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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 (2016Q1)
Portfolio Summary: 22 holdings with a total value of $278,703,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BAXALTA INC 734,885 29,689,000 10.65%
2 ORTHOFIX INTERNATIONAL NV 643,145 26,703,000 9.58%
3 ENANTA PHARMACEUTICALS INC COM 882,529 25,920,000 9.30%
4 UNITED THERAPEUTICS 223,445 24,898,000 8.93%
5 TEVA PHARMACEUTICAL INDS LTD 394,519 21,111,000 7.57%
6 IMPAX LABORATORIES INC 587,882 18,824,000 6.75%
7 HALYARD HEALTH INC 562,289 16,155,000 5.80%
8 AMGEN INC 107,255 16,081,000 5.77%
9 RTI SURGICAL HOLDINGS INC COM 3,447,090 13,788,000 4.95%
10 CONMED CORP 327,460 13,734,000 4.93%
11 MERCK & CO INC 256,222 13,557,000 4.86%
12 Indivior Plc Ord 4,703,007 11,020,000 3.95%
13 INVACARE CORP COM 611,485 8,053,000 2.89%
14 ALLERGAN PLC 26,270 7,041,000 2.53%
15 SPECTRUM PHARMACEUTICALS INC COM 1,092,162 6,946,000 2.49%
16 DEPOMED INC 447,000 6,227,000 2.23%
17 SUCAMPO PHARMACEUTICALS INC 558,229 6,101,000 2.19%
18 BIOTA PHARMACEUTICALS INC 2,694,601 4,042,000 1.45%
19 DERMA SCIENCES INC COM PAR .01 906,046 2,809,000 1.01%
20 DIGIRAD CORP 478,756 2,375,000 0.85%
21 JUNIPER PHARMACEUTICALS INC COM 286,967 1,897,000 0.68%
22 HILL ROM HLDGS INC 34,442 1,732,000 0.62%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001609251-16-000009, filed 2016.05.13).

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.