Krensavage Asset Management as of Dec. 31, 2020
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 12 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alexion Pharmaceuticals | 16.6 | $57M | 364k | 156.24 | |
| United Therapeutics Corporation (UTHR) | 14.3 | $49M | 323k | 151.79 | |
| Taro Pharmaceutical Industries (TARO) | 11.9 | $41M | 554k | 73.42 | |
| Regeneron Pharmaceuticals (REGN) | 11.6 | $40M | 82k | 483.11 | |
| Enanta Pharmaceuticals (ENTA) | 10.6 | $36M | 859k | 42.10 | |
| Biogen Idec (BIIB) | 9.9 | $34M | 138k | 244.86 | |
| Alkermes (ALKS) | 9.4 | $32M | 1.6M | 19.95 | |
| McKesson Corporation (MCK) | 8.5 | $29M | 167k | 173.92 | |
| Rti Biologics | 4.1 | $14M | 6.4M | 2.19 | |
| Invacare Corporation | 2.4 | $8.1M | 905k | 8.95 | |
| Anaptysbio Inc Common (ANAB) | 0.7 | $2.4M | 110k | 21.50 | |
| Nextcure (NXTC) | 0.1 | $330k | 30k | 10.89 |
