Q3 2024 · 13F-HR
Krensavage Asset Management, LLCholdings as filed
Filed 2024-11-15 · accession 0001642274-24-000006
$178,461
Reported value
13
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $35,954 | 20.1% | 100,332 | Common | SOLE |
| 30161Q104 | EXEL | EXELIXIS INC | $33,258 | 18.6% | 1,281,612 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $23,238 | 13.0% | 210,263 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $22,001 | 12.3% | 113,502 | Common | SOLE |
| 29251M106 | ENTA | ENANTA PHARMACEUTICALS INC | $15,520 | 8.70% | 1,498,074 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMACEUTICALS PLC | $12,284 | 6.88% | 110,257 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE-ADR | $11,115 | 6.23% | 93,583 | Common | SOLE |
| 80105N105 | SNY | SANOFI-ADR | $8,656 | 4.85% | 150,205 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $7,039 | 3.94% | 251,495 | Common | SOLE |
| G4766E116 | INDV | INDIVIOR PLC | $6,843 | 3.83% | 701,873 | Common | SOLE |
| 921659108 | VNDA | VANDA PHARMACEUTICALS INC | $1,945 | 1.09% | 414,684 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $371 | 0.21% | 353 | Common | SOLE |
| G63365103 | MURA | MURAL ONCOLOGY PLC | $237 | 0.13% | 75,868 | 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.