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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 (2015Q4)
Portfolio Summary: 22 holdings with a total value of $313,414,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 UNITED THERAPEUTICS 214,456 33,586,000 10.72%
2 ENANTA PHARMACEUTICALS INC COM 878,446 29,006,000 9.25%
3 BAXALTA INC 738,365 28,818,000 9.19%
4 TEVA PHARMACEUTICAL INDS LTD 392,697 25,777,000 8.22%
5 ORTHOFIX INTERNATIONAL NV 640,176 25,101,000 8.01%
6 IMPAX LABORATORIES INC 585,170 25,022,000 7.98%
7 HALYARD HEALTH INC 564,952 18,875,000 6.02%
8 AMGEN INC 107,763 17,493,000 5.58%
9 CONMED CORP 329,011 14,493,000 4.62%
10 MERCK & CO INC 255,044 13,471,000 4.30%
11 Indivior Plc Ord 4,681,300 12,957,000 4.13%
12 RTI SURGICAL HOLDINGS INC COM 3,076,929 12,215,000 3.90%
13 SUCAMPO PHARMACEUTICALS INC 555,652 9,607,000 3.07%
14 ALLERGAN PLC 26,394 8,248,000 2.63%
15 DEPOMED INC 448,729 8,135,000 2.60%
16 INVACARE CORP COM 423,280 7,361,000 2.35%
17 SPECTRUM PHARMACEUTICALS INC COM 1,097,335 6,617,000 2.11%
18 BIOTA PHARMACEUTICALS INC 2,625,239 5,093,000 1.63%
19 DERMA SCIENCES INC COM PAR .01 901,834 4,121,000 1.31%
20 JUNIPER PHARMACEUTICALS INC COM 288,326 2,970,000 0.95%
21 DIGIRAD CORP 481,023 2,785,000 0.89%
22 HILL ROM HLDGS INC 34,605 1,663,000 0.53%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001609251-16-000007, filed 2016.02.12).

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.