Deep vs Driehaus — Portfolio Comparison

Deep vs Driehaus — Portfolio Comparison | BiotechEdge

Converging (25)

Funds agree

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

Ticker	Company	Deep	Driehaus
TARS	Tarsus Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
PRAX	Praxis Precision Medicines, Inc.	New$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Trimmed$XX.XM	Trimmed$XX.XM
AXSM	Axsome Therapeutics Inc.	Added$XX.XM	Added$XX.XM
CYTK	Cytokinetics Incorporated	Added$XX.XM	Added$XX.XM
NUVL	Nuvalent Inc.	Added$XX.XM	Added$XX.XM
BBIO	BridgeBio Pharma Inc.	Added$XX.XM	Added$XX.XM
INSM	Insmed Incorporated	Added$XX.XM	Added$XX.XM
MAZE	Maze Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
TVTX	Travere Therapeutics Inc.	New$XX.XM	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	Trimmed$XX.XM	Trimmed$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
DFTX	Definium Therapeutics, Inc.	New$XX.XM	New$XX.XM
CNTA	Centessa Pharmaceuticals plc	Added$XX.XM	Added$XX.XM
CMPS	COMPASS Pathways plc	Added$XX.XM	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
TGTX	TG Therapeutics Inc.	New$XX.XM	Added$XX.XM
IVVD	Invivyd, Inc.	New$XX.XM	Added$XX.XM
SLNO	Soleno Therapeutics Inc.	New$XX.XM	Added$XX.XM
KRRO	Korro Bio, Inc.	Added$XX.XM	Added$XX.XM
RNA	Avidity Biosciences Inc.	New$XX.XM	Added$XX.XM
NBIX	Neurocrine Biosciences Inc.	New$XX.XM	Added$XX.XM
ATXS	Astria Therapeutics Inc.	New$XX.XM	Added$XX.XM
JANX	Janux Therapeutics Inc.	Added$XX.XM	Added$XX.XM
IPSC	Century Therapeutics, Inc.	Added$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	Deep	Driehaus
GH	Guardant Health Inc.	Added$XX.XM	Held$XX.XM
APGE	Apogee Therapeutics Inc.	Held$XX.XM	Added$XX.XM
ITCI	Intra-Cellular Therapies Inc.	Held$XX.XM	Added$XX.XM
DVAX	Dynavax Technologies Corporation	Held$XX.XM	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	Held$XX.XM
ALKS	Alkermes plc	Added$XX.XM	Held$XX.XM
MNMD	Mind Medicine Inc.	New$XX.XM	Held$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Held$XX.XM	Added$XX.XM

Funds disagree

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

Ticker	Company	Deep	Driehaus
PCVX	Vaxcyte Inc.	Added$XX.XM	Trimmed$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
PTGX	Protagonist Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM
ARGX	argenx SE	Trimmed$XX.XM	Added$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Trimmed$XX.XM	Added$XX.XM

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