13F HOLDINGS REPORT
Krensavage Asset Management, LLC
Quarter ended Q2 2023 · Filed May 16, 2023 · Accession 0001609251-23-000003
Total Value
$329,274
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BIOGEN INC | BIIB | 177,126 | $49,246 | 14.96% |
| 2 | REGENERON PHARMACEUTICALS | REGN | 59,488 | $48,880 | 14.84% |
| 3 | UNITED THERAPEUTICS CORP | UTHR | 202,110 | $45,265 | 13.75% |
| 4 | EXELIXIS INC | EXEL | 2,135,868 | $41,457 | 12.59% |
| 5 | ALKERMES PLC | ALKS | 1,395,797 | $39,348 | 11.95% |
| 6 | EMBECTA CORP | EMBC | 1,062,123 | $29,867 | 9.07% |
| 7 | CARDINAL HEALTH INC | CAH | 353,278 | $26,672 | 8.10% |
| 8 | ENANTA PHARMACEUTICALS INC | ENTA | 603,301 | $24,397 | 7.41% |
| 9 | TARO PHARMACEUTICAL INDUS | M8737E108 | 641,910 | $15,611 | 4.74% |
| 10 | EAGLE PHARMACEUTICALS INC | 269796108 | 113,737 | $3,227 | 0.98% |
| 11 | KODIAK SCIENCES INC | KOD | 459,489 | $2,849 | 0.87% |
| 12 | VANDA PHARMACEUTICALS INC | VNDA | 361,560 | $2,455 | 0.75% |