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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 : 2025-03-31
  Total Value : $180,885,000
  Total Value Change : $11,860,000
  Securities Held Change : 2
   
All Securities Held : 14
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 4
  Unchanged Positions : 0
  Decreased Positions : 7

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Holdings Found : 15     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 - $46.15 $32,435,000 878,533 17.93% 272,000 -87,333 0.283    Research Services
   (UTHR)1 Year Chart         UTHR United Therapeutics Corp 2 - $294.49 $30,281,000 98,228 16.74% -2,200,000 6,171 0.208    Drug Manufacturers - ...
   (CAH)1 Year Chart         CAH Cardinal Health Inc 3 - $164.93 $26,003,000 188,745 14.38% 1,303,000 -20,100 0.064    Drugs Wholesale
   (SUPN)1 Year Chart         SUPN Supernus Pharmaceuticals Inc 4 New $31.98 $14,148,000 431,986 7.82% 14,148,000 431,986 0.702    Drugs - Generic
   (JAZZ)1 Year Chart         JAZZ Jazz Pharmaceuticals Inc 5 - $109.27 $12,502,000 100,703 6.91% -528,000 -5,100 0.165    Biotechnology
   (ENTA)1 Year Chart         ENTA Enanta Pharmaceuticals Inc 6 - $7.89 $11,684,000 2,116,586 6.46% -491,000 -804 8.402    Biotechnology
   (GSK)1 Year Chart         GSK GlaxoSmithKline Plc (ADR) 7 New $40.41 $10,537,000 272,000 5.83% 10,537,000 272,000 0.013    Drug Manufacturers - ...
   (INDV)1 Year Chart         INDV Indivior Ord Shs 8 - $0.00 $9,200,000 965,368 5.09% -2,431,000 29,688 0.701    N/A
   (SNY)1 Year Chart         SNY Sanofi Aventis (ADR) 9 - $48.30 $8,269,000 149,096 4.57% 1,073,000 -100 0.006    Drug Manufacturers - ...
   (BNTX)1 Year Chart         BNTX Biontech Se Adr 10 - $0.00 $7,973,000 87,563 4.41% -2,130,000 -1,100 0.037    N/A
   (AVDL)1 Year Chart         AVDL AVADEL Pharmaceuticals Plc 11 New $15.99 $7,439,000 950,000 4.11% 7,439,000 950,000 0.988    Drug Delivery
   (ALKS)1 Year Chart         ALKS Alkermes Plc 12 - $28.85 $6,862,000 207,822 3.79% 13,000 -30,314 0.113    Drug Delivery
   (VNDA)1 Year Chart         VNDA Vanda Pharmaceuticals Inc. 13 - $4.97 $3,463,000 754,381 1.91% 1,649,000 375,619 1.229    Biotechnology
   (MURA)1 Year Chart         MURA Mural Oncology Plc 14 - $2.58 $89,000 70,263 0.05% -137,000 100 0.421    N/A
   (BIIB)1 Year Chart         BIIB Biogen Idec Inc 15 Closed $132.87 $0 0 0% -16,657,000 -108,923 0    Biotechnology

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