Cormorant vs Deerfield vs Driehaus — Portfolio Comparison

Cormorant vs Deerfield 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	Deerfield	Driehaus
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Ticker	Company	Cormorant	Deerfield	Driehaus
CGON	CG Oncology, Inc.	Held$XX.XM	Added$XX.XM	Added$XX.XM

Divergent Activity (18)

Funds disagree

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

Ticker	Company	Cormorant	Deerfield	Driehaus
PRAX	Praxis Precision Medicines, Inc.	Trimmed$XX.XM	Added$XX.XM	Added$XX.XM
BBIO	BridgeBio Pharma Inc.	Trimmed$XX.XM	Held$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	—	Added$XX.XM	Trimmed$XX.XM
PCVX	Vaxcyte Inc.	Trimmed$XX.XM	Added$XX.XM	Trimmed$XX.XM
UTHR	United Therapeutics Corporation	—	Added$XX.XM	Trimmed$XX.XM

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Partial Overlap (35)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Cormorant	Deerfield	Driehaus
NUVL	Nuvalent Inc.	—	Held$XX.XM	Added$XX.XM
GKOS	Glaukos Corporation	—	Held$XX.XM	Trimmed$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM
NTRA	Natera Inc.	—	Held$XX.XM	Added$XX.XM
GH	Guardant Health Inc.	—	Added$XX.XM	Held$XX.XM
INSP	Inspire Medical Systems, Inc.	—	Added$XX.XM	Added$XX.XM
CELC	Celcuity Inc.	—	Held$XX.XM	Trimmed$XX.XM
RXDX	Prometheus Biosciences Inc.	New$XX.XM	—	New$XX.XM
IDYA	IDEAYA Biosciences Inc.	—	Held$XX.XM	Added$XX.XM
JANX	Janux Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
PTGX	Protagonist Therapeutics Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
BMEA	Biomea Fusion Inc.	New$XX.XM	—	New$XX.XM
PHVS	Pharvaris N.V.	Added$XX.XM	Held$XX.XM	—
KYMR	Kymera Therapeutics Inc.	—	Held$XX.XM	Trimmed$XX.XM
PTCT	PTC Therapeutics Inc.	—	New$XX.XM	Held$XX.XM
DRUG	Bright Minds Biosciences Inc.	Held$XX.XM	—	New$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
SNDX	Syndax Pharmaceuticals Inc.	New$XX.XM	New$XX.XM	—
LNTH	Lantheus Holdings Inc.	—	Held$XX.XM	Added$XX.XM
DVAX	Dynavax Technologies Corporation	—	Held$XX.XM	Added$XX.XM
RNA	Avidity Biosciences Inc.	Added$XX.XM	—	Added$XX.XM
AXSM	Axsome Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
KRRO	Korro Bio, Inc.	Held$XX.XM	—	Added$XX.XM
MBX	MBX Biosciences, Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
VCYT	Veracyte, Inc.	—	Held$XX.XM	Added$XX.XM
PODD	Insulet Corp.	—	Added$XX.XM	Added$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	—	Held$XX.XM	Trimmed$XX.XM
ITCI	Intra-Cellular Therapies Inc.	—	New$XX.XM	Added$XX.XM
CDNA	CareDx Inc.	—	Held$XX.XM	Added$XX.XM
VRNA	Verona Pharma plc	New$XX.XM	—	New$XX.XM
LIVN	LivaNova PLC	—	New$XX.XM	Added$XX.XM
NEO	Neogenomics Inc.	—	Added$XX.XM	Added$XX.XM
BBNX	Beta Bionics, Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
KRYS	Krystal Biotech Inc.	—	New$XX.XM	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	—	New$XX.XM	New$XX.XM

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Converging (1)

Shared Positions (1)

Divergent Activity (18)

Partial Overlap (35)

See what makes each fund unique

Cormorant Asset Management27 unique

Deerfield Management55 unique

Driehaus Capital50 unique