Krensavage Asset Management as of Sept. 30, 2023
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 12 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 16.7 | $45M | 201k | 225.87 | |
| Exelixis (EXEL) | 15.3 | $42M | 1.9M | 21.85 | |
| Biogen Idec (BIIB) | 15.2 | $41M | 161k | 257.01 | |
| Regeneron Pharmaceuticals (REGN) | 14.3 | $39M | 47k | 822.96 | |
| Alkermes (ALKS) | 9.3 | $25M | 906k | 28.01 | |
| Cardinal Health (CAH) | 9.3 | $25M | 291k | 86.82 | |
| Taro Pharmaceutical Industries (TARO) | 8.9 | $24M | 641k | 37.71 | |
| Embecta Corporation (EMBC) | 6.5 | $18M | 1.2M | 15.05 | |
| Enanta Pharmaceuticals (ENTA) | 3.0 | $8.2M | 735k | 11.17 | |
| Eagle Pharmaceuticals (EGRX) | 0.7 | $1.8M | 113k | 15.77 | |
| Vanda Pharmaceuticals (VNDA) | 0.6 | $1.6M | 360k | 4.32 | |
| Kodiak Sciences (KOD) | 0.2 | $616k | 342k | 1.80 |
