Krensavage Asset Management, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$180.9M
Holdings
14
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EX9EXELIXIS INC | 878,533 | $32.4M | 17.93% | |
| 2 | UTHUNITED THERAPEUTICS CORP | 98,228 | $30.3M | 16.74% | |
| 3 | CAHCARDINAL HEALTH INC | 188,745 | $26.0M | 14.38% | |
| 4 | SUPNSUPERNUS PHARMACEUTICALS INC | 431,986 | $14.1M | 7.82% | |
| 5 | JAZZJAZZ PHARMACEUTICALS PLC | 100,703 | $12.5M | 6.91% | |
| 6 | ENTAENANTA PHARMACEUTICALS INC | 2,116,586 | $11.7M | 6.46% | |
| 7 | GSKGSK PLC-SPON ADR | 272,000 | $10.5M | 5.83% | |
| 8 | —INDIVIOR PLC | 965,368 | $9.2M | 5.09% | |
| 9 | SNYSANOFI-ADR | 149,096 | $8.3M | 4.57% | |
| 10 | BNTXBIONTECH SE-ADR | 87,563 | $8.0M | 4.41% | |
| 11 | AVDLAVADEL PHARMACEUTICALS | 950,000 | $7.4M | 4.11% | |
| 12 | ALKSALKERMES PLC | 207,822 | $6.9M | 3.79% | |
| 13 | VNDAVANDA PHARMACEUTICALS INC | 754,381 | $3.5M | 1.91% | |
| 14 | —MURAL ONCOLOGY PLC | 70,263 | $89K | 0.05% |