Q1 2025 · 13F-HR
Krensavage Asset Management, LLCholdings as filed
Filed 2025-05-15 · accession 0001609251-25-000004
$180,885
Reported value
14
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30161Q104 | EXEL | EXELIXIS INC | $32,435 | 17.9% | 878,533 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP | $30,281 | 16.7% | 98,228 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $26,003 | 14.4% | 188,745 | Common | SOLE |
| 868459108 | SUPN | SUPERNUS PHARMACEUTICALS INC | $14,148 | 7.82% | 431,986 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMACEUTICALS PLC | $12,502 | 6.91% | 100,703 | Common | SOLE |
| 29251M106 | ENTA | ENANTA PHARMACEUTICALS INC | $11,684 | 6.46% | 2,116,586 | Common | SOLE |
| 37733W204 | GSK | GSK PLC-SPON ADR | $10,537 | 5.83% | 272,000 | Common | SOLE |
| G4766E116 | INDV | INDIVIOR PLC | $9,200 | 5.09% | 965,368 | Common | SOLE |
| 80105N105 | SNY | SANOFI-ADR | $8,269 | 4.57% | 149,096 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE-ADR | $7,973 | 4.41% | 87,563 | Common | SOLE |
| G29687103 | AVDL | AVADEL PHARMACEUTICALS | $7,439 | 4.11% | 950,000 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $6,862 | 3.79% | 207,822 | Common | SOLE |
| 921659108 | VNDA | VANDA PHARMACEUTICALS INC | $3,463 | 1.91% | 754,381 | Common | SOLE |
| G63365103 | MURA | MURAL ONCOLOGY PLC | $89 | 0.05% | 70,263 | 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.