Deerfield vs OrbiMed — Portfolio Comparison

Deerfield 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	Deerfield	OrbiMed
NBIX	Neurocrine Biosciences Inc.	New$XX.XM	Added$XX.XM
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	New$XX.XM
MRK	Merck & Co., Inc.	Added$XX.XM	Added$XX.XM
VERA	Vera Therapeutics Inc.	Added$XX.XM	Added$XX.XM
PFE	Pfizer Inc.	Added$XX.XM	New$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Added$XX.XM
GILD	Gilead Sciences Inc.	New$XX.XM	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	New$XX.XM	New$XX.XM
CGEM	Cullinan Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
KRYS	Krystal Biotech Inc.	New$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	Deerfield	OrbiMed
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Held$XX.XM
SPRY	ARS Pharmaceuticals, Inc.	Trimmed$XX.XM	Held$XX.XM
UTHR	United Therapeutics Corporation	Held$XX.XM	Held$XX.XM
NTRA	Natera Inc.	Held$XX.XM	Added$XX.XM
IONS	Ionis Pharmaceuticals 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
BBIO	BridgeBio Pharma Inc.	Held$XX.XM	New$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM

Funds disagree

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

Ticker	Company	Deerfield	OrbiMed
SWTX	SpringWorks Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM
CGON	CG Oncology, Inc.	Added$XX.XM	Trimmed$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Trimmed$XX.XM