Avoro vs Baker vs Deep — Portfolio Comparison

Avoro vs Baker vs Deep — Portfolio Comparison | BiotechEdge

Converging (1)

Funds agree

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

Ticker	Company	Avoro	Baker	Deep
BMRN	BioMarin Pharmaceutical Inc.	Added$XX.XM	New$XX.XM	Added$XX.XM

Shared Positions (6)

Held by all 3 funds

Ticker	Company	Avoro	Baker	Deep
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	Held$XX.XM	New$XX.XM
ARGX	argenx SE	Held$XX.XM	Held$XX.XM	Trimmed$XX.XM
ALKS	Alkermes plc	Added$XX.XM	Held$XX.XM	Added$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Held$XX.XM	Added$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	Added$XX.XM	Held$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Held$XX.XM	Trimmed$XX.XM

Divergent Activity (8)

Funds disagree

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

Ticker	Company	Avoro	Baker	Deep
RVMD	Revolution Medicines Inc.	Trimmed$XX.XM	Added$XX.XM	—
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM
CNTA	Centessa Pharmaceuticals plc	Trimmed$XX.XM	—	Added$XX.XM
DFTX	Definium Therapeutics, Inc.	Added$XX.XM	—	Trimmed$XX.XM
NUVL	Nuvalent Inc.	Trimmed$XX.XM	—	Added$XX.XM

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Partial Overlap (33)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Avoro	Baker	Deep
SGEN	Seagen Inc.	Held$XX.XM	New$XX.XM	—
MDGL	Madrigal Pharmaceuticals Inc.	Trimmed$XX.XM	Held$XX.XM	—
UTHR	United Therapeutics Corporation	Held$XX.XM	—	New$XX.XM
INSM	Insmed Incorporated	—	Added$XX.XM	Added$XX.XM
CELC	Celcuity Inc.	Added$XX.XM	Added$XX.XM	—
APLS	Apellis Pharmaceuticals Inc.	Held$XX.XM	—	Trimmed$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM	—
CYTK	Cytokinetics Incorporated	Added$XX.XM	—	Added$XX.XM
SRPT	Sarepta Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
IMVT	Immunovant Inc.	—	Held$XX.XM	Trimmed$XX.XM
ITCI	Intra-Cellular Therapies Inc.	Held$XX.XM	—	Held$XX.XM
VERA	Vera Therapeutics Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	New$XX.XM	—	Added$XX.XM
IONS	Ionis Pharmaceuticals Inc.	—	Held$XX.XM	Trimmed$XX.XM
GRAL	Grail, Inc.	—	Held$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Held$XX.XM	—	Trimmed$XX.XM
CERE	Cerevel Therapeutics Holdings Inc.	Added$XX.XM	New$XX.XM	—
PCVX	Vaxcyte Inc.	Added$XX.XM	—	Held$XX.XM
TERN	Terns Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM
MLTX	MoonLake Immunotherapeutics	Added$XX.XM	—	Added$XX.XM
OCUL	Ocular Therapeutix Inc.	Added$XX.XM	—	Held$XX.XM
NRIX	Nurix Therapeutics Inc.	—	Held$XX.XM	Added$XX.XM
BCYC	Bicycle Therapeutics plc	—	Held$XX.XM	Held$XX.XM
IMCR	Immunocore Holdings plc	—	Held$XX.XM	Added$XX.XM
ALMS	Alumis Inc.	—	Held$XX.XM	Trimmed$XX.XM
ETNB	89bio Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
SLNO	Soleno Therapeutics Inc.	Held$XX.XM	—	New$XX.XM
COAG	Hemab Therapeutics Holdings, Inc.	New$XX.XM	—	New$XX.XM
AAVXF	Abivax S.A.	—	Held$XX.XM	Held$XX.XM
AUTL	Autolus Therapeutics plc	New$XX.XM	—	Added$XX.XM
NTLA	Intellia Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
GHRS	GH Research PLC	Held$XX.XM	—	Added$XX.XM
MNMD	Mind Medicine Inc.	New$XX.XM	—	New$XX.XM

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Converging (1)

Shared Positions (6)

Divergent Activity (8)

Partial Overlap (33)

See what makes each fund unique

Avoro Capital Advisors17 unique

Baker Bros. Advisors27 unique

Deep Track Capital41 unique