Casdin vs Commodore vs Deep — Portfolio Comparison

Casdin vs Commodore vs Deep — Portfolio Comparison | BiotechEdge

Divergent Activity (6)

Funds disagree

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

Ticker	Company	Casdin	Commodore	Deep
VERA	Vera Therapeutics Inc.	—	Trimmed$XX.XM	Added$XX.XM
PTGX	Protagonist Therapeutics Inc.	—	Trimmed$XX.XM	Added$XX.XM
CNTA	Centessa Pharmaceuticals plc	—	Trimmed$XX.XM	Added$XX.XM
FDMT	4D Molecular Therapeutics, Inc.	Trimmed$XX.XM	—	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	—	Trimmed$XX.XM	Added$XX.XM

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Partial Overlap (39)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Casdin	Commodore	Deep
PCVX	Vaxcyte Inc.	—	Added$XX.XM	Added$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
GH	Guardant Health Inc.	Added$XX.XM	—	Added$XX.XM
IMVT	Immunovant Inc.	—	Held$XX.XM	Added$XX.XM
RLAY	Relay Therapeutics Inc.	Added$XX.XM	Held$XX.XM	—
ALKS	Alkermes plc	—	Added$XX.XM	Added$XX.XM
NUVL	Nuvalent Inc.	—	Added$XX.XM	Added$XX.XM
AKRO	Akero Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
SRPT	Sarepta Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
MAZE	Maze Therapeutics, Inc.	Held$XX.XM	—	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
OCUL	Ocular Therapeutix Inc.	—	New$XX.XM	Added$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	New$XX.XM	—	New$XX.XM
APGE	Apogee Therapeutics Inc.	—	Added$XX.XM	Held$XX.XM
NTLA	Intellia Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
ORKA	Oruka Therapeutics, Inc.	—	Held$XX.XM	Trimmed$XX.XM
COGT	Cogent Biosciences Inc.	—	Added$XX.XM	Added$XX.XM
PLRX	Pliant Therapeutics Inc.	New$XX.XM	—	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
SLNO	Soleno Therapeutics Inc.	—	Added$XX.XM	New$XX.XM
CLDX	Celldex Therapeutics Inc.	—	Added$XX.XM	Held$XX.XM
LBRX	LB Pharmaceuticals Inc.	—	Held$XX.XM	Held$XX.XM
RNA	Avidity Biosciences Inc.	Held$XX.XM	—	New$XX.XM
AGIO	Agios Pharmaceuticals Inc.	—	Held$XX.XM	Added$XX.XM
MNMD	Mind Medicine Inc.	—	New$XX.XM	New$XX.XM
KYMR	Kymera Therapeutics Inc.	—	Held$XX.XM	New$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	—	Held$XX.XM	New$XX.XM
DFTX	Definium Therapeutics, Inc.	—	New$XX.XM	New$XX.XM
AAVXF	Abivax S.A.	—	Held$XX.XM	Held$XX.XM
BEAM	Beam Therapeutics Inc.	Held$XX.XM	—	Added$XX.XM
KURA	Kura Oncology, Inc.	—	Added$XX.XM	Added$XX.XM
CRVS	Corvus Pharmaceuticals Inc.	—	New$XX.XM	New$XX.XM
ENGNW	enGene Holdings Inc.	—	New$XX.XM	Added$XX.XM
SEPN	Septerna, Inc.	Held$XX.XM	—	New$XX.XM
NGNE	Neurogene Inc.	Added$XX.XM	Added$XX.XM	—
SLDB	Solid Biosciences Inc.	—	New$XX.XM	New$XX.XM
IPSC	Century Therapeutics, Inc.	—	New$XX.XM	Added$XX.XM
ZURA	Zura Bio Ltd.	—	New$XX.XM	New$XX.XM

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

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Divergent Activity (6)

Partial Overlap (39)

See what makes each fund unique

Casdin Capital21 unique

Commodore Capital29 unique

Deep Track Capital80 unique