13F HOLDINGS REPORT
Krensavage Asset Management, LLC
Quarter ended Q2 2024 · Filed August 15, 2024 · Accession 0001609251-24-000006
Total Value
$217,801
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EXELIXIS INC | EXEL | 1,677,393 | $37,691 | 17.31% |
| 2 | UNITED THERAPEUTICS CORP | UTHR | 118,208 | $37,655 | 17.29% |
| 3 | BIOGEN INC | BIIB | 123,785 | $28,696 | 13.18% |
| 4 | TARO PHARMACEUTICAL INDUS | M8737E108 | 650,089 | $27,954 | 12.83% |
| 5 | CARDINAL HEALTH INC | CAH | 217,656 | $21,400 | 9.83% |
| 6 | ENANTA PHARMACEUTICALS INC | ENTA | 1,251,338 | $16,230 | 7.45% |
| 7 | JAZZ PHARMACEUTICALS PLC | JAZZ | 109,076 | $11,642 | 5.35% |
| 8 | BIONTECH SE-ADR | BNTX | 132,293 | $10,631 | 4.88% |
| 9 | REGENERON PHARMACEUTICALS | REGN | 7,853 | $8,254 | 3.79% |
| 10 | SANOFI-ADR | SNYNF | 153,832 | $7,464 | 3.43% |
| 11 | ALKERMES PLC | ALKS | 257,554 | $6,207 | 2.85% |
| 12 | VANDA PHARMACEUTICALS INC | VNDA | 662,166 | $3,741 | 1.72% |
| 13 | MURAL ONCOLOGY PLC | G63365103 | 75,057 | $236 | 0.11% |