Avoro vs Baker — Portfolio Comparison

Avoro vs Baker — Portfolio Comparison | BiotechEdge

Converging (13)

Funds agree

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

Ticker	Company	Avoro	Baker
INCY	Incyte Corporation	New$XX.XM	Added$XX.XM
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	Added$XX.XM
BMRN	BioMarin Pharmaceutical Inc.	Added$XX.XM	New$XX.XM
CERE	Cerevel Therapeutics Holdings Inc.	Added$XX.XM	New$XX.XM
ALKS	Alkermes plc	Added$XX.XM	Added$XX.XM
BPMC	Blueprint Medicines Corporation	Added$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
VKTX	Viking Therapeutics Inc.	New$XX.XM	New$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
ROIV	Roivant Sciences Ltd.	New$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	Added$XX.XM
CRSP	CRISPR Therapeutics AG	New$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	Avoro	Baker
SGEN	Seagen Inc.	Held$XX.XM	New$XX.XM
MDGL	Madrigal Pharmaceuticals Inc.	Trimmed$XX.XM	Held$XX.XM
CELC	Celcuity Inc.	New$XX.XM	Held$XX.XM
ARGX	argenx SE	Held$XX.XM	Held$XX.XM
RVMD	Revolution Medicines Inc.	New$XX.XM	Held$XX.XM
KRYS	Krystal Biotech Inc.	Added$XX.XM	Held$XX.XM
CNTA	Centessa Pharmaceuticals plc	Added$XX.XM	Held$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Held$XX.XM
BCYC	Bicycle Therapeutics plc	New$XX.XM	Held$XX.XM
TSHA	Taysha Gene Therapies, Inc.	Held$XX.XM	Held$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
NUVL	Nuvalent Inc.	Trimmed$XX.XM	Held$XX.XM
DYN	Dyne Therapeutics Inc.	Added$XX.XM	Held$XX.XM
DSGN	Design Therapeutics, Inc.	Held$XX.XM	Added$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Avoro	Baker
ARWR	Arrowhead Pharmaceuticals Inc.	Trimmed$XX.XM	Added$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM
RNA	Avidity Biosciences Inc.	Trimmed$XX.XM	Added$XX.XM
BCRX	Biocryst Pharmaceuticals Inc.	Trimmed$XX.XM	New$XX.XM
GLUE	Monte Rosa Therapeutics, Inc.	New$XX.XM	Trimmed$XX.XM