Q1 2025 · 13F-HR
Frazier Life Sciences Management, L.P.holdings as filed
Filed 2025-05-15 · accession 0001892134-25-000005
$2.19B
Reported value
47
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| N62509109 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $329.9M | 15.1% | 16,116,418 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $306.1M | 14.0% | 6,795,121 | Common | SOLE |
| 925050106 | VRNA | VERONA PHARMA PLC | $219.5M | 10.0% | 3,457,850 | Common | SOLE |
| 03969K108 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | $137.4M | 6.28% | 8,785,284 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $131.4M | 6.00% | 3,800,457 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $124.1M | 5.67% | 688,460 | Common | SOLE |
| 254604101 | IRON | DISC MEDICINE INC | $87.1M | 3.98% | 1,754,834 | Common | SOLE |
| 87650L103 | TARS | TARSUS PHARMACEUTICALS INC | $71.8M | 3.28% | 1,397,527 | Common | SOLE |
| 89532M101 | TRVI | TREVI THERAPEUTICS INC | $64.5M | 2.95% | 10,259,409 | Common | SOLE |
| 71722W107 | PHAT | PHATHOM PHARMACEUTICALS INC | $63.4M | 2.90% | 10,109,279 | Common | SOLE |
| 483497103 | KALV | KALVISTA PHARMACEUTICALS INC | $56.4M | 2.58% | 4,887,867 | Common | SOLE |
| 578784100 | MAZE | MAZE THERAPEUTICS INC | $45.5M | 2.08% | 4,129,001 | Common | SOLE |
| 55287L101 | MBX | MBX BIOSCIENCES INC | $44.2M | 2.02% | 5,985,347 | Common | SOLE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $36.0M | 1.64% | 678,760 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $35.7M | 1.63% | 499,159 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $35.3M | 1.61% | 997,455 | Common | SOLE |
| 805111101 | SVRA | SAVARA INC | $31.8M | 1.45% | 11,462,301 | Common | SOLE |
| 00847X104 | AGIO | AGIOS PHARMACEUTICALS INC | $31.3M | 1.43% | 1,069,854 | Common | SOLE |
| 29479A108 | ERAS | ERASCA INC | $30.9M | 1.41% | 22,575,851 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $23.9M | 1.09% | 658,715 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A/S | $20.8M | 0.95% | 133,333 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $20.4M | 0.93% | 539,405 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $19.8M | 0.91% | 601,129 | Common | SOLE |
| 697947109 | PVLA | PALVELLA THERAPEUTICS INC NE | $19.3M | 0.88% | 690,012 | Common | SOLE |
| 156944100 | CGON | CG ONCOLOGY INC | $18.9M | 0.86% | 770,000 | Common | SOLE |
| 589492107 | MREO | MEREO BIOPHARMA GROUP PLC | $17.6M | 0.80% | 7,819,863 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $15.7M | 0.72% | 373,100 | Common | SOLE |
| 05370A108 | RNAGBP | AVIDITY BIOSCIENCES INC | $15.5M | 0.71% | 525,000 | Common | SOLE |
| 43157M102 | — | HILLEVAX INC | $15.4M | 0.70% | 10,617,062 | Common | SOLE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $15.1M | 0.69% | 1,443,341 | Common | SOLE |
| 98887Q104 | ZLAB | ZAI LAB LTD | $12.6M | 0.58% | 350,000 | Common | SOLE |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $8.9M | 0.41% | 301,170 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $7.9M | 0.36% | 1,410,193 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMACEUTICALS INC | $7.8M | 0.36% | 470,338 | Common | SOLE |
| 25056L103 | DSGN | DESIGN THERAPEUTICS INC | $7.5M | 0.34% | 1,953,547 | Common | SOLE |
| 77313F106 | RCKT | ROCKET PHARMACEUTICALS INC | $7.2M | 0.33% | 1,079,025 | Common | SOLE |
| 05280R100 | AUTL | AUTOLUS THERAPEUTICS PLC | $7.2M | 0.33% | 4,623,324 | Common | SOLE |
| 687604108 | ORKA | ORUKA THERAPEUTICS INC | $6.0M | 0.27% | 583,327 | Common | SOLE |
| 019770106 | ALLO | ALLOGENE THERAPEUTICS INC | $5.6M | 0.26% | 3,868,750 | Common | SOLE |
| N44445109 | IMTX | IMMATICS N.V | $5.6M | 0.26% | 1,247,911 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES INC | $5.6M | 0.26% | 936,576 | Common | SOLE |
| 00773U207 | AVU0 | ADVERUM BIOTECHNOLOGIES INC | $4.7M | 0.21% | 1,069,244 | Common | SOLE |
| N62509117 | NAMSW | NEWAMSTERDAM PHARMA COMPANY | $4.5M | 0.21% | 500,333 | Common | SOLE |
| 556099109 | MGNX | MACROGENICS INC | $4.0M | 0.18% | 3,175,665 | Common | SOLE |
| 52886X107 | LXEO | LEXEO THERAPEUTICS INC | $3.3M | 0.15% | 955,515 | Common | SOLE |
| 82686Q101 | SLN | SILENCE THERAPEUTICS PLC | $3.2M | 0.15% | 1,148,591 | Common | SOLE |
| 28623U101 | — | ELEVATION ONCOLOGY INC | $1.6M | 0.07% | 5,993,579 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.