Deerfield vs Perceptive — Portfolio Comparison

Deerfield vs Perceptive — Portfolio Comparison | BiotechEdge

Converging (20)

Funds agree

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

Ticker	Company	Deerfield	Perceptive
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	Added$XX.XM
CELC	Celcuity Inc.	Added$XX.XM	Added$XX.XM
NBIX	Neurocrine Biosciences Inc.	New$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	Added$XX.XM	Added$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	New$XX.XM	New$XX.XM
INSM	Insmed Incorporated	Added$XX.XM	Added$XX.XM
SWTX	SpringWorks Therapeutics Inc.	Added$XX.XM	Added$XX.XM
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
APGE	Apogee Therapeutics Inc.	New$XX.XM	Added$XX.XM
APLS	Apellis Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM
BCRX	Biocryst Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
SYRE	Spyre Therapeutics, Inc.	Added$XX.XM	Added$XX.XM
SLDB	Solid Biosciences Inc.	New$XX.XM	Added$XX.XM
BLTE	Belite Bio, Inc.	New$XX.XM	Added$XX.XM
PODD	Insulet Corp.	Added$XX.XM	Added$XX.XM
CGON	CG Oncology, Inc.	Added$XX.XM	New$XX.XM
MIRM	Mirum Pharmaceuticals Inc.	New$XX.XM	Added$XX.XM
TNGX	Tango Therapeutics Inc.	Added$XX.XM	New$XX.XM
AUTL	Autolus Therapeutics plc	New$XX.XM	Added$XX.XM
LIVN	LivaNova PLC	New$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	Deerfield	Perceptive
NUVL	Nuvalent Inc.	Held$XX.XM	Added$XX.XM
NTRA	Natera Inc.	Held$XX.XM	Trimmed$XX.XM
BBIO	BridgeBio Pharma Inc.	Held$XX.XM	Held$XX.XM
IRON	Disc Medicine Inc.	Held$XX.XM	Added$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM
SION	Sionna Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
ZBIO	Zenas BioPharma, Inc.	Held$XX.XM	New$XX.XM
BBNX	Beta Bionics, Inc.	Trimmed$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	Deerfield	Perceptive
COGT	Cogent Biosciences Inc.	Trimmed$XX.XM	Added$XX.XM
RVMD	Revolution Medicines Inc.	Trimmed$XX.XM	New$XX.XM
ROIV	Roivant Sciences Ltd.	Trimmed$XX.XM	Added$XX.XM
ITCI	Intra-Cellular Therapies Inc.	New$XX.XM	Trimmed$XX.XM
VKTX	Viking Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM

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