RA vs Redmile — Portfolio Comparison

RA vs Redmile — 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	RA	Redmile
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	Added$XX.XM
FDMT	4D Molecular Therapeutics, Inc.	Added$XX.XM	New$XX.XM
CLDX	Celldex Therapeutics Inc.	New$XX.XM	New$XX.XM
PLRX	Pliant Therapeutics Inc.	New$XX.XM	New$XX.XM
PRME	Prime Medicine, Inc.	New$XX.XM	New$XX.XM
CBLL	Ceribell, Inc.	New$XX.XM	New$XX.XM
HNGE	Hinge Health, Inc.	New$XX.XM	New$XX.XM
BOLD	Boundless Bio, Inc.	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	RA	Redmile
ETNB	89bio Inc.	Held$XX.XM	Added$XX.XM
EVH	Evolent Health, Inc.	Held$XX.XM	Added$XX.XM
IGMS	IGM Biosciences Inc.	New$XX.XM	Held$XX.XM
IVVD	Invivyd, Inc.	Held$XX.XM	Added$XX.XM

Funds disagree

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

Ticker	Company	RA	Redmile
COGT	Cogent Biosciences Inc.	Added$XX.XM	Trimmed$XX.XM
IDYA	IDEAYA Biosciences Inc.	New$XX.XM	Trimmed$XX.XM
SLDB	Solid Biosciences Inc.	Added$XX.XM	Trimmed$XX.XM