13F HOLDINGS REPORT (Amended)
Krensavage Asset Management, LLC
Quarter ended Q4 2024 · Filed February 18, 2025 · Accession 0001609251-25-000002
Total Value
$169,025
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP | UTHR | 92,057 | $32,481 | 19.22% |
| 2 | EXELIXIS INC | EXEL | 965,866 | $32,163 | 19.03% |
| 3 | CARDINAL HEALTH INC | CAH | 208,845 | $24,700 | 14.61% |
| 4 | BIOGEN INC | BIIB | 108,923 | $16,657 | 9.85% |
| 5 | JAZZ PHARMACEUTICALS PLC | JAZZ | 105,803 | $13,030 | 7.71% |
| 6 | ENANTA PHARMACEUTICALS INC | ENTA | 2,117,390 | $12,175 | 7.20% |
| 7 | INDIVIOR PLC | INDV | 935,680 | $11,631 | 6.88% |
| 8 | BIONTECH SE-ADR | BNTX | 88,663 | $10,103 | 5.98% |
| 9 | SANOFI-ADR | SNYNF | 149,196 | $7,196 | 4.26% |
| 10 | ALKERMES PLC | ALKS | 238,136 | $6,849 | 4.05% |
| 11 | VANDA PHARMACEUTICALS INC | VNDA | 378,762 | $1,814 | 1.07% |
| 12 | MURAL ONCOLOGY PLC | G63365103 | 70,163 | $226 | 0.13% |