13F HOLDINGS REPORT
Frazier Life Sciences Management, L.P.
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001892134-23-000001
Total Value
$1.51B
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MIRUM PHARMACEUTICALS INC | MIRM | 6,470,392 | $204.5M | 13.58% |
| 2 | HILLEVAX INC | 43157M102 | 9,781,472 | $131.6M | 8.74% |
| 3 | KRYSTAL BIOTECH INC | KRYS | 988,460 | $114.7M | 7.62% |
| 4 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 12,131,705 | $112.2M | 7.45% |
| 5 | PHATHOM PHARMACEUTICALS INC | PHAT | 10,109,279 | $104.8M | 6.96% |
| 6 | BRIDGEBIO PHARMA INC | BBIO | 2,725,949 | $71.9M | 4.77% |
| 7 | VAXCYTE INC | PCVX | 1,164,405 | $59.4M | 3.94% |
| 8 | RHYTHM PHARMACEUTICALS INC | RYTM | 2,371,304 | $54.4M | 3.61% |
| 9 | VERONA PHARMA PLC | 925050106 | 3,014,349 | $49.1M | 3.26% |
| 10 | CRINETICS PHARMACEUTICALS IN | CRNX | 1,589,931 | $47.3M | 3.14% |
| 11 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 8,684,232 | $46.1M | 3.06% |
| 12 | ALPINE IMMUNE SCIENCES INC | 02083G100 | 2,985,757 | $34.2M | 2.27% |
| 13 | TARSUS PHARMACEUTICALS INC | TARS | 1,787,527 | $31.8M | 2.11% |
| 14 | KALVISTA PHARMACEUTICALS INC | KALV | 3,238,859 | $31.2M | 2.07% |
| 15 | DISC MEDICINE INC | IRON | 655,000 | $30.8M | 2.04% |
| 16 | ROCKET PHARMACEUTICALS INC | RCKTW | 1,403,013 | $28.7M | 1.91% |
| 17 | REVOLUTION MEDICINES INC | RVMDW | 997,455 | $27.6M | 1.83% |
| 18 | APELLIS PHARMACEUTICALS INC | APLS | 614,043 | $23.4M | 1.55% |
| 19 | AN2 THERAPEUTICS INC | ANTX | 1,388,889 | $22.3M | 1.48% |
| 20 | MERUS N V | N5749R100 | 746,479 | $17.6M | 1.17% |
| 21 | AEROVATE THERAPEUTICS INC | 008064107 | 1,204,867 | $16.4M | 1.09% |
| 22 | ANAPTYSBIO INC | ANABV | 899,700 | $16.2M | 1.07% |
| 23 | SAVARA INC | SVRA | 4,000,000 | $15.1M | 1.00% |
| 24 | TREVI THERAPEUTICS INC | TRVI | 6,881,090 | $15.0M | 1.00% |
| 25 | COGENT BIOSCIENCES INC | COGT | 1,501,383 | $14.6M | 0.97% |
| 26 | ENLIVEN THERAPEUTICS INC | ELVN | 1,050,483 | $14.3M | 0.95% |
| 27 | TYRA BIOSCIENCES INC | TYRA | 1,028,013 | $14.2M | 0.94% |
| 28 | SOLENO THERAPEUTICS INC | SLNO | 464,937 | $13.7M | 0.91% |
| 29 | ACADIA PHARMACEUTICALS INC | ACAD | 630,897 | $13.1M | 0.87% |
| 30 | ORIC PHARMACEUTICALS INC | ORIC | 2,142,855 | $13.0M | 0.86% |
| 31 | AUTOLUS THERAPEUTICS PLC | AUTL | 3,746,857 | $8.7M | 0.58% |
| 32 | SYNDAX PHARMACEUTICALS INC | SNDX | 600,000 | $8.7M | 0.58% |
| 33 | SILENCE THERAPEUTICS PLC | SLNCF | 881,173 | $8.7M | 0.58% |
| 34 | CEREVEL THERAPEUTICS HLDNG I | 15678U128 | 393,000 | $8.6M | 0.57% |
| 35 | APOGEE THERAPEUTICS INC | APGE | 400,000 | $8.5M | 0.57% |
| 36 | MACROGENICS INC | MGNX | 1,803,204 | $8.4M | 0.56% |
| 37 | AGIOS PHARMACEUTICALS INC | AGIO | 292,002 | $7.2M | 0.48% |
| 38 | REPLIMUNE GROUP INC | REPL | 386,762 | $6.6M | 0.44% |
| 39 | INTELLIA THERAPEUTICS INC | NTLA | 203,684 | $6.4M | 0.43% |
| 40 | PROTHENA CORP PLC | PRTA | 127,900 | $6.2M | 0.41% |
| 41 | THESEUS PHARMACEUTICALS INC | 88369M101 | 2,248,194 | $6.0M | 0.40% |
| 42 | ARVINAS INC | ARVN | 285,331 | $5.6M | 0.37% |
| 43 | BLUEBIRD BIO INC | 09609G100 | 1,709,907 | $5.2M | 0.35% |
| 44 | EDGEWISE THERAPEUTICS INC | EWTX | 849,022 | $4.9M | 0.32% |
| 45 | DECIPHERA PHARMACEUTICALS IN | 24344T101 | 370,000 | $4.7M | 0.31% |
| 46 | SUTRO BIOPHARMA INC | STRO | 780,000 | $2.7M | 0.18% |
| 47 | GRITSTONE BIO INC | 39868T105 | 1,430,878 | $2.5M | 0.16% |
| 48 | ACLARIS THERAPEUTICS INC | ACRS | 264,377 | $1.8M | 0.12% |
| 49 | SYNDAX PHARMACEUTICALS INC | SNDX | 600,000 | $1.6M | 0.10% |
| 50 | ADC THERAPEUTICS SA | ADCT | 1,647,030 | $1.5M | 0.10% |
| 51 | PASSAGE BIO INC | PASG | 1,758,219 | $1.2M | 0.08% |
| 52 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 500,333 | $950,633 | 0.06% |