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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 (2016Q2)
Portfolio Summary: 20 holdings with a total value of $277,542,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 UNITED THERAPEUTICS 275,248 29,154,000 10.50%
2 ORTHOFIX INTERNATIONAL NV 646,446 27,409,000 9.88%
3 IMPAX LABORATORIES INC 730,817 21,062,000 7.59%
4 ENANTA PHARMACEUTICALS INC COM 906,930 19,998,000 7.21%
5 TEVA PHARMACEUTICAL INDS LTD 396,545 19,918,000 7.18%
6 AMGEN INC 125,802 19,141,000 6.90%
7 HALYARD HEALTH INC 575,206 18,706,000 6.74%
8 SUCAMPO PHARMACEUTICALS INC 1,631,398 17,896,000 6.45%
9 Indivior Plc Ord 4,727,970 15,800,000 5.69%
10 CONMED CORP 329,142 15,710,000 5.66%
11 MERCK & CO INC 257,538 14,837,000 5.35%
12 RTI SURGICAL HOLDINGS INC COM 3,648,001 13,096,000 4.72%
13 SHIRE PLC 63,166 11,628,000 4.19%
14 INVACARE CORP COM 901,440 10,934,000 3.94%
15 ALLERGAN PLC 26,416 6,104,000 2.20%
16 DEPOMED INC 217,904 4,275,000 1.54%
17 AVIRAGEN THERAPEUTICS INC 2,708,438 3,791,000 1.37%
18 DERMA SCIENCES INC COM PAR .01 910,703 3,588,000 1.29%
19 DIGIRAD CORP 481,218 2,478,000 0.89%
20 JUNIPER PHARMACEUTICALS INC COM 287,755 2,017,000 0.73%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001609251-16-000010, filed 2016.08.12).

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.