Deep vs Eventide vs Perceptive — Portfolio Comparison

Deep vs Eventide vs Perceptive — 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	Eventide	Perceptive
VRNA	Verona Pharma plc	Trimmed$XX.XM	Trimmed$XX.XM	Trimmed$XX.XM

Shared Positions (5)

Held by all 3 funds

Ticker	Company	Deep	Eventide	Perceptive
PCVX	Vaxcyte Inc.	Held$XX.XM	Held$XX.XM	Added$XX.XM
APGE	Apogee Therapeutics Inc.	Held$XX.XM	Added$XX.XM	Added$XX.XM
EXAS	Exact Sciences Corporation	New$XX.XM	Held$XX.XM	Added$XX.XM
BBIO	BridgeBio Pharma Inc.	Added$XX.XM	Added$XX.XM	Held$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Added$XX.XM	Added$XX.XM

Divergent Activity (16)

Funds disagree

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

Ticker	Company	Deep	Eventide	Perceptive
GH	Guardant Health Inc.	Added$XX.XM	Trimmed$XX.XM	—
IMVT	Immunovant Inc.	Trimmed$XX.XM	—	Added$XX.XM
ARGX	argenx SE	Trimmed$XX.XM	Trimmed$XX.XM	Added$XX.XM
SYRE	Spyre Therapeutics, Inc.	Trimmed$XX.XM	—	Added$XX.XM
INSM	Insmed Incorporated	Added$XX.XM	Trimmed$XX.XM	Added$XX.XM

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Partial Overlap (29)

Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Deep	Eventide	Perceptive
NUVL	Nuvalent Inc.	Added$XX.XM	—	Added$XX.XM
ASND	Ascendis Pharma A/S	—	New$XX.XM	Added$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	—	Added$XX.XM	Added$XX.XM
CELC	Celcuity Inc.	—	Trimmed$XX.XM	Trimmed$XX.XM
ITCI	Intra-Cellular Therapies Inc.	Held$XX.XM	—	Trimmed$XX.XM
ACLX	Arcellx Inc.	New$XX.XM	—	Held$XX.XM
CNTA	Centessa Pharmaceuticals plc	Added$XX.XM	—	Added$XX.XM
ORKA	Oruka Therapeutics, Inc.	Trimmed$XX.XM	—	Trimmed$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	—
TARS	Tarsus Pharmaceuticals Inc.	Added$XX.XM	—	Held$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
CYTK	Cytokinetics Incorporated	Added$XX.XM	Added$XX.XM	—
AKRO	Akero Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
DVAX	Dynavax Technologies Corporation	Held$XX.XM	Added$XX.XM	—
BMRN	BioMarin Pharmaceutical Inc.	Added$XX.XM	—	New$XX.XM
CLDX	Celldex Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
TNGX	Tango Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
JAZZ	Jazz Pharmaceuticals plc	New$XX.XM	—	Held$XX.XM
RXDX	Prometheus Biosciences Inc.	—	New$XX.XM	New$XX.XM
SLNO	Soleno Therapeutics Inc.	New$XX.XM	—	Held$XX.XM
UTHR	United Therapeutics Corporation	New$XX.XM	Added$XX.XM	—
AVLN	Avalyn Pharma Inc.	—	New$XX.XM	New$XX.XM
BLTE	Belite Bio, Inc.	—	Added$XX.XM	Added$XX.XM
SRPT	Sarepta Therapeutics Inc.	Added$XX.XM	—	Added$XX.XM
CRNX	Crinetics Pharmaceuticals Inc.	—	Held$XX.XM	Added$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	Added$XX.XM	—
BIIB	Biogen Inc.	New$XX.XM	—	Added$XX.XM
IVVD	Invivyd, Inc.	New$XX.XM	—	New$XX.XM
ENGNW	enGene Holdings Inc.	Added$XX.XM	—	Added$XX.XM

See Where Top Biotech Funds Agree — and Where They Don't

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Converging (1)

Shared Positions (5)

Divergent Activity (16)

Partial Overlap (29)

See what makes each fund unique

Deep Track Capital50 unique

Eventide Asset Management22 unique

Perceptive Advisors54 unique