Baker vs Deep vs EcoR1 — Portfolio Comparison

Baker vs Deep vs EcoR1 — Portfolio Comparison | BiotechEdge

Divergent Activity (4)

Funds disagree

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

Ticker	Company	Baker	Deep	EcoR1
APLS	Apellis Pharmaceuticals Inc.	—	Trimmed$XX.XM	Added$XX.XM
ARGX	argenx SE	Held$XX.XM	Trimmed$XX.XM	New$XX.XM
SWTX	SpringWorks Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM	Held$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM	—

Partial Overlap (33)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Baker	Deep	EcoR1
RVMD	Revolution Medicines Inc.	Added$XX.XM	—	Added$XX.XM
ACAD	ACADIA Pharmaceuticals Inc.	Held$XX.XM	—	Held$XX.XM
INSM	Insmed Incorporated	Added$XX.XM	Added$XX.XM	—
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	New$XX.XM	—
ALKS	Alkermes plc	Held$XX.XM	Added$XX.XM	—
ANAB	AnaptysBio Inc.	—	Added$XX.XM	Held$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	Trimmed$XX.XM	—
BMRN	BioMarin Pharmaceutical Inc.	New$XX.XM	Added$XX.XM	—
JAZZ	Jazz Pharmaceuticals plc	—	New$XX.XM	Held$XX.XM
SRPT	Sarepta Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM	—
GRAL	Grail, Inc.	Held$XX.XM	Added$XX.XM	—
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Trimmed$XX.XM	—
CNTA	Centessa Pharmaceuticals plc	—	Added$XX.XM	Added$XX.XM
AKRO	Akero Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
CRNX	Crinetics Pharmaceuticals Inc.	Held$XX.XM	—	Held$XX.XM
NRIX	Nurix Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
BCYC	Bicycle Therapeutics plc	Held$XX.XM	Held$XX.XM	—
PCVX	Vaxcyte Inc.	—	Held$XX.XM	Added$XX.XM
TNGX	Tango Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Held$XX.XM	—	Held$XX.XM
IMCR	Immunocore Holdings plc	Held$XX.XM	Added$XX.XM	—
ALMS	Alumis Inc.	Held$XX.XM	Trimmed$XX.XM	—
AAVXF	Abivax S.A.	Held$XX.XM	Held$XX.XM	—
MBX	MBX Biosciences, Inc.	—	Added$XX.XM	Held$XX.XM
NTLA	Intellia Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
KURA	Kura Oncology, Inc.	—	Added$XX.XM	Held$XX.XM
CLDX	Celldex Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	Held$XX.XM	—
CRSP	CRISPR Therapeutics AG	Added$XX.XM	—	New$XX.XM
RLAY	Relay Therapeutics Inc.	Added$XX.XM	—	New$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Trimmed$XX.XM	—
TERN	Terns Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM	—

See Where Top Biotech Funds Agree — and Where They Don't

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Divergent Activity (4)

Partial Overlap (33)

See what makes each fund unique

Baker Bros. Advisors32 unique

Deep Track Capital63 unique

EcoR1 Capital20 unique