Baker vs Redmile — Portfolio Comparison

Baker vs Redmile — Portfolio Comparison | BiotechEdge

Converging (6)

Funds agree

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

Ticker	Company	Baker	Redmile
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	New$XX.XM
BMRN	BioMarin Pharmaceutical Inc.	New$XX.XM	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
BNTX	BioNTech SE	Added$XX.XM	New$XX.XM
BPMC	Blueprint Medicines Corporation	Added$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Baker	Redmile
KRYS	Krystal Biotech Inc.	Held$XX.XM	Added$XX.XM
STOK	Stoke Therapeutics, Inc.	Held$XX.XM	Trimmed$XX.XM
REPL	Replimune Group Inc.	Held$XX.XM	Added$XX.XM
AKRO	Akero Therapeutics Inc.	Held$XX.XM	Trimmed$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	Trimmed$XX.XM
ARGX	argenx SE	Held$XX.XM	New$XX.XM
IGMS	IGM Biosciences Inc.	Added$XX.XM	Held$XX.XM
TRDA	Entrada Therapeutics, Inc.	Held$XX.XM	New$XX.XM
FATE	Fate Therapeutics Inc.	Added$XX.XM	Held$XX.XM
CLDX	Celldex Therapeutics Inc.	Held$XX.XM	New$XX.XM
CABA	Cabaletta Bio, Inc.	Held$XX.XM	Trimmed$XX.XM
VERV	Verve Therapeutics Inc.	Held$XX.XM	Added$XX.XM
PRME	Prime Medicine, Inc.	Held$XX.XM	New$XX.XM
DBVTF	DBV Technologies S.A.	Held$XX.XM	New$XX.XM

Funds disagree

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

Ticker	Company	Baker	Redmile
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	Trimmed$XX.XM
NGNE	Neurogene Inc.	Added$XX.XM	Trimmed$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	Trimmed$XX.XM