Krensavage Asset Management, LLC Buys Regeneron Pharmaceuticals Inc, Taro Pharmaceutical Industries, Alkermes PLC, Sells Gilead Sciences Inc, Elanco Animal Health Inc, Biogen Inc

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Feb 18, 2020
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New York, NY, based Investment company Krensavage Asset Management, LLC (Current Portfolio) buys Regeneron Pharmaceuticals Inc, Taro Pharmaceutical Industries, Alkermes PLC, AnaptysBio Inc, Alexion Pharmaceuticals Inc, sells Gilead Sciences Inc, Elanco Animal Health Inc, Biogen Inc, Invacare Corp, Avanos Medical Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Krensavage Asset Management, LLC. As of 2019Q4, Krensavage Asset Management, LLC owns 12 stocks with a total value of $293 million. These are the details of the buys and sells.

For the details of Krensavage Asset Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/krensavage+asset+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Krensavage Asset Management, LLC
  1. United Therapeutics Corp (UTHR) - 460,944 shares, 13.85% of the total portfolio. Shares reduced by 14.65%
  2. Regeneron Pharmaceuticals Inc (REGN) - 104,420 shares, 13.38% of the total portfolio. New Position
  3. McKesson Corp (MCK) - 254,330 shares, 12.00% of the total portfolio. Shares reduced by 13.29%
  4. Alexion Pharmaceuticals Inc (ALXN) - 313,556 shares, 11.57% of the total portfolio. Shares added by 22.96%
  5. Biogen Inc (BIIB) - 109,904 shares, 11.13% of the total portfolio. Shares reduced by 37.81%
New Purchase: Regeneron Pharmaceuticals Inc (REGN)

Krensavage Asset Management, LLC initiated holding in Regeneron Pharmaceuticals Inc. The purchase prices were between $274.13 and $376.51, with an estimated average price of $338.52. The stock is now traded at around $399.55. The impact to a portfolio due to this purchase was 13.38%. The holding were 104,420 shares as of .

New Purchase: Taro Pharmaceutical Industries Ltd (TARO)

Krensavage Asset Management, LLC initiated holding in Taro Pharmaceutical Industries Ltd. The purchase prices were between $74.18 and $97.92, with an estimated average price of $84.67. The stock is now traded at around $72.92. The impact to a portfolio due to this purchase was 10.2%. The holding were 339,819 shares as of .

New Purchase: Alkermes PLC (ALKS)

Krensavage Asset Management, LLC initiated holding in Alkermes PLC. The purchase prices were between $17.29 and $21.74, with an estimated average price of $19.94. The stock is now traded at around $17.77. The impact to a portfolio due to this purchase was 6.3%. The holding were 905,078 shares as of .

New Purchase: AnaptysBio Inc (ANAB)

Krensavage Asset Management, LLC initiated holding in AnaptysBio Inc. The purchase prices were between $10.18 and $38.96, with an estimated average price of $23.27. The stock is now traded at around $15.29. The impact to a portfolio due to this purchase was 2.44%. The holding were 440,409 shares as of .

Added: Alexion Pharmaceuticals Inc (ALXN)

Krensavage Asset Management, LLC added to a holding in Alexion Pharmaceuticals Inc by 22.96%. The purchase prices were between $94.84 and $115.45, with an estimated average price of $107.27. The stock is now traded at around $102.56. The impact to a portfolio due to this purchase was 2.16%. The holding were 313,556 shares as of .

Sold Out: Elanco Animal Health Inc (ELAN)

Krensavage Asset Management, LLC sold out a holding in Elanco Animal Health Inc. The sale prices were between $25.29 and $29.45, with an estimated average price of $27.23.

Sold Out: Avanos Medical Inc (AVNS)

Krensavage Asset Management, LLC sold out a holding in Avanos Medical Inc. The sale prices were between $31.89 and $47.34, with an estimated average price of $36.15.



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