SCHEDULE 13G/A: Frazier Life Sciences Funds and Affiliates Disclose Significant Passive Stake in Palvella Therapeutics

Sentiment:

Beneficial Ownership Amendment


Frazier Life Sciences Public Fund and its affiliated entities, along with key individuals, have filed an amended Schedule 13G/A disclosing their passive beneficial ownership in Palvella Therapeutics, Inc., with certain individuals holding over 6% of the common stock.

Summary

  • Frazier Life Sciences Public Fund, L.P. and its related entities (FHMLSP, L.P. and FHMLSP, L.L.C.) collectively beneficially own 525,732 shares of Palvella Therapeutics, Inc. Common Stock, representing 4.8% of the class.
  • Frazier Life Sciences Public Overage Fund, L.P. and its related entities (FHMLSP Overage, L.P. and FHMLSP Overage, L.L.C.) collectively beneficially own 155,023 shares, representing 1.4% of the class.
  • Frazier Life Sciences X, L.P. and its related entities (FHMLS X, L.P. and FHMLS X, L.L.C.) collectively beneficially own 3,914 shares, representing 0.0% of the class.
  • Frazier Life Sciences XI, L.P. and its related entities (FHMLS XI, L.P. and FHMLS XI, L.L.C.) collectively beneficially own 5,343 shares, representing 0.0% of the class.
  • James N. Topper and Patrick J. Heron each beneficially own 690,012 shares, representing 6.3% of the class, through their shared voting and investment power over the combined holdings of the Frazier Life Sciences funds.
  • Albert Cha and James Brush each beneficially own 680,755 shares, representing 6.2% of the class, through their shared voting and investment power over the holdings of Frazier Life Sciences Public Fund and Public Overage Fund.
  • Daniel Estes beneficially owns 5,343 shares, representing 0.0% of the class, through his shared voting and investment power over the holdings of Frazier Life Sciences XI, L.P.
  • The percentages are calculated based on 11,018,747 shares of Common Stock outstanding as of March 25, 2025, as reported in Palvella Therapeutics, Inc.'s Annual Report on Form 10-K filed on March 31, 2025.
  • The filing is an amendment to a Schedule 13G, indicating a passive investment purpose, not for changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: This is a routine regulatory disclosure of beneficial ownership and does not inherently convey positive or negative sentiment regarding the company's performance or prospects.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

  • Shareholders: Provides transparency regarding significant passive ownership stakes by institutional investors and their affiliates, which can influence market perception and trading activity.

Key Dates

DateDescription
2016-03-29Date of Power of Attorney filed with the SEC for James N. Topper and Patrick J. Heron.
2017-07-31Date of Power of Attorney filed with the SEC for James N. Topper and Patrick J. Heron (referenced in signatures).
2021-08-16Date of Power of Attorney filed with the SEC for Albert Cha and James Brush.
2022-04-18Date of Power of Attorney filed with the SEC for Daniel Estes.
2025-03-25Date on which 11,018,747 shares of Common Stock were outstanding, as per the Issuer's 10-K.
2025-03-31Date of Event Which Requires Filing of this Statement; also the filing date of the Issuer's Annual Report on Form 10-K.
2025-05-15Date of filing of this Schedule 13G/A and Joint Filing Agreement.

Keywords

Palvella Therapeutics, Frazier Life Sciences, Schedule 13G/A, Beneficial Ownership, SEC Filing, Common Stock, Investment Funds, Passive Investment

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