Krensavage Asset Management, LLC Long-Term Concentrated

Location: New York, NY

CIK: 0001609251 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 17, 2025

Total Value: $235M

Holdings (17)

UTHR UNITED THERAPEUTICS CORP 17.4%

Value $40.93M Shares 97,646 Est. Cost $146.00 Unrealized +130.3%

ENTA ENANTA PHARMACEUTICALS INC 10.8%

Value $25.31M Shares 2,114,444 Est. Cost $22.16 Unrealized -63.9%

JAZZ JAZZ PHARMACEUTICALS PLC 9.4%

Value $22.12M Shares 167,816 Est. Cost $117.78 Unrealized +1.8%

BMRN BIOMARIN PHARMACEUTICAL INC 9.4%

Value $21.96M Shares 405,450 Est. Cost $57.19 Unrealized 0.0%

EXEL EXELIXIS INC 9.1%

Value $21.41M Shares 518,526 Est. Cost $19.77 Unrealized +103.3%

SUPN SUPERNUS PHARMACEUTICALS INC 7.4%

Value $17.37M Shares 363,479 Est. Cost $35.15 Unrealized +14.6%

SNY SANOFI-ADR 6.5%

Value $15.29M Shares 323,946 Est. Cost $48.35 Unrealized —

— AVADEL PHARMACEUTICALS 6.2%

Value $14.6M Shares 955,860 Est. Cost $7.83 Unrealized —

GSK GSK PLC-SPON ADR 5.0%

Value $11.73M Shares 271,729 Est. Cost $38.74 Unrealized —

CAH CARDINAL HEALTH INC 4.9%

Value $11.57M Shares 73,745 Est. Cost $56.53 Unrealized +171.7%

— INDIVIOR PLC 3.5%

Value $8.186M Shares 339,532 Est. Cost $10.39 Unrealized —

BNTX BIONTECH SE-ADR 3.3%

Value $7.827M Shares 79,366 Est. Cost $91.71 Unrealized —

ALKS ALKERMES PLC 2.7%

Value $6.235M Shares 207,822 Est. Cost $18.83 Unrealized +49.7%

VNDA VANDA PHARMACEUTICALS INC 2.5%

Value $5.89M Shares 1,180,388 Est. Cost $4.75 Unrealized -2.6%

REGN REGENERON PHARMACEUTICALS 1.0%

Value $2.249M Shares 4,000 Est. Cost $556.12 Unrealized +1.5%

BIIB BIOGEN INC 0.6%

Value $1.401M Shares 10,000 Est. Cost $135.17 Unrealized 0.0%

EOLS EVOLUS INC 0.3%

Value $614K Shares 100,000 Est. Cost $7.80 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
UTHR	UNITED THERAPEUTICS CORP	97,646	$40.93M	17.4%	$146.00	+130.3%	—	91307C102
ENTA	ENANTA PHARMACEUTICALS INC	2,114,444	$25.31M	10.8%	$22.16	-63.9%	—	29251M106
JAZZ	JAZZ PHARMACEUTICALS PLC	167,816	$22.12M	9.4%	$117.78	+1.8%	—	G50871105
BMRN	BIOMARIN PHARMACEUTICAL INC	405,450	$21.96M	9.4%	$57.19	0.0%	—	09061G101
EXEL	EXELIXIS INC	518,526	$21.41M	9.1%	$19.77	+103.3%	—	30161Q104
SUPN	SUPERNUS PHARMACEUTICALS INC	363,479	$17.37M	7.4%	$35.15	+14.6%	—	868459108
SNY	SANOFI-ADR	323,946	$15.29M	6.5%	$48.35	—	—	80105N105
—	AVADEL PHARMACEUTICALS	955,860	$14.6M	6.2%	$7.83	—	—	G29687103
GSK	GSK PLC-SPON ADR	271,729	$11.73M	5.0%	$38.74	—	—	37733W204
CAH	CARDINAL HEALTH INC	73,745	$11.57M	4.9%	$56.53	+171.7%	—	14149Y108
—	INDIVIOR PLC	339,532	$8.186M	3.5%	$10.39	—	—	G4766E116
BNTX	BIONTECH SE-ADR	79,366	$7.827M	3.3%	$91.71	—	—	09075V102
ALKS	ALKERMES PLC	207,822	$6.235M	2.7%	$18.83	+49.7%	—	G01767105
VNDA	VANDA PHARMACEUTICALS INC	1,180,388	$5.89M	2.5%	$4.75	-2.6%	—	921659108
REGN	REGENERON PHARMACEUTICALS	4,000	$2.249M	1.0%	$556.12	+1.5%	—	75886F107
BIIB	BIOGEN INC	10,000	$1.401M	0.6%	$135.17	0.0%	—	09062X103
EOLS	EVOLUS INC	100,000	$614K	0.3%	$7.80	0.0%	—	30052C107