13F HOLDINGS REPORT
Krensavage Asset Management, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001609251-24-000005
Total Value
$225,525
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EXELIXIS INC | EXEL | 1,566,140 | $37,165 | 16.48% |
| 2 | UNITED THERAPEUTICS CORP | UTHR | 156,714 | $36,000 | 15.96% |
| 3 | BIOGEN INC | BIIB | 134,068 | $28,909 | 12.82% |
| 4 | TARO PHARMACEUTICAL INDUS | M8737E108 | 647,868 | $27,431 | 12.16% |
| 5 | CARDINAL HEALTH INC | CAH | 235,656 | $26,370 | 11.69% |
| 6 | ENANTA PHARMACEUTICALS INC | ENTA | 1,124,586 | $19,635 | 8.71% |
| 7 | JAZZ PHARMACEUTICALS PLC | JAZZ | 101,151 | $12,181 | 5.40% |
| 8 | REGENERON PHARMACEUTICALS | REGN | 12,494 | $12,025 | 5.33% |
| 9 | BIONTECH SE-ADR | BNTX | 120,000 | $11,070 | 4.91% |
| 10 | SANOFI-ADR | SNYNF | 150,959 | $7,337 | 3.25% |
| 11 | ALKERMES PLC | ALKS | 257,554 | $6,972 | 3.09% |
| 12 | MURAL ONCOLOGY PLC | G63365103 | 88,001 | $430 | 0.19% |