SCHEDULE: Farallon Amends Enanta Pharma Stake, Updates Key Personnel

Sentiment:

Beneficial Ownership Report


Farallon Capital Management entities and individuals updated their beneficial ownership in Enanta Pharmaceuticals Inc., reflecting internal management changes within Farallon.

Summary

  • Farallon Capital entities and associated individuals collectively reported beneficial ownership of Enanta Pharmaceuticals Inc. common stock.
  • Farallon Partners, L.L.C. reported shared voting and dispositive power over 2,640,779 shares, representing 9.1% of the class.
  • Several individual managing members and senior managing members of Farallon entities, including Joshua J. Dapice, Philip D. Dreyfuss, Hannah E. Dunn, Varun N. Gehani, Nicolas Giauque, Avner A. Husen, David T. Kim, Michael G. Linn, Patrick (Cheng) Luo, Thomas G. Roberts, Jr., Edric C. Saito, Daniel S. Short, Andrew J. M. Spokes, John R. Warren, and Mark C. Wehrly, each reported shared voting and dispositive power over 2,816,862 shares, representing 9.8% of the class.
  • Avner A. Husen became a managing member/manager across key Farallon entities, effective January 1, 2026, and is now deemed a beneficial owner.
  • Richard B. Fried, Rajiv A. Patel, and William Seybold ceased their roles as managing members/managers across key Farallon entities, effective December 31, 2025, and are no longer deemed beneficial owners.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, as it primarily reports factual changes in beneficial ownership and internal management within the reporting entity, Farallon Capital, rather than providing new information about the issuer's (Enanta Pharmaceuticals Inc.) performance or strategic direction.

Industry Context

StockSavvy.ai notes that Schedule 13G filings primarily provide transparency into significant ownership stakes by institutional investors, rather than offering direct insights into the issuer's operational performance or industry trends. This filing details internal organizational changes within Farallon Capital, a major investment firm, and its continued significant stake in Enanta Pharmaceuticals Inc.

Management Changes

RolePrevious PersonNew PersonEffective DateReason
Managing Member/ManagerNoneAvner A. Husen01/01/2026Became a member of Farallon General Partner, manager of FCIP V General Partner, and manager of F5MI General Partner.
Managing Member/ManagerRichard B. FriedNone12/31/2025Ceased to be a member of Farallon General Partner, manager of FCIP V General Partner, and manager of F5MI General Partner.
Managing Member/ManagerRajiv A. PatelNone12/31/2025Ceased to be a member of Farallon General Partner, manager of FCIP V General Partner, and manager of F5MI General Partner.
Managing Member/ManagerWilliam SeyboldNone12/31/2025Ceased to be a member of Farallon General Partner, manager of FCIP V General Partner, and manager of F5MI General Partner.

Stakeholder Impact

  • Shareholders of Enanta Pharmaceuticals Inc. gain transparency regarding the beneficial ownership structure of a significant institutional investor, Farallon Capital.
  • The changes primarily impact the internal governance and beneficial ownership attribution within Farallon Capital and its associated funds.

Key Dates

DateDescription
12/31/2025Effective date when Richard B. Fried, Rajiv A. Patel, and William Seybold ceased their roles as managing members/managers of Farallon entities.
01/01/2026Effective date when Avner A. Husen became a managing member/manager of Farallon entities.
02/05/2026Date of filing of this Amendment No. 7 to Schedule 13G.

Keywords

Enanta Pharmaceuticals, Farallon Capital, Schedule 13G, Beneficial Ownership, Institutional Investor, Biotechnology, Pharmaceuticals, Equity Stake, SEC Filing, Management Change

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