Krensavage Asset Management as of June 30, 2023
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 12 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Biogen Idec (BIIB) | 16.0 | $50M | 177k | 284.85 | |
| United Therapeutics Corporation (UTHR) | 14.2 | $45M | 203k | 220.75 | |
| Regeneron Pharmaceuticals (REGN) | 13.5 | $43M | 59k | 718.54 | |
| Exelixis (EXEL) | 12.9 | $41M | 2.1M | 19.11 | |
| Alkermes (ALKS) | 10.9 | $35M | 1.1M | 31.30 | |
| Cardinal Health (CAH) | 10.6 | $34M | 354k | 94.57 | |
| Taro Pharmaceutical Industries (TARO) | 7.7 | $24M | 643k | 37.93 | |
| Embecta Corporation (EMBC) | 7.3 | $23M | 1.1M | 21.60 | |
| Enanta Pharmaceuticals (ENTA) | 4.7 | $15M | 688k | 21.40 | |
| Vanda Pharmaceuticals (VNDA) | 0.8 | $2.4M | 363k | 6.59 | |
| Kodiak Sciences (KOD) | 0.8 | $2.4M | 345k | 6.90 | |
| Eagle Pharmaceuticals (EGRX) | 0.7 | $2.2M | 113k | 19.44 |
