Krensavage Asset Management as of Dec. 31, 2022
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 12 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 16.5 | $53M | 192k | 278.09 | |
| Biogen Idec (BIIB) | 15.1 | $49M | 177k | 276.92 | |
| Regeneron Pharmaceuticals (REGN) | 13.4 | $43M | 60k | 721.49 | |
| Alkermes (ALKS) | 11.3 | $37M | 1.4M | 26.13 | |
| Exelixis (EXEL) | 10.6 | $34M | 2.1M | 16.04 | |
| Enanta Pharmaceuticals (ENTA) | 8.5 | $28M | 595k | 46.52 | |
| Embecta Corporation (EMBC) | 8.0 | $26M | 1.0M | 25.29 | |
| Cardinal Health (CAH) | 7.9 | $26M | 333k | 76.87 | |
| Taro Pharmaceutical Industries (TARO) | 5.8 | $19M | 645k | 29.04 | |
| Eagle Pharmaceuticals (EGRX) | 1.0 | $3.4M | 115k | 29.23 | |
| Kodiak Sciences (KOD) | 1.0 | $3.3M | 464k | 7.16 | |
| Vanda Pharmaceuticals (VNDA) | 0.8 | $2.6M | 345k | 7.39 |
