13F HOLDINGS REPORT
Krensavage Asset Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001609251-25-000004
Total Value
$180,885
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EXELIXIS INC | EXEL | 878,533 | $32,435 | 17.93% |
| 2 | UNITED THERAPEUTICS CORP | UTHR | 98,228 | $30,281 | 16.74% |
| 3 | CARDINAL HEALTH INC | CAH | 188,745 | $26,003 | 14.38% |
| 4 | SUPERNUS PHARMACEUTICALS INC | SUPN | 431,986 | $14,148 | 7.82% |
| 5 | JAZZ PHARMACEUTICALS PLC | JAZZ | 100,703 | $12,502 | 6.91% |
| 6 | ENANTA PHARMACEUTICALS INC | ENTA | 2,116,586 | $11,684 | 6.46% |
| 7 | GSK PLC-SPON ADR | GLAXF | 272,000 | $10,537 | 5.83% |
| 8 | INDIVIOR PLC | INDV | 965,368 | $9,200 | 5.09% |
| 9 | SANOFI-ADR | SNYNF | 149,096 | $8,269 | 4.57% |
| 10 | BIONTECH SE-ADR | BNTX | 87,563 | $7,973 | 4.41% |
| 11 | AVADEL PHARMACEUTICALS | G29687103 | 950,000 | $7,439 | 4.11% |
| 12 | ALKERMES PLC | ALKS | 207,822 | $6,862 | 3.79% |
| 13 | VANDA PHARMACEUTICALS INC | VNDA | 754,381 | $3,463 | 1.91% |
| 14 | MURAL ONCOLOGY PLC | G63365103 | 70,263 | $89 | 0.05% |