Investor Details
| Filer Name: | KRENSAVAGE ASSET MANAGEMENT, LLC |
|---|---|
| CIK: | 1609251 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-15 |
| Number of Holdings: | 12 |
| Portfolio Value: | $0.17B |
Krensavage Asset Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| UTHR | US | UNITED THERAPEUTICS CORP | 150,205 | $32M | 19.22% | 49.7% | - |
| EXEL | US | EXELIXIS INC | 1,281,612 | $32M | 19.03% | - | - |
| CAH | US | CARDINAL HEALTH INC | 210,263 | $25M | 14.61% | - | - |
| BIIB | US | BIOGEN INC | 113,502 | $17M | 9.85% | - | - |
| JAZZ | US | JAZZ PHARMACEUTICALS PLC | 110,257 | $13M | 7.71% | - | - |
| ENTA | US | ENANTA PHARMACEUTICALS INC | 1,498,074 | $12M | 7.20% | - | - |
| INDV | US | INDIVIOR PLC | 701,873 | $12M | 6.88% | - | - |
| BNTX | US | BIONTECH SE-ADR | 93,583 | $10M | 5.98% | - | - |
| SNY | US | SANOFI-ADR | 353 | $7M | 4.26% | -99.8% | - |
| ALKS | US | ALKERMES PLC | 251,495 | $7M | 4.05% | - | - |
| VNDA | US | VANDA PHARMACEUTICALS INC | 100,332 | $2M | 1.07% | -75.8% | - |
| MURA | US | MURAL ONCOLOGY PLC | 75,868 | $0M | 0.13% | - | - |