13F HOLDINGS REPORT
Krensavage Asset Management, LLC
Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0001609251-23-000004
Total Value
$315,622
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BIOGEN INC | BIIB | 176,826 | $50,369 | 15.96% |
| 2 | UNITED THERAPEUTICS CORP | UTHR | 202,715 | $44,749 | 14.18% |
| 3 | REGENERON PHARMACEUTICALS | REGN | 59,188 | $42,529 | 13.47% |
| 4 | EXELIXIS INC | EXEL | 2,133,703 | $40,775 | 12.92% |
| 5 | ALKERMES PLC | ALKS | 1,103,451 | $34,538 | 10.94% |
| 6 | CARDINAL HEALTH INC | CAH | 353,714 | $33,451 | 10.60% |
| 7 | TARO PHARMACEUTICAL INDUS | M8737E108 | 643,080 | $24,392 | 7.73% |
| 8 | EMBECTA CORP | EMBC | 1,070,810 | $23,129 | 7.33% |
| 9 | ENANTA PHARMACEUTICALS INC | ENTA | 687,613 | $14,715 | 4.66% |
| 10 | VANDA PHARMACEUTICALS INC | VNDA | 362,951 | $2,392 | 0.76% |
| 11 | KODIAK SCIENCES INC | KOD | 344,634 | $2,378 | 0.75% |
| 12 | EAGLE PHARMACEUTICALS INC | 269796108 | 113,437 | $2,205 | 0.70% |