Eventide vs OrbiMed — Portfolio Comparison

Eventide vs OrbiMed — Portfolio Comparison | BiotechEdge

Converging (16)

Funds agree

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

Ticker	Company	Eventide	OrbiMed
ARGX	argenx SE	Trimmed$XX.XM	Trimmed$XX.XM
EXAS	Exact Sciences Corporation	Added$XX.XM	Added$XX.XM
EVH	Evolent Health, Inc.	Added$XX.XM	New$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
SRPT	Sarepta Therapeutics Inc.	Added$XX.XM	New$XX.XM
ASND	Ascendis Pharma A/S	New$XX.XM	Added$XX.XM
HZNP	Horizon Therapeutics Public Ltd.	New$XX.XM	Added$XX.XM
AAVXF	Abivax S.A.	Trimmed$XX.XM	Trimmed$XX.XM
SNDX	Syndax Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
GERN	Geron Corporation	Added$XX.XM	Added$XX.XM
BBIO	BridgeBio Pharma Inc.	Added$XX.XM	New$XX.XM
DXCM	DexCom Inc.	New$XX.XM	Added$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Added$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	Added$XX.XM	New$XX.XM
PRAX	Praxis Precision Medicines, Inc.	New$XX.XM	New$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	Eventide	OrbiMed
ISRG	Intuitive Surgical Inc.	Added$XX.XM	Held$XX.XM
UTHR	United Therapeutics Corporation	Added$XX.XM	Held$XX.XM
IRON	Disc Medicine Inc.	Added$XX.XM	Held$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM
KROS	Keros Therapeutics Inc.	Added$XX.XM	Held$XX.XM
CYTK	Cytokinetics Incorporated	Held$XX.XM	Added$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Trimmed$XX.XM	Held$XX.XM
LXEO	Lexeo Therapeutics, Inc.	Held$XX.XM	New$XX.XM
ROIV	Roivant Sciences Ltd.	Held$XX.XM	Trimmed$XX.XM
KRYS	Krystal Biotech Inc.	Held$XX.XM	Added$XX.XM

Funds disagree

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

Ticker	Company	Eventide	OrbiMed
VRNA	Verona Pharma plc	Trimmed$XX.XM	New$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM
SION	Sionna Therapeutics, Inc.	New$XX.XM	Trimmed$XX.XM
AXSM	Axsome Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
MBX	MBX Biosciences, Inc.	New$XX.XM	Trimmed$XX.XM

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