Krensavage Asset Management, LLC Long-Term Concentrated

Location: New York, NY

CIK: 0001609251 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value: $181M

Holdings (14)

EXEL EXELIXIS INC 17.9%

Value $32.44M Shares 878,533 Est. Cost $18.73 Unrealized +90.2%

UTHR UNITED THERAPEUTICS CORP 16.7%

Value $30.28M Shares 98,228 Est. Cost $141.46 Unrealized +142.3%

CAH CARDINAL HEALTH INC 14.4%

Value $26M Shares 188,745 Est. Cost $56.53 Unrealized +122.7%

SUPN SUPERNUS PHARMACEUTICALS INC 7.8%

Value $14.15M Shares 431,986 Est. Cost $35.44 Unrealized 0.0%

JAZZ JAZZ PHARMACEUTICALS PLC 6.9%

Value $12.5M Shares 100,703 Est. Cost $123.54 Unrealized +5.6%

ENTA ENANTA PHARMACEUTICALS INC 6.5%

Value $11.68M Shares 2,116,586 Est. Cost $22.16 Unrealized -72.1%

GSK GSK PLC-SPON ADR 5.8%

Value $10.54M Shares 272,000 Est. Cost $38.74 Unrealized —

— INDIVIOR PLC 5.1%

Value $9.2M Shares 965,368 Est. Cost $10.39 Unrealized —

SNY SANOFI-ADR 4.6%

Value $8.269M Shares 149,096 Est. Cost $49.70 Unrealized —

BNTX BIONTECH SE-ADR 4.4%

Value $7.973M Shares 87,563 Est. Cost $91.15 Unrealized —

— AVADEL PHARMACEUTICALS 4.1%

Value $7.439M Shares 950,000 Est. Cost $7.83 Unrealized —

ALKS ALKERMES PLC 3.8%

Value $6.862M Shares 207,822 Est. Cost $18.83 Unrealized +73.2%

VNDA VANDA PHARMACEUTICALS INC 1.9%

Value $3.463M Shares 754,381 Est. Cost $4.91 Unrealized -5.1%

— MURAL ONCOLOGY PLC 0.0%

Value $89,000 Shares 70,263 Est. Cost $5.89 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
EXEL	EXELIXIS INC	878,533	$32.44M	17.9%	$18.73	+90.2%	—	30161Q104
UTHR	UNITED THERAPEUTICS CORP	98,228	$30.28M	16.7%	$141.46	+142.3%	—	91307C102
CAH	CARDINAL HEALTH INC	188,745	$26M	14.4%	$56.53	+122.7%	—	14149Y108
SUPN	SUPERNUS PHARMACEUTICALS INC	431,986	$14.15M	7.8%	$35.44	0.0%	—	868459108
JAZZ	JAZZ PHARMACEUTICALS PLC	100,703	$12.5M	6.9%	$123.54	+5.6%	—	G50871105
ENTA	ENANTA PHARMACEUTICALS INC	2,116,586	$11.68M	6.5%	$22.16	-72.1%	—	29251M106
GSK	GSK PLC-SPON ADR	272,000	$10.54M	5.8%	$38.74	—	—	37733W204
—	INDIVIOR PLC	965,368	$9.2M	5.1%	$10.39	—	—	G4766E116
SNY	SANOFI-ADR	149,096	$8.269M	4.6%	$49.70	—	—	80105N105
BNTX	BIONTECH SE-ADR	87,563	$7.973M	4.4%	$91.15	—	—	09075V102
—	AVADEL PHARMACEUTICALS	950,000	$7.439M	4.1%	$7.83	—	—	G29687103
ALKS	ALKERMES PLC	207,822	$6.862M	3.8%	$18.83	+73.2%	—	G01767105
VNDA	VANDA PHARMACEUTICALS INC	754,381	$3.463M	1.9%	$4.91	-5.1%	—	921659108
—	MURAL ONCOLOGY PLC	70,263	$89,000	0.0%	$5.89	—	—	G63365103