Deerfield vs RA — Portfolio Comparison

Deerfield vs RA — 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	RA
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM
LEGN	Legend Biotech Corporation	Added$XX.XM	Added$XX.XM
NAMSW	NewAmsterdam Pharma Co N.V.	Trimmed$XX.XM	Trimmed$XX.XM
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	Added$XX.XM
MLYS	Mineralys Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
DYN	Dyne Therapeutics Inc.	Added$XX.XM	Added$XX.XM
BCRX	Biocryst Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
BCAX	Bicara Therapeutics Inc.	New$XX.XM	New$XX.XM
LRMR	Larimar Therapeutics, Inc.	Added$XX.XM	New$XX.XM
DAWN	Day One Biopharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
KURA	Kura Oncology, Inc.	Added$XX.XM	New$XX.XM
NKTX	Nkarta, Inc.	Added$XX.XM	Added$XX.XM
CGON	CG Oncology, Inc.	Added$XX.XM	New$XX.XM
TXG	10x Genomics Inc.	Added$XX.XM	New$XX.XM
SYRE	Spyre Therapeutics, Inc.	Added$XX.XM	New$XX.XM
SLDB	Solid Biosciences Inc.	New$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	Deerfield	RA
NUVL	Nuvalent Inc.	Held$XX.XM	Added$XX.XM
SION	Sionna Therapeutics, Inc.	Held$XX.XM	Trimmed$XX.XM
GKOS	Glaukos Corporation	Held$XX.XM	New$XX.XM
SPRY	ARS Pharmaceuticals, Inc.	Trimmed$XX.XM	Held$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Held$XX.XM
IRON	Disc Medicine Inc.	Held$XX.XM	Added$XX.XM
SEPN	Septerna, Inc.	New$XX.XM	Held$XX.XM
CELC	Celcuity Inc.	Added$XX.XM	Held$XX.XM
IDYA	IDEAYA Biosciences Inc.	Held$XX.XM	New$XX.XM
TSHA	Taysha Gene Therapies, Inc.	Held$XX.XM	Held$XX.XM
INSM	Insmed Incorporated	Added$XX.XM	Held$XX.XM
APGE	Apogee Therapeutics Inc.	New$XX.XM	Held$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Held$XX.XM
RXRX	Recursion Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Deerfield	RA
COGT	Cogent Biosciences Inc.	Trimmed$XX.XM	Added$XX.XM
BLTE	Belite Bio, Inc.	New$XX.XM	Trimmed$XX.XM