Q4 2024 · 13F-HR/A
Krensavage Asset Management, LLCholdings as filed
Filed 2025-02-18 · accession 0001609251-25-000002
$169,025
Reported value
12
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $32,481 | 19.2% | 92,057 | Common | SOLE |
| 30161Q104 | EXEL | EXELIXIS INC | $32,163 | 19.0% | 965,866 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $24,700 | 14.6% | 208,845 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $16,657 | 9.85% | 108,923 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMACEUTICALS PLC | $13,030 | 7.71% | 105,803 | Common | SOLE |
| 29251M106 | ENTA | ENANTA PHARMACEUTICALS INC | $12,175 | 7.20% | 2,117,390 | Common | SOLE |
| G4766E116 | INDV | INDIVIOR PLC | $11,631 | 6.88% | 935,680 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE-ADR | $10,103 | 5.98% | 88,663 | Common | SOLE |
| 80105N105 | SNY | SANOFI-ADR | $7,196 | 4.26% | 149,196 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $6,849 | 4.05% | 238,136 | Common | SOLE |
| 921659108 | VNDA | VANDA PHARMACEUTICALS INC | $1,814 | 1.07% | 378,762 | Common | SOLE |
| G63365103 | MURA | MURAL ONCOLOGY PLC | $226 | 0.13% | 70,163 | 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.