Q2 2023 · 13F-HR
Krensavage Asset Management, LLCholdings as filed
Filed 2023-08-11 · accession 0001609251-23-000004
$315,622
Reported value
12
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 09062X103 | BIIB | BIOGEN INC | $50,369 | 16.0% | 176,826 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $44,749 | 14.2% | 202,715 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $42,529 | 13.5% | 59,188 | Common | SOLE |
| 30161Q104 | EXEL | EXELIXIS INC | $40,775 | 12.9% | 2,133,703 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $34,538 | 10.9% | 1,103,451 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $33,451 | 10.6% | 353,714 | Common | SOLE |
| M8737E108 | — | TARO PHARMACEUTICAL INDUS | $24,392 | 7.73% | 643,080 | Common | SOLE |
| 29082K105 | EMBC | EMBECTA CORP | $23,129 | 7.33% | 1,070,810 | Common | SOLE |
| 29251M106 | ENTA | ENANTA PHARMACEUTICALS INC | $14,715 | 4.66% | 687,613 | Common | SOLE |
| 921659108 | VNDA | VANDA PHARMACEUTICALS INC | $2,392 | 0.76% | 362,951 | Common | SOLE |
| 50015M109 | KOD | KODIAK SCIENCES INC | $2,378 | 0.75% | 344,634 | Common | SOLE |
| 269796108 | EGRX | EAGLE PHARMACEUTICALS INC | $2,205 | 0.70% | 113,437 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.