Baker vs Casdin vs Deerfield — Portfolio Comparison

Ticker	Company	Baker	Casdin	Deerfield
RVMD	Revolution Medicines Inc.	Added$XX.XM	Held$XX.XM	Added$XX.XM

Baker vs Casdin vs Deerfield — Portfolio Comparison | BiotechEdge

Divergent Activity (1)

Funds disagree

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

Ticker	Company	Baker	Casdin	Deerfield
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Trimmed$XX.XM	Added$XX.XM

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Baker	Casdin	Deerfield
ACAD	ACADIA Pharmaceuticals Inc.	Held$XX.XM	—	Held$XX.XM
INSM	Insmed Incorporated	Added$XX.XM	—	Added$XX.XM
CELC	Celcuity Inc.	Added$XX.XM	—	Held$XX.XM
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	—	Held$XX.XM
PRAX	Praxis Precision Medicines, Inc.	Held$XX.XM	—	Held$XX.XM
BMRN	BioMarin Pharmaceutical Inc.	New$XX.XM	—	Added$XX.XM
RLAY	Relay Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
IONS	Ionis Pharmaceuticals Inc.	Held$XX.XM	—	Held$XX.XM
GRAL	Grail, Inc.	Held$XX.XM	Added$XX.XM	—
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	—	Held$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Held$XX.XM	—	Added$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Held$XX.XM	—	Added$XX.XM
BCRX	Biocryst Pharmaceuticals Inc.	New$XX.XM	—	Added$XX.XM
SWTX	SpringWorks Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
STOK	Stoke Therapeutics, Inc.	Held$XX.XM	—	Held$XX.XM
DNLI	Denali Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	—	Held$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	—	New$XX.XM	Held$XX.XM
MIRM	Mirum Pharmaceuticals Inc.	Held$XX.XM	—	New$XX.XM
NTLA	Intellia Therapeutics Inc.	Added$XX.XM	Held$XX.XM	—
BNTX	BioNTech SE	Added$XX.XM	—	New$XX.XM
GH	Guardant Health Inc.	—	Added$XX.XM	Added$XX.XM
TXG	10x Genomics Inc.	—	Added$XX.XM	Added$XX.XM
NGNE	Neurogene Inc.	Held$XX.XM	Added$XX.XM	—