Baker vs BVF vs Commodore — Portfolio Comparison

Ticker	Company	Baker	BVF	Commodore
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	Held$XX.XM	Held$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	New$XX.XM	Held$XX.XM

Baker vs BVF vs Commodore — Portfolio Comparison | BiotechEdge

Divergent Activity (9)

Funds disagree

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

Ticker	Company	Baker	BVF	Commodore
CELC	Celcuity Inc.	Added$XX.XM	New$XX.XM	Trimmed$XX.XM
ALKS	Alkermes plc	Held$XX.XM	Added$XX.XM	Trimmed$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM	—
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	Trimmed$XX.XM	—
RLAY	Relay Therapeutics Inc.	Added$XX.XM	New$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	Baker	BVF	Commodore
RVMD	Revolution Medicines Inc.	Added$XX.XM	Added$XX.XM	—
RYTM	Rhythm Pharmaceuticals Inc.	Held$XX.XM	—	Trimmed$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM	—
IMCR	Immunocore Holdings plc	Held$XX.XM	Added$XX.XM	—
GLUE	Monte Rosa Therapeutics, Inc.	Held$XX.XM	Held$XX.XM	—
ELVN	Enliven Therapeutics, Inc.	Held$XX.XM	—	Held$XX.XM
TYRA	Tyra Biosciences, Inc.	—	Held$XX.XM	Trimmed$XX.XM
MIRM	Mirum Pharmaceuticals Inc.	Held$XX.XM	Held$XX.XM	—
AKRO	Akero Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
STOK	Stoke Therapeutics, Inc.	Held$XX.XM	Held$XX.XM	—
AAVXF	Abivax S.A.	Held$XX.XM	Trimmed$XX.XM	—
REPL	Replimune Group Inc.	Held$XX.XM	Held$XX.XM	—
NRIX	Nurix Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	—	Trimmed$XX.XM
AGIO	Agios Pharmaceuticals Inc.	—	Held$XX.XM	Held$XX.XM
KURA	Kura Oncology, Inc.	—	Added$XX.XM	Added$XX.XM
CNTA	Centessa Pharmaceuticals plc	—	Trimmed$XX.XM	Trimmed$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM	—
CLDX	Celldex Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM