Baker vs Deep — Portfolio Comparison

Baker vs Deep — Portfolio Comparison | BiotechEdge

Converging (13)

Funds agree

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

Ticker	Company	Baker	Deep
INSM	Insmed Incorporated	Added$XX.XM	Added$XX.XM
BMRN	BioMarin Pharmaceutical Inc.	New$XX.XM	Added$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Trimmed$XX.XM
GRAL	Grail, Inc.	Added$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	Added$XX.XM
ALMS	Alumis Inc.	Added$XX.XM	New$XX.XM
NTLA	Intellia Therapeutics Inc.	Added$XX.XM	Added$XX.XM
BCAX	Bicara Therapeutics Inc.	New$XX.XM	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM
BNTX	BioNTech SE	Added$XX.XM	New$XX.XM
JBIO	Jade Biosciences, Inc.	New$XX.XM	New$XX.XM
RNA	Avidity Biosciences Inc.	Added$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Baker	Deep
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	New$XX.XM
ALKS	Alkermes plc	Held$XX.XM	Added$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	Added$XX.XM
AKRO	Akero Therapeutics Inc.	Held$XX.XM	Added$XX.XM
ARGX	argenx SE	Held$XX.XM	Trimmed$XX.XM
BCYC	Bicycle Therapeutics plc	Held$XX.XM	Held$XX.XM
IMCR	Immunocore Holdings plc	Held$XX.XM	Added$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Held$XX.XM	Added$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Held$XX.XM
DYN	Dyne Therapeutics Inc.	Held$XX.XM	Trimmed$XX.XM
CNTA	Centessa Pharmaceuticals plc	Held$XX.XM	Added$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	Held$XX.XM
VRNA	Verona Pharma plc	Held$XX.XM	Trimmed$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Trimmed$XX.XM
CLDX	Celldex Therapeutics Inc.	Held$XX.XM	Held$XX.XM
TECX	Tectonic Therapeutic, Inc.	Added$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Baker	Deep
IONS	Ionis Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM
SWTX	SpringWorks Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM