Baker vs RTW — Portfolio Comparison

Baker vs RTW — Portfolio Comparison | BiotechEdge

Converging (8)

Funds agree

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

Ticker	Company	Baker	RTW
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	New$XX.XM
KOD	Kodiak Sciences Inc.	Added$XX.XM	New$XX.XM
RNA	Avidity Biosciences Inc.	Added$XX.XM	Added$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	Added$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
SWTX	SpringWorks Therapeutics Inc.	Added$XX.XM	New$XX.XM
NGNE	Neurogene Inc.	Added$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	Baker	RTW
MDGL	Madrigal Pharmaceuticals Inc.	Held$XX.XM	Held$XX.XM
ACAD	ACADIA Pharmaceuticals Inc.	Held$XX.XM	Trimmed$XX.XM
CELC	Celcuity Inc.	Held$XX.XM	New$XX.XM
ARGX	argenx SE	Held$XX.XM	Held$XX.XM
IMCR	Immunocore Holdings plc	Held$XX.XM	Held$XX.XM
AKRO	Akero Therapeutics Inc.	Held$XX.XM	Added$XX.XM
VRNA	Verona Pharma plc	Held$XX.XM	Added$XX.XM
STOK	Stoke Therapeutics, Inc.	Held$XX.XM	Added$XX.XM
DYN	Dyne Therapeutics Inc.	Held$XX.XM	Added$XX.XM
IMTX	Immatics N.V.	Held$XX.XM	Added$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	Added$XX.XM
REPL	Replimune Group Inc.	Held$XX.XM	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	Held$XX.XM	Added$XX.XM
ROIV	Roivant Sciences Ltd.	Added$XX.XM	Held$XX.XM
CLDX	Celldex Therapeutics Inc.	Held$XX.XM	Held$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	New$XX.XM
XNCR	Xencor Inc.	Held$XX.XM	Added$XX.XM
TSHA	Taysha Gene Therapies, Inc.	Held$XX.XM	Trimmed$XX.XM
CNTA	Centessa Pharmaceuticals plc	Held$XX.XM	Added$XX.XM
JBIO	Jade Biosciences, Inc.	New$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Baker	RTW
INSM	Insmed Incorporated	Trimmed$XX.XM	Added$XX.XM
ALKS	Alkermes plc	Added$XX.XM	Trimmed$XX.XM