Frazier Life Sciences Management, L.P. Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$1.9T
Holdings
49
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MIRMMIRUM PHARMACEUTICALS INC | 6,495,392 | $191.7B | 10.25% | |
| 2 | HLVXHILLEVAX INC | 9,781,472 | $157.0B | 8.39% | |
| 3 | NAMSNEWAMSTERDAM PHARMA COMPANY | 12,131,705 | $135.5B | 7.25% | |
| 4 | KRYSKRYSTAL BIOTECH INC | 988,460 | $122.6B | 6.56% | |
| 5 | BBIOBRIDGEBIO PHARMA INC | 2,725,949 | $110.0B | 5.88% | |
| 6 | RYTMRHYTHM PHARMACEUTICALS INC | 2,371,304 | $109.0B | 5.83% | |
| 7 | PHATPHATHOM PHARMACEUTICALS INC | 10,109,279 | $92.3B | 4.93% | |
| 8 | PCVXVAXCYTE INC | 1,164,405 | $73.1B | 3.91% | |
| 9 | VRNAVERONA PHARMA PLC | 3,014,349 | $59.9B | 3.20% | |
| 10 | NVLSEURALPINE IMMUNE SCIENCES INC | 3,131,008 | $59.7B | 3.19% | |
| 11 | APLSAPELLIS PHARMACEUTICALS INC | 885,165 | $53.0B | 2.83% | |
| 12 | RCKTROCKET PHARMACEUTICALS INC | 1,523,013 | $45.6B | 2.44% | |
| 13 | IRONDISC MEDICINE INC | 785,000 | $45.3B | 2.42% | |
| 14 | KALVKALVISTA PHARMACEUTICALS INC | 3,622,294 | $44.4B | 2.37% | |
| 15 | TARSTARSUS PHARMACEUTICALS INC | 1,787,527 | $36.2B | 1.94% | |
| 16 | EWTXEDGEWISE THERAPEUTICS INC | 2,667,203 | $29.2B | 1.56% | |
| 17 | RVMDREVOLUTION MEDICINES INC | 997,455 | $28.6B | 1.53% | |
| 18 | ANTXAN2 THERAPEUTICS INC | 1,388,889 | $28.5B | 1.52% | |
| 19 | ARQTARCUTIS BIOTHERAPEUTICS INC | 8,764,232 | $28.3B | 1.51% | |
| 20 | AVTEAEROVATE THERAPEUTICS INC | 1,204,867 | $27.3B | 1.46% | |
| 21 | AUTLAUTOLUS THERAPEUTICS PLC | 3,746,857 | $24.1B | 1.29% | |
| 22 | MGNXMACROGENICS INC | 2,401,704 | $23.1B | 1.24% | |
| 23 | ACADACADIA PHARMACEUTICALS INC | 730,917 | $22.9B | 1.22% | |
| 24 | ETNBGBP89BIO INC | 2,000,000 | $22.3B | 1.19% | |
| 25 | MRUSMERUS N V | 746,479 | $20.5B | 1.10% | |
| 26 | ORICORIC PHARMACEUTICALS INC | 2,142,855 | $19.7B | 1.05% | |
| 27 | ANABANAPTYSBIO INC | 899,700 | $19.3B | 1.03% | |
| 28 | YB4PSAVARA INC | 4,000,000 | $18.8B | 1.01% | |
| 29 | SLNOSOLENO THERAPEUTICS INC | 464,937 | $18.7B | 1.00% | |
| 30 | CERE1EURCEREVEL THERAPEUTICS HLDNG I | 393,000 | $16.7B | 0.89% | |
| 31 | DCPHEURDECIPHERA PHARMACEUTICALS IN | 1,021,800 | $16.5B | 0.88% | |
| 32 | MDGLMADRIGAL PHARMACEUTICALS INC | 69,406 | $16.1B | 0.86% | |
| 33 | DYNDYNE THERAPEUTICS INC | 1,184,840 | $15.8B | 0.84% | |
| 34 | SLNSILENCE THERAPEUTICS PLC | 881,173 | $15.3B | 0.82% | |
| 35 | TYRATYRA BIOSCIENCES INC | 1,026,420 | $14.2B | 0.76% | |
| 36 | CRNXCRINETICS PHARMACEUTICALS IN | 397,483 | $14.1B | 0.76% | |
| 37 | GPCRSTRUCTURE THERAPEUTICS INC | 317,190 | $12.9B | 0.69% | |
| 38 | ARVNARVINAS INC | 285,331 | $11.7B | 0.63% | |
| 39 | COGTCOGENT BIOSCIENCES INC | 1,995,267 | $11.7B | 0.63% | |
| 40 | AGIOAGIOS PHARMACEUTICALS INC | 523,166 | $11.7B | 0.62% | |
| 41 | APGEAPOGEE THERAPEUTICS INC | 400,000 | $11.2B | 0.60% | |
| 42 | TRVITREVI THERAPEUTICS INC | 7,381,090 | $9.9B | 0.53% | |
| 43 | —THESEUS PHARMACEUTICALS INC | 2,118,051 | $8.6B | 0.46% | |
| 44 | NTLAINTELLIA THERAPEUTICS INC | 203,684 | $6.2B | 0.33% | |
| 45 | MRTXEURMIRATI THERAPEUTICS INC | 80,000 | $4.7B | 0.25% | |
| 46 | —BLUEBIRD BIO INC | 1,709,907 | $2.4B | 0.13% | |
| 47 | 2JQGRITSTONE BIO INC | 1,030,878 | $2.1B | 0.11% | |
| 48 | NAMSNEWAMSTERDAM PHARMA COMPANY | 500,333 | $1.6B | 0.08% | |
| 49 | ACRSACLARIS THERAPEUTICS INC | 264,377 | $277.6M | 0.01% |