OrbiMed vs Rock — Portfolio Comparison

OrbiMed vs Rock — Portfolio Comparison | BiotechEdge

Converging (14)

Funds agree

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

Ticker	Company	OrbiMed	Rock
UNH	Unitedhealth Group Inc.	New$XX.XM	Added$XX.XM
ARGX	argenx SE	Trimmed$XX.XM	Trimmed$XX.XM
EVH	Evolent Health, Inc.	New$XX.XM	Added$XX.XM
BMRN	BioMarin Pharmaceutical Inc.	New$XX.XM	New$XX.XM
SRPT	Sarepta Therapeutics Inc.	New$XX.XM	New$XX.XM
MDGL	Madrigal Pharmaceuticals Inc.	New$XX.XM	New$XX.XM
EXAS	Exact Sciences Corporation	Added$XX.XM	Added$XX.XM
TVTX	Travere Therapeutics Inc.	New$XX.XM	Added$XX.XM
DXCM	DexCom Inc.	Added$XX.XM	Added$XX.XM
HZNP	Horizon Therapeutics Public Ltd.	Added$XX.XM	New$XX.XM
AKRO	Akero Therapeutics Inc.	Added$XX.XM	Added$XX.XM
ASND	Ascendis Pharma A/S	Added$XX.XM	Added$XX.XM
AMLX	Amylyx Pharmaceuticals, Inc.	New$XX.XM	New$XX.XM
IMTX	Immatics N.V.	Added$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	OrbiMed	Rock
LLY	Eli Lilly & Co	Held$XX.XM	Added$XX.XM
BSX	Boston Scientific Corp.	Held$XX.XM	Held$XX.XM
ISRG	Intuitive Surgical Inc.	Held$XX.XM	Held$XX.XM
EW	Edwards Lifesciences Corp.	Added$XX.XM	Held$XX.XM
THC	Tenet Healthcare Corp.	Held$XX.XM	Trimmed$XX.XM
CAI	Caris Life Sciences, Inc.	Held$XX.XM	Held$XX.XM

Funds disagree

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

Ticker	Company	OrbiMed	Rock
HUM	Humana Inc.	New$XX.XM	Trimmed$XX.XM
NBIX	Neurocrine Biosciences Inc.	Added$XX.XM	Trimmed$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	Trimmed$XX.XM	New$XX.XM
GPCR	Structure Therapeutics Inc.	Added$XX.XM	Trimmed$XX.XM
RYTM	Rhythm Pharmaceuticals Inc.	Added$XX.XM	Trimmed$XX.XM

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