Added$XX.XM	Trimmed$XX.XM
INSM	Insmed Incorporated	Trimmed$XX.XM	Added$XX.XM

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