Frazier Life Sciences Management, L.P.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ERASCA INC(ERAS) | 22,729,436 | 24,675,188 | +1,945,752 | 84,553,502 | 399,244,542 | 10.27% | +314,691,040 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 6,795,121 | 7,679,684 | +884,563 | 536,746,608 | 709,449,208 | 18.25% | +172,702,600 |
| BIOCRYST PHARMACEUTICALS INC(BCRX) | 0 | 4,009,240 | +4,009,240 | 0 | 38,167,965 | 0.98% | +38,167,965 |
| PALVELLA THERAPEUTICS INC NE(PVLA) | 722,400 | 882,400 | +160,000 | 75,613,608 | 109,991,160 | 2.83% | +34,377,552 |
| KALVISTA PHARMACEUTICALS INC | 5,039,867 | 4,961,108 | -78,759 | 81,393,852 | 99,867,104 | 2.57% | +18,473,252 |
| ACLARIS THERAPEUTICS INC | 0 | 4,925,374 | +4,925,374 | 0 | 18,470,153 | 0.48% | +18,470,153 |
| CYTOKINETICS INC(CYTK) | 934,642 | 1,159,879 | +225,237 | 59,387,153 | 76,447,625 | 1.97% | +17,060,472 |
| MONTE ROSA THERAPEUTICS INC(GLUE) | 0 | 1,000,000 | +1,000,000 | 0 | 16,450,000 | 0.42% | +16,450,000 |
| VOR BIOPHARMA INC(VOR) | 2,543,939 | 2,543,939 | 0 | 33,274,722 | 45,383,872 | 1.17% | +12,109,150 |
| AGIOS PHARMACEUTICALS INC(AGIO) | 1,279,754 | 1,256,080 | -23,674 | 34,834,904 | 42,493,186 | 1.09% | +7,658,282 |
| AURA BIOSCIENCES INC | 5,100,000 | 5,100,000 | 0 | 27,795,000 | 34,119,000 | 0.88% | +6,324,000 |
| ALKERMES PLC(ALKS) | 700,647 | 700,647 | 0 | 19,604,103 | 24,774,878 | 0.64% | +5,170,775 |
| ALLOGENE THERAPEUTICS INC | 3,868,750 | 3,796,668 | -72,082 | 5,300,188 | 9,263,870 | 0.24% | +3,963,682 |
| KRYSTAL BIOTECH INC(KRYS) | 488,460 | 481,307 | -7,153 | 120,424,928 | 124,331,224 | 3.20% | +3,906,296 |
| XILIO THERAPEUTICS INC | 0 | 422,505 | +422,505 | 0 | 3,553,267 | 0.09% | +3,553,267 |
| ZAI LAB LTD(ZLAB) | 1,902,320 | 1,902,320 | 0 | 33,556,925 | 35,782,639 | 0.92% | +2,225,714 |
| REVOLUTION MEDICINES INC(RVMD) | 797,455 | 675,686 | -121,769 | 63,517,291 | 65,710,464 | 1.69% | +2,193,173 |
| ASCENDIS PHARMA A/S(ASND) | 133,333 | 133,333 | 0 | 28,431,929 | 30,497,257 | 0.78% | +2,065,328 |
| IMMUNOCORE HLDGS PLC(IMCR) | 384,782 | 484,782 | +100,000 | 13,355,783 | 14,616,177 | 0.38% | +1,260,394 |
| IBIO INC | 1,953,467 | 1,953,467 | 0 | 3,770,191 | 3,711,587 | 0.10% | -58,604 |
| NEWAMSTERDAM PHARMA COMPANY *W EXP 99/99/999 | 500,333 | 500,333 | 0 | 11,507,659 | 10,026,673 | 0.26% | -1,480,986 |
| ACADIA PHARMACEUTICALS INC | 1,297,198 | 1,438,198 | +141,000 | 34,648,159 | 32,014,287 | 0.82% | -2,633,872 |
| AUTOLUS THERAPEUTICS LTD | 4,623,324 | 4,447,910 | -175,414 | 9,200,415 | 6,138,116 | 0.16% | -3,062,299 |
| XILIO THERAPEUTICS INC | 5,915,091 | 0 | -5,915,091 | 3,786,841 | 0 | — | -3,786,841 |
| DYNE THERAPEUTICS INC(DYN) | 3,153,082 | 3,153,082 | 0 | 61,674,284 | 57,165,377 | 1.47% | -4,508,907 |
| DESIGN THERAPEUTICS INC | 521,000 | 0 | -521,000 | 4,886,980 | 0 | — | -4,886,980 |
| VALNEVA SE | 2,291,666 | 2,291,666 | 0 | 20,212,494 | 14,322,913 | 0.37% | -5,889,581 |
| SAVARA INC(SVRA) | 9,862,301 | 9,720,852 | -141,449 | 59,469,675 | 53,075,852 | 1.37% | -6,393,823 |
| EVOLUS INC | 2,630,665 | 2,630,665 | 0 | 17,493,922 | 10,812,033 | 0.28% | -6,681,889 |
| TARSUS PHARMACEUTICALS INC(TARS) | 728,644 | 728,644 | 0 | 59,661,371 | 51,114,377 | 1.32% | -8,546,994 |
| TRAVERE THERAPEUTICS INC(TVTX) | 241,592 | 0 | -241,592 | 9,231,230 | 0 | — | -9,231,230 |
| MANNKIND CORP(MNKD) | 4,225,000 | 5,900,000 | +1,675,000 | 23,955,750 | 14,455,000 | 0.37% | -9,500,750 |
| TREVI THERAPEUTICS INC(TRVI) | 10,259,409 | 9,939,547 | -319,862 | 128,447,801 | 118,578,796 | 3.05% | -9,869,005 |
| MBX BIOSCIENCES INC(MBX) | 6,652,013 | 6,652,013 | 0 | 209,804,490 | 198,562,588 | 5.11% | -11,241,902 |
| DISC MEDICINE INC(IRON) | 1,260,000 | 1,354,852 | +94,852 | 100,056,600 | 86,629,237 | 2.23% | -13,427,363 |
| BRIDGEBIO PHARMA INC(BBIO) | 3,545,557 | 3,448,139 | -97,418 | 271,199,655 | 256,058,802 | 6.59% | -15,140,853 |
| LEXEO THERAPEUTICS INC | 4,424,725 | 4,424,725 | 0 | 43,937,519 | 25,397,922 | 0.65% | -18,539,597 |
| RAPT THERAPEUTICS INC | 983,333 | 0 | -983,333 | 33,305,489 | 0 | — | -33,305,489 |
| ABIVAX SA(ABVX) | 378,300 | 0 | -378,300 | 51,015,647 | 0 | — | -51,015,647 |
| NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES | 16,943,774 | 16,943,774 | 0 | 594,387,592 | 542,370,206 | 13.96% | -52,017,386 |
| MAZE THERAPEUTICS INC(MAZE) | 4,567,274 | 4,567,274 | 0 | 189,222,162 | 136,333,129 | 3.51% | -52,889,033 |
| ARCUTIS BIOTHERAPEUTICS INC(ARQT) | 9,874,511 | 9,874,511 | 0 | 286,755,799 | 232,643,479 | 5.99% | -54,112,320 |
| PHATHOM PHARMACEUTICALS INC(PHAT) | 12,466,489 | 12,466,489 | 0 | 206,819,053 | 138,502,693 | 3.56% | -68,316,360 |
| AVIDITY BIOSCIENCES INC | 983,125 | 0 | -983,125 | 70,912,806 | 0 | — | -70,912,806 |