Driehaus vs Tang — Portfolio Comparison

Driehaus vs Tang — Portfolio Comparison | BiotechEdge

Converging (12)

Funds agree

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

Ticker	Company	Driehaus	Tang
CMPS	COMPASS Pathways plc	Added$XX.XM	Added$XX.XM
IMNM	Immunome Inc.	Added$XX.XM	New$XX.XM
RNA	Avidity Biosciences Inc.	Added$XX.XM	New$XX.XM
CORT	Corcept Therapeutics Inc.	Added$XX.XM	Added$XX.XM
DVAX	Dynavax Technologies Corporation	Added$XX.XM	Added$XX.XM
ADMA	ADMA Biologics Inc.	Added$XX.XM	Added$XX.XM
INSM	Insmed Incorporated	Added$XX.XM	Added$XX.XM
BEIGF	BeOne Medicines Ltd.	Added$XX.XM	New$XX.XM
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	Added$XX.XM
JANX	Janux Therapeutics Inc.	Added$XX.XM	Added$XX.XM
VKTX	Viking Therapeutics Inc.	Added$XX.XM	Added$XX.XM
SMMT	Summit Therapeutics Inc.	Added$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	Driehaus	Tang
TARS	Tarsus Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM
SYRE	Spyre Therapeutics, Inc.	Trimmed$XX.XM	Held$XX.XM
PCVX	Vaxcyte Inc.	Trimmed$XX.XM	Held$XX.XM
PTCT	PTC Therapeutics Inc.	Held$XX.XM	Held$XX.XM
CELC	Celcuity Inc.	Trimmed$XX.XM	Held$XX.XM
KNSA	Kiniksa Pharmaceuticals International, plc	Trimmed$XX.XM	Held$XX.XM
KALV	KalVista Pharmaceuticals, Inc.	Held$XX.XM	Held$XX.XM
VRTX	Vertex Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM
TVTX	Travere Therapeutics Inc.	Added$XX.XM	Held$XX.XM
AXSM	Axsome Therapeutics Inc.	Added$XX.XM	Held$XX.XM
RLAY	Relay Therapeutics Inc.	New$XX.XM	Held$XX.XM
WGSWW	GeneDx Holdings Corp.	Trimmed$XX.XM	Held$XX.XM
VERA	Vera Therapeutics Inc.	Added$XX.XM	Held$XX.XM
LEGN	Legend Biotech Corporation	Added$XX.XM	Held$XX.XM
NBIX	Neurocrine Biosciences Inc.	Added$XX.XM	Held$XX.XM
JAZZ	Jazz Pharmaceuticals plc	New$XX.XM	Held$XX.XM
DSGN	Design Therapeutics, Inc.	Added$XX.XM	Held$XX.XM
ABCL	AbCellera Biologics Inc.	Added$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Driehaus	Tang
RCKT	Rocket Pharmaceuticals Inc.	Trimmed$XX.XM	Added$XX.XM
ITCI	Intra-Cellular Therapies Inc.	Added$XX.XM	Trimmed$XX.XM