Krensavage Asset Management as of Dec. 31, 2014
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 26 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 9.0 | $16M | 125k | 129.49 | |
| AMAG Pharmaceuticals | 8.3 | $15M | 349k | 42.62 | |
| Sucampo Pharmaceuticals | 7.6 | $14M | 958k | 14.28 | |
| Impax Laboratories | 7.5 | $13M | 423k | 31.68 | |
| Teva Pharmaceutical Industries (TEVA) | 7.0 | $13M | 219k | 57.51 | |
| Halyard Health | 6.8 | $12M | 268k | 45.47 | |
| CONMED Corporation (CNMD) | 6.5 | $12M | 258k | 44.96 | |
| Merck & Co (MRK) | 6.5 | $12M | 204k | 56.79 | |
| Orthofix International Nv Com Stk | 5.2 | $9.4M | 313k | 30.06 | |
| Hill-Rom Holdings | 5.0 | $8.9M | 196k | 45.62 | |
| RTI Biologics | 4.8 | $8.6M | 1.7M | 5.20 | |
| DepoMed | 3.4 | $6.2M | 383k | 16.11 | |
| Actavis | 3.3 | $5.9M | 23k | 257.43 | |
| Invacare Corporation | 3.1 | $5.6M | 335k | 16.76 | |
| Mallinckrodt Pub | 2.8 | $5.0M | 50k | 99.04 | |
| Abbvie (ABBV) | 2.8 | $4.9M | 76k | 65.44 | |
| Amgen | 2.6 | $4.6M | 29k | 159.28 | |
| Medicines Company | 2.0 | $3.6M | 129k | 27.67 | |
| Biota Pharmaceuticals Inc cs | 1.4 | $2.6M | 1.1M | 2.24 | |
| Theravance | 1.4 | $2.4M | 172k | 14.15 | |
| Digirad Corporation | 1.0 | $1.8M | 420k | 4.36 | |
| Columbia Labs | 1.0 | $1.8M | 316k | 5.60 | |
| Furiex Pharmaceuticals | 0.8 | $1.4M | 146k | 9.77 | |
| Pfizer (PFE) | 0.2 | $419k | 13k | 31.16 | |
| Eli Lilly & Co. (LLY) | 0.1 | $148k | 2.1k | 69.06 | |
| Qlt | 0.0 | $68k | 17k | 4.00 |
