Deep vs Driehaus vs OrbiMed — Portfolio Comparison

Deep vs Driehaus 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	Deep	Driehaus	OrbiMed
AXSM	Axsome Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Added$XX.XM

Held by all 3 funds

Ticker	Company	Deep	Driehaus	OrbiMed
GH	Guardant Health Inc.	Added$XX.XM	Held$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	Held$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM
APGE	Apogee Therapeutics Inc.	Held$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM
CMPS	COMPASS Pathways plc	Held$XX.XM	Added$XX.XM	Added$XX.XM
UTHR	United Therapeutics Corporation	New$XX.XM	Added$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Deep	Driehaus	OrbiMed
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM	Added$XX.XM
DFTX	Definium Therapeutics, Inc.	Trimmed$XX.XM	Added$XX.XM	—
CRNX	Crinetics Pharmaceuticals Inc.	—	Added$XX.XM	Trimmed$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	Added$XX.XM	—	Trimmed$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Trimmed$XX.XM	Trimmed$XX.XM	Added$XX.XM

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Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Deep	Driehaus	OrbiMed
EWTX	Edgewise Therapeutics, Inc.	—	Added$XX.XM	Held$XX.XM
PRAX	Praxis Precision Medicines, Inc.	—	Added$XX.XM	Added$XX.XM
TARS	Tarsus Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	—
BMRN	BioMarin Pharmaceutical Inc.	Added$XX.XM	—	New$XX.XM
ARGX	argenx SE	Trimmed$XX.XM	—	Trimmed$XX.XM
CYTK	Cytokinetics Incorporated	Added$XX.XM	—	Added$XX.XM
NUVL	Nuvalent Inc.	Added$XX.XM	Added$XX.XM	—
SYRE	Spyre Therapeutics, Inc.	Trimmed$XX.XM	Held$XX.XM	—
SWTX	SpringWorks Therapeutics Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Trimmed$XX.XM	—	Held$XX.XM
ALKS	Alkermes plc	Added$XX.XM	Added$XX.XM	—
BIIB	Biogen Inc.	New$XX.XM	—	Added$XX.XM
NTRA	Natera Inc.	—	Added$XX.XM	Added$XX.XM
AMGN	Amgen Inc.	Added$XX.XM	—	Added$XX.XM
BBIO	BridgeBio Pharma Inc.	Added$XX.XM	Added$XX.XM	—
TVTX	Travere Therapeutics Inc.	New$XX.XM	Added$XX.XM	—
SRPT	Sarepta Therapeutics Inc.	Added$XX.XM	—	New$XX.XM
VRTX	Vertex Pharmaceuticals Inc.	—	Added$XX.XM	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	Added$XX.XM	—	New$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	—	Added$XX.XM
ITGR	Integer Holdings Corp.	—	Added$XX.XM	Added$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	—	Added$XX.XM
ARQT	Arcus Biosciences Inc.	—	Added$XX.XM	Added$XX.XM
EXAS	Exact Sciences Corporation	New$XX.XM	—	Added$XX.XM