BVF vs RA — Portfolio Comparison

BVF vs RA — 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	BVF	RA
IRON	Disc Medicine Inc.	New$XX.XM	Added$XX.XM
KURA	Kura Oncology, Inc.	Added$XX.XM	New$XX.XM
CGON	CG Oncology, Inc.	New$XX.XM	New$XX.XM
ITOS	iTeos Therapeutics SA	New$XX.XM	New$XX.XM
SYRE	Spyre Therapeutics, Inc.	New$XX.XM	New$XX.XM
CMPS	COMPASS Pathways plc	Added$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	BVF	RA
TYRA	Tyra Biosciences, Inc.	Held$XX.XM	Held$XX.XM
NAMSW	NewAmsterdam Pharma Co N.V.	Held$XX.XM	Trimmed$XX.XM
ETNB	89bio Inc.	Added$XX.XM	Held$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Held$XX.XM
AXSM	Axsome Therapeutics Inc.	Added$XX.XM	Held$XX.XM
SEPN	Septerna, Inc.	Trimmed$XX.XM	Held$XX.XM
GHRS	GH Research PLC	Held$XX.XM	Held$XX.XM
OLMA	Olema Pharmaceuticals, Inc.	Held$XX.XM	New$XX.XM
PEPG	PepGen Inc.	Held$XX.XM	Added$XX.XM
ANTX	AN2 Therapeutics, Inc.	Held$XX.XM	Added$XX.XM
XNCR	Xencor Inc.	Added$XX.XM	Held$XX.XM
ACRS	Aclaris Therapeutics Inc.	Added$XX.XM	Held$XX.XM
IVVD	Invivyd, Inc.	New$XX.XM	Held$XX.XM
CELC	Celcuity Inc.	New$XX.XM	Held$XX.XM
OVID	Ovid Therapeutics Inc.	Held$XX.XM	New$XX.XM
ELDN	Eledon Pharmaceuticals, Inc.	Held$XX.XM	New$XX.XM
AVTX	Avalo Therapeutics, Inc.	Added$XX.XM	Held$XX.XM
CTMX	CytomX Therapeutics Inc.	Held$XX.XM	Held$XX.XM
SABSW	SAB Biotherapeutics, Inc.	New$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	BVF	RA
JANX	Janux Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
FDMT	4D Molecular Therapeutics, Inc.	Trimmed$XX.XM	Added$XX.XM
IDYA	IDEAYA Biosciences Inc.	Trimmed$XX.XM	New$XX.XM