Deep vs Driehaus vs Eventide — Portfolio Comparison

Deep vs Driehaus vs Eventide — Portfolio Comparison | BiotechEdge

Converging (4)

Funds agree

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

Ticker	Company	Deep	Driehaus	Eventide
CLDX	Celldex Therapeutics Inc.	Added$XX.XM	New$XX.XM	Added$XX.XM
BBIO	BridgeBio Pharma Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM
UTHR	United Therapeutics Corporation	New$XX.XM	Added$XX.XM	Added$XX.XM
SLNO	Soleno Therapeutics Inc.	New$XX.XM	Added$XX.XM	New$XX.XM

Ticker	Company	Deep	Driehaus	Eventide
PCVX	Vaxcyte Inc.	Held$XX.XM	Trimmed$XX.XM	Held$XX.XM
TGTX	TG Therapeutics Inc.	New$XX.XM	Added$XX.XM	Held$XX.XM

Divergent Activity (17)

Funds disagree

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

Ticker	Company	Deep	Driehaus	Eventide
GH	Guardant Health Inc.	Added$XX.XM	Held$XX.XM	Trimmed$XX.XM
DFTX	Definium Therapeutics, Inc.	Trimmed$XX.XM	Added$XX.XM	Added$XX.XM
APGE	Apogee Therapeutics Inc.	Held$XX.XM	Trimmed$XX.XM	Added$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM	—
AXSM	Axsome Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Trimmed$XX.XM

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Partial Overlap (31)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Deep	Driehaus	Eventide
TMDX	TransMedics Group, Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	—	Added$XX.XM	Held$XX.XM
ARGX	argenx SE	Trimmed$XX.XM	—	Trimmed$XX.XM
TARS	Tarsus Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	—
XENE	Xenon Pharmaceuticals Inc.	Trimmed$XX.XM	Trimmed$XX.XM	—
ALNY	Alnylam Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM
NUVL	Nuvalent Inc.	Added$XX.XM	Added$XX.XM	—
IONS	Ionis Pharmaceuticals Inc.	Trimmed$XX.XM	—	Held$XX.XM
ITCI	Intra-Cellular Therapies Inc.	Held$XX.XM	Added$XX.XM	—
SYRE	Spyre Therapeutics, Inc.	Trimmed$XX.XM	Held$XX.XM	—
CYTK	Cytokinetics Incorporated	Added$XX.XM	—	Added$XX.XM
ALKS	Alkermes plc	Added$XX.XM	Added$XX.XM	—
DVAX	Dynavax Technologies Corporation	Held$XX.XM	—	Added$XX.XM
CMPS	COMPASS Pathways plc	Held$XX.XM	Added$XX.XM	—
RYTM	Rhythm Pharmaceuticals Inc.	—	Added$XX.XM	Added$XX.XM
EXAS	Exact Sciences Corporation	New$XX.XM	—	Held$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Added$XX.XM	—
TVTX	Travere Therapeutics Inc.	New$XX.XM	Added$XX.XM	—
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	—	Held$XX.XM
SEPN	Septerna, Inc.	New$XX.XM	Added$XX.XM	—
INSP	Inspire Medical Systems, Inc.	—	Added$XX.XM	Added$XX.XM
CNTA	Centessa Pharmaceuticals plc	Added$XX.XM	Added$XX.XM	—
GKOS	Glaukos Corporation	—	Trimmed$XX.XM	Held$XX.XM
GERN	Geron Corporation	Added$XX.XM	—	Added$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	—	Added$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	—	Added$XX.XM
MNMD	Mind Medicine Inc.	New$XX.XM	Held$XX.XM	—
SRPT	Sarepta Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
RARE	Ultragenyx Pharmaceutical Inc.	Held$XX.XM	Added$XX.XM	—
IVVD	Invivyd, Inc.	New$XX.XM	Added$XX.XM	—
RNA	Avidity Biosciences Inc.	—	Added$XX.XM	Added$XX.XM

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Converging (4)

Shared Positions (2)

Divergent Activity (17)

Partial Overlap (31)

See what makes each fund unique

Deep Track Capital56 unique

Driehaus Capital42 unique

Eventide Asset Management24 unique