Krensavage Asset Management as of March 31, 2020
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 13 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 16.5 | $51M | 540k | 94.83 | |
| Regeneron Pharmaceuticals (REGN) | 13.6 | $42M | 87k | 488.29 | |
| Alexion Pharmaceuticals | 13.3 | $42M | 462k | 89.79 | |
| Enanta Pharmaceuticals (ENTA) | 11.6 | $36M | 700k | 51.43 | |
| Biogen Idec (BIIB) | 11.3 | $35M | 111k | 316.38 | |
| Taro Pharmaceutical Industries (TARO) | 9.6 | $30M | 487k | 61.20 | |
| McKesson Corporation (MCK) | 9.5 | $30M | 218k | 135.26 | |
| Alkermes (ALKS) | 5.4 | $17M | 1.2M | 14.42 | |
| Gilead Sciences (GILD) | 2.8 | $8.8M | 118k | 74.76 | |
| RTI Biologics | 2.2 | $6.9M | 4.0M | 1.71 | |
| Invacare Corporation | 2.1 | $6.6M | 887k | 7.43 | |
| Anaptysbio Inc Common (ANAB) | 2.0 | $6.3M | 444k | 14.13 | |
| Change Healthcare | 0.0 | $36k | 3.6k | 9.89 |
