Krensavage Asset Management, LLC Q4 2024 Filing
Filed February 18, 2025
Portfolio Value
$169.0M
Holdings
12
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UTHUNITED THERAPEUTICS CORP | 150,205 | $32.5M | 19.22% | |
| 2 | EX9EXELIXIS INC | 1,281,612 | $32.2M | 19.03% | |
| 3 | CAHCARDINAL HEALTH INC | 210,263 | $24.7M | 14.61% | |
| 4 | BIIBBIOGEN INC | 113,502 | $16.7M | 9.85% | |
| 5 | JAZZJAZZ PHARMACEUTICALS PLC | 110,257 | $13.0M | 7.71% | |
| 6 | ENTAENANTA PHARMACEUTICALS INC | 1,498,074 | $12.2M | 7.20% | |
| 7 | —INDIVIOR PLC | 701,873 | $11.6M | 6.88% | |
| 8 | BNTXBIONTECH SE-ADR | 93,583 | $10.1M | 5.98% | |
| 9 | SNYSANOFI-ADR | 353 | $7.2M | 4.26% | |
| 10 | ALKSALKERMES PLC | 251,495 | $6.8M | 4.05% | |
| 11 | VNDAVANDA PHARMACEUTICALS INC | 100,332 | $1.8M | 1.07% | |
| 12 | —MURAL ONCOLOGY PLC | 75,868 | $226K | 0.13% |