Krensavage Asset Management as of June 30, 2022
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 14 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 15.7 | $47M | 201k | 235.64 | |
| Alkermes (ALKS) | 13.8 | $42M | 1.4M | 29.79 | |
| Regeneron Pharmaceuticals (REGN) | 11.8 | $36M | 60k | 591.13 | |
| Exelixis (EXEL) | 10.4 | $31M | 1.5M | 20.82 | |
| Enanta Pharmaceuticals (ENTA) | 9.8 | $30M | 625k | 47.27 | |
| McKesson Corporation (MCK) | 8.9 | $27M | 83k | 326.21 | |
| Embecta Corporation (EMBC) | 8.5 | $26M | 1.0M | 25.32 | |
| Biogen Idec (BIIB) | 7.9 | $24M | 117k | 203.94 | |
| Taro Pharmaceutical Industries (TARO) | 6.9 | $21M | 581k | 36.16 | |
| Cardinal Health (CAH) | 3.1 | $9.3M | 179k | 52.27 | |
| Eagle Pharmaceuticals (EGRX) | 1.8 | $5.4M | 121k | 44.43 | |
| Kodiak Sciences (KOD) | 1.4 | $4.2M | 554k | 7.64 | |
| Nextcure (NXTC) | 0.0 | $146k | 31k | 4.71 | |
| Assembly Biosciences | 0.0 | $21k | 10k | 2.10 |
