Avoro vs BVF vs Commodore — Portfolio Comparison

Avoro vs BVF vs Commodore — Portfolio Comparison | BiotechEdge

Converging (3)

Funds agree

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

Ticker	Company	Avoro	BVF	Commodore
CNTA	Centessa Pharmaceuticals plc	Trimmed$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM
ALKS	Alkermes plc	Added$XX.XM	New$XX.XM	Added$XX.XM
KURA	Kura Oncology, Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Ticker	Company	Avoro	BVF	Commodore
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	Held$XX.XM	Held$XX.XM
SNDX	Syndax Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM	Added$XX.XM

Funds disagree

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

Ticker	Company	Avoro	BVF	Commodore
ARWR	Arrowhead Pharmaceuticals Inc.	Trimmed$XX.XM	—	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM	Trimmed$XX.XM
RVMD	Revolution Medicines Inc.	Added$XX.XM	Trimmed$XX.XM	—
CELC	Celcuity Inc.	Added$XX.XM	New$XX.XM	Trimmed$XX.XM
TERN	Terns Pharmaceuticals Inc.	Added$XX.XM	—	Trimmed$XX.XM

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Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Avoro	BVF	Commodore
MLTX	MoonLake Immunotherapeutics	Added$XX.XM	Held$XX.XM	—
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
VERA	Vera Therapeutics Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
CBAY	CymaBay Therapeutics Inc.	Added$XX.XM	—	Held$XX.XM
SLNO	Soleno Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	—	Added$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
RLAY	Relay Therapeutics Inc.	—	New$XX.XM	Held$XX.XM
TYRA	Tyra Biosciences, Inc.	—	Held$XX.XM	Trimmed$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	—	Trimmed$XX.XM
IDYA	IDEAYA Biosciences Inc.	—	Trimmed$XX.XM	Held$XX.XM
OCUL	Ocular Therapeutix Inc.	Added$XX.XM	—	New$XX.XM
GHRS	GH Research PLC	Held$XX.XM	Held$XX.XM	—
DMRA	Damora Therapeutics, Inc.	New$XX.XM	—	New$XX.XM
AGIO	Agios Pharmaceuticals Inc.	—	Held$XX.XM	Held$XX.XM
DFTX	Definium Therapeutics, Inc.	New$XX.XM	—	New$XX.XM
MNMD	Mind Medicine Inc.	New$XX.XM	—	New$XX.XM
CGON	CG Oncology, Inc.	New$XX.XM	New$XX.XM	—
SEPN	Septerna, Inc.	Held$XX.XM	Trimmed$XX.XM	—
GLUE	Monte Rosa Therapeutics, Inc.	New$XX.XM	Added$XX.XM	—
AAVXF	Abivax S.A.	—	Trimmed$XX.XM	Held$XX.XM
ORKA	Oruka Therapeutics, Inc.	Held$XX.XM	—	Held$XX.XM
ROIV	Roivant Sciences Ltd.	New$XX.XM	New$XX.XM	—
IMVT	Immunovant Inc.	—	New$XX.XM	Held$XX.XM
ENGNW	enGene Holdings Inc.	—	Held$XX.XM	New$XX.XM
APGE	Apogee Therapeutics Inc.	New$XX.XM	—	Added$XX.XM
AVTX	Avalo Therapeutics, Inc.	New$XX.XM	Held$XX.XM	—