13F HOLDINGS REPORT
Krensavage Asset Management, LLC
Quarter ended Q4 2023 · Filed November 15, 2023 · Accession 0001609251-23-000005
Total Value
$271,606
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP | UTHR | 201,222 | $45,450 | 16.73% |
| 2 | EXELIXIS INC | EXEL | 1,899,151 | $41,496 | 15.28% |
| 3 | BIOGEN INC | BIIB | 160,480 | $41,245 | 15.19% |
| 4 | REGENERON PHARMACEUTICALS | REGN | 47,256 | $38,890 | 14.32% |
| 5 | ALKERMES PLC | ALKS | 906,060 | $25,379 | 9.34% |
| 6 | CARDINAL HEALTH INC | CAH | 291,319 | $25,292 | 9.31% |
| 7 | TARO PHARMACEUTICAL INDUS | M8737E108 | 640,735 | $24,162 | 8.90% |
| 8 | EMBECTA CORP | EMBC | 1,164,876 | $17,531 | 6.45% |
| 9 | ENANTA PHARMACEUTICALS INC | ENTA | 735,103 | $8,211 | 3.02% |
| 10 | EAGLE PHARMACEUTICALS INC | 269796108 | 112,666 | $1,777 | 0.65% |
| 11 | VANDA PHARMACEUTICALS INC | VNDA | 360,429 | $1,557 | 0.57% |
| 12 | KODIAK SCIENCES INC | KOD | 342,312 | $616 | 0.23% |