Krensavage Asset Management as of Dec. 31, 2021
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 10 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 15.3 | $44M | 205k | 216.08 | |
| Regeneron Pharmaceuticals (REGN) | 15.1 | $44M | 69k | 631.51 | |
| Enanta Pharmaceuticals (ENTA) | 14.6 | $42M | 564k | 74.78 | |
| McKesson Corporation (MCK) | 13.5 | $39M | 156k | 248.57 | |
| Alkermes (ALKS) | 11.6 | $34M | 1.4M | 23.26 | |
| Exelixis (EXEL) | 9.9 | $29M | 1.6M | 18.28 | |
| Taro Pharmaceutical Industries (TARO) | 9.4 | $27M | 539k | 50.11 | |
| Biogen Idec (BIIB) | 8.6 | $25M | 103k | 239.92 | |
| Eagle Pharmaceuticals (EGRX) | 1.9 | $5.4M | 107k | 50.92 | |
| Nextcure (NXTC) | 0.1 | $186k | 31k | 5.99 |
