Krensavage Asset Management as of Sept. 30, 2022
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 14 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Biogen Idec (BIIB) | 15.7 | $49M | 185k | 267.00 | |
| United Therapeutics Corporation (UTHR) | 13.4 | $42M | 200k | 209.38 | |
| Regeneron Pharmaceuticals (REGN) | 13.4 | $42M | 61k | 688.88 | |
| Alkermes (ALKS) | 10.0 | $32M | 1.4M | 22.33 | |
| Enanta Pharmaceuticals (ENTA) | 9.7 | $31M | 589k | 51.87 | |
| Embecta Corporation (EMBC) | 9.4 | $30M | 1.0M | 28.79 | |
| Exelixis (EXEL) | 9.1 | $29M | 1.8M | 15.68 | |
| Cardinal Health (CAH) | 7.1 | $23M | 337k | 66.68 | |
| Taro Pharmaceutical Industries (TARO) | 5.5 | $17M | 581k | 29.98 | |
| McKesson Corporation (MCK) | 3.5 | $11M | 32k | 339.86 | |
| Kodiak Sciences (KOD) | 1.2 | $3.6M | 469k | 7.74 | |
| Eagle Pharmaceuticals (EGRX) | 1.0 | $3.2M | 121k | 26.42 | |
| Vanda Pharmaceuticals (VNDA) | 1.0 | $3.1M | 312k | 9.88 | |
| Nextcure (NXTC) | 0.0 | $86k | 31k | 2.75 |
