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  Name: Krensavage Asset Management LLC
  City: NEW YORK
  State: NY
  Zip: 10022
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $225,525,000
  Total Value Change : $-56,328,000
  Securities Held Change : 0
   
All Securities Held : 12
  New Positions : 1
  Closed Positions : 1
  Increased Positions : 4
  Unchanged Positions : 0
  Decreased Positions : 7

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Holdings Found : 13     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (EXEL)1 Year Chart         EXEL Exelixis Inc 1 - $21.00 $37,165,000 1,566,140 16.48% -8,394,000 -332,939 0.505    Research Services
   (UTHR)1 Year Chart         UTHR United Therapeutics Corp 2 - $276.44 $36,000,000 156,714 15.96% -8,170,000 -44,158 0.332    Drug Manufacturers - ...
   (BIIB)1 Year Chart         BIIB Biogen Idec Inc 3 - $225.21 $28,909,000 134,068 12.82% -12,618,000 -26,412 0.087    Biotechnology
   (TARO)1 Year Chart         TARO Taro Pharmaceutical Industr... 4 - $42.78 $27,431,000 647,868 12.16% 422,000 1,415 1.693    Drug Manufacturers - ...
   (CAH)1 Year Chart         CAH Cardinal Health Inc 5 - $96.32 $26,370,000 235,656 11.69% -2,003,000 -45,820 0.08    Drugs Wholesale
   (ENTA)1 Year Chart         ENTA Enanta Pharmaceuticals Inc 6 - $12.81 $19,635,000 1,124,586 8.71% 12,645,000 381,762 5.603    Biotechnology
   (JAZZ)1 Year Chart         JAZZ Jazz Pharmaceuticals Inc 7 - $109.27 $12,181,000 101,151 5.4% -119,000 1,151 0.165    Biotechnology
   (REGN)1 Year Chart         REGN Regeneron Pharmaceuticals Inc 8 - $983.80 $12,025,000 12,494 5.33% -29,479,000 -34,762 0.012    Biotechnology
   (BNTX)1 Year Chart         BNTX Biontech Se Adr 9 New $0.00 $11,070,000 120,000 4.91% 11,070,000 120,000 0.05    N/A
   (SNY)1 Year Chart         SNY Sanofi Aventis (ADR) 10 - $50.36 $7,337,000 150,959 3.25% -142,000 559 0.006    Drug Manufacturers - ...
   (ALKS)1 Year Chart         ALKS Alkermes Plc 11 - $24.21 $6,972,000 257,554 3.09% -18,494,000 -660,484 0.14    Drug Delivery
   (MURA)1 Year Chart         MURA Mural Oncology Plc 12 - $3.77 $430,000 88,001 0.19% -108,000 -2,832 0.527    N/A
   (MASI)1 Year Chart         MASI Masimo Corp 13 Closed $126.60 $0 0 0% -938,000 -8,000 0    Medical Appliances & ...

      13 Records Found
  1    
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