Dark
Light
System
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 (2017Q1)
Portfolio Summary: 15 holdings with a total value of $310,101,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 Juniper Pharmaceuticals Inc 243,128 1,155,000 0.37%
2 DIGIRAD CORP 334,179 1,771,000 0.57%
3 AVIRAGEN THERAPEUTICS INC 2,836,326 1,848,000 0.60%
4 AMGEN INC 68,015 11,159,000 3.60%
5 INVACARE CORP COM 1,150,629 13,692,000 4.42%
6 CONMED CORP 356,304 15,823,000 5.10%
7 RTI SURGICAL HOLDINGS INC COM 4,438,950 17,756,000 5.73%
8 HALYARD HEALTH INC 584,564 22,266,000 7.18%
9 MERCK & CO INC 384,806 24,451,000 7.88%
10 ORTHOFIX INTL N V 697,378 26,605,000 8.58%
11 SUCAMPO PHARMACEUTICALS INCORPORATED CLASS A 2,803,138 30,835,000 9.94%
12 UNITED THERAPEUTICS CORP DEL 234,743 31,780,000 10.25%
13 ENANTA PHARMACEUTICALS INC 1,098,524 33,835,000 10.91%
14 GILEAD SCIENCES INC 537,021 36,474,000 11.76%
15 BIOVERATIV INC 746,445 40,651,000 13.11%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001609251-17-000006, filed 2017.05.15).

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.