Casdin vs OrbiMed — Portfolio Comparison

Casdin vs OrbiMed — Portfolio Comparison | BiotechEdge

Converging (5)

Funds agree

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

Ticker	Company	Casdin	OrbiMed
SRPT	Sarepta Therapeutics Inc.	Added$XX.XM	New$XX.XM
UNH	Unitedhealth Group Inc.	Added$XX.XM	New$XX.XM
CI	Cigna Group	New$XX.XM	Added$XX.XM
ABCL	AbCellera Biologics Inc.	New$XX.XM	New$XX.XM
DXCM	DexCom Inc.	New$XX.XM	Added$XX.XM

Ticker	Company	Casdin	OrbiMed
RNA	Avidity Biosciences Inc.	Held$XX.XM	Trimmed$XX.XM
SPRY	ARS Pharmaceuticals, Inc.	Held$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Casdin	OrbiMed
ALNY	Alnylam Pharmaceuticals Inc.	New$XX.XM	Trimmed$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
EXAS	Exact Sciences Corporation	Trimmed$XX.XM	Added$XX.XM