Commodore vs Cormorant vs Deerfield — Portfolio Comparison

Commodore vs Cormorant vs Deerfield — Portfolio Comparison | BiotechEdge

Converging (1)

Funds agree

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

Ticker	Company	Commodore	Cormorant	Deerfield
PHVS	Pharvaris N.V.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Divergent Activity (12)

Funds disagree

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

Ticker	Company	Commodore	Cormorant	Deerfield
VERA	Vera Therapeutics Inc.	Trimmed$XX.XM	—	Added$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Trimmed$XX.XM	Added$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM	Added$XX.XM
NAMSW	NewAmsterdam Pharma Co N.V.	—	Added$XX.XM	Trimmed$XX.XM
EYPT	EyePoint, Inc.	Added$XX.XM	Trimmed$XX.XM	—

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Partial Overlap (29)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Commodore	Cormorant	Deerfield
NUVL	Nuvalent Inc.	Added$XX.XM	—	Held$XX.XM
PRAX	Praxis Precision Medicines, Inc.	—	Trimmed$XX.XM	Held$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	—	Held$XX.XM
BBIO	BridgeBio Pharma Inc.	—	Trimmed$XX.XM	Held$XX.XM
CELC	Celcuity Inc.	Trimmed$XX.XM	—	Held$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Trimmed$XX.XM	—
ELVN	Enliven Therapeutics, Inc.	Held$XX.XM	New$XX.XM	—
XENE	Xenon Pharmaceuticals Inc.	Trimmed$XX.XM	—	Held$XX.XM
PBLS	Parabilis Medicines, Inc.	—	New$XX.XM	New$XX.XM
ERAS	Erasca Inc.	New$XX.XM	Added$XX.XM	—
AMLX	Amylyx Pharmaceuticals, Inc.	Held$XX.XM	—	New$XX.XM
KURA	Kura Oncology, Inc.	Added$XX.XM	—	Added$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM
CNTA	Centessa Pharmaceuticals plc	Trimmed$XX.XM	Trimmed$XX.XM	—
SNDX	Syndax Pharmaceuticals Inc.	—	New$XX.XM	New$XX.XM
DRUG	Bright Minds Biosciences Inc.	Held$XX.XM	Held$XX.XM	—
GPCR	Structure Therapeutics Inc.	—	Added$XX.XM	Added$XX.XM
PTGX	Protagonist Therapeutics Inc.	Trimmed$XX.XM	Trimmed$XX.XM	—
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	—	Held$XX.XM
ORKA	Oruka Therapeutics, Inc.	Held$XX.XM	Held$XX.XM	—
RYTM	Rhythm Pharmaceuticals Inc.	Trimmed$XX.XM	Trimmed$XX.XM	—
IMVT	Immunovant Inc.	Held$XX.XM	Trimmed$XX.XM	—
NKTX	Nkarta, Inc.	Added$XX.XM	—	Added$XX.XM
DMRA	Damora Therapeutics, Inc.	Held$XX.XM	New$XX.XM	—
CBAY	CymaBay Therapeutics Inc.	Held$XX.XM	Added$XX.XM	—
CGON	CG Oncology, Inc.	—	Held$XX.XM	Added$XX.XM
AUTL	Autolus Therapeutics plc	—	Added$XX.XM	New$XX.XM
KYTX	Kyverna Therapeutics, Inc.	New$XX.XM	—	New$XX.XM
SLDB	Solid Biosciences Inc.	New$XX.XM	—	New$XX.XM

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Converging (1)

Divergent Activity (12)

Partial Overlap (29)

See what makes each fund unique

Commodore Capital23 unique

Cormorant Asset Management34 unique

Deerfield Management76 unique