Cormorant vs Eventide vs OrbiMed — Portfolio Comparison

Cormorant vs Eventide vs OrbiMed — 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	Cormorant	Eventide	OrbiMed
MBX	MBX Biosciences, Inc.	Trimmed$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM

Ticker	Company	Cormorant	Eventide	OrbiMed
PCVX	Vaxcyte Inc.	Trimmed$XX.XM	Held$XX.XM	Trimmed$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Trimmed$XX.XM	Trimmed$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Cormorant	Eventide	OrbiMed
ELVN	Enliven Therapeutics, Inc.	New$XX.XM	—	Trimmed$XX.XM
GH	Guardant Health Inc.	—	Trimmed$XX.XM	Added$XX.XM
PRAX	Praxis Precision Medicines, Inc.	Trimmed$XX.XM	—	Added$XX.XM
BBIO	BridgeBio Pharma Inc.	Trimmed$XX.XM	Added$XX.XM	—
VRNA	Verona Pharma plc	New$XX.XM	Trimmed$XX.XM	New$XX.XM

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Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Cormorant	Eventide	OrbiMed
EWTX	Edgewise Therapeutics, Inc.	Trimmed$XX.XM	—	Held$XX.XM
ARGX	argenx SE	—	Trimmed$XX.XM	Trimmed$XX.XM
JANX	Janux Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
ISRG	Intuitive Surgical Inc.	—	Held$XX.XM	Held$XX.XM
RXDX	Prometheus Biosciences Inc.	New$XX.XM	New$XX.XM	—
EXAS	Exact Sciences Corporation	—	Held$XX.XM	Added$XX.XM
UTHR	United Therapeutics Corporation	—	Added$XX.XM	Held$XX.XM
INSM	Insmed Incorporated	Trimmed$XX.XM	Trimmed$XX.XM	—
EVH	Evolent Health, Inc.	—	Added$XX.XM	New$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
IONS	Ionis Pharmaceuticals Inc.	—	Held$XX.XM	Added$XX.XM
SRPT	Sarepta Therapeutics Inc.	—	Added$XX.XM	New$XX.XM
ASND	Ascendis Pharma A/S	—	New$XX.XM	Added$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	—	Added$XX.XM	Added$XX.XM
KROS	Keros Therapeutics Inc.	—	Added$XX.XM	Held$XX.XM
CYTK	Cytokinetics Incorporated	—	Added$XX.XM	Added$XX.XM
HZNP	Horizon Therapeutics Public Ltd.	—	New$XX.XM	Added$XX.XM
CGON	CG Oncology, Inc.	Held$XX.XM	—	Trimmed$XX.XM
COGT	Cogent Biosciences Inc.	—	Added$XX.XM	Added$XX.XM
KRRO	Korro Bio, Inc.	Held$XX.XM	Trimmed$XX.XM	—
ALXO	Alx Oncology Holdings Inc.	Added$XX.XM	—	Added$XX.XM
DXCM	DexCom Inc.	—	Held$XX.XM	Added$XX.XM