Krensavage Asset Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SANOFI-ADR(SNY) | 0 | 323,946 | +323,946 | 0 | 15,608 | 6.10% | +15,608 |
| INDIVIOR PHARMACEUTICALS INC(INDV) | 0 | 339,532 | +339,532 | 0 | 10,349 | 4.05% | +10,349 |
| EMBECTA CORP | 0 | 735,340 | +735,340 | 0 | 6,500 | 2.54% | +6,500 |
| UNITED THERAPEUTICS CORP(UTHR) | 91,282 | 84,282 | -7,000 | 44,477 | 49,978 | 19.55% | +5,501 |
| GSK PLC-SPON ADR(GSK) | 0 | 96,729 | +96,729 | 0 | 5,338 | 2.09% | +5,338 |
| BIONTECH SE-ADR(BNTX) | 0 | 59,523 | +59,523 | 0 | 5,290 | 2.07% | +5,290 |
| ULTRAGENYX PHARMACEUTICAL IN(RARE) | 149,634 | 390,879 | +241,245 | 3,442 | 8,189 | 3.20% | +4,747 |
| JAZZ PHARMACEUTICALS PLC(JAZZ) | 167,816 | 167,816 | 0 | 28,529 | 31,726 | 12.41% | +3,197 |
| ARDELYX INC | 0 | 500,000 | +500,000 | 0 | 2,995 | 1.17% | +2,995 |
| BIOGEN INC(BIIB) | 10,000 | 20,000 | +10,000 | 1,760 | 3,667 | 1.43% | +1,907 |
| INMODE LTD(INMD) | 0 | 120,942 | +120,942 | 0 | 1,654 | 0.65% | +1,654 |
| ALKERMES PLC(ALKS) | 107,822 | 107,822 | 0 | 3,017 | 3,813 | 1.49% | +796 |
| ABBOTT LABORATORIES | 0 | 5,000 | +5,000 | 0 | 513 | 0.20% | +513 |
| REGENERON PHARMACEUTICALS(REGN) | 4,000 | 4,000 | 0 | 3,087 | 3,091 | 1.21% | +4 |
| EVOLUS INC | 100,000 | 157,985 | +57,985 | 665 | 649 | 0.25% | -16 |
| SUPERNUS PHARMACEUTICALS INC(SUPN) | 313,499 | 280,681 | -32,818 | 15,581 | 14,508 | 5.67% | -1,073 |
| BIOMARIN PHARMACEUTICAL INC(BMRN) | 524,786 | 524,786 | 0 | 31,188 | 29,645 | 11.59% | -1,543 |
| VANDA PHARMACEUTICALS INC | 1,180,388 | 1,180,388 | 0 | 10,411 | 8,156 | 3.19% | -2,255 |
| EXELIXIS INC(EXEL) | 493,526 | 415,693 | -77,833 | 21,631 | 17,829 | 6.97% | -3,802 |
| GSK PLC-SPON ADR(GSK) | 96,729 | 0 | -96,729 | 4,744 | 0 | — | -4,744 |
| ENANTA PHARMACEUTICALS INC | 2,766,390 | 2,866,138 | +99,748 | 43,626 | 36,199 | 14.16% | -7,427 |
| BIONTECH SE-ADR(BNTX) | 99,523 | 0 | -99,523 | 9,475 | 0 | — | -9,475 |
| INDIVIOR PLC | 339,532 | 0 | -339,532 | 12,182 | 0 | — | -12,182 |
| CARDINAL HEALTH INC(CAH) | 73,745 | 0 | -73,745 | 15,155 | 0 | — | -15,155 |
| SANOFI-ADR(SNY) | 323,946 | 0 | -323,946 | 15,698 | 0 | — | -15,698 |
| AVADEL PHARMACEUTICALS | 855,860 | 0 | -855,860 | 18,444 | 0 | — | -18,444 |