13F HOLDINGS REPORT
Krensavage Asset Management, LLC
Quarter ended Q3 2025 · Filed November 17, 2025 · Accession 0001609251-25-000007
Total Value
$234,698
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP | UTHR | 97,646 | $40,934 | 17.44% |
| 2 | ENANTA PHARMACEUTICALS INC | ENTA | 2,114,444 | $25,310 | 10.78% |
| 3 | JAZZ PHARMACEUTICALS PLC | JAZZ | 167,816 | $22,118 | 9.42% |
| 4 | BIOMARIN PHARMACEUTICAL INC | BMRN | 405,450 | $21,959 | 9.36% |
| 5 | EXELIXIS INC | EXEL | 518,526 | $21,415 | 9.12% |
| 6 | SUPERNUS PHARMACEUTICALS INC | SUPN | 363,479 | $17,371 | 7.40% |
| 7 | SANOFI-ADR | SNYNF | 323,946 | $15,290 | 6.51% |
| 8 | AVADEL PHARMACEUTICALS | G29687103 | 955,860 | $14,596 | 6.22% |
| 9 | GSK PLC-SPON ADR | GLAXF | 271,729 | $11,728 | 5.00% |
| 10 | CARDINAL HEALTH INC | CAH | 73,745 | $11,575 | 4.93% |
| 11 | INDIVIOR PLC | INDV | 339,532 | $8,186 | 3.49% |
| 12 | BIONTECH SE-ADR | BNTX | 79,366 | $7,827 | 3.33% |
| 13 | ALKERMES PLC | ALKS | 207,822 | $6,235 | 2.66% |
| 14 | VANDA PHARMACEUTICALS INC | VNDA | 1,180,388 | $5,890 | 2.51% |
| 15 | REGENERON PHARMACEUTICALS | REGN | 4,000 | $2,249 | 0.96% |
| 16 | BIOGEN INC | BIIB | 10,000 | $1,401 | 0.60% |
| 17 | EVOLUS INC | EOLS | 100,000 | $614 | 0.26% |