Deerfield vs Redmile — Portfolio Comparison

Deerfield vs Redmile — Portfolio Comparison | BiotechEdge

Converging (10)

Funds agree

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

Ticker	Company	Deerfield	Redmile
COGT	Cogent Biosciences Inc.	Trimmed$XX.XM	Trimmed$XX.XM
KRYS	Krystal Biotech Inc.	New$XX.XM	Added$XX.XM
DCPH	Deciphera Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
REPL	Replimune Group Inc.	New$XX.XM	Added$XX.XM
APLS	Apellis Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
LIVN	LivaNova PLC	New$XX.XM	Added$XX.XM
BEAM	Beam Therapeutics Inc.	New$XX.XM	Added$XX.XM
CABA	Cabaletta Bio, Inc.	Trimmed$XX.XM	Trimmed$XX.XM
BNTX	BioNTech SE	New$XX.XM	New$XX.XM
FDMT	4D Molecular Therapeutics, Inc.	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Deerfield	Redmile
IDYA	IDEAYA Biosciences Inc.	Held$XX.XM	Trimmed$XX.XM
FATE	Fate Therapeutics Inc.	New$XX.XM	Held$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM
NUVB	Nuvation Bio Inc.	Held$XX.XM	Added$XX.XM
PRME	Prime Medicine, Inc.	Held$XX.XM	New$XX.XM

Funds disagree

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

Ticker	Company	Deerfield	Redmile
STOK	Stoke Therapeutics, Inc.	New$XX.XM	Trimmed$XX.XM
KYMR	Kymera Therapeutics Inc.	Trimmed$XX.XM	New$XX.XM
NGNE	Neurogene Inc.	New$XX.XM	Trimmed$XX.XM
SLDB	Solid Biosciences Inc.	New$XX.XM	Trimmed$XX.XM