Krensavage Asset Management as of June 30, 2020
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 11 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 15.6 | $57M | 473k | 121.00 | |
| Alexion Pharmaceuticals | 15.1 | $55M | 493k | 112.24 | |
| Regeneron Pharmaceuticals (REGN) | 13.5 | $50M | 80k | 623.65 | |
| Biogen Idec (BIIB) | 11.0 | $41M | 151k | 267.55 | |
| Enanta Pharmaceuticals (ENTA) | 10.4 | $38M | 763k | 50.21 | |
| Taro Pharmaceutical Industries (TARO) | 9.4 | $35M | 522k | 66.49 | |
| McKesson Corporation (MCK) | 9.0 | $33M | 216k | 153.42 | |
| Alkermes (ALKS) | 8.3 | $30M | 1.00 | 30362000.00 | |
| RTI Biologics | 5.1 | $19M | 5.9M | 3.18 | |
| Invacare Corporation | 1.5 | $5.6M | 876k | 6.37 | |
| Anaptysbio Inc Common (ANAB) | 1.1 | $4.1M | 185k | 22.34 |
