Frazier Life Sciences Management, L.P.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NEWAMSTERDAM PHARMA COMPANY | 16,607,074 | 16,701,956 | +94,882 | 300,754,110 | 475,003,629 | 14.23% | +174,249,519 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 6,795,121 | 6,795,121 | 0 | 345,803,708 | 498,150,321 | 14.93% | +152,346,613 |
| MAZE THERAPEUTICS INC(MAZE) | 4,567,275 | 4,567,274 | -1 | 56,040,464 | 118,429,415 | 3.55% | +62,388,951 |
| MBX BIOSCIENCES INC(MBX) | 5,985,347 | 6,652,013 | +666,666 | 68,292,809 | 116,410,228 | 3.49% | +48,117,419 |
| ARCUTIS BIOTHERAPEUTICS INC(ARQT) | 9,874,511 | 9,874,511 | 0 | 138,440,644 | 186,134,532 | 5.58% | +47,693,888 |
| VERONA PHARMA PLC | 3,383,950 | 3,383,950 | 0 | 320,053,991 | 361,101,305 | 10.82% | +41,047,314 |
| TREVI THERAPEUTICS INC(TRVI) | 10,259,409 | 10,259,409 | 0 | 56,118,967 | 93,873,592 | 2.81% | +37,754,625 |
| BRIDGEBIO PHARMA INC(BBIO) | 3,800,457 | 3,845,457 | +45,000 | 164,103,733 | 199,733,037 | 5.98% | +35,629,304 |
| ABIVAX SA(ABVX) | 0 | 378,300 | +378,300 | 0 | 32,117,670 | 0.96% | +32,117,670 |
| CYTOKINETICS INC(CYTK) | 554,731 | 890,445 | +335,714 | 18,328,312 | 48,938,857 | 1.47% | +30,610,545 |
| PALVELLA THERAPEUTICS INC NE(PVLA) | 722,400 | 722,400 | 0 | 16,282,896 | 45,287,256 | 1.36% | +29,004,360 |
| PHATHOM PHARMACEUTICALS INC(PHAT) | 12,466,489 | 12,466,489 | 0 | 119,553,630 | 146,730,576 | 4.40% | +27,176,946 |
| KRYSTAL BIOTECH INC(KRYS) | 688,460 | 688,460 | 0 | 94,635,712 | 121,533,844 | 3.64% | +26,898,132 |
| ERASCA INC(ERAS) | 22,729,436 | 22,729,436 | 0 | 28,866,384 | 49,550,170 | 1.48% | +20,683,786 |
| DYNE THERAPEUTICS INC(DYN) | 1,505,984 | 2,718,105 | +1,212,121 | 14,336,968 | 34,384,028 | 1.03% | +20,047,060 |
| VALNEVA SE | 1,458,333 | 2,291,666 | +833,333 | 8,239,581 | 27,958,325 | 0.84% | +19,718,744 |
| SAVARA INC(SVRA) | 11,462,301 | 11,462,301 | 0 | 26,134,046 | 40,920,415 | 1.23% | +14,786,369 |
| ACADIA PHARMACEUTICALS INC | 0 | 613,837 | +613,837 | 0 | 13,099,282 | 0.39% | +13,099,282 |
| TARSUS PHARMACEUTICALS INC(TARS) | 1,397,527 | 1,167,527 | -230,000 | 56,613,819 | 69,386,130 | 2.08% | +12,772,311 |
| ASSEMBLY BIOSCIENCES INC | 0 | 456,249 | +456,249 | 0 | 11,679,974 | 0.35% | +11,679,974 |
| LEXEO THERAPEUTICS INC | 4,424,725 | 4,424,725 | 0 | 17,787,395 | 29,380,174 | 0.88% | +11,592,779 |
| REVOLUTION MEDICINES INC(RVMD) | 997,455 | 997,455 | 0 | 36,696,369 | 46,581,149 | 1.40% | +9,884,780 |
| AVIDITY BIOSCIENCES INC | 625,000 | 625,000 | 0 | 17,750,000 | 27,231,250 | 0.82% | +9,481,250 |
| ZAI LAB LTD(ZLAB) | 1,308,138 | 1,627,320 | +319,182 | 45,745,586 | 55,149,875 | 1.65% | +9,404,289 |
| AGIOS PHARMACEUTICALS INC(AGIO) | 1,279,754 | 1,279,754 | 0 | 42,564,618 | 51,369,326 | 1.54% | +8,804,708 |
| DESIGN THERAPEUTICS INC | 1,953,547 | 1,953,547 | 0 | 6,583,453 | 14,710,209 | 0.44% | +8,126,756 |
| ENGENE HOLDINGS INC | 0 | 1,157,380 | +1,157,380 | 0 | 7,904,905 | 0.24% | +7,904,905 |
| DISC MEDICINE INC(IRON) | 1,654,834 | 1,438,534 | -216,300 | 87,640,009 | 95,058,327 | 2.85% | +7,418,318 |
| ADVERUM BIOTECHNOLOGIES INC | 1,069,244 | 2,077,431 | +1,008,187 | 2,298,875 | 9,410,762 | 0.28% | +7,111,887 |
| KALVISTA PHARMACEUTICALS INC | 4,887,867 | 5,039,867 | +152,000 | 55,257,336 | 61,385,580 | 1.84% | +6,128,244 |
| NEWAMSTERDAM PHARMA COMPANY | 500,333 | 500,333 | 0 | 4,002,664 | 8,560,698 | 0.26% | +4,558,034 |
| ASCENDIS PHARMA A/S(ASND) | 133,333 | 133,333 | 0 | 23,013,276 | 26,507,934 | 0.79% | +3,494,658 |
| IMMUNOCORE HLDGS PLC(IMCR) | 384,782 | 384,782 | 0 | 12,074,459 | 13,979,130 | 0.42% | +1,904,671 |
| VAXCYTE INC(PCVX) | 474,405 | 474,405 | 0 | 15,422,907 | 17,088,068 | 0.51% | +1,665,161 |
| MACROGENICS INC | 3,175,665 | 3,175,665 | 0 | 3,842,555 | 5,335,117 | 0.16% | +1,492,562 |
| ALLOGENE THERAPEUTICS INC | 3,868,750 | 3,868,750 | 0 | 4,371,688 | 4,797,250 | 0.14% | +425,562 |
| AURA BIOSCIENCES INC | 5,100,000 | 5,100,000 | 0 | 31,926,000 | 31,518,000 | 0.94% | -408,000 |
| SILENCE THERAPEUTICS PLC | 970,130 | 970,130 | 0 | 5,626,754 | 5,034,975 | 0.15% | -591,779 |
| AKERO THERAPEUTICS INC | 366,784 | 366,784 | 0 | 19,571,594 | 17,414,904 | 0.52% | -2,156,690 |
| ELEVATION ONCOLOGY INC | 5,993,579 | 0 | -5,993,579 | 2,200,243 | 0 | — | -2,200,243 |
| AUTOLUS THERAPEUTICS PLC | 4,623,324 | 4,623,324 | 0 | 10,541,179 | 7,536,018 | 0.23% | -3,005,161 |
| CRESCENT BIOPHARMA INC. | 453,685 | 272,951 | -180,734 | 7,322,476 | 3,245,387 | 0.10% | -4,077,089 |
| TRAVERE THERAPEUTICS INC(TVTX) | 1,002,092 | 392,092 | -610,000 | 14,830,962 | 9,370,999 | 0.28% | -5,459,963 |
| JADE BIOSCIENCES INC | 1,772,116 | 1,413,280 | -358,836 | 17,703,439 | 12,196,606 | 0.37% | -5,506,833 |
| MEREO BIOPHARMA GROUP PLC | 9,440,112 | 9,440,112 | 0 | 25,582,704 | 19,446,631 | 0.58% | -6,136,073 |
| ULTRAGENYX PHARMACEUTICAL IN(RARE) | 983,715 | 983,715 | 0 | 35,767,877 | 29,590,147 | 0.89% | -6,177,730 |
| EVOLUS INC | 2,435,550 | 2,630,665 | +195,115 | 22,431,416 | 16,152,283 | 0.48% | -6,279,133 |
| ORUKA THERAPEUTICS INC(ORKA) | 583,327 | 0 | -583,327 | 6,539,096 | 0 | — | -6,539,096 |
| ALKERMES PLC(ALKS) | 1,000,647 | 700,647 | -300,000 | 28,628,511 | 21,019,410 | 0.63% | -7,609,101 |
| ORIC PHARMACEUTICALS INC(ORIC) | 1,065,334 | 0 | -1,065,334 | 10,813,140 | 0 | — | -10,813,140 |
| COGENT BIOSCIENCES INC(COGT) | 1,734,601 | 0 | -1,734,601 | 12,454,435 | 0 | — | -12,454,435 |
| CG ONCOLOGY INC(CGON) | 770,000 | 0 | -770,000 | 20,020,000 | 0 | — | -20,020,000 |
| HILLEVAX INC | 10,617,062 | 0 | -10,617,062 | 21,127,953 | 0 | — | -21,127,953 |