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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 : 2023-12-31
  Total Value : $281,853,000
  Total Value Change : $10,247,000
  Securities Held Change : 0
   
All Securities Held : 12
  New Positions : 4
  Closed Positions : 4
  Increased Positions : 3
  Unchanged Positions : 2
  Decreased Positions : 3

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Holdings Found : 16     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 - $22.12 $45,559,000 1,899,079 16.16% 4,063,000 -72 0.612    Research Services
   (UTHR)1 Year Chart         UTHR United Therapeutics Corp 2 - $258.13 $44,170,000 200,872 15.67% -1,280,000 -350 0.425    Drug Manufacturers - ...
   (BIIB)1 Year Chart         BIIB Biogen Idec Inc 3 - $213.51 $41,527,000 160,480 14.73% 282,000 0 0.104    Biotechnology
   (REGN)1 Year Chart         REGN Regeneron Pharmaceuticals Inc 4 - $937.61 $41,504,000 47,256 14.73% 2,614,000 0 0.045    Biotechnology
   (CAH)1 Year Chart         CAH Cardinal Health Inc 5 - $102.98 $28,373,000 281,476 10.07% 3,081,000 -9,843 0.096    Drugs Wholesale
   (TARO)1 Year Chart         TARO Taro Pharmaceutical Industr... 6 - $42.51 $27,009,000 646,453 9.58% 2,847,000 5,718 1.69    Drug Manufacturers - ...
   (ALKS)1 Year Chart         ALKS Alkermes Plc 7 - $23.86 $25,466,000 918,038 9.04% 87,000 11,978 0.558    Drug Delivery
   (JAZZ)1 Year Chart         JAZZ Jazz Pharmaceuticals Inc 8 New $109.27 $12,300,000 100,000 4.36% 12,300,000 100,000 0.164    Biotechnology
   (SNY)1 Year Chart         SNY Sanofi Aventis (ADR) 9 New $49.46 $7,479,000 150,400 2.65% 7,479,000 150,400 0.006    Drug Manufacturers - ...
   (ENTA)1 Year Chart         ENTA Enanta Pharmaceuticals Inc 10 - $13.91 $6,990,000 742,824 2.48% -1,221,000 7,721 3.701    Biotechnology
   (MASI)1 Year Chart         MASI Masimo Corp 11 New $136.25 $938,000 8,000 0.33% 938,000 8,000 0.015    Medical Appliances & ...
   (MURA)1 Year Chart         MURA Mural Oncology Plc 12 New $3.82 $538,000 90,833 0.19% 538,000 90,833 0.544    N/A
   (VNDA)1 Year Chart         VNDA Vanda Pharmaceuticals Inc. 16 Closed $4.68 $0 0 0% -1,557,000 -360,429 0    Biotechnology
   (EMBC)1 Year Chart         EMBC Embecta Corp. 15 Closed $10.23 $0 0 0% -17,531,000 -1,164,876 0    N/A
   (EGRX)1 Year Chart         EGRX Eagle Pharmaceuticals, Inc. 14 Closed $4.40 $0 0 0% -1,777,000 -112,666 0    N/A
   (KOD)1 Year Chart         KOD Kodiak Sciences Inc. 13 Closed $3.70 $0 0 0% -616,000 -342,312 0    N/A
      16 Records Found
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