Baker vs Commodore vs Driehaus — Portfolio Comparison

Baker vs Commodore vs Driehaus — Portfolio Comparison | BiotechEdge

Shared Positions (4)

Held by all 3 funds

Ticker	Company	Baker	Commodore	Driehaus
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	Held$XX.XM	Trimmed$XX.XM
ALKS	Alkermes plc	Held$XX.XM	Added$XX.XM	Held$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Baker	Commodore	Driehaus
CELC	Celcuity Inc.	Added$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM
PCVX	Vaxcyte Inc.	—	Added$XX.XM	Trimmed$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$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	Baker	Commodore	Driehaus
BEIGF	BeOne Medicines Ltd.	Held$XX.XM	—	Added$XX.XM
MDGL	Madrigal Pharmaceuticals Inc.	Held$XX.XM	—	Trimmed$XX.XM
INSM	Insmed Incorporated	Added$XX.XM	—	Added$XX.XM
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	—	Added$XX.XM
SMMT	Summit Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Held$XX.XM	—	Added$XX.XM
NUVL	Nuvalent Inc.	—	Added$XX.XM	Added$XX.XM
AKRO	Akero Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
RLAY	Relay Therapeutics Inc.	—	Held$XX.XM	New$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	Held$XX.XM	—
KNSA	Kiniksa Pharmaceuticals International, plc	Held$XX.XM	—	Trimmed$XX.XM
PTGX	Protagonist Therapeutics Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	—	Added$XX.XM
DFTX	Definium Therapeutics, Inc.	—	New$XX.XM	New$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Held$XX.XM	—
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	—	Added$XX.XM
ARGX	argenx SE	Held$XX.XM	—	Added$XX.XM
SLNO	Soleno Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	—	Held$XX.XM	Trimmed$XX.XM
BMEA	Biomea Fusion Inc.	New$XX.XM	—	New$XX.XM
MNMD	Mind Medicine Inc.	—	New$XX.XM	Held$XX.XM
RNA	Avidity Biosciences Inc.	Added$XX.XM	—	Added$XX.XM
DRUG	Bright Minds Biosciences Inc.	—	Held$XX.XM	New$XX.XM
KRYS	Krystal Biotech Inc.	Held$XX.XM	—	Added$XX.XM