Baker vs Casdin — Portfolio Comparison

Baker vs Casdin — Portfolio Comparison | BiotechEdge

Converging (5)

Funds agree

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

Ticker	Company	Baker	Casdin
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Trimmed$XX.XM
RLAY	Relay Therapeutics Inc.	Added$XX.XM	Added$XX.XM
NGNE	Neurogene Inc.	Added$XX.XM	Added$XX.XM
FATE	Fate Therapeutics Inc.	Added$XX.XM	New$XX.XM
ABSI	Absci Corp.	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Baker	Casdin
INCY	Incyte Corporation	Added$XX.XM	Held$XX.XM
BEIGF	BeOne Medicines Ltd.	Held$XX.XM	New$XX.XM
RVMD	Revolution Medicines Inc.	Held$XX.XM	Trimmed$XX.XM
ABCL	AbCellera Biologics Inc.	Held$XX.XM	New$XX.XM
DNLI	Denali Therapeutics Inc.	Held$XX.XM	Held$XX.XM
RNA	Avidity Biosciences Inc.	Added$XX.XM	Held$XX.XM
NTLA	Intellia Therapeutics Inc.	Added$XX.XM	Held$XX.XM
VERV	Verve Therapeutics Inc.	Held$XX.XM	Added$XX.XM
PRME	Prime Medicine, Inc.	Held$XX.XM	Added$XX.XM
SPRY	ARS Pharmaceuticals, Inc.	Held$XX.XM	Held$XX.XM
TSHA	Taysha Gene Therapies, Inc.	Held$XX.XM	New$XX.XM
PACB	Pacific Biosciences OF California, Inc.	Held$XX.XM	Held$XX.XM
TNGX	Tango Therapeutics Inc.	Held$XX.XM	Added$XX.XM
CTNM	Contineum Therapeutics, Inc.	Added$XX.XM	Held$XX.XM
AGIO	Agios Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM

Funds disagree

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

Ticker	Company	Baker	Casdin
BPMC	Blueprint Medicines Corporation	Added$XX.XM	Trimmed$XX.XM