13F HOLDINGS REPORT
Krensavage Asset Management, LLC
Quarter ended Q4 2025 · Filed February 18, 2026 · Accession 0001609251-26-000003
Total Value
$283,112
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP | UTHR | 91,282 | $44,477 | 15.71% |
| 2 | ENANTA PHARMACEUTICALS INC | ENTA | 2,766,390 | $43,626 | 15.41% |
| 3 | BIOMARIN PHARMACEUTICAL INC | BMRN | 524,786 | $31,188 | 11.02% |
| 4 | JAZZ PHARMACEUTICALS PLC | JAZZ | 167,816 | $28,529 | 10.08% |
| 5 | EXELIXIS INC | EXEL | 493,526 | $21,631 | 7.64% |
| 6 | AVADEL PHARMACEUTICALS | G29687103 | 855,860 | $18,444 | 6.51% |
| 7 | SANOFI-ADR | SNYNF | 323,946 | $15,698 | 5.54% |
| 8 | SUPERNUS PHARMACEUTICALS INC | SUPN | 313,499 | $15,581 | 5.50% |
| 9 | CARDINAL HEALTH INC | CAH | 73,745 | $15,155 | 5.35% |
| 10 | INDIVIOR PLC | INDV | 339,532 | $12,182 | 4.30% |
| 11 | VANDA PHARMACEUTICALS INC | VNDA | 1,180,388 | $10,411 | 3.68% |
| 12 | BIONTECH SE-ADR | BNTX | 99,523 | $9,475 | 3.35% |
| 13 | GSK PLC-SPON ADR | GLAXF | 96,729 | $4,744 | 1.68% |
| 14 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 149,634 | $3,442 | 1.22% |
| 15 | REGENERON PHARMACEUTICALS | REGN | 4,000 | $3,087 | 1.09% |
| 16 | ALKERMES PLC | ALKS | 107,822 | $3,017 | 1.07% |
| 17 | BIOGEN INC | BIIB | 10,000 | $1,760 | 0.62% |
| 18 | EVOLUS INC | EOLS | 100,000 | $665 | 0.23% |