The Analysis of Krensavage Asset Management, LLC's Holdings
Currently, Krensavage Asset Management, LLC holds 17 types of securities in its portfolio with a total value $234.7K. In the most recent quarter, they have increased their positions in BMRN (+405.4K shares, valued at $22.0K), SNY (+175.0K shares, valued at $8.3K), BIIB (+10.0K shares, valued at $1.4K); decreased their positions in INDV (-634.9K shares, valued at $15.3K), CAH (-60.0K shares, valued at $9.4K), SUPN (-108.9K shares, valued at $5.2K); initiated new positions in BMRN (+405.4K shares, valued at $22.0K), BIIB (+10.0K shares, valued at $1.4K), EOLS (+100.0K shares, valued at $614). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
UTHR UNITED THERAPEUTICS CORP97.6K shares-3.46%2025-09-302025-11-17
ENTA ENANTA PHARMACEUTICALS INC2.1M shares0.00%2025-09-302025-11-17 JAZZ JAZZ PHARMACEUTICALS PLC167.8K shares1.82%2025-09-302025-11-17 BMRN BIOMARIN PHARMACEUTICAL INC405.4K sharesnew addition2025-09-302025-11-17 EXEL EXELIXIS INC518.5K shares5.07%2025-09-302025-11-17 SUPN SUPERNUS PHARMACEUTICALS INC363.5K shares-23.05%2025-09-302025-11-17 SNY SANOFI-ADR323.9K shares117.49%2025-09-302025-11-17 AVDL AVADEL PHARMACEUTICALS955.9K shares-0.31%2025-09-302025-11-17 GSK GSK PLC-SPON ADR271.7K shares0.00%2025-09-302025-11-17 CAH CARDINAL HEALTH INC73.7K shares-44.86%2025-09-302025-11-17 INDV INDIVIOR PLC339.5K shares-65.16%2025-09-302025-11-17 BNTX BIONTECH SE-ADR79.4K shares8.15%2025-09-302025-11-17 ALKS ALKERMES PLC207.8K shares0.00%2025-09-302025-11-17 VNDA VANDA PHARMACEUTICALS INC1.2M shares15.17%2025-09-302025-11-17 REGN REGENERON PHARMACEUTICALS4.0K shares0.00%2025-09-302025-11-17 BIIB BIOGEN INC10.0K sharesnew addition2025-09-302025-11-17 EOLS EVOLUS INC100.0K sharesnew addition2025-09-302025-11-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available