13F HOLDINGS REPORT
Krensavage Asset Management, LLC
Quarter ended Q2 2025 · Filed August 15, 2025 · Accession 0001609251-25-000006
Total Value
$188,935
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP | UTHR | 101,146 | $29,064 | 15.38% |
| 2 | CARDINAL HEALTH INC | CAH | 133,745 | $22,469 | 11.89% |
| 3 | EXELIXIS INC | EXEL | 493,526 | $21,752 | 11.51% |
| 4 | JAZZ PHARMACEUTICALS PLC | JAZZ | 164,816 | $17,490 | 9.26% |
| 5 | ENANTA PHARMACEUTICALS INC | ENTA | 2,114,444 | $15,985 | 8.46% |
| 6 | SUPERNUS PHARMACEUTICALS INC | SUPN | 472,376 | $14,889 | 7.88% |
| 7 | INDIVIOR PLC | INDV | 974,474 | $14,364 | 7.60% |
| 8 | GSK PLC-SPON ADR | GLAXF | 271,729 | $10,434 | 5.52% |
| 9 | AVADEL PHARMACEUTICALS | G29687103 | 958,877 | $8,486 | 4.49% |
| 10 | BIONTECH SE-ADR | BNTX | 73,382 | $7,813 | 4.14% |
| 11 | SANOFI-ADR | SNYNF | 148,946 | $7,196 | 3.81% |
| 12 | JOHNSON & JOHNSON | JNJ | 40,000 | $6,110 | 3.23% |
| 13 | ALKERMES PLC | ALKS | 207,822 | $5,946 | 3.15% |
| 14 | VANDA PHARMACEUTICALS INC | VNDA | 1,024,883 | $4,837 | 2.56% |
| 15 | REGENERON PHARMACEUTICALS | REGN | 4,000 | $2,100 | 1.11% |