Q2 2024 · 13F-HR
Krensavage Asset Management, LLCholdings as filed
Filed 2024-08-15 · accession 0001609251-24-000006
$217,801
Reported value
13
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30161Q104 | EXEL | EXELIXIS INC | $37,691 | 17.3% | 1,677,393 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $37,655 | 17.3% | 118,208 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $28,696 | 13.2% | 123,785 | Common | SOLE |
| M8737E108 | — | TARO PHARMACEUTICAL INDUS | $27,954 | 12.8% | 650,089 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $21,400 | 9.83% | 217,656 | Common | SOLE |
| 29251M106 | ENTA | ENANTA PHARMACEUTICALS INC | $16,230 | 7.45% | 1,251,338 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMACEUTICALS PLC | $11,642 | 5.35% | 109,076 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE-ADR | $10,631 | 4.88% | 132,293 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $8,254 | 3.79% | 7,853 | Common | SOLE |
| 80105N105 | SNY | SANOFI-ADR | $7,464 | 3.43% | 153,832 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $6,207 | 2.85% | 257,554 | Common | SOLE |
| 921659108 | VNDA | VANDA PHARMACEUTICALS INC | $3,741 | 1.72% | 662,166 | Common | SOLE |
| G63365103 | MURA | MURAL ONCOLOGY PLC | $236 | 0.11% | 75,057 | 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.