Krensavage Asset Management as of March 31, 2022
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 13 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Regeneron Pharmaceuticals (REGN) | 16.1 | $47M | 67k | 698.42 | |
| Enanta Pharmaceuticals (ENTA) | 13.5 | $39M | 549k | 71.18 | |
| McKesson Corporation (MCK) | 13.1 | $38M | 124k | 306.13 | |
| Alkermes (ALKS) | 12.9 | $38M | 1.4M | 26.31 | |
| United Therapeutics Corporation (UTHR) | 12.5 | $36M | 202k | 179.41 | |
| Exelixis (EXEL) | 12.0 | $35M | 1.5M | 22.67 | |
| Taro Pharmaceutical Industries (TARO) | 8.4 | $25M | 566k | 43.26 | |
| Biogen Idec (BIIB) | 8.1 | $24M | 111k | 210.60 | |
| Eagle Pharmaceuticals (EGRX) | 2.0 | $5.7M | 115k | 49.49 | |
| Kodiak Sciences (KOD) | 1.2 | $3.5M | 451k | 7.72 | |
| Cardinal Health (CAH) | 0.3 | $748k | 13k | 56.67 | |
| Nextcure (NXTC) | 0.1 | $149k | 31k | 4.87 | |
| Assembly Biosciences | 0.0 | $21k | 10k | 2.08 |
