Deep vs Deerfield — Portfolio Comparison

Deep vs Deerfield — Portfolio Comparison | BiotechEdge

Converging (22)

Funds agree

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

Ticker	Company	Deep	Deerfield
VERA	Vera Therapeutics Inc.	Added$XX.XM	Added$XX.XM
GH	Guardant Health Inc.	Added$XX.XM	Added$XX.XM
INSM	Insmed Incorporated	Added$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM
NBIX	Neurocrine Biosciences Inc.	New$XX.XM	New$XX.XM
BMRN	BioMarin Pharmaceutical Inc.	Added$XX.XM	Added$XX.XM
KURA	Kura Oncology, Inc.	Added$XX.XM	Added$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	Added$XX.XM
BCAX	Bicara Therapeutics Inc.	Added$XX.XM	New$XX.XM
AUTL	Autolus Therapeutics plc	Added$XX.XM	New$XX.XM
DCPH	Deciphera Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM
CRMD	CorMedix Inc.	Added$XX.XM	New$XX.XM
IMCR	Immunocore Holdings plc	Added$XX.XM	New$XX.XM
CMPS	COMPASS Pathways plc	Added$XX.XM	Added$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	New$XX.XM	New$XX.XM
TERN	Terns Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
BNTX	BioNTech SE	New$XX.XM	New$XX.XM
GLPGF	Galapagos NV	New$XX.XM	Added$XX.XM
SEPN	Septerna, Inc.	New$XX.XM	New$XX.XM
SLDB	Solid Biosciences Inc.	New$XX.XM	New$XX.XM
MRNA	Moderna Inc.	New$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	Deep	Deerfield
NUVL	Nuvalent Inc.	Added$XX.XM	Held$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Trimmed$XX.XM	Held$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	Held$XX.XM
ITCI	Intra-Cellular Therapies Inc.	Held$XX.XM	New$XX.XM
DVAX	Dynavax Technologies Corporation	Held$XX.XM	Held$XX.XM
APGE	Apogee Therapeutics Inc.	Held$XX.XM	New$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	New$XX.XM	Held$XX.XM
BBIO	BridgeBio Pharma Inc.	Added$XX.XM	Held$XX.XM
KYMR	Kymera Therapeutics Inc.	New$XX.XM	Held$XX.XM
VSTM	Verastem, Inc.	New$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Deep	Deerfield
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$XX.XM	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	Trimmed$XX.XM	Added$XX.XM