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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 (2015Q3)
Portfolio Summary: 23 holdings with a total value of $276,257,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ENANTA PHARMACEUTICALS INC COM 730,308 26,393,000 9.55%
2 UNITED THERAPEUTICS 199,573 26,192,000 9.48%
3 BAXALTA INC 721,800 22,744,000 8.23%
4 TEVA PHARMACEUTICAL INDS LTD 373,062 21,063,000 7.62%
5 ORTHOFIX INTERNATIONAL NV 610,247 20,596,000 7.46%
6 IMPAX LABORATORIES INC 530,875 18,695,000 6.77%
7 Indivior Plc Ord 4,459,944 15,286,000 5.53%
8 HALYARD HEALTH INC 535,943 15,242,000 5.52%
9 AMGEN INC 103,536 14,321,000 5.18%
10 CONMED CORP 274,528 13,106,000 4.74%
11 MERCK & CO INC 249,503 12,323,000 4.46%
12 HILL ROM HLDGS INC 205,713 10,695,000 3.87%
13 SUCAMPO PHARMACEUTICALS INC 528,175 10,495,000 3.80%
14 RTI SURGICAL HOLDINGS INC COM 1,828,672 10,387,000 3.76%
15 DEPOMED INC 375,387 7,076,000 2.56%
16 ALLERGAN PLC 24,240 6,589,000 2.39%
17 SPECTRUM PHARMACEUTICALS INC COM 1,078,502 6,449,000 2.33%
18 INVACARE CORP COM 402,382 5,822,000 2.11%
19 BIOTA PHARMACEUTICALS INC 2,570,577 5,090,000 1.84%
20 JUNIPER PHARMACEUTICALS INC COM 279,717 3,295,000 1.19%
21 DIGIRAD CORP 457,699 1,712,000 0.62%
22 FURIEX PHARMACEUTICALS INC 145,544 1,422,000 0.51%
23 INNOVIVA INC COM 176,108 1,264,000 0.46%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001609251-15-000006, filed 2015.11.13).

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.