Deerfield vs Tang — Portfolio Comparison

Deerfield vs Tang — 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	Tang
GLPGF	Galapagos NV	Added$XX.XM	Added$XX.XM
INSM	Insmed Incorporated	Added$XX.XM	Added$XX.XM
BCRX	Biocryst Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
CMPS	COMPASS Pathways plc	Added$XX.XM	Added$XX.XM
IMCR	Immunocore Holdings plc	New$XX.XM	Added$XX.XM
BNTX	BioNTech SE	New$XX.XM	Added$XX.XM
CGEM	Cullinan Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
MRNA	Moderna Inc.	Added$XX.XM	New$XX.XM
REPL	Replimune Group Inc.	New$XX.XM	Added$XX.XM
RVNC	Revance Therapeutics Inc.	New$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	Deerfield	Tang
CELC	Celcuity Inc.	Held$XX.XM	Held$XX.XM
VERA	Vera Therapeutics Inc.	Added$XX.XM	Held$XX.XM
NBIX	Neurocrine Biosciences Inc.	New$XX.XM	Held$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM
LEGN	Legend Biotech Corporation	Added$XX.XM	Held$XX.XM
MIRM	Mirum Pharmaceuticals Inc.	New$XX.XM	Held$XX.XM
TARS	Tarsus Pharmaceuticals Inc.	New$XX.XM	Held$XX.XM
PTCT	PTC Therapeutics Inc.	New$XX.XM	Held$XX.XM
DVAX	Dynavax Technologies Corporation	Held$XX.XM	Added$XX.XM
ACAD	ACADIA Pharmaceuticals Inc.	Held$XX.XM	Held$XX.XM
IDYA	IDEAYA Biosciences Inc.	Held$XX.XM	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	Added$XX.XM	Held$XX.XM
EOLS	Evolus, Inc.	New$XX.XM	Held$XX.XM
ANAB	AnaptysBio Inc.	New$XX.XM	Held$XX.XM
STOK	Stoke Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
NKTX	Nkarta, Inc.	Added$XX.XM	Held$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Held$XX.XM
LQDA	Liquidia Corporation	Added$XX.XM	Held$XX.XM
ITOS	iTeos Therapeutics SA	Held$XX.XM	Added$XX.XM
NUVB	Nuvation Bio Inc.	Held$XX.XM	Trimmed$XX.XM
WGSWW	GeneDx Holdings Corp.	New$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Deerfield	Tang
RVMD	Revolution Medicines Inc.	Trimmed$XX.XM	New$XX.XM
ITCI	Intra-Cellular Therapies Inc.	New$XX.XM	Trimmed$XX.XM
VKTX	Viking Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM