Deerfield vs Rock — Portfolio Comparison

Deerfield vs Rock — Portfolio Comparison | BiotechEdge

Converging (10)

Funds agree

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

Ticker	Company	Deerfield	Rock
COGT	Cogent Biosciences Inc.	Trimmed$XX.XM	Trimmed$XX.XM
PODD	Insulet Corp.	Added$XX.XM	New$XX.XM
INSP	Inspire Medical Systems, Inc.	Added$XX.XM	Added$XX.XM
ACAD	ACADIA Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
SGRY	Surgery Partners, Inc.	Added$XX.XM	New$XX.XM
BCRX	Biocryst Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM
PCRX	Pacira BioSciences Inc.	New$XX.XM	New$XX.XM
PHVS	Pharvaris N.V.	Added$XX.XM	New$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	New$XX.XM	New$XX.XM
KRYS	Krystal Biotech Inc.	New$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	Deerfield	Rock
NUVL	Nuvalent Inc.	Held$XX.XM	Added$XX.XM
RVMD	Revolution Medicines Inc.	Trimmed$XX.XM	Held$XX.XM
LEGN	Legend Biotech Corporation	Added$XX.XM	Held$XX.XM
ACCD	Accolade Inc.	Held$XX.XM	Added$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	Held$XX.XM	New$XX.XM
KYMR	Kymera Therapeutics Inc.	Trimmed$XX.XM	Held$XX.XM
DVAX	Dynavax Technologies Corporation	Trimmed$XX.XM	Held$XX.XM
IRON	Disc Medicine Inc.	Held$XX.XM	Held$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Held$XX.XM	Added$XX.XM
CNMD	Conmed Corp.	Trimmed$XX.XM	Held$XX.XM
MREO	Mereo BioPharma Group plc	Held$XX.XM	Added$XX.XM
ZBIO	Zenas BioPharma, Inc.	Held$XX.XM	Trimmed$XX.XM

Funds disagree

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

Ticker	Company	Deerfield	Rock
NBIX	Neurocrine Biosciences Inc.	New$XX.XM	Trimmed$XX.XM
OSCR	Oscar Health, Inc.	Trimmed$XX.XM	Added$XX.XM
VERA	Vera Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM
IMCR	Immunocore Holdings plc	New$XX.XM	Trimmed$XX.XM
INSM	Insmed Incorporated	Added$XX.XM	Trimmed$XX.XM

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