OrbiMed vs Redmile — Portfolio Comparison

OrbiMed vs Redmile — Portfolio Comparison | BiotechEdge

Converging (9)

Funds agree

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

Ticker	Company	OrbiMed	Redmile
KRYS	Krystal Biotech Inc.	Added$XX.XM	Added$XX.XM
FOLD	Amicus Therapeutics Inc.	Added$XX.XM	Added$XX.XM
BMRN	BioMarin Pharmaceutical Inc.	New$XX.XM	Added$XX.XM
HUM	Humana Inc.	New$XX.XM	Added$XX.XM
SRPT	Sarepta Therapeutics Inc.	New$XX.XM	New$XX.XM
EVH	Evolent Health, Inc.	New$XX.XM	Added$XX.XM
ALXO	Alx Oncology Holdings Inc.	Added$XX.XM	Added$XX.XM
CI	Cigna Group	Added$XX.XM	New$XX.XM
DXCM	DexCom Inc.	Added$XX.XM	New$XX.XM

Held by all 2 funds

Ticker	Company	OrbiMed	Redmile
BSX	Boston Scientific Corp.	Held$XX.XM	Added$XX.XM
ISRG	Intuitive Surgical Inc.	Held$XX.XM	New$XX.XM
SYK	Stryker Corp.	Held$XX.XM	New$XX.XM
ELV	Elevance Health, Inc.	Held$XX.XM	Added$XX.XM
KROS	Keros Therapeutics Inc.	Held$XX.XM	New$XX.XM
ADCT	ADC Therapeutics SA	Held$XX.XM	Trimmed$XX.XM
STTK	Shattuck Labs, Inc.	Held$XX.XM	Trimmed$XX.XM

Funds disagree

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

Ticker	Company	OrbiMed	Redmile
ARGX	argenx SE	Trimmed$XX.XM	New$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM
XENE	Xenon Pharmaceuticals Inc.	Trimmed$XX.XM	New$XX.XM