13F HOLDINGS REPORT
Krensavage Asset Management, LLC
Quarter ended Q3 2024 · Filed November 15, 2024 · Accession 0001642274-24-000006
Total Value
$178,461
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED THERAPEUTICS CORP | UTHR | 100,332 | $35,954 | 20.15% |
| 2 | EXELIXIS INC | EXEL | 1,281,612 | $33,258 | 18.64% |
| 3 | CARDINAL HEALTH INC | CAH | 210,263 | $23,238 | 13.02% |
| 4 | BIOGEN INC | BIIB | 113,502 | $22,001 | 12.33% |
| 5 | ENANTA PHARMACEUTICALS INC | ENTA | 1,498,074 | $15,520 | 8.70% |
| 6 | JAZZ PHARMACEUTICALS PLC | JAZZ | 110,257 | $12,284 | 6.88% |
| 7 | BIONTECH SE-ADR | BNTX | 93,583 | $11,115 | 6.23% |
| 8 | SANOFI-ADR | SNYNF | 150,205 | $8,656 | 4.85% |
| 9 | ALKERMES PLC | ALKS | 251,495 | $7,039 | 3.94% |
| 10 | INDIVIOR PLC | INDV | 701,873 | $6,843 | 3.83% |
| 11 | VANDA PHARMACEUTICALS INC | VNDA | 414,684 | $1,945 | 1.09% |
| 12 | REGENERON PHARMACEUTICALS | REGN | 353 | $371 | 0.21% |
| 13 | MURAL ONCOLOGY PLC | G63365103 | 75,868 | $237 | 0.13% |