Baker vs BVF vs Casdin — Portfolio Comparison

Ticker	Company	Baker	BVF	Casdin
VERV	Verve Therapeutics Inc.	Held$XX.XM	Added$XX.XM	Added$XX.XM

Baker vs BVF vs Casdin — Portfolio Comparison | BiotechEdge

Divergent Activity (3)

Funds disagree

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

Ticker	Company	Baker	BVF	Casdin
RVMD	Revolution Medicines Inc.	Added$XX.XM	Trimmed$XX.XM	Held$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM	Trimmed$XX.XM
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	Trimmed$XX.XM	—

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Baker	BVF	Casdin
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	Held$XX.XM	—
CELC	Celcuity Inc.	Added$XX.XM	New$XX.XM	—
ALKS	Alkermes plc	Held$XX.XM	New$XX.XM	—
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	—
IMCR	Immunocore Holdings plc	Held$XX.XM	Added$XX.XM	—
RLAY	Relay Therapeutics Inc.	—	New$XX.XM	Added$XX.XM
STOK	Stoke Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	—
MIRM	Mirum Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM	—
AAVXF	Abivax S.A.	Held$XX.XM	Trimmed$XX.XM	—
REPL	Replimune Group Inc.	Held$XX.XM	Held$XX.XM	—
IMVT	Immunovant Inc.	Held$XX.XM	New$XX.XM	—
ROIV	Roivant Sciences Ltd.	Added$XX.XM	New$XX.XM	—
FDMT	4D Molecular Therapeutics, Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
DNLI	Denali Therapeutics Inc.	Held$XX.XM	—	Held$XX.XM
GLUE	Monte Rosa Therapeutics, Inc.	Held$XX.XM	Added$XX.XM	—
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM	—
RNA	Avidity Biosciences Inc.	Added$XX.XM	—	Held$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Held$XX.XM	—
IRON	Disc Medicine Inc.	Held$XX.XM	Added$XX.XM	—
NTLA	Intellia Therapeutics Inc.	Added$XX.XM	—	Held$XX.XM
CNTA	Centessa Pharmaceuticals plc	Held$XX.XM	Trimmed$XX.XM	—
NGNE	Neurogene Inc.	Held$XX.XM	—	Added$XX.XM