Deerfield vs EcoR1 — Portfolio Comparison

Deerfield vs EcoR1 — Portfolio Comparison | BiotechEdge

Converging (16)

Funds agree

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

Ticker	Company	Deerfield	EcoR1
APLS	Apellis Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM
GLPGF	Galapagos NV	Added$XX.XM	Added$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	Added$XX.XM
PHVS	Pharvaris N.V.	Added$XX.XM	New$XX.XM
DCPH	Deciphera Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
PCRX	Pacira BioSciences Inc.	New$XX.XM	New$XX.XM
NKTX	Nkarta, Inc.	Added$XX.XM	New$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	New$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM
CGON	CG Oncology, Inc.	Added$XX.XM	New$XX.XM
DAWN	Day One Biopharmaceuticals Inc.	Added$XX.XM	New$XX.XM
KYTX	Kyverna Therapeutics, Inc.	New$XX.XM	New$XX.XM
DYN	Dyne Therapeutics Inc.	Added$XX.XM	New$XX.XM
SYRE	Spyre Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
BEAM	Beam Therapeutics Inc.	New$XX.XM	Added$XX.XM
PHAT	Phathom Pharmaceuticals Inc.	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Deerfield	EcoR1
ANAB	AnaptysBio Inc.	New$XX.XM	Held$XX.XM
ACAD	ACADIA Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM
KURA	Kura Oncology, Inc.	Added$XX.XM	Held$XX.XM
SWTX	SpringWorks Therapeutics Inc.	Added$XX.XM	Held$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM
ITOS	iTeos Therapeutics SA	Held$XX.XM	Added$XX.XM
BBIO	BridgeBio Pharma Inc.	Held$XX.XM	Held$XX.XM
MRSN	Mersana Therapeutics Inc.	New$XX.XM	Held$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Held$XX.XM
NUVB	Nuvation Bio Inc.	Held$XX.XM	Held$XX.XM
NGNE	Neurogene Inc.	New$XX.XM	Held$XX.XM
ZBIO	Zenas BioPharma, Inc.	Held$XX.XM	New$XX.XM
ALEC	Alector Inc.	Added$XX.XM	Held$XX.XM
BCYC	Bicycle Therapeutics plc	New$XX.XM	Held$XX.XM
REPL	Replimune Group Inc.	New$XX.XM	Held$XX.XM
PRME	Prime Medicine, Inc.	Held$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Deerfield	EcoR1
RVMD	Revolution Medicines Inc.	Trimmed$XX.XM	Added$XX.XM
KYMR	Kymera Therapeutics Inc.	Trimmed$XX.XM	New$XX.XM