OrbiMed vs RA — Portfolio Comparison

OrbiMed vs RA — Portfolio Comparison | BiotechEdge

Converging (9)

Funds agree

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

Ticker	Company	OrbiMed	RA
RYTM	Rhythm Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
JANX	Janux Therapeutics Inc.	Added$XX.XM	Added$XX.XM
SION	Sionna Therapeutics, Inc.	Trimmed$XX.XM	Trimmed$XX.XM
BIIB	Biogen Inc.	Added$XX.XM	Added$XX.XM
MLYS	Mineralys Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
GERN	Geron Corporation	Added$XX.XM	Added$XX.XM
PRAX	Praxis Precision Medicines, Inc.	New$XX.XM	Added$XX.XM
MDGL	Madrigal Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
BIOA	BioAge Labs, Inc.	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	OrbiMed	RA
ASND	Ascendis Pharma A/S	Added$XX.XM	Held$XX.XM
RNA	Avidity Biosciences Inc.	Trimmed$XX.XM	Held$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
EVH	Evolent Health, Inc.	New$XX.XM	Held$XX.XM
SPRY	ARS Pharmaceuticals, Inc.	Held$XX.XM	Held$XX.XM
IRON	Disc Medicine Inc.	Held$XX.XM	Added$XX.XM
ELVN	Enliven Therapeutics, Inc.	Held$XX.XM	Added$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Held$XX.XM
APGE	Apogee Therapeutics Inc.	Trimmed$XX.XM	Held$XX.XM
AXSM	Axsome Therapeutics Inc.	Added$XX.XM	Held$XX.XM
EYPT	EyePoint, Inc.	Added$XX.XM	Held$XX.XM
TVTX	Travere Therapeutics Inc.	New$XX.XM	Held$XX.XM
CCCC	C4 Therapeutics Inc.	Added$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	OrbiMed	RA
PCVX	Vaxcyte Inc.	Trimmed$XX.XM	Added$XX.XM
DYN	Dyne Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
VRNA	Verona Pharma plc	New$XX.XM	Trimmed$XX.XM
MBX	MBX Biosciences, Inc.	Trimmed$XX.XM	New$XX.XM
CGON	CG Oncology, Inc.	Trimmed$XX.XM	New$XX.XM