Commodore vs Deep vs Deerfield — Portfolio Comparison

Commodore vs Deep 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	Deep	Deerfield
KURA	Kura Oncology, Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Shared Positions (3)

Held by all 3 funds

Ticker	Company	Commodore	Deep	Deerfield
NUVL	Nuvalent Inc.	Added$XX.XM	Added$XX.XM	Held$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	Added$XX.XM	Held$XX.XM
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	New$XX.XM	Held$XX.XM

Divergent Activity (8)

Funds disagree

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

Ticker	Company	Commodore	Deep	Deerfield
VERA	Vera Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM	Added$XX.XM
GPCR	Structure Therapeutics Inc.	—	Trimmed$XX.XM	Added$XX.XM
APLS	Apellis Pharmaceuticals Inc.	—	Trimmed$XX.XM	New$XX.XM
SWTX	SpringWorks Therapeutics Inc.	—	Trimmed$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Trimmed$XX.XM	Trimmed$XX.XM	Added$XX.XM

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Partial Overlap (32)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Commodore	Deep	Deerfield
IONS	Ionis Pharmaceuticals Inc.	—	Trimmed$XX.XM	Held$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM	—
GH	Guardant Health Inc.	—	Added$XX.XM	Added$XX.XM
IMVT	Immunovant Inc.	Held$XX.XM	Added$XX.XM	—
ITCI	Intra-Cellular Therapies Inc.	—	Held$XX.XM	New$XX.XM
INSM	Insmed Incorporated	—	Added$XX.XM	Added$XX.XM
DVAX	Dynavax Technologies Corporation	—	Held$XX.XM	Held$XX.XM
ALKS	Alkermes plc	Added$XX.XM	Added$XX.XM	—
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
CELC	Celcuity Inc.	Trimmed$XX.XM	—	Held$XX.XM
NBIX	Neurocrine Biosciences Inc.	—	New$XX.XM	New$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
BMRN	BioMarin Pharmaceutical Inc.	—	Added$XX.XM	Added$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	—	New$XX.XM	Held$XX.XM
BBIO	BridgeBio Pharma Inc.	—	Added$XX.XM	Held$XX.XM
ORKA	Oruka Therapeutics, Inc.	Held$XX.XM	Trimmed$XX.XM	—
PHVS	Pharvaris N.V.	Added$XX.XM	—	Held$XX.XM
TNGX	Tango Therapeutics Inc.	—	Added$XX.XM	Added$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	—
AMLX	Amylyx Pharmaceuticals, Inc.	Held$XX.XM	—	New$XX.XM
BCAX	Bicara Therapeutics Inc.	—	Added$XX.XM	New$XX.XM
LBRX	LB Pharmaceuticals Inc.	Held$XX.XM	Held$XX.XM	—
MNMD	Mind Medicine Inc.	New$XX.XM	New$XX.XM	—
CRMD	CorMedix Inc.	—	Added$XX.XM	New$XX.XM
DFTX	Definium Therapeutics, Inc.	New$XX.XM	New$XX.XM	—
NKTX	Nkarta, Inc.	Added$XX.XM	—	Added$XX.XM
CABA	Cabaletta Bio, Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Held$XX.XM	—
EWTX	Edgewise Therapeutics, Inc.	—	Added$XX.XM	Added$XX.XM
CRVS	Corvus Pharmaceuticals Inc.	New$XX.XM	New$XX.XM	—

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Converging (1)

Shared Positions (3)

Divergent Activity (8)

Partial Overlap (32)

See what makes each fund unique

Commodore Capital17 unique

Deep Track Capital55 unique

Deerfield Management63 unique