Cormorant vs OrbiMed — Portfolio Comparison

Cormorant vs OrbiMed — Portfolio Comparison | BiotechEdge

Converging (11)

Funds agree

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

Ticker	Company	Cormorant	OrbiMed
JANX	Janux Therapeutics Inc.	Added$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	Trimmed$XX.XM	Trimmed$XX.XM
MBX	MBX Biosciences, Inc.	Trimmed$XX.XM	Trimmed$XX.XM
SRPT	Sarepta Therapeutics Inc.	Added$XX.XM	New$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Added$XX.XM
ALXO	Alx Oncology Holdings Inc.	Added$XX.XM	Added$XX.XM
VRNA	Verona Pharma plc	New$XX.XM	New$XX.XM
BIOA	BioAge Labs, Inc.	Added$XX.XM	New$XX.XM
SNDX	Syndax Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM
URGN	UroGen Pharma Ltd.	New$XX.XM	Added$XX.XM
CGEM	Cullinan Therapeutics, Inc.	New$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	Cormorant	OrbiMed
EWTX	Edgewise Therapeutics, Inc.	Trimmed$XX.XM	Held$XX.XM
ELVN	Enliven Therapeutics, Inc.	New$XX.XM	Held$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Trimmed$XX.XM	Held$XX.XM
SPRY	ARS Pharmaceuticals, Inc.	Added$XX.XM	Held$XX.XM
CRBP	Corbus Pharmaceuticals Holdings, Inc.	Held$XX.XM	New$XX.XM
CGON	CG Oncology, Inc.	Held$XX.XM	Trimmed$XX.XM
AXSM	Axsome Therapeutics 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	OrbiMed
PRAX	Praxis Precision Medicines, Inc.	Trimmed$XX.XM	Added$XX.XM
BBIO	BridgeBio Pharma Inc.	Trimmed$XX.XM	New$XX.XM
AAVXF	Abivax S.A.	Trimmed$XX.XM	Added$XX.XM
EYPT	EyePoint, Inc.	Trimmed$XX.XM	Added$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM

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