- New Purchases: EXEL,
- Added Positions: EGRX, BIIB,
- Reduced Positions: ALKS, REGN, UTHR, MCK, IVC, SRGA, TVTX, NXTC,
- Sold Out: ANAB,
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- Enanta Pharmaceuticals Inc (ENTA) - 936,777 shares, 16.69% of the total portfolio. Shares reduced by 0.31%
- Alkermes PLC (ALKS) - 1,441,967 shares, 13.95% of the total portfolio. Shares reduced by 14.62%
- Regeneron Pharmaceuticals Inc (REGN) - 73,143 shares, 13.89% of the total portfolio. Shares reduced by 10.91%
- United Therapeutics Corp (UTHR) - 207,287 shares, 12.00% of the total portfolio. Shares reduced by 5.65%
- Taro Pharmaceutical Industries Ltd (TARO) - 545,583 shares, 10.89% of the total portfolio. Shares added by 0.35%
Krensavage Asset Management, LLC initiated holding in Exelixis Inc. The purchase prices were between $16.3 and $21.14, with an estimated average price of $18.58. The stock is now traded at around $17.860000. The impact to a portfolio due to this purchase was 6.63%. The holding were 1,000,000 shares as of 2021-09-30.
Added: Eagle Pharmaceuticals Inc (EGRX)Krensavage Asset Management, LLC added to a holding in Eagle Pharmaceuticals Inc by 52.21%. The purchase prices were between $43.79 and $55.78, with an estimated average price of $49.16. The stock is now traded at around $51.750000. The impact to a portfolio due to this purchase was 0.65%. The holding were 107,773 shares as of 2021-09-30.
Sold Out: AnaptysBio Inc (ANAB)Krensavage Asset Management, LLC sold out a holding in AnaptysBio Inc. The sale prices were between $22.98 and $28.1, with an estimated average price of $25.41.
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