Driehaus vs Redmile — Portfolio Comparison

Driehaus vs Redmile — Portfolio Comparison | BiotechEdge

Converging (15)

Funds agree

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

Ticker	Company	Driehaus	Redmile
KRYS	Krystal Biotech Inc.	Added$XX.XM	Added$XX.XM
SRRK	Scholar Rock Holding Corp.	Added$XX.XM	New$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
IMNM	Immunome Inc.	Added$XX.XM	Added$XX.XM
NRIX	Nurix Therapeutics Inc.	Added$XX.XM	Added$XX.XM
KYMR	Kymera Therapeutics Inc.	Added$XX.XM	New$XX.XM
LIVN	LivaNova PLC	Added$XX.XM	Added$XX.XM
PEN	Penumbra Inc.	Added$XX.XM	New$XX.XM
ARGX	argenx SE	Added$XX.XM	New$XX.XM
JAZZ	Jazz Pharmaceuticals plc	New$XX.XM	New$XX.XM
BPMC	Blueprint Medicines Corporation	Added$XX.XM	New$XX.XM
APLS	Apellis Pharmaceuticals Inc.	Added$XX.XM	New$XX.XM
CYTK	Cytokinetics Incorporated	Added$XX.XM	New$XX.XM
ISRG	Intuitive Surgical Inc.	Added$XX.XM	New$XX.XM
ICLR	Icon Plc	Added$XX.XM	New$XX.XM

Funds disagree

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

Ticker	Company	Driehaus	Redmile
BHVN	Biohaven Pharmaceutical Holding	Added$XX.XM	Trimmed$XX.XM
IDYA	IDEAYA Biosciences Inc.	Added$XX.XM	Trimmed$XX.XM