Deerfield vs Driehaus vs OrbiMed — Portfolio Comparison

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

Ticker	Company	Deerfield	Driehaus	OrbiMed
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Added$XX.XM	Held$XX.XM
NTRA	Natera Inc.	Held$XX.XM	Added$XX.XM	Added$XX.XM

Funds disagree

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

Ticker	Company	Deerfield	Driehaus	OrbiMed
CRNX	Crinetics Pharmaceuticals Inc.	—	Added$XX.XM	Trimmed$XX.XM
GH	Guardant Health Inc.	Added$XX.XM	Trimmed$XX.XM	—
XENE	Xenon Pharmaceuticals Inc.	—	Added$XX.XM	Trimmed$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM	—
APGE	Apogee Therapeutics Inc.	—	Added$XX.XM	Trimmed$XX.XM

+6 more divergent positions. Unlock with free trial

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Deerfield	Driehaus	OrbiMed
NUVL	Nuvalent Inc.	Held$XX.XM	Added$XX.XM	—
GKOS	Glaukos Corporation	Held$XX.XM	Trimmed$XX.XM	—
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	Added$XX.XM	—
SPRY	ARS Pharmaceuticals, Inc.	Trimmed$XX.XM	—	Held$XX.XM
NBIX	Neurocrine Biosciences Inc.	New$XX.XM	—	Added$XX.XM
UTHR	United Therapeutics Corporation	Held$XX.XM	—	Held$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Held$XX.XM	—	Added$XX.XM
PCVX	Vaxcyte Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
MRK	Merck & Co., Inc.	Added$XX.XM	—	Added$XX.XM
INSP	Inspire Medical Systems, Inc.	Added$XX.XM	Added$XX.XM	—
PFE	Pfizer Inc.	Added$XX.XM	—	New$XX.XM
BBIO	BridgeBio Pharma Inc.	Held$XX.XM	Added$XX.XM	—
SION	Sionna Therapeutics, Inc.	Held$XX.XM	—	Trimmed$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	Held$XX.XM	—	Trimmed$XX.XM
APLS	Apellis Pharmaceuticals Inc.	New$XX.XM	—	Held$XX.XM
IRON	Disc Medicine Inc.	Held$XX.XM	—	Held$XX.XM
MBX	MBX Biosciences, Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
CMPS	COMPASS Pathways plc	—	Added$XX.XM	Held$XX.XM
VRTX	Vertex Pharmaceuticals Inc.	—	Added$XX.XM	Added$XX.XM
ITGR	Integer Holdings Corp.	—	Added$XX.XM	Added$XX.XM
TARS	Tarsus Pharmaceuticals Inc.	—	Added$XX.XM	New$XX.XM
TMO	Thermo Fisher Scientific Inc.	—	Added$XX.XM	New$XX.XM
PTCT	PTC Therapeutics Inc.	New$XX.XM	Added$XX.XM	—
AMLX	Amylyx Pharmaceuticals, Inc.	New$XX.XM	Added$XX.XM	—
LNTH	Lantheus Holdings Inc.	Added$XX.XM	Added$XX.XM	—
TVTX	Travere Therapeutics Inc.	—	Added$XX.XM	New$XX.XM
PODD	Insulet Corp.	Added$XX.XM	Added$XX.XM	—