OrbiMed vs Perceptive — Portfolio Comparison

OrbiMed vs Perceptive — 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	OrbiMed	Perceptive
PRAX	Praxis Precision Medicines, Inc.	New$XX.XM	Added$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
NBIX	Neurocrine Biosciences Inc.	Added$XX.XM	Added$XX.XM
MDGL	Madrigal Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
BMRN	BioMarin Pharmaceutical Inc.	New$XX.XM	New$XX.XM
JANX	Janux Therapeutics Inc.	Added$XX.XM	New$XX.XM
TVTX	Travere Therapeutics Inc.	New$XX.XM	Added$XX.XM
SRPT	Sarepta Therapeutics Inc.	New$XX.XM	Added$XX.XM
EXAS	Exact Sciences Corporation	Added$XX.XM	Added$XX.XM
AXSM	Axsome Therapeutics Inc.	Added$XX.XM	Added$XX.XM
ABBV	AbbVie Inc.	New$XX.XM	New$XX.XM
VIR	Vir Biotechnology, Inc.	Added$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	OrbiMed	Perceptive
EWTX	Edgewise Therapeutics, Inc.	Held$XX.XM	Added$XX.XM
BSX	Boston Scientific Corp.	Held$XX.XM	Added$XX.XM
IOVA	Iovance Biotherapeutics Inc.	Held$XX.XM	Added$XX.XM
ISRG	Intuitive Surgical Inc.	Held$XX.XM	Added$XX.XM
SION	Sionna Therapeutics, Inc.	Trimmed$XX.XM	Held$XX.XM
IRON	Disc Medicine Inc.	Held$XX.XM	Added$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM
CAI	Caris Life Sciences, Inc.	Held$XX.XM	Held$XX.XM
TARS	Tarsus Pharmaceuticals Inc.	New$XX.XM	Held$XX.XM
CTMX	CytomX Therapeutics Inc.	Held$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	OrbiMed	Perceptive
VRNA	Verona Pharma plc	New$XX.XM	Trimmed$XX.XM
PCVX	Vaxcyte Inc.	Trimmed$XX.XM	Added$XX.XM
ASND	Ascendis Pharma A/S	Added$XX.XM	Trimmed$XX.XM
SWTX	SpringWorks Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
APGE	Apogee Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM

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