Cormorant vs RA — Portfolio Comparison

Cormorant vs RA — Portfolio Comparison | BiotechEdge

Converging (14)

Funds agree

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

Ticker	Company	Cormorant	RA
JANX	Janux Therapeutics Inc.	Added$XX.XM	Added$XX.XM
CBAY	CymaBay Therapeutics Inc.	Added$XX.XM	New$XX.XM
OLMA	Olema Pharmaceuticals, Inc.	Added$XX.XM	New$XX.XM
DMRA	Damora Therapeutics, Inc.	New$XX.XM	New$XX.XM
BIOA	BioAge Labs, Inc.	Added$XX.XM	New$XX.XM
ELVN	Enliven Therapeutics, Inc.	New$XX.XM	Added$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	Added$XX.XM
PLRX	Pliant Therapeutics Inc.	New$XX.XM	New$XX.XM
URGN	UroGen Pharma Ltd.	New$XX.XM	Added$XX.XM
NKTX	Nkarta, Inc.	New$XX.XM	Added$XX.XM
ATXS	Astria Therapeutics Inc.	Added$XX.XM	Added$XX.XM
ALXO	Alx Oncology Holdings Inc.	Added$XX.XM	New$XX.XM
PRME	Prime Medicine, Inc.	New$XX.XM	New$XX.XM
CMPS	COMPASS Pathways plc	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Cormorant	RA
ASND	Ascendis Pharma A/S	Trimmed$XX.XM	Held$XX.XM
RNA	Avidity Biosciences Inc.	Added$XX.XM	Held$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Trimmed$XX.XM	Held$XX.XM
PRAX	Praxis Precision Medicines, Inc.	Trimmed$XX.XM	Held$XX.XM
ACLX	Arcellx Inc.	Added$XX.XM	Held$XX.XM
ETNB	89bio Inc.	New$XX.XM	Held$XX.XM
SPRY	ARS Pharmaceuticals, Inc.	Added$XX.XM	Held$XX.XM
SEPN	Septerna, Inc.	New$XX.XM	Held$XX.XM
EYPT	EyePoint, Inc.	Trimmed$XX.XM	Held$XX.XM
IRON	Disc Medicine Inc.	Held$XX.XM	Added$XX.XM
GHRS	GH Research PLC	Trimmed$XX.XM	Held$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Held$XX.XM
AXSM	Axsome Therapeutics Inc.	Held$XX.XM	Held$XX.XM
DRUG	Bright Minds Biosciences Inc.	Held$XX.XM	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	New$XX.XM	Held$XX.XM
CGON	CG Oncology, Inc.	Held$XX.XM	New$XX.XM
INSM	Insmed Incorporated	Trimmed$XX.XM	Held$XX.XM
DSGN	Design Therapeutics, Inc.	Held$XX.XM	Added$XX.XM
IDYA	IDEAYA Biosciences Inc.	Held$XX.XM	New$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	Held$XX.XM
RCKT	Rocket Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM

Funds disagree

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

Ticker	Company	Cormorant	RA
PCVX	Vaxcyte Inc.	Trimmed$XX.XM	Added$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	Trimmed$XX.XM	Added$XX.XM
NAMSW	NewAmsterdam Pharma Co N.V.	Added$XX.XM	Trimmed$XX.XM
VRNA	Verona Pharma plc	New$XX.XM	Trimmed$XX.XM
MBX	MBX Biosciences, Inc.	Trimmed$XX.XM	New$XX.XM