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The Analysis of Krensavage Asset Management, LLC's Holdings & P&L

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).

1M P&L

+7.4M+2.80%

3M P&L

+16.0M+6.32%

HY P&L

+22.6M+9.14%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology151.4K

58.2%

2Drug Manufacturers - Specialty & Generic75.9K

29.2%

3Drug Manufacturers - General17.5K

6.7%

Top Industries by Stock Count

1Biotechnology8 stocks

50.0%

2Drug Manufacturers - Specialty & Generic5 stocks

31.3%

3Drug Manufacturers - General2 stocks

12.5%

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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

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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

Sponsored

BIIB BIOGEN INC10.0K shares0.00%2025-12-312026-02-18

EOLS EVOLUS INC100.0K shares0.00%2025-12-312026-02-18

UTHR

UNITED THERAPEUTICS CORP

-6.52%

Shares91.3K

Event2025-12-31

Filed2026-02-18

ENTA

ENANTA PHARMACEUTICALS INC

30.83%

Shares2.8M

Event2025-12-31

Filed2026-02-18

BMRN

BIOMARIN PHARMACEUTICAL INC

29.43%

Shares524.8K

Event2025-12-31

Filed2026-02-18

JAZZ

JAZZ PHARMACEUTICALS PLC

0.00%

Shares167.8K

Event2025-12-31

Filed2026-02-18

EXEL

EXELIXIS INC

-4.82%

Shares493.5K

Event2025-12-31

Filed2026-02-18

AVADEL PHARMACEUTICALS

-10.46%

Shares855.9K

Event2025-12-31

Filed2026-02-18

SNY

SANOFI-ADR

0.00%

Shares323.9K

Event2025-12-31

Filed2026-02-18

SUPN

SUPERNUS PHARMACEUTICALS INC

-13.75%

Shares313.5K

Event2025-12-31

Filed2026-02-18

CAH

CARDINAL HEALTH INC

0.00%

Shares73.7K

Event2025-12-31

Filed2026-02-18

INDV

INDIVIOR PLC

0.00%

Shares339.5K

Event2025-12-31

Filed2026-02-18

VNDA

VANDA PHARMACEUTICALS INC

0.00%

Shares1.2M

Event2025-12-31

Filed2026-02-18

BNTX

BIONTECH SE-ADR

25.40%

Shares99.5K

Event2025-12-31

Filed2026-02-18

GSK PLC-SPON ADR

-64.40%

Shares96.7K

Event2025-12-31

Filed2026-02-18

RARE

ULTRAGENYX PHARMACEUTICAL IN

New

Shares149.6K

Event2025-12-31

Filed2026-02-18

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares4.0K

Event2025-12-31

Filed2026-02-18

ALKS

ALKERMES PLC

-48.12%

Shares107.8K

Event2025-12-31

Filed2026-02-18

BIIB

BIOGEN INC

0.00%

Shares10.0K

Event2025-12-31

Filed2026-02-18

EOLS

EVOLUS INC

0.00%

Shares100.0K

Event2025-12-31

Filed2026-02-18

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available