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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 (2016Q4)
Portfolio Summary: 16 holdings with a total value of $278,919,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 UNITED THERAPEUTICS 270,909 38,856,000 13.93%
2 ENANTA PHARMACEUTICALS INC COM 1,055,719 35,367,000 12.68%
3 GILEAD SCIENCES INC 420,000 30,076,000 10.78%
4 SUCAMPO PHARMACEUTICALS INC 1,863,755 25,254,000 9.05%
5 ORTHOFIX INTERNATIONAL NV 645,530 23,355,000 8.37%
6 HALYARD HEALTH INC 564,792 20,886,000 7.49%
7 AMGEN INC 127,157 18,592,000 6.67%
8 Indivior Plc Ord 4,650,416 16,973,000 6.09%
9 MERCK & CO INC 252,874 14,887,000 5.34%
10 CONMED CORP 328,677 14,518,000 5.21%
11 INVACARE CORP COM 1,102,586 14,389,000 5.16%
12 RTI SURGICAL HOLDINGS INC COM 4,216,948 13,705,000 4.91%
13 DERMA SCIENCES INC COM PAR .01 891,026 4,633,000 1.66%
14 AVIRAGEN THERAPEUTICS INC 2,737,602 3,367,000 1.21%
15 DIGIRAD CORP 486,400 2,432,000 0.87%
16 JUNIPER PHARMACEUTICALS INC COM 290,853 1,629,000 0.58%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001609251-17-000001, filed 2017.02.13).

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.