Perceptive vs RA — Portfolio Comparison

Perceptive vs RA — Portfolio Comparison | BiotechEdge

Converging (21)

Funds agree

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

Ticker	Company	Perceptive	RA
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	Added$XX.XM
VRNA	Verona Pharma plc	Trimmed$XX.XM	Trimmed$XX.XM
JANX	Janux Therapeutics Inc.	New$XX.XM	Added$XX.XM
NUVL	Nuvalent Inc.	Added$XX.XM	Added$XX.XM
DYN	Dyne Therapeutics Inc.	Added$XX.XM	Added$XX.XM
BIIB	Biogen Inc.	New$XX.XM	Added$XX.XM
IRON	Disc Medicine Inc.	Added$XX.XM	Added$XX.XM
MDGL	Madrigal Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
SYRE	Spyre Therapeutics, Inc.	Added$XX.XM	New$XX.XM
BCRX	Biocryst Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
ATXS	Astria Therapeutics Inc.	Added$XX.XM	Added$XX.XM
IMTX	Immatics N.V.	Added$XX.XM	New$XX.XM
SLDB	Solid Biosciences Inc.	Added$XX.XM	Added$XX.XM
CGON	CG Oncology, Inc.	New$XX.XM	New$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	Added$XX.XM
RCKT	Rocket Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
ARVN	Arvinas Inc.	Added$XX.XM	New$XX.XM
GRAL	Grail, Inc.	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Perceptive	RA
ASND	Ascendis Pharma A/S	Trimmed$XX.XM	Held$XX.XM
ACLX	Arcellx Inc.	Trimmed$XX.XM	Held$XX.XM
SION	Sionna Therapeutics, Inc.	Held$XX.XM	Trimmed$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Held$XX.XM
INBX	Inhibrx Biosciences, Inc.	Held$XX.XM	Added$XX.XM
APGE	Apogee Therapeutics Inc.	Added$XX.XM	Held$XX.XM
SEPN	Septerna, Inc.	New$XX.XM	Held$XX.XM
PEPG	PepGen Inc.	Held$XX.XM	Added$XX.XM
TVTX	Travere Therapeutics Inc.	Added$XX.XM	Held$XX.XM
AXSM	Axsome Therapeutics Inc.	Added$XX.XM	Held$XX.XM
ACRV	Acrivon Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
IVVD	Invivyd, Inc.	New$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Perceptive	RA
CBAY	CymaBay Therapeutics Inc.	Trimmed$XX.XM	New$XX.XM
BLTE	Belite Bio, Inc.	Added$XX.XM	Trimmed$XX.XM
ANRO	Alto Neuroscience, Inc.	Added$XX.XM	Trimmed$XX.XM
CTNM	Contineum Therapeutics, Inc.	Trimmed$XX.XM	New$XX.XM