OrbiMed vs RTW — Portfolio Comparison

OrbiMed vs RTW — Portfolio Comparison | BiotechEdge

Converging (8)

Funds agree

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

Ticker	Company	OrbiMed	RTW
NTRA	Natera Inc.	Added$XX.XM	Added$XX.XM
VRNA	Verona Pharma plc	New$XX.XM	Added$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Added$XX.XM
TARS	Tarsus Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM
TMO	Thermo Fisher Scientific Inc.	New$XX.XM	New$XX.XM
GERN	Geron Corporation	Added$XX.XM	New$XX.XM
JANX	Janux Therapeutics Inc.	Added$XX.XM	New$XX.XM
HZNP	Horizon Therapeutics Public Ltd.	Added$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	OrbiMed	RTW
MDGL	Madrigal Pharmaceuticals Inc.	New$XX.XM	Held$XX.XM
ARGX	argenx SE	Trimmed$XX.XM	Held$XX.XM
SYK	Stryker Corp.	Held$XX.XM	Added$XX.XM
BRKRP	Bruker Corp.	New$XX.XM	Held$XX.XM
ISRG	Intuitive Surgical Inc.	Held$XX.XM	Held$XX.XM
NBIX	Neurocrine Biosciences Inc.	Added$XX.XM	Held$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM
APGE	Apogee Therapeutics Inc.	Trimmed$XX.XM	Held$XX.XM
CMPS	COMPASS Pathways plc	Held$XX.XM	Added$XX.XM

Funds disagree

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

Ticker	Company	OrbiMed	RTW
RNA	Avidity Biosciences Inc.	Trimmed$XX.XM	Added$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	Trimmed$XX.XM	New$XX.XM
AXSM	Axsome Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM
QURE	uniQure N.V.	New$XX.XM	Trimmed$XX.XM
DYN	Dyne Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM

+4 more divergent positions. Unlock with free trial