RA vs RTW — Portfolio Comparison

RA vs RTW — Portfolio Comparison | BiotechEdge

Converging (14)

Funds agree

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

Ticker	Company	RA	RTW
JANX	Janux Therapeutics Inc.	Added$XX.XM	New$XX.XM
DYN	Dyne Therapeutics Inc.	Added$XX.XM	Added$XX.XM
GERN	Geron Corporation	Added$XX.XM	New$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	Added$XX.XM
WVE	Wave Life Sciences Ltd.	Added$XX.XM	Added$XX.XM
ARVN	Arvinas Inc.	New$XX.XM	New$XX.XM
SYRE	Spyre Therapeutics, Inc.	New$XX.XM	Added$XX.XM
CGON	CG Oncology, Inc.	New$XX.XM	Added$XX.XM
IMTX	Immatics N.V.	New$XX.XM	Added$XX.XM
TXG	10x Genomics Inc.	New$XX.XM	Added$XX.XM
EVMN	Evommune, Inc.	New$XX.XM	New$XX.XM
BIOA	BioAge Labs, Inc.	New$XX.XM	New$XX.XM
ALEC	Alector Inc.	New$XX.XM	New$XX.XM
HNGE	Hinge Health, Inc.	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	RA	RTW
MDGL	Madrigal Pharmaceuticals Inc.	New$XX.XM	Held$XX.XM
RNA	Avidity Biosciences Inc.	Held$XX.XM	Added$XX.XM
INSM	Insmed Incorporated	Held$XX.XM	Added$XX.XM
RCKT	Rocket Pharmaceuticals Inc.	New$XX.XM	Held$XX.XM
AXSM	Axsome Therapeutics Inc.	Held$XX.XM	Trimmed$XX.XM
ETNB	89bio Inc.	Held$XX.XM	Added$XX.XM
APGE	Apogee Therapeutics Inc.	Held$XX.XM	Held$XX.XM
MLYS	Mineralys Therapeutics, Inc.	Added$XX.XM	Held$XX.XM
ZLAB	Zai Lab Ltd.	Held$XX.XM	Added$XX.XM
LENZ	LENZ Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
TSHA	Taysha Gene Therapies, Inc.	Held$XX.XM	Trimmed$XX.XM
CLDX	Celldex Therapeutics Inc.	New$XX.XM	Held$XX.XM
GHRS	GH Research PLC	Held$XX.XM	Added$XX.XM
URGN	UroGen Pharma Ltd.	Added$XX.XM	Held$XX.XM
FULC	Fulcrum Therapeutics Inc.	Held$XX.XM	Added$XX.XM
JBIO	Jade Biosciences, Inc.	Added$XX.XM	Held$XX.XM
CELC	Celcuity Inc.	Held$XX.XM	New$XX.XM
GKOS	Glaukos Corporation	New$XX.XM	Held$XX.XM
TNGX	Tango Therapeutics Inc.	Held$XX.XM	New$XX.XM

Funds disagree

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

Ticker	Company	RA	RTW
VRNA	Verona Pharma plc	Trimmed$XX.XM	Added$XX.XM
BLTE	Belite Bio, Inc.	Trimmed$XX.XM	Added$XX.XM