Deep vs OrbiMed — Portfolio Comparison

Deep vs OrbiMed — Portfolio Comparison | BiotechEdge

Converging (18)

Funds agree

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

Ticker	Company	Deep	OrbiMed
GH	Guardant Health 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
BMRN	BioMarin Pharmaceutical Inc.	Added$XX.XM	New$XX.XM
SWTX	SpringWorks Therapeutics Inc.	Trimmed$XX.XM	Trimmed$XX.XM
TARS	Tarsus Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
AXSM	Axsome Therapeutics Inc.	Added$XX.XM	Added$XX.XM
BIIB	Biogen Inc.	New$XX.XM	Added$XX.XM
AMGN	Amgen Inc.	Added$XX.XM	Added$XX.XM
VERA	Vera Therapeutics Inc.	Added$XX.XM	Added$XX.XM
TVTX	Travere Therapeutics Inc.	New$XX.XM	New$XX.XM
SRPT	Sarepta Therapeutics Inc.	Added$XX.XM	New$XX.XM
NBIX	Neurocrine Biosciences Inc.	New$XX.XM	Added$XX.XM
CMPS	COMPASS Pathways plc	Added$XX.XM	Added$XX.XM
TERN	Terns Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
GERN	Geron Corporation	Added$XX.XM	Added$XX.XM
EXAS	Exact Sciences Corporation	New$XX.XM	Added$XX.XM
QURE	uniQure N.V.	Added$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Deep	OrbiMed
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Held$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Trimmed$XX.XM	Held$XX.XM
APGE	Apogee Therapeutics Inc.	Held$XX.XM	Trimmed$XX.XM
CRVS	Corvus Pharmaceuticals Inc.	New$XX.XM	Held$XX.XM
AAVXF	Abivax S.A.	Held$XX.XM	Added$XX.XM

Funds disagree

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

Ticker	Company	Deep	OrbiMed
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
IONS	Ionis Pharmaceuticals Inc.	Trimmed$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Trimmed$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	New$XX.XM	Trimmed$XX.XM
MBX	MBX Biosciences, Inc.	Added$XX.XM	Trimmed$XX.XM

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