13F HOLDINGS REPORT
Krensavage Asset Management, LLC
Quarter ended Q1 2023 · Filed February 15, 2023 · Accession 0001609251-23-000001
Total Value
$323,644
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP | UTHR | 192,048 | $53,407 | 16.50% |
| 2 | BIOGEN INC | BIIB | 177,004 | $49,016 | 15.15% |
| 3 | REGENERON PHARMACEUTICALS | REGN | 60,103 | $43,364 | 13.40% |
| 4 | ALKERMES PLC | ALKS | 1,401,783 | $36,629 | 11.32% |
| 5 | EXELIXIS INC | EXEL | 2,138,039 | $34,294 | 10.60% |
| 6 | ENANTA PHARMACEUTICALS INC | ENTA | 594,818 | $27,671 | 8.55% |
| 7 | EMBECTA CORP | EMBC | 1,017,657 | $25,737 | 7.95% |
| 8 | CARDINAL HEALTH INC | CAH | 332,749 | $25,578 | 7.90% |
| 9 | TARO PHARMACEUTICAL INDUS | M8737E108 | 644,664 | $18,721 | 5.78% |
| 10 | EAGLE PHARMACEUTICALS INC | 269796108 | 114,825 | $3,356 | 1.04% |
| 11 | KODIAK SCIENCES INC | KOD | 463,598 | $3,319 | 1.03% |
| 12 | VANDA PHARMACEUTICALS INC | VNDA | 345,290 | $2,552 | 0.79% |