Casdin vs RA — Portfolio Comparison

Casdin vs RA — 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	Casdin	RA
LEGN	Legend Biotech Corporation	New$XX.XM	Added$XX.XM
DYN	Dyne Therapeutics Inc.	New$XX.XM	Added$XX.XM
RXRX	Recursion Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
PLRX	Pliant Therapeutics Inc.	New$XX.XM	New$XX.XM
TXG	10x Genomics Inc.	New$XX.XM	New$XX.XM
GRAL	Grail, Inc.	Added$XX.XM	New$XX.XM
SLDB	Solid Biosciences Inc.	New$XX.XM	Added$XX.XM
PRME	Prime Medicine, Inc.	Added$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Casdin	RA
RNA	Avidity Biosciences Inc.	Held$XX.XM	Held$XX.XM
WGSWW	GeneDx Holdings Corp.	Held$XX.XM	Held$XX.XM
SEPN	Septerna, Inc.	Held$XX.XM	Held$XX.XM
SPRY	ARS Pharmaceuticals, Inc.	Held$XX.XM	Held$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Held$XX.XM
TSHA	Taysha Gene Therapies, Inc.	New$XX.XM	Held$XX.XM
TNYA	Tenaya Therapeutics, Inc.	Added$XX.XM	Held$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	Held$XX.XM
CTNM	Contineum Therapeutics, Inc.	Held$XX.XM	New$XX.XM

Funds disagree

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

Ticker	Company	Casdin	RA
FDMT	4D Molecular Therapeutics, Inc.	Trimmed$XX.XM	Added$XX.XM
EXAS	Exact Sciences Corporation	Trimmed$XX.XM	New$XX.XM