Commodore vs Deerfield — Portfolio Comparison

Commodore vs Deerfield — Portfolio Comparison | BiotechEdge

Converging (18)

Funds agree

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

Ticker	Company	Commodore	Deerfield
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM
KURA	Kura Oncology, Inc.	Added$XX.XM	Added$XX.XM
PHVS	Pharvaris N.V.	Added$XX.XM	Added$XX.XM
ARWR	Arrowhead Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	Added$XX.XM	New$XX.XM
SYRE	Spyre Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
NKTX	Nkarta, Inc.	Added$XX.XM	Added$XX.XM
CABA	Cabaletta Bio, Inc.	Trimmed$XX.XM	Trimmed$XX.XM
KYTX	Kyverna Therapeutics, Inc.	New$XX.XM	New$XX.XM
SLDB	Solid Biosciences Inc.	New$XX.XM	New$XX.XM
DAWN	Day One Biopharmaceuticals Inc.	New$XX.XM	Added$XX.XM
APGE	Apogee Therapeutics Inc.	Added$XX.XM	New$XX.XM
AUTL	Autolus Therapeutics plc	New$XX.XM	New$XX.XM
ENGNW	enGene Holdings Inc.	New$XX.XM	New$XX.XM
REPL	Replimune Group Inc.	New$XX.XM	New$XX.XM
NGNE	Neurogene Inc.	Added$XX.XM	New$XX.XM
DYN	Dyne Therapeutics Inc.	New$XX.XM	Added$XX.XM
MRSN	Mersana Therapeutics Inc.	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Commodore	Deerfield
NUVL	Nuvalent Inc.	Added$XX.XM	Held$XX.XM
IDYA	IDEAYA Biosciences Inc.	Held$XX.XM	Held$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Trimmed$XX.XM	Held$XX.XM
KYMR	Kymera Therapeutics Inc.	Held$XX.XM	Trimmed$XX.XM
TNGX	Tango Therapeutics Inc.	Held$XX.XM	Added$XX.XM

Funds disagree

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

Ticker	Company	Commodore	Deerfield
COGT	Cogent Biosciences Inc.	Added$XX.XM	Trimmed$XX.XM
VERA	Vera Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
CELC	Celcuity Inc.	Trimmed$XX.XM	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	Trimmed$XX.XM	New$XX.XM