EcoR1 vs OrbiMed — Portfolio Comparison

EcoR1 vs OrbiMed — Portfolio Comparison | BiotechEdge

Converging (6)

Funds agree

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

Ticker	Company	EcoR1	OrbiMed
SRPT	Sarepta Therapeutics Inc.	Added$XX.XM	New$XX.XM
IONS	Ionis Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM
ORIC	ORIC Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
GPCR	Structure Therapeutics Inc.	New$XX.XM	Added$XX.XM
VRNA	Verona Pharma plc	New$XX.XM	New$XX.XM
ACET	Adicet Bio, Inc.	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	EcoR1	OrbiMed
APLS	Apellis Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM
QURE	uniQure N.V.	Held$XX.XM	New$XX.XM
JANX	Janux Therapeutics Inc.	Held$XX.XM	Added$XX.XM
SWTX	SpringWorks Therapeutics Inc.	Held$XX.XM	Trimmed$XX.XM
MBX	MBX Biosciences, Inc.	Held$XX.XM	Trimmed$XX.XM
MRSN	Mersana Therapeutics Inc.	Held$XX.XM	New$XX.XM
MDGL	Madrigal Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM
RNA	Avidity Biosciences Inc.	Held$XX.XM	Trimmed$XX.XM
NMRA	Neumora Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
BBIO	BridgeBio Pharma Inc.	Held$XX.XM	New$XX.XM
AKRO	Akero Therapeutics Inc.	Held$XX.XM	Added$XX.XM

Funds disagree

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

Ticker	Company	EcoR1	OrbiMed
ARGX	argenx SE	New$XX.XM	Trimmed$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Trimmed$XX.XM
CGON	CG Oncology, Inc.	New$XX.XM	Trimmed$XX.XM
DYN	Dyne Therapeutics Inc.	New$XX.XM	Trimmed$XX.XM