Deerfield vs RTW — Portfolio Comparison

Deerfield vs RTW — Portfolio Comparison | BiotechEdge

Converging (19)

Funds agree

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

Ticker	Company	Deerfield	RTW
INSM	Insmed Incorporated	Added$XX.XM	Added$XX.XM
APLS	Apellis Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
STOK	Stoke Therapeutics, Inc.	New$XX.XM	Added$XX.XM
CELC	Celcuity Inc.	Added$XX.XM	New$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
SYRE	Spyre Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
BLTE	Belite Bio, Inc.	New$XX.XM	Added$XX.XM
PODD	Insulet Corp.	Added$XX.XM	New$XX.XM
TXG	10x Genomics Inc.	Added$XX.XM	Added$XX.XM
SVRA	Savara Inc.	Added$XX.XM	New$XX.XM
SWTX	SpringWorks Therapeutics Inc.	Added$XX.XM	New$XX.XM
CGON	CG Oncology, Inc.	Added$XX.XM	Added$XX.XM
BBNX	Beta Bionics, Inc.	Trimmed$XX.XM	Trimmed$XX.XM
CSTL	Castle Biosciences Inc.	Added$XX.XM	Added$XX.XM
CMPS	COMPASS Pathways plc	Added$XX.XM	Added$XX.XM
CGEM	Cullinan Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
KYTX	Kyverna Therapeutics, Inc.	New$XX.XM	New$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	New$XX.XM
BEAM	Beam Therapeutics Inc.	New$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	Deerfield	RTW
PTCT	PTC Therapeutics Inc.	New$XX.XM	Held$XX.XM
NTRA	Natera Inc.	Held$XX.XM	Added$XX.XM
GKOS	Glaukos Corporation	Held$XX.XM	Held$XX.XM
IMCR	Immunocore Holdings plc	New$XX.XM	Held$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM
NBIX	Neurocrine Biosciences Inc.	New$XX.XM	Held$XX.XM
APGE	Apogee Therapeutics Inc.	New$XX.XM	Held$XX.XM
GH	Guardant Health Inc.	Added$XX.XM	Held$XX.XM
TSHA	Taysha Gene Therapies, Inc.	Held$XX.XM	Trimmed$XX.XM
VSTM	Verastem, Inc.	Held$XX.XM	Added$XX.XM
ROIV	Roivant Sciences Ltd.	Trimmed$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Deerfield	RTW
COGT	Cogent Biosciences Inc.	Trimmed$XX.XM	Added$XX.XM
ACAD	ACADIA Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM
KYMR	Kymera Therapeutics Inc.	Trimmed$XX.XM	New$XX.XM
VKTX	Viking Therapeutics Inc.	Trimmed$XX.XM	New$XX.XM