Krensavage Asset Management

Krensavage Asset Management as of Dec. 31, 2019

Portfolio Holdings for Krensavage Asset Management

Krensavage Asset Management holds 12 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Therapeutics Corporation (UTHR) 13.8 $41M 461k 88.08
Regeneron Pharmaceuticals (REGN) 13.4 $39M 104k 375.48
McKesson Corporation (MCK) 12.0 $35M 254k 138.32
Alexion Pharmaceuticals 11.6 $34M 314k 108.15
Biogen Idec (BIIB) 11.1 $33M 110k 296.73
Enanta Pharmaceuticals (ENTA) 10.3 $30M 489k 61.78
Taro Pharmaceutical Industries (TARO) 10.2 $30M 340k 87.93
Alkermes (ALKS) 6.3 $19M 905k 20.40
RTI Biologics 3.4 $9.9M 3.6M 2.74
Invacare Corporation 2.7 $7.9M 880k 9.02
Gilead Sciences (GILD) 2.7 $7.9M 122k 64.98
Anaptysbio Inc Common (ANAB) 2.4 $7.2M 440k 16.25