Frazier Life Sciences Management, L.P. Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$1.5T
Holdings
51
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MIRMMIRUM PHARMACEUTICALS INC | 6,470,392 | $204.5B | 13.58% | |
| 2 | HLVXHILLEVAX INC | 9,781,472 | $131.6B | 8.74% | |
| 3 | KRYSKRYSTAL BIOTECH INC | 988,460 | $114.7B | 7.62% | |
| 4 | NAMSNEWAMSTERDAM PHARMA COMPANY | 12,131,705 | $112.2B | 7.45% | |
| 5 | PHATPHATHOM PHARMACEUTICALS INC | 10,109,279 | $104.8B | 6.96% | |
| 6 | BBIOBRIDGEBIO PHARMA INC | 2,725,949 | $71.9B | 4.77% | |
| 7 | PCVXVAXCYTE INC | 1,164,405 | $59.4B | 3.94% | |
| 8 | RYTMRHYTHM PHARMACEUTICALS INC | 2,371,304 | $54.4B | 3.61% | |
| 9 | VRNAVERONA PHARMA PLC | 3,014,349 | $49.1B | 3.26% | |
| 10 | CRNXCRINETICS PHARMACEUTICALS IN | 1,589,931 | $47.3B | 3.14% | |
| 11 | ARQTARCUTIS BIOTHERAPEUTICS INC | 8,684,232 | $46.1B | 3.06% | |
| 12 | NVLSEURALPINE IMMUNE SCIENCES INC | 2,985,757 | $34.2B | 2.27% | |
| 13 | TARSTARSUS PHARMACEUTICALS INC | 1,787,527 | $31.8B | 2.11% | |
| 14 | KALVKALVISTA PHARMACEUTICALS INC | 3,238,859 | $31.2B | 2.07% | |
| 15 | IRONDISC MEDICINE INC | 655,000 | $30.8B | 2.04% | |
| 16 | RCKTROCKET PHARMACEUTICALS INC | 1,403,013 | $28.7B | 1.91% | |
| 17 | RVMDREVOLUTION MEDICINES INC | 997,455 | $27.6B | 1.83% | |
| 18 | APLSAPELLIS PHARMACEUTICALS INC | 614,043 | $23.4B | 1.55% | |
| 19 | ANTXAN2 THERAPEUTICS INC | 1,388,889 | $22.3B | 1.48% | |
| 20 | MRUSMERUS N V | 746,479 | $17.6B | 1.17% | |
| 21 | AVTEAEROVATE THERAPEUTICS INC | 1,204,867 | $16.4B | 1.09% | |
| 22 | ANABANAPTYSBIO INC | 899,700 | $16.2B | 1.07% | |
| 23 | YB4PSAVARA INC | 4,000,000 | $15.1B | 1.00% | |
| 24 | TRVITREVI THERAPEUTICS INC | 6,881,090 | $15.0B | 1.00% | |
| 25 | COGTCOGENT BIOSCIENCES INC | 1,501,383 | $14.6B | 0.97% | |
| 26 | ELVNENLIVEN THERAPEUTICS INC | 1,050,483 | $14.3B | 0.95% | |
| 27 | TYRATYRA BIOSCIENCES INC | 1,028,013 | $14.2B | 0.94% | |
| 28 | SLNOSOLENO THERAPEUTICS INC | 464,937 | $13.7B | 0.91% | |
| 29 | ACADACADIA PHARMACEUTICALS INC | 630,897 | $13.1B | 0.87% | |
| 30 | ORICORIC PHARMACEUTICALS INC | 2,142,855 | $13.0B | 0.86% | |
| 31 | SNDXSYNDAX PHARMACEUTICALS INC | 1,200,000 | $10.3B | 0.68% | Put |
| 32 | AUTLAUTOLUS THERAPEUTICS PLC | 3,746,857 | $8.7B | 0.58% | |
| 33 | SLNSILENCE THERAPEUTICS PLC | 881,173 | $8.7B | 0.58% | |
| 34 | CERE1EURCEREVEL THERAPEUTICS HLDNG I | 393,000 | $8.6B | 0.57% | |
| 35 | APGEAPOGEE THERAPEUTICS INC | 400,000 | $8.5B | 0.57% | |
| 36 | MGNXMACROGENICS INC | 1,803,204 | $8.4B | 0.56% | |
| 37 | AGIOAGIOS PHARMACEUTICALS INC | 292,002 | $7.2B | 0.48% | |
| 38 | REPLREPLIMUNE GROUP INC | 386,762 | $6.6B | 0.44% | |
| 39 | NTLAINTELLIA THERAPEUTICS INC | 203,684 | $6.4B | 0.43% | |
| 40 | PRTAPROTHENA CORP PLC | 127,900 | $6.2B | 0.41% | |
| 41 | —THESEUS PHARMACEUTICALS INC | 2,248,194 | $6.0B | 0.40% | |
| 42 | ARVNARVINAS INC | 285,331 | $5.6B | 0.37% | |
| 43 | —BLUEBIRD BIO INC | 1,709,907 | $5.2B | 0.35% | |
| 44 | EWTXEDGEWISE THERAPEUTICS INC | 849,022 | $4.9B | 0.32% | |
| 45 | DCPHEURDECIPHERA PHARMACEUTICALS IN | 370,000 | $4.7B | 0.31% | |
| 46 | STROSUTRO BIOPHARMA INC | 780,000 | $2.7B | 0.18% | |
| 47 | 2JQGRITSTONE BIO INC | 1,430,878 | $2.5B | 0.16% | |
| 48 | ACRSACLARIS THERAPEUTICS INC | 264,377 | $1.8B | 0.12% | |
| 49 | ADCTADC THERAPEUTICS SA | 1,647,030 | $1.5B | 0.10% | |
| 50 | PASGPASSAGE BIO INC | 1,758,219 | $1.2B | 0.08% | |
| 51 | NAMSNEWAMSTERDAM PHARMA COMPANY | 500,333 | $950.6M | 0.06% |