Driehaus vs OrbiMed vs Rock — Portfolio Comparison

Driehaus vs OrbiMed vs Rock — 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	Driehaus	OrbiMed	Rock
TVTX	Travere Therapeutics Inc.	Added$XX.XM	New$XX.XM	Added$XX.XM

Funds disagree

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

Ticker	Company	Driehaus	OrbiMed	Rock
CRNX	Crinetics Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM	—
HUM	Humana Inc.	—	New$XX.XM	Trimmed$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Trimmed$XX.XM	Added$XX.XM	Added$XX.XM
NBIX	Neurocrine Biosciences Inc.	—	Added$XX.XM	Trimmed$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Added$XX.XM	Trimmed$XX.XM

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Held by 2 of 3 funds

Positions shared by some but not all selected funds.

Ticker	Company	Driehaus	OrbiMed	Rock
EWTX	Edgewise Therapeutics, Inc.	Added$XX.XM	Held$XX.XM	—
LLY	Eli Lilly & Co	—	Held$XX.XM	Added$XX.XM
BSX	Boston Scientific Corp.	—	Held$XX.XM	Held$XX.XM
PRAX	Praxis Precision Medicines, Inc.	Added$XX.XM	Added$XX.XM	—
ISRG	Intuitive Surgical Inc.	—	Held$XX.XM	Held$XX.XM
BPMC	Blueprint Medicines Corporation	Added$XX.XM	—	Added$XX.XM
UNH	Unitedhealth Group Inc.	—	New$XX.XM	Added$XX.XM
PCVX	Vaxcyte Inc.	Trimmed$XX.XM	Trimmed$XX.XM	—
ARGX	argenx SE	—	Trimmed$XX.XM	Trimmed$XX.XM
NTRA	Natera Inc.	Added$XX.XM	Added$XX.XM	—
GH	Guardant Health Inc.	Held$XX.XM	New$XX.XM	—
RYTM	Rhythm Pharmaceuticals Inc.	Added$XX.XM	—	Added$XX.XM
EVH	Evolent Health, Inc.	—	New$XX.XM	Added$XX.XM
PODD	Insulet Corp.	Added$XX.XM	—	New$XX.XM
SRPT	Sarepta Therapeutics Inc.	—	New$XX.XM	New$XX.XM
MBX	MBX Biosciences, Inc.	Trimmed$XX.XM	Trimmed$XX.XM	—
CMPS	COMPASS Pathways plc	Added$XX.XM	Added$XX.XM	—
RARE	Ultragenyx Pharmaceutical Inc.	Added$XX.XM	—	Added$XX.XM
VRTX	Vertex Pharmaceuticals Inc.	Added$XX.XM	Added$XX.XM	—
KYMR	Kymera Therapeutics Inc.	Trimmed$XX.XM	—	Held$XX.XM
EXAS	Exact Sciences Corporation	—	Added$XX.XM	Held$XX.XM
ITGR	Integer Holdings Corp.	Added$XX.XM	Added$XX.XM	—
NUVL	Nuvalent Inc.	Added$XX.XM	—	Added$XX.XM
UTHR	United Therapeutics Corporation	Trimmed$XX.XM	Held$XX.XM	—
TMO	Thermo Fisher Scientific Inc.	Added$XX.XM	New$XX.XM	—
AXSM	Axsome Therapeutics Inc.	Added$XX.XM	Added$XX.XM	—
ASND	Ascendis Pharma A/S	—	Added$XX.XM	Added$XX.XM