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Institutional Investment Manager
Krensavage Asset Management, LLC
Krensavage Asset Management, LLC (CIK: 0001609251) incorporated in Delaware, located at 610 Fifth Avenue, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 22 holdings with a total value of $265,146,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ENANTA PHARMACEUTICALS INC COM 706,908 31,804,000 11.99%
2 UNITED THERAPEUTICS 148,858 25,894,000 9.77%
3 IMPAX LABORATORIES INC 455,475 20,915,000 7.89%
4 TEVA PHARMACEUTICAL INDS LTD 309,962 18,319,000 6.91%
5 HALYARD HEALTH INC 436,243 17,668,000 6.66%
6 ORTHOFIX INTERNATIONAL NV 523,447 17,337,000 6.54%
7 SUCAMPO PHARMACEUTICALS INC 967,404 15,894,000 5.99%
8 CONMED CORP 265,428 15,466,000 5.83%
9 Indivior Plc Ord 4,318,944 15,258,000 5.75%
10 MERCK & CO INC 222,103 12,644,000 4.77%
11 RTI SURGICAL HOLDINGS INC COM 1,770,072 11,435,000 4.31%
12 HILL ROM HLDGS INC 199,113 10,818,000 4.08%
13 AMGEN INC 69,086 10,606,000 4.00%
14 DEPOMED INC 362,887 7,788,000 2.94%
15 INVACARE CORP COM 353,632 7,649,000 2.88%
16 ALLERGAN PLC 23,290 7,068,000 2.67%
17 SPECTRUM PHARMACEUTICALS INC COM 843,702 5,771,000 2.18%
18 BIOTA PHARMACEUTICALS INC 1,638,492 3,392,000 1.28%
19 INNOVIVA INC COM 170,308 3,077,000 1.16%
20 JUNIPER PHARMACEUTICALS INC COM 327,617 2,998,000 1.13%
21 DIGIRAD CORP 443,099 1,923,000 0.73%
22 FURIEX PHARMACEUTICALS INC 145,544 1,422,000 0.54%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001609251-15-000004, filed 2015.08.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.