OrbiMed vs Tang — Portfolio Comparison

OrbiMed vs Tang — 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	OrbiMed	Tang
CMPS	COMPASS Pathways plc	Added$XX.XM	Added$XX.XM
JANX	Janux Therapeutics Inc.	Added$XX.XM	Added$XX.XM
AZN	Astrazeneca Plc	New$XX.XM	Added$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
ACET	Adicet Bio, Inc.	New$XX.XM	Added$XX.XM
CGEM	Cullinan Therapeutics, Inc.	Added$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	OrbiMed	Tang
LLY	Eli Lilly & Co	Held$XX.XM	Held$XX.XM
TARS	Tarsus Pharmaceuticals Inc.	New$XX.XM	Held$XX.XM
NBIX	Neurocrine Biosciences Inc.	Added$XX.XM	Held$XX.XM
VRTX	Vertex Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM
PCVX	Vaxcyte Inc.	Trimmed$XX.XM	Held$XX.XM
KROS	Keros Therapeutics Inc.	Held$XX.XM	Held$XX.XM
AXSM	Axsome Therapeutics Inc.	Added$XX.XM	Held$XX.XM
VERA	Vera Therapeutics Inc.	Added$XX.XM	Held$XX.XM
TVTX	Travere Therapeutics Inc.	New$XX.XM	Held$XX.XM
CTMX	CytomX Therapeutics Inc.	Held$XX.XM	Held$XX.XM
HELP	Cybin Inc.	New$XX.XM	Held$XX.XM
URGN	UroGen Pharma Ltd.	Added$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	OrbiMed	Tang
RNA	Avidity Biosciences Inc.	Trimmed$XX.XM	New$XX.XM