Krensavage Asset Management as of Dec. 31, 2024
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 12 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 19.2 | $33M | 150k | 216.24 | |
| Exelixis (EXEL) | 19.0 | $32M | 1.3M | 25.10 | |
| Cardinal Health (CAH) | 14.6 | $25M | 210k | 117.47 | |
| Biogen Idec (BIIB) | 9.9 | $17M | 114k | 146.76 | |
| Jazz Pharmaceuticals (JAZZ) | 7.7 | $13M | 110k | 118.18 | |
| Enanta Pharmaceuticals (ENTA) | 7.2 | $12M | 1.5M | 8.13 | |
| Indivior (INDV) | 6.9 | $12M | 702k | 16.57 | |
| Biontech Se (BNTX) | 6.0 | $10M | 94k | 107.96 | |
| Sanofi-Aventis SA (SNY) | 4.3 | $7.2M | 353.00 | 20385.27 | |
| Alkermes (ALKS) | 4.1 | $6.8M | 252k | 27.23 | |
| Vanda Pharmaceuticals (VNDA) | 1.1 | $1.8M | 100k | 18.08 | |
| Mural Oncology (MURA) | 0.1 | $226k | 76k | 2.98 |
