$1.17 Billion is the total value of Frazier Life Sciences Management, L.P.'s 42 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARQT | New | ARCUTIS BIOTHERAPEUTICS INC | $162,443,000 | – | 8,434,232 | +100.0% | 13.84% | – |
| PHAT | New | PHATHOM PHARMACEUTICALS INC | $79,311,000 | – | 5,827,415 | +100.0% | 6.76% | – |
| MIRM | New | MIRUM PHARMACEUTICALS INC | $78,543,000 | – | 3,566,912 | +100.0% | 6.69% | – |
| SRRA | New | SIERRA ONCOLOGY INC | $75,067,000 | – | 2,342,198 | +100.0% | 6.40% | – |
| KRYS | New | KRYSTAL BIOTECH INC | $57,640,000 | – | 866,250 | +100.0% | 4.91% | – |
| New | IMAGO BIOSCIENCES INC | $57,256,000 | – | 2,971,274 | +100.0% | 4.88% | – | |
| PCVX | New | VAXCYTE INC | $55,776,000 | – | 2,309,554 | +100.0% | 4.75% | – |
| SNDX | New | SYNDAX PHARMACEUTICALS INC | $55,536,000 | – | 3,195,403 | +100.0% | 4.73% | – |
| KDNY | New | CHINOOK THERAPEUTICS INC | $44,369,000 | – | 2,712,041 | +100.0% | 3.78% | – |
| ISEE | New | IVERIC BIO INC | $40,755,000 | – | 2,421,563 | +100.0% | 3.47% | – |
| ALPN | New | ALPINE IMMUNE SCIENCES INC | $37,546,000 | – | 4,185,757 | +100.0% | 3.20% | – |
| VRDN | New | VIRIDIAN THERAPEUTICS INC | $32,164,000 | – | 1,739,530 | +100.0% | 2.74% | – |
| CRNX | New | CRINETICS PHARMACEUTICALS IN | $31,055,000 | – | 1,414,823 | +100.0% | 2.65% | – |
| BCYC | New | BICYCLE THERAPEUTICS PLCsponsored ads | $26,483,000 | – | 603,521 | +100.0% | 2.26% | – |
| TARS | New | TARSUS PHARMACEUTICALS INC | $23,837,000 | – | 1,417,157 | +100.0% | 2.03% | – |
| KALV | New | KALVISTA PHARMACEUTICALS INC | $23,174,000 | – | 1,572,192 | +100.0% | 1.98% | – |
| ANAB | New | ANAPTYSBIO INC | $22,259,000 | – | 899,700 | +100.0% | 1.90% | – |
| GRTS | New | GRITSTONE BIO INC | $21,578,000 | – | 5,237,348 | +100.0% | 1.84% | – |
| COGT | New | COGENT BIOSCIENCES INC | $19,862,000 | – | 2,651,754 | +100.0% | 1.69% | – |
| ARVN | New | ARVINAS INC | $18,193,000 | – | 270,331 | +100.0% | 1.55% | – |
| TCDA | New | TRICIDA INC | $17,115,000 | – | 2,082,093 | +100.0% | 1.46% | – |
| SLN | New | SILENCE THERAPEUTICS PLCads | $16,742,000 | – | 881,173 | +100.0% | 1.43% | – |
| MRUS | New | MERUS N V | $16,630,000 | – | 628,979 | +100.0% | 1.42% | – |
| AUTL | New | AUTOLUS THERAPEUTICS PLCspon ads | $15,624,000 | – | 3,746,857 | +100.0% | 1.33% | – |
| PASG | New | PASSAGE BIO INC | $15,529,000 | – | 5,009,219 | +100.0% | 1.32% | – |
| New | PARDES BIOSCIENCES INC | $15,025,000 | – | 2,081,007 | +100.0% | 1.28% | – | |
| FLACU | New | FRAZIER LIFESCIENCES ACQU COunit 12/09/2025 | $14,995,000 | – | 1,501,000 | +100.0% | 1.28% | – |
| NTLA | New | INTELLIA THERAPEUTICS INC | $14,802,000 | – | 203,684 | +100.0% | 1.26% | – |
| STRO | New | SUTRO BIOPHARMA INC | $14,603,000 | – | 1,776,479 | +100.0% | 1.24% | – |
| New | TYRA BIOSCIENCES INC | $14,206,000 | – | 1,327,665 | +100.0% | 1.21% | – | |
| REPL | New | REPLIMUNE GROUP INC | $12,171,000 | – | 716,762 | +100.0% | 1.04% | – |
| GRCL | New | GRACELL BIOTECHNOLOGIES INCsponsored ads | $8,029,000 | – | 3,445,973 | +100.0% | 0.68% | – |
| ACRS | New | ACLARIS THERAPEUTICS INC | $7,040,000 | – | 408,329 | +100.0% | 0.60% | – |
| AVDL | New | AVADEL PHARMACEUTICALS PLCsponsored adr | $6,501,000 | – | 951,814 | +100.0% | 0.55% | – |
| MTEM | New | MOLECULAR TEMPLATES INC | $4,740,000 | – | 1,374,047 | +100.0% | 0.40% | – |
| EPIX | New | ESSA PHARMA INC | $4,282,000 | – | 692,910 | +100.0% | 0.36% | – |
| APTX | New | APTINYX INC | $4,275,000 | – | 1,883,244 | +100.0% | 0.36% | – |
| IMVT | New | IMMUNOVANT INC | $3,228,000 | – | 585,759 | +100.0% | 0.28% | – |
| SRRK | New | SCHOLAR ROCK HLDG CORP | $2,011,000 | – | 156,000 | +100.0% | 0.17% | – |
| CERE | New | CEREVEL THERAPEUTICS HLDNG I | $1,955,000 | – | 55,835 | +100.0% | 0.17% | – |
| EPZM | New | EPIZYME INC | $850,000 | – | 739,369 | +100.0% | 0.07% | – |
| New | NABRIVA THERAPEUTICS PLC | $179,000 | – | 425,650 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ARCUTIS BIOTHERAPEUTICS INC | 7 | Q3 2023 | 17.0% |
| MIRUM PHARMACEUTICALS INC | 7 | Q3 2023 | 13.6% |
| PHATHOM PHARMACEUTICALS INC | 7 | Q3 2023 | 8.6% |
| KRYSTAL BIOTECH INC | 7 | Q3 2023 | 7.6% |
| SYNDAX PHARMACEUTICALS INC | 7 | Q3 2023 | 6.3% |
| VAXCYTE INC | 7 | Q3 2023 | 4.8% |
| CRINETICS PHARMACEUTICALS IN | 7 | Q3 2023 | 3.1% |
| ALPINE IMMUNE SCIENCES INC | 7 | Q3 2023 | 3.2% |
| TARSUS PHARMACEUTICALS INC | 7 | Q3 2023 | 2.5% |
| KALVISTA PHARMACEUTICALS INC | 7 | Q3 2023 | 2.1% |
View Frazier Life Sciences Management, L.P.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR/A | 2023-02-07 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-16 |
View Frazier Life Sciences Management, L.P.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.