Krensavage Asset Management, LLC Buys Alexion Pharmaceuticals Inc, Enanta Pharmaceuticals Inc, Taro Pharmaceutical Industries

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May 18, 2020
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New York, NY, based Investment company Krensavage Asset Management, LLC (Current Portfolio) buys Alexion Pharmaceuticals Inc, Enanta Pharmaceuticals Inc, Taro Pharmaceutical Industries, Alkermes PLC, Change Healthcare Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Krensavage Asset Management, LLC. As of 2020Q1, Krensavage Asset Management, LLC owns 13 stocks with a total value of $311 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) - 539,646 shares, 16.46% of the total portfolio. Shares added by 17.07%
  2. Regeneron Pharmaceuticals Inc (REGN) - 86,817 shares, 13.64% of the total portfolio. Shares reduced by 16.86%
  3. Alexion Pharmaceuticals Inc (ALXN) - 462,138 shares, 13.35% of the total portfolio. Shares added by 47.39%
  4. Enanta Pharmaceuticals Inc (ENTA) - 700,318 shares, 11.58% of the total portfolio. Shares added by 43.10%
  5. Biogen Inc (BIIB) - 110,771 shares, 11.27% of the total portfolio. Shares added by 0.79%
New Purchase: Change Healthcare Inc (CHNG)

Krensavage Asset Management, LLC initiated holding in Change Healthcare Inc. The purchase prices were between $6.86 and $17.26, with an estimated average price of $14.09. The stock is now traded at around $10.64. The impact to a portfolio due to this purchase was 0.01%. The holding were 3,639 shares as of .

Added: Alexion Pharmaceuticals Inc (ALXN)

Krensavage Asset Management, LLC added to a holding in Alexion Pharmaceuticals Inc by 47.39%. The purchase prices were between $75.56 and $113.92, with an estimated average price of $98.6. The stock is now traded at around $101.94. The impact to a portfolio due to this purchase was 4.29%. The holding were 462,138 shares as of .

Added: Enanta Pharmaceuticals Inc (ENTA)

Krensavage Asset Management, LLC added to a holding in Enanta Pharmaceuticals Inc by 43.10%. The purchase prices were between $40.22 and $62, with an estimated average price of $53.48. The stock is now traded at around $55.20. The impact to a portfolio due to this purchase was 3.49%. The holding were 700,318 shares as of .

Added: Taro Pharmaceutical Industries Ltd (TARO)

Krensavage Asset Management, LLC added to a holding in Taro Pharmaceutical Industries Ltd by 43.39%. The purchase prices were between $59.35 and $88.73, with an estimated average price of $74.47. The stock is now traded at around $65.47. The impact to a portfolio due to this purchase was 2.9%. The holding were 487,275 shares as of .

Added: Alkermes PLC (ALKS)

Krensavage Asset Management, LLC added to a holding in Alkermes PLC by 29.01%. The purchase prices were between $13.06 and $21.24, with an estimated average price of $17.91. The stock is now traded at around $15.27. The impact to a portfolio due to this purchase was 1.22%. The holding were 1,167,631 shares as of .



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