Krensavage Asset Management as of Sept. 30, 2024
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 13 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 20.1 | $36M | 100k | 358.35 | |
| Exelixis (EXEL) | 18.6 | $33M | 1.3M | 25.95 | |
| Cardinal Health (CAH) | 13.0 | $23M | 210k | 110.52 | |
| Biogen Idec (BIIB) | 12.3 | $22M | 114k | 193.84 | |
| Enanta Pharmaceuticals (ENTA) | 8.7 | $16M | 1.5M | 10.36 | |
| Jazz Pharmaceuticals (JAZZ) | 6.9 | $12M | 110k | 111.41 | |
| Biontech Se (BNTX) | 6.2 | $11M | 94k | 118.77 | |
| Sanofi-Aventis SA (SNY) | 4.9 | $8.7M | 150k | 57.63 | |
| Alkermes (ALKS) | 3.9 | $7.0M | 252k | 27.99 | |
| Indivior (INDV) | 3.8 | $6.8M | 702k | 9.75 | |
| Vanda Pharmaceuticals (VNDA) | 1.1 | $1.9M | 415k | 4.69 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $371k | 353.00 | 1050.99 | |
| Mural Oncology (MURA) | 0.1 | $237k | 76k | 3.12 |
