Deep vs RA — Portfolio Comparison

Deep vs RA — Portfolio Comparison | BiotechEdge

Converging (19)

Funds agree

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

Ticker	Company	Deep	RA
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM
NUVL	Nuvalent Inc.	Added$XX.XM	Added$XX.XM
GERN	Geron Corporation	Added$XX.XM	Added$XX.XM
BIIB	Biogen Inc.	New$XX.XM	Added$XX.XM
BCAX	Bicara Therapeutics Inc.	Added$XX.XM	New$XX.XM
CLYM	Climb Bio, Inc.	New$XX.XM	Added$XX.XM
VRNA	Verona Pharma plc	Trimmed$XX.XM	Trimmed$XX.XM
FDMT	4D Molecular Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	Added$XX.XM
PLRX	Pliant Therapeutics Inc.	Added$XX.XM	New$XX.XM
MBX	MBX Biosciences, Inc.	Added$XX.XM	New$XX.XM
GRAL	Grail, Inc.	Added$XX.XM	New$XX.XM
COGT	Cogent Biosciences Inc.	Added$XX.XM	Added$XX.XM
SLDB	Solid Biosciences Inc.	New$XX.XM	Added$XX.XM
JBIO	Jade Biosciences, Inc.	New$XX.XM	Added$XX.XM
ATXS	Astria Therapeutics Inc.	New$XX.XM	Added$XX.XM
KURA	Kura Oncology, Inc.	Added$XX.XM	New$XX.XM
IPSC	Century Therapeutics, Inc.	Added$XX.XM	New$XX.XM
ALEC	Alector Inc.	New$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	Deep	RA
RNA	Avidity Biosciences Inc.	New$XX.XM	Held$XX.XM
ETNB	89bio Inc.	Trimmed$XX.XM	Held$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Held$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Held$XX.XM
AXSM	Axsome Therapeutics Inc.	Added$XX.XM	Held$XX.XM
ACLX	Arcellx Inc.	New$XX.XM	Held$XX.XM
APGE	Apogee Therapeutics Inc.	Held$XX.XM	Held$XX.XM
SEPN	Septerna, Inc.	New$XX.XM	Held$XX.XM
TVTX	Travere Therapeutics Inc.	New$XX.XM	Held$XX.XM
BCYC	Bicycle Therapeutics plc	Held$XX.XM	Held$XX.XM
LBRX	LB Pharmaceuticals Inc.	Held$XX.XM	Held$XX.XM
GHRS	GH Research PLC	Held$XX.XM	Held$XX.XM
SYRE	Spyre Therapeutics, Inc.	Trimmed$XX.XM	Held$XX.XM
CLDX	Celldex Therapeutics Inc.	Held$XX.XM	New$XX.XM
OLMA	Olema Pharmaceuticals, Inc.	Held$XX.XM	New$XX.XM
IVVD	Invivyd, Inc.	New$XX.XM	Held$XX.XM
ACRS	Aclaris Therapeutics Inc.	Added$XX.XM	Held$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Deep	RA
DYN	Dyne Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
ABOS	Acumen Pharmaceuticals, Inc.	Trimmed$XX.XM	Added$XX.XM