The Analysis of Krensavage Asset Management, LLC's Holdings

Currently, Krensavage Asset Management, LLC holds 18 types of securities in its portfolio with a total value $283.1K. In the most recent quarter, they have increased their positions in ENTA (+651.9K shares, valued at $10.3K), BMRN (+119.3K shares, valued at $7.1K), RARE (+149.6K shares, valued at $3.4K); decreased their positions in N/A (-175.0K shares, valued at $8.6K), UTHR (-6.4K shares, valued at $3.1K), ALKS (-100.0K shares, valued at $2.8K); initiated new positions in RARE (+149.6K shares, valued at $3.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

UTHR UNITED THERAPEUTICS CORP91.3K shares-6.52%2025-12-312026-02-18

ENTA ENANTA PHARMACEUTICALS INC2.8M shares30.83%2025-12-312026-02-18

BMRN BIOMARIN PHARMACEUTICAL INC524.8K shares29.43%2025-12-312026-02-18

JAZZ JAZZ PHARMACEUTICALS PLC167.8K shares0.00%2025-12-312026-02-18

EXEL EXELIXIS INC493.5K shares-4.82%2025-12-312026-02-18

AVADEL PHARMACEUTICALS AVADEL PHARMACEUTICALS855.9K shares-10.46%2025-12-312026-02-18

SNY SANOFI-ADR323.9K shares0.00%2025-12-312026-02-18

SUPN SUPERNUS PHARMACEUTICALS INC313.5K shares-13.75%2025-12-312026-02-18

Sponsored

CAH CARDINAL HEALTH INC73.7K shares0.00%2025-12-312026-02-18

INDV INDIVIOR PLC339.5K shares0.00%2025-12-312026-02-18

VNDA VANDA PHARMACEUTICALS INC1.2M shares0.00%2025-12-312026-02-18

BNTX BIONTECH SE-ADR99.5K shares25.40%2025-12-312026-02-18

GSK PLC-SPON ADR GSK PLC-SPON ADR96.7K shares-64.40%2025-12-312026-02-18

RARE ULTRAGENYX PHARMACEUTICAL IN149.6K sharesnew addition2025-12-312026-02-18

REGN REGENERON PHARMACEUTICALS4.0K shares0.00%2025-12-312026-02-18

ALKS ALKERMES PLC107.8K shares-48.12%2025-12-312026-02-18