Deerfield vs Driehaus — Portfolio Comparison

Deerfield vs Driehaus — Portfolio Comparison | BiotechEdge

Converging (25)

Funds agree

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

Ticker	Company	Deerfield	Driehaus
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	Added$XX.XM
INSP	Inspire Medical Systems, Inc.	Added$XX.XM	Added$XX.XM
NBIX	Neurocrine Biosciences Inc.	New$XX.XM	Added$XX.XM
CELC	Celcuity Inc.	Added$XX.XM	Added$XX.XM
APGE	Apogee Therapeutics Inc.	New$XX.XM	Added$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Added$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
INSM	Insmed Incorporated	Added$XX.XM	Added$XX.XM
LEGN	Legend Biotech Corporation	Added$XX.XM	Added$XX.XM
APLS	Apellis Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM
PTCT	PTC Therapeutics Inc.	New$XX.XM	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
TARS	Tarsus Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM
SWTX	SpringWorks Therapeutics Inc.	Added$XX.XM	New$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	New$XX.XM	Added$XX.XM
CMPS	COMPASS Pathways plc	Added$XX.XM	Added$XX.XM
LNTH	Lantheus Holdings Inc.	Added$XX.XM	Added$XX.XM
ATEC	Alphatec Holdings, Inc.	Added$XX.XM	Added$XX.XM
PODD	Insulet Corp.	Added$XX.XM	Added$XX.XM
ITCI	Intra-Cellular Therapies Inc.	New$XX.XM	Added$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

Held by all 2 funds

Ticker	Company	Deerfield	Driehaus
NUVL	Nuvalent Inc.	Held$XX.XM	Added$XX.XM
GKOS	Glaukos Corporation	Held$XX.XM	Trimmed$XX.XM
NTRA	Natera Inc.	Held$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM
UTHR	United Therapeutics Corporation	Held$XX.XM	Added$XX.XM
BBIO	BridgeBio Pharma Inc.	Held$XX.XM	Added$XX.XM
IDYA	IDEAYA Biosciences Inc.	Held$XX.XM	Added$XX.XM
VCYT	Veracyte, Inc.	Held$XX.XM	Added$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM
CDNA	CareDx Inc.	Held$XX.XM	Added$XX.XM
XERS	Xeris Biopharma Holdings, Inc.	Held$XX.XM	Added$XX.XM

Funds disagree

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

Ticker	Company	Deerfield	Driehaus
OSCR	Oscar Health, Inc.	Trimmed$XX.XM	Added$XX.XM
GH	Guardant Health Inc.	Added$XX.XM	Trimmed$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Trimmed$XX.XM
SEPN	Septerna, Inc.	New$XX.XM	Trimmed$XX.XM

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