Krensavage Asset Management as of Sept. 30, 2021
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 13 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Enanta Pharmaceuticals (ENTA) | 16.7 | $53M | 937k | 56.81 | |
| Alkermes (ALKS) | 13.9 | $45M | 1.4M | 30.84 | |
| Regeneron Pharmaceuticals (REGN) | 13.9 | $44M | 73k | 605.18 | |
| United Therapeutics Corporation (UTHR) | 12.0 | $38M | 207k | 184.58 | |
| Taro Pharmaceutical Industries (TARO) | 10.9 | $35M | 546k | 63.63 | |
| McKesson Corporation (MCK) | 10.3 | $33M | 165k | 199.38 | |
| Biogen Idec (BIIB) | 9.2 | $29M | 103k | 282.99 | |
| Exelixis (EXEL) | 6.6 | $21M | 1.0M | 21.14 | |
| Rti Biologics | 2.2 | $6.9M | 6.3M | 1.09 | |
| Eagle Pharmaceuticals (EGRX) | 1.9 | $6.0M | 108k | 55.78 | |
| Invacare Corporation | 1.3 | $4.2M | 891k | 4.76 | |
| Travere Therapeutics (TVTX) | 1.0 | $3.3M | 137k | 24.25 | |
| Nextcure (NXTC) | 0.1 | $208k | 31k | 6.73 |
