Krensavage Asset Management as of Sept. 30, 2020
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 11 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Regeneron Pharmaceuticals (REGN) | 14.7 | $46M | 82k | 559.78 | |
| Alexion Pharmaceuticals | 14.4 | $45M | 397k | 114.43 | |
| United Therapeutics Corporation (UTHR) | 13.7 | $43M | 43k | 1000.00 | |
| Biogen Idec (BIIB) | 12.4 | $39M | 137k | 283.68 | |
| Enanta Pharmaceuticals (ENTA) | 12.0 | $38M | 825k | 45.78 | |
| Taro Pharmaceutical Industries (TARO) | 9.4 | $30M | 537k | 54.85 | |
| McKesson Corporation (MCK) | 8.8 | $28M | 186k | 148.93 | |
| Alkermes (ALKS) | 8.3 | $26M | 1.6M | 16.57 | |
| Rti Biologics | 3.6 | $11M | 6.3M | 1.81 | |
| Invacare Corporation | 2.1 | $6.6M | 881k | 7.52 | |
| Anaptysbio Inc Common (ANAB) | 0.6 | $1.8M | 119k | 14.75 |
