Q1 2024 · 13F-HR
Krensavage Asset Management, LLCholdings as filed
Filed 2024-05-15 · accession 0001609251-24-000005
$225,525
Reported value
12
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30161Q104 | EXEL | EXELIXIS INC | $37,165 | 16.5% | 1,566,140 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $36,000 | 16.0% | 156,714 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $28,909 | 12.8% | 134,068 | Common | SOLE |
| M8737E108 | — | TARO PHARMACEUTICAL INDUS | $27,431 | 12.2% | 647,868 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $26,370 | 11.7% | 235,656 | Common | SOLE |
| 29251M106 | ENTA | ENANTA PHARMACEUTICALS INC | $19,635 | 8.71% | 1,124,586 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMACEUTICALS PLC | $12,181 | 5.40% | 101,151 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $12,025 | 5.33% | 12,494 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE-ADR | $11,070 | 4.91% | 120,000 | Common | SOLE |
| 80105N105 | SNY | SANOFI-ADR | $7,337 | 3.25% | 150,959 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $6,972 | 3.09% | 257,554 | Common | SOLE |
| G63365103 | MURA | MURAL ONCOLOGY PLC | $430 | 0.19% | 88,001 | 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.